| 5/17/2024 | Citizens Financial Group Inc. RI | 5,580 | $617K | 0.0% | +65.3% | 0.002% | |
| 5/17/2024 | Comerica Bank | 135,220 | $14.94M | 0.1% | -13.5% | 0.042% | |
| 5/17/2024 | Tidal Investments LLC | 35,084 | $3.88M | 0.1% | -43.0% | 0.011% | |
| 5/17/2024 | Creekmur Asset Management LLC | 2,890 | $319K | 0.1% | +4.8% | 0.001% | |
| 5/16/2024 | Ancora Advisors LLC | 41,291 | $4.56M | 0.1% | -7.6% | 0.013% | |
| 5/16/2024 | WMS Partners LLC | 105,122 | $11.62M | 0.8% | -14.7% | 0.032% | |
|
| 5/16/2024 | Kraft Davis & Associates LLC | 3,627 | $402K | 0.1% | +17.9% | 0.001% | |
| 5/16/2024 | Waverly Advisors LLC | 40,882 | $4.52M | 0.1% | +12.4% | 0.013% | |
| 5/15/2024 | SVB Wealth LLC | 24,144 | $2.67M | 0.1% | -42.4% | 0.007% | |
| 5/15/2024 | Blue Edge Capital LLC | 10,267 | $1.14M | 0.2% | +6.5% | 0.003% | |
| 5/15/2024 | Lazard Asset Management LLC | 979 | $108K | 0.0% | -49.2% | 0.000% | |
| 5/15/2024 | Quadrature Capital Ltd | 51,628 | $5.70M | 0.1% | N/A | 0.016% | |
| 5/14/2024 | Capital International Investors | 38,082 | $4.21M | 0.0% | +4.9% | 0.012% | |
| 5/14/2024 | Madrone Advisors LLC | 2,074,604 | $229.24M | 31.4% | +34.7% | 0.638% | |
| 5/14/2024 | Ariel Investments LLC | 185,476 | $20.50M | 0.2% | +75.1% | 0.057% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 4,030 | $445K | 0.0% | -20.7% | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 7,647 | $845K | 0.0% | +3.0% | 0.002% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 24,240 | $2.68M | 0.1% | -4.2% | 0.007% | |
| 5/14/2024 | CreativeOne Wealth LLC | 5,083 | $562K | 0.0% | +76.7% | 0.002% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 3,554 | $393K | 0.2% | -50.0% | 0.001% | |
| 5/14/2024 | Robinson Capital Management LLC | 3,500 | $377K | 0.1% | -15.7% | 0.001% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 7,572 | $837K | 0.1% | +5.5% | 0.002% | |
| 5/14/2024 | Northwest Wealth Management LLC | 11,142 | $1.23M | 0.3% | +2.9% | 0.003% | |
| 5/14/2024 | Karpus Management Inc. | 6,100 | $674K | 0.0% | -29.1% | 0.002% | |
| 5/14/2024 | InterOcean Capital Group LLC | 6,979 | $771K | 0.0% | -2.8% | 0.002% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 140,550 | $15.53M | 1.1% | -7.7% | 0.043% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 15,326 | $1.69M | 0.1% | +228.7% | 0.005% | |
| 5/13/2024 | Bessemer Group Inc. | 205,792 | $22.74M | 0.0% | -1.8% | 0.063% | |
| 5/13/2024 | Capitolis Liquid Global Markets LLC | 50,000 | $5.53M | 0.1% | -50.0% | 0.015% | |
| 5/13/2024 | Index Fund Advisors Inc. | 8,259 | $913K | 0.1% | -1.2% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 13,326 | $1.47M | 0.0% | -53.6% | 0.004% | |
| 5/13/2024 | Rockport Wealth LLC | 3,513 | $388K | 0.1% | N/A | 0.001% | |
| 5/11/2024 | NYL Investors LLC | 83,800 | $9.26M | 0.3% | -7.8% | 0.026% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 147,523 | $16.30M | 1.3% | -2.1% | 0.045% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 48,686 | $5.38M | 1.1% | -2.5% | 0.015% | |
| 5/11/2024 | Edgestream Partners L.P. | 8,406 | $929K | 0.0% | N/A | 0.003% | |
| 5/11/2024 | Strait & Sound Wealth Management LLC | 8,720 | $954K | 0.5% | +17.8% | 0.003% | |
| 5/10/2024 | Osaic Holdings Inc. | 204,821 | $22.64M | 0.1% | -11.3% | 0.063% | |
| 5/10/2024 | TIAA Trust National Association | 2,865 | $317K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | Tiff Advisory Services LLC | 320,300 | $35.39M | 15.6% | +17.7% | 0.098% | |
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| 5/10/2024 | Banco Santander S.A. | 63,797 | $7.05M | 0.1% | -35.7% | 0.020% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 15,809 | $1.75M | 0.0% | -22.3% | 0.005% | |
| 5/10/2024 | Garrison Point Advisors LLC | 4,555 | $503K | 0.3% | +2.7% | 0.001% | |
| 5/10/2024 | Wintrust Investments LLC | 33,413 | $3.69M | 0.3% | +15.0% | 0.010% | |
| 5/10/2024 | Windsor Advisory Group LLC | 20,548 | $2.27M | 6.4% | +12.9% | 0.006% | |
| 5/10/2024 | Banco BTG Pactual S.A. | 5,112 | $565K | 0.1% | +42.1% | 0.002% | |
| 5/9/2024 | Brighton Jones LLC | 227,885 | $25.18M | 0.9% | +10.3% | 0.070% | |
| 5/9/2024 | Leo Wealth LLC | 15,251 | $1.69M | 0.2% | +6.7% | 0.005% | |
| 5/9/2024 | Blair William & Co. IL | 15,576 | $1.72M | 0.0% | -42.0% | 0.005% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 3,443 | $380K | 0.0% | +3.4% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 27,161 | $3.00M | 0.1% | +22.0% | 0.008% | |
