| 5/24/2024 | Cetera Advisor Networks LLC | 184,393 | $21.05M | 0.1% | +5.3% | 0.143% | |
| 5/24/2024 | Cetera Advisors LLC | 146,561 | $16.73M | 0.1% | +9.9% | 0.113% | |
| 5/24/2024 | Cetera Investment Advisers | 391,146 | $44.65M | 0.1% | +442.4% | 0.302% | |
| 5/22/2024 | Koesten Hirschmann & Crabtree INC. | 1,442 | $165K | 0.1% | N/A | 0.001% | |
| 5/21/2024 | Atria Investments Inc | 10,120 | $1.16M | 0.0% | -8.3% | 0.008% | |
| 5/21/2024 | LRI Investments LLC | 2,350 | $268K | 0.0% | N/A | 0.002% | |
|
| 5/17/2024 | Citizens Financial Group Inc. RI | 2,890 | $330K | 0.0% | -3.1% | 0.002% | |
| 5/17/2024 | First Citizens Asset Management Inc. | 91,596 | $10.46M | 3.0% | -20.3% | 0.071% | |
| 5/17/2024 | Advisory Resource Group | 2,621 | $299K | 0.1% | +14.9% | 0.002% | |
| 5/17/2024 | New Covenant Trust Company N.A. | 1,000 | $114K | 0.1% | N/A | 0.001% | |
| 5/17/2024 | XML Financial LLC | 73,596 | $8.40M | 0.9% | +7.4% | 0.057% | |
| 5/17/2024 | Beacon Capital Management LLC | 577 | $66K | 0.0% | +162.3% | 0.000% | |
| 5/17/2024 | Pineridge Advisors LLC | 1,409 | $161K | 0.1% | -28.5% | 0.001% | |
| 5/17/2024 | Comerica Bank | 269,118 | $30.72M | 0.1% | -1.0% | 0.208% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 17,569 | $2.01M | 0.4% | N/A | 0.014% | |
| 5/16/2024 | FSA Wealth Management LLC | 138,126 | $15.77M | 6.9% | +1.1% | 0.107% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 159,248 | $18.18M | 0.4% | +46.0% | 0.123% | |
| 5/16/2024 | Ancora Advisors LLC | 12,738 | $1.45M | 0.0% | -2.3% | 0.010% | |
| 5/16/2024 | High Falls Advisors Inc | 1,952 | $223K | 0.1% | N/A | 0.002% | |
| 5/16/2024 | Waverly Advisors LLC | 86,120 | $9.83M | 0.2% | +0.8% | 0.067% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 15,991 | $1.83M | 0.0% | +13.5% | 0.012% | |
| 5/15/2024 | SVB Wealth LLC | 118,244 | $13.50M | 0.3% | +68.0% | 0.091% | |
| 5/15/2024 | Transcendent Capital Group LLC | 31,216 | $3.56M | 2.0% | +1,720.2% | 0.024% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 2,400 | $274K | 0.0% | -58.1% | 0.002% | |
| 5/15/2024 | Evergreen Wealth Solutions LLC | 3,755 | $429K | 0.3% | -9.2% | 0.003% | |
| 5/15/2024 | BOKF NA | 136,439 | $15.48M | 0.3% | +4.7% | 0.105% | |
| 5/15/2024 | Kestra Advisory Services LLC | 135,908 | $15.51M | 0.1% | -0.9% | 0.105% | |
| 5/15/2024 | LRI Investments LLC | 2,350 | $258K | 0.0% | N/A | 0.002% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 51,499 | $5.88M | 0.5% | -2.0% | 0.040% | |
| 5/14/2024 | Biltmore Family Office LLC | 1,096 | $125K | 0.0% | +9.6% | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 88,250 | $10.07M | 0.1% | -3.2% | 0.068% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 70,503 | $8.05M | 0.3% | +9.7% | 0.055% | |
| 5/14/2024 | CreativeOne Wealth LLC | 44,631 | $5.10M | 0.2% | +110.5% | 0.035% | |
| 5/14/2024 | Forte Capital LLC ADV | 53,730 | $6.13M | 0.8% | -0.7% | 0.042% | |
