| 5/16/2024 | B. Riley Wealth Advisors Inc. | 6,771 | $376K | 0.0% | -29.1% | 0.003% | |
| 5/16/2024 | Janus Henderson Group PLC | 13,396 | $794K | 0.0% | -2.4% | 0.006% | |
| 5/16/2024 | Ashford Capital Management Inc. | 59,653 | $3.53M | 0.5% | +25.5% | 0.029% | |
| 5/15/2024 | Transcendent Capital Group LLC | 44,952 | $2.66M | 1.5% | +13.4% | 0.022% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 167,946 | $9.95M | 2.4% | +61.9% | 0.081% | |
| 5/15/2024 | Lazard Asset Management LLC | 54,795 | $3.25M | 0.0% | +23.0% | 0.027% | |
|
| 5/15/2024 | Truvestments Capital LLC | 60,897 | $3.61M | 1.4% | -0.3% | 0.029% | |
| 5/14/2024 | CreativeOne Wealth LLC | 23,225 | $1.38M | 0.1% | -1.5% | 0.011% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 5,597 | $332K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | Pitcairn Co. | 6,378 | $378K | 0.0% | -55.4% | 0.003% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 6,490 | $384K | 0.0% | N/A | 0.003% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 26,212 | $1.55M | 1.3% | +97.0% | 0.013% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 11,674 | $692K | 0.0% | N/A | 0.006% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 97,638 | $5.78M | 0.5% | +1.3% | 0.047% | |
| 5/11/2024 | Elevatus Welath Management | 12,500 | $740K | 0.3% | N/A | 0.006% | |
| 5/11/2024 | Peak Asset Management LLC | 176,245 | $10.44M | 2.1% | +4.2% | 0.085% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 10,662 | $632K | 0.0% | N/A | 0.005% | |
| 5/10/2024 | Osaic Holdings Inc. | 184,697 | $10.94M | 0.0% | -16.5% | 0.089% | |
| 5/10/2024 | JPMorgan Chase & Co. | 42,085,362 | $2.49B | 0.2% | +221.6% | 20.383% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 9,109 | $527K | 0.1% | -29.3% | 0.004% | |
| 5/10/2024 | Tiff Advisory Services LLC | 140,227 | $8.31M | 3.7% | +4.7% | 0.068% | |
| 5/9/2024 | Forum Financial Management LP | 68,114 | $4.04M | 0.1% | +31.7% | 0.033% | |
| 5/9/2024 | XR Securities LLC | 8,115 | $481K | 0.0% | N/A | 0.004% | |
| 5/9/2024 | Camelot Portfolios LLC | 22,200 | $1.32M | 1.3% | -32.7% | 0.011% | |
| 5/8/2024 | Bell Investment Advisors Inc | 129,217 | $7.66M | 1.5% | -0.7% | 0.063% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 26,593 | $1.58M | 0.0% | +25.6% | 0.013% | |
| 5/8/2024 | Headlands Technologies LLC | 2,733 | $162K | 0.0% | -22.1% | 0.001% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 121,126 | $7.18M | 0.3% | -3.6% | 0.059% | |
| 5/7/2024 | Atomi Financial Group Inc. | 55,819 | $3.31M | 0.3% | N/A | 0.027% | |
| 5/7/2024 | Insight 2811 Inc. | 12,287 | $728K | 0.4% | +14.3% | 0.006% | |
| 5/7/2024 | Empowered Funds LLC | 139,028 | $8.21M | 0.1% | +7.3% | 0.067% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,322 | $671K | 0.0% | -70.4% | 0.005% | |
| 5/6/2024 | Advisory Alpha LLC | 34,048 | $2.02M | 0.1% | -91.7% | 0.016% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 2,760 | $164K | 0.0% | -11.4% | 0.001% | |
| 5/4/2024 | Gould Asset Management LLC CA | 16,790 | $995K | 0.2% | +17.0% | 0.008% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 4,705 | $279K | 0.0% | -94.6% | 0.002% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,861 | $703K | 0.1% | -32.4% | 0.006% | |
| 5/3/2024 | Commerce Bank | 176,363 | $10.45M | 0.1% | +1.3% | 0.085% | |
| 5/3/2024 | United Community Bank | 4,881 | $289K | 0.1% | +34.4% | 0.002% | |
| 5/3/2024 | Liberty Wealth Management LLC | 56,642 | $3.30M | 0.6% | +19,985.8% | 0.027% | |
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| 5/3/2024 | Central Pacific Bank Trust Division | 655 | $38K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | RiverFront Investment Group LLC | 13,184 | $781K | 0.0% | +4.8% | 0.006% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 13,964 | $827K | 0.0% | -98.6% | 0.007% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 9,463 | $561K | 0.4% | N/A | 0.005% | |
| 5/2/2024 | Comprehensive Wealth Management LLC | 343,106 | $20.33M | 15.8% | +95.0% | 0.166% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 91,303 | $5.41M | 0.0% | -0.3% | 0.044% | |
| 5/1/2024 | Auour Investments LLC | 7,011 | $415K | 0.2% | +7.7% | 0.003% | |
| 5/1/2024 | Blue Trust Inc. | 43,311 | $2.57M | 0.0% | +35.3% | 0.021% | |
| 5/1/2024 | Summit Wealth Group LLC | 22,951 | $1.36M | 0.9% | -5.0% | 0.011% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 859,294 | $50.91M | 0.1% | +149.0% | 0.416% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 4,311 | $255K | 0.0% | +50.0% | 0.002% | |
