7/24/2025 | Robertson Stephens Wealth Management LLC | 77,671 | $5.24M | 0.2% | -7.8% | 0.115% | |
7/24/2025 | Blair William & Co. IL | 26,202 | $1.77M | 0.0% | +13.8% | 0.039% | |
7/23/2025 | 1 North Wealth Services LLC | 107,035 | $7.22M | 2.9% | N/A | 0.158% | |
7/23/2025 | Foresight Capital Management Advisors Inc. | 38,953 | $2.63M | 1.5% | N/A | 0.057% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 7,794 | $526K | 0.0% | N/A | 0.012% | |
7/21/2025 | Custos Family Office LLC | 4,356 | $294K | 0.1% | -14.9% | 0.006% | |
7/21/2025 | Greenwood Capital Associates LLC | 350,398 | $23.64M | 2.9% | +6.2% | 0.517% | |
7/17/2025 | Global Trust Asset Management LLC | 2,950 | $199K | 0.1% | N/A | 0.004% | |
7/16/2025 | Perigon Wealth Management LLC | 23,737 | $1.60M | 0.0% | +14.0% | 0.035% | |
7/15/2025 | Ballentine Partners LLC | 3,600 | $243K | 0.0% | -17.0% | 0.005% | |
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7/15/2025 | Kelly Financial Group LLC | 25,121 | $1.70M | 0.3% | +5.7% | 0.037% | |
7/14/2025 | Park Avenue Securities LLC | 3,251 | $219K | 0.0% | -6.1% | 0.005% | |
7/11/2025 | Farther Finance Advisors LLC | 661 | $45K | 0.0% | +1,196.1% | 0.001% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 25,478 | $1.72M | 0.5% | +26.4% | 0.038% | |
7/10/2025 | Secure Asset Management LLC | 36,952 | $2.49M | 0.5% | +41.9% | 0.055% | |
7/9/2025 | Breakwater Investment Management | 19,710 | $1.33M | 0.5% | +4.3% | 0.029% | |
6/27/2025 | Goldman Sachs Group Inc. | 3,562 | $220K | 0.0% | N/A | 0.005% | |
5/19/2025 | Jane Street Group LLC | 1,624,978 | $100.47M | 0.0% | +375.5% | 2.404% | |
5/16/2025 | Goldman Sachs Group Inc. | 3,562 | $220K | 0.0% | N/A | 0.005% | |
5/15/2025 | EP Wealth Advisors LLC | 1,649 | $102K | 0.0% | -30.6% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 24,816 | $1.53M | 0.0% | +276.0% | 0.037% | |
5/14/2025 | Jane Street Group LLC | 1,624,978 | $100.47M | 0.0% | +375.5% | 2.404% | |
5/14/2025 | Comerica Bank | 21,306 | $1.32M | 0.0% | -4.8% | 0.032% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,339 | $701K | 0.0% | +6.1% | 0.017% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 35,243 | $2.18M | 0.1% | +6.0% | 0.052% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 163,596 | $10.13M | 0.1% | N/A | 0.242% | |
5/13/2025 | Cresset Asset Management LLC | 4,329 | $268K | 0.0% | -35.2% | 0.006% | |
5/13/2025 | Horizon Investments LLC | 374,006 | $23.13M | 0.7% | +49,502.9% | 0.558% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 27,850 | $1.72M | 0.0% | +0.7% | 0.042% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 16,358 | $1.01M | 0.0% | N/A | 0.024% | |
5/13/2025 | HighTower Advisors LLC | 5,996 | $371K | 0.0% | -13.9% | 0.009% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 4,721 | $292K | 0.2% | N/A | 0.007% | |
