| 5/17/2024 | Hancock Whitney Corp | 6,371 | $276K | 0.0% | +13.8% | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 7,530 | $326K | 0.0% | N/A | 0.000% | |
| 5/16/2024 | Benchmark Investment Advisors LLC | 5,000 | $216K | 0.2% | N/A | 0.000% | |
| 5/16/2024 | Captrust Financial Advisors | 669,375 | $28.98M | 0.1% | +185.6% | 0.036% | |
| 5/15/2024 | Earnest Partners LLC | 74,972 | $3.25M | 0.0% | -1.4% | 0.004% | |
| 5/15/2024 | SVB Wealth LLC | 9,869 | $427K | 0.0% | +13.7% | 0.001% | |
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| 5/15/2024 | Mount Yale Investment Advisors LLC | 13,495 | $584K | 0.0% | -14.6% | 0.001% | |
| 5/15/2024 | Lazard Asset Management LLC | 4,680,581 | $202.62M | 0.2% | -2.6% | 0.249% | |
| 5/15/2024 | Bank of Nova Scotia Trust Co. | 4,879 | $211K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | 1832 Asset Management L.P. | 41,209 | $1.78M | 0.0% | -8.6% | 0.002% | |
| 5/14/2024 | Toronto Dominion Bank | 7,546 | $327K | 0.0% | +61.2% | 0.000% | |
| 5/14/2024 | Capital International Inc. CA | 25,797 | $1.12M | 0.0% | -12.3% | 0.001% | |
| 5/14/2024 | Capital International Investors | 8,813,337 | $381.53M | 0.1% | +22.6% | 0.470% | |
| 5/14/2024 | Advisors Asset Management Inc. | 45,188 | $1.96M | 0.0% | -15.3% | 0.002% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 5,038 | $218K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Pitcairn Co. | 26,444 | $1.15M | 0.1% | N/A | 0.001% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 18,438 | $798K | 0.0% | +4.5% | 0.001% | |
| 5/13/2024 | Clearbridge Investments LLC | 2,108,291 | $91.27M | 0.1% | -0.4% | 0.112% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 342,665 | $14.83M | 0.2% | +12.0% | 0.018% | |
| 5/11/2024 | Cynosure Group LLC | 7,041 | $305K | 0.1% | N/A | 0.000% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 15,566 | $674K | 0.1% | +37.4% | 0.001% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 237,789 | $10.29M | 0.1% | -1.1% | 0.013% | |
| 5/9/2024 | D Orazio & Associates Inc. | 15,814 | $685K | 0.1% | +5.9% | 0.001% | |
| 5/9/2024 | Dearborn Partners LLC | 7,788 | $337K | 0.0% | +39.5% | 0.000% | |
| 5/8/2024 | Advisors Preferred LLC | 6,644 | $284K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Bleakley Financial Group LLC | 12,072 | $523K | 0.0% | +15.0% | 0.001% | |
| 5/8/2024 | Henry James International Management Inc. | 78,191 | $3.39M | 1.0% | +24.1% | 0.004% | |
| 5/8/2024 | US Bancorp DE | 301,942 | $13.07M | 0.0% | +20.8% | 0.016% | |
| 5/8/2024 | Russell Investments Group Ltd. | 4,234 | $183K | 0.0% | +28.5% | 0.000% | |
| 5/8/2024 | QRG Capital Management Inc. | 206,698 | $8.95M | 0.1% | +98.1% | 0.011% | |
| 5/7/2024 | Sei Investments Co. | 327,273 | $14.17M | 0.0% | +3.2% | 0.017% | |
| 5/7/2024 | Atomi Financial Group Inc. | 12,348 | $535K | 0.0% | +28.0% | 0.001% | |
| 5/7/2024 | Reynders McVeigh Capital Management LLC | 26,415 | $1.14M | 0.1% | N/A | 0.001% | |
| 5/7/2024 | Capital Wealth Planning LLC | 67,485 | $2.92M | 0.0% | +2.1% | 0.004% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 82,686 | $3.58M | 0.1% | -6.6% | 0.004% | |
| 5/7/2024 | SG Americas Securities LLC | 61,576 | $2.67M | 0.0% | +1.3% | 0.003% | |
| 5/6/2024 | Quantbot Technologies LP | 53,902 | $2.33M | 0.1% | +400.5% | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 52,472 | $2.27M | 0.0% | +22.8% | 0.003% | |
| 5/4/2024 | Lester Murray Antman dba SimplyRich | 76,694 | $3.32M | 1.1% | +1.3% | 0.004% | |
| 5/3/2024 | Signaturefd LLC | 35,067 | $1.52M | 0.0% | +5.7% | 0.002% | |
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| 5/3/2024 | FDx Advisors Inc. | 7,362 | $319K | 0.0% | -18.5% | 0.000% | |
| 5/3/2024 | Callan Capital LLC | 6,308 | $273K | 0.0% | N/A | 0.000% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,441 | $62K | 0.0% | +144.7% | 0.000% | |
| 5/3/2024 | Whittier Trust Co. | 17,866 | $773K | 0.0% | +34.3% | 0.001% | |
| 5/1/2024 | StoneX Group Inc. | 11,605 | $502K | 0.1% | N/A | 0.001% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 366,136 | $15.85M | 0.0% | +3.8% | 0.019% | |
| 5/1/2024 | BNP Paribas Financial Markets | 37,836 | $1.64M | 0.0% | N/A | 0.002% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 107,730 | $4.66M | 0.6% | N/A | 0.006% | |
| 5/1/2024 | Mission Wealth Management LP | 24,613 | $1.07M | 0.0% | -4.1% | 0.001% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 12,707 | $550K | 0.0% | +2.1% | 0.001% | |
