| 6/1/2023 | ORG Partners LLC | 58,351 | $1.47M | 0.4% | N/A | 0.094% | |
| 5/31/2023 | Coastline Trust Co | 26,402 | $0.67M | 0.1% | N/A | 0.042% | |
| 5/26/2023 | Alterna Wealth Management Inc. | 8,430 | $0.21M | 0.3% | -35.3% | 0.014% | |
| 5/22/2023 | Arete Wealth Advisors LLC | 14,423 | $0.36M | 0.0% | N/A | 0.023% | |
| 5/22/2023 | Ameriprise Financial Inc. | 212,617 | $5.38M | 0.0% | -49.7% | 0.341% | |
| 5/17/2023 | B. Riley Wealth Advisors Inc. | 49,787 | $1.26M | 0.0% | +2.2% | 0.080% | |
|
| 5/17/2023 | Advisory Services Network LLC | 26,174 | $0.66M | 0.0% | +2.5% | 0.042% | |
| 5/17/2023 | Rockefeller Capital Management L.P. | 10,577 | $0.27M | 0.0% | -9.6% | 0.017% | |
| 5/17/2023 | Thrivent Financial for Lutherans | 21,177 | $0.53M | 0.0% | -16.4% | 0.034% | |
| 5/17/2023 | Sunbelt Securities Inc. | 22,538 | $0.56M | 0.1% | +62.6% | 0.036% | |
| 5/16/2023 | Mercer Global Advisors Inc. ADV | 196,643 | $4.97M | 0.0% | -8.3% | 0.316% | |
| 5/16/2023 | Ancora Advisors LLC | 23,495 | $0.59M | 0.0% | +16.7% | 0.038% | |
| 5/16/2023 | Sentinus LLC | 20,957 | $0.53M | 0.2% | -13.2% | 0.034% | |
| 5/16/2023 | Jane Street Group LLC | 216,191 | $5.46M | 0.0% | -83.7% | 0.347% | |
| 5/16/2023 | Snowden Capital Advisors LLC | 24,203 | $0.61M | 0.0% | -9.7% | 0.039% | |
| 5/16/2023 | Steward Partners Investment Advisory LLC | 17,408 | $0.44M | 0.0% | -5.3% | 0.028% | |
| 5/16/2023 | Strategic Investment Solutions Inc. IL | 18,520 | $0.47M | 0.1% | -77.0% | 0.030% | |
| 5/16/2023 | First Citizens Asset Management Inc. | 28,047 | $0.71M | 0.3% | +17.5% | 0.045% | |
| 5/16/2023 | First Horizon Advisors Inc. | 6,770 | $0.17M | 0.0% | +7.9% | 0.011% | |
| 5/16/2023 | Howe & Rusling Inc. | 1,282 | $32K | 0.0% | +151.4% | 0.002% | |
| 5/16/2023 | Asset Allocation Strategies LLC | 52,892 | $1.34M | 3.9% | -69.0% | 0.085% | |
| 5/16/2023 | Belpointe Asset Management LLC | 5,642 | $0.14M | 0.0% | -27.5% | 0.009% | |
| 5/15/2023 | Hoxton Planning & Management LLC | 18,501 | $0.47M | 0.3% | -31.5% | 0.030% | |
| 5/15/2023 | Yoder Wealth Management Inc. | 25,126 | $0.64M | 0.5% | N/A | 0.040% | |
| 5/15/2023 | IHT Wealth Management LLC | 13,963 | $0.35M | 0.0% | -23.9% | 0.022% | |
| 5/15/2023 | Pensionmark Financial Group LLC | 27,151 | $0.69M | 0.1% | -61.2% | 0.044% | |
| 5/15/2023 | Cetera Investment Advisers | 477,542 | $12.07M | 0.1% | +1.4% | 0.767% | |
| 5/15/2023 | Financial Gravity Asset Management Inc. | 626 | $0.18M | 0.0% | +2,404.0% | 0.001% | |
| 5/15/2023 | Trek Financial LLC | 35,284 | $0.89M | 0.1% | +9.7% | 0.057% | |
| 5/15/2023 | Viawealth LLC | 9,118 | $0.23M | 0.2% | N/A | 0.015% | |
| 5/12/2023 | State of Tennessee Treasury Department | 494,012 | $12.48M | 0.1% | N/A | 0.793% | |
| 5/12/2023 | Stifel Financial Corp | 218,833 | $5.53M | 0.0% | -19.1% | 0.351% | |
| 5/12/2023 | GeoWealth Management LLC | 21,458 | $0.54M | 0.1% | N/A | 0.034% | |
