| 5/16/2024 | B. Riley Wealth Advisors Inc. | 848,936 | $13.35M | 0.3% | +5.9% | 0.025% | |
| 5/16/2024 | Avenir Corp | 451,019 | $7.10M | 0.6% | +1.4% | 0.013% | |
| 5/16/2024 | WPWealth LLP | 12,266 | $193K | 0.0% | +18.1% | 0.000% | |
| 5/16/2024 | Icon Wealth Advisors LLC | 166,198 | $2.61M | 0.2% | -1.2% | 0.005% | |
| 5/16/2024 | Invenomic Capital Management LP | 1,093,765 | $17.21M | 0.9% | N/A | 0.032% | |
| 5/16/2024 | Kamunting Street Capital Management L.P. | 762,295 | $11.99M | 11.7% | -16.3% | 0.023% | |
|
| 5/16/2024 | BROOKFIELD Corp ON | 12,360,942 | $194.44M | 1.1% | -9.7% | 0.367% | |
| 5/16/2024 | Blackstone Inc. | 147,449,969 | $2.32B | 9.4% | -1.3% | 4.375% | |
| 5/16/2024 | Waverly Advisors LLC | 225,052 | $3.54M | 0.1% | +1.1% | 0.007% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 159,264 | $2.51M | 0.0% | +31.8% | 0.005% | |
| 5/16/2024 | Progeny 3 Inc. | 2,205,785 | $34.70M | 3.8% | +104.6% | 0.065% | |
| 5/16/2024 | Ashford Capital Management Inc. | 155,943 | $2.45M | 0.3% | +281.8% | 0.005% | |
| 5/16/2024 | Berkley W R Corp | 5,334,494 | $83.91M | 4.7% | +11.6% | 0.158% | |
| 5/15/2024 | SVB Wealth LLC | 31,669 | $498K | 0.0% | +40.1% | 0.001% | |
| 5/15/2024 | Energy Income Partners LLC | 24,217,812 | $380.95M | 7.8% | -0.4% | 0.719% | |
| 5/15/2024 | BOKF NA | 639,738 | $10.04M | 0.2% | -0.4% | 0.019% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 117,409 | $1.85M | 0.1% | -3.1% | 0.003% | |
| 5/15/2024 | LRI Investments LLC | 13,490 | $213K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Linscomb Wealth Inc. | 75,094 | $1.18M | 0.1% | +12.3% | 0.002% | |
| 5/15/2024 | Gabelli Funds LLC | 1,256,289 | $19.76M | 0.1% | -0.7% | 0.037% | |
| 5/15/2024 | Gamco Investors INC. ET AL | 88,755 | $1.40M | 0.0% | +373.2% | 0.003% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 15,935,750 | $250.67M | 2.0% | -5.1% | 0.473% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 110,543 | $1.74M | 0.1% | -4.1% | 0.003% | |
| 5/14/2024 | Advisors Asset Management Inc. | 296,909 | $4.67M | 0.1% | -20.2% | 0.009% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 64,420 | $1.01M | 0.0% | -3.8% | 0.002% | |
| 5/14/2024 | EP Wealth Advisors LLC | 39,479 | $621K | 0.0% | -12.4% | 0.001% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 31,729 | $499K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | CreativeOne Wealth LLC | 24,810 | $390K | 0.0% | +14.5% | 0.001% | |
| 5/14/2024 | Mattern Wealth Management LLC | 36,243 | $570K | 0.1% | +22.6% | 0.001% | |
| 5/14/2024 | Nokomis Capital L.L.C. | 92,879 | $1.46M | 0.5% | -18.3% | 0.003% | |
| 5/14/2024 | Payden & Rygel Investment Group | 1,281,890 | $20.16M | 1.0% | N/A | 0.038% | |
| 5/14/2024 | Crewe Advisors LLC | 12,194 | $192K | 0.0% | +2,170.8% | 0.000% | |
| 5/14/2024 | Natixis | 18,020,559 | $283.46M | 1.5% | +20.0% | 0.535% | |
