| 4/25/2024 | Osborne Partners Capital Management LLC | 161,031 | $12.45M | 0.8% | -10.0% | 0.035% | |
| 4/25/2024 | HTLF Bank | 41,622 | $3.22M | 0.4% | -62.0% | 0.009% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 1,432,845 | $110.77M | 3.5% | -0.1% | 0.311% | |
| 4/25/2024 | Telos Capital Management Inc. | 71,622 | $5.54M | 0.6% | +3.5% | 0.016% | |
| 4/25/2024 | Summit Financial LLC | 29,217 | $2.26M | 0.1% | -26.2% | 0.006% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 316,682 | $24.48M | 0.1% | -13.1% | 0.069% | |
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| 4/25/2024 | Gordian Advisors LLC | 24,245 | $1.87M | 1.7% | -1.3% | 0.005% | |
| 4/25/2024 | Intergy Private Wealth LLC | 20,524 | $1.59M | 0.7% | -39.6% | 0.004% | |
| 4/24/2024 | Leavell Investment Management Inc. | 88,525 | $6.84M | 0.4% | -2.1% | 0.019% | |
| 4/24/2024 | Krilogy Financial LLC | 15,512 | $1.20M | 0.1% | -3.7% | 0.003% | |
| 4/24/2024 | Zhang Financial LLC | 27,926 | $2.16M | 0.2% | +26.8% | 0.006% | |
| 4/24/2024 | Wolff Financial Management LLC | 254,497 | $19.68M | 5.7% | +1.5% | 0.055% | |
| 4/24/2024 | CENTRAL TRUST Co | 5,288 | $409K | 0.0% | +593.1% | 0.001% | |
| 4/24/2024 | Berkshire Bank | 9,151 | $707K | 0.2% | -6.3% | 0.002% | |
| 4/24/2024 | Conscious Wealth Investments LLC | 4,742 | $362K | 0.3% | +4.7% | 0.001% | |
| 4/24/2024 | Greenspring Advisors LLC | 8,077 | $624K | 0.2% | +1.9% | 0.002% | |
| 4/24/2024 | Strid Group LLC | 6,135 | $474K | 0.1% | -8.0% | 0.001% | |
| 4/24/2024 | Lee Financial Group Hawaii Inc. | 12,127 | $938K | 0.7% | +4.8% | 0.003% | |
| 4/24/2024 | Sightline Wealth Advisors LLC | 30,381 | $2.35M | 1.5% | +10.1% | 0.007% | |
| 4/24/2024 | Round Rock Advisors LLC | 36,903 | $2.85M | 0.7% | -12.9% | 0.008% | |
| 4/24/2024 | SOL Capital Management CO | 4,080 | $315K | 0.0% | -65.9% | 0.001% | |
| 4/24/2024 | Simplicity Wealth LLC | 7,351 | $568K | 0.0% | N/A | 0.002% | |
| 4/24/2024 | NBT Bank N A NY | 108,996 | $8.43M | 0.6% | +1.0% | 0.024% | |
| 4/24/2024 | Wells Trecaso Financial Group LLC | 18,570 | $1.44M | 0.5% | -9.0% | 0.004% | |
| 4/24/2024 | Childress Capital Advisors LLC | 31,493 | $2.44M | 0.7% | N/A | 0.007% | |
| 4/24/2024 | Spire Wealth Management | 55,062 | $4.26M | 0.2% | -4.4% | 0.012% | |
| 4/24/2024 | Essex Financial Services Inc. | 24,309 | $1.88M | 0.2% | -7.9% | 0.005% | |
| 4/24/2024 | Capasso Planning Partners LLC | 52,020 | $4.02M | 1.7% | -1.4% | 0.011% | |
| 4/24/2024 | Bar Harbor Wealth Management | 67,143 | $5.19M | 0.3% | -5.7% | 0.015% | |
| 4/23/2024 | Meredith Wealth Planning | 21,152 | $1.64M | 0.9% | -10.1% | 0.005% | |
| 4/23/2024 | Charter Oak Capital Management LLC | 8,592 | $664K | 0.1% | +81.7% | 0.002% | |
| 4/23/2024 | Bfsg LLC | 13,491 | $1.04M | 0.1% | +1.3% | 0.003% | |
| 4/23/2024 | Global Retirement Partners LLC | 50,362 | $3.89M | 0.1% | +3.5% | 0.011% | |
| 4/23/2024 | Cornell Pochily Investment Advisors Inc. | 3,044 | $235K | 0.1% | -4.3% | 0.001% | |
