| 5/15/2024 | Fairview Capital Investment Management LLC | 51,240 | $5.91M | 0.3% | -15.5% | 0.011% | |
| 5/15/2024 | LRI Investments LLC | 1,250 | $143K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 5,654 | $652K | 0.1% | -1.7% | 0.001% | |
| 5/14/2024 | InterOcean Capital Group LLC | 14,481 | $1.67M | 0.0% | -2.6% | 0.003% | |
| 5/13/2024 | Bessemer Group Inc. | 28,149 | $3.25M | 0.0% | -3.2% | 0.006% | |
| 5/11/2024 | Lcnb Corp | 33,500 | $3.86M | 1.4% | -4.0% | 0.007% | |
|
| 5/11/2024 | Davis R M Inc. | 5,300 | $611K | 0.0% | -2.8% | 0.001% | |
| 5/11/2024 | NYL Investors LLC | 33,994 | $3.92M | 0.1% | -8.1% | 0.007% | |
| 5/10/2024 | Allstate Corp | 244,894 | $28.24M | 2.0% | +57.9% | 0.052% | |
| 5/10/2024 | TIAA Trust National Association | 21,608 | $2.49M | 0.0% | +1.2% | 0.005% | |
| 5/10/2024 | 1ST Source Bank | 2,034 | $235K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | RFP Financial Group LLC | 21,971 | $2.53M | 1.0% | +6.1% | 0.005% | |
| 5/8/2024 | Cozad Asset Management Inc. | 1,835 | $212K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Heritage Wealth Advisors | 535,203 | $61.71M | 2.2% | -0.1% | 0.114% | |
| 5/7/2024 | Regency Capital Management Inc. DE | 10,996 | $1.27M | 0.8% | -16.7% | 0.002% | |
| 5/4/2024 | Vista Capital Partners Inc. | 4,520 | $521K | 0.1% | -2.6% | 0.001% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 5,201 | $600K | 0.0% | -16.5% | 0.001% | |
| 5/2/2024 | Salomon & Ludwin LLC | 5,598 | $645K | 0.1% | -10.1% | 0.001% | |
| 5/2/2024 | Haverford Trust Co | 2,660 | $307K | 0.0% | -9.5% | 0.001% | |
| 5/2/2024 | Vantage Financial Partners LLC | 418,723 | $48.28M | 13.0% | +1.1% | 0.089% | |
| 5/2/2024 | Hollencrest Capital Management | 65,266 | $7.53M | 0.3% | -3.0% | 0.014% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 106,091 | $12.23M | 0.0% | -2.4% | 0.023% | |
| 5/1/2024 | Avior Wealth Management LLC | 27,179 | $3.13M | 0.1% | +317.0% | 0.006% | |
| 4/30/2024 | West Bancorporation Inc. | 4,619 | $533K | 0.4% | +2.9% | 0.001% | |
| 4/30/2024 | MN Wealth Advisors LLC | 8,755 | $1.01M | 0.6% | -26.6% | 0.002% | |
| 4/30/2024 | JMG Financial Group Ltd. | 2,376 | $274K | 0.0% | -13.5% | 0.001% | |
| 4/30/2024 | Arkadios Wealth Advisors | 1,843 | $212K | 0.0% | N/A | 0.000% | |
| 4/29/2024 | Greenleaf Trust | 118,308 | $13.64M | 0.1% | +0.1% | 0.025% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 138,252 | $15.94M | 1.7% | +0.7% | 0.029% | |
| 4/29/2024 | First National Bank & Trust Co. of Newtown | 20,745 | $2.39M | 0.5% | +0.9% | 0.004% | |
| 4/26/2024 | Planned Solutions Inc. | 145,968 | $16.83M | 8.3% | -1.3% | 0.031% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 360 | $42K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Pioneer Trust Bank N A OR | 14,220 | $1.64M | 0.5% | -11.1% | 0.003% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 957,947 | $110.45M | 22.0% | -1.2% | 0.204% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 16,911 | $1.88M | 0.1% | -13.8% | 0.004% | |
