| 5/17/2024 | Comerica Bank | 182,211 | $19.08M | 0.1% | -5.1% | 0.219% | |
| 5/16/2024 | Captrust Financial Advisors | 1,055,949 | $110.59M | 0.4% | +14.1% | 1.268% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 43,350 | $4.54M | 0.3% | +224.7% | 0.052% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 16,065 | $1.68M | 0.0% | -45.2% | 0.019% | |
| 5/15/2024 | Lazard Asset Management LLC | 27,593 | $2.89M | 0.0% | +8.1% | 0.033% | |
| 5/14/2024 | InterOcean Capital Group LLC | 5,748 | $602K | 0.0% | +16.2% | 0.007% | |
|
| 5/13/2024 | Bessemer Group Inc. | 2,750 | $287K | 0.0% | -61.0% | 0.003% | |
| 5/13/2024 | Windham Capital Management LLC | 84,825 | $8.88M | 7.0% | -68.0% | 0.102% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 4,783 | $501K | 0.0% | -3.8% | 0.006% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 33,588 | $3.52M | 0.2% | -15.8% | 0.040% | |
| 5/10/2024 | TIAA Trust National Association | 1,015,973 | $106.40M | 0.3% | -6.5% | 1.220% | |
| 5/10/2024 | Alera Investment Advisors LLC | 98,561 | $10.32M | 1.4% | -5.6% | 0.118% | |
| 5/10/2024 | ARK & TLK Investments LLC | 15,853 | $1.66M | 0.5% | +3.3% | 0.019% | |
| 5/9/2024 | Renasant Bank | 4,803 | $503K | 0.4% | +41.1% | 0.006% | |
| 5/9/2024 | Portland Global Advisors LLC | 8,377 | $877K | 0.1% | -64.9% | 0.010% | |
| 5/6/2024 | Mittelman Wealth Management | 34,902 | $3.66M | 2.5% | N/A | 0.042% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 1,542 | $161K | 0.0% | -34.6% | 0.002% | |
| 5/2/2024 | Salomon & Ludwin LLC | 503,947 | $52.80M | 4.5% | +13.0% | 0.605% | |
| 5/2/2024 | RiverFront Investment Group LLC | 6,967 | $730K | 0.0% | +128.4% | 0.008% | |
| 5/2/2024 | Graypoint LLC | 3,643 | $382K | 0.0% | +4.3% | 0.004% | |
| 5/2/2024 | Haverford Trust Co | 4,573 | $479K | 0.0% | -67.2% | 0.005% | |
| 5/2/2024 | Quent Capital LLC | 75,291 | $7.89M | 0.9% | +1.4% | 0.090% | |
| 5/2/2024 | Horan Securities Inc. | 1,963 | $206K | 0.1% | -60.6% | 0.002% | |
| 5/2/2024 | Vantage Financial Partners LLC | 3,620 | $379K | 0.1% | -2.7% | 0.004% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 5,000 | $524K | 0.1% | -33.3% | 0.006% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 6,825 | $715K | 0.0% | -40.5% | 0.008% | |
| 4/30/2024 | Naples Money Management LLC | 1,030 | $108K | 0.1% | N/A | 0.001% | |
| 4/30/2024 | Bull Street Advisors LLC | 14,245 | $1.49M | 0.7% | -18.8% | 0.017% | |
| 4/29/2024 | Meritage Portfolio Management | 45,260 | $4.74M | 0.3% | -6.9% | 0.054% | |
| 4/29/2024 | Cornerstone Investment Partners LLC | 4,273 | $448K | 0.0% | +27.6% | 0.005% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 6,265 | $656K | 0.1% | -19.3% | 0.008% | |
| 4/26/2024 | Opus Capital Group LLC | 72,817 | $7.63M | 1.1% | -5.9% | 0.088% | |
| 4/25/2024 | Bank of New York Mellon Corp | 7,288,245 | $763.30M | 0.1% | -13.3% | 8.792% | |
| 4/25/2024 | Summit Financial LLC | 7,779 | $815K | 0.0% | -17.0% | 0.009% | |
