| 5/10/2024 | Osaic Holdings Inc. | 1,385,307 | $58.20M | 0.1% | -24.8% | 0.213% | |
| 5/10/2024 | TIAA Trust National Association | 536,225 | $22.53M | 0.1% | +25.4% | 0.082% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 5,000 | $210K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | First Foundation Advisors | 311,792 | $13.10M | 0.5% | -2.9% | 0.048% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 29,894 | $1.26M | 0.2% | -8.7% | 0.005% | |
| 5/10/2024 | Bright Financial Advisors Inc. | 18,978 | $833K | 0.6% | N/A | 0.003% | |
|
| 5/10/2024 | Tocqueville Asset Management L.P. | 2,277,395 | $95.67M | 1.6% | -1.8% | 0.350% | |
| 5/10/2024 | Motco | 72,457 | $3.04M | 0.2% | +0.5% | 0.011% | |
| 5/10/2024 | GM Advisory Group LLC | 2,016,546 | $84.72M | 5.9% | -6.9% | 0.310% | |
| 5/10/2024 | Nwam LLC | 13,551 | $589K | 0.0% | -4.6% | 0.002% | |
| 5/9/2024 | Kure Advisory LLC | 107,761 | $4.53M | 3.9% | +3.8% | 0.017% | |
| 5/9/2024 | Private Portfolio Partners LLC | 19,497 | $819K | 0.2% | -2.0% | 0.003% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 120,258 | $5.05M | 0.1% | -2.9% | 0.018% | |
| 5/9/2024 | Blair William & Co. IL | 309,042 | $12.98M | 0.0% | +12.8% | 0.047% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 7,830 | $329K | 0.0% | +25.2% | 0.001% | |
| 5/9/2024 | First Eagle Investment Management LLC | 4,683 | $197K | 0.0% | +254.2% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 328,648 | $13.81M | 0.3% | +10.3% | 0.050% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 1,058,762 | $44.48M | 1.9% | +0.3% | 0.163% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 20,374,821 | $855.95M | 1.2% | -0.4% | 3.130% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 32,536 | $1.37M | 0.0% | -8.3% | 0.005% | |
| 5/9/2024 | XR Securities LLC | 305,864 | $12.85M | 0.4% | +331.6% | 0.047% | |
| 5/9/2024 | Interchange Capital Partners LLC | 29,408 | $1.24M | 0.8% | -4.9% | 0.005% | |
| 5/9/2024 | Patton Fund Management Inc. | 153,993 | $6.47M | 1.2% | +3.9% | 0.024% | |
| 5/9/2024 | Rogco LP | 248,516 | $10.44M | 4.3% | -1.6% | 0.038% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 11,575 | $486K | 0.0% | -30.0% | 0.002% | |
| 5/8/2024 | Sheets Smith Wealth Management | 18,944 | $796K | 0.1% | +2.4% | 0.003% | |
| 5/8/2024 | Financial & Tax Architects LLC | 58,972 | $2.48M | 0.7% | +2.3% | 0.009% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 1,205,013 | $50.62M | 6.3% | +1.5% | 0.185% | |
| 5/8/2024 | Bleakley Financial Group LLC | 12,436 | $522K | 0.0% | -10.4% | 0.002% | |
| 5/8/2024 | Great Diamond Partners LLC | 8,179 | $344K | 0.1% | -3.9% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 34,794 | $1.46M | 0.0% | -4.4% | 0.005% | |
| 5/8/2024 | US Bancorp DE | 283,290 | $11.90M | 0.0% | -3.5% | 0.044% | |
| 5/8/2024 | Trademark Financial Management LLC | 48,111 | $2.02M | 1.7% | +27.6% | 0.007% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 30,821 | $1.30M | 0.0% | -4.7% | 0.005% | |
| 5/8/2024 | Delta Financial Advisors LLC | 81,953 | $3.44M | 1.4% | -0.6% | 0.013% | |
| 5/7/2024 | Arnhold LLC | 1,782,254 | $74.87M | 7.9% | -1.4% | 0.274% | |
| 5/7/2024 | Regency Capital Management Inc. DE | 113,020 | $4.75M | 2.9% | +5.5% | 0.017% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 265,371 | $11.15M | 2.3% | N/A | 0.041% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 7,845 | $330K | 0.0% | +5.9% | 0.001% | |
| 5/7/2024 | Atomi Financial Group Inc. | 77,064 | $3.24M | 0.3% | +1,254.1% | 0.012% | |
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| 5/7/2024 | Fore Capital LLC | 158,000 | $6.64M | 4.1% | +58.0% | 0.024% | |
| 5/7/2024 | Facet Wealth Inc. | 6,139 | $270K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | NTV Asset Management LLC | 187,207 | $7.87M | 1.2% | -1.5% | 0.029% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 8,725 | $367K | 0.2% | -24.5% | 0.001% | |
| 5/7/2024 | Nvwm LLC | 88,864 | $3.73M | 1.0% | +1.2% | 0.014% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 296,520 | $12.46M | 0.2% | -15.1% | 0.046% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 28,712 | $1.21M | 0.0% | -24.4% | 0.004% | |
| 5/7/2024 | PFG Advisors | 21,496 | $903K | 0.1% | +2.5% | 0.003% | |
| 5/7/2024 | Prospera Private Wealth LLC | 464,620 | $19.52M | 13.5% | -1.8% | 0.071% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,619 | $1.03M | 0.0% | +8.0% | 0.004% | |
