| 5/17/2024 | Citizens Financial Group Inc. RI | 31,130 | $7.46M | 0.2% | +1.3% | 0.022% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 197,332 | $47.31M | 4.2% | +0.3% | 0.137% | |
| 5/17/2024 | Beacon Capital Management LLC | 89,833 | $21.54M | 4.4% | -5.1% | 0.062% | |
| 5/17/2024 | Comerica Bank | 153,537 | $36.81M | 0.2% | -8.0% | 0.107% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 11,564 | $2.77M | 0.5% | N/A | 0.008% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 10,799 | $2.59M | 0.1% | +20.2% | 0.008% | |
|
| 5/16/2024 | Captrust Financial Advisors | 232,145 | $55.66M | 0.2% | +80.8% | 0.161% | |
| 5/15/2024 | SVB Wealth LLC | 14,709 | $3.53M | 0.1% | -0.8% | 0.010% | |
| 5/15/2024 | Transcendent Capital Group LLC | 30,625 | $7.34M | 4.1% | -0.5% | 0.021% | |
| 5/15/2024 | LRI Investments LLC | 896 | $214K | 0.0% | N/A | 0.001% | |
| 5/15/2024 | Quadrature Capital Ltd | 12,014 | $2.88M | 0.0% | N/A | 0.008% | |
| 5/14/2024 | Biltmore Family Office LLC | 55,676 | $13.35M | 2.6% | +19.8% | 0.039% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 1,800 | $432K | 0.0% | +13.1% | 0.001% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 5,108 | $1.23M | 0.1% | +4.2% | 0.004% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 1,108,311 | $265.73M | 7.3% | -0.7% | 0.771% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 2,443 | $586K | 0.3% | N/A | 0.002% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 7,972 | $1.91M | 0.1% | +1.9% | 0.006% | |
| 5/14/2024 | CreativeOne Wealth LLC | 1,360 | $326K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Sculati Wealth Management LLC | 43,395 | $10.40M | 4.5% | +5.8% | 0.030% | |
| 5/14/2024 | InterOcean Capital Group LLC | 1,560 | $374K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Pitcairn Co. | 16,112 | $3.86M | 0.3% | N/A | 0.011% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 10,941 | $2.62M | 0.1% | +4.1% | 0.008% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 380 | $91K | 0.0% | N/A | 0.000% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 5,580 | $1.34M | 1.1% | +79.7% | 0.004% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 7,326 | $1.76M | 0.0% | +15.0% | 0.005% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 44,754 | $10.73M | 0.9% | +1.6% | 0.031% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 10,591 | $2.54M | 0.2% | +3.1% | 0.007% | |
| 5/11/2024 | Northern Capital Management Inc. | 37,694 | $9.04M | 6.3% | +447.6% | 0.026% | |
| 5/10/2024 | Osaic Holdings Inc. | 373,237 | $89.49M | 0.2% | -10.5% | 0.260% | |
| 5/10/2024 | Rodgers & Associates LTD | 4,800 | $1.15M | 0.1% | -11.6% | 0.003% | |
| 5/10/2024 | TIAA Trust National Association | 1,069,270 | $256.37M | 0.8% | +122.8% | 0.744% | |
| 5/10/2024 | Vanguard Group Inc. | 3,191,982 | $765.31M | 0.0% | +4.1% | 2.220% | |
| 5/10/2024 | ARK & TLK Investments LLC | 11,906 | $2.86M | 0.9% | -1.6% | 0.008% | |
| 5/10/2024 | Truepoint Inc. | 261,872 | $62.79M | 1.8% | -6.4% | 0.182% | |
| 5/10/2024 | Nwam LLC | 7,487 | $1.78M | 0.1% | -78.8% | 0.005% | |
| 5/9/2024 | Forum Financial Management LP | 9,294 | $2.23M | 0.0% | -2.3% | 0.006% | |
| 5/9/2024 | Brighton Jones LLC | 37,919 | $9.09M | 0.3% | +1.2% | 0.026% | |
| 5/9/2024 | Private Portfolio Partners LLC | 11,655 | $2.79M | 0.6% | -2.3% | 0.008% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 7,062 | $1.69M | 0.0% | -6.4% | 0.005% | |
| 5/9/2024 | Blair William & Co. IL | 4,412 | $1.06M | 0.0% | +3.6% | 0.003% | |
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| 5/9/2024 | HBK Sorce Advisory LLC | 33,582 | $8.05M | 0.3% | +0.3% | 0.023% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 8,093 | $1.94M | 0.0% | +6.6% | 0.006% | |
| 5/9/2024 | Wealthquest Corp | 696,075 | $166.89M | 17.8% | -7.3% | 0.484% | |
| 5/9/2024 | Ledyard National Bank | 45,067 | $10.81M | 1.0% | -0.2% | 0.031% | |
| 5/9/2024 | TBH Global Asset Management LLC | 2,229 | $534K | 0.1% | N/A | 0.002% | |
| 5/9/2024 | MB Generational Wealth LLC | 3,227 | $774K | 0.7% | +184.6% | 0.002% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 1,363 | $327K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 1,214 | $291K | 0.1% | -53.1% | 0.001% | |
| 5/9/2024 | Private Management Group Inc. | 6,016 | $1.44M | 0.1% | N/A | 0.004% | |
