| 5/13/2024 | Alerus Financial NA | 241,781 | $41.46M | 3.1% | -6.0% | 0.002% | |
| 5/13/2024 | Rockport Wealth LLC | 6,360 | $1.09M | 0.4% | N/A | 0.000% | |
| 5/13/2024 | PAX Financial Group LLC | 14,185 | $2.43M | 0.5% | +5.9% | 0.000% | |
| 5/13/2024 | Penobscot Investment Management Company Inc. | 290,550 | $49.82M | 5.3% | +1.7% | 0.002% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 308,396 | $52.88M | 1.5% | +5.2% | 0.002% | |
| 5/11/2024 | Brogan Financial Inc. | 15,216 | $2.61M | 1.7% | +5.6% | 0.000% | |
|
| 5/11/2024 | Spreng Capital Management Inc. | 43,857 | $7.52M | 4.0% | +5.0% | 0.000% | |
| 5/11/2024 | Bahl & Gaynor Inc. | 835,600 | $143.29M | 0.8% | -4.2% | 0.005% | |
| 5/11/2024 | Peninsula Asset Management Inc. | 51,416 | $8.82M | 4.7% | -2.1% | 0.000% | |
| 5/11/2024 | Lcnb Corp | 34,338 | $5.89M | 2.1% | -2.7% | 0.000% | |
| 5/11/2024 | Gifford Fong Associates | 81,169 | $13.92M | 3.8% | -47.2% | 0.001% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 125,388 | $21.50M | 1.8% | -4.7% | 0.001% | |
| 5/11/2024 | Davis R M Inc. | 1,092,878 | $187.41M | 3.9% | +1.3% | 0.007% | |
| 5/11/2024 | Alley Investment Management Company LLC | 132,712 | $22.76M | 3.1% | -2.9% | 0.001% | |
| 5/11/2024 | Covestor Ltd | 7,074 | $1.21M | 0.8% | +38.1% | 0.000% | |
| 5/11/2024 | Elevatus Welath Management | 21,089 | $3.62M | 1.4% | -66.9% | 0.000% | |
| 5/11/2024 | United American Securities Inc. d b a UAS Asset Management | 96,421 | $16.53M | 4.4% | -43.5% | 0.001% | |
| 5/11/2024 | Peak Asset Management LLC | 127,246 | $21.82M | 4.3% | +1.5% | 0.001% | |
| 5/11/2024 | Vista Finance LLC | 5,642 | $967K | 2.4% | +6.7% | 0.000% | |
| 5/11/2024 | Aufman Associates Inc | 7,469 | $1.28M | 0.9% | -1.4% | 0.000% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 296,913 | $50.92M | 4.2% | -0.9% | 0.002% | |
| 5/11/2024 | Exencial Wealth Advisors LLC | 545,287 | $93.51M | 3.5% | -2.5% | 0.004% | |
| 5/11/2024 | Cynosure Group LLC | 26,321 | $4.51M | 0.8% | +147.2% | 0.000% | |
| 5/11/2024 | Hillsdale Investment Management Inc. | 22,319 | $3.83M | 0.3% | +5.8% | 0.000% | |
| 5/11/2024 | Orion Capital Management LLC | 53,945 | $9.25M | 4.9% | -18.3% | 0.000% | |
| 5/11/2024 | NWK Group Inc. | 61,543 | $10.55M | 4.9% | +1.7% | 0.000% | |
| 5/11/2024 | Capital Wealth Alliance LLC | 13,363 | $2.29M | 1.4% | -4.7% | 0.000% | |
| 5/11/2024 | Continental Investors Services Inc. | 7,232 | $1.23M | 2.9% | +1.4% | 0.000% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 135,521 | $23.24M | 4.1% | -0.1% | 0.001% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 103,925 | $17.82M | 3.6% | +43.3% | 0.001% | |
| 5/11/2024 | Northern Capital Management Inc. | 13,133 | $2.25M | 1.6% | +4.6% | 0.000% | |
| 5/11/2024 | Jacobi Capital Management LLC | 92,380 | $15.84M | 1.5% | -2.8% | 0.001% | |
| 5/11/2024 | Mark Sheptoff Financial Planning LLC | 52,854 | $9.06M | 5.0% | -1.5% | 0.000% | |
