| 4/19/2024 | Carret Asset Management LLC | 70,391 | $5.92M | 0.7% | -0.9% | 0.018% | |
| 4/18/2024 | Saxon Interests Inc. | 17,406 | $1.46M | 0.7% | +3.9% | 0.004% | |
| 4/18/2024 | Nvest Financial LLC | 37,884 | $3.19M | 2.1% | +1.4% | 0.009% | |
| 4/18/2024 | MV Capital Management Inc. | 56,960 | $4.79M | 0.5% | +1.3% | 0.014% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 928 | $78K | 0.0% | N/A | 0.000% | |
| 4/18/2024 | Narus Financial Partners LLC | 5,882 | $495K | 0.2% | +3.1% | 0.001% | |
|
| 4/18/2024 | Farmers & Merchants Investments Inc. | 35,040 | $2.95M | 0.1% | -0.5% | 0.009% | |
| 4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 26,566 | $2.23M | 0.6% | +0.9% | 0.007% | |
| 4/18/2024 | Park Place Capital Corp | 3,165 | $266K | 0.1% | -23.6% | 0.001% | |
| 4/18/2024 | Claro Advisors LLC | 2,440 | $205K | 0.0% | -18.5% | 0.001% | |
| 4/18/2024 | CCG Wealth Management LLC | 152,065 | $12.79M | 7.7% | +7.3% | 0.038% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 1,005,019 | $84.51M | 2.1% | -4.7% | 0.250% | |
| 4/18/2024 | Kowal Investment Group LLC | 6,290 | $529K | 0.1% | -3.4% | 0.002% | |
| 4/18/2024 | O Brien Wealth Partners LLC | 2,406 | $202K | 0.0% | -35.9% | 0.001% | |
| 4/18/2024 | Diversified Trust Co | 92,246 | $7.76M | 0.2% | +4.1% | 0.023% | |
| 4/18/2024 | Fifth Third Securities Inc. | 84,771 | $7.13M | 0.7% | -1.8% | 0.021% | |
| 4/18/2024 | Citizens Business Bank | 638,425 | $53.69M | 11.4% | -0.9% | 0.159% | |
| 4/18/2024 | Breakwater Capital Group | 9,666 | $813K | 0.2% | +199.7% | 0.002% | |
| 4/17/2024 | Sandy Cove Advisors LLC | 10,655 | $896K | 0.4% | +66.4% | 0.003% | |
| 4/17/2024 | Cornerstone Wealth Group LLC | 75,702 | $6.37M | 0.6% | N/A | 0.019% | |
| 4/17/2024 | Richardson Capital Management LLC | 6,263 | $527K | 0.4% | +729.5% | 0.002% | |
| 4/17/2024 | Annapolis Financial Services LLC | 5,752 | $484K | 0.2% | -64.2% | 0.001% | |
| 4/17/2024 | Winthrop Advisory Group LLC | 10,495 | $883K | 0.1% | -78.8% | 0.003% | |
| 4/16/2024 | Trust Co. of Virginia VA | 65,069 | $5.47M | 0.5% | -6.6% | 0.016% | |
| 4/16/2024 | Independence Bank of Kentucky | 69,098 | $5.81M | 1.7% | +10.7% | 0.017% | |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 2,889 | $243K | 0.2% | -25.2% | 0.001% | |
| 4/16/2024 | Webster Bank N. A. | 17,152 | $1.44M | 0.2% | -3.9% | 0.004% | |
| 4/16/2024 | Silverleafe Capital Partners LLC | 2,640 | $222K | 0.1% | N/A | 0.001% | |
| 4/16/2024 | Stillwater Capital Advisors LLC | 8,705 | $732K | 0.1% | +5.7% | 0.002% | |
| 4/16/2024 | Harbour Capital Advisors LLC | 5,769 | $477K | 0.1% | -6.8% | 0.001% | |
| 4/16/2024 | Atlantic Union Bankshares Corp | 927,193 | $77.97M | 6.6% | +0.1% | 0.231% | |
| 4/16/2024 | Fifth Third Wealth Advisors LLC | 111,670 | $9.39M | 1.5% | +111.6% | 0.028% | |
| 4/16/2024 | Sunburst Financial Group LLC | 64,117 | $5.36M | 1.5% | -0.5% | 0.016% | |
