| 5/11/2024 | Trustmark National Bank Trust Department | 27,048 | $1.81M | 0.1% | -27.6% | 0.001% | |
| 5/11/2024 | Davis R M Inc. | 4,468 | $300K | 0.0% | +25.6% | 0.000% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 15,075 | $1.01M | 0.5% | +64.8% | 0.000% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 9,159 | $614K | 0.1% | +15.1% | 0.000% | |
| 5/11/2024 | Nicola Wealth Management LTD. | 357,000 | $23.93M | 2.6% | -4.0% | 0.011% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 11,845 | $794K | 0.3% | +12.5% | 0.000% | |
|
| 5/10/2024 | Osaic Holdings Inc. | 220,161 | $14.76M | 0.0% | -30.7% | 0.007% | |
| 5/10/2024 | TIAA Trust National Association | 13,568 | $910K | 0.0% | +4.9% | 0.000% | |
| 5/10/2024 | Councilmark Asset Management LLC | 7,725 | $518K | 0.4% | N/A | 0.000% | |
| 5/10/2024 | First Foundation Advisors | 7,246 | $486K | 0.0% | -8.9% | 0.000% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 196,240 | $13.16M | 0.2% | -0.2% | 0.006% | |
| 5/10/2024 | GM Advisory Group LLC | 22,556 | $1.51M | 0.1% | +5.8% | 0.001% | |
| 5/10/2024 | Nwam LLC | 10,635 | $760K | 0.1% | -8.5% | 0.000% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 10,355 | $736K | 0.1% | N/A | 0.000% | |
| 5/9/2024 | Forum Financial Management LP | 32,458 | $2.18M | 0.0% | +6.4% | 0.001% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 21,131 | $1.42M | 0.2% | +4.2% | 0.001% | |
| 5/9/2024 | Leo Wealth LLC | 7,063 | $477K | 0.0% | -10.8% | 0.000% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 58,908 | $3.95M | 0.0% | +5.3% | 0.002% | |
| 5/9/2024 | Blair William & Co. IL | 67,276 | $4.51M | 0.0% | +2.7% | 0.002% | |
| 5/9/2024 | Lord Abbett & CO. LLC | 3,043,113 | $204.01M | 0.7% | -12.1% | 0.095% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 14,685 | $984K | 0.0% | -6.0% | 0.000% | |
| 5/9/2024 | First Eagle Investment Management LLC | 373,483 | $25.04M | 0.1% | +17.6% | 0.012% | |
| 5/9/2024 | TBH Global Asset Management LLC | 4,404 | $295K | 0.1% | -4.2% | 0.000% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 6,658 | $446K | 0.0% | +7.7% | 0.000% | |
| 5/9/2024 | Foundry Partners LLC | 393,890 | $26.41M | 1.4% | +3.2% | 0.012% | |
| 5/9/2024 | Angeles Wealth Management LLC | 3,012 | $202K | 0.0% | -16.6% | 0.000% | |
| 5/9/2024 | Portland Global Advisors LLC | 29,223 | $1.96M | 0.3% | -14.7% | 0.001% | |
| 5/9/2024 | Dearborn Partners LLC | 8,085 | $542K | 0.0% | -36.2% | 0.000% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 34,079 | $2.29M | 0.5% | +36.2% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 18,214 | $1.22M | 0.1% | +152.1% | 0.001% | |
| 5/8/2024 | Teramo Advisors LLC | 3,000 | $201K | 0.1% | N/A | 0.000% | |
| 5/8/2024 | Cozad Asset Management Inc. | 7,581 | $508K | 0.1% | +3.2% | 0.000% | |
| 5/8/2024 | Bleakley Financial Group LLC | 93,036 | $6.24M | 0.2% | -1.0% | 0.003% | |