| 4/24/2024 | Zhang Financial LLC | 55,866 | $5.85M | 0.4% | +1.9% | 0.067% | |
| 4/24/2024 | Archford Capital Strategies LLC | 7,231 | $757K | 0.1% | -9.1% | 0.009% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 92,936 | $9.73M | 4.0% | +11.3% | 0.112% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 4,143 | $434K | 0.0% | +56.6% | 0.005% | |
| 4/23/2024 | Strategic Blueprint LLC | 7,397 | $775K | 0.1% | -10.4% | 0.009% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 10,690 | $1.12M | 0.1% | +131.6% | 0.013% | |
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| 4/19/2024 | Red Tortoise LLC | 4,162 | $436K | 0.2% | +3.2% | 0.005% | |
| 4/19/2024 | True Link Financial Advisors LLC | 12,100 | $1.27M | 0.1% | N/A | 0.015% | |
| 4/18/2024 | Exchange Capital Management Inc. | 31,047 | $3.25M | 0.5% | +0.8% | 0.037% | |
| 4/18/2024 | Park Place Capital Corp | 6,783 | $710K | 0.3% | +19.6% | 0.008% | |
| 4/18/2024 | Fifth Third Securities Inc. | 22,178 | $2.32M | 0.2% | -49.7% | 0.027% | |
| 4/18/2024 | Waterway Wealth Management LLC | 3,700 | $387K | 0.2% | -98.3% | 0.004% | |
| 4/17/2024 | Private Ocean LLC | 36,971 | $3.87M | 0.4% | -3.9% | 0.045% | |
| 4/16/2024 | Tsfg LLC | 3,972 | $416K | 0.1% | -4.8% | 0.005% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 150,268 | $15.74M | 2.8% | +4.4% | 0.181% | |
| 4/15/2024 | DGS Capital Management LLC | 272,786 | $28.57M | 8.1% | +10.9% | 0.329% | |
| 4/15/2024 | GoalVest Advisory LLC | 2,379 | $249K | 0.1% | +247.8% | 0.003% | |
| 4/13/2024 | Parkside Investments LLC | 42,500 | $4.45M | 0.7% | -4.5% | 0.046% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 6,224 | $652K | 0.0% | -38.6% | 0.007% | |
| 4/8/2024 | Evensky & Katz LLC | 28,696 | $3.01M | 0.2% | -4.7% | 0.031% | |
| 4/5/2024 | GAMMA Investing LLC | 43,393 | $4.55M | 0.9% | +7.1% | 0.047% | |
| 4/5/2024 | VERITY Wealth Advisors | 10,328 | $1.08M | 0.8% | +33.1% | 0.011% | |
| 4/3/2024 | Prairieview Wealth Partners LLC | 27,337 | $2.86M | 2.6% | +2.0% | 0.030% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 89,424 | $9.37M | 1.2% | -28.7% | 0.097% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 575 | $60K | 0.0% | +618.8% | 0.001% | |
| 4/2/2024 | Symmetry Partners LLC | 73,686 | $7.72M | 0.6% | -26.2% | 0.080% | |
| 3/1/2024 | Transcendent Capital Group LLC | 530 | $56K | 0.0% | N/A | 0.001% | |
| 3/1/2024 | ARK & TLK Investments LLC | 15,341 | $1.62M | 0.5% | N/A | 0.017% | |
| 2/23/2024 | Arkansas Financial Group Inc. | 143,897 | $15.17M | 2.8% | +4.7% | 0.156% | |
| 2/20/2024 | Able Wealth Management LLC | 3,652 | $385K | 0.3% | N/A | 0.004% | |
| 2/16/2024 | Studio Investment Management LLC | 46,213 | $4.87M | 1.2% | -5.2% | 0.050% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 5,246 | $553K | 0.1% | N/A | 0.006% | |
