| 5/17/2024 | Citizens Financial Group Inc. RI | 30,282 | $1.75M | 0.1% | -5.1% | 0.005% | |
| 5/17/2024 | Advisory Resource Group | 188,096 | $10.88M | 2.5% | +2.3% | 0.032% | |
| 5/17/2024 | WealthPlan Investment Management LLC | 83,213 | $4.82M | 0.7% | +25.6% | 0.014% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 254,478 | $14.72M | 1.3% | +11.7% | 0.043% | |
| 5/17/2024 | Comerica Bank | 292,493 | $16.92M | 0.1% | -45.0% | 0.050% | |
| 5/17/2024 | DCM Advisors LLC | 3,495 | $202K | 0.1% | N/A | 0.001% | |
|
| 5/17/2024 | Creekmur Asset Management LLC | 1,849 | $107K | 0.0% | -61.0% | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 454,629 | $24.35M | 0.6% | +11.6% | 0.077% | |
| 5/16/2024 | Ancora Advisors LLC | 40,112 | $2.32M | 0.1% | +16.7% | 0.007% | |
| 5/16/2024 | Waverly Advisors LLC | 61,442 | $3.56M | 0.1% | +25.1% | 0.010% | |
| 5/16/2024 | Captrust Financial Advisors | 332,744 | $19.25M | 0.1% | -16.6% | 0.057% | |
| 5/16/2024 | Econ Financial Services Corp | 19,786 | $1.15M | 0.7% | N/A | 0.003% | |
| 5/15/2024 | Wick Capital Partners LLC | 190,479 | $11.02M | 11.0% | +32.6% | 0.032% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 660 | $38K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Morse Asset Management Inc | 15,632 | $904K | 0.2% | N/A | 0.003% | |
| 5/15/2024 | CoreFirst Bank & Trust | 29,937 | $1.73M | 1.1% | +23.7% | 0.005% | |
| 5/15/2024 | BOKF NA | 216,952 | $12.43M | 0.2% | +195.9% | 0.037% | |
| 5/15/2024 | Kestra Advisory Services LLC | 827,579 | $47.88M | 0.3% | +23.2% | 0.141% | |
| 5/15/2024 | Beck Capital Management LLC | 88,577 | $5.13M | 1.5% | -1.5% | 0.015% | |
| 5/15/2024 | LRI Investments LLC | 21,062 | $1.20M | 0.2% | N/A | 0.004% | |
| 5/14/2024 | JT Stratford LLC | 8,254 | $478K | 0.1% | +9.7% | 0.001% | |
| 5/14/2024 | Enstar Group LTD | 1,628,135 | $94.20M | 25.3% | -6.6% | 0.277% | |
| 5/14/2024 | Toronto Dominion Bank | 100,000 | $5.79M | 0.0% | -71.4% | 0.017% | |
| 5/14/2024 | Cadence Bank | 63,715 | $3.69M | 0.3% | +40.9% | 0.011% | |
| 5/14/2024 | EP Wealth Advisors LLC | 21,114 | $1.22M | 0.0% | +844.7% | 0.004% | |
| 5/14/2024 | Element Pointe Advisors LLC | 375,400 | $21.72M | 5.4% | +7.5% | 0.064% | |
| 5/14/2024 | CreativeOne Wealth LLC | 289,208 | $16.73M | 0.7% | +122.8% | 0.049% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 4,414 | $255K | 0.1% | +7.5% | 0.001% | |
| 5/14/2024 | Mattern Wealth Management LLC | 6,188 | $358K | 0.1% | N/A | 0.001% | |
| 5/14/2024 | Crewe Advisors LLC | 22,932 | $1.33M | 0.2% | +22.7% | 0.004% | |
| 5/14/2024 | Leelyn Smith LLC | 17,640 | $1.02M | 0.2% | +5.2% | 0.003% | |
| 5/14/2024 | Evermay Wealth Management LLC | 110,427 | $6.39M | 1.0% | +0.6% | 0.019% | |
| 5/14/2024 | InterOcean Capital Group LLC | 228,302 | $13.21M | 0.3% | +7.3% | 0.039% | |