| 5/1/2024 | Starfox Financial Services LLC | 107,521 | $6.01M | 5.1% | +29.7% | 0.052% | |
| 5/1/2024 | Diversify Advisory Services LLC | 28,336 | $1.64M | 0.1% | N/A | 0.014% | |
| 5/1/2024 | SeaBridge Investment Advisors LLC | 77,383 | $4.58M | 1.2% | -38.7% | 0.037% | |
| 4/30/2024 | SpiderRock Advisors LLC | 5,044 | $293K | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Perigon Wealth Management LLC | 41,825 | $2.48M | 0.1% | +21.8% | 0.020% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 138,850 | $8.23M | 0.0% | +10.5% | 0.067% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 84,602 | $5.01M | 0.1% | +1.6% | 0.041% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 64,850 | $3.84M | 2.6% | +7.4% | 0.031% | |
| 4/26/2024 | Crestone Asset Management LLC | 131,969 | $7.82M | 1.6% | -22.5% | 0.064% | |
| 4/26/2024 | First National Trust Co | 67,184 | $3.98M | 0.2% | +15.4% | 0.033% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 61,574 | $3.65M | 0.5% | +1.4% | 0.030% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 226,234 | $13.40M | 1.0% | +15.2% | 0.110% | |
| 4/25/2024 | One Day In July LLC | 47,456 | $2.81M | 0.4% | -15.4% | 0.023% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 5,894 | $349K | 0.0% | -64.5% | 0.003% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 36,124 | $2.14M | 0.0% | +2.0% | 0.017% | |
| 4/24/2024 | Family Capital Trust Co | 49,939 | $2.96M | 1.0% | +8.2% | 0.024% | |
| 4/24/2024 | Simplicity Wealth LLC | 37,147 | $2.20M | 0.1% | +3.6% | 0.018% | |
| 4/24/2024 | Spire Wealth Management | 6,340 | $376K | 0.0% | +3.3% | 0.003% | |
| 4/23/2024 | Global Retirement Partners LLC | 118,898 | $7.04M | 0.3% | +10.9% | 0.058% | |
| 4/23/2024 | Gradient Investments LLC | 590 | $35K | 0.0% | -44.1% | 0.000% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 270,827 | $16.04M | 0.0% | +19.3% | 0.131% | |
| 4/22/2024 | Towneley Capital Management Inc DE | 53,982 | $3.20M | 0.8% | +1.6% | 0.026% | |
| 4/22/2024 | PFG Investments LLC | 9,594 | $568K | 0.0% | +6.1% | 0.005% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 22,960 | $1.36M | 0.1% | +8.8% | 0.011% | |
| 4/19/2024 | Legacy Wealth Asset Management LLC | 17,046 | $1.01M | 0.3% | +7.1% | 0.008% | |
| 4/19/2024 | Red Tortoise LLC | 161,496 | $9.57M | 5.3% | +11.1% | 0.078% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 44,873 | $2.66M | 1.7% | +0.6% | 0.022% | |
| 4/18/2024 | Cobblestone Asset Management LLC | 54,119 | $3.21M | 2.2% | -16.7% | 0.026% | |
| 4/18/2024 | O Brien Wealth Partners LLC | 148,730 | $8.81M | 2.0% | +4.7% | 0.072% | |
| 4/18/2024 | RHS Financial LLC | 20,957 | $1.24M | 0.7% | +17.4% | 0.010% | |
| 4/17/2024 | Vicus Capital | 148,679 | $8.81M | 0.8% | +4.2% | 0.072% | |
| 4/17/2024 | Stephens Group Asset Management LLC | 262,295 | $15.54M | 1.4% | +0.9% | 0.127% | |
| 4/17/2024 | Municipal Employees Retirement System of Michigan | 822,619 | $48.73M | 0.6% | -0.3% | 0.398% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 44,860 | $2.66M | 0.1% | +56.5% | 0.022% | |
| 4/16/2024 | Independence Bank of Kentucky | 25,385 | $1.50M | 0.5% | -2.1% | 0.012% | |
| 4/16/2024 | Tsfg LLC | 42,944 | $2.54M | 0.6% | +1,965.6% | 0.021% | |
| 4/16/2024 | Hengehold Capital Management LLC | 3,433 | $203K | 0.0% | N/A | 0.002% | |
| 4/16/2024 | Lincoln Capital Corp | 128,167 | $7.59M | 3.3% | +252.6% | 0.062% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 5,563,726 | $329.60M | 0.9% | +66.0% | 2.695% | |
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| 4/15/2024 | Sinecera Capital LLC | 37,190 | $2.20M | 3.1% | N/A | 0.018% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 80,221 | $4.75M | 0.2% | +11.1% | 0.039% | |
| 4/15/2024 | Northeast Financial Group Inc. | 5,422 | $321K | 0.1% | -11.8% | 0.003% | |
| 4/15/2024 | Brookstone Capital Management | 3,473 | $206K | 0.0% | N/A | 0.002% | |
| 4/15/2024 | Ehrlich Financial Group | 7,596 | $450K | 0.4% | +74.0% | 0.004% | |
| 4/12/2024 | Kaydan Wealth Management Inc. | 182,040 | $10.78M | 3.7% | -1.8% | 0.088% | |
| 4/12/2024 | Anderson Hoagland & Co. | 213,824 | $12.11M | 1.4% | +1.1% | 0.104% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 15,786 | $935K | 0.2% | -35.6% | 0.008% | |
| 4/11/2024 | GenWealth Group Inc. | 118,000 | $6.99M | 1.8% | +1.2% | 0.057% | |
| 4/11/2024 | Catalyst Private Wealth LLC | 56,221 | $3.33M | 1.7% | -2.8% | 0.027% | |
