| 4/27/2024 | White Pine Investment CO | 67,730 | $7.49M | 2.2% | +1.4% | 0.009% | |
| 4/27/2024 | Tenon Financial LLC | 1,911 | $211K | 0.2% | N/A | 0.000% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 162,585 | $17.97M | 12.4% | -0.2% | 0.022% | |
| 4/27/2024 | Hourglass Capital LLC | 4,265 | $471K | 0.1% | N/A | 0.001% | |
| 4/27/2024 | Millburn Ridgefield Corp | 2,121,096 | $234.42M | 6.5% | +17.0% | 0.291% | |
| 4/27/2024 | Nadler Financial Group Inc. | 3,639 | $402K | 0.0% | +12.5% | 0.000% | |
|
| 4/27/2024 | Conning Inc. | 401,912 | $44.42M | 1.5% | +1.3% | 0.055% | |
| 4/27/2024 | Foster Victor Wealth Advisors LLC | 17,449 | $1.85M | 0.2% | -3.2% | 0.002% | |
| 4/27/2024 | Members Advisory Group LLC | 2,498 | $276K | 0.2% | N/A | 0.000% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 255,619 | $28.25M | 0.4% | -0.1% | 0.035% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 36,759 | $4.06M | 1.9% | +3.8% | 0.005% | |
| 4/26/2024 | Plan Group Financial LLC | 60,352 | $6.67M | 4.4% | +16.7% | 0.008% | |
| 4/26/2024 | McGuire Investment Group LLC | 102,030 | $11.28M | 1.6% | +77.0% | 0.014% | |
| 4/26/2024 | BLB&B Advisors LLC | 844,932 | $93.38M | 5.3% | +0.3% | 0.116% | |
| 4/26/2024 | UMB Bank n.a. | 850,134 | $93.96M | 1.5% | -3.8% | 0.117% | |
| 4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 30,132 | $3.16M | 1.3% | +2.6% | 0.004% | |
| 4/26/2024 | Narwhal Capital Management | 24,589 | $2.72M | 0.3% | +9.8% | 0.003% | |
| 4/26/2024 | Arcataur Capital Management LLC | 357,230 | $39.48M | 14.2% | -0.6% | 0.049% | |
| 4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 29,155 | $3.22M | 2.4% | -92.6% | 0.004% | |
| 4/26/2024 | Northwest Bancshares Inc. | 7,960 | $880K | 0.1% | N/A | 0.001% | |
| 4/26/2024 | JNBA Financial Advisors | 116,022 | $12.82M | 1.3% | -3.2% | 0.016% | |
| 4/26/2024 | Yousif Capital Management LLC | 152,777 | $16.89M | 0.2% | +14.7% | 0.021% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 190,571 | $21.06M | 1.8% | +6.6% | 0.026% | |
| 4/26/2024 | SlateStone Wealth LLC | 39,072 | $4.32M | 0.4% | +22.3% | 0.005% | |
| 4/26/2024 | ZWJ Investment Counsel Inc. | 8,814 | $974K | 0.0% | -5.4% | 0.001% | |
| 4/26/2024 | Opus Capital Group LLC | 335,777 | $37.11M | 5.4% | -0.3% | 0.046% | |
| 4/26/2024 | First National Trust Co | 601,966 | $66.53M | 2.7% | -9.2% | 0.083% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 136,395 | $15.07M | 1.0% | -0.2% | 0.019% | |
| 4/26/2024 | SFG Wealth Management LLC. | 2,484 | $275K | 0.2% | -10.7% | 0.000% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 22,732 | $2.51M | 0.3% | +2.4% | 0.003% | |
| 4/26/2024 | MTC Wealth Management LLC | 111,565 | $12.33M | 5.7% | -5.5% | 0.015% | |
| 4/26/2024 | Members Trust Co | 1,607,764 | $177.69M | 5.3% | -9.6% | 0.221% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 132,772 | $14.07M | 0.6% | +3.5% | 0.018% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 1,316,301 | $145.48M | 3.3% | N/A | 0.181% | |
