| 6/6/2025 | Blue Oak Capital LLC | 34,586 | $1.32M | 0.7% | -8.3% | 0.123% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,795 | $69K | 0.0% | +28.6% | 0.006% | |
| 5/19/2025 | Jane Street Group LLC | 140,423 | $5.37M | 0.0% | +974.2% | 0.500% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 7,889 | $302K | 0.0% | N/A | 0.028% | |
| 5/15/2025 | OLD Mission Capital LLC | 139,792 | $5.35M | 0.1% | N/A | 0.497% | |
| 5/14/2025 | CreativeOne Wealth LLC | 22,152 | $848K | 0.0% | -5.1% | 0.079% | |
| 5/14/2025 | Comerica Bank | 1,568 | $60K | 0.0% | -51.6% | 0.006% | |
| 5/14/2025 | M Holdings Securities Inc. | 11,139 | $426K | 0.1% | -10.9% | 0.040% | |
| 5/13/2025 | Raymond James Financial Inc. | 948,092 | $36.27M | 0.0% | +2.7% | 3.374% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 563,033 | $21.54M | 0.6% | +14.2% | 2.004% | |
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| 5/12/2025 | JPMorgan Chase & Co. | 20,628,397 | $789.24M | 0.1% | -1.9% | 73.411% | |
| 5/7/2025 | LPL Financial LLC | 165,454 | $6.33M | 0.0% | +1.4% | 0.589% | |
| 5/7/2025 | Advantage Trust Co | 139,295 | $5.33M | 3.2% | +1.1% | 0.496% | |
| 5/6/2025 | Cetera Investment Advisers | 39,688 | $1.52M | 0.0% | +41.3% | 0.141% | |
| 5/5/2025 | Private Advisor Group LLC | 6,354 | $243K | 0.0% | +10.6% | 0.023% | |
| 5/1/2025 | CWM LLC | 6,643 | $254K | 0.0% | -12.5% | 0.023% | |
| 4/29/2025 | Centennial Bank AR | 35,928 | $1.38M | 0.7% | +1.2% | 0.127% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 91,112 | $3.49M | 0.0% | +32.7% | 0.321% | |
| 4/29/2025 | Wayfinding Financial LLC | 10,356 | $396K | 0.2% | +3.3% | 0.036% | |
| 4/29/2025 | Olde Wealth Management LLC | 1,675 | $64K | 0.0% | N/A | 0.006% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 16,087 | $615K | 0.2% | +16.5% | 0.057% | |
| 4/23/2025 | Perigon Wealth Management LLC | 91,844 | $3.51M | 0.1% | +68.4% | 0.323% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 119,124 | $4.56M | 0.2% | -19.8% | 0.419% | |
| 4/21/2025 | MN Wealth Advisors LLC | 16,539 | $633K | 0.4% | -88.5% | 0.058% | |
| 4/18/2025 | Wagner Wealth Management LLC | 175,145 | $6.70M | 1.7% | +10.3% | 0.617% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 543,144 | $20.78M | 0.1% | +3.1% | 1.912% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 17,257 | $660K | 0.0% | -7.2% | 0.061% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 15,981 | $611K | 0.0% | +34.5% | 0.056% | |
| 4/16/2025 | Kelly Financial Group LLC | 404,737 | $15.49M | 2.6% | +15.4% | 1.425% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 261,891 | $10.02M | 0.4% | +3.6% | 0.922% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,293 | $281K | 0.0% | +11.3% | 0.026% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 119,124 | $4.56M | 0.2% | -19.8% | 0.419% | |
