| 6/9/2021 | Tompkins Financial Corp | 82,213 | $5.29M | 0.9% | -4.4% | 0.007% | |
| 5/28/2021 | FormulaFolio Investments LLC | 3,195 | $0.21M | 0.1% | -98.1% | 0.000% | |
| 5/28/2021 | Schroder Investment Management Group | 479,076 | $30.83M | 0.0% | -24.0% | 0.039% | |
| 5/25/2021 | Encompass Wealth Advisors LLC | 69,610 | $4.45M | 1.1% | +9,243.6% | 0.006% | |
| 5/25/2021 | Regency Capital Management Inc. DE | 27,166 | $1.75M | 1.8% | N/A | 0.002% | |
| 5/21/2021 | Childress Capital Advisors LLC | 6,418 | $0.41M | 0.2% | N/A | 0.001% | |
| 5/20/2021 | tru Independence LLC | 116,615 | $7.51M | 1.4% | +871.8% | 0.009% | |
| 5/19/2021 | Cypress Capital LLC | 62,325 | $4.01M | 1.6% | +0.9% | 0.005% | |
| 5/19/2021 | JD Financial Services Inc. | 4,089 | $0.26M | 0.3% | -16.7% | 0.000% | |
| 5/19/2021 | Compton Financial Group LLC | 162,933 | $10.49M | 4.8% | +3.0% | 0.013% | |
|
| 5/19/2021 | McGowan Group Asset Management Inc. | 54,877 | $3.53M | 0.6% | N/A | 0.004% | |
| 5/18/2021 | Farr Miller & Washington LLC DC | 79,668 | $5.13M | 0.4% | +14.5% | 0.006% | |
| 5/18/2021 | Leuthold Group LLC | 350,570 | $22.56M | 2.8% | +0.2% | 0.029% | |
| 5/18/2021 | Inscription Capital LLC | 9,235 | $0.59M | 0.2% | +12.9% | 0.001% | |
| 5/18/2021 | MBA Advisors LLC | 18,202 | $1.17M | 0.6% | N/A | 0.001% | |
| 5/18/2021 | Wealth Alliance | 23,067 | $1.49M | 0.4% | -10.4% | 0.002% | |
| 5/17/2021 | Sentinel Trust Co. LBA | 22,832 | $1.47M | 0.3% | -1.4% | 0.002% | |
| 5/17/2021 | BCJ Capital Management LLC | 1,570,885 | $101.10M | 12.0% | +0.1% | 0.128% | |
| 5/17/2021 | Putnam Investments LLC | 279,679 | $18M | 0.0% | -0.8% | 0.023% | |
| 5/17/2021 | Captrust Financial Advisors | 407,525 | $26.23M | 0.3% | +135.8% | 0.033% | |
| 5/17/2021 | Intellectus Partners LLC | 5,860 | $0.38M | 0.1% | +7.7% | 0.000% | |
| 5/17/2021 | Ameriprise Financial Inc. | 2,753,215 | $177.29M | 0.1% | +4.3% | 0.224% | |
| 5/17/2021 | Freedman Financial Associates Inc. | 3,373 | $0.22M | 0.2% | +9.7% | 0.000% | |
| 5/17/2021 | Quantitative Investment Management LLC | 185,365 | $11.93M | 1.0% | N/A | 0.015% | |
| 5/17/2021 | Massmutual Trust Co. FSB ADV | 218,453 | $14.06M | 0.7% | +31.8% | 0.018% | |
| 5/14/2021 | Cpwm LLC | 63,729 | $4.10M | 0.4% | +20.2% | 0.005% | |
| 5/14/2021 | Fairview Capital Investment Management LLC | 166,185 | $10.70M | 0.4% | -0.2% | 0.014% | |
| 5/14/2021 | Mawer Investment Management Ltd. | 15,600 | $1M | 0.0% | N/A | 0.001% | |
| 5/14/2021 | Acima Private Wealth LLC | 34,406 | $2.21M | 1.1% | +0.8% | 0.003% | |
| 5/14/2021 | SJA Financial Advisory LLC | 131,146 | $8.44M | 6.6% | -2.4% | 0.011% | |
| 5/14/2021 | Johnson Investment Counsel Inc. | 36,364 | $2.34M | 0.0% | -0.8% | 0.003% | |
| 5/14/2021 | Lazard Asset Management LLC | 1,893,925 | $121.89M | 0.1% | -3.5% | 0.154% | |
| 5/14/2021 | Horizon Investments LLC | 259,532 | $16.70M | 0.6% | N/A | 0.021% | |
| 5/14/2021 | Eldridge Investment Advisors Inc. | 8,067 | $0.52M | 0.2% | +3.1% | 0.001% | |
