| 5/24/2024 | Cetera Advisors LLC | 120,454 | £3.94M | 0.0% | +140.9% | 0.199% | |
| 5/24/2024 | Cetera Investment Advisers | 269,219 | £8.80M | 0.0% | +134.8% | 0.446% | |
| 5/17/2024 | Comerica Bank | 27,869 | £911K | 0.0% | -8.6% | 0.046% | |
| 5/17/2024 | Hancock Whitney Corp | 12,612 | £412K | 0.0% | -2.6% | 0.021% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 7,588 | £248K | 0.0% | -17.9% | 0.013% | |
| 5/15/2024 | BOKF NA | 29,600 | £957K | 0.0% | -2.1% | 0.049% | |
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| 5/14/2024 | JT Stratford LLC | 11,570 | £378K | 0.1% | -30.7% | 0.019% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 8,849 | £289K | 0.0% | +16.1% | 0.015% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 175,830 | £5.75M | 0.2% | +8.1% | 0.291% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 17,844 | £583K | 0.0% | +26.9% | 0.030% | |
| 5/9/2024 | Private Portfolio Partners LLC | 191,318 | £6.25M | 1.3% | +2.4% | 0.317% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 82,220 | £2.69M | 0.0% | -5.7% | 0.136% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 38,541 | £1.26M | 0.0% | +3.6% | 0.064% | |
| 5/9/2024 | New Insight Wealth Advisors | 7,674 | £251K | 0.2% | +20.9% | 0.013% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 28,176 | £921K | 0.0% | -2.3% | 0.047% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 136,737 | £4.47M | 0.1% | +0.2% | 0.226% | |
| 5/7/2024 | Insight Advisors LLC PA | 20,754 | £678K | 0.1% | +9.1% | 0.034% | |
| 5/6/2024 | Kades & Cheifetz LLC | 110,267 | £3.60M | 2.3% | -4.5% | 0.183% | |
| 5/6/2024 | TFG Advisers LLC | 47,631 | £1.56M | 0.6% | -3.9% | 0.079% | |
| 5/2/2024 | Diversified LLC | 10,874 | £355K | 0.0% | +3.4% | 0.018% | |
| 5/2/2024 | Salomon & Ludwin LLC | 132,777 | £4.34M | 0.4% | -6.6% | 0.220% | |
| 5/2/2024 | Financial Counselors Inc. | 81,049 | £2.65M | 0.0% | -3.0% | 0.134% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 13,318 | £435K | 0.1% | -40.5% | 0.022% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 33,289 | £1.09M | 0.1% | -9.1% | 0.055% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 12,160 | £397K | 0.1% | -16.4% | 0.020% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 152,726 | £4.99M | 0.0% | +1.4% | 0.253% | |
| 5/1/2024 | VAUGHAN & Co SECURITIES INC. | 86,193 | £2.82M | 1.8% | -3.5% | 0.143% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 21,742 | £711K | 0.1% | +5.3% | 0.036% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 266,383 | £8.71M | 1.1% | N/A | 0.441% | |
| 5/1/2024 | Wambolt & Associates LLC | 13,768 | £445K | 0.1% | -44.2% | 0.023% | |
| 4/30/2024 | Private Advisor Group LLC | 57,389 | £1.87M | 0.0% | -21.2% | 0.094% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 6,892 | £225K | 0.0% | -23.0% | 0.011% | |
| 4/30/2024 | Mitchell Sinkler & Starr PA | 4,478 | £146K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | West Bancorporation Inc. | 41,758 | £1.37M | 0.9% | -30.0% | 0.069% | |
| 4/30/2024 | Marathon Strategic Advisors LLC | 54,254 | £1.77M | 2.2% | +1.5% | 0.089% | |
| 4/30/2024 | Navis Wealth Advisors LLC | 6,598 | £216K | 0.3% | N/A | 0.011% | |
| 4/30/2024 | Stock Yards Bank & Trust Co. | 116,741 | £3.82M | 0.1% | +1.8% | 0.192% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 383,354 | £12.53M | 0.0% | -2.5% | 0.631% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 17,087 | £558K | 0.0% | -12.0% | 0.028% | |
| 4/26/2024 | Aspen Investment Management Inc | 59,308 | £1.94M | 1.0% | -0.7% | 0.098% | |
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| 4/26/2024 | JNBA Financial Advisors | 67,382 | £2.20M | 0.2% | -19.8% | 0.111% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 2,579 | £84K | 0.0% | +1,472.6% | 0.004% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 69,778 | £2.28M | 0.0% | -7.8% | 0.115% | |
| 4/24/2024 | NBT Bank N A NY | 53,750 | £1.76M | 0.1% | -1.6% | 0.088% | |
| 4/24/2024 | Spire Wealth Management | 2,155 | £70K | 0.0% | -39.8% | 0.004% | |
| 4/24/2024 | H&H Retirement Design & Management INC | 143,235 | £4.48M | 2.9% | -10.5% | 0.236% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,317 | £43K | 0.0% | -28.5% | 0.002% | |
| 4/23/2024 | Wesbanco Bank Inc. | 31,137 | £1.02M | 0.0% | -4.8% | 0.051% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 447,318 | £14.62M | 0.0% | -15.3% | 0.736% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 8,894 | £291K | 0.1% | N/A | 0.015% | |
