| 5/31/2024 | First Citizens Financial Corp | 2,904 | $274K | 0.2% | N/A | 0.001% | |
| 5/30/2024 | Cambridge Trust Co. | 5,378 | $508K | 0.0% | -34.6% | 0.001% | |
| 5/30/2024 | Peninsula Wealth LLC | 2,322 | $219K | 0.0% | N/A | 0.001% | |
| 5/29/2024 | Soltis Investment Advisors LLC | 13,042 | $1.23M | 0.1% | -18.3% | 0.003% | |
| 5/29/2024 | Alexander Labrunerie & CO. Inc. | 4,727 | $446K | 0.2% | N/A | 0.001% | |
| 5/29/2024 | Garde Capital Inc. | 1,252 | $118K | 0.0% | N/A | 0.000% | |
|
| 5/24/2024 | Cetera Advisor Networks LLC | 451,065 | $42.59M | 0.2% | +5.3% | 0.104% | |
| 5/24/2024 | Cetera Advisors LLC | 323,401 | $30.53M | 0.2% | +67.7% | 0.075% | |
| 5/24/2024 | Cetera Investment Advisers | 934,542 | $88.23M | 0.2% | +274.0% | 0.216% | |
| 5/24/2024 | Invst LLC | 4,081 | $388K | 0.0% | -30.4% | 0.001% | |
| 5/22/2024 | Second Line Capital LLC | 2,494 | $235K | 0.1% | -40.9% | 0.001% | |
| 5/22/2024 | BigSur Wealth Management LLC | 58,472 | $5.52M | 1.7% | +7.0% | 0.013% | |
| 5/21/2024 | Atria Investments Inc | 130,838 | $12.35M | 0.2% | +34.5% | 0.030% | |
| 5/21/2024 | Sanibel Captiva Trust Company Inc. | 10,815 | $1.02M | 0.0% | -40.2% | 0.002% | |
| 5/21/2024 | LRI Investments LLC | 392 | $37K | 0.0% | N/A | 0.000% | |
| 5/20/2024 | Virtu Financial LLC | 46,123 | $4.35M | 0.3% | +15.7% | 0.011% | |
| 5/20/2024 | Strategic Wealth Partners Ltd. | 4,698 | $444K | 0.0% | +9.3% | 0.001% | |
| 5/20/2024 | Highlander Capital Management LLC | 1,625 | $153K | 0.1% | +170.8% | 0.000% | |
| 5/20/2024 | Bluefin Capital Management LLC | 10,100 | $954K | 0.1% | -75.7% | 0.002% | |
| 5/17/2024 | Citizens Financial Group Inc. RI | 8,705 | $822K | 0.0% | -29.2% | 0.002% | |
| 5/17/2024 | Vima LLC | 3,346 | $316K | 0.1% | +9.5% | 0.001% | |
| 5/17/2024 | Advisory Resource Group | 2,971 | $280K | 0.1% | -24.5% | 0.001% | |
| 5/17/2024 | National Wealth Management Group LLC | 5,694 | $538K | 0.4% | -6.9% | 0.001% | |
| 5/17/2024 | Western Pacific Wealth Management LP | 1,208 | $114K | 0.1% | -19.9% | 0.000% | |
| 5/17/2024 | Vista Investment Partners LLC | 19,878 | $1.88M | 0.6% | N/A | 0.005% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 28,535 | $2.69M | 0.2% | -0.9% | 0.007% | |
| 5/17/2024 | Beacon Capital Management LLC | 960 | $91K | 0.0% | +54.3% | 0.000% | |
| 5/17/2024 | Pineridge Advisors LLC | 667 | $63K | 0.0% | -43.9% | 0.000% | |
| 5/17/2024 | Comerica Bank | 137,119 | $12.95M | 0.1% | -2.7% | 0.032% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 2,801 | $264K | 0.0% | N/A | 0.001% | |
| 5/17/2024 | Tidal Investments LLC | 4,408 | $416K | 0.0% | -73.6% | 0.001% | |
| 5/17/2024 | Creekmur Asset Management LLC | 941 | $89K | 0.0% | -50.7% | 0.000% | |
| 5/16/2024 | Jane Street Group LLC | 52,315 | $4.94M | 0.0% | -96.6% | 0.012% | |
| 5/16/2024 | Global Financial Private Client LLC | 3,995 | $380K | 0.2% | -7.3% | 0.001% | |