| 5/12/2023 | Nwam LLC | 29,387 | $0.74M | 0.1% | +9.4% | 0.047% | |
| 5/12/2023 | BlackRock Inc. | 1,402,001 | $35.43M | 0.0% | -27.9% | 2.250% | |
| 5/12/2023 | MML Investors Services LLC | 552,200 | $13.95M | 0.1% | -6.0% | 0.886% | |
| 5/12/2023 | AlphaCentric Advisors LLC | 6,329 | $0.16M | 0.1% | N/A | 0.010% | |
| 5/12/2023 | Bank of America Corp DE | 2,301,475 | $58.16M | 0.0% | +38.1% | 3.694% | |
| 5/12/2023 | Prudential Financial Inc. | 67,200 | $1.70M | 0.0% | +16.9% | 0.108% | |
| 5/12/2023 | ESL Trust Services LLC | 1,001,988 | $25.32M | 8.2% | +0.3% | 1.608% | |
|
| 5/12/2023 | UBS Group AG | 1,217,322 | $30.76M | 0.0% | +78.3% | 1.954% | |
| 5/12/2023 | NewEdge Advisors LLC | 85,540 | $2.16M | 0.0% | -13.8% | 0.137% | |
| 5/12/2023 | Executive Wealth Management LLC | 73,602 | $1.86M | 0.2% | -27.3% | 0.118% | |
| 5/12/2023 | Tradition Wealth Management LLC | 13,548 | $0.34M | 0.0% | -59.0% | 0.022% | |
| 5/12/2023 | HighTower Advisors LLC | 17,225 | $0.42M | 0.0% | -24.7% | 0.028% | |
| 5/11/2023 | Nomura Asset Management Co. Ltd. | 1,720,400 | $43.48M | 0.2% | +1,374.2% | 2.761% | |
| 5/11/2023 | U.S. Capital Wealth Advisors LLC | 50,976 | $1.29M | 0.1% | +1.2% | 0.082% | |
| 5/11/2023 | FFG Retirement Advisors LLC | 32,953 | $0.83M | 0.7% | +19.7% | 0.053% | |
| 5/11/2023 | Summit Wealth & Retirement Planning Inc. | 32,168 | $0.81M | 0.3% | -32.8% | 0.052% | |
| 5/11/2023 | PAX Financial Group LLC | 38,810 | $0.98M | 0.2% | -9.6% | 0.062% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 131,096 | $3.31M | 0.0% | -22.3% | 0.210% | |
| 5/11/2023 | EverSource Wealth Advisors LLC | 2,181 | $55K | 0.0% | -19.9% | 0.004% | |
| 5/11/2023 | Parcion Private Wealth LLC | 136,534 | $3.45M | 0.4% | -90.6% | 0.219% | |
| 5/11/2023 | First Citizens Bank & Trust Co. | 17,271 | $0.44M | 0.0% | +38.1% | 0.028% | |
| 5/11/2023 | Financial Advocates Investment Management | 23,171 | $0.59M | 0.0% | -2.5% | 0.037% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 8,293,358 | $209.57M | 0.1% | -15.2% | 13.312% | |
| 5/11/2023 | Industrial Alliance Investment Management Inc. | 1,816 | $46K | 0.0% | -81.6% | 0.003% | |
| 5/11/2023 | Kovitz Investment Group Partners LLC | 54,811 | $1.39M | 0.0% | +52.0% | 0.088% | |
| 5/11/2023 | Intelligence Driven Advisers LLC | 18,497 | $0.46M | 0.1% | -15.4% | 0.030% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 239,847 | $6.06M | 0.0% | -31.4% | 0.385% | |
| 5/11/2023 | Citigroup Inc. | 20,443 | $0.52M | 0.0% | +22.8% | 0.033% | |
| 5/11/2023 | Icon Wealth Partners LLC | 35,911 | $0.91M | 0.1% | N/A | 0.058% | |
| 5/11/2023 | Wealth Alliance | 10,986 | $0.28M | 0.0% | +23.0% | 0.018% | |
| 5/11/2023 | Cooper Financial Group | 13,622 | $0.34M | 0.1% | -12.4% | 0.022% | |
| 5/10/2023 | Atria Investments Inc | 120,864 | $3.05M | 0.1% | -71.6% | 0.194% | |
| 5/10/2023 | Centurion Wealth Management LLC | 23,494 | $0.59M | 0.3% | -13.1% | 0.038% | |