| 4/25/2024 | Summit Financial LLC | 60,596 | $6.99M | 0.4% | +0.2% | 0.013% | |
| 4/24/2024 | Private Trust Co. NA | 30,319 | $3.50M | 0.4% | +0.5% | 0.006% | |
| 4/24/2024 | Zhang Financial LLC | 689,437 | $79.49M | 5.9% | -0.7% | 0.147% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 5,122 | $591K | 0.1% | -25.7% | 0.001% | |
| 4/24/2024 | Essex Financial Services Inc. | 75,498 | $8.71M | 0.8% | +49.5% | 0.016% | |
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| 4/23/2024 | Wetzel Investment Advisors Inc. | 5,468 | $600K | 0.3% | +5.1% | 0.001% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 46,521 | $5.36M | 0.5% | +4.6% | 0.010% | |
| 4/23/2024 | Sugarloaf Wealth Management LLC | 11,226 | $1.29M | 0.2% | -2.0% | 0.002% | |
| 4/23/2024 | Cigna Investments Inc. New | 273,332 | $31.52M | 5.9% | -6.0% | 0.058% | |
| 4/23/2024 | Strategic Blueprint LLC | 6,610 | $762K | 0.1% | +11.1% | 0.001% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 2,335 | $269K | 0.0% | N/A | 0.000% | |
| 4/22/2024 | Oakworth Capital Inc. | 7,748 | $893K | 0.1% | +103.8% | 0.002% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 32,541 | $3.75M | 0.2% | +2.0% | 0.007% | |
| 4/19/2024 | Westside Investment Management Inc. | 12,517 | $1.44M | 0.3% | +1.0% | 0.003% | |
| 4/19/2024 | True Link Financial Advisors LLC | 850,891 | $98.11M | 9.4% | +1.2% | 0.181% | |
| 4/19/2024 | Valeo Financial Advisors LLC | 16,754 | $1.93M | 0.0% | -14.6% | 0.004% | |
| 4/18/2024 | Fifth Third Securities Inc. | 72,667 | $8.38M | 0.8% | -2.4% | 0.015% | |
| 4/17/2024 | Fiduciary Alliance LLC | 19,778 | $2.28M | 0.4% | +1.3% | 0.004% | |
| 4/17/2024 | Gibson Capital LLC | 6,263 | $722K | 0.2% | -1.9% | 0.001% | |
| 4/17/2024 | Private Ocean LLC | 765 | $88K | 0.0% | -53.4% | 0.000% | |
| 4/17/2024 | Vicus Capital | 8,113 | $935K | 0.1% | -1.8% | 0.002% | |
| 4/16/2024 | Independence Bank of Kentucky | 1,286 | $148K | 0.0% | -7.9% | 0.000% | |
| 4/16/2024 | Financial Management Professionals Inc. | 59,139 | $6.82M | 1.0% | -10.5% | 0.013% | |
| 4/16/2024 | Tsfg LLC | 45,814 | $5.28M | 1.3% | -21.0% | 0.010% | |
| 4/16/2024 | Atlantic Union Bankshares Corp | 1,800 | $208K | 0.0% | N/A | 0.000% | |
| 4/15/2024 | Sunbelt Securities Inc. | 31,271 | $3.61M | 0.4% | -6.5% | 0.007% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 2,526 | $291K | 0.0% | -21.2% | 0.001% | |
| 4/13/2024 | Gleason Group Inc. | 148,033 | $17.07M | 3.6% | -0.4% | 0.032% | |
| 4/13/2024 | Parkside Investments LLC | 14,519 | $1.67M | 0.3% | -4.4% | 0.003% | |
| 4/12/2024 | Capital Planning LLC | 47,725 | $5.50M | 1.8% | +10.2% | 0.010% | |
| 4/12/2024 | AdvisorNet Financial Inc | 21,170 | $2.44M | 0.2% | -59.4% | 0.005% | |
| 4/11/2024 | Roble Belko & Company Inc | 62,104 | $7.16M | 1.2% | +0.5% | 0.014% | |
