| 5/16/2024 | Kinloch Capital LLC | 29,539 | $3.88M | 2.0% | +47.0% | 0.097% | |
| 5/16/2024 | Zurich Insurance Group Ltd FI | 72,467 | $9.60M | 0.1% | -15.8% | 0.238% | |
| 5/15/2024 | BOKF NA | 1,021 | $135K | 0.0% | N/A | 0.003% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 5,036 | $661K | 0.0% | +29.0% | 0.017% | |
| 5/14/2024 | EP Wealth Advisors LLC | 3,711 | $487K | 0.0% | +208.5% | 0.012% | |
| 5/10/2024 | Osaic Holdings Inc. | 88,157 | $11.57M | 0.0% | -41.2% | 0.289% | |
|
| 5/10/2024 | TIAA Trust National Association | 7,819 | $1.03M | 0.0% | +8.7% | 0.026% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 26,245 | $3.44M | 0.1% | -0.5% | 0.086% | |
| 5/10/2024 | Nwam LLC | 7,486 | $993K | 0.1% | -2.3% | 0.025% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 14,968 | $1.96M | 0.1% | -1.7% | 0.049% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 8,046 | $1.06M | 0.0% | +341.8% | 0.026% | |
| 5/9/2024 | Condor Capital Management | 2,677 | $351K | 0.0% | -8.5% | 0.009% | |
| 5/8/2024 | Financial & Tax Architects LLC | 5,437 | $713K | 0.2% | -16.6% | 0.018% | |
| 5/8/2024 | Bleakley Financial Group LLC | 11,886 | $1.56M | 0.0% | +82.8% | 0.039% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 26,057 | $3.42M | 0.0% | +41.5% | 0.085% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 10,409 | $1.37M | 0.3% | +9.2% | 0.034% | |
| 5/7/2024 | RPG Investment Advisory LLC | 1,815 | $238K | 0.0% | -6.4% | 0.006% | |
| 5/7/2024 | KCM Investment Advisors LLC | 252,211 | $33.10M | 1.2% | +1.6% | 0.827% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,524 | $856K | 0.0% | -13.7% | 0.021% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 69,641 | $9.14M | 0.0% | +79.4% | 0.228% | |
| 5/6/2024 | Mittelman Wealth Management | 3,012 | $395K | 0.3% | N/A | 0.010% | |
| 5/6/2024 | Advisory Alpha LLC | 3,589 | $471K | 0.0% | N/A | 0.012% | |
| 5/4/2024 | Csenge Advisory Group | 10,627 | $1.39M | 0.1% | N/A | 0.035% | |
| 5/3/2024 | MontVue Capital Management Inc. | 10,937 | $1.44M | 1.3% | +16.7% | 0.036% | |
| 5/3/2024 | Callan Capital LLC | 62,127 | $8.15M | 0.7% | -2.6% | 0.204% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 1,600 | $210K | 0.0% | -50.3% | 0.005% | |
| 5/3/2024 | Wellington Shields Capital Management LLC | 1,486 | $195K | 0.0% | -30.3% | 0.005% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 2,331 | $306K | 0.1% | -24.2% | 0.008% | |
| 5/3/2024 | Absolute Capital Management LLC | 25,902 | $3.40M | 2.2% | +2.4% | 0.085% | |
| 5/2/2024 | Salomon & Ludwin LLC | 360 | $47K | 0.0% | +42.9% | 0.001% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 69,533 | $9.12M | 0.9% | +0.5% | 0.228% | |
| 5/2/2024 | Gilbert & Cook Inc. | 3,729 | $489K | 0.1% | +5.1% | 0.012% | |
| 5/2/2024 | Curran Financial Partners LLC | 28,794 | $3.78M | 1.3% | -3.4% | 0.094% | |
| 5/2/2024 | Goelzer Investment Management Inc. | 2,253 | $296K | 0.0% | -14.5% | 0.007% | |