| 5/11/2024 | Edgestream Partners L.P. | 63,823 | $10.94M | 0.5% | -37.0% | 0.000% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 73,020 | $12.52M | 0.5% | -0.9% | 0.000% | |
| 5/11/2024 | Strait & Sound Wealth Management LLC | 67,203 | $11.76M | 6.6% | +5.3% | 0.000% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 2,690 | $461K | 0.2% | -22.3% | 0.000% | |
| 5/11/2024 | Hutner Capital Management Inc. | 17,989 | $3.09M | 1.7% | +6.8% | 0.000% | |
| 5/11/2024 | Retirement Financial Solutions LLC | 5,411 | $928K | 0.5% | -18.6% | 0.000% | |
| 5/11/2024 | Patten & Patten Inc. TN | 778,647 | $133.52M | 9.5% | +1.8% | 0.005% | |
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| 5/10/2024 | Allstate Corp | 50,720 | $8.70M | 0.6% | -3.5% | 0.000% | |
| 5/10/2024 | Blue Barn Wealth LLC | 3,110 | $533K | 0.3% | +2.9% | 0.000% | |
| 5/10/2024 | Connors Investor Services Inc. | 167,743 | $28.77M | 3.0% | -6.2% | 0.001% | |
| 5/10/2024 | Acadian Asset Management LLC | 3,190,062 | $546.99M | 1.9% | -33.9% | 0.021% | |
| 5/10/2024 | Rodgers & Associates LTD | 6,225 | $1.07M | 0.1% | -4.8% | 0.000% | |
| 5/10/2024 | South Street Advisors LLC | 157,217 | $26.96M | 4.3% | +0.5% | 0.001% | |
| 5/10/2024 | Capital Management Corp VA | 4,170 | $715K | 0.1% | -8.4% | 0.000% | |
| 5/10/2024 | Fiducient Advisors LLC | 22,032 | $3.78M | 0.7% | +12.2% | 0.000% | |
| 5/10/2024 | TIAA Trust National Association | 1,835,403 | $314.74M | 1.0% | +1.4% | 0.012% | |
| 5/10/2024 | Vanguard Group Inc. | 1,318,859,614 | $226.16B | 4.5% | +0.1% | 8.541% | |
| 5/10/2024 | Alera Investment Advisors LLC | 43,904 | $7.53M | 1.0% | -16.4% | 0.000% | |
| 5/10/2024 | Cornerstone Advisors LLC | 809,600 | $138.83M | 5.7% | -2.1% | 0.005% | |
| 5/10/2024 | Viawealth LLC | 17,839 | $3.06M | 1.9% | -5.8% | 0.000% | |
| 5/10/2024 | City of London Investment Management Co. Ltd. | 251,224 | $43.06M | 3.5% | -4.7% | 0.002% | |
| 5/10/2024 | Spirepoint Private Client LLC | 130,450 | $22.37M | 3.4% | N/A | 0.001% | |
| 5/10/2024 | Westfield Capital Management Co. LP | 3,237,247 | $555.12M | 2.9% | +29.9% | 0.021% | |
| 5/10/2024 | Intech Investment Management LLC | 3,006,203 | $515.50M | 7.3% | +6.1% | 0.019% | |
| 5/10/2024 | Garrison Asset Management LLC | 14,485 | $2.48M | 1.3% | -1.4% | 0.000% | |
| 5/10/2024 | Cooper Haims Advisors LLC | 30,236 | $5.19M | 3.0% | +33.5% | 0.000% | |
| 5/10/2024 | Magnolia Wealth Management LLC | 16,387 | $2.80M | 1.1% | +255.2% | 0.000% | |
| 5/10/2024 | Clearstead Trust LLC | 72,660 | $12.46M | 3.3% | -2.5% | 0.000% | |
| 5/10/2024 | Hoey Investments Inc. | 86,330 | $14.80M | 3.2% | -61.9% | 0.001% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 150,090 | $25.47M | 2.6% | -1.0% | 0.001% | |
| 5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 9,293,222 | $1.59B | 3.6% | -9.5% | 0.060% | |
| 5/10/2024 | Jupiter Asset Management Ltd. | 2,297,008 | $393.89M | 3.8% | +30.4% | 0.015% | |
