| 5/17/2024 | Comerica Bank | 99,520 | $5.10M | 0.0% | +1.9% | 0.024% | |
| 5/16/2024 | Captrust Financial Advisors | 2,099,769 | $106.67M | 0.4% | +4.6% | 0.513% | |
| 5/15/2024 | SVB Wealth LLC | 361,874 | $18.56M | 0.4% | +4.5% | 0.088% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 149,097 | $7.65M | 0.4% | +0.8% | 0.036% | |
| 5/15/2024 | Lazard Asset Management LLC | 479,410 | $24.58M | 0.0% | +1.5% | 0.117% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 15,207 | $780K | 0.1% | -3.7% | 0.004% | |
|
| 5/15/2024 | Stonebridge Capital Advisors LLC | 13,670 | $701K | 0.1% | -19.3% | 0.003% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 115,536 | $5.93M | 2.8% | N/A | 0.028% | |
| 5/14/2024 | Payden & Rygel Investment Group | 1,747 | $90K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Davis R M Inc. | 192,949 | $9.89M | 0.2% | -20.1% | 0.047% | |
| 5/11/2024 | Alley Investment Management Company LLC | 350,294 | $17.96M | 2.5% | +2.3% | 0.086% | |
| 5/11/2024 | NYL Investors LLC | 5,402,339 | $277.03M | 10.0% | -50.3% | 1.319% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 14,742 | $756K | 0.1% | -11.1% | 0.004% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 18,185 | $933K | 0.2% | -31.6% | 0.004% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 80,773 | $4.14M | 0.2% | -5.4% | 0.020% | |
| 5/10/2024 | Allstate Corp | 6,157,676 | $315.77M | 22.4% | +11.3% | 1.503% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 91,827 | $4.71M | 0.8% | +5.0% | 0.022% | |
| 5/10/2024 | J. L. Bainbridge & Co. Inc. | 5,935 | $304K | 0.0% | -7.1% | 0.001% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 1,151,986 | $59.07M | 0.8% | -5.6% | 0.281% | |
| 5/7/2024 | Abbrea Capital LLC | 55,976 | $2.87M | 0.4% | -1.8% | 0.014% | |
| 5/7/2024 | New South Capital Management Inc. | 67,328 | $3.45M | 0.1% | +2.2% | 0.016% | |
| 5/6/2024 | Mittelman Wealth Management | 20,211 | $1.04M | 0.7% | N/A | 0.005% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,533 | $79K | 0.1% | +2,687.3% | 0.000% | |
| 5/3/2024 | FDx Advisors Inc. | 112,193 | $5.75M | 0.9% | -2.7% | 0.027% | |
| 5/3/2024 | United Community Bank | 45,603 | $2.34M | 0.9% | -11.8% | 0.011% | |
| 5/3/2024 | Whittier Trust Co. | 89,421 | $4.59M | 0.1% | -14.6% | 0.022% | |
| 5/2/2024 | RiverFront Investment Group LLC | 482,428 | $24.74M | 0.7% | +27.1% | 0.118% | |
| 5/2/2024 | Graypoint LLC | 160,204 | $8.22M | 0.6% | -0.2% | 0.039% | |
| 5/2/2024 | Haverford Trust Co | 1,846,099 | $94.67M | 1.0% | +3.7% | 0.452% | |
| 5/2/2024 | Vantage Financial Partners LLC | 53,092 | $2.72M | 0.7% | +2.2% | 0.013% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 55,246 | $2.84M | 0.5% | -2.2% | 0.014% | |
| 5/2/2024 | Hollencrest Capital Management | 66,197 | $3.40M | 0.2% | +4.6% | 0.016% | |
| 5/2/2024 | Argent Advisors Inc. | 266,853 | $13.68M | 5.4% | +4.3% | 0.065% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 691,165 | $35.44M | 0.1% | -6.3% | 0.169% | |
