| 5/17/2024 | Citizens Financial Group Inc. RI | 62,500 | $3.14M | 0.1% | +10.3% | 0.002% | |
| 5/17/2024 | Investmark Advisory Group LLC | 4,614 | $231K | 0.1% | +6.1% | 0.000% | |
| 5/17/2024 | William Howard & Co Financial Advisors Inc | 23,698 | $1.19M | 1.1% | N/A | 0.001% | |
| 5/17/2024 | First Western Trust Bank | 745,048 | $37.38M | 1.7% | -1.0% | 0.028% | |
| 5/17/2024 | Comerica Bank | 1,787,351 | $89.67M | 0.4% | +0.2% | 0.068% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 7,963 | $399K | 0.1% | N/A | 0.000% | |
|
| 5/17/2024 | Tidal Investments LLC | 703,529 | $35.30M | 0.6% | -3.2% | 0.027% | |
| 5/17/2024 | Innealta Capital LLC | 16,295 | $818K | 0.3% | -8.4% | 0.001% | |
| 5/16/2024 | Redwood Investment Management LLC | 279,114 | $14.00M | 1.3% | -26.3% | 0.011% | |
| 5/16/2024 | Global Financial Private Client LLC | 30,573 | $1.53M | 0.7% | +22.8% | 0.001% | |
| 5/16/2024 | Slagle Financial LLC | 5,919 | $297K | 0.2% | -45.7% | 0.000% | |
| 5/16/2024 | FSA Wealth Management LLC | 484,385 | $24.30M | 10.6% | +4.1% | 0.018% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 602,345 | $30.22M | 0.7% | +44.5% | 0.023% | |
| 5/16/2024 | Ancora Advisors LLC | 164,548 | $8.26M | 0.2% | +1.8% | 0.006% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 166,853 | $8.37M | 0.3% | N/A | 0.006% | |
| 5/16/2024 | Prudent Investors Network Inc. | 4,063 | $204K | 0.1% | N/A | 0.000% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 170,475 | $8.61M | 2.7% | -4.5% | 0.007% | |
| 5/16/2024 | Waverly Advisors LLC | 800,150 | $40.14M | 0.9% | +21.2% | 0.031% | |
| 5/16/2024 | Captrust Financial Advisors | 13,623,720 | $683.50M | 2.3% | +11.2% | 0.520% | |
| 5/16/2024 | Waterford Advisors LLC | 324,285 | $16.27M | 6.9% | +4.1% | 0.012% | |
| 5/16/2024 | Econ Financial Services Corp | 24,387 | $1.22M | 0.8% | -29.8% | 0.001% | |
| 5/15/2024 | Ascent Group LLC | 194,722 | $9.77M | 0.9% | -0.2% | 0.007% | |
| 5/15/2024 | SVB Wealth LLC | 132,639 | $6.65M | 0.1% | -0.7% | 0.005% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 546,022 | $27.39M | 2.7% | +5.8% | 0.021% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 324,347 | $16.27M | 0.9% | +4.2% | 0.012% | |
| 5/15/2024 | CoreFirst Bank & Trust | 52,027 | $2.61M | 1.6% | +20.3% | 0.002% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 62,661 | $3.14M | 0.0% | -26.6% | 0.002% | |
| 5/15/2024 | BOKF NA | 1,031,165 | $51.53M | 0.9% | +5.4% | 0.039% | |
| 5/15/2024 | Kestra Advisory Services LLC | 887,804 | $44.54M | 0.3% | +9.2% | 0.034% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 121,448 | $6.09M | 0.2% | -3.8% | 0.005% | |
| 5/15/2024 | Lazard Asset Management LLC | 40,830 | $2.05M | 0.0% | -62.8% | 0.002% | |
| 5/15/2024 | LRI Investments LLC | 787 | $40K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | 1832 Asset Management L.P. | 8,778 | $440K | 0.0% | +29.5% | 0.000% | |