| 4/26/2024 | Carr Financial Group Corp | 32,895 | $3.64M | 1.2% | -12.8% | 0.005% | |
| 4/26/2024 | MONECO Advisors LLC | 5,600 | $619K | 0.1% | +6.8% | 0.001% | |
| 4/26/2024 | Sprinkle Financial Consultants LLC | 87,356 | $9.66M | 8.2% | +0.3% | 0.012% | |
| 4/26/2024 | LifePro Asset Management | 2,761 | $305K | 0.2% | -6.2% | 0.000% | |
| 4/26/2024 | TI Trust Inc. | 12,428 | $1.37M | 1.0% | +247.8% | 0.002% | |
| 4/26/2024 | Sigma Investment Counselors Inc. | 586,038 | $64.77M | 3.5% | 0.0% | 0.080% | |
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| 4/26/2024 | KG&L Capital Management LLC | 9,795 | $1.08M | 0.4% | +1.9% | 0.001% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 17,217 | $1.90M | 0.2% | +12.4% | 0.002% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 37,971 | $4.20M | 2.7% | -2.5% | 0.005% | |
| 4/26/2024 | Davies Financial Advisors Inc. | 2,772 | $306K | 0.3% | N/A | 0.000% | |
| 4/26/2024 | Emerald Advisors LLC | 28,411 | $3.14M | 0.6% | +3.4% | 0.004% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 2,906 | $321K | 0.0% | -16.4% | 0.000% | |
| 4/26/2024 | Latitude Advisors LLC | 5,632 | $622K | 0.4% | +9.1% | 0.001% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 43,179 | $5.23M | 0.5% | -20.7% | 0.006% | |
| 4/26/2024 | Meridian Wealth Management LLC | 52,272 | $5.78M | 1.0% | -14.1% | 0.007% | |
| 4/26/2024 | Oakwell Private Wealth Management LLC | 155,641 | $17.20M | 5.2% | +7.8% | 0.021% | |
| 4/26/2024 | Bogart Wealth LLC | 1,839 | $203K | 0.0% | +42.6% | 0.000% | |
| 4/25/2024 | Allworth Financial LP | 760,471 | $84.05M | 0.6% | +4.4% | 0.104% | |
| 4/25/2024 | Lindbrook Capital LLC | 62,038 | $6.86M | 0.6% | -0.2% | 0.009% | |
| 4/25/2024 | Cardinal Strategic Wealth Guidance | 1,105 | $122K | 0.0% | -54.8% | 0.000% | |
| 4/25/2024 | One Day In July LLC | 578,488 | $63.93M | 8.5% | -0.2% | 0.079% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 115,612 | $12.78M | 1.8% | +4.0% | 0.016% | |
| 4/25/2024 | Human Investing LLC | 124,542 | $13.76M | 2.8% | +1.7% | 0.017% | |
| 4/25/2024 | Center for Financial Planning Inc. | 11,218 | $1.24M | 0.2% | +1.2% | 0.002% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 68,811 | $7.61M | 0.9% | +16.1% | 0.009% | |
| 4/25/2024 | Bank of New York Mellon Corp | 15,070,228 | $1.67B | 0.3% | -7.0% | 2.069% | |
| 4/25/2024 | Strategy Asset Managers LLC | 4,865 | $538K | 0.1% | -5.0% | 0.001% | |
| 4/25/2024 | Bridges Investment Management Inc. | 818,115 | $90.42M | 2.8% | -5.4% | 0.112% | |
| 4/25/2024 | TNF LLC | 14,175 | $1.50M | 0.6% | -5.2% | 0.002% | |
| 4/25/2024 | Smith Chas P & Associates PA Cpas | 426,700 | $47.16M | 2.8% | +7.7% | 0.059% | |
| 4/25/2024 | Professional Financial Advisors LLC | 5,222 | $577K | 0.2% | -6.0% | 0.001% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 62,046 | $6.86M | 0.7% | +0.5% | 0.009% | |
| 4/25/2024 | Simplex Trading LLC | 3,422 | $378K | 0.0% | N/A | 0.000% | |