| 5/14/2021 | Stonebridge Capital Advisors LLC | 875 | $56K | 0.0% | N/A | 0.000% | |
| 5/14/2021 | Tradition Wealth Management LLC | 2,385 | $0.15M | 0.0% | -8.3% | 0.000% | |
| 5/14/2021 | Flputnam Investment Management Co. | 369,277 | $23.77M | 1.0% | +21.8% | 0.030% | |
| 5/14/2021 | Concentric Wealth Management LLC | 70,787 | $4.56M | 1.5% | +34.8% | 0.006% | |
| 5/14/2021 | One Capital Management LLC | 87,956 | $5.66M | 0.6% | -5.7% | 0.007% | |
| 5/14/2021 | O Shaughnessy Asset Management LLC | 5,120 | $0.33M | 0.0% | +316.3% | 0.000% | |
| 5/14/2021 | Pinnacle Family Advisors LLC | 16,950 | $1.09M | 0.6% | +25.1% | 0.001% | |
| 5/13/2021 | GoalVest Advisory LLC | 56,934 | $3.66M | 2.7% | +2,421.4% | 0.005% | |
| 5/13/2021 | Bessemer Group Inc. | 64,490 | $4.15M | 0.0% | -87.2% | 0.005% | |
| 5/13/2021 | Lcnb Corp | 49,243 | $3.17M | 1.7% | -3.1% | 0.004% | |
| 5/13/2021 | Laird Norton Trust Company LLC | 43,704 | $2.71M | 0.3% | -2.1% | 0.004% | |
| 5/13/2021 | Elmwood Wealth Management Inc. | 21,552 | $1.39M | 0.8% | N/A | 0.002% | |
| 5/13/2021 | Mutual of America Capital Management LLC | 832,560 | $53.58M | 0.6% | +2.0% | 0.068% | |
| 5/13/2021 | Avalon Investment & Advisory | 5,282 | $0.34M | 0.0% | N/A | 0.000% | |
| 5/13/2021 | Neuberger Berman Group LLC | 342,199 | $22.02M | 0.0% | -1.2% | 0.028% | |
| 5/13/2021 | WealthStone Inc. | 16,251 | $1.05M | 0.4% | +14.7% | 0.001% | |
| 5/13/2021 | Ten Capital Wealth Advisors LLC | 614 | $39K | 0.0% | +306.6% | 0.000% | |
| 5/13/2021 | Bank of New York Mellon Corp | 7,846,092 | $504.97M | 0.1% | +37.8% | 0.638% | |
| 5/13/2021 | Van ECK Associates Corp | 23,503 | $1.51M | 0.0% | N/A | 0.002% | |
| 5/13/2021 | Barrett Asset Management LLC | 7,385 | $0.48M | 0.0% | +13.2% | 0.001% | |
| 5/13/2021 | Zions Bancorporation N.A. | 11,491 | $0.74M | 0.1% | +600.7% | 0.001% | |
| 5/13/2021 | Baird Financial Group Inc. | 1,291,486 | $83.12M | 0.2% | +83.2% | 0.105% | |
| 5/13/2021 | Baron Financial Group LLC | 18,609 | $1.20M | 0.8% | +1.9% | 0.002% | |
| 5/13/2021 | Paracle Advisors LLC | 201,806 | $12.99M | 2.4% | -1.4% | 0.016% | |
| 5/13/2021 | Pinnacle Wealth Management Advisory Group LLC | 61,646 | $3.97M | 1.1% | +15.4% | 0.005% | |
| 5/13/2021 | CKW Financial Group | 975,875 | $62.81M | 10.8% | +0.5% | 0.079% | |
| 5/13/2021 | Headinvest LLC | 22,572 | $1.45M | 0.3% | +7.7% | 0.002% | |
| 5/12/2021 | Geode Capital Management LLC | 622,788 | $40.08M | 0.0% | -11.3% | 0.051% | |
| 5/12/2021 | Lockheed Martin Investment Management Co. | 2,183,900 | $140.56M | 7.2% | -2.7% | 0.178% | |
| 5/12/2021 | Haverford Trust Co. | 5,455,174 | $351.10M | 4.5% | +3.7% | 0.444% | |
| 5/12/2021 | Bluestein R H & Co. | 93,496 | $6.02M | 0.3% | +15.4% | 0.008% | |
| 5/12/2021 | Red Cedar Investment Management LLC | 690,478 | $44.44M | 5.7% | +33.4% | 0.056% | |
| 5/12/2021 | Financial Engines Advisors L.L.C. | 198,722 | $12.79M | 0.0% | -1.0% | 0.016% | |
