| 5/17/2024 | Aspect Partners LLC | 54,526 | $2.29M | 1.8% | +2.4% | 0.008% | |
| 5/17/2024 | Vima LLC | 29,503 | $1.24M | 0.3% | +10.0% | 0.005% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 13,349 | $561K | 0.1% | +4.8% | 0.002% | |
| 5/17/2024 | Beacon Capital Management LLC | 3,160 | $133K | 0.0% | +525.7% | 0.000% | |
| 5/17/2024 | Comerica Bank | 566,941 | $23.82M | 0.1% | +117.8% | 0.088% | |
| 5/17/2024 | SkyView Investment Advisors LLC | 481,677 | $20.24M | 3.7% | +5.8% | 0.074% | |
|
| 5/17/2024 | Tidal Investments LLC | 7,976 | $335K | 0.0% | -66.1% | 0.001% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 106,449 | $4.47M | 0.1% | -40.6% | 0.016% | |
| 5/16/2024 | Ancora Advisors LLC | 157,827 | $6.63M | 0.2% | -0.3% | 0.024% | |
| 5/16/2024 | Dynasty Wealth Management LLC | 572,441 | $24.05M | 0.8% | N/A | 0.088% | |
| 5/16/2024 | WMS Partners LLC | 99,570 | $4.18M | 0.3% | +8.7% | 0.015% | |
| 5/16/2024 | Benchmark Investment Advisors LLC | 8,520 | $358K | 0.3% | +22.7% | 0.001% | |
| 5/16/2024 | Captrust Financial Advisors | 2,166,692 | $91.02M | 0.3% | -4.0% | 0.334% | |
| 5/16/2024 | Econ Financial Services Corp | 45,823 | $1.93M | 1.2% | N/A | 0.007% | |
| 5/15/2024 | SVB Wealth LLC | 5,594 | $235K | 0.0% | +7.7% | 0.001% | |
| 5/15/2024 | Transcendent Capital Group LLC | 42,754 | $1.80M | 1.0% | N/A | 0.007% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 3,014 | $127K | 0.0% | +26.2% | 0.000% | |
| 5/15/2024 | Public Employees Retirement System of Ohio | 366,800 | $15.41M | 0.1% | +21.3% | 0.057% | |
| 5/15/2024 | London & Capital Asset Management Ltd | 20,347 | $855K | 0.1% | -39.0% | 0.003% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 136,291 | $5.73M | 0.3% | +1.7% | 0.021% | |
| 5/15/2024 | BOKF NA | 300,093 | $12.74M | 0.2% | -2.2% | 0.046% | |
| 5/15/2024 | Kestra Advisory Services LLC | 401,435 | $16.86M | 0.1% | +10.3% | 0.062% | |
| 5/15/2024 | 1832 Asset Management L.P. | 714,618 | $30.02M | 0.0% | N/A | 0.110% | |
| 5/15/2024 | Guardian Capital Advisors LP | 5,000 | $224K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Biltmore Family Office LLC | 705,869 | $29.65M | 5.8% | +10.3% | 0.109% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 4,792 | $201K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Toronto Dominion Bank | 200,000 | $8.40M | 0.0% | -54.5% | 0.031% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 306,679 | $12.88M | 0.1% | -4.5% | 0.047% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 893,875 | $37.55M | 1.0% | -5.7% | 0.138% | |
| 5/14/2024 | EP Wealth Advisors LLC | 18,635 | $783K | 0.0% | +1.4% | 0.003% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 26,754 | $1.12M | 0.0% | +5.4% | 0.004% | |
| 5/14/2024 | CreativeOne Wealth LLC | 28,969 | $1.22M | 0.0% | +28.1% | 0.004% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 11,941 | $502K | 0.1% | -21.6% | 0.002% | |
| 5/14/2024 | Evermay Wealth Management LLC | 71,042 | $2.98M | 0.5% | N/A | 0.011% | |
| 5/14/2024 | InterOcean Capital Group LLC | 37,596 | $1.58M | 0.0% | -1.3% | 0.006% | |
| 5/14/2024 | National Bank of Canada FI | 697,460 | $31.15M | 0.0% | +67.9% | 0.107% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 22,867 | $961K | 0.0% | N/A | 0.004% | |
| 5/13/2024 | Bessemer Group Inc. | 97,724 | $4.11M | 0.0% | -0.4% | 0.015% | |
| 5/13/2024 | Mader & Shannon Wealth Management Inc. | 554,683 | $23.30M | 13.1% | -5.0% | 0.085% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 19,995 | $840K | 0.0% | N/A | 0.003% | |
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| 5/11/2024 | Jacobi Capital Management LLC | 15,284 | $642K | 0.1% | -1.7% | 0.002% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 12,402 | $521K | 0.0% | -45.2% | 0.002% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,385,307 | $58.20M | 0.1% | -24.8% | 0.213% | |
| 5/10/2024 | TIAA Trust National Association | 536,225 | $22.53M | 0.1% | +25.4% | 0.082% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 5,000 | $210K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | First Foundation Advisors | 311,792 | $13.10M | 0.5% | -2.9% | 0.048% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 29,894 | $1.26M | 0.2% | -8.7% | 0.005% | |
| 5/10/2024 | Bright Financial Advisors Inc. | 18,978 | $833K | 0.6% | N/A | 0.003% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 2,277,395 | $95.67M | 1.6% | -1.8% | 0.350% | |