| 5/10/2024 | PARK CIRCLE Co | 10,900 | $1.87M | 1.7% | -44.9% | 0.000% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 89,259 | $15.31M | 2.2% | +1.3% | 0.001% | |
| 5/10/2024 | Te Ahumairangi Investment Management Ltd | 150,505 | $25.81M | 4.5% | +15.7% | 0.001% | |
| 5/10/2024 | Councilmark Asset Management LLC | 68,674 | $11.78M | 8.5% | N/A | 0.000% | |
| 5/10/2024 | Towercrest Capital Management | 65,471 | $11.23M | 1.9% | +1.2% | 0.000% | |
| 5/10/2024 | First Foundation Advisors | 347,525 | $59.59M | 2.4% | +31.4% | 0.002% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 30,416 | $5.22M | 0.8% | +0.7% | 0.000% | |
| 5/10/2024 | Poehling Capital Management INC. | 63,209 | $10.84M | 2.9% | +0.3% | 0.000% | |
| 5/10/2024 | M&G Plc | 274,391 | $46.92M | 0.3% | N/A | 0.002% | |
| 5/10/2024 | ARK & TLK Investments LLC | 7,655 | $1.31M | 0.4% | -6.7% | 0.000% | |
| 5/10/2024 | Banco Santander S.A. | 975,134 | $167.22M | 2.0% | +1.0% | 0.006% | |
| 5/10/2024 | Kelman Lazarov Inc. | 15,373 | $2.64M | 0.5% | -3.1% | 0.000% | |
| 5/10/2024 | Bright Financial Advisors Inc. | 16,541 | $2.85M | 2.1% | N/A | 0.000% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 906,817 | $155.50M | 2.5% | -4.3% | 0.006% | |
| 5/10/2024 | Sentry Investment Management LLC | 84,297 | $14.46M | 5.6% | -0.8% | 0.001% | |
| 5/10/2024 | Motco | 110,628 | $18.97M | 1.1% | +0.8% | 0.001% | |
| 5/10/2024 | Truepoint Inc. | 15,812 | $2.71M | 0.1% | -77.0% | 0.000% | |
| 5/10/2024 | J. L. Bainbridge & Co. Inc. | 557,098 | $95.53M | 10.2% | -0.4% | 0.004% | |
| 5/10/2024 | TCTC Holdings LLC | 343,418 | $58.89M | 2.0% | -0.8% | 0.002% | |
| 5/10/2024 | 1ST Source Bank | 168,247 | $28.85M | 1.7% | -5.2% | 0.001% | |
| 5/10/2024 | Garrison Point Advisors LLC | 31,200 | $5.35M | 3.4% | -1.8% | 0.000% | |
| 5/10/2024 | Wintrust Investments LLC | 165,811 | $28.43M | 2.5% | -10.4% | 0.001% | |
| 5/10/2024 | Windsor Advisory Group LLC | 3,988 | $684K | 1.9% | +15.3% | 0.000% | |
| 5/10/2024 | Cumberland Partners Ltd | 167,563 | $28.73M | 2.1% | +7.6% | 0.001% | |
| 5/10/2024 | Lindenwold Advisors INC | 40,764 | $6.99M | 3.7% | -3.0% | 0.000% | |
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| 5/10/2024 | Taylor Hoffman Wealth Management | 96,414 | $16.53M | 7.0% | -2.1% | 0.001% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 8,718 | $1.50M | 1.2% | -5.3% | 0.000% | |
| 5/10/2024 | GM Advisory Group LLC | 203,513 | $34.90M | 2.4% | -3.2% | 0.001% | |
| 5/10/2024 | Nwam LLC | 283,551 | $51.19M | 4.1% | -11.5% | 0.002% | |
| 5/10/2024 | Gruss & Co. LLC | 5,200 | $892K | 4.9% | +136.4% | 0.000% | |
| 5/10/2024 | Searle & CO. | 122,299 | $20.97M | 5.3% | -0.7% | 0.001% | |
| 5/10/2024 | Trust Investment Advisors | 53,034 | $9.09M | 6.6% | -3.7% | 0.000% | |
| 5/10/2024 | Banco BTG Pactual S.A. | 48,268 | $8.28M | 1.4% | N/A | 0.000% | |
| 5/10/2024 | Richmond Brothers Inc. | 30,139 | $5.17M | 9.6% | -7.9% | 0.000% | |
| 5/10/2024 | Reston Wealth Management LLC | 4,334 | $743K | 0.3% | -6.9% | 0.000% | |