| 5/14/2024 | Tiemann Investment Advisors LLC | 3,725 | $216K | 0.1% | +5.7% | 0.001% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,800 | $104K | 0.0% | +3,500.0% | 0.000% | |
| 5/13/2024 | Rockport Wealth LLC | 45,205 | $2.59M | 0.9% | N/A | 0.008% | |
| 5/13/2024 | Secured Retirement Advisors LLC | 15,028 | $870K | 0.7% | +6.9% | 0.003% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 56,599 | $3.28M | 0.3% | -79.8% | 0.010% | |
| 5/11/2024 | Retirement Financial Solutions LLC | 126,901 | $7.34M | 3.8% | +1.3% | 0.022% | |
| 5/11/2024 | Patten & Patten Inc. TN | 401,463 | $23.23M | 1.7% | +7.2% | 0.068% | |
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| 5/10/2024 | Osaic Holdings Inc. | 6,303,087 | $364.69M | 0.8% | -2.8% | 1.074% | |
| 5/10/2024 | JPMorgan Chase & Co. | 22,032,620 | $1.27B | 0.1% | +3.8% | 3.755% | |
| 5/10/2024 | First Foundation Advisors | 1,203,095 | $69.61M | 2.8% | +91.9% | 0.205% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 152,229 | $8.81M | 3.3% | -2.4% | 0.026% | |
| 5/10/2024 | J. L. Bainbridge & Co. Inc. | 4,076 | $236K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 201,272 | $11.65M | 0.1% | -5.1% | 0.034% | |
| 5/9/2024 | Blair William & Co. IL | 116,203 | $6.72M | 0.0% | +20.5% | 0.020% | |
| 5/9/2024 | Coho Partners Ltd. | 12,930 | $748K | 0.0% | +9.1% | 0.002% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 27,467 | $1.59M | 0.1% | -2.1% | 0.005% | |
| 5/9/2024 | Midwest Professional Planners LTD. | 24,955 | $1.44M | 0.5% | +24.8% | 0.004% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 170,333 | $9.86M | 0.2% | -1.1% | 0.029% | |
| 5/9/2024 | Zega Financial LLC | 17,099 | $989K | 0.3% | -30.9% | 0.003% | |
| 5/9/2024 | Delta Investment Management LLC | 363,045 | $21.01M | 4.8% | -2.3% | 0.062% | |
| 5/9/2024 | Planning Directions Inc. | 24,431 | $1.41M | 1.0% | +196.0% | 0.004% | |
| 5/9/2024 | TBH Global Asset Management LLC | 76,890 | $4.45M | 0.9% | -19.6% | 0.013% | |
| 5/9/2024 | D Orazio & Associates Inc. | 65,358 | $3.78M | 0.6% | -12.8% | 0.011% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 4,463 | $258K | 0.1% | N/A | 0.001% | |
| 5/9/2024 | Souders Financial Advisors | 14,222 | $823K | 0.1% | +8.6% | 0.002% | |
| 5/9/2024 | Interchange Capital Partners LLC | 56,494 | $3.24M | 2.2% | +2.7% | 0.010% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 4,249 | $246K | 0.2% | +31.3% | 0.001% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 6,390 | $370K | 0.3% | -5.8% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 149,007 | $8.62M | 0.9% | -28.9% | 0.025% | |
| 5/8/2024 | Cozad Asset Management Inc. | 12,784 | $740K | 0.1% | +10.5% | 0.002% | |
| 5/8/2024 | West Wealth Group LLC | 7,290 | $422K | 0.2% | N/A | 0.001% | |
| 5/8/2024 | Paladin Advisory Group LLC | 66,682 | $3.82M | 3.0% | +2.4% | 0.011% | |
| 5/8/2024 | Bleakley Financial Group LLC | 69,601 | $4.03M | 0.1% | -8.8% | 0.012% | |
