| 5/17/2024 | Citizens Financial Group Inc. RI | 5,428 | $1.36M | 0.0% | -9.3% | 0.002% | |
| 5/17/2024 | New Covenant Trust Company N.A. | 2,399 | $599K | 0.6% | N/A | 0.001% | |
| 5/17/2024 | XML Financial LLC | 25,962 | $6.49M | 0.7% | +1.1% | 0.010% | |
| 5/17/2024 | First Western Trust Bank | 1,465 | $366K | 0.0% | -12.3% | 0.001% | |
| 5/17/2024 | Beacon Capital Management LLC | 722 | $180K | 0.0% | -13.1% | 0.000% | |
| 5/17/2024 | Comerica Bank | 200,308 | $50.05M | 0.2% | -0.1% | 0.077% | |
|
| 5/17/2024 | Tidal Investments LLC | 2,836 | $709K | 0.0% | -66.1% | 0.001% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 39,544 | $9.88M | 0.2% | +2.7% | 0.015% | |
| 5/16/2024 | Ancora Advisors LLC | 42,519 | $10.62M | 0.2% | +8.9% | 0.016% | |
| 5/16/2024 | Prudent Investors Network Inc. | 59,822 | $14.95M | 5.6% | N/A | 0.023% | |
| 5/16/2024 | WMS Partners LLC | 25,785 | $6.44M | 0.4% | -1.2% | 0.010% | |
| 5/16/2024 | Waverly Advisors LLC | 28,877 | $7.22M | 0.2% | +10.6% | 0.011% | |
| 5/16/2024 | Captrust Financial Advisors | 435,390 | $108.79M | 0.4% | -6.6% | 0.168% | |
| 5/15/2024 | Ascent Group LLC | 2,292 | $573K | 0.1% | +20.3% | 0.001% | |
| 5/15/2024 | SVB Wealth LLC | 19,996 | $5.00M | 0.1% | +72.3% | 0.008% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 1,950 | $487K | 0.0% | +7.4% | 0.001% | |
| 5/15/2024 | BOKF NA | 67,541 | $16.77M | 0.3% | +1.4% | 0.026% | |
| 5/15/2024 | Kestra Advisory Services LLC | 252,689 | $63.14M | 0.4% | +21.2% | 0.098% | |
| 5/15/2024 | LRI Investments LLC | 185 | $45K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | 1832 Asset Management L.P. | 371,390 | $92.80M | 0.1% | -25.6% | 0.144% | |
| 5/15/2024 | Linscomb Wealth Inc. | 9,156 | $2.29M | 0.1% | -11.9% | 0.004% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 3,147 | $786K | 0.1% | +62.5% | 0.001% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 2,672 | $668K | 0.0% | -6.2% | 0.001% | |
| 5/14/2024 | Cadence Bank | 63,201 | $15.79M | 1.1% | +4.6% | 0.024% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 243,270 | $60.78M | 1.7% | +1.5% | 0.094% | |
| 5/14/2024 | EP Wealth Advisors LLC | 31,557 | $7.89M | 0.1% | +54.6% | 0.012% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 50,258 | $12.56M | 6.0% | N/A | 0.019% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 3,469 | $867K | 0.0% | +8.4% | 0.001% | |
| 5/14/2024 | Covington Investment Advisors Inc. | 7,057 | $1.76M | 0.3% | +2.6% | 0.003% | |
| 5/14/2024 | CreativeOne Wealth LLC | 5,630 | $1.41M | 0.1% | +37.1% | 0.002% | |
| 5/14/2024 | TFO Wealth Partners LLC | 300 | $75K | 0.0% | -69.0% | 0.000% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 7,764 | $1.94M | 0.4% | -13.8% | 0.003% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 6,338 | $1.58M | 0.2% | +2.7% | 0.002% | |
| 5/14/2024 | Crewe Advisors LLC | 4,280 | $1.07M | 0.1% | -1.3% | 0.002% | |
| 5/14/2024 | Evermay Wealth Management LLC | 32,859 | $8.21M | 1.2% | -0.3% | 0.013% | |
| 5/14/2024 | Pitcairn Co. | 7,825 | $1.96M | 0.1% | N/A | 0.003% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 5,461 | $1.36M | 0.1% | +55.3% | 0.002% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 1,595 | $399K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 171,999 | $42.98M | 0.1% | +1.7% | 0.067% | |
| 5/13/2024 | Windham Capital Management LLC | 7,994 | $2.00M | 1.6% | -43.1% | 0.003% | |
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| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 4,656 | $1.16M | 0.4% | N/A | 0.002% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 31,818 | $7.95M | 0.9% | -4.7% | 0.012% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 5,159 | $1.29M | 0.0% | +24.4% | 0.002% | |
| 5/13/2024 | Alerus Financial NA | 5,375 | $1.34M | 0.1% | N/A | 0.002% | |
| 5/13/2024 | PAX Financial Group LLC | 25,171 | $6.29M | 1.3% | -5.4% | 0.010% | |
| 5/11/2024 | MAS Advisors LLC | 15,975 | $3.99M | 4.6% | +0.3% | 0.006% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 266,668 | $66.63M | 5.4% | -5.2% | 0.103% | |
| 5/11/2024 | Covestor Ltd | 950 | $238K | 0.2% | +13.5% | 0.000% | |
| 5/11/2024 | Peak Asset Management LLC | 11,567 | $2.89M | 0.6% | -4.8% | 0.004% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 6,149 | $1.54M | 0.1% | +172.6% | 0.002% | |
