| 5/16/2024 | Jane Street Group LLC | 1,910,919 | $54.27M | 0.0% | +221.5% | 3.394% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 13,365 | $380K | 0.1% | -3.8% | 0.024% | |
| 5/14/2024 | OLD Mission Capital LLC | 392,164 | $11.14M | 0.2% | N/A | 0.697% | |
| 5/14/2024 | Tiemann Investment Advisors LLC | 128,805 | $3.66M | 1.6% | -0.6% | 0.229% | |
| 5/14/2024 | Pitcairn Co. | 1,201,556 | $34.12M | 2.2% | -0.1% | 2.134% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 488,421 | $13.87M | 0.4% | N/A | 0.868% | |
|
| 5/10/2024 | TIAA Trust National Association | 17,707 | $503K | 0.0% | -7.1% | 0.031% | |
| 5/10/2024 | Banco Santander S.A. | 11,805 | $335K | 0.0% | -28.4% | 0.021% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 40,974 | $1.16M | 0.0% | -4.0% | 0.073% | |
| 5/7/2024 | Abbrea Capital LLC | 66,859 | $1.90M | 0.3% | -4.3% | 0.119% | |
| 5/7/2024 | Hantz Financial Services Inc. | 278,389 | $7.91M | 2.6% | -2.1% | 0.494% | |
| 5/6/2024 | Mitchell Capital Management Co. | 14,056 | $399K | 0.1% | -33.7% | 0.025% | |
| 5/4/2024 | Glassman Wealth Services | 9,619 | $273K | 0.1% | +4.3% | 0.017% | |
| 5/3/2024 | Whittier Trust Co. | 274,561 | $7.80M | 0.1% | -0.4% | 0.488% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,181,413 | $33.55M | 0.8% | +6.4% | 2.098% | |
| 5/2/2024 | Financial Counselors Inc. | 101,960 | $2.90M | 0.0% | +9.9% | 0.181% | |
| 5/2/2024 | GSB Wealth Management LLC | 15,495 | $440K | 0.1% | +9.2% | 0.028% | |
| 5/2/2024 | Choreo LLC | 7,077 | $201K | 0.0% | N/A | 0.013% | |
| 5/1/2024 | GLOBALT Investments LLC GA | 1,629,946 | $46.29M | 1.8% | -2.3% | 2.895% | |
| 5/1/2024 | Wambolt & Associates LLC | 22,784 | $645K | 0.2% | -39.5% | 0.040% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 647,866 | $18.40M | 0.2% | -2.1% | 1.151% | |
| 4/30/2024 | Private Advisor Group LLC | 318,725 | $9.05M | 0.1% | +13.1% | 0.566% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 219,052 | $6.22M | 0.0% | -2.4% | 0.389% | |
| 4/29/2024 | Newman Dignan & Sheerar Inc. | 34,509 | $980K | 0.3% | +2.2% | 0.061% | |
| 4/26/2024 | First Personal Financial Services | 204,952 | $5.82M | 1.4% | +3.9% | 0.364% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 703,509 | $19.98M | 2.9% | +1.0% | 1.250% | |
| 4/25/2024 | Center For Asset Management LLC | 7,074 | $201K | 0.2% | N/A | 0.013% | |
| 4/25/2024 | IAG Wealth Partners LLC | 349,729 | $9.93M | 2.1% | -1.2% | 0.621% | |
| 4/24/2024 | Krilogy Financial LLC | 10,803 | $307K | 0.0% | -6.3% | 0.019% | |
| 4/24/2024 | Dakota Wealth Management | 101,367 | $2.88M | 0.1% | N/A | 0.180% | |
| 4/24/2024 | Simplicity Wealth LLC | 22,008 | $625K | 0.0% | +70.0% | 0.039% | |
| 4/23/2024 | Iowa State Bank | 34,854 | $990K | 0.2% | -29.5% | 0.062% | |
| 4/23/2024 | Global Retirement Partners LLC | 31,916 | $906K | 0.0% | -1.8% | 0.057% | |
| 4/23/2024 | Masso Torrence Wealth Management Inc. | 31,306 | $889K | 0.5% | -12.7% | 0.056% | |
