| 5/17/2024 | Comerica Bank | 140,801 | $7.27M | 0.0% | -1.5% | 0.054% | |
| 5/11/2024 | Davis R M Inc. | 65,163 | $3.36M | 0.1% | -20.4% | 0.025% | |
| 5/10/2024 | Allstate Corp | 5,172,192 | $266.89M | 19.0% | -5.6% | 1.991% | |
| 5/10/2024 | TIAA Trust National Association | 6,303 | $325K | 0.0% | N/A | 0.002% | |
| 5/9/2024 | Renasant Bank | 50,739 | $2.62M | 1.9% | +0.7% | 0.019% | |
| 5/6/2024 | Leuthold Group LLC | 391,397 | $20.20M | 2.3% | +48.1% | 0.151% | |
|
| 5/6/2024 | Mittelman Wealth Management | 178,653 | $9.22M | 6.2% | N/A | 0.069% | |
| 5/3/2024 | FDx Advisors Inc. | 76,265 | $3.94M | 0.6% | -1.9% | 0.029% | |
| 5/3/2024 | Whittier Trust Co. | 38,898 | $2.01M | 0.0% | -27.6% | 0.015% | |
| 5/2/2024 | Graypoint LLC | 341,549 | $17.62M | 1.3% | +39.2% | 0.132% | |
| 5/2/2024 | Haverford Trust Co | 1,061,812 | $54.79M | 0.6% | +4.9% | 0.410% | |
| 5/2/2024 | Vantage Financial Partners LLC | 22,005 | $1.14M | 0.3% | +1.7% | 0.008% | |
| 5/2/2024 | BNP Paribas | 252,563 | $13.03M | 0.6% | N/A | 0.097% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 403,796 | $20.84M | 0.1% | +4.3% | 0.156% | |
| 5/1/2024 | BNP Paribas Financial Markets | 426,749 | $22.02M | 0.0% | +7,287.0% | 0.165% | |
| 4/30/2024 | SWS Partners | 50,224 | $2.59M | 0.8% | +1.9% | 0.019% | |
| 4/29/2024 | Boyd Watterson Asset Management LLC OH | 13,693 | $707K | 0.3% | -1.7% | 0.005% | |
| 4/29/2024 | Meritage Portfolio Management | 77,734 | $4.01M | 0.3% | -5.8% | 0.030% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 6,735 | $348K | 0.0% | +64.1% | 0.003% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 1,400,707 | $72.28M | 14.4% | +1.7% | 0.545% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 60,751 | $3.14M | 0.0% | -8.3% | 0.024% | |
| 4/24/2024 | NBT Bank N A NY | 7,852 | $405K | 0.0% | +5.7% | 0.003% | |
| 4/23/2024 | Rebalance LLC | 151,669 | $7.83M | 0.6% | +6.8% | 0.059% | |
| 4/19/2024 | DMC Group LLC | 49,514 | $2.56M | 2.2% | +22.9% | 0.020% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,024,146 | $52.85M | 0.0% | -16.9% | 0.404% | |
| 4/18/2024 | Vaughan Nelson Investment Management L.P. | 11,855 | $612K | 0.0% | +6.0% | 0.005% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 14,699 | $758K | 0.2% | +41.4% | 0.006% | |
| 4/18/2024 | Park Place Capital Corp | 56,028 | $2.89M | 1.0% | +0.7% | 0.022% | |
| 4/18/2024 | Fifth Third Securities Inc. | 44,780 | $2.31M | 0.2% | -1.9% | 0.018% | |
| 4/17/2024 | Vicus Capital | 12,894 | $665K | 0.1% | +3.5% | 0.005% | |
| 4/16/2024 | Asio Capital LLC | 196,796 | $10.16M | 2.2% | +6.6% | 0.078% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 428,021 | $22.09M | 3.9% | -3.9% | 0.169% | |
| 4/12/2024 | AdvisorNet Financial Inc | 19,292 | $995K | 0.1% | -7.2% | 0.008% | |
| 4/11/2024 | City State Bank | 41,175 | $2.13M | 0.9% | +49.9% | 0.016% | |