| 5/1/2024 | BNP Paribas Financial Markets | 5,203 | $267K | 0.0% | -87.1% | 0.001% | |
| 4/30/2024 | Arkadios Wealth Advisors | 21,223 | $1.09M | 0.1% | +8.4% | 0.005% | |
| 4/29/2024 | Boyd Watterson Asset Management LLC OH | 6,973 | $358K | 0.1% | -12.4% | 0.002% | |
| 4/29/2024 | Meritage Portfolio Management | 205,623 | $10.54M | 0.7% | -5.3% | 0.050% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 94,911 | $4.87M | 0.5% | +10.0% | 0.023% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 41,892 | $2.15M | 0.2% | -2.7% | 0.010% | |
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| 4/26/2024 | SlateStone Wealth LLC | 11,535 | $592K | 0.1% | +30.2% | 0.003% | |
| 4/25/2024 | Bear Mountain Capital Inc. | 29,016 | $1.47M | 0.6% | -2.5% | 0.007% | |
| 4/25/2024 | Equitable Trust Co. | 129,546 | $6.64M | 0.5% | -22.7% | 0.032% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 833,670 | $42.75M | 8.5% | +2.7% | 0.203% | |
| 4/25/2024 | Summit Financial LLC | 17,960 | $921K | 0.1% | +9.9% | 0.004% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 234,190 | $12.01M | 0.0% | +7.8% | 0.057% | |
| 4/24/2024 | Leavell Investment Management Inc. | 245,622 | $12.60M | 0.7% | +21.6% | 0.060% | |
| 4/24/2024 | NBT Bank N A NY | 280,766 | $14.40M | 1.1% | -0.2% | 0.068% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 64,071 | $3.29M | 0.3% | +0.4% | 0.016% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 4,091 | $210K | 0.0% | N/A | 0.001% | |
| 4/19/2024 | DMC Group LLC | 45,803 | $2.35M | 2.0% | +5.4% | 0.011% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 543,497 | $27.87M | 0.0% | -19.3% | 0.131% | |
| 4/18/2024 | Buffington Mohr McNeal | 80,141 | $4.11M | 0.7% | +6.1% | 0.019% | |
| 4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 44,421 | $2.28M | 0.6% | -14.1% | 0.011% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 8,124 | $417K | 0.1% | -5.0% | 0.002% | |
| 4/18/2024 | Park Place Capital Corp | 1,483 | $76K | 0.0% | +270.8% | 0.000% | |
| 4/17/2024 | Fiduciary Alliance LLC | 6,439 | $328K | 0.1% | +29.6% | 0.002% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 48,296 | $2.48M | 0.9% | +9.6% | 0.012% | |
| 4/17/2024 | Private Ocean LLC | 2,364 | $121K | 0.0% | -49.0% | 0.001% | |
| 4/17/2024 | Burns J W & Co. Inc. NY | 53,312 | $2.73M | 0.4% | -4.4% | 0.013% | |
| 4/16/2024 | Tsfg LLC | 1,240 | $64K | 0.0% | -19.8% | 0.000% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 863,888 | $44.30M | 7.8% | 0.0% | 0.209% | |
| 4/15/2024 | Graybill Wealth Management LTD. | 67,595 | $3.47M | 1.5% | +6.8% | 0.016% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 2,774 | $142K | 0.1% | N/A | 0.001% | |
| 4/15/2024 | Sunbelt Securities Inc. | 4,887 | $251K | 0.0% | -29.3% | 0.001% | |
| 4/15/2024 | West Paces Advisors Inc. | 1,505 | $77K | 0.0% | -19.4% | 0.000% | |