| 4/23/2024 | Financial Consulate Inc. | 38,614 | $1.10M | 0.3% | -1.7% | 0.069% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 159,385 | $4.53M | 0.0% | +3.1% | 0.283% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 7,732 | $220K | 0.1% | N/A | 0.014% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 781,094 | $22.18M | 0.6% | +0.2% | 1.387% | |
| 4/16/2024 | Hengehold Capital Management LLC | 1,199,945 | $34.08M | 3.6% | -24.9% | 1.977% | |
| 4/16/2024 | Courage Miller Partners LLC | 192,584 | $5.47M | 1.9% | +1.1% | 0.317% | |
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| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 910,948 | $25.87M | 0.1% | -4.0% | 1.501% | |
| 4/15/2024 | SMI Advisory Services LLC | 18,777 | $534K | 0.1% | -16.2% | 0.031% | |
| 4/15/2024 | GoalVest Advisory LLC | 7,049 | $200K | 0.1% | N/A | 0.012% | |
| 4/13/2024 | Priebe Wealth Holdings LLC | 69,532 | $1.98M | 1.5% | +10.2% | 0.115% | |
| 4/12/2024 | Northwest Investment Counselors LLC | 73,769 | $2.10M | 0.5% | -1.2% | 0.122% | |
| 4/11/2024 | Opal Wealth Advisors LLC | 94,356 | $2.68M | 0.9% | +11.6% | 0.155% | |
| 4/11/2024 | BTC Capital Management Inc. | 89,586 | $2.54M | 0.2% | N/A | 0.148% | |
| 4/9/2024 | Montecito Bank & Trust | 144,960 | $4.12M | 0.8% | +0.8% | 0.239% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 3,152,126 | $85.23M | 0.1% | -1.1% | 5.193% | |
| 3/5/2024 | Greenwood Capital Associates LLC | 10,366 | $280K | 0.0% | -7.9% | 0.017% | |
| 2/29/2024 | Scarborough Advisors LLC | 925 | $25K | 0.0% | N/A | 0.002% | |
| 2/22/2024 | Scarborough Advisors LLC | 3,257 | $88K | 0.0% | N/A | 0.005% | |
| 2/20/2024 | GLOBALT Investments LLC GA | 1,668,680 | $45.12M | 1.9% | N/A | 2.749% | |
| 2/14/2024 | Pitcairn Co. | 1,202,219 | $32.51M | 2.5% | -41.1% | 1.981% | |
| 2/13/2024 | Joseph Group Capital Management | 1,523 | $41K | 0.0% | +61.5% | 0.003% | |
| 2/13/2024 | Hirtle Callaghan & Co LLC | 7,712 | $209K | 0.0% | N/A | 0.013% | |
| 2/12/2024 | Tradition Wealth Management LLC | 36,019 | $974K | 0.1% | -1.6% | 0.059% | |
| 2/12/2024 | Avestar Capital LLC | 20,556 | $556K | 0.1% | N/A | 0.034% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 273,975 | $7.41M | 0.3% | N/A | 0.451% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 81,837 | $2.21M | 0.0% | +5.3% | 0.135% | |
| 2/12/2024 | Glassman Wealth Services | 9,221 | $249K | 0.0% | -15.1% | 0.015% | |
| 2/9/2024 | Avantax Planning Partners Inc. | 2,229,058 | $60.27M | 2.3% | +41.2% | 3.672% | |
| 2/9/2024 | Wells Fargo & Company MN | 309,017 | $8.36M | 0.0% | +7.7% | 0.509% | |
| 2/9/2024 | UBS Group AG | 369,141 | $9.98M | 0.0% | +3.8% | 0.608% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 3,152,126 | $85.23M | 0.1% | -1.1% | 5.193% | |
| 2/8/2024 | Stegner Investment Associates Inc. | 14,647 | $396K | 0.3% | +4.4% | 0.024% | |
