7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,354 | $514K | 0.0% | N/A | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 53,902 | $3.33M | 0.1% | +7.4% | 0.025% | |
6/27/2025 | Goldman Sachs Group Inc. | 128,814 | $7.23M | 0.0% | N/A | 0.060% | |
5/21/2025 | Westbourne Investments Inc. | 3,584 | $201K | 0.1% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 37,974 | $2.13M | 0.0% | +3.3% | 0.018% | |
5/19/2025 | Jane Street Group LLC | 1,145,113 | $64.28M | 0.0% | -63.1% | 0.539% | |
5/16/2025 | Goldman Sachs Group Inc. | 128,814 | $7.23M | 0.0% | N/A | 0.061% | |
5/16/2025 | Jones Financial Companies Lllp | 8,712 | $489K | 0.0% | N/A | 0.004% | |
5/16/2025 | Permanens Capital L.P. | 144,927 | $8.14M | 1.5% | +26.7% | 0.068% | |
5/16/2025 | New Vernon Capital Holdings II LLC | 5,673,452 | $318.45M | 1.4% | +5,576.0% | 2.671% | |
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5/16/2025 | Alliancebernstein L.P. | 815,851 | $45.79M | 0.0% | -11.5% | 0.384% | |
5/16/2025 | 1607 Capital Partners LLC | 699,390 | $39.26M | 3.2% | +1.1% | 0.329% | |
5/15/2025 | EP Wealth Advisors LLC | 2,489 | $140K | 0.0% | -37.5% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 35,989 | $2.02M | 0.0% | -20.3% | 0.017% | |
5/14/2025 | Ieq Capital LLC | 8,666 | $486K | 0.0% | -23.0% | 0.004% | |
5/14/2025 | Jane Street Group LLC | 1,145,113 | $64.28M | 0.0% | -63.1% | 0.554% | |
5/14/2025 | Comerica Bank | 38,758 | $2.18M | 0.0% | +1.7% | 0.019% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,661 | $655K | 0.0% | +13.7% | 0.006% | |
5/14/2025 | Douglass Winthrop Advisors LLC | 12,719 | $714K | 0.0% | N/A | 0.006% | |
5/14/2025 | Flow Traders U.S. LLC | 244,640 | $13.73M | 0.6% | -60.4% | 0.118% | |
5/14/2025 | PGIM Custom Harvest LLC | 91,400 | $5.13M | 0.1% | -5.1% | 0.044% | |
5/14/2025 | TFB Advisors LLC | 5,399 | $303K | 0.1% | -7.2% | 0.003% | |
5/13/2025 | Cresset Asset Management LLC | 5,393 | $303K | 0.0% | -15.5% | 0.003% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 5,197 | $292K | 0.0% | +24.8% | 0.003% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 104,660 | $5.88M | 0.2% | -50.2% | 0.051% | |
5/13/2025 | HighTower Advisors LLC | 289,677 | $16.26M | 0.0% | -25.0% | 0.140% | |
5/12/2025 | AIA Group Ltd | 775,135 | $43.51M | 1.1% | +3.0% | 0.375% | |
5/12/2025 | Maia Wealth LLC | 4,826 | $264K | 0.1% | +10.1% | 0.002% | |
5/12/2025 | JPMorgan Chase & Co. | 133,819,521 | $7.51B | 0.5% | +2.7% | 64.710% | |
5/9/2025 | Exencial Wealth Advisors LLC | 48,034 | $2.70M | 0.1% | +10.7% | 0.023% | |
5/9/2025 | Acima Private Wealth LLC | 55,094 | $3.09M | 1.1% | +1.9% | 0.027% | |
5/9/2025 | ABC Arbitrage SA | 68,592 | $3.85M | 0.7% | +107.0% | 0.033% | |
5/9/2025 | Atria Wealth Solutions Inc. | 10,741 | $603K | 0.0% | -1.7% | 0.005% | |