| 5/8/2024 | Focused Wealth Management Inc | 68,898 | $3.99M | 0.6% | +1.0% | 0.012% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 779,442 | $45.10M | 0.4% | +14.2% | 0.133% | |
| 5/8/2024 | US Bancorp DE | 13,457 | $779K | 0.0% | +6.2% | 0.002% | |
| 5/8/2024 | Tranquility Partners LLC | 16,781 | $971K | 0.4% | -3.3% | 0.003% | |
| 5/8/2024 | Semus Wealth Partners LLC | 50,017 | $2.89M | 2.4% | -20.2% | 0.009% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 319,542 | $18.49M | 1.8% | +3.7% | 0.054% | |
| 5/7/2024 | Verus Capital Partners LLC | 52,553 | $3.04M | 0.3% | +2.4% | 0.009% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 56,658 | $3.28M | 0.3% | +8.6% | 0.010% | |
| 5/7/2024 | Meeder Asset Management Inc. | 10,884 | $630K | 0.0% | +10.1% | 0.002% | |
| 5/7/2024 | Pointe Capital Management LLC | 20,565 | $1.19M | 0.7% | +9.2% | 0.004% | |
| 5/7/2024 | Choate Investment Advisors | 3,575 | $207K | 0.0% | N/A | 0.001% | |
| 5/7/2024 | Sfmg LLC | 207,580 | $12.01M | 1.0% | +7.5% | 0.035% | |
| 5/7/2024 | American Planning Services Inc. | 196,709 | $11.38M | 8.2% | -3.2% | 0.034% | |
| 5/7/2024 | WNY Asset Management LLC | 246,442 | $14.26M | 2.2% | +9.8% | 0.042% | |
| 5/7/2024 | Redmond Asset Management LLC | 44,713 | $2.59M | 0.8% | +7.3% | 0.008% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 48,490 | $2.81M | 0.1% | +9.8% | 0.008% | |
| 5/7/2024 | Atomi Financial Group Inc. | 28,389 | $1.64M | 0.2% | -12.2% | 0.005% | |
| 5/7/2024 | Montag A & Associates Inc. | 8,889 | $514K | 0.0% | +4.4% | 0.002% | |
| 5/7/2024 | WealthPLAN Partners LLC | 104,241 | $6.03M | 0.6% | +1.3% | 0.018% | |
| 5/7/2024 | 49 Wealth Management LLC | 471,577 | $27.01M | 5.8% | -0.7% | 0.080% | |
| 5/7/2024 | Smithfield Trust Co | 1,900 | $110K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Bernardo Wealth Planning LLC | 273,712 | $15.84M | 4.4% | +0.8% | 0.047% | |
| 5/7/2024 | Nvwm LLC | 14,548 | $842K | 0.2% | +1.7% | 0.002% | |
| 5/7/2024 | Nelson Capital Management LLC | 33,781 | $1.96M | 0.4% | +2.3% | 0.006% | |
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| 5/7/2024 | Oppenheimer & Co. Inc. | 124,042 | $7.18M | 0.1% | +17.1% | 0.021% | |
| 5/7/2024 | PFG Advisors | 233,868 | $13.53M | 1.0% | +9.6% | 0.040% | |
| 5/7/2024 | Howard Wealth Management LLC | 11,171 | $646K | 0.5% | +23.5% | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 121,911 | $7.05M | 0.0% | -15.1% | 0.021% | |
| 5/6/2024 | CFO4Life Group LLC | 568,517 | $32.89M | 6.0% | +6.7% | 0.097% | |
| 5/6/2024 | HBC Financial Services PLLC | 3,180 | $176K | 0.1% | -5.6% | 0.001% | |
| 5/6/2024 | SYM FINANCIAL Corp | 1,356 | $78K | 0.0% | -74.3% | 0.000% | |
| 5/6/2024 | Gill Capital Partners LLC | 41,075 | $2.30M | 0.9% | +0.9% | 0.007% | |
| 5/6/2024 | Gallacher Capital Management LLC | 20,055 | $1.16M | 0.6% | +4.8% | 0.003% | |
| 5/6/2024 | VitalStone Financial LLC | 5,698 | $330K | 0.3% | +92.2% | 0.001% | |