| 4/23/2024 | Mason & Associates Inc | 4,055 | $313K | 0.1% | N/A | 0.001% | |
| 4/23/2024 | TriaGen Wealth Management LLC | 36,253 | $2.80M | 1.2% | +31.1% | 0.008% | |
| 4/23/2024 | Covenant Asset Management LLC | 3,116 | $241K | 0.0% | +12.7% | 0.001% | |
| 4/23/2024 | LaFleur & Godfrey LLC | 74,116 | $5.73M | 0.8% | -40.4% | 0.016% | |
| 4/23/2024 | Morton Brown Family Wealth LLC | 43,925 | $3.40M | 1.4% | +13.0% | 0.010% | |
| 4/23/2024 | WASHINGTON TRUST Co | 228,226 | $17.64M | 0.6% | -6.8% | 0.050% | |
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| 4/23/2024 | Cherry Creek Investment Advisors Inc. | 5,139 | $397K | 0.2% | -16.4% | 0.001% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 11,138 | $861K | 0.1% | -6.6% | 0.002% | |
| 4/23/2024 | Fifth Third Bancorp | 8,482 | $656K | 0.0% | +10.0% | 0.002% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 5,859 | $453K | 0.1% | -46.5% | 0.001% | |
| 4/23/2024 | Duncker Streett & Co. Inc. | 22,344 | $1.73M | 0.3% | -1.1% | 0.005% | |
| 4/23/2024 | Arcadia Investment Management Corp MI | 12,917 | $999K | 0.2% | -36.7% | 0.003% | |
| 4/23/2024 | Strategic Blueprint LLC | 16,959 | $1.31M | 0.1% | -9.0% | 0.004% | |
| 4/23/2024 | Accurate Wealth Management LLC | 11,180 | $854K | 0.2% | -36.8% | 0.002% | |
| 4/23/2024 | Wealth Effects LLC | 11,581 | $895K | 0.3% | -1.3% | 0.003% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,339,516 | $103.56M | 0.2% | +4.6% | 0.291% | |
| 4/23/2024 | Prospect Financial Services LLC | 29,472 | $2.28M | 1.9% | +145.8% | 0.006% | |
| 4/22/2024 | Johnson Bixby & Associates LLC | 238,852 | $18.47M | 3.2% | -25.6% | 0.052% | |
| 4/22/2024 | Towneley Capital Management Inc DE | 321,809 | $24.88M | 6.1% | +1.6% | 0.070% | |
| 4/22/2024 | Forza Wealth Management LLC | 40,653 | $3.14M | 1.6% | -1.0% | 0.009% | |
| 4/22/2024 | American Financial Advisors LLC | 367,994 | $28.45M | 4.0% | +1.0% | 0.080% | |
| 4/22/2024 | Harbour Trust & Investment Management Co | 73,817 | $5.71M | 0.7% | -2.3% | 0.016% | |
| 4/22/2024 | PFG Investments LLC | 41,089 | $3.18M | 0.2% | +54.0% | 0.009% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 211,763 | $16.37M | 2.1% | +17.1% | 0.046% | |
| 4/22/2024 | Oakworth Capital Inc. | 628,168 | $48.56M | 3.7% | +6.5% | 0.136% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 55,961 | $4.33M | 0.3% | -6.9% | 0.012% | |
| 4/22/2024 | Raymond James & Associates | 1,313,595 | $101.55M | 0.1% | +111.2% | 0.285% | |
| 4/22/2024 | EFG Asset Management Americas Corp. | 3,571 | $276K | 0.1% | -85.2% | 0.001% | |
| 4/22/2024 | Trellis Wealth Advisors LLC | 50,810 | $3.93M | 2.2% | -2.5% | 0.011% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 14,984 | $1.16M | 0.1% | +117.7% | 0.003% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 60,601 | $4.69M | 0.1% | -54.8% | 0.013% | |
| 4/19/2024 | Everett Harris & Co. CA | 92,990 | $7.19M | 0.1% | -5.3% | 0.020% | |
| 4/19/2024 | GenTrust LLC | 23,738 | $1.84M | 0.1% | -7.8% | 0.005% | |