| 5/2/2024 | Crown Wealth Group LLC | 44,445 | $5.83M | 3.0% | +3.3% | 0.146% | |
| 5/2/2024 | ESG Planning DBA Harper Investing | 2,869 | $376K | 0.4% | N/A | 0.009% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 3,644 | $478K | 0.0% | -5.5% | 0.012% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 100,477 | $13.19M | 0.0% | -7.9% | 0.329% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 5,999 | $787K | 0.1% | +10.1% | 0.020% | |
| 4/30/2024 | Private Advisor Group LLC | 12,283 | $1.61M | 0.0% | +31.3% | 0.040% | |
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| 4/30/2024 | J.W. Cole Advisors Inc. | 2,899 | $381K | 0.0% | N/A | 0.010% | |
| 4/30/2024 | Astor Investment Management LLC | 55,131 | $7.23M | 2.9% | +24.9% | 0.181% | |
| 4/30/2024 | HB Wealth Management LLC | 11,285 | $1.48M | 0.0% | -2.2% | 0.037% | |
| 4/30/2024 | Woodward Diversified Capital LLC | 8,953 | $1.18M | 0.7% | -19.5% | 0.029% | |
| 4/30/2024 | Fountainhead AM LLC | 2,547 | $334K | 0.1% | +10.5% | 0.008% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 561 | $74K | 0.0% | +60.3% | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 30,476 | $4.00M | 0.0% | -5.6% | 0.100% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 29,844 | $3.92M | 2.7% | +21.6% | 0.098% | |
| 4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 26,895 | $3.53M | 0.9% | +1.0% | 0.088% | |
| 4/26/2024 | Advisors Management Group Inc. ADV | 3,461 | $454K | 0.1% | -2.6% | 0.011% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 1,952 | $256K | 0.1% | -6.3% | 0.006% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 5,587 | $733K | 0.1% | -38.8% | 0.018% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 28,299 | $3.71M | 0.0% | +70.9% | 0.093% | |
| 4/24/2024 | Leavell Investment Management Inc. | 4,013 | $527K | 0.0% | +11.3% | 0.013% | |
| 4/24/2024 | Trinity Legacy Partners LLC | 17,577 | $2.31M | 0.7% | +25.4% | 0.058% | |
| 4/24/2024 | Dakota Wealth Management | 21,683 | $2.85M | 0.1% | -1.3% | 0.071% | |
| 4/24/2024 | Simplicity Wealth LLC | 11,886 | $1.56M | 0.0% | N/A | 0.039% | |
| 4/24/2024 | Spire Wealth Management | 9,848 | $1.29M | 0.1% | +6.6% | 0.032% | |
| 4/24/2024 | Essex Financial Services Inc. | 2,589 | $340K | 0.0% | N/A | 0.008% | |
| 4/23/2024 | Global Retirement Partners LLC | 254 | $33K | 0.0% | +51.2% | 0.001% | |
| 4/23/2024 | Fifth Third Bancorp | 11,906 | $1.56M | 0.0% | -5.4% | 0.039% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 227,171 | $29.81M | 0.0% | -24.9% | 0.745% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 151,780 | $19.92M | 2.9% | -2.9% | 0.498% | |
| 4/22/2024 | Raymond James & Associates | 66,719 | $8.76M | 0.0% | +0.7% | 0.219% | |
| 4/19/2024 | Advisor Resource Council | 7,542 | $990K | 0.4% | -49.6% | 0.025% | |
| 4/19/2024 | Kovack Advisors Inc. | 10,554 | $1.39M | 0.2% | +0.9% | 0.035% | |
| 4/19/2024 | Stapp Wealth Management Pllc | 19,069 | $2.50M | 4.4% | -0.5% | 0.063% | |