| 5/14/2024 | Fayez Sarofim & Co | 3,108 | $355K | 0.0% | -49.1% | 0.002% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 36,796 | $4.20M | 2.4% | -1.3% | 0.028% | |
| 5/14/2024 | Owen LaRue LLC | 5,126 | $585K | 0.4% | -14.3% | 0.004% | |
| 5/14/2024 | American International Group Inc. | 5,800 | $662K | 0.0% | -65.7% | 0.004% | |
| 5/14/2024 | Vaughan David Investments LLC IL | 4,449 | $508K | 0.0% | +3.3% | 0.003% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 1,840 | $210K | 0.0% | N/A | 0.001% | |
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| 5/13/2024 | Bessemer Group Inc. | 28,509 | $3.26M | 0.0% | -0.3% | 0.022% | |
| 5/13/2024 | Clearbridge Investments LLC | 2,180 | $249K | 0.0% | -8.2% | 0.002% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 16,862 | $1.93M | 0.6% | -3.7% | 0.013% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 3,253 | $371K | 0.0% | -11.1% | 0.003% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,688 | $193K | 0.0% | +43.1% | 0.001% | |
| 5/13/2024 | Rockport Wealth LLC | 12,389 | $1.41M | 0.5% | N/A | 0.010% | |
| 5/10/2024 | Osaic Holdings Inc. | 771,288 | $88.04M | 0.2% | -32.8% | 0.569% | |
| 5/10/2024 | Rodgers & Associates LTD | 438,948 | $50.10M | 6.4% | -5.7% | 0.324% | |
| 5/10/2024 | TIAA Trust National Association | 10,498,236 | $1.20B | 3.7% | -4.8% | 7.751% | |
| 5/10/2024 | Vanguard Group Inc. | 38,210 | $4.36M | 0.0% | +0.6% | 0.028% | |
| 5/10/2024 | Spirepoint Private Client LLC | 2,811 | $321K | 0.0% | N/A | 0.002% | |
| 5/10/2024 | First Foundation Advisors | 15,087 | $1.72M | 0.1% | +19.5% | 0.011% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 61,099 | $6.97M | 0.1% | -3.5% | 0.045% | |
| 5/10/2024 | Motco | 3,879 | $443K | 0.0% | +64,550.0% | 0.003% | |
| 5/10/2024 | Truepoint Inc. | 250,871 | $28.63M | 0.8% | -2.9% | 0.185% | |
| 5/10/2024 | 1ST Source Bank | 13,930 | $1.59M | 0.1% | +62.4% | 0.010% | |
| 5/9/2024 | Brighton Jones LLC | 23,754 | $2.71M | 0.1% | -1.5% | 0.018% | |
| 5/9/2024 | Private Portfolio Partners LLC | 6,068 | $693K | 0.1% | +1.6% | 0.004% | |
| 5/9/2024 | Blair William & Co. IL | 51,599 | $5.89M | 0.0% | +2.9% | 0.038% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 260,086 | $29.69M | 0.3% | -15.4% | 0.192% | |
| 5/9/2024 | Midwest Professional Planners LTD. | 23,757 | $2.71M | 1.0% | -9.4% | 0.018% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 15,110 | $1.73M | 0.0% | -0.8% | 0.011% | |
| 5/9/2024 | Condor Capital Management | 52,487 | $5.99M | 0.6% | +2.9% | 0.039% | |
| 5/9/2024 | BHK Investment Advisors LLC | 9,953 | $1.14M | 0.4% | +25.4% | 0.007% | |
| 5/8/2024 | Summit Rock Advisors LP | 497,158 | $56.75M | 18.2% | +6.4% | 0.367% | |
| 5/8/2024 | Edmond DE Rothschild Holding S.A. | 3,982 | $455K | 0.0% | +66.7% | 0.003% | |
| 5/8/2024 | Cozad Asset Management Inc. | 2,088 | $238K | 0.0% | N/A | 0.002% | |
