| 5/14/2024 | Leelyn Smith LLC | 63,687 | $7.71M | 1.5% | -0.9% | 0.014% | |
| 5/14/2024 | Evermay Wealth Management LLC | 93,825 | $11.35M | 1.7% | +1,558.9% | 0.021% | |
| 5/14/2024 | InterOcean Capital Group LLC | 4,182 | $506K | 0.0% | -29.2% | 0.001% | |
| 5/14/2024 | Pitcairn Co. | 2,160 | $261K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 33,064 | $4M | 0.2% | N/A | 0.007% | |
| 5/13/2024 | Bessemer Group Inc. | 135,378 | $16.38M | 0.0% | +2.2% | 0.030% | |
|
| 5/13/2024 | Cedar Wealth Management LLC | 7,798 | $943K | 0.3% | +56.5% | 0.002% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 7,310 | $884K | 0.1% | +18.3% | 0.002% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 16,848 | $2.04M | 0.0% | +21.8% | 0.004% | |
| 5/13/2024 | Rockport Wealth LLC | 97,365 | $11.78M | 4.1% | N/A | 0.022% | |
| 5/13/2024 | PAX Financial Group LLC | 34,678 | $4.20M | 0.8% | -5.2% | 0.008% | |
| 5/11/2024 | Spreng Capital Management Inc. | 29,349 | $3.55M | 1.9% | +11.8% | 0.006% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 117,995 | $14.28M | 1.2% | N/A | 0.026% | |
| 5/11/2024 | Davis R M Inc. | 2,210 | $267K | 0.0% | -16.5% | 0.000% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 5,927 | $717K | 0.4% | +57.3% | 0.001% | |
| 5/11/2024 | Covestor Ltd | 6,351 | $768K | 0.5% | +12.4% | 0.001% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 8,064 | $976K | 0.1% | -3.0% | 0.002% | |
| 5/11/2024 | ESL Trust Services LLC | 1,055 | $128K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Orion Capital Management LLC | 29,635 | $3.59M | 1.9% | -3.3% | 0.007% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 51,493 | $6.23M | 1.2% | +14.1% | 0.011% | |
| 5/11/2024 | Jacobi Capital Management LLC | 3,996 | $484K | 0.0% | -4.5% | 0.001% | |
| 5/11/2024 | Mark Sheptoff Financial Planning LLC | 12,321 | $1.49M | 0.8% | +1,261.4% | 0.003% | |
| 5/11/2024 | Strait & Sound Wealth Management LLC | 6,934 | $817K | 0.5% | +27.6% | 0.002% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 35,994 | $4.36M | 1.5% | +2.4% | 0.008% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,002,008 | $121.27M | 0.3% | -11.7% | 0.221% | |
| 5/10/2024 | Fiducient Advisors LLC | 8,882 | $1.08M | 0.2% | +69.3% | 0.002% | |
| 5/10/2024 | TIAA Trust National Association | 26,547 | $3.21M | 0.0% | -5.1% | 0.006% | |
| 5/10/2024 | Vanguard Group Inc. | 3,246,447 | $392.79M | 0.0% | +0.5% | 0.717% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 4,219 | $504K | 0.1% | -30.0% | 0.001% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 3,547 | $429K | 0.1% | N/A | 0.001% | |
| 5/10/2024 | Nwam LLC | 14,817 | $1.78M | 0.1% | -84.7% | 0.003% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 45,733 | $5.53M | 0.4% | -2.3% | 0.010% | |
| 5/9/2024 | ProVise Management Group LLC | 5,294 | $641K | 0.1% | -26.9% | 0.001% | |
| 5/9/2024 | Private Portfolio Partners LLC | 17,668 | $2.14M | 0.4% | +4.5% | 0.004% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 30,685 | $3.71M | 0.0% | -14.3% | 0.007% | |
| 5/9/2024 | Blair William & Co. IL | 142,257 | $17.21M | 0.1% | -3.9% | 0.031% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 11,580 | $1.40M | 0.0% | +2.3% | 0.003% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 26,444 | $3.20M | 0.1% | +63.6% | 0.006% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 1,659 | $201K | 0.0% | -26.6% | 0.000% | |
| 5/9/2024 | Ledyard National Bank | 3,943 | $477K | 0.0% | -22.9% | 0.001% | |
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| 5/9/2024 | Planning Directions Inc. | 1,689 | $204K | 0.1% | N/A | 0.000% | |
| 5/9/2024 | TBH Global Asset Management LLC | 160,866 | $19.46M | 3.9% | -17.9% | 0.036% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 816,936 | $98.84M | 0.1% | -8.7% | 0.180% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 3,266 | $395K | 0.2% | -5.7% | 0.001% | |
| 5/9/2024 | Texas Yale Capital Corp. | 4,273 | $517K | 0.0% | +3.6% | 0.001% | |
| 5/9/2024 | Angeles Wealth Management LLC | 5,902 | $714K | 0.1% | -51.3% | 0.001% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 3,407 | $412K | 0.3% | +15.3% | 0.001% | |
| 5/9/2024 | Miramar Capital LLC | 8,091 | $956K | 0.2% | -18.7% | 0.002% | |
| 5/9/2024 | New Insight Wealth Advisors | 18,466 | $2.23M | 1.4% | -17.9% | 0.004% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 16,127 | $1.95M | 0.2% | -0.9% | 0.004% | |
| 5/8/2024 | Cozad Asset Management Inc. | 19,871 | $2.40M | 0.3% | -1.4% | 0.004% | |
| 5/8/2024 | Richard C. Young & CO. LTD. | 27,381 | $3.31M | 0.4% | +2.2% | 0.006% | |
| 5/8/2024 | Baltimore Washington Financial Advisors Inc. | 267,893 | $32.41M | 2.0% | +11.1% | 0.059% | |
| 5/8/2024 | Sheets Smith Wealth Management | 2,809 | $340K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Paladin Advisory Group LLC | 4,511 | $544K | 0.4% | +3.1% | 0.001% | |
| 5/8/2024 | Bleakley Financial Group LLC | 2,790 | $338K | 0.0% | -77.4% | 0.001% | |
| 5/8/2024 | Focused Wealth Management Inc | 200,292 | $24.23M | 3.7% | +1.0% | 0.044% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 263,416 | $31.87M | 0.3% | -1.7% | 0.058% | |
| 5/8/2024 | US Bancorp DE | 252,348 | $30.53M | 0.0% | -11.9% | 0.056% | |
| 5/8/2024 | SP Asset Management LLC | 16,952 | $2.05M | 0.2% | -0.7% | 0.004% | |
| 5/8/2024 | Russell Investments Group Ltd. | 489 | $59K | 0.0% | +136.2% | 0.000% | |
| 5/8/2024 | QRG Capital Management Inc. | 7,019 | $849K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | Headlands Technologies LLC | 2,399 | $290K | 0.1% | +246.2% | 0.001% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 65,508 | $7.93M | 0.1% | -1.1% | 0.014% | |
| 5/8/2024 | Semus Wealth Partners LLC | 3,485 | $422K | 0.4% | -35.8% | 0.001% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 17,227 | $2.08M | 0.2% | -15.5% | 0.004% | |
| 5/7/2024 | Verus Capital Partners LLC | 12,783 | $1.55M | 0.2% | -1.7% | 0.003% | |
| 5/7/2024 | Pointe Capital Management LLC | 97,365 | $11.78M | 7.3% | +2.7% | 0.022% | |
| 5/7/2024 | NorthRock Partners LLC | 8,323 | $995K | 0.1% | +100.9% | 0.002% | |
| 5/7/2024 | Choate Investment Advisors | 23,693 | $2.87M | 0.1% | N/A | 0.005% | |
| 5/7/2024 | WNY Asset Management LLC | 7,531 | $911K | 0.1% | -4.8% | 0.002% | |
| 5/7/2024 | Sei Investments Co. | 219,016 | $26.50M | 0.0% | +29.5% | 0.048% | |
| 5/7/2024 | Abbrea Capital LLC | 79,757 | $9.65M | 1.3% | +0.2% | 0.018% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 400,257 | $48.43M | 9.8% | +2.0% | 0.088% | |
| 5/7/2024 | GW Henssler & Associates Ltd. | 52,579 | $6.36M | 0.4% | +15.7% | 0.012% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 138,621 | $16.77M | 0.7% | +3.8% | 0.031% | |
| 5/7/2024 | Atomi Financial Group Inc. | 5,307 | $642K | 0.1% | -2.2% | 0.001% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 159,239 | $19.27M | 5.8% | -3.6% | 0.035% | |
| 5/7/2024 | Allegheny Financial Group LTD | 6,113 | $740K | 0.2% | -5.2% | 0.001% | |
| 5/7/2024 | 49 Wealth Management LLC | 6,061 | $730K | 0.2% | -2.4% | 0.001% | |
| 5/7/2024 | Smithfield Trust Co | 361,632 | $43.72M | 2.3% | +4.5% | 0.080% | |
| 5/7/2024 | Facet Wealth Inc. | 2,676 | $315K | 0.0% | -3.8% | 0.001% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 110,973 | $13.43M | 3.7% | +9.7% | 0.025% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 3,137 | $380K | 0.2% | -13.8% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,771 | $819K | 0.0% | -2.1% | 0.001% | |
| 5/7/2024 | PFG Advisors | 120,357 | $14.56M | 1.1% | +5.1% | 0.027% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 74,644 | $9.03M | 0.3% | -1.1% | 0.016% | |
| 5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 17,929 | $2.17M | 0.1% | +5.7% | 0.004% | |
| 5/7/2024 | Wealthspire Advisors LLC | 151,086 | $18.28M | 0.2% | +3.9% | 0.033% | |
| 5/7/2024 | Insight Advisors LLC PA | 4,324 | $523K | 0.1% | +5.7% | 0.001% | |
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| 5/7/2024 | Howard Wealth Management LLC | 98,727 | $11.95M | 9.7% | -0.2% | 0.022% | |
| 5/7/2024 | Retirement Planning Co of New England Inc. | 7,767 | $940K | 0.5% | +1.2% | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 159,158 | $19.26M | 0.1% | -38.3% | 0.035% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 3,829 | $463K | 0.1% | -8.8% | 0.001% | |
| 5/6/2024 | Ballast Inc. | 107,994 | $13.07M | 4.1% | +0.8% | 0.024% | |
| 5/6/2024 | Capital City Trust Co. FL | 14,462 | $1.75M | 0.5% | -1.0% | 0.003% | |
| 5/6/2024 | Advisory Services Network LLC | 110,980 | $13.43M | 0.3% | -21.5% | 0.025% | |
| 5/6/2024 | Manchester Capital Management LLC | 25,130 | $3.04M | 0.4% | N/A | 0.006% | |
| 5/6/2024 | Mittelman Wealth Management | 87,172 | $10.55M | 7.1% | N/A | 0.019% | |
| 5/6/2024 | TFG Advisers LLC | 6,370 | $771K | 0.3% | -4.0% | 0.001% | |