| 4/18/2024 | Saxon Interests Inc. | 6,090 | $799K | 0.4% | -4.7% | 0.020% | |
| 4/18/2024 | Exchange Capital Management Inc. | 52,866 | $6.94M | 1.1% | -1.0% | 0.173% | |
| 4/18/2024 | Narus Financial Partners LLC | 13,188 | $1.73M | 0.7% | +15.1% | 0.043% | |
| 4/17/2024 | Dumont & Blake Investment Advisors LLC | 14,774 | $1.94M | 0.6% | -30.9% | 0.048% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 1,992 | $261K | 0.0% | -44.7% | 0.007% | |
| 4/16/2024 | Financial Management Professionals Inc. | 13,269 | $1.74M | 0.3% | -53.7% | 0.044% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 17,170 | $2.25M | 0.6% | +56.7% | 0.056% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 45,686 | $6.00M | 0.9% | +1.1% | 0.150% | |
| 4/15/2024 | Sound Income Strategies LLC | 281 | $37K | 0.0% | N/A | 0.001% | |
| 4/13/2024 | First Financial Corp IN | 17,760 | $2.33M | 1.2% | -8.6% | 0.058% | |
| 4/11/2024 | Royal Fund Management LLC | 30,055 | $3.95M | 0.4% | -4.4% | 0.099% | |
| 4/11/2024 | Beacon Capital Management Inc. | 1,300,339 | $171.45M | 7.2% | +189.6% | 4.275% | |
| 4/11/2024 | Executive Wealth Group LLC | 9,968 | $1.27M | 0.3% | +200.2% | 0.033% | |
| 4/10/2024 | CVA Family Office LLC | 8,276 | $1.09M | 0.2% | -3.0% | 0.027% | |
| 4/10/2024 | Triangle Securities Wealth Management | 5,238 | $687K | 0.2% | -8.6% | 0.017% | |
| 4/10/2024 | Aprio Wealth Management LLC | 65,897 | $8.65M | 1.7% | +21.4% | 0.217% | |
| 4/10/2024 | Park Avenue Securities LLC | 1,773 | $233K | 0.0% | -4.2% | 0.006% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 45,543 | $5.98M | 1.6% | +0.6% | 0.150% | |
| 4/10/2024 | Thomasville National Bank | 1,705 | $224K | 0.0% | N/A | 0.006% | |
| 4/10/2024 | EWG Elevate Inc. | 9,797 | $1.29M | 0.5% | N/A | 0.032% | |
| 4/9/2024 | Collective Family Office LLC | 3,735 | $490K | 0.2% | -4.5% | 0.012% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 50,094 | $6.57M | 0.2% | -0.4% | 0.165% | |
| 4/9/2024 | Mather Group LLC. | 616 | $81K | 0.0% | N/A | 0.002% | |
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| 4/4/2024 | Boltwood Capital Management | 2,354 | $309K | 0.1% | -6.1% | 0.008% | |
| 4/1/2024 | Park National Corp OH | 138,253 | $18.14M | 0.7% | +47.3% | 0.454% | |
| 4/1/2024 | Appleton Partners Inc. MA | 3,753 | $492K | 0.0% | -13.3% | 0.012% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 39,239 | $4.62M | 0.0% | -12.4% | 0.129% | |
| 2/28/2024 | EP Wealth Advisors LLC | 1,203 | $142K | 0.0% | -32.5% | 0.004% | |
| 2/26/2024 | Syon Capital LLC | 11,130 | $1.31M | 0.1% | -4.8% | 0.037% | |
| 2/26/2024 | Centaurus Financial Inc. | 7,809 | $919K | 0.1% | +1.3% | 0.026% | |
| 2/20/2024 | GLOBALT Investments LLC GA | 3,855 | $454K | 0.0% | N/A | 0.013% | |
| 2/15/2024 | Greytown Advisors Inc. | 29,996 | $3.53M | 1.9% | -1.8% | 0.099% | |
| 2/14/2024 | Vista Investment Management | 24,260 | $2.86M | 1.3% | +17.5% | 0.080% | |