| 5/11/2024 | ESL Trust Services LLC | 130 | $32K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 4,725 | $1.18M | 0.2% | +3.8% | 0.002% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 13,193 | $3.30M | 0.7% | +786.0% | 0.005% | |
| 5/11/2024 | Northern Capital Management Inc. | 5,931 | $1.48M | 1.0% | +22.2% | 0.002% | |
| 5/11/2024 | Jacobi Capital Management LLC | 1,986 | $496K | 0.0% | -6.9% | 0.001% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 43,754 | $10.93M | 3.7% | +6.7% | 0.017% | |
| 5/11/2024 | Retirement Financial Solutions LLC | 64,473 | $16.11M | 8.3% | +10.1% | 0.025% | |
| 5/10/2024 | Osaic Holdings Inc. | 650,216 | $162.53M | 0.4% | -8.3% | 0.251% | |
| 5/10/2024 | Blue Barn Wealth LLC | 3,247 | $811K | 0.5% | -4.4% | 0.001% | |
| 5/10/2024 | Fiducient Advisors LLC | 98,645 | $24.65M | 4.9% | +8.7% | 0.038% | |
| 5/10/2024 | TIAA Trust National Association | 1,952,744 | $487.91M | 1.5% | -8.3% | 0.755% | |
| 5/10/2024 | Vanguard Group Inc. | 37,569 | $9.39M | 0.0% | +42.9% | 0.015% | |
| 5/10/2024 | Viawealth LLC | 6,621 | $1.65M | 1.0% | -1.5% | 0.003% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 98,494 | $24.37M | 2.5% | -7.6% | 0.038% | |
| 5/10/2024 | First Foundation Advisors | 10,637 | $2.66M | 0.1% | -3.2% | 0.004% | |
| 5/10/2024 | ARK & TLK Investments LLC | 4,440 | $1.11M | 0.4% | -24.4% | 0.002% | |
| 5/10/2024 | Truepoint Inc. | 5,709 | $1.43M | 0.0% | -44.1% | 0.002% | |
| 5/10/2024 | Garrison Point Advisors LLC | 3,656 | $914K | 0.6% | +28.2% | 0.001% | |
| 5/10/2024 | Wintrust Investments LLC | 8,626 | $2.16M | 0.2% | +4.4% | 0.003% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 23,941 | $5.98M | 4.6% | -47.8% | 0.009% | |
| 5/10/2024 | Nwam LLC | 10,436 | $2.59M | 0.2% | -56.5% | 0.004% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 41,883 | $9.85M | 1.8% | -46.4% | 0.016% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 10,279 | $2.57M | 0.4% | +5.8% | 0.004% | |
| 5/9/2024 | Brighton Jones LLC | 25,716 | $6.43M | 0.2% | +1.2% | 0.010% | |
| 5/9/2024 | ProVise Management Group LLC | 86,783 | $21.68M | 1.9% | -9.2% | 0.034% | |
| 5/9/2024 | Private Portfolio Partners LLC | 6,136 | $1.53M | 0.3% | -3.0% | 0.002% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 5,484 | $1.37M | 0.0% | -27.0% | 0.002% | |
| 5/9/2024 | Blair William & Co. IL | 92,326 | $23.07M | 0.1% | +3.4% | 0.036% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 2,647 | $662K | 0.0% | -6.1% | 0.001% | |
| 5/9/2024 | Midwest Professional Planners LTD. | 1,182 | $295K | 0.1% | -5.1% | 0.000% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 21,739 | $5.43M | 0.1% | +40.8% | 0.008% | |
| 5/9/2024 | Condor Capital Management | 94,635 | $23.65M | 2.3% | +12.0% | 0.037% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 937 | $234K | 0.0% | -9.7% | 0.000% | |
| 5/9/2024 | JDM Financial Group LLC | 33,790 | $8.44M | 6.2% | +10.3% | 0.013% | |
| 5/9/2024 | Planning Directions Inc. | 7,041 | $1.76M | 1.2% | +2.7% | 0.003% | |
| 5/9/2024 | SageView Advisory Group LLC | 158,274 | $39.55M | 1.9% | +1,948.3% | 0.061% | |
| 5/9/2024 | Texas Yale Capital Corp. | 33,381 | $8.34M | 0.4% | +0.3% | 0.013% | |
| 5/9/2024 | Interchange Capital Partners LLC | 3,635 | $910K | 0.6% | +3.9% | 0.001% | |
| 5/9/2024 | Portland Global Advisors LLC | 5,451 | $1.36M | 0.2% | -4.6% | 0.002% | |
| 5/9/2024 | Camelot Portfolios LLC | 6,629 | $1.66M | 1.6% | -22.7% | 0.003% | |
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| 5/9/2024 | Hudson Value Partners LLC | 822 | $205K | 0.1% | N/A | 0.000% | |
| 5/9/2024 | Dearborn Partners LLC | 1,030 | $257K | 0.0% | -5.3% | 0.000% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 2,029 | $507K | 0.1% | +3.4% | 0.001% | |
| 5/9/2024 | WP Advisors LLC | 17,930 | $4.48M | 1.5% | +13.4% | 0.007% | |
| 5/9/2024 | New Insight Wealth Advisors | 32,975 | $8.24M | 5.1% | +24.2% | 0.013% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 11,959 | $2.99M | 0.3% | -10.9% | 0.005% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 174,506 | $43.60M | 10.1% | +8.4% | 0.067% | |
| 5/8/2024 | Cozad Asset Management Inc. | 31,522 | $7.88M | 0.8% | +3.5% | 0.012% | |
| 5/8/2024 | MAI Capital Management | 89,754 | $22.43M | 0.2% | +44.9% | 0.035% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 61,368 | $15.33M | 1.0% | -0.7% | 0.024% | |