| 5/10/2023 | Resources Investment Advisors LLC. | 149,311 | $3.77M | 0.1% | +18.9% | 0.240% | |
| 5/10/2023 | LPL Financial LLC | 2,721,782 | $68.78M | 0.1% | +1.2% | 4.369% | |
| 5/10/2023 | WealthPLAN Partners LLC | 5,517 | $0.14M | 0.0% | N/A | 0.009% | |
| 5/9/2023 | Spire Wealth Management | 33,518 | $0.85M | 0.0% | +19.1% | 0.054% | |
| 5/9/2023 | Mather Group LLC. | 5,611,481 | $141.80M | 2.5% | +11.7% | 9.007% | |
| 5/9/2023 | RFG Advisory LLC | 23,465 | $0.59M | 0.0% | -6.1% | 0.038% | |
| 5/9/2023 | Bank of New York Mellon Corp | 305,071 | $7.71M | 0.0% | +24.5% | 0.490% | |
| 5/9/2023 | US Bancorp DE | 22,513 | $0.57M | 0.0% | +28.3% | 0.036% | |
| 5/8/2023 | MGO One Seven LLC | 41,996 | $1.06M | 0.1% | N/A | 0.067% | |
| 5/8/2023 | Stokes Family Office LLC | 11,907 | $0.30M | 0.0% | -16.8% | 0.019% | |
| 5/8/2023 | Avidian Wealth Solutions LLC | 10,638 | $0.27M | 0.0% | -49.0% | 0.017% | |
| 5/8/2023 | Tempus Wealth Planning LLC | 9,665 | $0.24M | 0.1% | -7.4% | 0.016% | |
| 5/8/2023 | WealthShield Partners LLC | 18,288 | $0.46M | 0.1% | -94.7% | 0.029% | |
| 5/8/2023 | Donoghue Forlines LLC | 109,919 | $2.78M | 1.0% | +366.9% | 0.176% | |
| 5/8/2023 | Steel Peak Wealth Management LLC | 78,201 | $1.98M | 0.1% | -9.7% | 0.126% | |
| 5/8/2023 | Capital Wealth Management LLC | 128,104 | $3.24M | 1.9% | +347.2% | 0.206% | |
| 5/8/2023 | Sigma Planning Corp | 21,435 | $0.54M | 0.0% | -8.9% | 0.034% | |
| 5/8/2023 | Global Retirement Partners LLC | 6,880 | $0.17M | 0.0% | +6.8% | 0.011% | |
| 5/5/2023 | Truist Financial Corp | 35,490 | $0.90M | 0.0% | -22.8% | 0.057% | |
| 5/5/2023 | CFS Investment Advisory Services LLC | 40,664 | $1.03M | 0.2% | -26.7% | 0.065% | |
| 5/5/2023 | DDFG Inc | 20,877 | $0.53M | 0.2% | -19.7% | 0.033% | |
| 5/5/2023 | Coombe Bender & Co LLC | 32,350 | $0.82M | 0.6% | +3.6% | 0.052% | |
| 5/4/2023 | Patron Partners LLC | 8,173 | $0.21M | 0.2% | N/A | 0.013% | |
| 5/4/2023 | US Financial Advisors LLC | 73,785 | $1.87M | 0.8% | +4.7% | 0.118% | |
|
| 5/4/2023 | Ausdal Financial Partners Inc. | 38,836 | $0.98M | 0.1% | -3.5% | 0.062% | |
| 5/3/2023 | Aveo Capital Partners LLC | 21,610 | $0.55M | 0.1% | +19.0% | 0.035% | |
| 5/3/2023 | J.W. Cole Advisors Inc. | 45,234 | $1.14M | 0.1% | N/A | 0.072% | |
| 5/3/2023 | Liberty Wealth Management LLC | 37,977 | $0.96M | 0.2% | N/A | 0.061% | |
| 5/3/2023 | Insight Advisors LLC PA | 30,554 | $0.77M | 0.2% | +8.7% | 0.049% | |
| 5/3/2023 | SigFig Wealth Management LLC | 23,199 | $0.59M | 0.0% | -4.0% | 0.037% | |
| 5/3/2023 | Bay Harbor Wealth Management LLC | 24,699 | $0.62M | 0.3% | -2.0% | 0.039% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 128,316 | $3.24M | 0.1% | +9.0% | 0.205% | |
| 5/3/2023 | Aspire Private Capital LLC | 3,297 | $83K | 0.0% | -15.5% | 0.005% | |
| 5/3/2023 | Northwest Capital Management Inc | 15,535 | $0.39M | 0.2% | -48.8% | 0.025% | |