| 5/1/2024 | Diversify Advisory Services LLC | 36,005 | $1.54M | 0.1% | N/A | 0.002% | |
| 4/30/2024 | Private Advisor Group LLC | 13,483 | $584K | 0.0% | +8.5% | 0.001% | |
| 4/30/2024 | Norden Group LLC | 11,599 | $502K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | SpiderRock Advisors LLC | 28,269 | $1.22M | 0.0% | N/A | 0.002% | |
| 4/30/2024 | Caprock Group LLC | 12,030 | $521K | 0.0% | +4.2% | 0.001% | |
| 4/30/2024 | Perigon Wealth Management LLC | 6,419 | $278K | 0.0% | +26.9% | 0.000% | |
| 4/30/2024 | Allspring Global Investments Holdings LLC | 7,247 | $314K | 0.0% | +94.9% | 0.000% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 15,829 | $685K | 0.0% | N/A | 0.001% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 7,019 | $304K | 0.0% | +62.1% | 0.000% | |
| 4/29/2024 | Seascape Capital Management | 85,886 | $3.72M | 1.4% | -12.6% | 0.005% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 26,491 | $1.15M | 0.1% | +7.2% | 0.001% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 43,780 | $1.90M | 0.2% | +3.1% | 0.002% | |
| 4/26/2024 | UMB Bank n.a. | 1,517 | $66K | 0.0% | +94.5% | 0.000% | |
| 4/26/2024 | Yousif Capital Management LLC | 32,754 | $1.42M | 0.0% | -1.7% | 0.002% | |
| 4/26/2024 | Mitchell & Pahl Private Wealth LLC | 19,052 | $825K | 0.4% | +5.3% | 0.001% | |
| 4/26/2024 | SYSTM Wealth Solutions LLC | 12,208 | $528K | 0.1% | -7.3% | 0.001% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 41,103 | $1.78M | 0.2% | +1.1% | 0.002% | |
| 4/25/2024 | WCM Investment Management LLC | 25,395 | $1.10M | 0.0% | -6.3% | 0.001% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 11,772 | $510K | 0.1% | +56.4% | 0.001% | |
| 4/24/2024 | Simplicity Wealth LLC | 12,028 | $521K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | BSW Wealth Partners | 8,813 | $382K | 0.1% | +7.9% | 0.000% | |
| 4/23/2024 | Venturi Wealth Management LLC | 24,078 | $1.04M | 0.1% | +94.0% | 0.001% | |
| 4/23/2024 | Gradient Investments LLC | 11,002 | $476K | 0.0% | -9.1% | 0.001% | |
| 4/23/2024 | Fifth Third Bancorp | 3,941 | $171K | 0.0% | -7.0% | 0.000% | |
| 4/23/2024 | KLR Investment Advisors LLC | 30,222 | $1.26M | 0.9% | +189.9% | 0.002% | |
| 4/22/2024 | Nilsine Partners LLC | 8,348 | $361K | 0.0% | -8.2% | 0.000% | |
| 4/22/2024 | Drive Wealth Management LLC | 4,733 | $205K | 0.1% | N/A | 0.000% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 7,275 | $315K | 0.1% | +25.5% | 0.000% | |
| 4/22/2024 | Raymond James & Associates | 999,512 | $43.27M | 0.0% | -2.3% | 0.053% | |
| 4/19/2024 | Marshall Financial Group LLC | 30,088 | $1.30M | 0.4% | +7.3% | 0.002% | |
| 4/19/2024 | Legacy Wealth Asset Management LLC | 14,433 | $625K | 0.2% | -3.8% | 0.001% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 41,263 | $1.79M | 0.1% | +1.0% | 0.002% | |
| 4/19/2024 | Norden Group LLC | 101,595 | $4.40M | 0.0% | N/A | 0.005% | |
| 4/18/2024 | Naviter Wealth LLC | 38,223 | $1.66M | 0.3% | +21.8% | 0.002% | |
| 4/18/2024 | Eagle Ridge Investment Management | 310,970 | $13.46M | 1.2% | -0.3% | 0.017% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 7,247 | $314K | 0.0% | +94.9% | 0.000% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 6,114 | $265K | 0.1% | +19.5% | 0.000% | |
| 4/18/2024 | Claro Advisors LLC | 6,713 | $291K | 0.1% | +7.9% | 0.000% | |
| 4/18/2024 | LVW Advisors LLC | 14,941 | $647K | 0.1% | +90.2% | 0.001% | |
| 4/18/2024 | Blue Zone Wealth Advisors LLC | 101,652 | $4.40M | 1.5% | N/A | 0.005% | |
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| 4/16/2024 | Financial Management Professionals Inc. | 867 | $38K | 0.0% | +192.9% | 0.000% | |
| 4/16/2024 | Kathmere Capital Management LLC | 39,604 | $1.71M | 0.2% | +22.3% | 0.002% | |
| 4/16/2024 | Capital Insight Partners LLC | 87,593 | $3.79M | 0.7% | +7.6% | 0.005% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 983 | $43K | 0.0% | +90.9% | 0.000% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 42,595 | $1.84M | 0.0% | -1.0% | 0.002% | |
| 4/11/2024 | Ballentine Partners LLC | 18,304 | $792K | 0.0% | +22.4% | 0.001% | |
| 4/11/2024 | Shilanski & Associates Inc. | 6,527 | $283K | 0.1% | -4.0% | 0.000% | |
| 4/10/2024 | Marcum Wealth LLC | 4,670 | $202K | 0.0% | N/A | 0.000% | |
| 4/10/2024 | Park Avenue Securities LLC | 45,313 | $1.96M | 0.0% | +59.4% | 0.002% | |
| 4/10/2024 | Bruce G. Allen Investments LLC | 950 | $41K | 0.0% | -21.4% | 0.000% | |
