| 5/17/2024 | Kozak & Associates Inc. | 230,774 | $17.25M | 4.6% | -3.7% | 0.067% | |
| 5/17/2024 | New Covenant Trust Company N.A. | 3,869 | $283K | 0.3% | N/A | 0.001% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 42,072 | $3.08M | 0.5% | +35.7% | 0.012% | |
| 5/17/2024 | Tandem Capital Management Corp ADV | 4,085 | $299K | 0.2% | N/A | 0.001% | |
| 5/17/2024 | Beacon Capital Management LLC | 1,114 | $81K | 0.0% | +1,788.1% | 0.000% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 39,073 | $2.86M | 0.5% | N/A | 0.011% | |
|
| 5/17/2024 | Tidal Investments LLC | 59,342 | $4.34M | 0.1% | +6.3% | 0.017% | |
| 5/16/2024 | Jane Street Group LLC | 84,580 | $6.19M | 0.0% | N/A | 0.025% | |
| 5/16/2024 | Redwood Investment Management LLC | 11,675 | $854K | 0.1% | -95.8% | 0.003% | |
| 5/16/2024 | Global Financial Private Client LLC | 4,034 | $296K | 0.1% | +11.7% | 0.001% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 134,658 | $9.85M | 0.2% | +138.1% | 0.039% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 3,589,961 | $262.61M | 8.4% | N/A | 1.046% | |
| 5/16/2024 | Waverly Advisors LLC | 337,707 | $24.70M | 0.6% | +100.5% | 0.098% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 561,155 | $41.05M | 3.1% | N/A | 0.163% | |
| 5/15/2024 | Kestra Advisory Services LLC | 698,851 | $51.12M | 0.3% | -1.2% | 0.204% | |
| 5/14/2024 | JT Stratford LLC | 4,817 | $352K | 0.1% | +3.5% | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 31,038 | $2.27M | 0.0% | -6.1% | 0.009% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 1,759 | $129K | 0.1% | -46.1% | 0.001% | |
| 5/14/2024 | CreativeOne Wealth LLC | 17,821 | $1.30M | 0.1% | +81.8% | 0.005% | |
| 5/14/2024 | Crewe Advisors LLC | 386 | $28K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | American International Group Inc. | 429,000 | $31.38M | 0.1% | +48.7% | 0.125% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 157,180 | $11.50M | 2.9% | -91.5% | 0.046% | |
| 5/13/2024 | Hilltop Partners LLC | 354,760 | $25.95M | 9.3% | +170.2% | 0.103% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 10,387 | $760K | 0.0% | +34.0% | 0.003% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 17,291 | $1.27M | 0.0% | -37.6% | 0.005% | |
| 5/13/2024 | PAX Financial Group LLC | 69,766 | $5.10M | 1.0% | -7.4% | 0.020% | |
| 5/11/2024 | ESL Trust Services LLC | 592,433 | $43.34M | 11.3% | +0.5% | 0.173% | |
| 5/11/2024 | Jacobi Capital Management LLC | 370,300 | $27.09M | 2.5% | +5,337.6% | 0.108% | |
| 5/11/2024 | Retirement Financial Solutions LLC | 155,532 | $11.38M | 5.8% | +7.4% | 0.045% | |
| 5/10/2024 | Osaic Holdings Inc. | 2,335,456 | $170.84M | 0.4% | -31.4% | 0.680% | |
| 5/10/2024 | Rodgers & Associates LTD | 532,208 | $38.93M | 5.0% | -5.7% | 0.155% | |
| 5/10/2024 | TIAA Trust National Association | 1,034,981 | $75.71M | 0.2% | -19.4% | 0.302% | |
| 5/10/2024 | Alera Investment Advisors LLC | 492,945 | $36.06M | 4.9% | -9.7% | 0.144% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 1,651,180 | $120.54M | 12.2% | -6.2% | 0.481% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 177,400 | $12.98M | 1.9% | +0.2% | 0.052% | |
| 5/10/2024 | 1ST Source Bank | 103,243 | $7.55M | 0.4% | -7.2% | 0.030% | |
| 5/10/2024 | GM Advisory Group LLC | 42,351 | $3.10M | 0.2% | +4.5% | 0.012% | |
| 5/10/2024 | Nwam LLC | 12,645 | $926K | 0.1% | -3.8% | 0.004% | |
| 5/10/2024 | Banco BTG Pactual S.A. | 64,996 | $4.75M | 0.8% | -2.3% | 0.019% | |
| 5/10/2024 | Reston Wealth Management LLC | 674,343 | $49.33M | 20.0% | -1.5% | 0.196% | |
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| 5/10/2024 | Gratus Wealth Advisors LLC | 42,929 | $3.02M | 0.6% | -4.6% | 0.013% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 3,432 | $251K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | ProVise Management Group LLC | 6,563 | $480K | 0.0% | -2.9% | 0.002% | |
| 5/9/2024 | Private Portfolio Partners LLC | 23,451 | $1.72M | 0.4% | +5.5% | 0.007% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 38,250 | $2.80M | 0.0% | -29.1% | 0.011% | |
| 5/9/2024 | Blair William & Co. IL | 28,061 | $2.05M | 0.0% | +2.9% | 0.008% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 475,901 | $34.81M | 0.9% | +22.0% | 0.139% | |
| 5/9/2024 | JDM Financial Group LLC | 79,082 | $5.79M | 4.2% | +15.5% | 0.023% | |
| 5/9/2024 | SageView Advisory Group LLC | 10,469 | $766K | 0.0% | -21.1% | 0.003% | |