| 5/12/2021 | Cadent Capital Advisors LLC | 19,115 | $1.23M | 0.5% | +25.7% | 0.002% | |
| 5/12/2021 | Cypress Capital Management LLC | 14,745 | $0.95M | 0.1% | +9.4% | 0.001% | |
| 5/12/2021 | JPMorgan Chase & Co. | 86,336,199 | $5.56B | 0.7% | +3.2% | 7.023% | |
| 5/12/2021 | Blue Edge Capital LLC | 71,803 | $4.62M | 1.0% | +10.7% | 0.006% | |
| 5/12/2021 | Linscomb & Williams Inc. | 4,421 | $0.29M | 0.0% | N/A | 0.000% | |
| 5/12/2021 | Argent Capital Management LLC | 3,190 | $0.21M | 0.0% | -13.6% | 0.000% | |
| 5/12/2021 | Mitsubishi UFJ Trust & Banking Corp | 131,950 | $8.49M | 0.0% | N/A | 0.011% | |
| 5/12/2021 | Front Barnett Associates LLC | 77,470 | $4.99M | 0.6% | +2.2% | 0.006% | |
| 5/12/2021 | Disciplined Investments LLC | 21,553 | $1.39M | 0.8% | -6.9% | 0.002% | |
| 5/12/2021 | Budros Ruhlin & Roe Inc. | 13,168 | $0.85M | 0.1% | +11.1% | 0.001% | |
| 5/12/2021 | Wells Financial Advisors INC | 7,783 | $0.50M | 0.4% | N/A | 0.001% | |
| 5/12/2021 | InterOcean Capital Group LLC | 347,024 | $22.33M | 1.3% | +26.4% | 0.028% | |
| 5/12/2021 | BOK Financial Private Wealth Inc. | 170,008 | $10.94M | 1.0% | -8.4% | 0.014% | |
| 5/11/2021 | Madison Asset Management LLC | 71,495 | $4.60M | 0.1% | +87.4% | 0.006% | |
| 5/11/2021 | Stuart Chaussee & Associates Inc. | 473 | $30K | 0.0% | N/A | 0.000% | |
| 5/11/2021 | Varma Mutual Pension Insurance Co | 2,158,779 | $138.94M | 2.0% | -84.8% | 0.176% | |
| 5/11/2021 | First Horizon Corp | 581 | $37K | 0.0% | -39.4% | 0.000% | |
| 5/11/2021 | Boston Private Wealth LLC | 236,826 | $15.24M | 0.2% | +20.1% | 0.019% | |
| 5/11/2021 | Almanack Investment Partners LLC. | 12,296 | $0.79M | 0.1% | -15.2% | 0.001% | |
| 5/11/2021 | Cape Cod Five Cents Savings Bank | 280,724 | $18.07M | 2.0% | -0.6% | 0.023% | |
| 5/11/2021 | First Horizon Advisors Inc. | 7,813 | $0.50M | 0.0% | +255.9% | 0.001% | |
| 5/11/2021 | Swan Global Investments LLC | 448,200 | $28.85M | 0.8% | +2.7% | 0.037% | |
| 5/11/2021 | Islay Capital Management LLC | 56,124 | $3.61M | 3.0% | -40.9% | 0.005% | |
| 5/11/2021 | Boston Research & Management Inc. | 91,038 | $5.86M | 1.9% | +1.2% | 0.007% | |
| 5/11/2021 | First National Bank of South Miami | 900 | $58K | 0.0% | N/A | 0.000% | |
| 5/11/2021 | Samalin Investment Counsel LLC | 3,187 | $0.21M | 0.1% | +6.0% | 0.000% | |
| 5/11/2021 | Princeton Global Asset Management LLC | 51,308 | $3.30M | 1.1% | +1.7% | 0.004% | |
| 5/11/2021 | Pointe Capital Management LLC | 70,555 | $4.54M | 3.2% | +10.0% | 0.006% | |
| 5/11/2021 | Berman Capital Advisors LLC | 46,882 | $3.02M | 0.6% | -3.9% | 0.004% | |
| 5/11/2021 | Cutter & CO Brokerage Inc. | 5,030 | $0.32M | 0.1% | +19.8% | 0.000% | |
| 5/11/2021 | Bahl & Gaynor Inc. | 14,661 | $0.94M | 0.0% | +8.8% | 0.001% | |
| 5/11/2021 | Waldron Private Wealth LLC | 233,640 | $15.04M | 1.0% | -0.4% | 0.019% | |
| 5/11/2021 | 9258 Wealth Management LLC | 14,427 | $0.93M | 0.3% | +11.9% | 0.001% | |