5/9/2025 | Bank of Nova Scotia | 18,200 | $1.02M | 0.0% | -79.0% | 0.009% | |
5/8/2025 | US Bancorp DE | 9,878 | $554K | 0.0% | -4.7% | 0.005% | |
5/7/2025 | LPL Financial LLC | 375,005 | $21.05M | 0.0% | -23.5% | 0.181% | |
5/6/2025 | Assetmark Inc. | 109,403 | $6.14M | 0.0% | -8.3% | 0.053% | |
5/6/2025 | Cetera Investment Advisers | 13,936 | $782K | 0.0% | +8.5% | 0.007% | |
5/6/2025 | AE Wealth Management LLC | 880 | $49K | 0.0% | -60.7% | 0.000% | |
5/6/2025 | Abel Hall LLC | 3,769 | $212K | 0.1% | -14.6% | 0.002% | |
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5/6/2025 | Mount Lucas Management LP | 62,898 | $3.53M | 1.1% | +192.4% | 0.030% | |
5/6/2025 | Madison Asset Management LLC | 42,928 | $2.41M | 0.0% | -28.7% | 0.021% | |
5/6/2025 | Choreo LLC | 52,419 | $2.94M | 0.0% | +2.5% | 0.025% | |
5/5/2025 | Kestra Private Wealth Services LLC | 6,357 | $357K | 0.0% | -42.4% | 0.003% | |
5/2/2025 | Larson Financial Group LLC | 925 | $52K | 0.0% | -59.7% | 0.000% | |
5/2/2025 | Wealthfront Advisers LLC | 11,719 | $658K | 0.0% | +18.6% | 0.006% | |
5/2/2025 | Leo Wealth LLC | 6,231 | $350K | 0.1% | -34.1% | 0.003% | |
5/1/2025 | LRI Investments LLC | 1,258 | $71K | 0.0% | N/A | 0.001% | |
5/1/2025 | CWM LLC | 58,371 | $3.28M | 0.0% | +57.1% | 0.028% | |
5/1/2025 | 3EDGE Asset Management LP | 40,488 | $2.29M | 0.2% | N/A | 0.020% | |
5/1/2025 | Ballentine Partners LLC | 17,803 | $999K | 0.0% | N/A | 0.009% | |
5/1/2025 | Gateway Wealth Partners LLC | 16,251 | $912K | 0.2% | -21.7% | 0.008% | |
4/30/2025 | Cerity Partners LLC | 11,764 | $660K | 0.0% | +25.6% | 0.006% | |
4/29/2025 | Richard Bernstein Advisors LLC | 478 | $27K | 0.0% | -87.3% | 0.000% | |
4/29/2025 | Cooksen Wealth LLC | 5,398 | $316K | 0.3% | N/A | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 100,555 | $5.64M | 0.0% | -17.4% | 0.049% | |
4/29/2025 | Cloud Capital Management LLC | 13,723 | $770K | 0.5% | N/A | 0.007% | |
4/29/2025 | Bank of New York Mellon Corp | 8,102 | $455K | 0.0% | -54.5% | 0.004% | |
4/29/2025 | Capital Investment Advisory Services LLC | 610 | $34K | 0.0% | N/A | 0.000% | |
4/28/2025 | Summit Place Financial Advisors LLC | 33,620 | $1.89M | 1.1% | +4.1% | 0.016% | |
4/28/2025 | Private Trust Co. NA | 2,465 | $138K | 0.0% | +33.7% | 0.001% | |
4/25/2025 | Custos Family Office LLC | 6,057 | $340K | 0.1% | -7.1% | 0.003% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 203,375 | $11.42M | 0.5% | +2.0% | 0.098% | |
4/24/2025 | Golden State Wealth Management LLC | 1,042 | $59K | 0.0% | -55.5% | 0.001% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 297,323 | $16.69M | 0.0% | -68.0% | 0.144% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 651,549 | $36.91M | 0.1% | -10.7% | 0.315% | |
4/24/2025 | Etesian Wealth Advisors Inc. | 5,235 | $294K | 0.1% | -37.1% | 0.003% | |