| 5/14/2024 | InterOcean Capital Group LLC | 53,987 | $849K | 0.0% | +13.2% | 0.002% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 24,818 | $390K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 37,671 | $593K | 0.0% | -11.9% | 0.001% | |
| 5/13/2024 | Clearbridge Investments LLC | 24,841,747 | $390.76M | 0.3% | -2.3% | 0.737% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 478,922 | $7.53M | 0.8% | +1.0% | 0.014% | |
| 5/13/2024 | Rockport Wealth LLC | 56,610 | $890K | 0.3% | N/A | 0.002% | |
| 5/11/2024 | Partners Group Holding AG | 30,485 | $480K | 0.0% | -8.1% | 0.001% | |
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| 5/11/2024 | Mark Sheptoff Financial Planning LLC | 12,160 | $191K | 0.1% | +1,166.7% | 0.000% | |
| 5/11/2024 | Cercano Management LLC | 438,495 | $6.90M | 0.2% | +78.2% | 0.013% | |
| 5/11/2024 | Chiron Capital Management LLC | 114,400 | $1.80M | 1.6% | -3.3% | 0.003% | |
| 5/10/2024 | Osaic Holdings Inc. | 3,653,456 | $57.47M | 0.1% | +29.8% | 0.108% | |
| 5/10/2024 | Acadian Asset Management LLC | 137,023 | $2.16M | 0.0% | -35.7% | 0.004% | |
| 5/10/2024 | TIAA Trust National Association | 14,462 | $227K | 0.0% | -4.5% | 0.000% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 17,464 | $275K | 0.0% | +48.8% | 0.001% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 4,129,268 | $64.95M | 9.5% | -5.4% | 0.123% | |
| 5/10/2024 | Mizuho Markets Americas LLC | 30,761 | $484K | 0.0% | -70.8% | 0.001% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 282,604 | $4.45M | 1.6% | +1.9% | 0.008% | |
| 5/10/2024 | TCTC Holdings LLC | 48,308 | $760K | 0.0% | +29.3% | 0.001% | |
| 5/10/2024 | Cumberland Partners Ltd | 366,705 | $5.77M | 0.4% | N/A | 0.011% | |
| 5/10/2024 | GM Advisory Group LLC | 15,566 | $245K | 0.0% | +16.0% | 0.000% | |
| 5/10/2024 | Nwam LLC | 26,526 | $427K | 0.0% | +36.6% | 0.001% | |
| 5/10/2024 | Anthracite Investment Company Inc. | 259,210 | $4.08M | 1.5% | +8.4% | 0.008% | |
| 5/9/2024 | Forum Financial Management LP | 119,075 | $1.87M | 0.0% | +3.4% | 0.004% | |
| 5/9/2024 | Blair William & Co. IL | 411,845 | $6.48M | 0.0% | -0.2% | 0.012% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 143,825 | $2.26M | 0.1% | +17.1% | 0.004% | |
| 5/9/2024 | SageView Advisory Group LLC | 15,926 | $251K | 0.0% | -43.5% | 0.000% | |
| 5/9/2024 | Texas Yale Capital Corp. | 1,157,471 | $18.21M | 0.8% | +0.9% | 0.034% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 4,214 | $66K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | Camelot Portfolios LLC | 33,272 | $523K | 0.5% | -5.0% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 11,070 | $174K | 0.0% | -5.9% | 0.000% | |
| 5/8/2024 | ProShare Advisors LLC | 251,989 | $3.96M | 0.0% | -8.2% | 0.007% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 144,264 | $2.27M | 0.0% | -6.0% | 0.004% | |
| 5/8/2024 | Headlands Technologies LLC | 5,471 | $86K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 814,273 | $12.81M | 0.2% | +2.4% | 0.024% | |