| 5/9/2024 | Tradewinds LLC. | 3,266 | $239K | 0.2% | N/A | 0.001% | |
| 5/9/2024 | Angeles Wealth Management LLC | 7,354 | $538K | 0.1% | -57.4% | 0.002% | |
| 5/9/2024 | Interchange Capital Partners LLC | 22,104 | $1.60M | 1.1% | -4.6% | 0.006% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 45,929 | $3.36M | 0.3% | N/A | 0.013% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 356,817 | $26.10M | 1.6% | +6.9% | 0.104% | |
| 5/8/2024 | Paladin Advisory Group LLC | 4,275 | $313K | 0.2% | -4.8% | 0.001% | |
| 5/8/2024 | Bleakley Financial Group LLC | 3,586 | $262K | 0.0% | +8.9% | 0.001% | |
| 5/8/2024 | Focused Wealth Management Inc | 1,398,968 | $102.33M | 15.7% | +3.5% | 0.408% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 91,764 | $6.71M | 0.1% | +2.5% | 0.027% | |
| 5/8/2024 | US Bancorp DE | 42,940 | $3.14M | 0.0% | +48.9% | 0.013% | |
| 5/8/2024 | Headlands Technologies LLC | 1,134 | $83K | 0.0% | +132.9% | 0.000% | |
| 5/8/2024 | AMJ Financial Wealth Management | 20,667 | $1.51M | 0.5% | +45.9% | 0.006% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 14,453 | $1.06M | 0.1% | +4.3% | 0.004% | |
| 5/7/2024 | Verus Capital Partners LLC | 318,942 | $23.33M | 2.6% | +1.8% | 0.093% | |
| 5/7/2024 | NorthRock Partners LLC | 831,151 | $60.80M | 5.1% | -4.1% | 0.242% | |
| 5/7/2024 | Sei Investments Co. | 6,013 | $440K | 0.0% | +20.1% | 0.002% | |
| 5/7/2024 | WNY Asset Management LLC | 23,264 | $1.70M | 0.3% | +4.6% | 0.007% | |
| 5/7/2024 | Stonebrook Private Inc. | 62,122 | $4.54M | 1.3% | +5.8% | 0.018% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 493,536 | $36.10M | 9.0% | +1.5% | 0.144% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 187,282 | $13.70M | 0.5% | -2.3% | 0.055% | |
| 5/7/2024 | Atomi Financial Group Inc. | 7,682 | $562K | 0.1% | +37.9% | 0.002% | |
| 5/7/2024 | Pecaut & CO. | 141,700 | $10.37M | 3.9% | -2.3% | 0.041% | |
| 5/7/2024 | WealthPLAN Partners LLC | 81,040 | $5.93M | 0.6% | +0.8% | 0.024% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 211,771 | $15.49M | 9.7% | +14.5% | 0.062% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 5,216 | $382K | 0.2% | -5.6% | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 3,728 | $273K | 0.0% | -33.1% | 0.001% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,915 | $213K | 0.0% | -10.9% | 0.001% | |
| 5/7/2024 | TAGStone Capital Inc. | 107,508 | $7.86M | 4.6% | +4.2% | 0.031% | |
| 5/7/2024 | Wealthspire Advisors LLC | 163,419 | $11.95M | 0.2% | -7.3% | 0.048% | |
| 5/7/2024 | Motive Wealth Advisors | 94,139 | $6.89M | 4.2% | +54.5% | 0.027% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 792,470 | $57.97M | 0.2% | +5.7% | 0.231% | |
| 5/6/2024 | Gill Capital Partners LLC | 2,936 | $206K | 0.1% | N/A | 0.001% | |
| 5/6/2024 | Advisory Services Network LLC | 121,970 | $8.92M | 0.2% | +195.6% | 0.036% | |
| 5/6/2024 | Destiny Capital Corp CO | 321,610 | $23.53M | 16.4% | -1.4% | 0.094% | |
| 5/6/2024 | Advisory Alpha LLC | 2,886,774 | $211.17M | 8.7% | +7.7% | 0.841% | |
| 5/6/2024 | Financial Council LLC | 70,293 | $5.14M | 3.0% | +6.4% | 0.020% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 70,120 | $5.13M | 2.4% | +32.1% | 0.020% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 1,390 | $102K | 0.0% | -80.8% | 0.000% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 252,331 | $18.46M | 0.8% | +7.0% | 0.074% | |
| 5/4/2024 | 9258 Wealth Management LLC | 320,855 | $23.47M | 3.7% | +1.8% | 0.093% | |
| 5/4/2024 | Csenge Advisory Group | 8,434 | $617K | 0.0% | +35.1% | 0.002% | |
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| 5/3/2024 | Investments & Financial Planning LLC | 388,355 | $28.41M | 19.5% | -0.1% | 0.113% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 5,646 | $413K | 0.0% | +9.9% | 0.002% | |
| 5/3/2024 | TFB Advisors LLC | 11,361 | $796K | 0.3% | +21.2% | 0.003% | |
| 5/3/2024 | Larson Financial Group LLC | 60,970 | $4.46M | 0.3% | -3.5% | 0.018% | |
| 5/3/2024 | WealthTrust Asset Management LLC | 7,767 | $568K | 0.4% | N/A | 0.002% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 201,833 | $14.77M | 1.7% | +3,628.7% | 0.059% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 21,645 | $1.58M | 0.1% | -6.3% | 0.006% | |
| 5/3/2024 | Etfidea LLC | 2,921 | $214K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | Compass Financial Group Inc. | 87,812 | $6.42M | 3.4% | -0.4% | 0.026% | |
| 5/2/2024 | Diversified LLC | 8,227 | $602K | 0.1% | +120.4% | 0.002% | |