| 5/16/2024 | Meiji Yasuda Life Insurance Co | 251,314 | $23.73M | 0.5% | +25.4% | 0.058% | |
| 5/16/2024 | Innova Wealth Partners | 52,769 | $4.98M | 3.8% | +4.4% | 0.012% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 146,776 | $13.27M | 0.3% | +0.8% | 0.034% | |
| 5/16/2024 | Ancora Advisors LLC | 31,075 | $2.93M | 0.1% | -6.3% | 0.007% | |
| 5/16/2024 | Prudent Investors Network Inc. | 113,331 | $10.70M | 4.0% | N/A | 0.026% | |
| 5/16/2024 | Kodai Capital Management LP | 187,426 | $17.70M | 0.4% | N/A | 0.043% | |
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| 5/16/2024 | Kraft Davis & Associates LLC | 15,463 | $1.44M | 0.4% | -8.3% | 0.004% | |
| 5/16/2024 | Benchmark Investment Advisors LLC | 2,735 | $258K | 0.2% | -97.6% | 0.001% | |
| 5/16/2024 | Black Maple Capital Management LP | 4,260 | $402K | 0.2% | +30.7% | 0.001% | |
| 5/16/2024 | Blue Door Asset Management LLC | 36,300 | $3.43M | 2.0% | -21.6% | 0.008% | |
| 5/16/2024 | Captrust Financial Advisors | 478,749 | $45.20M | 0.1% | -5.7% | 0.110% | |
| 5/16/2024 | Zurich Insurance Group Ltd FI | 57,930 | $5.65M | 0.1% | -1.6% | 0.013% | |
| 5/16/2024 | Caxton Associates LP | 27,159 | $2.56M | 0.1% | N/A | 0.006% | |
| 5/16/2024 | Econ Financial Services Corp | 36,590 | $3.45M | 2.1% | +10.1% | 0.008% | |
| 5/15/2024 | Ascent Group LLC | 5,062 | $478K | 0.0% | N/A | 0.001% | |
| 5/15/2024 | SVB Wealth LLC | 6,183 | $584K | 0.0% | -12.1% | 0.001% | |
| 5/15/2024 | Condire Management LP | 295,000 | $27.85M | 3.8% | +118.5% | 0.068% | |
| 5/15/2024 | Transcendent Capital Group LLC | 955 | $90K | 0.0% | -49.7% | 0.000% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 18,639 | $1.76M | 0.1% | -42.5% | 0.004% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 3,745 | $354K | 0.1% | -25.0% | 0.001% | |
| 5/15/2024 | BOKF NA | 27,619 | $2.63M | 0.0% | -11.5% | 0.006% | |
| 5/15/2024 | Kestra Advisory Services LLC | 296,859 | $28.03M | 0.2% | +28.7% | 0.069% | |
| 5/15/2024 | Beck Capital Management LLC | 31,074 | $2.93M | 0.8% | -0.9% | 0.007% | |
| 5/15/2024 | LRI Investments LLC | 392 | $37K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | 1832 Asset Management L.P. | 136,641 | $12.90M | 0.0% | -19.2% | 0.032% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 2,383 | $225K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | JT Stratford LLC | 4,890 | $462K | 0.1% | -83.2% | 0.001% | |
| 5/14/2024 | Toronto Dominion Bank | 1,154,623 | $109.01M | 0.2% | +91.5% | 0.266% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 7,086 | $669K | 0.0% | +1.7% | 0.002% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 51,070 | $4.82M | 0.1% | +23.7% | 0.012% | |
| 5/14/2024 | EP Wealth Advisors LLC | 89,916 | $8.49M | 0.1% | -3.0% | 0.021% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 8,320 | $785K | 0.4% | -46.7% | 0.002% | |