4/23/2025 | Perigon Wealth Management LLC | 24,558 | $1.38M | 0.0% | +5.5% | 0.012% | |
4/23/2025 | Golden State Wealth Management LLC | 2,668 | $150K | 0.0% | +13.9% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 116,680 | $6.55M | 0.0% | -8.7% | 0.056% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,135 | $288K | 0.0% | -10.8% | 0.002% | |
4/18/2025 | Birch Hill Investment Advisors LLC | 104,086 | $5.84M | 0.3% | -0.4% | 0.050% | |
4/17/2025 | Inscription Capital LLC | 9,711 | $569K | 0.1% | N/A | 0.005% | |
4/17/2025 | Sowell Financial Services LLC | 5,619 | $315K | 0.0% | N/A | 0.003% | |
4/16/2025 | BigSur Wealth Management LLC | 108,590 | $6.10M | 1.7% | +8.9% | 0.052% | |
4/16/2025 | CVA Family Office LLC | 103,266 | $5.80M | 0.9% | +1.1% | 0.050% | |
4/15/2025 | Focus Financial Network Inc. | 50,205 | $2.82M | 0.1% | +18.6% | 0.024% | |
4/15/2025 | Accurate Wealth Management LLC | 5,188 | $280K | 0.1% | N/A | 0.002% | |
4/14/2025 | First Citizens Bank & Trust Co. | 4,792 | $269K | 0.0% | N/A | 0.002% | |
4/14/2025 | OLD National Bancorp IN | 51,968 | $2.92M | 0.1% | N/A | 0.025% | |
4/10/2025 | Retirement Planning Group LLC | 10,953 | $615K | 0.0% | +5.6% | 0.005% | |
4/7/2025 | Tompkins Financial Corp | 543 | $30K | 0.0% | N/A | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 12,629 | $709K | 0.0% | +7,075.6% | 0.006% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,386 | $296K | 0.0% | N/A | 0.003% | |
2/26/2025 | Yoffe Investment Management LLC | 5,423 | $298K | 0.4% | N/A | 0.003% | |
2/26/2025 | LM Advisors LLC | 4,069 | $223K | 0.0% | N/A | 0.002% | |
2/20/2025 | Mackenzie Financial Corp | 6,690 | $367K | 0.0% | +65.2% | 0.003% | |
2/18/2025 | Orion Capital Management LLC | 717 | $39K | 0.0% | N/A | 0.000% | |
2/17/2025 | Westwood Holdings Group Inc. | 4,126 | $226K | 0.0% | N/A | 0.002% | |
2/17/2025 | Quantinno Capital Management LP | 17,707 | $972K | 0.0% | +4.4% | 0.009% | |
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2/17/2025 | Focus Partners Wealth | 36,755 | $2.02M | 0.0% | N/A | 0.018% | |
2/17/2025 | EP Wealth Advisors LLC | 3,981 | $219K | 0.0% | +25.0% | 0.002% | |
2/17/2025 | Cresset Asset Management LLC | 6,381 | $350K | 0.0% | +33.2% | 0.003% | |
2/17/2025 | Cetera Investment Advisers | 12,841 | $705K | 0.0% | -42.0% | 0.006% | |
2/17/2025 | Baird Financial Group Inc. | 50,635 | $2.78M | 0.0% | -32.2% | 0.025% | |
2/17/2025 | Bank of America Corp DE | 1,391,789 | $76.40M | 0.0% | -13.6% | 0.685% | |
2/17/2025 | Ameriprise Financial Inc. | 266,319 | $14.62M | 0.0% | +5.2% | 0.131% | |
2/14/2025 | Jane Street Group LLC | 3,099,417 | $170.13M | 0.0% | +159.5% | 1.525% | |
2/14/2025 | Comerica Bank | 38,123 | $2.09M | 0.0% | -80.3% | 0.019% | |
2/14/2025 | Northern Trust Corp | 9,907 | $544K | 0.0% | -35.9% | 0.005% | |