| 5/17/2024 | Citizens Financial Group Inc. RI | 9,344 | $4.15M | 0.1% | +6.0% | 0.002% | |
| 5/17/2024 | Vima LLC | 759 | $337K | 0.1% | -11.7% | 0.000% | |
| 5/17/2024 | Advisory Resource Group | 13,659 | $6.07M | 1.4% | +2.1% | 0.002% | |
| 5/17/2024 | National Wealth Management Group LLC | 9,805 | $4.35M | 3.4% | -4.8% | 0.002% | |
| 5/17/2024 | Kozak & Associates Inc. | 83,843 | $37.90M | 10.2% | +1.1% | 0.014% | |
| 5/17/2024 | Investmark Advisory Group LLC | 6,225 | $2.76M | 1.5% | -2.5% | 0.001% | |
|
| 5/17/2024 | New Covenant Trust Company N.A. | 62 | $28K | 0.0% | N/A | 0.000% | |
| 5/17/2024 | XML Financial LLC | 7,322 | $3.25M | 0.3% | +9.6% | 0.001% | |
| 5/17/2024 | William Howard & Co Financial Advisors Inc | 1,207 | $536K | 0.5% | N/A | 0.000% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 804 | $357K | 0.1% | -13.3% | 0.000% | |
| 5/17/2024 | iA Global Asset Management Inc. | 205,520 | $91.25M | 1.1% | +7.1% | 0.035% | |
| 5/17/2024 | Lumbard & Kellner LLC | 2,115 | $939K | 0.5% | -10.9% | 0.000% | |
| 5/17/2024 | Garner Asset Management Corp | 18,789 | $8.34M | 4.2% | +5.9% | 0.003% | |
| 5/17/2024 | Vista Investment Partners LLC | 8,383 | $3.72M | 1.3% | +5.2% | 0.001% | |
| 5/17/2024 | Tandem Capital Management Corp ADV | 1,037 | $460K | 0.3% | +3.5% | 0.000% | |
| 5/17/2024 | First Western Trust Bank | 715 | $317K | 0.0% | +45.6% | 0.000% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 64,729 | $28.74M | 2.6% | -25.1% | 0.011% | |
| 5/17/2024 | Beacon Capital Management LLC | 70,932 | $31.50M | 6.5% | +40.4% | 0.012% | |
| 5/17/2024 | Pineridge Advisors LLC | 138 | $61K | 0.0% | -89.2% | 0.000% | |
| 5/17/2024 | Hancock Whitney Corp | 11,207 | $4.98M | 0.2% | -3.4% | 0.002% | |
| 5/17/2024 | Comerica Bank | 376,668 | $167.25M | 0.7% | -5.2% | 0.064% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 21,010 | $9.33M | 1.8% | N/A | 0.004% | |
| 5/17/2024 | Clear Point Advisors Inc. | 9,671 | $4.29M | 3.5% | +1.5% | 0.002% | |
| 5/17/2024 | Creekmur Asset Management LLC | 36,725 | $16.31M | 5.6% | -31.8% | 0.006% | |
| 5/16/2024 | Redwood Investment Management LLC | 568 | $252K | 0.0% | N/A | 0.000% | |
| 5/16/2024 | Slagle Financial LLC | 3,476 | $1.54M | 0.8% | -50.1% | 0.001% | |
| 5/16/2024 | Innova Wealth Partners | 4,077 | $1.81M | 1.4% | -68.9% | 0.001% | |
| 5/16/2024 | Levin Capital Strategies L.P. | 6,905 | $3.07M | 0.3% | -250.2% | 0.001% | |
| 5/16/2024 | FSA Wealth Management LLC | 685 | $304K | 0.1% | -18.5% | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 120,812 | $53.64M | 1.2% | +3.7% | 0.020% | |
| 5/16/2024 | Ancora Advisors LLC | 16,435 | $7.30M | 0.2% | -8.7% | 0.003% | |
| 5/16/2024 | High Falls Advisors Inc | 10,056 | $4.47M | 1.1% | +6.9% | 0.002% | |
| 5/16/2024 | Sweeney & Michel LLC | 553 | $247K | 0.1% | N/A | 0.000% | |
| 5/16/2024 | Prudent Investors Network Inc. | 61,192 | $27.17M | 10.2% | N/A | 0.010% | |