| 5/15/2024 | Linscomb Wealth Inc. | 3,850,126 | $193.16M | 9.9% | +0.4% | 0.147% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 5,375 | $270K | 0.0% | -19.2% | 0.000% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 1,948,684 | $97.77M | 0.8% | +0.5% | 0.074% | |
| 5/14/2024 | JT Stratford LLC | 96,171 | $4.83M | 1.0% | +5.8% | 0.004% | |
| 5/14/2024 | Capital International Investors | 550,021 | $27.60M | 0.0% | -12.4% | 0.021% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 8,203 | $412K | 0.0% | +22.7% | 0.000% | |
| 5/14/2024 | Cadence Bank | 146,414 | $7.35M | 0.5% | +31.7% | 0.006% | |
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| 5/14/2024 | Ariel Investments LLC | 155,739 | $7.81M | 0.1% | -52.6% | 0.006% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 133,638 | $6.71M | 0.2% | +7.5% | 0.005% | |
| 5/14/2024 | EP Wealth Advisors LLC | 701,620 | $35.20M | 0.4% | -2.3% | 0.027% | |
| 5/14/2024 | OLD Mission Capital LLC | 644,356 | $32.33M | 0.5% | -30.8% | 0.025% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 2,467,674 | $123.80M | 4.6% | +3.4% | 0.094% | |
| 5/14/2024 | CreativeOne Wealth LLC | 1,324,792 | $66.46M | 2.6% | +15.1% | 0.051% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 204,061 | $10.24M | 4.1% | -51.9% | 0.008% | |
| 5/14/2024 | Vident Advisory LLC | 197,066 | $9.89M | 0.2% | +4.1% | 0.008% | |
| 5/14/2024 | TFO Wealth Partners LLC | 4,547,642 | $228.16M | 44.3% | -0.6% | 0.174% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 24,464 | $1.23M | 0.1% | +8.6% | 0.001% | |
| 5/14/2024 | Northwest Wealth Management LLC | 85,821 | $4.31M | 1.2% | +0.6% | 0.003% | |
| 5/14/2024 | Crewe Advisors LLC | 28,522 | $1.43M | 0.2% | +3.6% | 0.001% | |
| 5/14/2024 | Evermay Wealth Management LLC | 49,145 | $2.47M | 0.4% | +1.2% | 0.002% | |
| 5/14/2024 | Pitcairn Co. | 158,375 | $7.95M | 0.5% | N/A | 0.006% | |
| 5/14/2024 | CANADA LIFE ASSURANCE Co | 481,090 | $24.16M | 0.0% | -6.4% | 0.018% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 27,601 | $1.39M | 0.1% | +125.1% | 0.001% | |
| 5/14/2024 | National Bank of Canada FI | 800,522 | $40.27M | 0.1% | +3.6% | 0.031% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 2,073,882 | $104.05M | 4.9% | -2.8% | 0.079% | |
| 5/13/2024 | Bessemer Group Inc. | 133,642 | $6.71M | 0.0% | +7.3% | 0.005% | |
| 5/13/2024 | Windham Capital Management LLC | 54,223 | $2.72M | 2.1% | -76.8% | 0.002% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 395,610 | $19.85M | 2.2% | -3.7% | 0.015% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 31,359 | $1.57M | 1.3% | -5.4% | 0.001% | |
| 5/13/2024 | Texas Capital Bancshares Inc TX | 90,157 | $4.52M | 2.1% | -3.2% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 118,639 | $5.95M | 0.1% | +24.0% | 0.005% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 952,652 | $47.80M | 1.6% | -10.1% | 0.036% | |
| 5/13/2024 | PAX Financial Group LLC | 123,562 | $6.20M | 1.2% | -12.3% | 0.005% | |