5/12/2025 | Atlas Capital Advisors Inc. | 36,107 | $2.23M | 0.3% | +51.9% | 0.054% | |
5/12/2025 | JPMorgan Chase & Co. | 42,081,126 | $2.60B | 0.2% | -4.2% | 62.808% | |
5/9/2025 | Atria Wealth Solutions Inc. | 9,185 | $568K | 0.0% | -7.6% | 0.014% | |
5/7/2025 | LPL Financial LLC | 107,274 | $6.63M | 0.0% | +23.7% | 0.160% | |
5/7/2025 | Brandywine Oak Private Wealth LLC | 34,714 | $2.15M | 0.2% | -3.9% | 0.052% | |
5/6/2025 | Assetmark Inc. | 3,423 | $212K | 0.0% | +81.9% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 39,033 | $2.41M | 0.0% | +134.9% | 0.058% | |
5/5/2025 | Kestra Private Wealth Services LLC | 7,397 | $457K | 0.0% | -21.2% | 0.011% | |
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5/2/2025 | Whittier Trust Co. | 430 | $27K | 0.0% | -32.3% | 0.001% | |
5/2/2025 | Signaturefd LLC | 1,400 | $87K | 0.0% | N/A | 0.002% | |
5/1/2025 | Sentinel Trust Co. LBA | 9,021 | $558K | 0.1% | -2.5% | 0.013% | |
5/1/2025 | Ballentine Partners LLC | 4,339 | $268K | 0.0% | N/A | 0.006% | |
4/30/2025 | Cerity Partners LLC | 4,392 | $272K | 0.0% | N/A | 0.007% | |
4/29/2025 | Envestnet Asset Management Inc. | 48,853 | $3.02M | 0.0% | +641.4% | 0.073% | |
4/29/2025 | Cloud Capital Management LLC | 3,200 | $197K | 0.1% | N/A | 0.005% | |
4/29/2025 | Bank of New York Mellon Corp | 90,765 | $5.61M | 0.0% | +2,289.8% | 0.135% | |
4/28/2025 | Private Trust Co. NA | 1,160 | $72K | 0.0% | +323.4% | 0.002% | |
4/25/2025 | Custos Family Office LLC | 5,116 | $316K | 0.1% | -8.1% | 0.008% | |
4/24/2025 | Golden State Wealth Management LLC | 1,257 | $78K | 0.0% | N/A | 0.002% | |
4/24/2025 | Legacy CG LLC | 80,114 | $4.95M | 1.6% | N/A | 0.120% | |
4/23/2025 | Perigon Wealth Management LLC | 20,829 | $1.29M | 0.0% | +25.7% | 0.031% | |
4/23/2025 | Golden State Wealth Management LLC | 1,257 | $78K | 0.0% | N/A | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,884 | $1.04M | 0.0% | +22.8% | 0.025% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,793 | $544K | 0.0% | N/A | 0.013% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 84,232 | $5.21M | 0.2% | N/A | 0.126% | |
4/17/2025 | Inscription Capital LLC | 6,819 | $405K | 0.1% | N/A | 0.010% | |
4/17/2025 | Breakwater Investment Management | 18,893 | $1.17M | 0.5% | -4.0% | 0.028% | |
4/16/2025 | Kelly Financial Group LLC | 23,769 | $1.47M | 0.2% | -4.6% | 0.036% | |
4/15/2025 | Sapient Capital LLC | 4,969 | $307K | 0.0% | -6.0% | 0.007% | |
4/15/2025 | Greenwood Capital Associates LLC | 329,796 | $20.39M | 2.8% | +4.6% | 0.495% | |
4/14/2025 | Park Avenue Securities LLC | 3,463 | $214K | 0.0% | N/A | 0.005% | |
4/14/2025 | OLD National Bancorp IN | 32,507 | $2.01M | 0.1% | N/A | 0.049% | |
4/11/2025 | AFG Fiduciary Services Limited Partnership | 20,156 | $1.20M | 0.4% | N/A | 0.030% | |
4/10/2025 | Secure Asset Management LLC | 26,041 | $1.61M | 0.3% | +20.4% | 0.039% | |
