| 5/7/2024 | SilverOak Wealth Management LLC | 6,298 | $676K | 0.2% | -9.3% | 0.004% | |
| 5/7/2024 | Atomi Financial Group Inc. | 11,388 | $1.22M | 0.1% | -27.1% | 0.007% | |
| 5/7/2024 | BOS Asset Management LLC | 11,321 | $1.22M | 0.6% | -8.3% | 0.007% | |
| 5/7/2024 | Shared Vision Wealth Group LLC | 11,089 | $1.19M | 0.7% | +32.2% | 0.006% | |
| 5/7/2024 | PFG Advisors | 4,352 | $467K | 0.0% | -7.1% | 0.003% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 24,626 | $2.65M | 0.0% | +32.7% | 0.014% | |
|
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,034 | $863K | 0.0% | -1.4% | 0.005% | |
| 5/7/2024 | Wealthspire Advisors LLC | 3,873 | $416K | 0.0% | -4.6% | 0.002% | |
| 5/7/2024 | SG Americas Securities LLC | 358,727 | $38.53M | 0.2% | +14,118.3% | 0.207% | |
| 5/7/2024 | Stokes Family Office LLC | 31,171 | $3.35M | 0.4% | +4.1% | 0.018% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 289,807 | $31.13M | 0.1% | +5.0% | 0.167% | |
| 5/6/2024 | Advisory Services Network LLC | 32,007 | $3.44M | 0.1% | -20.3% | 0.018% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 3,312 | $356K | 0.3% | -25.1% | 0.002% | |
| 5/4/2024 | Vista Capital Partners Inc. | 2,335 | $251K | 0.0% | -9.3% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,143 | $123K | 0.0% | -14.3% | 0.001% | |
| 5/4/2024 | 9258 Wealth Management LLC | 2,045 | $220K | 0.0% | -26.8% | 0.001% | |
| 5/4/2024 | Gould Asset Management LLC CA | 7,912 | $850K | 0.2% | +28.4% | 0.005% | |
| 5/4/2024 | Buck Wealth Strategies LLC | 5,631 | $605K | 0.2% | -89.2% | 0.003% | |
| 5/4/2024 | Csenge Advisory Group | 9,459 | $1.02M | 0.1% | -38.7% | 0.005% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 2,839 | $305K | 0.2% | -9.0% | 0.002% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 3,400 | $365K | 0.0% | -80.3% | 0.002% | |
| 5/3/2024 | TFB Advisors LLC | 13,865 | $1.46M | 0.5% | N/A | 0.008% | |
| 5/3/2024 | Larson Financial Group LLC | 33,547 | $3.60M | 0.3% | -7.9% | 0.019% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,525 | $1.24M | 0.1% | -3.8% | 0.007% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 2,473 | $266K | 0.0% | -35.6% | 0.001% | |
| 5/3/2024 | Lutz Financial Services LLC | 139,014 | $14.93M | 1.3% | -1.7% | 0.080% | |
| 5/3/2024 | Liberty Wealth Management LLC | 9,488 | $1.02M | 0.2% | +6.9% | 0.005% | |
| 5/3/2024 | Meridian Management Co. | 93,804 | $10.08M | 2.8% | -1.4% | 0.054% | |
| 5/3/2024 | Whittier Trust Co. | 524 | $56K | 0.0% | -45.8% | 0.000% | |
| 5/2/2024 | Mutual Advisors LLC | 30,355 | $3.26M | 0.1% | -4.9% | 0.017% | |
| 5/2/2024 | Financial Counselors Inc. | 3,718 | $399K | 0.0% | -7.2% | 0.002% | |
| 5/2/2024 | Peregrine Asset Advisers Inc. | 10,570 | $1.14M | 0.5% | -3.6% | 0.006% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 6,877 | $739K | 0.1% | +3.9% | 0.004% | |
| 5/2/2024 | Graypoint LLC | 9,170 | $985K | 0.1% | +1.3% | 0.005% | |
| 5/2/2024 | Hardy Reed LLC | 4,797 | $515K | 0.1% | -9.5% | 0.003% | |
| 5/2/2024 | Lwmg LLC | 131,460 | $14.12M | 3.3% | +4.1% | 0.076% | |
| 5/2/2024 | Clear Investment Research LLC | 5,968 | $641K | 0.9% | +12.6% | 0.003% | |
| 5/2/2024 | Vantage Financial Partners LLC | 2,697 | $290K | 0.1% | -4.2% | 0.002% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 516 | $55K | 0.0% | -35.2% | 0.000% | |
| 5/2/2024 | Curran Financial Partners LLC | 18,245 | $1.96M | 0.7% | -16.3% | 0.011% | |
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| 5/2/2024 | Choreo LLC | 10,085 | $1.08M | 0.0% | -9.7% | 0.006% | |
| 5/2/2024 | Family Firm Inc. | 104,191 | $11.19M | 2.7% | +21.2% | 0.060% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 24,940 | $2.68M | 0.4% | +3.3% | 0.014% | |
| 5/1/2024 | Stone Point Wealth LLC | 16,810 | $1.81M | 0.6% | +50.1% | 0.010% | |
| 5/1/2024 | Janney Capital Management LLC | 2,955 | $317K | 0.0% | -7.6% | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 101,598 | $10.91M | 0.0% | -55.8% | 0.059% | |
| 5/1/2024 | BNP Paribas Financial Markets | 63,146 | $6.78M | 0.0% | -67.4% | 0.036% | |
| 5/1/2024 | Blue Trust Inc. | 11,277 | $1.21M | 0.0% | -58.6% | 0.006% | |
| 5/1/2024 | Ballast Advisors LLC | 1,366 | $147K | 0.0% | -24.4% | 0.001% | |
| 5/1/2024 | Klingman & Associates LLC | 2,991 | $321K | 0.0% | -11.1% | 0.002% | |
