| 5/13/2024 | Windham Capital Management LLC | 1,173 | $286K | 0.2% | N/A | 0.005% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 534 | $130K | 0.0% | -65.8% | 0.002% | |
| 5/11/2024 | Elevatus Welath Management | 874 | $213K | 0.1% | N/A | 0.004% | |
| 5/11/2024 | Cercano Management LLC | 45,394 | $11.08M | 0.3% | N/A | 0.208% | |
| 5/10/2024 | Osaic Holdings Inc. | 74,207 | $18.13M | 0.0% | -23.2% | 0.340% | |
| 5/10/2024 | TIAA Trust National Association | 2,208 | $539K | 0.0% | -5.7% | 0.010% | |
|
| 5/10/2024 | Horizon Family Wealth Inc. | 1,424 | $348K | 0.3% | N/A | 0.007% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 5,942 | $1.45M | 0.1% | -12.6% | 0.027% | |
| 5/9/2024 | Blair William & Co. IL | 18,507 | $4.52M | 0.0% | -1.2% | 0.085% | |
| 5/9/2024 | Ledyard National Bank | 22,945 | $5.60M | 0.5% | -14.7% | 0.105% | |
| 5/9/2024 | Tradewinds LLC. | 1,093 | $267K | 0.2% | N/A | 0.005% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 5,036 | $1.23M | 0.1% | -23.3% | 0.023% | |
| 5/8/2024 | Sheets Smith Wealth Management | 13,798 | $3.37M | 0.4% | N/A | 0.063% | |
| 5/8/2024 | Advisors Preferred LLC | 628 | $152K | 0.0% | +34.8% | 0.003% | |
| 5/8/2024 | Bleakley Financial Group LLC | 6,659 | $1.63M | 0.0% | +90.4% | 0.031% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 14,097 | $3.44M | 0.0% | +53.6% | 0.065% | |
| 5/8/2024 | QRG Capital Management Inc. | 1,109 | $271K | 0.0% | N/A | 0.005% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 2,056 | $502K | 0.0% | -11.6% | 0.009% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 11,211 | $2.74M | 0.1% | -15.4% | 0.051% | |
| 5/7/2024 | KCM Investment Advisors LLC | 82,184 | $20.07M | 0.7% | +0.5% | 0.377% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 6,982 | $1.71M | 0.0% | -3.5% | 0.032% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 30,786 | $7.52M | 0.0% | +126.1% | 0.141% | |
| 5/6/2024 | SYM FINANCIAL Corp | 781 | $191K | 0.0% | -5.8% | 0.004% | |
| 5/6/2024 | Gallacher Capital Management LLC | 1,148 | $280K | 0.1% | N/A | 0.005% | |
| 5/6/2024 | Manchester Capital Management LLC | 687 | $168K | 0.0% | -38.8% | 0.003% | |
| 5/6/2024 | Mittelman Wealth Management | 11,098 | $2.71M | 1.8% | N/A | 0.051% | |
| 5/6/2024 | Advisory Alpha LLC | 1,450 | $354K | 0.0% | N/A | 0.007% | |
| 5/3/2024 | MontVue Capital Management Inc. | 3,527 | $861K | 0.8% | +27.7% | 0.016% | |
| 5/3/2024 | Callan Capital LLC | 17,933 | $4.38M | 0.4% | -2.4% | 0.082% | |
| 5/3/2024 | Absolute Capital Management LLC | 17,595 | $4.30M | 2.7% | +56.3% | 0.081% | |
| 5/2/2024 | Salomon & Ludwin LLC | 20,218 | $4.94M | 0.4% | -4.9% | 0.093% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 6,974 | $1.70M | 0.6% | -2.5% | 0.032% | |
| 5/2/2024 | Financial Counselors Inc. | 1,073 | $262K | 0.0% | N/A | 0.005% | |
| 5/2/2024 | ESG Planning DBA Harper Investing | 4,207 | $1.03M | 1.2% | +350.9% | 0.019% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 977 | $239K | 0.1% | N/A | 0.004% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 23,837 | $5.82M | 0.0% | +1.0% | 0.109% | |
| 5/1/2024 | BNP Paribas Financial Markets | 198 | $48K | 0.0% | +725.0% | 0.001% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 8,979 | $2.19M | 0.1% | +2.7% | 0.041% | |
| 5/1/2024 | Mission Wealth Management LP | 2,356 | $575K | 0.0% | +8.4% | 0.011% | |
| 4/30/2024 | Private Advisor Group LLC | 21,134 | $5.16M | 0.0% | +5.6% | 0.097% | |
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| 4/30/2024 | J.W. Cole Advisors Inc. | 44,293 | $10.81M | 0.5% | +3.3% | 0.203% | |
| 4/30/2024 | Woodward Diversified Capital LLC | 5,332 | $1.30M | 0.8% | -11.3% | 0.024% | |
| 4/30/2024 | Fountainhead AM LLC | 932 | $227K | 0.1% | N/A | 0.004% | |
| 4/30/2024 | Delta Financial Group Inc. | 2,906 | $709K | 0.2% | -34.4% | 0.013% | |
| 4/30/2024 | Hazlett Burt & Watson Inc. | 985 | $240K | 0.1% | +16.2% | 0.005% | |
| 4/30/2024 | Privium Fund Management UK Ltd | 19,888 | $4.79M | 2.4% | +42.3% | 0.091% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 78,617 | $19.19M | 0.0% | -1.2% | 0.361% | |
| 4/29/2024 | Castle Wealth Management LLC | 876 | $214K | 0.1% | N/A | 0.004% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 18,692 | $4.56M | 3.2% | +22.3% | 0.086% | |