| 2/14/2024 | Connectus Wealth LLC | 37,774 | $3.98M | 0.1% | -17.1% | 0.041% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 13,350 | $1.41M | 0.1% | +8.1% | 0.014% | |
| 2/13/2024 | Hirtle Callaghan & Co LLC | 39,892 | $4.21M | 0.2% | -1.3% | 0.043% | |
| 2/13/2024 | CIBC Private Wealth Group LLC | 13,346 | $1.41M | 0.0% | +289.4% | 0.014% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 479,782 | $50.58M | 1.1% | -13.9% | 0.520% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 4,805 | $507K | 0.0% | +241.0% | 0.005% | |
| 2/12/2024 | Parallel Advisors LLC | 12,477 | $1.32M | 0.0% | -2.4% | 0.014% | |
| 2/9/2024 | Nations Financial Group Inc. IA ADV | 2,645 | $279K | 0.0% | +27.6% | 0.003% | |
| 2/9/2024 | Citizens & Northern Corp | 9,296 | $980K | 0.4% | N/A | 0.010% | |
| 2/9/2024 | Cassady Schiller Wealth Management LLC | 450 | $47K | 0.0% | +38.9% | 0.000% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 16,102 | $1.70M | 0.2% | -5.2% | 0.017% | |
| 2/9/2024 | MainStreet Investment Advisors LLC | 10,284 | $1.08M | 0.1% | -40.3% | 0.011% | |
| 2/8/2024 | Greenup Street Wealth Management LLC | 21,557 | $2.27M | 0.6% | +20.8% | 0.023% | |
| 2/8/2024 | American National Bank | 1,635 | $172K | 0.0% | N/A | 0.002% | |
| 2/8/2024 | Haverford Trust Co | 13,949 | $1.47M | 0.0% | +2.9% | 0.015% | |
| 2/8/2024 | FCA Corp TX | 5,317 | $561K | 0.2% | -1.8% | 0.006% | |
| 2/8/2024 | Exchange Capital Management Inc. | 30,812 | $3.25M | 0.6% | -0.8% | 0.033% | |
| 2/8/2024 | Prairieview Wealth Partners LLC | 26,789 | $2.82M | 2.8% | N/A | 0.029% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 11,463 | $1.21M | 0.0% | +122.2% | 0.012% | |
| 2/7/2024 | One Capital Management LLC | 246,555 | $25.99M | 1.0% | -18.0% | 0.267% | |
| 2/7/2024 | Horan Securities Inc. | 4,981 | $525K | 0.3% | -44.1% | 0.005% | |
| 2/7/2024 | NBC Securities Inc. | 1,525 | $160K | 0.0% | -20.4% | 0.002% | |
| 2/7/2024 | Valley Wealth Managers Inc. | 2,359 | $249K | 0.0% | -12.0% | 0.003% | |
| 2/7/2024 | BNP Paribas Financial Markets | 67,660 | $7.13M | 0.0% | N/A | 0.073% | |
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| 2/7/2024 | Ethos Financial Group LLC | 2,778 | $293K | 0.1% | N/A | 0.003% | |
| 2/6/2024 | Cullen Frost Bankers Inc. | 17,835 | $1.88M | 0.0% | +504.0% | 0.019% | |
| 2/6/2024 | FourThought Financial Partners LLC | 7,324 | $772K | 0.1% | -61.0% | 0.008% | |
| 2/6/2024 | 9258 Wealth Management LLC | 2,309 | $243K | 0.0% | -17.3% | 0.003% | |
| 2/6/2024 | First Horizon Advisors Inc. | 3,315 | $350K | 0.0% | -82.4% | 0.004% | |
| 2/6/2024 | Rogco LP | 20,360 | $2.15M | 0.9% | -2.4% | 0.022% | |
| 2/5/2024 | Vantage Financial Partners LLC | 3,721 | $392K | 0.1% | N/A | 0.004% | |
| 2/5/2024 | RiverFront Investment Group LLC | 3,050 | $322K | 0.0% | -28.9% | 0.003% | |
| 2/2/2024 | Meritage Portfolio Management | 48,637 | $5.13M | 0.3% | -17.0% | 0.053% | |
| 2/2/2024 | Compass Financial Group Inc. | 6,483 | $684K | 0.4% | -69.6% | 0.007% | |