| 5/1/2024 | Ascent Wealth Partners LLC | 40,049 | $4.30M | 0.6% | -19.3% | 0.023% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 106,944 | $11.49M | 0.0% | +15.1% | 0.062% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 10,491 | $1.13M | 0.1% | -6.5% | 0.006% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 16,143 | $1.73M | 0.2% | N/A | 0.009% | |
| 5/1/2024 | Colony Family Offices LLC | 1,906 | $205K | 0.1% | +5.4% | 0.001% | |
| 5/1/2024 | Retirement Group LLC | 236 | $25K | 0.0% | -51.0% | 0.000% | |
| 5/1/2024 | Mission Wealth Management LP | 4,314 | $463K | 0.0% | +68.4% | 0.002% | |
| 5/1/2024 | Wambolt & Associates LLC | 3,787 | $404K | 0.1% | -17.2% | 0.002% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 4,509 | $484K | 0.0% | +42.9% | 0.003% | |
| 5/1/2024 | Diversify Advisory Services LLC | 6,912 | $737K | 0.0% | N/A | 0.004% | |
| 4/30/2024 | Private Advisor Group LLC | 71,080 | $7.64M | 0.1% | -15.7% | 0.041% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 4,696 | $504K | 0.1% | -15.8% | 0.003% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 11,559 | $1.24M | 0.1% | -4.8% | 0.007% | |
| 4/30/2024 | Stephenson & Company Inc. | 25,622 | $2.75M | 2.0% | +10.7% | 0.015% | |
| 4/30/2024 | Cutter & CO Brokerage Inc. | 5,301 | $569K | 0.1% | -8.5% | 0.003% | |
| 4/30/2024 | Hartline Investment Corp | 3,713 | $399K | 0.1% | N/A | 0.002% | |
| 4/30/2024 | North Star Investment Management Corp. | 2,627 | $282K | 0.0% | +10.5% | 0.001% | |
| 4/30/2024 | Norden Group LLC | 2,398 | $258K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | HB Wealth Management LLC | 4,572 | $491K | 0.0% | -3.2% | 0.003% | |
| 4/30/2024 | Concord Wealth Partners | 1,296 | $139K | 0.0% | -10.7% | 0.001% | |
| 4/30/2024 | WealthBridge Capital Management LLC | 4,249 | $456K | 0.2% | -31.0% | 0.002% | |
| 4/30/2024 | JMG Financial Group Ltd. | 3,271 | $351K | 0.0% | +35.3% | 0.002% | |
| 4/30/2024 | True Vision MN LLC | 8,295 | $877K | 0.6% | +20.8% | 0.005% | |
| 4/30/2024 | Arkadios Wealth Advisors | 2,801 | $301K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Camden National Bank | 49,539 | $5.32M | 0.9% | -1.8% | 0.028% | |
| 4/30/2024 | Bull Street Advisors LLC | 37,931 | $4.07M | 2.0% | -7.4% | 0.022% | |
| 4/30/2024 | Perigon Wealth Management LLC | 63,988 | $6.87M | 0.2% | +1.5% | 0.036% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 60,832 | $6.53M | 0.5% | -7.8% | 0.035% | |
| 4/30/2024 | Independent Family Office LLC | 27,349 | $2.94M | 1.6% | -44.5% | 0.016% | |
| 4/30/2024 | Investment Advisory Group LLC | 2,816 | $302K | 0.1% | -5.7% | 0.002% | |
| 4/30/2024 | Stock Yards Bank & Trust Co. | 19,714 | $2.12M | 0.1% | -18.0% | 0.011% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 455,508 | $48.93M | 0.1% | +1.3% | 0.259% | |
| 4/29/2024 | Principal Financial Group Inc. | 13,577 | $1.46M | 0.0% | +0.9% | 0.008% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,351 | $467K | 0.0% | -58.7% | 0.002% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 13,604 | $1.46M | 1.0% | +8.7% | 0.008% | |
| 4/29/2024 | RWA Wealth Partners LLC | 5,626 | $604K | 0.0% | -68.8% | 0.003% | |
| 4/29/2024 | Archvest Wealth Advisors Inc. | 5,916 | $631K | 0.4% | +14.1% | 0.003% | |
| 4/29/2024 | First National Bank & Trust Co. of Newtown | 94,199 | $10.12M | 2.1% | +0.2% | 0.054% | |
| 4/27/2024 | White Pine Investment CO | 68,252 | $7.33M | 2.2% | +2.3% | 0.039% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 11,158 | $1.20M | 0.5% | -6.6% | 0.006% | |
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| 4/27/2024 | DORVAL Corp | 119,293 | $12.73M | 5.9% | +2.6% | 0.068% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 9,256 | $994K | 0.0% | -2.6% | 0.005% | |
| 4/26/2024 | Planned Solutions Inc. | 7,844 | $843K | 0.4% | -3.6% | 0.004% | |
| 4/26/2024 | LifeSteps Financial Inc. | 418 | $45K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 2,680 | $283K | 0.2% | -5.7% | 0.002% | |
| 4/26/2024 | Northwest Bancshares Inc. | 4,679 | $503K | 0.1% | N/A | 0.003% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 280 | $30K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | First National Trust Co | 2,245 | $241K | 0.0% | -10.4% | 0.001% | |
| 4/26/2024 | First Personal Financial Services | 32,601 | $3.50M | 0.8% | -1.7% | 0.019% | |
| 4/26/2024 | Sumitomo Life Insurance Co. | 1,280,653 | $137.56M | 3.4% | +102.5% | 0.729% | |