| 4/11/2025 | Seneca House Advisors | 9,610 | $368K | 0.2% | -9.4% | 0.034% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 10,128 | $387K | 0.1% | -11.1% | 0.036% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 17,646 | $675K | 0.0% | -3.2% | 0.062% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,879 | $444K | 0.0% | N/A | 0.042% | |
| 2/17/2025 | Visionary Wealth Advisors | 5,577 | $209K | 0.0% | +6.5% | 0.020% | |
| 2/17/2025 | Cetera Investment Advisers | 28,080 | $1.05M | 0.0% | +34.9% | 0.101% | |
| 2/14/2025 | Jane Street Group LLC | 13,072 | $489K | 0.0% | -97.3% | 0.047% | |
| 2/14/2025 | Lido Advisors LLC | 106,022 | $3.97M | 0.0% | +1.7% | 0.381% | |
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| 2/14/2025 | Stifel Financial Corp | 21,259 | $795K | 0.0% | +4.8% | 0.076% | |
| 2/14/2025 | GeoWealth Management LLC | 12,974 | $485K | 0.0% | -7.8% | 0.047% | |
| 2/13/2025 | M Holdings Securities Inc. | 12,495 | $467K | 0.1% | +6.3% | 0.045% | |
| 2/13/2025 | CreativeOne Wealth LLC | 23,336 | $873K | 0.0% | -1.1% | 0.084% | |
| 2/13/2025 | 3Chopt Investment Partners LLC | 13,807 | $517K | 0.2% | +8.2% | 0.050% | |
| 2/13/2025 | Raymond James Financial Inc. | 923,415 | $34.55M | 0.0% | N/A | 3.322% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 68,645 | $2.57M | 0.0% | +24.5% | 0.247% | |
| 2/12/2025 | JPMorgan Chase & Co. | 21,032,724 | $786.83M | 0.1% | +7.7% | 75.657% | |
| 2/11/2025 | LPL Financial LLC | 163,226 | $6.11M | 0.0% | +18.7% | 0.587% | |
| 2/11/2025 | Wayfinding Financial LLC | 10,028 | $375K | 0.2% | N/A | 0.036% | |
| 2/10/2025 | Greenwich Wealth Management LLC | 5,437 | $203K | 0.0% | N/A | 0.020% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 38,532 | $1.44M | 0.0% | +2.1% | 0.139% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,555 | $245K | 0.0% | -40.2% | 0.024% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 493,123 | $18.45M | 0.6% | +10.7% | 1.774% | |
| 2/6/2025 | Raymond James Financial Inc. | 923,415 | $34.55M | 0.0% | N/A | 3.322% | |
| 2/6/2025 | Kelly Financial Group LLC | 350,628 | $13.12M | 4.6% | N/A | 1.261% | |
| 2/6/2025 | Jones Financial Companies Lllp | 5,483 | $205K | 0.0% | +77.1% | 0.020% | |
| 2/3/2025 | Advantage Trust Co | 137,765 | $5.15M | 3.0% | +0.9% | 0.496% | |
| 2/3/2025 | Private Advisor Group LLC | 5,744 | $215K | 0.0% | -35.0% | 0.021% | |
| 2/3/2025 | TBH Global Asset Management LLC | 6,294 | $261K | 0.1% | -76.8% | 0.023% | |
| 1/31/2025 | 5T Wealth LLC | 42,261 | $1.58M | 0.9% | N/A | 0.152% | |
| 1/30/2025 | MN Wealth Advisors LLC | 144,305 | $5.40M | 3.0% | +4.9% | 0.519% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 35,723 | $1.34M | 0.0% | N/A | 0.129% | |
| 1/29/2025 | Wagner Wealth Management LLC | 158,790 | $5.94M | 1.5% | +7.8% | 0.571% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 35,723 | $1.34M | 0.0% | N/A | 0.129% | |
| 1/22/2025 | Perigon Wealth Management LLC | 54,554 | $2.04M | 0.1% | +143.1% | 0.196% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 18,589 | $695K | 0.0% | +13.8% | 0.067% | |