| 5/14/2024 | Element Pointe Advisors LLC | 8,294 | $783K | 0.2% | -68.0% | 0.002% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 16,849 | $1.59M | 0.1% | -7.6% | 0.004% | |
| 5/14/2024 | CreativeOne Wealth LLC | 61,964 | $5.85M | 0.2% | +49.2% | 0.014% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 14,221 | $1.34M | 0.2% | +12.1% | 0.003% | |
| 5/14/2024 | Crewe Advisors LLC | 5,396 | $509K | 0.1% | +95.9% | 0.001% | |
| 5/14/2024 | Evermay Wealth Management LLC | 2,690 | $254K | 0.0% | +6.7% | 0.001% | |
| 5/14/2024 | Boulder Hill Capital Management LP | 125,500 | $11.85M | 4.9% | +257.5% | 0.029% | |
| 5/14/2024 | Natixis | 2,006 | $189K | 0.0% | -40.6% | 0.000% | |
| 5/14/2024 | Owen LaRue LLC | 2,441 | $230K | 0.1% | N/A | 0.001% | |
| 5/14/2024 | National Bank of Canada FI | 181,501 | $17.03M | 0.0% | +39.5% | 0.042% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 29,728 | $2.81M | 0.1% | -1.4% | 0.007% | |
| 5/13/2024 | Bessemer Group Inc. | 1,580,164 | $149.18M | 0.3% | -0.1% | 0.365% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 626 | $59K | 0.0% | N/A | 0.000% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 3,371 | $318K | 0.1% | -9.6% | 0.001% | |
| 5/13/2024 | Cedar Wealth Management LLC | 22,640 | $2.14M | 0.7% | +2.7% | 0.005% | |
| 5/13/2024 | Basso Capital Management L.P. | 12,056 | $1.14M | 1.1% | +45.1% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 9,104 | $860K | 0.0% | -24.4% | 0.002% | |
| 5/13/2024 | Alerus Financial NA | 119,293 | $11.26M | 0.9% | -24.2% | 0.028% | |
| 5/13/2024 | Rockport Wealth LLC | 19,566 | $1.86M | 0.6% | N/A | 0.005% | |
| 5/11/2024 | Lcnb Corp | 4,475 | $422K | 0.2% | -10.1% | 0.001% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 15,875 | $1.50M | 0.8% | +181.7% | 0.004% | |
| 5/11/2024 | Covestor Ltd | 2,857 | $270K | 0.2% | +23.7% | 0.001% | |
| 5/11/2024 | Elevatus Welath Management | 2,182 | $206K | 0.1% | N/A | 0.001% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 7,410 | $700K | 0.1% | -21.9% | 0.002% | |
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| 5/11/2024 | Capital Wealth Alliance LLC | 33,020 | $3.12M | 1.8% | +1.0% | 0.008% | |
| 5/11/2024 | Jacobi Capital Management LLC | 14,567 | $1.38M | 0.1% | +5.7% | 0.003% | |
| 5/11/2024 | Edgestream Partners L.P. | 18,548 | $1.75M | 0.1% | -43.2% | 0.004% | |
| 5/11/2024 | Strait & Sound Wealth Management LLC | 5,883 | $575K | 0.3% | -2.1% | 0.001% | |
| 5/11/2024 | Patten & Patten Inc. TN | 21,208 | $2.00M | 0.1% | +14.4% | 0.005% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,221,433 | $115.45M | 0.3% | -9.3% | 0.282% | |
| 5/10/2024 | TIAA Trust National Association | 15,374 | $1.45M | 0.0% | +33.5% | 0.004% | |
| 5/10/2024 | Cornerstone Advisors LLC | 156,400 | $14.77M | 0.6% | +173.4% | 0.036% | |
| 5/10/2024 | Spirepoint Private Client LLC | 30,211 | $2.85M | 0.4% | N/A | 0.007% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 3,038 | $296K | 0.0% | -15.2% | 0.001% | |
