| 5/29/2025 | Nova Wealth Management Inc. | 14,667 | $532K | 0.5% | -21.9% | 0.007% | |
| 5/16/2025 | Jones Financial Companies Lllp | 20,290 | $736K | 0.0% | -69.2% | 0.010% | |
| 5/16/2025 | NewEdge Advisors LLC | 606,227 | $22M | 0.1% | +394.0% | 0.284% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 230,833 | $8.38M | 0.1% | +112.7% | 0.108% | |
| 5/15/2025 | Titleist Asset Management LLC | 117,212 | $4.25M | 0.5% | -0.9% | 0.055% | |
| 5/15/2025 | Baird Financial Group Inc. | 20,555 | $746K | 0.0% | +116.0% | 0.010% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 153,475 | $5.57M | 4.0% | +3,626.9% | 0.072% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 39,259 | $1.43M | 1.0% | N/A | 0.018% | |
| 5/14/2025 | SVB Wealth LLC | 2,250 | $82K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,769,905 | $209.39M | 0.1% | +121.4% | 2.702% | |
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| 5/14/2025 | Summit Financial LLC | 40,786 | $1.48M | 0.0% | N/A | 0.019% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 6,089,415 | $220.99M | 3.7% | +168.6% | 2.852% | |
| 5/13/2025 | Gen Wealth Partners Inc | 33,227 | $1.21M | 0.5% | +268.1% | 0.016% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 113,995 | $4.14M | 1.1% | N/A | 0.053% | |
| 5/12/2025 | JPMorgan Chase & Co. | 8,743,968 | $317.32M | 0.0% | +56.1% | 4.095% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 1,860 | $67K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Commonwealth Retirement Investments LLC | 11,459 | $416K | 0.2% | N/A | 0.005% | |
| 5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 37,738 | $1.37M | 0.0% | -15.8% | 0.018% | |
| 5/8/2025 | TIAA Trust National Association | 2,946,662 | $106.93M | 0.3% | +5.6% | 1.380% | |
| 5/8/2025 | Arkadios Wealth Advisors | 15,454 | $561K | 0.0% | +34.7% | 0.007% | |
| 5/2/2025 | Burns Matteson Capital Management LLC | 35,922 | $1.30M | 0.6% | +9.5% | 0.017% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 1,369,512 | $49.70M | 0.2% | +2,956.9% | 0.641% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 5,889 | $214K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | Exchange Capital Management Inc. | 309,169 | $11.22M | 1.8% | +1.1% | 0.145% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 101,113 | $3.57M | 0.9% | +0.4% | 0.047% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 482,788 | $17.52M | 0.4% | -1.4% | 0.226% | |
| 4/30/2025 | Synergy Investment Management LLC | 41,816 | $1.52M | 0.6% | +507.2% | 0.020% | |
| 4/29/2025 | Bank of New York Mellon Corp | 850,625 | $30.87M | 0.0% | +199.8% | 0.398% | |
| 4/29/2025 | Strategic Blueprint LLC | 93,864 | $3.41M | 0.2% | -45.4% | 0.044% | |
| 4/28/2025 | Rosenberg Matthew Hamilton | 744 | $27K | 0.0% | -39.0% | 0.000% | |
| 4/28/2025 | First Horizon Advisors Inc. | 49,288 | $1.79M | 0.1% | +1,063.8% | 0.023% | |
| 4/28/2025 | Private Trust Co. NA | 4,917 | $178K | 0.0% | +38.7% | 0.002% | |
| 4/25/2025 | Richardson Capital Management LLC | 7,053 | $256K | 0.2% | +47.4% | 0.003% | |
| 4/24/2025 | Golden State Wealth Management LLC | 7,545 | $274K | 0.0% | +236.7% | 0.004% | |
| 4/23/2025 | Western Wealth Management LLC | 11,707 | $425K | 0.0% | +18.1% | 0.006% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 5,674 | $206K | 0.0% | +236.7% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 15,636 | $568K | 0.0% | +597.7% | 0.007% | |
| 4/22/2025 | VERITY Wealth Advisors | 71,565 | $2.60M | 1.9% | -12.1% | 0.034% | |
| 4/21/2025 | ORG Partners LLC | 1,404 | $51K | 0.0% | +111.1% | 0.001% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 25,045 | $862K | 0.4% | N/A | 0.012% | |
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| 4/15/2025 | CX Institutional | 843,256 | $30.60M | 1.2% | -31.6% | 0.396% | |
| 4/14/2025 | Farther Finance Advisors LLC | 370,300 | $13.46M | 0.3% | +18.8% | 0.174% | |
| 4/11/2025 | Burkett Financial Services LLC | 29,148 | $1.06M | 0.4% | -2.1% | 0.014% | |
| 4/9/2025 | NBC Securities Inc. | 1,713 | $62K | 0.0% | +171,200.0% | 0.001% | |
| 4/9/2025 | Future Financial Wealth Managment LLC | 116,328 | $4.22M | 3.1% | +3.3% | 0.055% | |
| 4/8/2025 | Global Financial Private Client LLC | 1,251 | $45K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 5,518 | $200K | 0.0% | +18.4% | 0.003% | |
| 4/7/2025 | AdvisorNet Financial Inc | 109,330 | $3.97M | 0.3% | +2.9% | 0.052% | |
| 2/28/2025 | Park Square Financial Group LLC | 27,323 | $949K | 0.7% | N/A | 0.014% | |