| 4/25/2024 | L.M. Kohn & Company | 7,078 | $782K | 0.2% | +22.2% | 0.001% | |
| 4/25/2024 | Investment Advisory Services Inc. TX ADV | 18,441 | $2.04M | 0.7% | +2.4% | 0.003% | |
| 4/25/2024 | GFS Advisors LLC | 80,997 | $8.95M | 1.5% | +7.1% | 0.011% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 30,923 | $3.42M | 0.7% | -0.4% | 0.004% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 14,093 | $1.56M | 0.2% | -8.4% | 0.002% | |
| 4/25/2024 | Eudaimonia Partners LLC | 2,697 | $298K | 0.1% | +27.0% | 0.000% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 1,909,851 | $211.08M | 6.6% | +7.6% | 0.262% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 2,582 | $285K | 0.2% | -13.2% | 0.000% | |
| 4/25/2024 | Tilson Financial Group Inc. | 19,588 | $2.17M | 1.2% | -1.9% | 0.003% | |
| 4/25/2024 | Olistico Wealth LLC | 19,373 | $2.14M | 1.5% | +4.6% | 0.003% | |
| 4/25/2024 | Long Run Wealth Advisors LLC | 94,573 | $10.45M | 2.8% | +3.0% | 0.013% | |
| 4/25/2024 | Telos Capital Management Inc. | 48,977 | $5.41M | 0.6% | +1.7% | 0.007% | |
| 4/25/2024 | IFG Advisors LLC | 179,037 | $19.79M | 5.1% | +4.3% | 0.025% | |
| 4/25/2024 | Summit Financial LLC | 20,552 | $2.27M | 0.1% | +7.7% | 0.003% | |
| 4/25/2024 | Intergy Private Wealth LLC | 10,970 | $1.21M | 0.5% | +3.1% | 0.002% | |
| 4/24/2024 | Private Trust Co. NA | 52,988 | $5.86M | 0.6% | +8.7% | 0.007% | |
| 4/24/2024 | Leavell Investment Management Inc. | 45,144 | $4.99M | 0.3% | -1.2% | 0.006% | |
| 4/24/2024 | PSI Advisors LLC | 29,019 | $3.21M | 1.2% | -35.3% | 0.004% | |
| 4/24/2024 | Patton Albertson Miller Group LLC | 4,437 | $490K | 0.1% | -45.3% | 0.001% | |
| 4/24/2024 | Zhang Financial LLC | 15,599 | $1.72M | 0.1% | -0.9% | 0.002% | |
| 4/24/2024 | CENTRAL TRUST Co | 97,789 | $10.81M | 0.3% | -4.3% | 0.013% | |
| 4/24/2024 | 4Thought Financial Group Inc. | 79,919 | $8.83M | 5.8% | +23.7% | 0.011% | |
| 4/24/2024 | 1900 Wealth Management LLC | 40,145 | $4.44M | 0.4% | +0.5% | 0.006% | |
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| 4/24/2024 | Activest Wealth Management | 2,481 | $274K | 0.1% | -30.3% | 0.000% | |
| 4/24/2024 | Berkshire Bank | 4,755 | $526K | 0.1% | -10.4% | 0.001% | |
| 4/24/2024 | Pinnacle Wealth Management Group Inc. | 26,580 | $2.94M | 2.2% | N/A | 0.004% | |
| 4/24/2024 | Pegasus Partners Ltd. | 165,709 | $18.31M | 1.9% | -7.2% | 0.023% | |
| 4/24/2024 | Blue Bell Private Wealth Management LLC | 3,081 | $341K | 0.1% | +35.8% | 0.000% | |
| 4/24/2024 | Townsend & Associates Inc | 97,608 | $10.34M | 1.2% | +1.7% | 0.013% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 56,822 | $6.28M | 1.2% | +19.1% | 0.008% | |
| 4/24/2024 | Boyd Wealth Management LLC | 51,746 | $5.72M | 3.3% | -45.7% | 0.007% | |
| 4/24/2024 | Round Rock Advisors LLC | 194,521 | $21.50M | 5.2% | +1.8% | 0.027% | |
| 4/24/2024 | Marino Stram & Associates LLC | 128,199 | $14.17M | 3.4% | -1.1% | 0.018% | |