| 5/16/2024 | WPWealth LLP | 1,154 | $512K | 0.1% | -11.8% | 0.000% | |
| 5/16/2024 | Oxford Wealth Group LLC | 6,065 | $2.69M | 2.5% | N/A | 0.001% | |
| 5/16/2024 | Industrial Alliance Investment Management Inc. | 111,872 | $49.67M | 20.5% | +13.0% | 0.019% | |
| 5/16/2024 | Janus Henderson Group PLC | 472 | $210K | 0.0% | N/A | 0.000% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 3,663 | $1.62M | 0.5% | -80.6% | 0.001% | |
| 5/16/2024 | Benchmark Investment Advisors LLC | 565 | $251K | 0.2% | -98.3% | 0.000% | |
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| 5/16/2024 | Waverly Advisors LLC | 84,061 | $37.32M | 0.9% | +113.3% | 0.014% | |
| 5/16/2024 | Captrust Financial Advisors | 229,898 | $102.08M | 0.3% | -5.0% | 0.039% | |
| 5/16/2024 | Ashford Capital Management Inc. | 9,098 | $4.04M | 0.5% | -6.4% | 0.002% | |
| 5/15/2024 | Ascent Group LLC | 1,585 | $704K | 0.1% | +33.6% | 0.000% | |
| 5/15/2024 | SVB Wealth LLC | 18,559 | $8.24M | 0.2% | +15.2% | 0.003% | |
| 5/15/2024 | Medici Capital LLC | 58,297 | $25.88M | 29.3% | -27.7% | 0.010% | |
| 5/15/2024 | Transcendent Capital Group LLC | 9,322 | $4.14M | 2.3% | -2.0% | 0.002% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 11,500 | $5.11M | 0.4% | +3.0% | 0.002% | |
| 5/15/2024 | Ceeto Capital Group LLC | 324 | $144K | 0.1% | -60.7% | 0.000% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 4,597 | $2.04M | 0.5% | +14.8% | 0.001% | |
| 5/15/2024 | Aristides Capital LLC | 5,000 | $2.22M | 0.8% | -78.1% | 0.001% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 3,829 | $1.70M | 0.1% | -16.9% | 0.001% | |
| 5/15/2024 | BOKF NA | 117,679 | $52.36M | 1.0% | +1.3% | 0.020% | |
| 5/15/2024 | Kestra Advisory Services LLC | 550,598 | $244.47M | 1.6% | +11.8% | 0.093% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 3,434,759 | $1.53B | 41.8% | +934.0% | 0.582% | |
| 5/15/2024 | Lazard Asset Management LLC | 15,222 | $6.76M | 0.0% | -0.8% | 0.003% | |
| 5/15/2024 | LRI Investments LLC | 1,337 | $592K | 0.1% | N/A | 0.000% | |
| 5/15/2024 | 1832 Asset Management L.P. | 2,423 | $1.08M | 0.0% | -69.8% | 0.000% | |
| 5/15/2024 | Linscomb Wealth Inc. | 8,834 | $3.92M | 0.2% | +0.5% | 0.002% | |
| 5/15/2024 | Truvestments Capital LLC | 5,889 | $2.62M | 1.0% | +52.4% | 0.001% | |
| 5/15/2024 | Guardian Capital Advisors LP | 650 | $277K | 0.0% | -10.3% | 0.000% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 6,863 | $3.05M | 0.4% | -11.4% | 0.001% | |
| 5/15/2024 | Gamco Investors INC. ET AL | 9,650 | $4.29M | 0.0% | -0.3% | 0.002% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 1,569 | $696K | 0.1% | +183.2% | 0.000% | |
| 5/15/2024 | Envoi LLC | 2,180 | $968K | 2.3% | N/A | 0.000% | |
| 5/14/2024 | Biltmore Family Office LLC | 1,303 | $579K | 0.1% | -10.3% | 0.000% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 16,155 | $7.17M | 0.1% | +14.1% | 0.003% | |