| 4/10/2024 | American National Bank | 1,753 | $90K | 0.0% | N/A | 0.001% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 12,945 | $668K | 0.0% | +3.5% | 0.005% | |
| 4/5/2024 | NBC Securities Inc. | 2,515 | $129K | 0.0% | -13.7% | 0.001% | |
| 3/5/2024 | Fisher Asset Management LLC | 84,077 | $4.37M | 0.0% | +568.8% | 0.036% | |
| 3/1/2024 | Transcendent Capital Group LLC | 8,712 | $453K | 0.3% | N/A | 0.004% | |
| 2/23/2024 | Arkansas Financial Group Inc. | 445,580 | $23.17M | 4.3% | +2.4% | 0.189% | |
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| 2/15/2024 | Concentric Wealth Management LLC | 138,574 | $7.21M | 2.1% | N/A | 0.059% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 690 | $36K | 0.0% | N/A | 0.000% | |
| 2/13/2024 | Jones Financial Companies Lllp | 152,702 | $7.94M | 0.0% | +70.2% | 0.065% | |
| 2/13/2024 | SWS Partners | 49,285 | $2.56M | 0.8% | +6.1% | 0.021% | |
| 2/12/2024 | Eagle Asset Management Inc. | 11,673 | $607K | 0.0% | -13.4% | 0.005% | |
| 2/12/2024 | JARISLOWSKY FRASER Ltd | 4,096 | $212K | 0.0% | N/A | 0.002% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 5,731 | $298K | 0.0% | -28.6% | 0.002% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 66,220 | $3.44M | 0.0% | -22.6% | 0.028% | |
| 2/9/2024 | Allstate Corp | 5,476,431 | $284.77M | 19.7% | +7.3% | 2.319% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 3,531 | $184K | 0.0% | +472.3% | 0.001% | |
| 2/9/2024 | Davis R M Inc. | 81,822 | $4.26M | 0.1% | -9.0% | 0.035% | |
| 2/9/2024 | Clearbridge Investments LLC | 7,346 | $382K | 0.0% | +53.2% | 0.003% | |
| 2/8/2024 | Haverford Trust Co | 1,011,996 | $52.62M | 0.6% | +6.6% | 0.428% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 387,070 | $20.13M | 0.1% | +3.2% | 0.164% | |
| 2/7/2024 | One Capital Management LLC | 2,931,466 | $152.44M | 6.0% | +11.6% | 1.241% | |
| 2/7/2024 | NBC Securities Inc. | 2,914 | $151K | 0.0% | -7.7% | 0.001% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 19,640 | $1.02M | 0.0% | +14.1% | 0.008% | |
| 2/6/2024 | Cullen Frost Bankers Inc. | 5,748 | $299K | 0.0% | -9.8% | 0.002% | |
| 2/6/2024 | Simmons Bank | 10,711 | $557K | 0.0% | -4.4% | 0.005% | |
| 2/6/2024 | Leuthold Group LLC | 264,270 | $13.74M | 1.7% | -0.3% | 0.112% | |
| 2/6/2024 | Fisher Asset Management LLC | 84,560 | $4.40M | 0.0% | +572.7% | 0.036% | |
| 2/5/2024 | Hexagon Capital Partners LLC | 10,392 | $540K | 0.1% | +68.1% | 0.004% | |
| 2/5/2024 | Vantage Financial Partners LLC | 21,641 | $1.13M | 0.3% | N/A | 0.009% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 10,079 | $524K | 0.0% | +20.8% | 0.004% | |
| 2/5/2024 | White Pine Capital LLC | 15,270 | $794K | 0.3% | +17.0% | 0.006% | |
| 2/2/2024 | Boyd Watterson Asset Management LLC OH | 13,933 | $725K | 0.3% | -10.2% | 0.006% | |
| 2/2/2024 | Meritage Portfolio Management | 82,523 | $4.29M | 0.3% | +4.1% | 0.035% | |