| 5/7/2024 | Hilltop National Bank | 96,168 | $4.04M | 1.4% | N/A | 0.015% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 30,119 | $1.27M | 0.0% | +2.1% | 0.005% | |
| 5/6/2024 | Kades & Cheifetz LLC | 129,752 | $5.45M | 3.5% | +1.1% | 0.020% | |
| 5/6/2024 | Advisory Services Network LLC | 145,619 | $6.12M | 0.1% | +4.6% | 0.022% | |
| 5/6/2024 | Oxbow Advisors LLC | 888,890 | $37.34M | 5.1% | +5.6% | 0.137% | |
| 5/6/2024 | Advisory Alpha LLC | 70,746 | $2.97M | 0.1% | -2.5% | 0.011% | |
| 5/6/2024 | Lesa Sroufe & Co | 5,025 | $211K | 0.2% | N/A | 0.001% | |
| 5/4/2024 | Howland Capital Management LLC | 303,080 | $12.73M | 0.6% | -4.7% | 0.047% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 3,446 | $145K | 0.0% | +13.0% | 0.001% | |
| 5/4/2024 | Riggs Asset Managment Co. Inc. | 17,004 | $714K | 0.2% | -1.9% | 0.003% | |
| 5/4/2024 | Gould Asset Management LLC CA | 61,029 | $2.56M | 0.6% | -1.2% | 0.009% | |
| 5/3/2024 | FDx Advisors Inc. | 123,513 | $5.19M | 0.8% | -20.3% | 0.019% | |
| 5/3/2024 | Catalina Capital Group LLC | 5,550 | $233K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | Larson Financial Group LLC | 8,123 | $341K | 0.0% | +7.9% | 0.001% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 186,992 | $7.86M | 0.6% | +1.1% | 0.029% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 1,679,054 | $70.54M | 0.2% | -1.0% | 0.258% | |
| 5/3/2024 | Commerce Bank | 172,666 | $7.25M | 0.0% | -0.9% | 0.026% | |
| 5/3/2024 | AA Financial Advisors LLC | 6,903 | $290K | 0.1% | -5.2% | 0.001% | |
| 5/3/2024 | United Community Bank | 30,192 | $1.27M | 0.5% | -3.8% | 0.005% | |
| 5/3/2024 | Proficio Capital Partners LLC | 2,099,813 | $88.21M | 9.7% | +0.4% | 0.322% | |
| 5/3/2024 | Liberty Wealth Management LLC | 6,924 | $291K | 0.1% | -30.3% | 0.001% | |
| 5/3/2024 | Compass Financial Group Inc. | 50,865 | $2.14M | 1.1% | -2.2% | 0.008% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 77,477 | $3.25M | 0.1% | +21.1% | 0.012% | |
| 5/3/2024 | Whittier Trust Co. | 75,735 | $3.18M | 0.0% | +0.9% | 0.012% | |
| 5/2/2024 | Mutual Advisors LLC | 40,420 | $1.70M | 0.1% | -17.9% | 0.006% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 13,332 | $560K | 0.0% | +4.0% | 0.002% | |
| 5/2/2024 | First Command Advisory Services Inc. | 1,460,851 | $61.37M | 0.6% | -0.3% | 0.225% | |
| 5/2/2024 | Blume Capital Management Inc. | 750 | $32K | 0.0% | -25.0% | 0.000% | |
| 5/2/2024 | Financial Counselors Inc. | 137,082 | $5.76M | 0.1% | -15.0% | 0.021% | |
| 5/2/2024 | AAFMAA Wealth Management & Trust LLC | 31,025 | $1.30M | 0.7% | -58.4% | 0.005% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 63,933 | $2.69M | 0.5% | +16.8% | 0.010% | |
| 5/2/2024 | Quent Capital LLC | 498,614 | $20.95M | 2.4% | +2.4% | 0.077% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 20,293 | $853K | 0.0% | +33.8% | 0.003% | |
| 5/2/2024 | Fidelis Capital Partners LLC | 36,326 | $1.53M | 0.3% | N/A | 0.006% | |
| 5/2/2024 | Choreo LLC | 100,177 | $4.21M | 0.1% | -3.9% | 0.015% | |
| 5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 6,500 | $273K | 0.0% | -24.4% | 0.001% | |
| 5/2/2024 | Pullen Investment Management LLC | 6,544 | $275K | 0.2% | N/A | 0.001% | |
| 5/1/2024 | Resonant Capital Advisors LLC | 231,017 | $9.71M | 0.8% | +0.2% | 0.036% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 331,671 | $13.93M | 0.0% | -13.6% | 0.051% | |
| 5/1/2024 | Blue Trust Inc. | 487,392 | $20.48M | 0.3% | -24.2% | 0.075% | |
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| 5/1/2024 | Centric Wealth Management | 5,160 | $223K | 0.1% | N/A | 0.001% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 460,543 | $19.35M | 0.0% | -22.1% | 0.071% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 21,095 | $886K | 0.1% | -15.8% | 0.003% | |
| 5/1/2024 | Avior Wealth Management LLC | 61,009 | $2.56M | 0.1% | +13.1% | 0.009% | |
| 5/1/2024 | Mission Wealth Management LP | 10,786 | $453K | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Northcape Wealth Management LLC | 12,535 | $527K | 0.2% | -19.3% | 0.002% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 7,069 | $297K | 0.0% | -49.3% | 0.001% | |
| 5/1/2024 | Diversify Advisory Services LLC | 90,238 | $3.83M | 0.2% | N/A | 0.014% | |
| 4/30/2024 | Private Advisor Group LLC | 139,257 | $5.85M | 0.0% | -8.2% | 0.021% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 38,277 | $1.61M | 0.1% | -19.1% | 0.006% | |