| 5/14/2024 | JT Stratford LLC | 28,568 | $12.68M | 2.5% | +26.6% | 0.005% | |
| 5/14/2024 | Toronto Dominion Bank | 4,362,744 | $1.94B | 3.0% | -6.1% | 0.743% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 6,546 | $2.91M | 0.0% | +2.8% | 0.001% | |
| 5/14/2024 | Atalanta Sosnoff Capital LLC | 8,156 | $3.62M | 0.1% | +34.4% | 0.001% | |
| 5/14/2024 | Rodgers Brothers Inc. | 655 | $291K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 60,980 | $27.08M | 0.7% | +7.3% | 0.010% | |
| 5/14/2024 | EP Wealth Advisors LLC | 88,984 | $39.51M | 0.5% | -2.4% | 0.015% | |
| 5/14/2024 | OLD Mission Capital LLC | 87,389 | $38.80M | 0.7% | N/A | 0.015% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 41,706 | $18.52M | 0.7% | -13.2% | 0.007% | |
| 5/14/2024 | CreativeOne Wealth LLC | 62,255 | $27.64M | 1.1% | +40.4% | 0.011% | |
| 5/14/2024 | Vident Advisory LLC | 18,115 | $8.04M | 0.2% | -8.0% | 0.003% | |
| 5/14/2024 | Sculati Wealth Management LLC | 777 | $345K | 0.1% | -25.2% | 0.000% | |
| 5/14/2024 | TFO Wealth Partners LLC | 2,063 | $916K | 0.2% | -1.8% | 0.000% | |
| 5/14/2024 | Crewe Advisors LLC | 18,827 | $8.36M | 1.0% | +12.8% | 0.003% | |
| 5/14/2024 | Leelyn Smith LLC | 8,063 | $3.58M | 0.7% | +3.5% | 0.001% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 1,346 | $598K | 0.3% | -27.6% | 0.000% | |
| 5/14/2024 | InterOcean Capital Group LLC | 17,309 | $7.69M | 0.2% | +277.2% | 0.003% | |
| 5/14/2024 | Owen LaRue LLC | 17,198 | $7.64M | 4.8% | +13.5% | 0.003% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 4,788 | $2.13M | 0.1% | +46.2% | 0.001% | |
| 5/14/2024 | Twin Capital Management Inc. | 512 | $227K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 25,086 | $11.15M | 0.5% | +235.1% | 0.004% | |
| 5/13/2024 | Bessemer Group Inc. | 36,751 | $16.32M | 0.0% | +1.6% | 0.006% | |
| 5/13/2024 | PYA Waltman Capital LLC | 1,921 | $853K | 0.3% | -2.5% | 0.000% | |
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| 5/13/2024 | Safeguard Investment Advisory Group LLC | 83,672 | $37.15M | 12.6% | +1.6% | 0.014% | |
| 5/13/2024 | Index Fund Advisors Inc. | 1,038 | $461K | 0.0% | -5.1% | 0.000% | |
| 5/13/2024 | Basso Capital Management L.P. | 1,602 | $711K | 0.7% | +18.5% | 0.000% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 20,075 | $8.91M | 0.1% | +18.0% | 0.003% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 27,473 | $12.20M | 0.4% | -5.1% | 0.005% | |
| 5/13/2024 | Rockport Wealth LLC | 141,414 | $62.79M | 22.0% | N/A | 0.024% | |
| 5/13/2024 | Penobscot Investment Management Company Inc. | 40,193 | $17.85M | 1.9% | -0.4% | 0.007% | |
| 5/11/2024 | Lcnb Corp | 1,960 | $870K | 0.3% | +10.9% | 0.000% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 12,550 | $5.57M | 0.5% | -39.9% | 0.002% | |
| 5/11/2024 | Harvard Management Co. Inc. | 686,000 | $304.59M | 19.3% | N/A | 0.118% | |
