| 5/17/2024 | Comerica Bank | 27,224 | $2.22M | 0.0% | +6.1% | 0.034% | |
| 5/16/2024 | Sweeney & Michel LLC | 71,245 | $5.76M | 2.6% | N/A | 0.088% | |
| 5/16/2024 | WMS Partners LLC | 70,376 | $5.74M | 0.4% | -8.5% | 0.087% | |
| 5/16/2024 | Waverly Advisors LLC | 33,730 | $2.75M | 0.1% | N/A | 0.042% | |
| 5/15/2024 | Perritt Capital Management Inc. | 111,281 | $9.07M | 4.9% | +0.8% | 0.138% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 12,724 | $1.04M | 0.1% | -1.9% | 0.016% | |
|
| 5/15/2024 | CoreFirst Bank & Trust | 18,733 | $1.53M | 1.0% | +2.0% | 0.023% | |
| 5/14/2024 | JT Stratford LLC | 27,952 | $2.28M | 0.5% | +9.4% | 0.035% | |
| 5/14/2024 | EP Wealth Advisors LLC | 2,347,897 | $191.42M | 2.2% | +8.7% | 2.907% | |
| 5/14/2024 | OLD Mission Capital LLC | 115,992 | $9.46M | 0.2% | -39.4% | 0.144% | |
| 5/14/2024 | CreativeOne Wealth LLC | 35,278 | $2.88M | 0.1% | +78.1% | 0.044% | |
| 5/13/2024 | Cedar Wealth Management LLC | 4,325 | $353K | 0.1% | -35.5% | 0.005% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,031 | $84K | 0.0% | +70.1% | 0.001% | |
| 5/11/2024 | Bahl & Gaynor Inc. | 29,210 | $2.38M | 0.0% | +31.7% | 0.036% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 17,642 | $1.44M | 0.8% | +133.8% | 0.022% | |
| 5/11/2024 | ESL Trust Services LLC | 493,727 | $40.25M | 10.5% | +0.3% | 0.611% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 17,268 | $1.41M | 0.2% | +0.8% | 0.021% | |
| 5/10/2024 | Osaic Holdings Inc. | 135,988 | $11.09M | 0.0% | -4.3% | 0.168% | |
| 5/9/2024 | ProVise Management Group LLC | 3,962 | $323K | 0.0% | -33.1% | 0.005% | |
| 5/9/2024 | Blair William & Co. IL | 76,383 | $6.23M | 0.0% | -8.6% | 0.095% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 9,872 | $805K | 0.0% | +3.1% | 0.012% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 17,913 | $1.46M | 0.0% | -1.5% | 0.022% | |
| 5/9/2024 | TBH Global Asset Management LLC | 16,935 | $1.38M | 0.3% | -27.3% | 0.021% | |
| 5/9/2024 | SageView Advisory Group LLC | 3,998 | $340K | 0.0% | N/A | 0.005% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 912 | $74K | 0.0% | +239.0% | 0.001% | |
| 5/9/2024 | New Insight Wealth Advisors | 80,004 | $6.52M | 4.1% | +11.1% | 0.099% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 9,533 | $777K | 0.1% | -29.7% | 0.012% | |
| 5/8/2024 | Advisors Preferred LLC | 80,107 | $6.49M | 1.1% | +1.4% | 0.099% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 121,618 | $9.92M | 1.2% | -1.9% | 0.151% | |
| 5/8/2024 | Paladin Advisory Group LLC | 2,868 | $232K | 0.2% | -5.2% | 0.004% | |
| 5/8/2024 | Heritage Wealth Advisors | 1,312 | $107K | 0.0% | +161.4% | 0.002% | |
| 5/8/2024 | Focused Wealth Management Inc | 217,763 | $17.75M | 2.7% | +9.0% | 0.270% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 87,394 | $7.13M | 0.1% | +1,595.3% | 0.108% | |
| 5/7/2024 | Regency Capital Management Inc. DE | 50,627 | $4.13M | 2.5% | -4.4% | 0.063% | |
| 5/7/2024 | WNY Asset Management LLC | 19,562 | $1.60M | 0.2% | -1.1% | 0.024% | |
| 5/7/2024 | Atomi Financial Group Inc. | 12,713 | $1.04M | 0.1% | +7.9% | 0.016% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 42,781 | $3.49M | 0.1% | +2.7% | 0.053% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 9,906 | $808K | 0.2% | +30.7% | 0.012% | |
| 5/7/2024 | Insight Advisors LLC PA | 17,904 | $1.46M | 0.3% | -35.1% | 0.022% | |
| 5/7/2024 | Stokes Family Office LLC | 60,508 | $4.93M | 0.6% | -9.3% | 0.075% | |
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| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,842 | $313K | 0.0% | +33.5% | 0.005% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 490 | $40K | 0.0% | -83.6% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 3,107 | $253K | 0.0% | +7.3% | 0.004% | |
| 5/3/2024 | VeraBank N.A. | 290,225 | $23.66M | 7.4% | -0.7% | 0.359% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 19,974 | $1.63M | 0.1% | -6.1% | 0.025% | |
| 5/3/2024 | GSA Capital Partners LLP | 23,919 | $1.95M | 0.2% | N/A | 0.030% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,541,679 | $125.69M | 2.9% | +68.9% | 1.909% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 33,675 | $2.75M | 0.5% | +16.0% | 0.042% | |
| 5/2/2024 | Choreo LLC | 218,638 | $17.83M | 0.5% | N/A | 0.271% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 245,903 | $20.05M | 0.1% | +2.6% | 0.304% | |