| 4/19/2024 | Whelan Financial | 201,101 | $15.55M | 7.1% | -9.6% | 0.044% | |
| 4/19/2024 | Marshall Financial Group LLC | 2,913 | $225K | 0.1% | -98.6% | 0.001% | |
| 4/19/2024 | Level Financial Advisors | 141,975 | $10.98M | 5.0% | +14.2% | 0.031% | |
| 4/19/2024 | Oak Harvest Investment Services | 18,117 | $1.40M | 0.2% | +130.8% | 0.004% | |
| 4/19/2024 | Powers Advisory Group LLC | 82,134 | $6.35M | 3.6% | +4.9% | 0.018% | |
| 4/19/2024 | Massachusetts Wealth Management | 44,907 | $3.47M | 2.4% | +4.8% | 0.010% | |
| 4/19/2024 | Platt Investment Counsel LLC | 13,797 | $1.07M | 1.0% | N/A | 0.003% | |
| 4/19/2024 | Redmont Wealth Advisors LLC | 38,183 | $2.95M | 4.1% | +3.5% | 0.008% | |
| 4/19/2024 | Albion Financial Group UT | 543,298 | $42.00M | 3.2% | +3.7% | 0.118% | |
| 4/19/2024 | Valeo Financial Advisors LLC | 1,433,372 | $110.81M | 1.2% | -0.1% | 0.311% | |
| 4/18/2024 | Total Wealth Planning LLC | 774,365 | $59.87M | 10.3% | -2.2% | 0.168% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 6,417 | $496K | 0.1% | -2.1% | 0.001% | |
| 4/18/2024 | Verum Partners LLC | 10,619 | $821K | 0.3% | -52.3% | 0.002% | |
| 4/18/2024 | Quattro Financial Advisors LLC | 106,939 | $8.27M | 2.4% | +138,781.8% | 0.023% | |
| 4/18/2024 | Buffington Mohr McNeal | 5,906 | $457K | 0.1% | -15.9% | 0.001% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 19,375 | $1.50M | 0.1% | -13.7% | 0.004% | |
| 4/18/2024 | Financial Strategies Group Inc. | 160,600 | $12.36M | 3.3% | +4.3% | 0.035% | |
| 4/18/2024 | Narus Financial Partners LLC | 38,936 | $3.01M | 1.3% | -4.2% | 0.008% | |
| 4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 236,273 | $18.27M | 4.7% | +7.4% | 0.051% | |
| 4/18/2024 | Farmers & Merchants Investments Inc. | 226,445 | $17.51M | 0.6% | -0.1% | 0.049% | |
| 4/18/2024 | Capstone Capital LLC | 113,194 | $8.75M | 7.6% | +3.4% | 0.025% | |
| 4/18/2024 | Vaughan Nelson Investment Management L.P. | 6,465 | $500K | 0.0% | +2.9% | 0.001% | |
| 4/18/2024 | Stordahl Capital Management Inc. | 150,904 | $11.67M | 2.9% | +4.4% | 0.033% | |
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| 4/18/2024 | Steele Capital Management Inc. | 983,065 | $76.00M | 4.4% | +2.7% | 0.214% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 14,674 | $1.13M | 0.3% | -6.1% | 0.003% | |
| 4/18/2024 | Consilio Wealth Advisors LLC | 39,214 | $3.03M | 1.4% | -50.4% | 0.009% | |
| 4/18/2024 | MGO Private Wealth LLC | 8,110 | $627K | 0.4% | -14.6% | 0.002% | |
| 4/18/2024 | Kowal Investment Group LLC | 12,660 | $979K | 0.2% | +31.2% | 0.003% | |
| 4/18/2024 | Fifth Third Securities Inc. | 185,179 | $14.32M | 1.4% | +0.7% | 0.040% | |
| 4/18/2024 | Seaside Wealth Management Inc. | 72,260 | $5.59M | 2.4% | +2.7% | 0.016% | |
| 4/18/2024 | Scott Capital Advisors LLC | 13,167 | $1.01M | 0.3% | +28.5% | 0.003% | |
| 4/18/2024 | LVW Advisors LLC | 2,600 | $201K | 0.0% | N/A | 0.001% | |
| 4/18/2024 | Roberts Wealth Advisors LLC | 52,409 | $4.01M | 1.5% | -6.8% | 0.011% | |