| 4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 2,810 | $686K | 0.2% | +17.1% | 0.013% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 3,319 | $810K | 0.0% | -15.3% | 0.015% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 5,496 | $1.34M | 0.1% | -14.4% | 0.025% | |
| 4/25/2024 | Q3 Asset Management | 4,034 | $982K | 0.3% | -24.0% | 0.019% | |
| 4/25/2024 | MTM Investment Management LLC | 475 | $116K | 0.0% | N/A | 0.002% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,646 | $5.04M | 0.0% | +51.7% | 0.095% | |
| 4/24/2024 | Leavell Investment Management Inc. | 2,303 | $562K | 0.0% | +4.5% | 0.011% | |
| 4/24/2024 | Trinity Legacy Partners LLC | 35,517 | $8.67M | 2.5% | +122.6% | 0.163% | |
| 4/24/2024 | Simplicity Wealth LLC | 6,659 | $1.63M | 0.0% | N/A | 0.031% | |
| 4/23/2024 | Global Retirement Partners LLC | 946 | $231K | 0.0% | +6.5% | 0.004% | |
| 4/23/2024 | Fifth Third Bancorp | 6,181 | $1.51M | 0.0% | -3.1% | 0.028% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 98,479 | $24.04M | 0.0% | -2.7% | 0.452% | |
| 4/22/2024 | Harfst & Associates Inc. | 7,233 | $1.77M | 0.8% | N/A | 0.033% | |
| 4/22/2024 | Raymond James & Associates | 92,641 | $22.62M | 0.0% | +6.8% | 0.425% | |
| 4/22/2024 | BTS Asset Management Inc. | 409 | $100K | 0.1% | N/A | 0.002% | |
| 4/19/2024 | ZRC Wealth Management LLC | 352 | $86K | 0.0% | -25.4% | 0.002% | |
| 4/19/2024 | Kovack Advisors Inc. | 965 | $236K | 0.0% | N/A | 0.004% | |
| 4/19/2024 | Dupree Financial Group LLC | 1,082 | $264K | 0.1% | -4.4% | 0.005% | |
| 4/19/2024 | IVC Wealth Advisors LLC | 903 | $220K | 0.1% | -12.2% | 0.004% | |
| 4/18/2024 | Saxon Interests Inc. | 3,584 | $875K | 0.4% | -3.4% | 0.016% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 150 | $37K | 0.0% | N/A | 0.001% | |
| 4/18/2024 | Exchange Capital Management Inc. | 24,606 | $6.01M | 1.0% | +0.8% | 0.113% | |
| 4/18/2024 | tru Independence LLC | 2,020 | $493K | 0.1% | -4.3% | 0.009% | |
| 4/17/2024 | Founders Financial Securities LLC | 2,070 | $505K | 0.1% | +11.5% | 0.009% | |
| 4/16/2024 | Independence Bank of Kentucky | 145 | $35K | 0.0% | -32.6% | 0.001% | |
| 4/16/2024 | Calton & Associates Inc. | 4,620 | $1.13M | 0.5% | -7.9% | 0.021% | |
| 4/16/2024 | Courier Capital LLC | 1,075 | $262K | 0.0% | -5.5% | 0.005% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 15,417 | $3.76M | 2.1% | +3.4% | 0.071% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 3,660 | $894K | 0.0% | +5.2% | 0.017% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 2,337 | $571K | 0.0% | +2.3% | 0.011% | |
| 4/15/2024 | Brookstone Capital Management | 1,883 | $460K | 0.0% | -49.0% | 0.009% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 1,745 | $426K | 0.1% | +12.3% | 0.008% | |
| 4/13/2024 | First Financial Corp IN | 7,541 | $1.84M | 0.9% | +8.6% | 0.037% | |
| 4/12/2024 | First PREMIER Bank | 831 | $203K | 0.1% | -10.6% | 0.004% | |
| 4/12/2024 | Game Plan Financial Advisors LLC | 2,992 | $730K | 0.4% | -1.6% | 0.015% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 2,156 | $527K | 0.2% | -4.4% | 0.011% | |
| 4/11/2024 | Royal Fund Management LLC | 6,355 | $1.56M | 0.2% | +10.8% | 0.031% | |
| 4/11/2024 | Beacon Capital Management Inc. | 713,788 | $172.79M | 7.2% | +210.7% | 3.535% | |
| 4/11/2024 | City State Bank | 2,852 | $696K | 0.3% | -1.7% | 0.014% | |
| 4/11/2024 | Optimum Investment Advisors | 147 | $36K | 0.0% | +51.5% | 0.001% | |
| 4/11/2024 | Cadent Capital Advisors LLC | 49,887 | $12.18M | 4.8% | +66.4% | 0.247% | |
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| 4/10/2024 | Compass Financial Group INC SD | 130,729 | $31.92M | 7.4% | +4.0% | 0.647% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 11,397 | $2.78M | 0.7% | -1.0% | 0.056% | |
| 4/9/2024 | Collective Family Office LLC | 4,365 | $1.07M | 0.3% | +26.9% | 0.022% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 44,940 | $10.97M | 2.0% | -10.4% | 0.223% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 33,099 | $8.08M | 0.3% | +1.5% | 0.164% | |
| 4/1/2024 | Park National Corp OH | 13,060 | $3.19M | 0.1% | -11.1% | 0.065% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 51,152 | $11.28M | 0.0% | -9.3% | 0.253% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 3,126 | $689K | 0.0% | -14.7% | 0.015% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 285 | $63K | 0.0% | N/A | 0.001% | |
| 3/5/2024 | Fisher Asset Management LLC | 7,980 | $1.76M | 0.0% | -1.5% | 0.040% | |