| 5/9/2024 | Stuart Chaussee & Associates Inc. | 464 | $51K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Planning Directions Inc. | 19,837 | $2.19M | 1.5% | +12.7% | 0.006% | |
| 5/9/2024 | SageView Advisory Group LLC | 1,779 | $197K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 21,935 | $2.42M | 1.0% | -17.3% | 0.007% | |
| 5/9/2024 | Angeles Wealth Management LLC | 1,066,891 | $117.89M | 11.8% | +26.2% | 0.328% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 27,817 | $3.07M | 2.3% | +5.6% | 0.009% | |
| 5/8/2024 | Barings LLC | 156,696 | $17.32M | 0.4% | -53.9% | 0.048% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 2,302 | $254K | 0.1% | +6.3% | 0.001% | |
| 5/8/2024 | Ethos Financial Group LLC | 168,351 | $18.60M | 3.5% | +1.9% | 0.052% | |
| 5/8/2024 | Bleakley Financial Group LLC | 487,127 | $53.83M | 1.6% | +3.2% | 0.150% | |
| 5/8/2024 | Neumann Capital Management LLC | 25,624 | $2.83M | 1.0% | -0.4% | 0.008% | |
| 5/8/2024 | Heritage Wealth Advisors | 56,561 | $6.25M | 0.2% | -69.9% | 0.017% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 33,261 | $3.68M | 0.0% | +14.5% | 0.010% | |
| 5/8/2024 | US Bancorp DE | 3,385 | $374K | 0.0% | +45.7% | 0.001% | |
| 5/8/2024 | Addison Capital Co | 34,152 | $3.77M | 1.9% | -4.0% | 0.010% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 5,265 | $582K | 0.1% | -30.6% | 0.002% | |
| 5/8/2024 | Astoria Strategic Wealth Inc. | 15,723 | $1.74M | 0.6% | -11.8% | 0.005% | |
| 5/8/2024 | Verus Financial Partners Inc. | 7,446 | $823K | 0.1% | +265.7% | 0.002% | |
| 5/8/2024 | Edgehill Endowment Partners LLC | 2,629,170 | $290.52M | 35.6% | +34.2% | 0.808% | |
| 5/7/2024 | Verus Capital Partners LLC | 1,836 | $203K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Choate Investment Advisors | 70,810 | $7.82M | 0.2% | +106.2% | 0.022% | |
| 5/7/2024 | Redmond Asset Management LLC | 7,604 | $840K | 0.3% | +2.6% | 0.002% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 37,595 | $4.15M | 1.0% | -0.9% | 0.012% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 26,104 | $2.88M | 0.1% | N/A | 0.008% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 4,396 | $486K | 0.0% | +6.5% | 0.001% | |
| 5/7/2024 | BOS Asset Management LLC | 2,883 | $319K | 0.2% | +6.9% | 0.001% | |
| 5/7/2024 | Facet Wealth Inc. | 2,129 | $234K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 9,990 | $1.10M | 0.5% | -11.3% | 0.003% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 19,256 | $2.13M | 0.1% | +1.0% | 0.006% | |
| 5/7/2024 | Wealthspire Advisors LLC | 245,895 | $27.17M | 0.4% | -6.5% | 0.076% | |
| 5/7/2024 | Howard Wealth Management LLC | 37,607 | $4.16M | 3.4% | -2.9% | 0.012% | |
| 5/7/2024 | Empowered Funds LLC | 345,043 | $38.13M | 0.7% | N/A | 0.106% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,475 | $2.37M | 0.0% | +667.0% | 0.007% | |
| 5/6/2024 | SYM FINANCIAL Corp | 53,903 | $5.96M | 1.0% | +8.1% | 0.017% | |
| 5/6/2024 | Manchester Capital Management LLC | 112,144 | $12.39M | 1.5% | -3.5% | 0.034% | |
| 5/4/2024 | Hemington Wealth Management | 34,253 | $3.79M | 1.4% | +0.5% | 0.011% | |
| 5/4/2024 | Evolution Advisers Inc. | 2,141 | $237K | 0.1% | +59.2% | 0.001% | |
| 5/4/2024 | Vista Capital Partners Inc. | 4,691 | $518K | 0.1% | +15.2% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 1,227 | $136K | 0.0% | -15.1% | 0.000% | |
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| 5/4/2024 | Silver Oak Advisory Group Inc. | 12,427 | $1.37M | 0.8% | -2.1% | 0.004% | |
| 5/3/2024 | Signaturefd LLC | 34,454 | $3.81M | 0.1% | -21.1% | 0.011% | |
| 5/3/2024 | Investments & Financial Planning LLC | 64,433 | $7.12M | 4.9% | -1.8% | 0.020% | |
| 5/3/2024 | Embree Financial Group | 5,193 | $574K | 0.1% | -15.4% | 0.002% | |
| 5/3/2024 | Catalina Capital Group LLC | 4,587 | $507K | 0.2% | N/A | 0.001% | |
| 5/3/2024 | Forte Asset Management LLC | 2,050 | $227K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | TFB Advisors LLC | 2,010 | $214K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | Lutz Financial Services LLC | 3,827 | $423K | 0.0% | -4.6% | 0.001% | |
| 5/3/2024 | Pictet North America Advisors SA | 154,461 | $17.07M | 1.9% | -7.8% | 0.047% | |
| 5/3/2024 | Liberty Wealth Management LLC | 2,032 | $224K | 0.0% | -98.1% | 0.001% | |