| 5/8/2024 | MAI Capital Management | 112,178 | $12.80M | 0.1% | -1.7% | 0.083% | |
| 5/8/2024 | Paladin Advisory Group LLC | 3,241 | $368K | 0.3% | -3.7% | 0.002% | |
| 5/8/2024 | Bleakley Financial Group LLC | 25,927 | $2.96M | 0.1% | -3.1% | 0.019% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 66,903 | $7.64M | 0.1% | +25.9% | 0.049% | |
| 5/8/2024 | US Bancorp DE | 1,534,216 | $175.12M | 0.2% | +0.4% | 1.133% | |
| 5/8/2024 | AMJ Financial Wealth Management | 6,804 | $777K | 0.3% | +249.3% | 0.005% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 2,020 | $230K | 0.0% | -60.4% | 0.001% | |
| 5/7/2024 | Capital Square LLC | 6,856 | $783K | 0.6% | N/A | 0.005% | |
| 5/7/2024 | Meeder Asset Management Inc. | 11,267 | $1.29M | 0.1% | N/A | 0.008% | |
| 5/7/2024 | Pointe Capital Management LLC | 12,389 | $1.41M | 0.9% | +36.5% | 0.009% | |
| 5/7/2024 | NorthRock Partners LLC | 57,952 | $6.62M | 0.6% | -3.6% | 0.043% | |
| 5/7/2024 | Abbrea Capital LLC | 1,830 | $209K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 3,580 | $409K | 0.1% | -3.8% | 0.003% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 8,474 | $967K | 0.0% | +7.0% | 0.006% | |
| 5/7/2024 | Reynders McVeigh Capital Management LLC | 11,350 | $1.30M | 0.1% | -3.3% | 0.008% | |
| 5/7/2024 | Allegheny Financial Group LTD | 8,425 | $962K | 0.3% | -19.1% | 0.006% | |
| 5/7/2024 | Hantz Financial Services Inc. | 287,564 | $32.82M | 10.7% | -3.8% | 0.212% | |
| 5/7/2024 | CarsonAllaria Wealth Management Ltd. | 1,512 | $173K | 0.1% | +749.4% | 0.001% | |
| 5/7/2024 | Highland Capital Management LLC | 13,125 | $1.50M | 0.1% | -0.8% | 0.010% | |
| 5/7/2024 | PFG Advisors | 3,125 | $357K | 0.0% | N/A | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 73,854 | $8.43M | 0.1% | +13.9% | 0.055% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,815 | $207K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 2,325 | $265K | 0.2% | -21.5% | 0.002% | |
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| 5/7/2024 | TAGStone Capital Inc. | 39,675 | $4.53M | 2.7% | +9.4% | 0.029% | |
| 5/7/2024 | Hilltop National Bank | 25,842 | $2.95M | 1.0% | N/A | 0.019% | |
| 5/7/2024 | Wealthspire Advisors LLC | 97,753 | $11.16M | 0.1% | +1.1% | 0.072% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,510,631 | $172.42M | 0.6% | +20.4% | 1.115% | |
| 5/6/2024 | Oxbow Advisors LLC | 3,280 | $374K | 0.1% | +13.9% | 0.002% | |
| 5/6/2024 | Advisory Alpha LLC | 2,338 | $267K | 0.0% | +5.6% | 0.002% | |
| 5/6/2024 | Cohen Capital Management Inc. | 4,036 | $461K | 0.1% | -20.6% | 0.003% | |
| 5/4/2024 | Geneva Capital Management LLC | 2,225 | $254K | 0.0% | -88.4% | 0.002% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 16,859 | $1.92M | 0.1% | -10.9% | 0.012% | |
| 5/4/2024 | 9258 Wealth Management LLC | 48,970 | $5.59M | 0.9% | +2.2% | 0.036% | |