| 5/9/2024 | Interchange Capital Partners LLC | 3,305 | $789K | 0.5% | -4.1% | 0.002% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 2,183 | $523K | 0.1% | -4.0% | 0.002% | |
| 5/8/2024 | Berkshire Money Management Inc. | 11,094 | $2.66M | 0.3% | -22.9% | 0.008% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 364,706 | $87.44M | 5.4% | +1.6% | 0.254% | |
| 5/8/2024 | Sheets Smith Wealth Management | 11,933 | $2.86M | 0.3% | +25.8% | 0.008% | |
| 5/8/2024 | Bleakley Financial Group LLC | 581,897 | $139.52M | 4.0% | +3.2% | 0.405% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,262 | $2.22M | 0.0% | +14.7% | 0.006% | |
| 5/8/2024 | US Bancorp DE | 28,952 | $6.94M | 0.0% | +40.3% | 0.020% | |
| 5/8/2024 | QRG Capital Management Inc. | 121,243 | $29.07M | 0.4% | +20.4% | 0.084% | |
| 5/8/2024 | Watershed Private Wealth LLC | 15,779 | $3.78M | 1.7% | +20.8% | 0.011% | |
| 5/8/2024 | Verus Financial Partners Inc. | 92,474 | $22.17M | 2.6% | -1.3% | 0.064% | |
| 5/8/2024 | Delta Financial Advisors LLC | 1,781 | $427K | 0.2% | -12.3% | 0.001% | |
| 5/7/2024 | Verus Capital Partners LLC | 2,402 | $576K | 0.1% | -17.3% | 0.002% | |
| 5/7/2024 | Sei Investments Co. | 7,193 | $1.73M | 0.0% | -25.7% | 0.005% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 1,125 | $270K | 0.0% | +7.0% | 0.001% | |
| 5/7/2024 | Atomi Financial Group Inc. | 2,809 | $673K | 0.1% | +2.9% | 0.002% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 5,111 | $1.23M | 0.0% | -6.7% | 0.004% | |
| 5/7/2024 | WealthPLAN Partners LLC | 1,651 | $396K | 0.0% | +44.1% | 0.001% | |
| 5/7/2024 | Smithfield Trust Co | 24,703 | $5.92M | 0.3% | +1.2% | 0.017% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 19,782 | $4.74M | 2.1% | -18.3% | 0.014% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 16,187 | $3.88M | 0.1% | +0.8% | 0.011% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 57,755 | $13.85M | 0.4% | -4.7% | 0.040% | |
| 5/7/2024 | Wealthspire Advisors LLC | 443,427 | $106.32M | 1.4% | -3.8% | 0.308% | |
| 5/7/2024 | Howard Wealth Management LLC | 7,227 | $1.73M | 1.4% | +1.8% | 0.005% | |
| 5/7/2024 | Mystic Asset Management Inc. | 5,538 | $1.33M | 0.5% | -1.5% | 0.004% | |
| 5/7/2024 | Empowered Funds LLC | 171,149 | $41.04M | 0.7% | N/A | 0.119% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,879 | $5.49M | 0.0% | +99.2% | 0.016% | |
| 5/6/2024 | CFO4Life Group LLC | 889 | $213K | 0.0% | N/A | 0.001% | |
| 5/6/2024 | VitalStone Financial LLC | 4,153 | $996K | 0.8% | +4.4% | 0.003% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 6,561 | $1.57M | 0.1% | -1.1% | 0.005% | |
| 5/6/2024 | Latigo Investments LLC | 108,982 | $26.13M | 13.4% | +0.3% | 0.076% | |
| 5/4/2024 | SPC Financial Inc. | 79,138 | $18.97M | 1.8% | -2.5% | 0.055% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 2,638 | $632K | 0.2% | -73.3% | 0.002% | |
| 5/4/2024 | Vista Capital Partners Inc. | 7,136 | $1.71M | 0.2% | -0.6% | 0.005% | |
| 5/3/2024 | Signaturefd LLC | 467,799 | $112.16M | 2.4% | -1.8% | 0.325% | |
| 5/3/2024 | Integris Wealth Management LLC | 57,371 | $13.76M | 3.8% | -4.6% | 0.040% | |
| 5/3/2024 | Embree Financial Group | 2,701 | $648K | 0.1% | -22.9% | 0.002% | |
| 5/3/2024 | WealthTrust Asset Management LLC | 6,898 | $1.65M | 1.3% | +1.8% | 0.005% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,219 | $1.49M | 0.2% | +8.1% | 0.004% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 4,243 | $1.02M | 0.1% | -3.6% | 0.003% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 1,204 | $289K | 0.0% | N/A | 0.001% | |
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| 5/3/2024 | Commerce Bank | 27,015 | $6.48M | 0.0% | -1.5% | 0.019% | |
| 5/3/2024 | Liberty Wealth Management LLC | 3,648 | $875K | 0.2% | +9,500.0% | 0.003% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 66,418 | $15.92M | 0.5% | -0.4% | 0.046% | |
| 5/3/2024 | Patron Partners LLC | 13,255 | $3.18M | 1.9% | +54.8% | 0.009% | |
| 5/3/2024 | Whittier Trust Co. | 34,653 | $8.31M | 0.1% | +5.1% | 0.024% | |
| 5/2/2024 | Salomon & Ludwin LLC | 3,199 | $767K | 0.1% | -19.7% | 0.002% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 10,393 | $2.49M | 0.1% | -2.1% | 0.007% | |
| 5/2/2024 | Haverford Trust Co | 105,504 | $25.30M | 0.3% | +13.9% | 0.073% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 307,438 | $73.71M | 3.0% | +6.8% | 0.214% | |
| 5/2/2024 | Lincoln National Corp | 29,340 | $7.04M | 0.1% | -1.8% | 0.020% | |