| 4/11/2024 | Forbes J M & Co. LLP | 58,176 | $6.71M | 0.7% | +0.6% | 0.013% | |
| 4/9/2024 | Montecito Bank & Trust | 30,839 | $3.56M | 0.7% | +4.9% | 0.007% | |
| 4/9/2024 | Lynch & Associates IN | 57,305 | $6.61M | 1.5% | +1.1% | 0.013% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 1,537 | $177K | 0.0% | +61.8% | 0.000% | |
| 4/9/2024 | Ferguson Wellman Capital Management Inc. | 44,276 | $5.11M | 0.1% | +0.6% | 0.010% | |
| 4/8/2024 | Evensky & Katz LLC | 1,202,131 | $138.61M | 9.8% | +4.8% | 0.263% | |
| 4/5/2024 | First Hawaiian Bank | 104,394 | $12.04M | 0.4% | -6.0% | 0.023% | |
| 4/5/2024 | GAMMA Investing LLC | 1,400 | $161K | 0.0% | +1,300.0% | 0.000% | |
| 4/5/2024 | NBC Securities Inc. | 2,614 | $311K | 0.0% | -5.3% | 0.001% | |
| 4/5/2024 | VERITY Wealth Advisors | 4,861 | $560K | 0.4% | +24.4% | 0.001% | |
| 4/4/2024 | Cullen Investment Group LTD. | 4,360 | $498K | 0.1% | +12.7% | 0.001% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 3,003 | $346K | 0.0% | -4.0% | 0.001% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 461 | $48K | 0.0% | N/A | 0.000% | |
| 3/5/2024 | Fisher Asset Management LLC | 3,568 | $376K | 0.0% | N/A | 0.001% | |
| 2/21/2024 | American Trust | 2,686 | $283K | 0.0% | -67.8% | 0.001% | |
| 2/20/2024 | Able Wealth Management LLC | 21,865 | $2.30M | 2.1% | N/A | 0.005% | |
| 2/14/2024 | Gibson Capital LLC | 6,382 | $672K | 0.2% | -2.4% | 0.001% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 13,788 | $1.45M | 0.2% | N/A | 0.003% | |
| 2/14/2024 | Connectus Wealth LLC | 35,339 | $3.72M | 0.1% | -5.4% | 0.008% | |
| 2/14/2024 | Sentinel Trust Co. LBA | 1,929,418 | $203.03M | 26.7% | -4.0% | 0.422% | |
| 2/14/2024 | Vantage Financial Partners Ltd. Inc. | 116,877 | $12.30M | 3.7% | N/A | 0.026% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 324 | $34K | 0.0% | N/A | 0.000% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 60,625 | $6.38M | 0.4% | +2.2% | 0.013% | |
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| 2/13/2024 | Jones Financial Companies Lllp | 73,020 | $7.68M | 0.0% | +1.8% | 0.016% | |
| 2/13/2024 | Rock Creek Group LP | 1,534,992 | $159.25M | 17.2% | +1.7% | 0.335% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 485,460 | $51.09M | 1.1% | +48.9% | 0.106% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 3,700 | $389K | 0.0% | -14.1% | 0.001% | |
| 2/12/2024 | NYL Investors LLC | 36,994 | $3.89M | 0.2% | +42.9% | 0.008% | |
| 2/12/2024 | Parallel Advisors LLC | 3,432,578 | $361.21M | 10.7% | +0.7% | 0.750% | |
| 2/12/2024 | Heritage Wealth Advisors | 535,684 | $56.37M | 2.8% | -2.2% | 0.117% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 44,470 | $4.68M | 0.4% | +5.0% | 0.010% | |
| 2/9/2024 | HCR Wealth Advisors | 6,747 | $710K | 0.1% | +5.1% | 0.001% | |
| 2/9/2024 | Allstate Corp | 155,106 | $16.32M | 1.1% | -8.3% | 0.034% | |