| 4/22/2024 | Raymond James & Associates | 321,711 | £10.51M | 0.0% | -0.5% | 0.530% | |
| 4/19/2024 | Powers Advisory Group LLC | 48,851 | £1.60M | 0.9% | +1.1% | 0.080% | |
| 4/19/2024 | Abundance Wealth Counselors | 8,164 | £267K | 0.1% | N/A | 0.013% | |
| 4/18/2024 | Plimoth Trust Co. LLC | 9,446 | £309K | 0.1% | -26.9% | 0.016% | |
| 4/18/2024 | AlphaMark Advisors LLC | 1,300 | £42K | 0.0% | -42.7% | 0.002% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 33,746 | £1.10M | 0.0% | +85.8% | 0.056% | |
| 4/17/2024 | Founders Financial Securities LLC | 13,682 | £447K | 0.0% | +8.8% | 0.023% | |
| 4/17/2024 | Guidance Capital Inc. | 20,387 | £627K | 0.2% | N/A | 0.034% | |
| 4/16/2024 | Independence Bank of Kentucky | 21,675 | £708K | 0.2% | +21.1% | 0.036% | |
| 4/16/2024 | Hengehold Capital Management LLC | 16,684 | £545K | 0.1% | -16.0% | 0.027% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 162,258 | £5.30M | 0.0% | -4.9% | 0.267% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 122,318 | £4.00M | 0.1% | +7.3% | 0.201% | |
| 4/15/2024 | Sunbelt Securities Inc. | 23,456 | £767K | 0.1% | -2.9% | 0.039% | |
| 4/15/2024 | McNamara Financial Services Inc. | 11,895 | £389K | 0.1% | -12.8% | 0.020% | |
| 4/15/2024 | F&V Capital Management LLC | 22,840 | £746K | 0.2% | +7.3% | 0.038% | |
| 4/13/2024 | Inspirion Wealth Advisors LLC | 46,110 | £1.51M | 0.2% | -4.6% | 0.074% | |
| 4/13/2024 | Evanson Asset Management LLC | 97,923 | £3.20M | 0.2% | +1.1% | 0.156% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 182,922 | £5.98M | 0.2% | +1.1% | 0.292% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 24,184 | £790K | 0.1% | +119.6% | 0.039% | |
| 4/11/2024 | Moller Wealth Partners | 11,378 | £372K | 0.1% | -3.8% | 0.018% | |
| 4/10/2024 | Buckingham Capital Management Inc. | 100,570 | £3.29M | 0.4% | -16.8% | 0.160% | |
| 4/10/2024 | Park Avenue Securities LLC | 12,844 | £420K | 0.0% | +13.5% | 0.020% | |
| 4/9/2024 | Montecito Bank & Trust | 39,881 | £1.30M | 0.3% | +1.2% | 0.064% | |
| 4/9/2024 | Mather Group LLC. | 29,328 | £943K | 0.0% | +13.8% | 0.047% | |
| 4/5/2024 | NBC Securities Inc. | 1,930 | £63K | 0.0% | -20.8% | 0.003% | |
| 3/26/2024 | Fairman Group LLC | 1,518 | £49K | 0.0% | N/A | 0.002% | |
| 3/15/2024 | Cape ANN Savings Bank | 8,260 | £255K | 0.2% | -15.0% | 0.013% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 9,239 | £298K | 0.0% | +21.8% | 0.015% | |
| 3/8/2024 | Trust Co. of Vermont | 1,825 | £59K | 0.0% | -18.9% | 0.003% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 2,658 | £86K | 0.0% | N/A | 0.004% | |
| 3/6/2024 | SageView Advisory Group LLC | 13,583 | £431K | 0.0% | -16.1% | 0.022% | |
| 2/28/2024 | EP Wealth Advisors LLC | 9,806 | £315K | 0.0% | -4.9% | 0.016% | |
| 2/26/2024 | Integrated Advisors Network LLC | 14,450 | £465K | 0.0% | +10.7% | 0.023% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 19,251 | £598K | 0.0% | -18.0% | 0.031% | |
| 2/23/2024 | Beacon Financial Group | 139,387 | £4.48M | 0.5% | +17.8% | 0.222% | |
| 2/15/2024 | Financial Planning & Information Services Inc. | 55,587 | £1.79M | 0.3% | +1.3% | 0.089% | |
| 2/15/2024 | Comerica Bank | 30,506 | £981K | 0.0% | -4.0% | 0.049% | |
| 2/14/2024 | Creative Planning | 1,573,221 | £50.61M | 0.1% | -1.6% | 2.509% | |
| 2/14/2024 | RMB Capital Management LLC | 147,843 | £4.76M | 0.1% | +10.6% | 0.236% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 14,167 | £456K | 0.0% | +8.1% | 0.023% | |
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| 2/13/2024 | Anson Capital Inc. | 6,243 | £201K | 0.3% | N/A | 0.010% | |
| 2/13/2024 | Jones Financial Companies Lllp | 59,829 | £1.93M | 0.0% | +2.0% | 0.095% | |
| 2/13/2024 | TFG Advisers LLC | 49,566 | £1.60M | 0.7% | -3.2% | 0.079% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 22,384 | £720K | 0.1% | -3.2% | 0.036% | |
| 2/12/2024 | Robinson Smith Wealth Advisors LLC | 18,741 | £603K | 0.6% | N/A | 0.030% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 13,181 | £424K | 0.0% | N/A | 0.021% | |
| 2/12/2024 | Stifel Financial Corp | 218,585 | £7.03M | 0.0% | +2.4% | 0.349% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 22,982 | £739K | 0.0% | +3.4% | 0.037% | |
| 2/9/2024 | H&H Retirement Design & Management INC | 159,981 | £4.93M | 3.1% | +2.3% | 0.255% | |
| 2/9/2024 | Advisory Services Network LLC | 10,968 | £353K | 0.0% | -3.8% | 0.017% | |