4/9/2025 | Hardin Capital Partners LLC | 3,656 | $226K | 0.1% | N/A | 0.005% | |
2/26/2025 | Yoffe Investment Management LLC | 10,642 | $590K | 0.8% | N/A | 0.016% | |
2/17/2025 | Quantinno Capital Management LP | 36,867 | $2.04M | 0.0% | +19.4% | 0.028% | |
2/17/2025 | EP Wealth Advisors LLC | 2,376 | $132K | 0.0% | +22.7% | 0.002% | |
2/17/2025 | Cresset Asset Management LLC | 6,677 | $370K | 0.0% | +65.3% | 0.005% | |
2/17/2025 | Cetera Investment Advisers | 16,619 | $921K | 0.0% | -55.5% | 0.013% | |
2/17/2025 | Captrust Financial Advisors | 10,473 | $580K | 0.0% | -3.2% | 0.008% | |
2/17/2025 | Bank of America Corp DE | 124,873 | $6.92M | 0.0% | -39.4% | 0.095% | |
2/17/2025 | Ameriprise Financial Inc. | 5,550 | $308K | 0.0% | +17.3% | 0.004% | |
2/14/2025 | Jane Street Group LLC | 341,706 | $18.94M | 0.0% | -66.7% | 0.261% | |
2/14/2025 | Comerica Bank | 22,384 | $1.24M | 0.0% | -4.5% | 0.017% | |
2/14/2025 | Northern Trust Corp | 5,600 | $310K | 0.0% | -17.3% | 0.004% | |
2/14/2025 | Beacon Pointe Advisors LLC | 50,837 | $2.82M | 0.0% | -3.0% | 0.039% | |
2/14/2025 | Tudor Investment Corp ET AL | 9,200 | $510K | 0.0% | N/A | 0.007% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 27,654 | $1.53M | 0.0% | -2.3% | 0.021% | |
2/14/2025 | Susquehanna International Group LLP | 52,313 | $2.90M | 0.0% | N/A | 0.040% | |
2/14/2025 | MML Investors Services LLC | 31,667 | $1.76M | 0.0% | +11.8% | 0.024% | |
2/14/2025 | Arvest Bank Trust Division | 248,291 | $13.76M | 0.8% | -23.1% | 0.189% | |
2/13/2025 | Marshall Wace LLP | 115,281 | $6.39M | 0.0% | N/A | 0.088% | |
2/13/2025 | Mariner LLC | 13,291 | $737K | 0.0% | -30.6% | 0.010% | |
2/13/2025 | Rockefeller Capital Management L.P. | 11,715 | $649K | 0.0% | -34.1% | 0.009% | |
2/13/2025 | Bessemer Group Inc. | 5,760 | $319K | 0.0% | N/A | 0.004% | |
2/13/2025 | Raymond James Financial Inc. | 7,556 | $419K | 0.0% | N/A | 0.006% | |
2/13/2025 | Envestnet Asset Management Inc. | 6,589 | $365K | 0.0% | -92.0% | 0.005% | |
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2/13/2025 | Wells Fargo & Company MN | 17,750 | $984K | 0.0% | -11.8% | 0.014% | |
2/12/2025 | Yoffe Investment Management LLC | 16,184 | $897K | 0.9% | N/A | 0.012% | |
2/12/2025 | Atlas Capital Advisors Inc. | 23,772 | $1.32M | 0.2% | -9.1% | 0.018% | |
2/12/2025 | OLD Mission Capital LLC | 63,713 | $3.53M | 0.1% | +1,095.6% | 0.049% | |
2/12/2025 | Brown Brothers Harriman & Co. | 1,440 | $80K | 0.0% | +41.0% | 0.001% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,874 | $270K | 0.0% | -8.4% | 0.004% | |
2/12/2025 | Blair William & Co. IL | 22,985 | $1.27M | 0.0% | -0.8% | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 43,942,695 | $2.44B | 0.2% | -50.7% | 33.531% | |
2/11/2025 | TIAA Trust National Association | 5,722 | $317K | 0.0% | N/A | 0.004% | |
2/11/2025 | LPL Financial LLC | 86,750 | $4.81M | 0.0% | -5.5% | 0.066% | |