| 2/1/2024 | NewSquare Capital LLC | 296,301 | $15.41M | 1.5% | +2.3% | 0.125% | |
| 2/1/2024 | Vicus Capital | 12,460 | $648K | 0.1% | -15.1% | 0.005% | |
| 1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 605 | $31K | 0.0% | -33.5% | 0.000% | |
| 1/30/2024 | Avior Wealth Management LLC | 12,446 | $647K | 0.0% | -18.2% | 0.005% | |
| 1/30/2024 | Diversified Portfolios Inc. | 21,050 | $1.10M | 0.2% | +360.6% | 0.009% | |
| 1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,232,236 | $64.08M | 0.0% | -22.5% | 0.521% | |
| 1/29/2024 | Graypoint LLC | 245,409 | $12.76M | 1.0% | +62.8% | 0.104% | |
| 1/29/2024 | YHB Investment Advisors Inc. | 4,105 | $213K | 0.0% | N/A | 0.002% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 257,273 | $13.38M | 0.2% | +130.9% | 0.109% | |
| 1/24/2024 | Park Place Capital Corp | 55,658 | $2.89M | 1.2% | -0.5% | 0.024% | |
| 1/24/2024 | Arkadios Wealth Advisors | 4,283 | $223K | 0.0% | -18.5% | 0.002% | |
| 1/19/2024 | AdvisorNet Financial Inc | 20,786 | $1.08M | 0.1% | -10.7% | 0.009% | |
| 1/18/2024 | ETF Portfolio Partners Inc. | 333,323 | $17.33M | 5.8% | -1.6% | 0.140% | |
| 1/17/2024 | Kozak & Associates Inc. | 1,300 | $67K | 0.0% | N/A | 0.001% | |
| 1/17/2024 | Fiduciary Alliance LLC | 5,565 | $289K | 0.1% | N/A | 0.002% | |
| 1/12/2024 | Tilia Fiduciary Partners Inc. | 9,358 | $487K | 0.5% | +55.4% | 0.004% | |
| 1/11/2024 | Asio Capital LLC | 184,697 | $9.60M | 2.2% | +1.3% | 0.078% | |
| 1/11/2024 | Whittier Trust Co. of Nevada Inc. | 6,973 | $363K | 0.0% | -56.7% | 0.003% | |
| 1/11/2024 | Whittier Trust Co. | 53,715 | $2.79M | 0.0% | -0.9% | 0.023% | |
| 1/11/2024 | DMC Group LLC | 40,275 | $2.09M | 2.0% | +43.9% | 0.017% | |
| 1/10/2024 | City State Bank | 27,464 | $1.43M | 0.7% | +2,116.6% | 0.012% | |
| 1/3/2024 | Massmutual Trust Co. FSB ADV | 12,503 | $650K | 0.0% | +3,190.3% | 0.006% | |
| 11/16/2023 | Greenwood Gearhart Inc. | 1,124,310 | $54.70M | 6.5% | +2.0% | 0.496% | |
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| 11/15/2023 | Crestwood Advisors Group LLC | 6,471 | $315K | 0.0% | N/A | 0.003% | |
| 11/15/2023 | KPP Advisory Services LLC | 5,341 | $260K | 0.1% | N/A | 0.002% | |
| 11/15/2023 | Ameriprise Financial Inc. | 3,658,619 | $177.77M | 0.1% | +2.7% | 1.614% | |
| 11/14/2023 | Jones Financial Companies Lllp | 89,726 | $4.37M | 0.0% | +38.5% | 0.040% | |
| 11/13/2023 | Allstate Corp | 5,105,989 | $248.41M | 14.5% | +22.2% | 2.252% | |
| 11/13/2023 | West Michigan Advisors LLC | 4,908 | $239K | 0.1% | -5.5% | 0.002% | |
| 11/13/2023 | Eagle Asset Management Inc. | 13,474 | $656K | 0.0% | -4.1% | 0.006% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 17,220 | $838K | 0.0% | +6.9% | 0.008% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 46,977,153 | $2.29B | 6.0% | +6.3% | 20.718% | |
| 11/9/2023 | White Pine Capital LLC | 13,054 | $635K | 0.3% | -5.5% | 0.006% | |