| 5/1/2024 | CWS Financial Advisors LLC | 16,024 | $1.31M | 0.5% | +4.3% | 0.020% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 39,500 | $3.22M | 0.0% | -20.2% | 0.049% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 5,842 | $476K | 0.0% | +3.7% | 0.007% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 698 | $57K | 0.0% | N/A | 0.001% | |
| 5/1/2024 | Mission Wealth Management LP | 17,475 | $1.43M | 0.0% | N/A | 0.022% | |
| 4/30/2024 | Private Advisor Group LLC | 146,830 | $11.97M | 0.1% | +7.7% | 0.182% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 16,167 | $1.31M | 0.1% | +5.8% | 0.020% | |
| 4/30/2024 | SWAN Capital LLC | 25,250 | $2.06M | 1.2% | +30.3% | 0.031% | |
| 4/30/2024 | Concord Wealth Partners | 2,180 | $178K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Vance Wealth Inc. | 18,051 | $1.47M | 0.6% | +3.7% | 0.022% | |
| 4/30/2024 | Macroview Investment Management LLC | 13,574 | $1.11M | 1.2% | +1.8% | 0.017% | |
| 4/30/2024 | Navis Wealth Advisors LLC | 3,055 | $249K | 0.3% | -20.8% | 0.004% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 517,719 | $42.21M | 0.1% | +22.6% | 0.641% | |
| 4/29/2024 | FAS Wealth Partners Inc. | 44,336 | $3.62M | 0.3% | +1.1% | 0.055% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 16,870 | $1.38M | 0.0% | +18.7% | 0.021% | |
| 4/29/2024 | Aspire Wealth Management Corp | 5,857 | $478K | 0.3% | -24.0% | 0.007% | |
| 4/29/2024 | Castle Wealth Management LLC | 7,491 | $611K | 0.3% | -6.6% | 0.009% | |
| 4/29/2024 | Baxter Bros Inc. | 22,598 | $1.84M | 0.2% | N/A | 0.028% | |
| 4/27/2024 | Weatherly Asset Management L. P. | 203,516 | $16.59M | 1.6% | +2.8% | 0.252% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 26,305 | $2.15M | 0.8% | +10.9% | 0.033% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 2,506 | $204K | 0.1% | N/A | 0.003% | |
| 4/26/2024 | UMB Bank n.a. | 68,845 | $5.61M | 0.1% | +14.6% | 0.085% | |
| 4/26/2024 | JNBA Financial Advisors | 165,842 | $13.52M | 1.4% | -29.0% | 0.205% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 29,862 | $2.44M | 0.2% | +2.1% | 0.037% | |
| 4/25/2024 | Human Investing LLC | 126,238 | $10.29M | 2.1% | -0.3% | 0.156% | |
| 4/25/2024 | Bank of New York Mellon Corp | 1,562,136 | $127.36M | 0.0% | N/A | 1.934% | |
| 4/25/2024 | Professional Financial Advisors LLC | 14,957 | $1.22M | 0.3% | +1.5% | 0.019% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 2,468 | $201K | 0.0% | +38.3% | 0.003% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 2,636 | $208K | 0.0% | -59.4% | 0.003% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 53,758 | $4.38M | 0.0% | +11.6% | 0.067% | |
| 4/24/2024 | Leavell Investment Management Inc. | 114,532 | $9.34M | 0.5% | +2.2% | 0.142% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 2,747 | $224K | 0.0% | +6.6% | 0.003% | |
| 4/24/2024 | Round Rock Advisors LLC | 18,139 | $1.48M | 0.4% | -7.2% | 0.022% | |
| 4/24/2024 | Landmark Wealth Management LLC | 86,029 | $7.01M | 3.2% | +2.2% | 0.107% | |
| 4/24/2024 | Archford Capital Strategies LLC | 82,908 | $6.76M | 1.1% | +1.5% | 0.103% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 222,006 | $18.10M | 5.0% | -0.8% | 0.275% | |
| 4/24/2024 | Spire Wealth Management | 15,605 | $1.27M | 0.1% | -6.3% | 0.019% | |
| 4/24/2024 | Buttonwood Financial Advisors Inc. | 47,014 | $3.83M | 1.8% | +116.6% | 0.058% | |
| 4/24/2024 | Essex Financial Services Inc. | 14,038 | $1.14M | 0.1% | -4.6% | 0.017% | |
| 4/23/2024 | Triad Wealth Partners LLC | 63,395 | $5.17M | 4.0% | N/A | 0.078% | |
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| 4/23/2024 | Bfsg LLC | 69,700 | $5.68M | 0.8% | +1.7% | 0.086% | |
| 4/23/2024 | Swisher Financial Concepts Inc. | 60,339 | $4.82M | 4.2% | +5.3% | 0.075% | |
| 4/23/2024 | Sugarloaf Wealth Management LLC | 346,248 | $28.23M | 5.3% | +15.2% | 0.429% | |
| 4/23/2024 | Warner Financial Inc. | 11,308 | $922K | 0.5% | +8.7% | 0.014% | |
| 4/23/2024 | Principle Wealth Partners LLC | 4,388 | $358K | 0.0% | -21.2% | 0.005% | |
| 4/23/2024 | Revisor Wealth Management LLC | 123,076 | $9.90M | 4.4% | +119.7% | 0.152% | |
| 4/23/2024 | Wealth Effects LLC | 3,188 | $260K | 0.1% | -29.4% | 0.004% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 635,533 | $51.82M | 0.1% | -1.8% | 0.787% | |
| 4/22/2024 | Nicholas Hoffman & Company LLC. | 15,323 | $1.25M | 0.1% | +1.6% | 0.019% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 26,620 | $2.17M | 0.4% | -5.9% | 0.033% | |