| 5/8/2024 | Great Diamond Partners LLC | 11,964 | $802K | 0.2% | +2.1% | 0.000% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 107,963 | $7.24M | 0.1% | -4.3% | 0.003% | |
| 5/8/2024 | US Bancorp DE | 338,934 | $22.72M | 0.0% | -18.5% | 0.011% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 90,002 | $6.03M | 1.4% | -2.2% | 0.003% | |
| 5/8/2024 | Russell Investments Group Ltd. | 746,367 | $50.04M | 0.1% | +6.9% | 0.023% | |
| 5/8/2024 | QRG Capital Management Inc. | 187,266 | $12.55M | 0.2% | +2.5% | 0.006% | |
| 5/8/2024 | New Republic Capital LLC | 6,389 | $428K | 0.3% | -16.8% | 0.000% | |
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| 5/8/2024 | Donoghue Forlines LLC | 15,386 | $1.03M | 0.3% | -10.0% | 0.000% | |
| 5/7/2024 | Sfmg LLC | 3,183 | $213K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Regency Capital Management Inc. DE | 105,774 | $7.09M | 4.3% | +0.8% | 0.003% | |
| 5/7/2024 | WNY Asset Management LLC | 17,352 | $1.16M | 0.2% | -4.0% | 0.001% | |
| 5/7/2024 | Sei Investments Co. | 298,732 | $20.03M | 0.0% | +4.9% | 0.009% | |
| 5/7/2024 | Chilton Capital Management LLC | 24,187 | $1.62M | 0.1% | +4.5% | 0.001% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 20,797 | $1.39M | 0.1% | +7.1% | 0.001% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 4,831 | $324K | 0.1% | +18.5% | 0.000% | |
| 5/7/2024 | Atomi Financial Group Inc. | 21,840 | $1.46M | 0.1% | +13.9% | 0.001% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 283,397 | $19.00M | 0.5% | -10.7% | 0.009% | |
| 5/7/2024 | Montag A & Associates Inc. | 31,501 | $2.11M | 0.1% | -23.4% | 0.001% | |
| 5/7/2024 | Susquehanna International Securities Ltd. | 32,273 | $2.16M | 0.9% | -28.7% | 0.001% | |
| 5/7/2024 | Keating Investment Counselors Inc. | 4,600 | $308K | 0.1% | +6.7% | 0.000% | |
| 5/7/2024 | Susquehanna International Group Ltd. | 64,106 | $4.30M | 1.0% | +41.1% | 0.002% | |
| 5/7/2024 | KCM Investment Advisors LLC | 5,714 | $383K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Mondrian Investment Partners LTD | 2,187,872 | $146.68M | 2.1% | +83.2% | 0.068% | |
| 5/7/2024 | Nvwm LLC | 12,853 | $862K | 0.2% | +2.7% | 0.000% | |
| 5/7/2024 | Equity Investment Corp | 988,509 | $66.27M | 1.7% | +7.8% | 0.031% | |
| 5/7/2024 | Nelson Capital Management LLC | 77,845 | $5.22M | 1.0% | -2.6% | 0.002% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 175,657 | $11.78M | 0.2% | -5.7% | 0.005% | |
| 5/7/2024 | PFG Advisors | 4,255 | $285K | 0.0% | +14.0% | 0.000% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 49,940 | $3.35M | 0.1% | +6.2% | 0.002% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,054 | $272K | 0.0% | -5.9% | 0.000% | |
| 5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 17,822 | $1.20M | 0.1% | +294.7% | 0.001% | |
| 5/7/2024 | Hilltop National Bank | 17,331 | $1.16M | 0.4% | N/A | 0.001% | |
| 5/7/2024 | JCIC Asset Management Inc. | 45,504 | $3.05M | 1.3% | +0.8% | 0.001% | |
| 5/7/2024 | Retirement Planning Co of New England Inc. | 10,844 | $727K | 0.4% | -5.2% | 0.000% | |
| 5/7/2024 | SG Americas Securities LLC | 4,471 | $300K | 0.0% | -98.7% | 0.000% | |
| 5/6/2024 | Quantbot Technologies LP | 19,814 | $1.33M | 0.1% | -61.2% | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 48,343 | $3.24M | 0.0% | -1.5% | 0.002% | |
| 5/6/2024 | ORG Partners LLC | 2,872 | $195K | 0.4% | N/A | 0.000% | |
| 5/6/2024 | Leuthold Group LLC | 113,672 | $7.62M | 0.9% | -0.4% | 0.004% | |
| 5/6/2024 | Gallacher Capital Management LLC | 8,459 | $567K | 0.3% | +3.1% | 0.000% | |
| 5/6/2024 | Mawer Investment Management Ltd. | 5,098,763 | $341.82M | 1.6% | -4.3% | 0.158% | |
| 5/6/2024 | Mitchell Capital Management Co. | 33,787 | $2.27M | 0.4% | +4.3% | 0.001% | |
| 5/6/2024 | John G Ullman & Associates Inc. | 10,900 | $731K | 0.1% | +7.9% | 0.000% | |
| 5/6/2024 | Grandfield & Dodd LLC | 255,330 | $17.12M | 1.1% | -0.4% | 0.008% | |
| 5/4/2024 | Howland Capital Management LLC | 19,100 | $1.28M | 0.1% | -17.0% | 0.001% | |
| 5/4/2024 | DAVENPORT & Co LLC | 239,308 | $16.04M | 0.1% | -0.6% | 0.007% | |
| 5/4/2024 | Lester Murray Antman dba SimplyRich | 26,743 | $1.79M | 0.6% | +0.6% | 0.001% | |
| 5/3/2024 | Signaturefd LLC | 53,416 | $3.58M | 0.1% | +3.6% | 0.002% | |
| 5/3/2024 | FDx Advisors Inc. | 4,537 | $304K | 0.0% | -81.0% | 0.000% | |
| 5/3/2024 | Catalina Capital Group LLC | 3,517 | $236K | 0.1% | N/A | 0.000% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 25,886 | $1.74M | 0.1% | +10.5% | 0.001% | |
| 5/3/2024 | Pzena Investment Management LLC | 3,893,439 | $261.02M | 0.9% | -0.1% | 0.121% | |
| 5/3/2024 | Callan Capital LLC | 3,891 | $261K | 0.0% | -16.8% | 0.000% | |
| 5/3/2024 | Coronation Fund Managers Ltd. | 14,133 | $947K | 0.0% | -5.9% | 0.000% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 5,590 | $375K | 0.0% | -3.3% | 0.000% | |
| 5/3/2024 | Chevy Chase Trust Holdings LLC | 1,834,891 | $123.01M | 0.4% | 0.0% | 0.057% | |
| 5/3/2024 | United Community Bank | 3,315 | $222K | 0.1% | +4.4% | 0.000% | |
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| 5/3/2024 | Nikko Asset Management Americas Inc. | 125,929 | $8.44M | 0.1% | -6.3% | 0.004% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 21,118 | $1.42M | 0.0% | +10.3% | 0.001% | |
| 5/3/2024 | Whittier Trust Co. | 19,250 | $1.29M | 0.0% | +3.6% | 0.001% | |
| 5/2/2024 | First Command Advisory Services Inc. | 1,283 | $86K | 0.0% | +20.4% | 0.000% | |
| 5/2/2024 | Financial Counselors Inc. | 24,543 | $1.65M | 0.0% | -5.0% | 0.001% | |
| 5/2/2024 | Jennison Associates LLC | 1,102,249 | $73.90M | 0.0% | -2.3% | 0.034% | |
| 5/2/2024 | FORA Capital LLC | 6,959 | $467K | 0.0% | N/A | 0.000% | |
| 5/2/2024 | Haverford Trust Co | 29,915 | $2.01M | 0.0% | -1.9% | 0.001% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 48,895 | $3.28M | 0.1% | +9.1% | 0.002% | |
| 5/2/2024 | Fidelis Capital Partners LLC | 12,884 | $864K | 0.1% | +119.0% | 0.000% | |
