| 5/17/2024 | Comerica Bank | 46,722 | $3.38M | 0.0% | +37.6% | 0.059% | |
| 5/16/2024 | Redwood Investment Management LLC | 5,631 | $407K | 0.0% | -8.4% | 0.007% | |
| 5/16/2024 | Global Financial Private Client LLC | 7,133 | $506K | 0.2% | -28.1% | 0.009% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 107,899 | $7.24M | 0.2% | +14.7% | 0.136% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 1,319 | $95K | 0.0% | N/A | 0.002% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 6,254 | $452K | 0.0% | N/A | 0.008% | |
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| 5/14/2024 | JT Stratford LLC | 3,854 | $279K | 0.1% | +5.9% | 0.005% | |
| 5/14/2024 | CreativeOne Wealth LLC | 199,006 | $14.39M | 0.6% | +23.9% | 0.251% | |
| 5/14/2024 | InterOcean Capital Group LLC | 13,863 | $1.00M | 0.0% | -59.3% | 0.017% | |
| 5/14/2024 | Pitcairn Co. | 9,767 | $706K | 0.0% | N/A | 0.012% | |
| 5/11/2024 | NYL Investors LLC | 130,000 | $9.40M | 0.3% | +0.9% | 0.164% | |
| 5/10/2024 | Osaic Holdings Inc. | 262,570 | $19.00M | 0.0% | -78.1% | 0.331% | |
| 5/10/2024 | Vanguard Group Inc. | 200,955 | $14.54M | 0.0% | +38.5% | 0.253% | |
| 5/10/2024 | Nwam LLC | 13,309 | $960K | 0.1% | -3.2% | 0.017% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 154,690 | $11.19M | 0.1% | -0.6% | 0.195% | |
| 5/9/2024 | Dearborn Partners LLC | 14,238 | $1.03M | 0.0% | +8.3% | 0.018% | |
| 5/8/2024 | FPC Investment Advisory Inc. | 28,972 | $1.98M | 1.9% | N/A | 0.037% | |
| 5/8/2024 | Bleakley Financial Group LLC | 10,455 | $756K | 0.0% | -43.4% | 0.013% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 36,732 | $2.66M | 0.0% | -56.3% | 0.046% | |
| 5/8/2024 | US Bancorp DE | 370,683 | $26.81M | 0.0% | +24.8% | 0.467% | |
| 5/8/2024 | Addison Capital Co | 7,478 | $541K | 0.3% | -12.8% | 0.009% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 29,753 | $2.15M | 0.5% | +23.0% | 0.038% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 5,761 | $417K | 0.0% | N/A | 0.007% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 22,341 | $1.62M | 0.3% | -9.1% | 0.028% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 28,701 | $2.08M | 0.1% | +18.1% | 0.036% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 23,467 | $1.70M | 0.0% | -1.4% | 0.030% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,271,206 | $164.28M | 0.6% | +5.7% | 2.864% | |
| 5/4/2024 | Evolution Advisers Inc. | 103,685 | $7.50M | 4.2% | +9.3% | 0.131% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 10,209 | $738K | 0.0% | +26.8% | 0.013% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,010 | $74K | 0.1% | N/A | 0.001% | |
| 5/3/2024 | FDx Advisors Inc. | 33,229 | $2.40M | 0.4% | -4.8% | 0.042% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 35,867 | $2.59M | 0.3% | -38.3% | 0.045% | |
| 5/3/2024 | Liberty Wealth Management LLC | 48,830 | $3.48M | 0.7% | +271,177.8% | 0.062% | |
| 5/2/2024 | Mutual Advisors LLC | 53,427 | $3.86M | 0.1% | +12.9% | 0.067% | |
| 5/2/2024 | Lincoln National Corp | 2,089,755 | $151.15M | 2.4% | +3.3% | 2.635% | |
| 5/2/2024 | Palisade Asset Management LLC | 463 | $33K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 25,257 | $1.83M | 0.6% | +7.2% | 0.032% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 404,202 | $29.24M | 0.1% | +8.1% | 0.510% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 73,012 | $5.28M | 0.3% | +3.2% | 0.092% | |
| 4/30/2024 | Private Advisor Group LLC | 144,901 | $10.48M | 0.1% | +5.0% | 0.183% | |
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| 4/30/2024 | J.W. Cole Advisors Inc. | 15,595 | $1.13M | 0.1% | +105.1% | 0.020% | |
| 4/30/2024 | North Star Investment Management Corp. | 7,087 | $513K | 0.0% | +28.5% | 0.009% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 102,623 | $7.42M | 0.0% | +16.6% | 0.129% | |
| 4/29/2024 | Principal Financial Group Inc. | 392,324 | $28.38M | 0.0% | +17.3% | 0.495% | |
| 4/29/2024 | Benjamin Edwards Inc. | 6,790 | $491K | 0.1% | -2.9% | 0.009% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 60,926 | $4.41M | 0.1% | +2.6% | 0.077% | |
| 4/29/2024 | Cabana LLC | 8,604 | $622K | 2.6% | -28.7% | 0.011% | |
| 4/29/2024 | Forthright Family Wealth Advisory LLC | 5,541 | $401K | 0.3% | N/A | 0.007% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 6,305 | $456K | 0.3% | N/A | 0.008% | |
| 4/26/2024 | RCS Financial Planning LLC | 23,374 | $1.69M | 1.0% | N/A | 0.029% | |