| 4/16/2024 | Chesley Taft & Associates LLC | 26,685 | $2.24M | 0.1% | -4.0% | 0.007% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 788,718 | $66.32M | 0.2% | -2.1% | 0.196% | |
| 4/16/2024 | Procyon Advisors LLC | 19,599 | $1.65M | 0.1% | -30.7% | 0.005% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 20,411 | $1.72M | 0.1% | +121.1% | 0.005% | |
| 4/15/2024 | Matrix Asset Advisors Inc. NY | 40,036 | $3.37M | 0.4% | +30.3% | 0.010% | |
| 4/15/2024 | Aspiriant LLC | 36,555 | $3.07M | 0.1% | -4.7% | 0.009% | |
| 4/15/2024 | St. Johns Investment Management Company LLC | 49,277 | $4.14M | 2.0% | -6.1% | 0.012% | |
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| 4/15/2024 | Future Financial Wealth Managment LLC | 343 | $29K | 0.0% | N/A | 0.000% | |
| 4/15/2024 | Brookstone Capital Management | 3,077 | $259K | 0.0% | +17.7% | 0.001% | |
| 4/15/2024 | Sunbelt Securities Inc. | 12,692 | $1.07M | 0.1% | -15.2% | 0.003% | |
| 4/15/2024 | CFM Wealth Partners LLC | 58,617 | $4.93M | 1.0% | -5.1% | 0.015% | |
| 4/15/2024 | Lpwm LLC | 39,627 | $3.25M | 1.2% | +6.9% | 0.010% | |
| 4/15/2024 | Flagstar Advisors Inc. | 47,415 | $3.99M | 1.1% | +3.8% | 0.012% | |
| 4/15/2024 | Windsor Capital Management LLC | 7,725 | $650K | 0.2% | -2.1% | 0.002% | |
| 4/15/2024 | Security National Bank | 343,196 | $28.86M | 4.4% | N/A | 0.085% | |
| 4/13/2024 | First Financial Corp IN | 4,840 | $407K | 0.2% | N/A | 0.001% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 73,571 | $6.19M | 3.0% | -0.8% | 0.018% | |
| 4/12/2024 | West Coast Financial LLC | 4,364 | $367K | 0.0% | -7.5% | 0.001% | |
| 4/12/2024 | Factory Mutual Insurance Co. | 1,048,700 | $88.19M | 1.0% | -52.1% | 0.261% | |
| 4/12/2024 | Gilman Hill Asset Management LLC | 37,415 | $3.15M | 0.6% | -6.5% | 0.009% | |
| 4/12/2024 | Keystone Wealth Services LLC | 2,456 | $207K | 0.1% | N/A | 0.001% | |
| 4/12/2024 | McNaughton Wealth Management LLC | 7,420 | $624K | 0.3% | -3.2% | 0.002% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 380 | $32K | 0.0% | +120.9% | 0.000% | |
| 4/12/2024 | Global Assets Advisory LLC | 19,715 | $1.66M | 0.0% | N/A | 0.005% | |
| 4/12/2024 | AdvisorNet Financial Inc | 2,232 | $188K | 0.0% | +34.5% | 0.001% | |
| 4/12/2024 | Steph & Co. | 155,900 | $13.11M | 4.5% | +0.7% | 0.039% | |
| 4/12/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 106,383 | $8.95M | 0.9% | -1.9% | 0.026% | |
| 4/11/2024 | City Holding Co. | 64,956 | $5.46M | 0.8% | -0.3% | 0.016% | |
| 4/11/2024 | Security Financial Services INC. | 2,658 | $224K | 0.1% | N/A | 0.001% | |
| 4/11/2024 | Radnor Capital Management LLC | 9,426 | $793K | 0.1% | -24.9% | 0.002% | |
| 4/11/2024 | Salem Investment Counselors Inc. | 81,000 | $6.81M | 0.2% | -0.2% | 0.020% | |
| 4/11/2024 | Unique Wealth LLC | 72,018 | $6.06M | 1.7% | +9.9% | 0.018% | |
| 4/11/2024 | International Assets Investment Management LLC | 2,935 | $245K | 0.0% | -16.3% | 0.001% | |