| 4/13/2024 | Parkside Investments LLC | 604,735 | $31.01M | 4.8% | +36.5% | 0.148% | |
| 4/9/2024 | Curbstone Financial Management Corp | 108,660 | $5.57M | 1.2% | -9.7% | 0.026% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 30,994 | $1.59M | 0.0% | +3.9% | 0.008% | |
| 4/5/2024 | Martin Capital Partners LLC | 98,112 | $5.03M | 1.9% | -2.4% | 0.023% | |
| 4/5/2024 | NBC Securities Inc. | 16,217 | $831K | 0.1% | -1.5% | 0.004% | |
| 4/3/2024 | Strategic Advocates LLC | 78,824 | $4.04M | 1.6% | N/A | 0.019% | |
| 4/2/2024 | M&R Capital Management Inc. | 6,100 | $313K | 0.1% | -27.4% | 0.001% | |
| 4/1/2024 | Confluence Investment Management LLC | 103,124 | $5.29M | 0.1% | N/A | 0.024% | |
| 3/22/2024 | Cooksen Wealth LLC | 32,878 | $1.69M | 1.9% | N/A | 0.008% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 478 | $25K | 0.0% | N/A | 0.000% | |
| 3/5/2024 | Fisher Asset Management LLC | 11,504 | $590K | 0.0% | -6.8% | 0.003% | |
| 3/1/2024 | ARK & TLK Investments LLC | 13,629 | $699K | 0.2% | N/A | 0.003% | |
| 2/23/2024 | Arkansas Financial Group Inc. | 864,281 | $44.32M | 8.2% | +0.2% | 0.205% | |
| 2/20/2024 | Able Wealth Management LLC | 9,648 | $495K | 0.4% | N/A | 0.002% | |
| 2/16/2024 | Peloton Wealth Strategists | 10,896 | $559K | 0.2% | +15.3% | 0.003% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 7,284 | $373K | 0.4% | N/A | 0.002% | |
| 2/14/2024 | Waterloo Capital L.P. | 9,427 | $483K | 0.1% | N/A | 0.002% | |
| 2/13/2024 | Keeley Teton Advisors LLC | 15,797 | $810K | 0.1% | -66.9% | 0.004% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 147,922 | $7.59M | 0.5% | +1.1% | 0.035% | |
| 2/13/2024 | Hirtle Callaghan & Co LLC | 85,385 | $4.38M | 0.2% | -44.2% | 0.020% | |
| 2/13/2024 | Wellspring Financial Advisors LLC | 70,788 | $3.63M | 0.1% | +0.9% | 0.017% | |
| 2/13/2024 | United Community Bank | 51,728 | $2.65M | 1.1% | -20.2% | 0.012% | |
| 2/13/2024 | Rathbones Group PLC | 69,412 | $3.56M | 0.0% | -2.3% | 0.016% | |
| 2/12/2024 | SPX Gestao de Recursos Ltda | 4,950,070 | $253.82M | 19.6% | -9.5% | 1.175% | |
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| 2/12/2024 | Eagle Asset Management Inc. | 17,961 | $921K | 0.0% | -10.2% | 0.004% | |
| 2/12/2024 | Alley Investment Management Company LLC | 342,583 | $17.57M | 2.6% | +6.3% | 0.081% | |
| 2/12/2024 | J. L. Bainbridge & Co. Inc. | 6,388 | $328K | 0.0% | -4.6% | 0.002% | |
| 2/12/2024 | Arrow Financial Corp | 31,083 | $1.59M | 0.2% | -31.0% | 0.007% | |
| 2/12/2024 | NYL Investors LLC | 10,867,301 | $557.22M | 22.6% | -16.7% | 2.579% | |
| 2/12/2024 | Parallel Advisors LLC | 58,113 | $2.98M | 0.1% | -4.1% | 0.014% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 217,249 | $11.14M | 0.0% | +18.6% | 0.052% | |
| 2/9/2024 | Allstate Corp | 5,530,549 | $283.58M | 19.6% | -29.0% | 1.312% | |
| 2/9/2024 | Tidemark LLC | 948 | $49K | 0.0% | N/A | 0.000% | |
| 2/9/2024 | Union Savings Bank | 9,115 | $467K | 0.3% | -20.1% | 0.002% | |