| 5/8/2024 | Inspire Advisors LLC | 23,381 | $368K | 0.1% | -5.6% | 0.001% | |
| 5/8/2024 | Donoghue Forlines LLC | 49,238 | $775K | 0.2% | -12.1% | 0.001% | |
| 5/7/2024 | Sfmg LLC | 31,406 | $494K | 0.0% | +2.2% | 0.001% | |
| 5/7/2024 | Quantum Private Wealth LLC | 116,568 | $1.83M | 0.7% | +21.2% | 0.003% | |
| 5/7/2024 | Chilton Capital Management LLC | 22,106 | $348K | 0.0% | +5.3% | 0.001% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 59,694 | $939K | 0.0% | +1.8% | 0.002% | |
| 5/7/2024 | Atomi Financial Group Inc. | 22,694 | $357K | 0.0% | -7.8% | 0.001% | |
| 5/7/2024 | Redwood Wealth Management Group LLC | 133,291 | $2.10M | 2.2% | -3.1% | 0.004% | |
| 5/7/2024 | Susquehanna Portfolio Strategies LLC | 187,207 | $2.95M | 0.1% | -59.0% | 0.006% | |
| 5/7/2024 | Tectonic Advisors LLC | 382,150 | $6.01M | 0.5% | +8.2% | 0.011% | |
| 5/7/2024 | Aull & Monroe Investment Management Corp | 103,390 | $1.63M | 0.7% | -1.9% | 0.003% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 172,982 | $2.72M | 0.0% | -7.7% | 0.005% | |
| 5/7/2024 | PFG Advisors | 58,362 | $918K | 0.1% | +2.5% | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 703,569 | $11.07M | 0.2% | +3.3% | 0.021% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,723 | $515K | 0.0% | +68.4% | 0.001% | |
| 5/7/2024 | Wealthspire Advisors LLC | 129,808 | $2.04M | 0.0% | -32.0% | 0.004% | |
| 5/7/2024 | SG Americas Securities LLC | 432,254 | $6.80M | 0.0% | +54.6% | 0.013% | |
| 5/7/2024 | CNA Financial Corp | 400,000 | $6.29M | 3.1% | N/A | 0.012% | |
| 5/7/2024 | Empowered Funds LLC | 279,744 | $4.40M | 0.1% | +18.7% | 0.008% | |
| 5/6/2024 | ORG Partners LLC | 357,825 | $5.61M | 10.7% | N/A | 0.011% | |
| 5/6/2024 | CFO4Life Group LLC | 14,434 | $227K | 0.0% | -7.8% | 0.000% | |
| 5/6/2024 | SYM FINANCIAL Corp | 15,341 | $241K | 0.0% | -24.6% | 0.000% | |
| 5/6/2024 | Kayne Anderson Capital Advisors LP | 22,541,271 | $354.57M | 10.0% | -0.6% | 0.669% | |
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| 5/6/2024 | Advisory Services Network LLC | 284,625 | $4.48M | 0.1% | +6.8% | 0.008% | |
| 5/6/2024 | Oxbow Advisors LLC | 469,873 | $7.39M | 1.0% | +290.9% | 0.014% | |
| 5/6/2024 | Cohen Capital Management Inc. | 313,593 | $4.93M | 0.9% | +15.4% | 0.009% | |
| 5/4/2024 | Noesis Capital Mangement Corp | 29,712 | $467K | 0.1% | -11.8% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 80,831 | $1.27M | 0.1% | +3.4% | 0.002% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 44,465 | $699K | 0.4% | -2.3% | 0.001% | |
| 5/3/2024 | FDx Advisors Inc. | 13,733 | $216K | 0.0% | -20.4% | 0.000% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 26,020 | $409K | 0.0% | -26.4% | 0.001% | |
| 5/3/2024 | Smithbridge Asset Management Inc. DE | 17,902 | $282K | 0.1% | -10.5% | 0.001% | |
| 5/3/2024 | Larson Financial Group LLC | 15,551 | $245K | 0.0% | -7.9% | 0.000% | |