| 4/26/2024 | TI Trust Inc. | 4,391 | $318K | 0.2% | -16.0% | 0.006% | |
| 4/25/2024 | Human Investing LLC | 12,917 | $934K | 0.2% | +12.4% | 0.016% | |
| 4/25/2024 | BCM Advisors LLC | 13,989 | $954K | 0.2% | -35.1% | 0.018% | |
| 4/25/2024 | Center For Asset Management LLC | 4,604 | $333K | 0.3% | +12.4% | 0.006% | |
| 4/25/2024 | Long Run Wealth Advisors LLC | 2,981 | $216K | 0.1% | +5.8% | 0.004% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 622,091 | $45.00M | 0.2% | -1.1% | 0.784% | |
| 4/24/2024 | Simplicity Wealth LLC | 10,455 | $756K | 0.0% | N/A | 0.013% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 51,884 | $3.75M | 1.0% | N/A | 0.065% | |
| 4/24/2024 | H&H Retirement Design & Management INC | 88,392 | $6.06M | 4.0% | -15.0% | 0.111% | |
| 4/23/2024 | TrueWealth Advisors LLC | 3,987 | $288K | 0.1% | -4.1% | 0.005% | |
| 4/23/2024 | Fifth Third Bancorp | 846 | $61K | 0.0% | -64.1% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 75,059 | $5.43M | 0.0% | -1.0% | 0.095% | |
| 4/23/2024 | Sutton Place Investors LLC | 13,967 | $1.01M | 0.5% | +309.1% | 0.018% | |
| 4/22/2024 | Nilsine Partners LLC | 8,342 | $603K | 0.1% | N/A | 0.011% | |
| 4/22/2024 | Greystone Financial Group LLC | 549,845 | $39.77M | 7.9% | +105.1% | 0.693% | |
| 4/22/2024 | Bay Harbor Wealth Management LLC | 95,330 | $6.90M | 2.5% | +10.8% | 0.120% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 8,785 | $635K | 0.2% | N/A | 0.011% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 71,613 | $5.18M | 0.3% | +21.4% | 0.090% | |
| 4/19/2024 | Madrona Financial Services LLC | 89,978 | $6.51M | 2.3% | +39.5% | 0.113% | |
| 4/19/2024 | Leeward Financial Partners LLC | 62,481 | $4.52M | 1.9% | +8.4% | 0.079% | |
| 4/19/2024 | Hedeker Wealth LLC | 99,334 | $7.19M | 2.1% | +10.5% | 0.125% | |
| 4/18/2024 | Main Line Retirement Advisors LLC | 41,560 | $3.01M | 2.4% | +8.7% | 0.052% | |
| 4/16/2024 | Independence Bank of Kentucky | 20,866 | $1.51M | 0.5% | +139.3% | 0.026% | |
| 4/16/2024 | LongView Wealth Management | 6,570 | $475K | 0.2% | +10.0% | 0.008% | |
| 4/16/2024 | Bouvel Investment Partners LLC | 35,910 | $2.60M | 1.1% | -2.8% | 0.045% | |
| 4/15/2024 | Safir Wealth Advisors LLC | 86,733 | $6.27M | 5.1% | +8.7% | 0.111% | |
| 4/15/2024 | Visionary Horizons LLC | 78,189 | $5.43M | 4.2% | +7.7% | 0.100% | |
| 4/15/2024 | Sovereign Financial Group Inc. | 48,130 | $3.48M | 0.9% | +1.2% | 0.062% | |
| 4/15/2024 | Brookstone Capital Management | 65,278 | $4.72M | 0.1% | -4.7% | 0.083% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 32,498 | $2.35M | 0.7% | +17.6% | 0.042% | |
| 4/15/2024 | Flagstar Advisors Inc. | 49,899 | $3.61M | 1.0% | +17.1% | 0.064% | |
| 4/12/2024 | Capital Advisors Wealth Management LLC | 226,477 | $16.38M | 3.4% | +33.4% | 0.290% | |
| 4/11/2024 | Security Financial Services INC. | 7,274 | $526K | 0.1% | +2.6% | 0.009% | |
| 4/11/2024 | Beacon Capital Management Inc. | 518,181 | $36.73M | 1.5% | -46.5% | 0.663% | |
| 4/11/2024 | City State Bank | 2,470 | $179K | 0.1% | +1,135.0% | 0.003% | |
| 4/11/2024 | &PARTNERS | 16,807 | $1.22M | 0.2% | N/A | 0.021% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 22,075 | $1.60M | 0.4% | +3.7% | 0.028% | |
| 4/11/2024 | Optimum Investment Advisors | 1,629 | $118K | 0.1% | +17.2% | 0.002% | |
| 4/11/2024 | RFG Advisory LLC | 11,215 | $811K | 0.0% | +78.0% | 0.014% | |
| 4/11/2024 | PFW Advisors LLC | 93,584 | $6.77M | 2.1% | -2.5% | 0.120% | |
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| 4/10/2024 | Sterling Financial Group Inc. | 240,861 | $17.42M | 8.3% | +82.7% | 0.308% | |
| 4/10/2024 | Park Avenue Securities LLC | 11,780 | $852K | 0.0% | -2.5% | 0.015% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 8,944 | $647K | 0.2% | +5.0% | 0.011% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 68,402 | $4.95M | 0.2% | +1.9% | 0.087% | |
| 4/5/2024 | Carolina Wealth Advisors LLC | 343,035 | $24.81M | 13.5% | +7.3% | 0.439% | |
| 4/5/2024 | Hilltop Wealth Advisors LLC | 196,218 | $14.19M | 7.3% | +0.7% | 0.251% | |
| 4/5/2024 | NBC Securities Inc. | 6,815 | $492K | 0.0% | +19.9% | 0.009% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 611,830 | $45.63M | 0.0% | +34.0% | 0.782% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 94,098 | $7.02M | 0.2% | -12.8% | 0.120% | |
| 3/6/2024 | SageView Advisory Group LLC | 2,928 | $214K | 0.0% | N/A | 0.004% | |