| 5/11/2024 | Cliffwater LLC | 787,054 | $39.49M | 10.6% | +0.1% | 0.030% | |
| 5/11/2024 | Bahl & Gaynor Inc. | 12,238 | $614K | 0.0% | -27.6% | 0.000% | |
| 5/11/2024 | Lcnb Corp | 6,649 | $334K | 0.1% | +17.7% | 0.000% | |
| 5/11/2024 | Davis R M Inc. | 1,407,847 | $70.63M | 1.5% | +6.7% | 0.054% | |
| 5/11/2024 | Alley Investment Management Company LLC | 89,001 | $4.47M | 0.6% | -0.3% | 0.003% | |
| 5/11/2024 | Covestor Ltd | 29,383 | $1.47M | 0.9% | +14.6% | 0.001% | |
| 5/11/2024 | Peak Asset Management LLC | 10,389 | $521K | 0.1% | -60.0% | 0.000% | |
| 5/11/2024 | Aufman Associates Inc | 471,301 | $23.65M | 16.6% | +0.5% | 0.018% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 27,295 | $1.37M | 0.1% | -5.0% | 0.001% | |
| 5/11/2024 | Cynosure Group LLC | 40,672 | $2.04M | 0.4% | +68.9% | 0.002% | |
| 5/11/2024 | ESL Trust Services LLC | 1,284 | $64K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 39,490 | $1.98M | 0.3% | -0.9% | 0.002% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 33,491 | $1.68M | 0.3% | +624.0% | 0.001% | |
| 5/11/2024 | Jacobi Capital Management LLC | 18,334 | $920K | 0.1% | -52.3% | 0.001% | |
| 5/11/2024 | Edgestream Partners L.P. | 12,536 | $629K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 1,096,076 | $54.99M | 2.3% | +0.5% | 0.042% | |
| 5/10/2024 | Osaic Holdings Inc. | 3,885,930 | $194.98M | 0.4% | -56.2% | 0.148% | |
| 5/10/2024 | Blue Barn Wealth LLC | 9,932 | $538K | 0.3% | -10.6% | 0.000% | |
| 5/10/2024 | Rodgers & Associates LTD | 264,901 | $13.29M | 1.7% | +1.0% | 0.010% | |
| 5/10/2024 | Fiducient Advisors LLC | 130,166 | $6.53M | 1.3% | -11.9% | 0.005% | |
| 5/10/2024 | TIAA Trust National Association | 23,235,374 | $1.17B | 3.6% | -1.2% | 0.887% | |
| 5/10/2024 | Vanguard Group Inc. | 17,314,776 | $868.68M | 0.0% | +4.8% | 0.661% | |
| 5/10/2024 | Alera Investment Advisors LLC | 944,456 | $47.38M | 6.4% | -8.1% | 0.036% | |
| 5/10/2024 | Viawealth LLC | 22,973 | $1.15M | 0.7% | -13.6% | 0.001% | |
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| 5/10/2024 | Spirepoint Private Client LLC | 4,896 | $246K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | Resolute Advisors LLC | 100,722 | $5.05M | 0.9% | +3.1% | 0.004% | |
| 5/10/2024 | Broadview Financial Management LLC | 116,742 | $5.86M | 4.3% | -3.2% | 0.004% | |
| 5/10/2024 | Clearstead Trust LLC | 18,713 | $939K | 0.2% | +3.5% | 0.001% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 541,200 | $27.04M | 2.7% | -1.7% | 0.021% | |
| 5/10/2024 | Motco | 54,430 | $2.73M | 0.2% | +4.1% | 0.002% | |
| 5/10/2024 | Truepoint Inc. | 5,079,162 | $254.82M | 7.2% | +7.8% | 0.194% | |
| 5/10/2024 | 1ST Source Bank | 636,970 | $31.96M | 1.9% | +0.2% | 0.024% | |
| 5/10/2024 | Wintrust Investments LLC | 554,371 | $27.81M | 2.5% | -6.6% | 0.021% | |
| 5/10/2024 | Taylor Hoffman Wealth Management | 107,308 | $5.38M | 2.3% | +2.2% | 0.004% | |