| 5/10/2024 | Motco | 72,457 | $3.04M | 0.2% | +0.5% | 0.011% | |
| 5/10/2024 | GM Advisory Group LLC | 2,016,546 | $84.72M | 5.9% | -6.9% | 0.310% | |
| 5/10/2024 | Nwam LLC | 13,551 | $589K | 0.0% | -4.6% | 0.002% | |
| 5/9/2024 | Kure Advisory LLC | 107,761 | $4.53M | 3.9% | +3.8% | 0.017% | |
| 5/9/2024 | Private Portfolio Partners LLC | 19,497 | $819K | 0.2% | -2.0% | 0.003% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 120,258 | $5.05M | 0.1% | -2.9% | 0.018% | |
| 5/9/2024 | Blair William & Co. IL | 309,042 | $12.98M | 0.0% | +12.8% | 0.047% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 7,830 | $329K | 0.0% | +25.2% | 0.001% | |
| 5/9/2024 | First Eagle Investment Management LLC | 4,683 | $197K | 0.0% | +254.2% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 328,648 | $13.81M | 0.3% | +10.3% | 0.050% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 1,058,762 | $44.48M | 1.9% | +0.3% | 0.163% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 20,374,821 | $855.95M | 1.2% | -0.4% | 3.130% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 32,536 | $1.37M | 0.0% | -8.3% | 0.005% | |
| 5/9/2024 | XR Securities LLC | 305,864 | $12.85M | 0.4% | +331.6% | 0.047% | |
| 5/9/2024 | Interchange Capital Partners LLC | 29,408 | $1.24M | 0.8% | -4.9% | 0.005% | |
| 5/9/2024 | Patton Fund Management Inc. | 153,993 | $6.47M | 1.2% | +3.9% | 0.024% | |
| 5/9/2024 | Rogco LP | 248,516 | $10.44M | 4.3% | -1.6% | 0.038% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 11,575 | $486K | 0.0% | -30.0% | 0.002% | |
| 5/8/2024 | Sheets Smith Wealth Management | 18,944 | $796K | 0.1% | +2.4% | 0.003% | |
| 5/8/2024 | Financial & Tax Architects LLC | 58,972 | $2.48M | 0.7% | +2.3% | 0.009% | |
| 5/8/2024 | Tanglewood Wealth Management Inc. | 1,205,013 | $50.62M | 6.3% | +1.5% | 0.185% | |
| 5/8/2024 | Bleakley Financial Group LLC | 12,436 | $522K | 0.0% | -10.4% | 0.002% | |
| 5/8/2024 | Great Diamond Partners LLC | 8,179 | $344K | 0.1% | -3.9% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 34,794 | $1.46M | 0.0% | -4.4% | 0.005% | |
| 5/8/2024 | US Bancorp DE | 283,290 | $11.90M | 0.0% | -3.5% | 0.044% | |
| 5/8/2024 | Trademark Financial Management LLC | 48,111 | $2.02M | 1.7% | +27.6% | 0.007% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 30,821 | $1.30M | 0.0% | -4.7% | 0.005% | |
| 5/8/2024 | Delta Financial Advisors LLC | 81,953 | $3.44M | 1.4% | -0.6% | 0.013% | |
| 5/7/2024 | Arnhold LLC | 1,782,254 | $74.87M | 7.9% | -1.4% | 0.274% | |
| 5/7/2024 | Regency Capital Management Inc. DE | 113,020 | $4.75M | 2.9% | +5.5% | 0.017% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 265,371 | $11.15M | 2.3% | N/A | 0.041% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 7,845 | $330K | 0.0% | +5.9% | 0.001% | |
| 5/7/2024 | Atomi Financial Group Inc. | 77,064 | $3.24M | 0.3% | +1,254.1% | 0.012% | |
| 5/7/2024 | Fore Capital LLC | 158,000 | $6.64M | 4.1% | +58.0% | 0.024% | |
| 5/7/2024 | Facet Wealth Inc. | 6,139 | $270K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | NTV Asset Management LLC | 187,207 | $7.87M | 1.2% | -1.5% | 0.029% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 8,725 | $367K | 0.2% | -24.5% | 0.001% | |
| 5/7/2024 | Nvwm LLC | 88,864 | $3.73M | 1.0% | +1.2% | 0.014% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 296,520 | $12.46M | 0.2% | -15.1% | 0.046% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 28,712 | $1.21M | 0.0% | -24.4% | 0.004% | |
| 5/7/2024 | PFG Advisors | 21,496 | $903K | 0.1% | +2.5% | 0.003% | |
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| 5/7/2024 | Prospera Private Wealth LLC | 464,620 | $19.52M | 13.5% | -1.8% | 0.071% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,619 | $1.03M | 0.0% | +8.0% | 0.004% | |
| 5/7/2024 | Hilltop National Bank | 96,168 | $4.04M | 1.4% | N/A | 0.015% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 30,119 | $1.27M | 0.0% | +2.1% | 0.005% | |
| 5/6/2024 | Kades & Cheifetz LLC | 129,752 | $5.45M | 3.5% | +1.1% | 0.020% | |
| 5/6/2024 | Advisory Services Network LLC | 145,619 | $6.12M | 0.1% | +4.6% | 0.022% | |
| 5/6/2024 | Oxbow Advisors LLC | 888,890 | $37.34M | 5.1% | +5.6% | 0.137% | |
| 5/6/2024 | Advisory Alpha LLC | 70,746 | $2.97M | 0.1% | -2.5% | 0.011% | |
| 5/6/2024 | Lesa Sroufe & Co | 5,025 | $211K | 0.2% | N/A | 0.001% | |
| 5/4/2024 | Howland Capital Management LLC | 303,080 | $12.73M | 0.6% | -4.7% | 0.047% | |
