| 8/18/2025 | Geneos Wealth Management Inc. | 1,757 | $92K | 0.0% | +45.3% | 0.006% | |
| 8/15/2025 | Captrust Financial Advisors | 32,146 | $1.68M | 0.0% | -14.0% | 0.113% | |
| 8/15/2025 | MML Investors Services LLC | 23,177 | $1.21M | 0.0% | -4.9% | 0.081% | |
| 8/15/2025 | Essential Planning LLC. | 53,090 | $2.77M | 1.0% | +38.1% | 0.186% | |
| 8/15/2025 | Benjamin Edwards Inc. | 3,875 | $202K | 0.0% | -49.4% | 0.014% | |
| 8/15/2025 | Bank of America Corp DE | 405,944 | $21.20M | 0.0% | +5.0% | 1.423% | |
| 8/14/2025 | Raymond James Financial Inc. | 209,844 | $10.96M | 0.0% | +18.3% | 0.736% | |
| 8/13/2025 | Saiph Capital LLC | 24,760 | $1.29M | 0.4% | -5.0% | 0.087% | |
| 8/13/2025 | M&T Bank Corp | 972,751 | $50.81M | 0.2% | -3.0% | 3.410% | |
| 8/13/2025 | MBM Wealth Consultants LLC | 240,514 | $12.56M | 3.4% | +3.8% | 0.843% | |
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| 8/12/2025 | J.W. Cole Advisors Inc. | 6,232 | $325K | 0.0% | N/A | 0.022% | |
| 8/12/2025 | Jaffetilchin Investment Partners LLC | 11,526 | $602K | 0.0% | N/A | 0.040% | |
| 8/12/2025 | Intellus Advisors LLC | 201,974 | $10.55M | 1.6% | +1.6% | 0.708% | |
| 8/12/2025 | JPMorgan Chase & Co. | 19,325,509 | $1.01B | 0.1% | +119.2% | 67.738% | |
| 8/11/2025 | Diversified Portfolios Inc. | 8,388 | $438K | 0.0% | N/A | 0.029% | |
| 8/8/2025 | Cetera Investment Advisers | 44,386 | $2.32M | 0.0% | +31.2% | 0.156% | |
| 8/8/2025 | Kane Investment Management Inc. | 32,415 | $1.69M | 0.9% | +172.3% | 0.114% | |
| 8/8/2025 | Good Life Advisors LLC | 7,726 | $404K | 0.0% | N/A | 0.027% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 62,376 | $3.26M | 0.5% | N/A | 0.219% | |
| 8/1/2025 | Winebrenner Capital Management LLC | 39,716 | $2.07M | 1.7% | +27.4% | 0.139% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 26,286 | $1.37M | 0.0% | +30.2% | 0.092% | |
| 7/30/2025 | D.A. Davidson & CO. | 35,998 | $1.88M | 0.0% | -6.6% | 0.126% | |
| 7/29/2025 | Members Advisory Group LLC | 61,139 | $3.19M | 1.2% | -2.1% | 0.214% | |
| 7/29/2025 | Private Trust Co. NA | 6,401 | $334K | 0.0% | +11.1% | 0.022% | |
| 7/28/2025 | Harbour Investments Inc. | 2,026 | $106K | 0.0% | +10.8% | 0.007% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 199,767 | $10.43M | 1.0% | -22.5% | 0.700% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 5,187 | $271K | 0.1% | N/A | 0.018% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 58,916 | $3.08M | 0.1% | -4.3% | 0.207% | |
| 7/21/2025 | Ascent Group LLC | 27,592 | $1.44M | 0.1% | N/A | 0.097% | |
| 7/18/2025 | PFG Investments LLC | 4,101 | $214K | 0.0% | -54.9% | 0.014% | |
| 7/18/2025 | Truist Financial Corp | 11,002 | $575K | 0.0% | +17.2% | 0.039% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,039 | $368K | 0.0% | N/A | 0.025% | |
| 7/17/2025 | XY Planning Network Inc. | 8,359 | $437K | 0.1% | N/A | 0.029% | |
| 7/17/2025 | KWB Wealth | 5,544 | $288K | 0.0% | +36.9% | 0.019% | |
| 7/16/2025 | Swisher Financial Concepts Inc. | 5,592 | $292K | 0.2% | -7.0% | 0.020% | |
| 7/16/2025 | MBE Wealth Management LLC | 8,653 | $452K | 0.2% | N/A | 0.030% | |
| 7/15/2025 | FMA Wealth Management LLC | 232,824 | $12.16M | 9.0% | +1.1% | 0.816% | |
| 7/15/2025 | GSB Wealth Management LLC | 81,329 | $4.25M | 1.0% | +31.8% | 0.285% | |
| 7/9/2025 | Bulwark Capital Corp | 120,248 | $6.28M | 5.3% | N/A | 0.421% | |
| 7/3/2025 | McLean Asset Management Corp | 4,992 | $260K | 0.1% | N/A | 0.017% | |
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| 5/19/2025 | Jane Street Group LLC | 39,103 | $2.03M | 0.0% | +140.0% | 0.170% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 45,069 | $2.34M | 0.2% | N/A | 0.196% | |
| 5/15/2025 | TD Capital Management LLC | 161,962 | $8.42M | 0.9% | +126.1% | 0.703% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 12,009 | $624K | 0.0% | +11.5% | 0.052% | |
| 5/14/2025 | Comerica Bank | 7,250 | $377K | 0.0% | N/A | 0.031% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,869 | $513K | 0.0% | +20.0% | 0.043% | |
| 5/14/2025 | Flow Traders U.S. LLC | 18,710 | $973K | 0.0% | +93.9% | 0.081% | |
| 5/13/2025 | Raymond James Financial Inc. | 177,363 | $9.22M | 0.0% | +148.9% | 0.769% | |
| 5/13/2025 | