| 5/17/2024 | WealthPlan Investment Management LLC | 15,698 | $1.20M | 0.2% | -3.7% | 0.009% | |
| 5/17/2024 | Comerica Bank | 57,002 | $4.34M | 0.0% | +34.2% | 0.034% | |
| 5/17/2024 | SkyView Investment Advisors LLC | 486,445 | $37.06M | 6.9% | +11.9% | 0.289% | |
| 5/17/2024 | Creekmur Asset Management LLC | 22,763 | $1.73M | 0.6% | -1.9% | 0.014% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 6,177 | $471K | 0.0% | +10.8% | 0.004% | |
| 5/16/2024 | Ancora Advisors LLC | 70,170 | $5.35M | 0.1% | -8.5% | 0.042% | |
|
| 5/16/2024 | Kraft Davis & Associates LLC | 146,911 | $11.08M | 3.4% | +4.9% | 0.087% | |
| 5/15/2024 | Kestra Advisory Services LLC | 493,942 | $37.63M | 0.3% | +4.0% | 0.293% | |
| 5/15/2024 | 1832 Asset Management L.P. | 37,060 | $2.82M | 0.0% | -78.4% | 0.022% | |
| 5/15/2024 | Quadrature Capital Ltd | 12,528 | $954K | 0.0% | N/A | 0.007% | |
| 5/14/2024 | JT Stratford LLC | 39,853 | $3.04M | 0.6% | +10.9% | 0.024% | |
| 5/14/2024 | CreativeOne Wealth LLC | 8,774 | $668K | 0.0% | N/A | 0.005% | |
| 5/14/2024 | Forte Capital LLC ADV | 204,766 | $15.60M | 1.9% | +3.6% | 0.121% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 32,846 | $2.50M | 0.5% | -0.4% | 0.019% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 25,894 | $1.97M | 1.1% | +479.0% | 0.015% | |
| 5/13/2024 | Cedar Wealth Management LLC | 1,586 | $121K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 12,674 | $966K | 0.0% | -18.5% | 0.008% | |
| 5/10/2024 | Osaic Holdings Inc. | 431,275 | $32.86M | 0.1% | -17.2% | 0.256% | |
| 5/10/2024 | Capital Management Corp VA | 2,700 | $206K | 0.0% | N/A | 0.002% | |
| 5/10/2024 | TIAA Trust National Association | 5,287 | $403K | 0.0% | +83.0% | 0.003% | |
| 5/9/2024 | Private Portfolio Partners LLC | 4,314 | $329K | 0.1% | -3.8% | 0.003% | |
| 5/9/2024 | Renasant Bank | 2,693 | $205K | 0.1% | N/A | 0.002% | |
| 5/9/2024 | Zevin Asset Management LLC | 2,828 | $215K | 0.0% | -14.3% | 0.002% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 876,523 | $66.78M | 7.1% | -1.7% | 0.520% | |
| 5/9/2024 | Interchange Capital Partners LLC | 25,105 | $1.90M | 1.3% | -4.6% | 0.015% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 8,128 | $619K | 0.1% | +105.1% | 0.005% | |
| 5/8/2024 | Sheets Smith Wealth Management | 23,484 | $1.79M | 0.2% | +2.2% | 0.014% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 327,974 | $24.99M | 0.2% | +12.8% | 0.195% | |
| 5/8/2024 | US Bancorp DE | 11,862 | $904K | 0.0% | -19.7% | 0.007% | |
| 5/8/2024 | Inspire Advisors LLC | 5,483 | $418K | 0.1% | -3.1% | 0.003% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 27,659 | $2.11M | 0.2% | +0.8% | 0.016% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 255,867 | $19.49M | 0.8% | -3.1% | 0.152% | |
| 5/7/2024 | PFG Advisors | 14,186 | $1.08M | 0.1% | +10.6% | 0.008% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 55,371 | $4.22M | 0.1% | +12.8% | 0.033% | |
| 5/7/2024 | Wealthspire Advisors LLC | 171,608 | $13.08M | 0.2% | -3.2% | 0.102% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 61,921 | $4.72M | 1.3% | -0.3% | 0.037% | |
| 5/7/2024 | Insight Advisors LLC PA | 73,195 | $5.58M | 1.1% | +21.9% | 0.043% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 101,090 | $7.70M | 0.0% | +6.6% | 0.060% | |
| 5/6/2024 | Gallacher Capital Management LLC | 7,176 | $547K | 0.3% | +103.3% | 0.004% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 21,004 | $1.60M | 0.1% | +5.4% | 0.012% | |
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| 5/4/2024 | 9258 Wealth Management LLC | 48,037 | $3.66M | 0.6% | -1.6% | 0.029% | |
| 5/4/2024 | Glassman Wealth Services | 670,611 | $51.09M | 10.3% | +4.8% | 0.398% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 80,875 | $6.16M | 0.3% | +41.9% | 0.048% | |
| 5/3/2024 | Larson Financial Group LLC | 2,004 | $153K | 0.0% | +15.6% | 0.001% | |
| 5/3/2024 | WealthTrust Asset Management LLC | 3,111 | $237K | 0.2% | -9.9% | 0.002% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 6,232 | $475K | 0.0% | -15.8% | 0.004% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 10,978 | $836K | 0.3% | +15.7% | 0.007% | |
| 5/2/2024 | Smart Money Group LLC | 228,667 | $16.69M | 6.5% | N/A | 0.136% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 25,861 | $1.97M | 0.4% | +4.1% | 0.015% | |
| 5/2/2024 | Hardy Reed LLC | 8,927 | $680K | 0.1% | +3.8% | 0.005% | |
| 5/2/2024 | GSB Wealth Management LLC | 16,278 | $1.24M | 0.3% | N/A | 0.010% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 78,432 | $5.98M | 0.9% | +11.8% | 0.047% | |
| 5/2/2024 | Darrow Company Inc. | 64,847 | $4.94M | 3.2% | +718.1% | 0.038% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 44,635 | $3.40M | 0.1% | -5.8% | 0.026% | |
| 5/1/2024 | Blackhawk Capital Partners LLC. | 25,084 | $1.91M | 1.2% | -13.6% | 0.015% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 390,407 | $29.75M | 0.1% | +42.7% | 0.232% | |
| 5/1/2024 | Alta Wealth Advisors LLC | 4,448 | $339K | 0.2% | +18.7% | 0.003% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 139,581 | $10.64M | 1.3% | N/A | 0.083% | |
| 5/1/2024 | Mission Wealth Management LP | 10,930 | $833K | 0.0% | N/A | 0.006% | |
| 5/1/2024 | ORBA Wealth Advisors L.L.C. | 90,829 | $6.92M | 3.8% | +2.5% | 0.054% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 13,927 | $1.06M | 0.5% | -1.2% | 0.008% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 170,595 | $13.00M | 0.2% | -3.7% | 0.101% | |
| 5/1/2024 | Diversify Advisory Services LLC | 11,161 | $847K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | Private Advisor Group LLC | 1,601,009 | $121.98M | 0.9% | +0.3% | 0.952% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 113,643 | $8.66M | 0.4% | -0.6% | 0.068% | |
| 4/30/2024 | Hartline Investment Corp | 12,601 | $960K | 0.2% | N/A | 0.007% | |
| 4/30/2024 | Norden Group LLC | 9,620 | $733K | 0.1% | N/A | 0.006% | |
| 4/30/2024 | HB Wealth Management LLC | 266,728 | $20.32M | 0.3% | -3.2% | 0.159% | |
| 4/30/2024 | SpiderRock Advisors LLC | 3,175 | $237K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Fountainhead AM LLC | 5,559 | $424K | 0.1% | -2.8% | 0.003% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 13,816 | $1.05M | 0.6% | +5.4% | 0.008% | |
| 4/30/2024 | Townsend Asset Management Corp NC ADV | 168,247 | $12.82M | 5.1% | +3.7% | 0.100% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 784,096 | $59.74M | 0.1% | +0.5% | 0.466% | |
| 4/29/2024 | Durante & Waters LLC | 44,645 | $3.40M | 3.1% | -1.3% | 0.027% | |
| 4/29/2024 | Fiduciary Planning LLC | 461,909 | $35.19M | 13.3% | +3.3% | 0.275% | |
| 4/27/2024 | White Pine Investment CO | 30,516 | $2.33M | 0.7% | +8.3% | 0.018% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 6,465 | $493K | 0.0% | +5.9% | 0.004% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 697,062 | $53.11M | 11.4% | -7.1% | 0.416% | |
| 4/26/2024 | First National Trust Co | 129,493 | $9.87M | 0.4% | +91.0% | 0.077% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 24,429 | $1.86M | 0.2% | N/A | 0.015% | |
| 4/26/2024 | MONECO Advisors LLC | 13,845 | $1.06M | 0.2% | -5.7% | 0.008% | |
| 4/26/2024 | Latitude Advisors LLC | 3,457 | $263K | 0.2% | -34.5% | 0.002% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 3,789 | $289K | 0.0% | -25.5% | 0.002% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 66,484 | $5.07M | 0.7% | -1.9% | 0.040% | |
| 4/25/2024 | BCM Advisors LLC | 410,300 | $30.18M | 7.7% | -1.4% | 0.245% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 55,818 | $4.25M | 0.5% | -0.4% | 0.033% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 44,063 | $3.36M | 1.8% | +523.1% | 0.026% | |
| 4/25/2024 | IAG Wealth Partners LLC | 71,209 | $5.43M | 1.2% | +8.2% | 0.042% | |
| 4/24/2024 | Private Trust Co. NA | 7,788 | $593K | 0.1% | +26.7% | 0.005% | |
| 4/24/2024 | Win Advisors Inc. | 5,462 | $416K | 0.2% | -97.5% | 0.003% | |
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| 4/23/2024 | Triad Wealth Partners LLC | 115,330 | $8.79M | 6.7% | N/A | 0.069% | |
| 4/23/2024 | Global Retirement Partners LLC | 18,973 | $1.45M | 0.1% | -8.2% | 0.011% | |
| 4/23/2024 | Covenant Asset Management LLC | 5,898 | $449K | 0.1% | +5.6% | 0.004% | |
| 4/23/2024 | Sweet Financial Partners LLC | 38,438 | $2.93M | 0.7% | -2.2% | 0.023% | |
| 4/23/2024 | Wealth Advisory Solutions LLC | 49,709 | $3.59M | 0.9% | N/A | 0.030% | |
| 4/23/2024 | Masso Torrence Wealth Management Inc. | 83,962 | $6.40M | 3.8% | +11.0% | 0.050% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 24,651 | $1.88M | 0.2% | +6.8% | 0.015% | |
| 4/23/2024 | Fifth Third Bancorp | 7,694 | $586K | 0.0% | +7.4% | 0.005% | |
| 4/23/2024 | Summit Trail Advisors LLC | 16,810 | $1.28M | 0.0% | N/A | 0.010% | |
| 4/23/2024 | KLR Investment Advisors LLC | 15,257 | $1.11M | 0.8% | -15.0% | 0.009% | |