| 1/21/2025 | Seneca House Advisors | 10,610 | $397K | 0.2% | -11.6% | 0.038% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 526,595 | $19.70M | 0.1% | +5.6% | 1.894% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 148,551 | $5.56M | 0.2% | +7.8% | 0.534% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 18,224 | $682K | 0.0% | -4.2% | 0.066% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 11,395 | $426K | 0.1% | +12.6% | 0.041% | |
| 1/13/2025 | AdvisorNet Financial Inc | 3,343 | $125K | 0.0% | N/A | 0.012% | |
| 1/13/2025 | Pallas Capital Advisors LLC | 252,792 | $9.46M | 0.4% | +1.0% | 0.909% | |
| 12/26/2024 | JPMorgan Chase & Co. | 19,536,560 | $792.99M | 0.1% | +1.9% | 70.275% | |
| 11/15/2024 | 3Chopt Investment Partners LLC | 12,758 | $518K | 0.2% | -29.2% | 0.046% | |
| 11/15/2024 | MML Investors Services LLC | 11,247 | $457K | 0.0% | -21.5% | 0.040% | |
| 11/15/2024 | Jane Street Group LLC | 482,833 | $19.60M | 0.0% | -29.7% | 1.737% | |
| 11/14/2024 | Flow Traders U.S. LLC | 187,930 | $7.63M | 0.4% | -32.5% | 0.676% | |
| 11/14/2024 | CreativeOne Wealth LLC | 23,593 | $958K | 0.0% | -21.8% | 0.085% | |
| 11/13/2024 | Bank of Montreal Can | 67,242 | $2.59M | 0.0% | N/A | 0.242% | |
| 11/12/2024 | M Holdings Securities Inc. | 11,756 | $477K | 0.1% | +4.6% | 0.042% | |
| 11/4/2024 | Advantage Trust Co | 136,510 | $5.54M | 3.8% | +0.3% | 0.491% | |
| 10/31/2024 | LGT Financial Advisors LLC | 612 | $25K | 0.1% | +91.3% | 0.002% | |
| 10/29/2024 | Centennial Bank AR | 33,004 | $1.34M | 0.6% | +8.7% | 0.119% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 498,672 | $20.24M | 0.1% | -26.3% | 1.794% | |
| 10/29/2024 | Farther Finance Advisors LLC | 10,970 | $445K | 0.0% | +65.4% | 0.039% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 250,321 | $10.00M | 0.4% | +6.7% | 0.900% | |
| 10/22/2024 | Lake Street Private Wealth LLC | 10,118 | $411K | 0.1% | -30.1% | 0.036% | |
| 10/22/2024 | Private Advisor Group LLC | 8,835 | $359K | 0.0% | +11.5% | 0.032% | |
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| 10/16/2024 | MN Wealth Advisors LLC | 137,573 | $5.58M | 3.2% | -15.8% | 0.495% | |
| 10/11/2024 | Wagner Wealth Management LLC | 147,278 | $5.98M | 1.6% | +6.0% | 0.530% | |
| 10/8/2024 | CWM LLC | 6,903 | $280K | 0.0% | +567.0% | 0.025% | |
| 10/8/2024 | Daymark Wealth Partners LLC | 137,855 | $5.60M | 0.2% | +12.4% | 0.496% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 16,328 | $663K | 0.0% | -1.5% | 0.059% | |
| 10/5/2024 | Seneca House Advisors | 12,005 | $487K | 0.2% | -6.2% | 0.043% | |
| 10/2/2024 | Massmutual Trust Co. FSB ADV | 19,018 | $772K | 0.0% | -38.3% | 0.068% | |
| 9/5/2024 | Sanctuary Advisors LLC | 113,387 | $4.16M | 0.0% | N/A | 0.408% | |
| 8/30/2024 | Centennial Bank AR | 30,366 | $1.16M | 0.6% | +41.4% | 0.109% | |
| 8/22/2024 | Cetera Investment Advisers | 32,425 | $1.24M | 0.0% | -13.1% | 0.117% | |