| 2/17/2025 | Vermillion & White Wealth Management Group LLC | 4,118 | $143K | 0.1% | +360.6% | 0.002% | |
| 2/17/2025 | Colonial Trust Co SC | 1,970 | $68K | 0.0% | -17.9% | 0.001% | |
| 2/17/2025 | BOKF NA | 371,151 | $12.96M | 0.2% | +31.2% | 0.192% | |
| 2/17/2025 | Ameriprise Financial Inc. | 2,605,566 | $90.52M | 0.0% | +1.3% | 1.347% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 108,538 | $3.77M | 0.0% | -70.0% | 0.056% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 4,277,593 | $148.65M | 1.3% | -1.2% | 2.211% | |
| 2/13/2025 | Keystone Financial Group | 177,006 | $6.15M | 0.6% | N/A | 0.091% | |
| 2/13/2025 | Colonial Trust Advisors | 7,558 | $263K | 0.0% | -5.0% | 0.004% | |
| 2/13/2025 | Canopy Partners LLC | 11,970 | $416K | 0.2% | -2.5% | 0.006% | |
| 2/13/2025 | Titleist Asset Management LLC | 118,270 | $4.11M | 0.5% | +3.1% | 0.061% | |
| 2/12/2025 | OLD Mission Capital LLC | 7,392 | $257K | 0.0% | -97.6% | 0.004% | |
| 2/12/2025 | JPMorgan Chase & Co. | 5,602,781 | $194.70M | 0.0% | +5.1% | 2.895% | |
| 2/11/2025 | TIAA Trust National Association | 2,791,150 | $96.99M | 0.3% | +141.8% | 1.442% | |
| 2/11/2025 | OVERSEA CHINESE BANKING Corp Ltd | 44,800 | $1.56M | 0.0% | -18.5% | 0.023% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,685 | $59K | 0.0% | -51.5% | 0.001% | |
| 2/10/2025 | Farther Finance Advisors LLC | 311,605 | $10.83M | 0.4% | -5.9% | 0.161% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 1,254 | $44K | 0.0% | -33.2% | 0.001% | |
| 2/7/2025 | VERITY Wealth Advisors | 81,445 | $2.83M | 2.0% | +0.5% | 0.042% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 27,816 | $967K | 0.1% | +21.9% | 0.014% | |
| 2/6/2025 | Synergy Investment Management LLC | 6,887 | $239K | 0.1% | N/A | 0.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 65,861 | $2.29M | 0.0% | +21.8% | 0.034% | |
| 2/5/2025 | Noble Wealth Management PBC | 1,500 | $52K | 0.0% | N/A | 0.001% | |
| 2/5/2025 | WR Wealth Planners LLC | 2,267 | $79K | 0.0% | -64.9% | 0.001% | |
| 2/5/2025 | Private Trust Co. NA | 3,546 | $123K | 0.0% | +25.5% | 0.002% | |
| 2/4/2025 | Exchange Capital Management Inc. | 305,939 | $10.63M | 1.7% | +0.9% | 0.158% | |
| 2/4/2025 | Bank of New York Mellon Corp | 283,691 | $9.86M | 0.0% | -85.5% | 0.147% | |
| 2/4/2025 | Richardson Capital Management LLC | 4,786 | $166K | 0.1% | +409.1% | 0.002% | |
| 2/3/2025 | First Horizon Advisors Inc. | 4,235 | $147K | 0.0% | -7.5% | 0.002% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 2,267,240 | $78.79M | 2.2% | -53.8% | 1.172% | |
| 1/31/2025 | Sierra Ocean LLC | 6,848 | $238K | 0.2% | N/A | 0.004% | |
| 1/29/2025 | Collier Financial | 741 | $26K | 0.0% | N/A | 0.000% | |
| 1/29/2025 | Cornerstone Planning Group LLC | 100,673 | $3.63M | 0.9% | +1.3% | 0.052% | |
| 1/29/2025 | Burns Matteson Capital Management LLC | 32,811 | $1.14M | 0.6% | +7.5% | 0.017% | |
| 1/28/2025 | Golden State Wealth Management LLC | 2,241 | $78K | 0.0% | N/A | 0.001% | |
| 1/23/2025 | Strategic Blueprint LLC | 171,813 | $5.97M | 0.4% | -9.7% | 0.089% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 6,320 | $220K | 0.0% | N/A | 0.003% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 107,114 | $3.72M | 0.0% | -2.1% | 0.055% | |
| 1/17/2025 | Park Place Capital Corp | 1,976 | $69K | 0.0% | -35.4% | 0.001% | |
| 1/15/2025 | Arkadios Wealth Advisors | 11,473 | $399K | 0.0% | -9.3% | 0.006% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 1,220 | $42K | 0.0% | N/A | 0.001% | |
| 1/13/2025 | AdvisorNet Financial Inc | 106,208 | $3.69M | 0.3% | +12.6% | 0.055% | |
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| 1/13/2025 | Future Financial Wealth Managment LLC | 112,651 | $3.92M | 2.9% | +6.0% | 0.058% | |
| 1/6/2025 | Burkett Financial Services LLC | 29,784 | $1.04M | 0.4% | +1.2% | 0.015% | |
| 12/26/2024 | JPMorgan Chase & Co. | 5,333,125 | $188.90M | 0.0% | -32.5% | 2.756% | |
| 11/15/2024 | IHT Wealth Management LLC | 89,974 | $3.19M | 0.1% | +0.4% | 0.046% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 362,364 | $12.84M | 0.2% | -20.3% | 0.187% | |
| 11/14/2024 | Flow Traders U.S. LLC | 663,761 | $23.51M | 1.2% | N/A | 0.343% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 35,369 | $1.25M | 0.1% | -78.9% | 0.018% | |
| 11/13/2024 | Private Trust Co. NA | 2,825 | $100K | 0.0% | -49.5% | 0.001% | |
| 11/12/2024 | Canopy Partners LLC | 12,280 | $435K | 0.2% | N/A | 0.006% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 4,556 | $161K | 0.0% | -97.3% | 0.002% | |