| 4/11/2024 | Aua Capital Management LLC | 2,519 | $212K | 0.1% | N/A | 0.001% | |
| 4/11/2024 | &PARTNERS | 6,050 | $500K | 0.1% | N/A | 0.002% | |
| 4/11/2024 | Selective Wealth Management Inc. | 9,299 | $762K | 0.3% | N/A | 0.002% | |
| 4/11/2024 | Central Bank & Trust Co. | 13,555 | $1.14M | 0.2% | -3.9% | 0.003% | |
| 4/11/2024 | 17 Capital Partners LLC | 2,440 | $205K | 0.2% | N/A | 0.001% | |
| 4/11/2024 | Optimum Investment Advisors | 7,083 | $596K | 0.3% | +13.7% | 0.002% | |
| 4/11/2024 | Ballew Advisors Inc | 6,780 | $555K | 0.4% | -8.6% | 0.002% | |
| 4/11/2024 | PFW Advisors LLC | 202,188 | $17.00M | 5.2% | -4.1% | 0.050% | |
| 4/11/2024 | BTC Capital Management Inc. | 45,586 | $3.83M | 0.4% | N/A | 0.011% | |
| 4/10/2024 | Marcum Wealth LLC | 10,814 | $909K | 0.1% | -3.3% | 0.003% | |
| 4/10/2024 | Fragasso Group Inc. | 3,714 | $312K | 0.0% | +19.8% | 0.001% | |
| 4/10/2024 | Aprio Wealth Management LLC | 4,043 | $340K | 0.1% | N/A | 0.001% | |
| 4/10/2024 | Park Avenue Securities LLC | 14,597 | $1.23M | 0.0% | -12.1% | 0.004% | |
| 4/10/2024 | SOA Wealth Advisors LLC. | 29,368 | $2.47M | 0.5% | +0.6% | 0.007% | |
| 4/10/2024 | Wedmont Private Capital | 7,198 | $599K | 0.0% | +8.6% | 0.002% | |
| 4/10/2024 | Fulton Bank N.A. | 94,444 | $7.94M | 0.3% | -3.1% | 0.024% | |
| 4/10/2024 | Signal Advisors Wealth LLC | 2,545 | $214K | 0.1% | N/A | 0.001% | |
| 4/9/2024 | Woodstock Corp | 184,249 | $15.49M | 1.6% | -3.1% | 0.047% | |
| 4/9/2024 | Destiny Wealth Partners LLC | 4,371 | $368K | 0.1% | -21.9% | 0.001% | |
| 4/9/2024 | Monterey Private Wealth Inc. | 2,452 | $206K | 0.1% | N/A | 0.001% | |
| 4/9/2024 | Massmutual Trust Co. FSB ADV | 7,997 | $672K | 0.0% | -11.9% | 0.002% | |
| 4/9/2024 | Abner Herrman & Brock LLC | 2,409 | $203K | 0.0% | -50.7% | 0.001% | |
| 4/9/2024 | Lowe Wealth Advisors LLC | 600 | $50K | 0.0% | -33.3% | 0.000% | |
| 4/8/2024 | Evensky & Katz LLC | 25,980 | $2.19M | 0.2% | -7.7% | 0.007% | |
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| 4/8/2024 | Atlas Brown Inc. | 15,430 | $1.30M | 0.5% | +32.9% | 0.004% | |
| 4/5/2024 | First Hawaiian Bank | 11,891 | $1M | 0.0% | -1.1% | 0.003% | |
| 4/5/2024 | GAMMA Investing LLC | 14,449 | $1.22M | 0.2% | +147.5% | 0.004% | |
| 4/5/2024 | Hilltop Wealth Advisors LLC | 21,901 | $1.84M | 0.9% | -12.3% | 0.006% | |
| 4/5/2024 | Summit Financial Group Inc. | 42,793 | $3.60M | 1.3% | +1.0% | 0.011% | |
| 4/5/2024 | NBC Securities Inc. | 42,462 | $3.57M | 0.3% | -1.1% | 0.011% | |
| 4/5/2024 | CWM LLC | 116,732 | $9.82M | 0.1% | +390.1% | 0.030% | |
| 4/4/2024 | Moody National Bank Trust Division | 113,786 | $9.57M | 0.8% | -0.1% | 0.029% | |
| 4/3/2024 | Prairieview Wealth Partners LLC | 37,891 | $3.19M | 2.9% | +68.4% | 0.010% | |
| 4/3/2024 | Versant Capital Management Inc | 4,144 | $348K | 0.1% | -16.0% | 0.001% | |