| 2/8/2024 | Private Wealth Management Group LLC | 3,200 | $87K | 0.0% | N/A | 0.005% | |
| 2/7/2024 | Wambolt & Associates LLC | 37,666 | $1.02M | 0.2% | -28.6% | 0.062% | |
| 2/7/2024 | Principal Securities Inc. | 1,000 | $27K | 0.0% | N/A | 0.002% | |
| 2/7/2024 | Laraway Financial Advisors Inc | 41,449 | $1.12M | 1.1% | -1.9% | 0.068% | |
| 2/6/2024 | Apollon Wealth Management LLC | 47,708 | $1.29M | 0.0% | +15.2% | 0.079% | |
| 2/6/2024 | Private Advisor Group LLC | 281,707 | $7.62M | 0.1% | -9.0% | 0.464% | |
| 2/6/2024 | Merit Financial Group LLC | 267,613 | $7.24M | 0.2% | +6.0% | 0.441% | |
| 2/5/2024 | Mach 1 Financial Group LLC | 252,823 | $6.84M | 2.6% | +5.3% | 0.417% | |
| 2/5/2024 | Savant Capital LLC | 149,455 | $4.04M | 0.1% | -1.9% | 0.246% | |
| 2/5/2024 | HHM Wealth Advisors LLC | 91,959 | $2.49M | 0.4% | -2.8% | 0.151% | |
| 2/2/2024 | Valmark Advisers Inc. | 142,832 | $3.86M | 0.1% | -0.9% | 0.235% | |
| 2/2/2024 | IAG Wealth Partners LLC | 354,101 | $9.58M | 2.2% | +8.2% | 0.583% | |
| 2/2/2024 | Truist Financial Corp | 735,264 | $19.88M | 0.0% | -2.2% | 1.211% | |
| 2/2/2024 | Abbrea Capital LLC | 69,851 | $1.89M | 0.3% | -2.4% | 0.115% | |
| 2/2/2024 | Bailard Inc. | 33,356 | $902K | 0.0% | +20.9% | 0.055% | |
| 2/2/2024 | BIP Wealth LLC | 7,773 | $210K | 0.0% | N/A | 0.013% | |
| 2/1/2024 | Masso Torrence Wealth Management Inc. | 35,868 | $970K | 0.7% | -16.0% | 0.059% | |
| 2/1/2024 | Klingenstein Fields & Co. LP | 12,938 | $350K | 0.0% | +8.8% | 0.021% | |
| 2/1/2024 | Financial Consulate Inc. | 39,286 | $1.06M | 0.3% | -4.5% | 0.065% | |
| 1/31/2024 | Western Wealth Management LLC | 14,543 | $393K | 0.0% | -23.7% | 0.024% | |
| 1/29/2024 | Simplicity Wealth LLC | 12,944 | $350K | 0.1% | +38.1% | 0.021% | |
| 1/29/2024 | Lodestar Private Asset Management LLC | 696,825 | $18.84M | 2.9% | -6.1% | 1.148% | |
| 1/29/2024 | First Personal Financial Services | 197,237 | $5.33M | 1.3% | -1.3% | 0.325% | |
| 1/26/2024 | Cerity Partners LLC | 30,969 | $837K | 0.0% | N/A | 0.051% | |
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| 1/26/2024 | Priebe Wealth Holdings LLC | 63,116 | $1.71M | 1.4% | N/A | 0.104% | |
| 1/26/2024 | Financial Counselors Inc. | 92,802 | $2.51M | 0.0% | +12.2% | 0.153% | |
| 1/26/2024 | Krilogy Financial LLC | 11,527 | $312K | 0.0% | -23.3% | 0.019% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 2,748 | $74K | 0.0% | +41.1% | 0.005% | |
| 1/26/2024 | Sequoia Financial Advisors LLC | 661,552 | $17.89M | 0.2% | -5.6% | 1.090% | |
| 1/25/2024 | Nisa Investment Advisors LLC | 141,000 | $3.81M | 0.0% | +42.4% | 0.232% | |
| 1/25/2024 | RKL Wealth Management LLC | 40,654 | $1.10M | 0.1% | -2.7% | 0.067% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 19,195 | $519K | 0.0% | N/A | 0.032% | |
| 1/23/2024 | TIAA Trust National Association | 19,063 | $515K | 0.0% | +2.5% | 0.031% | |
| 1/22/2024 | Opal Wealth Advisors LLC | 84,519 | $2.29M | 0.9% | +7.4% | 0.139% | |
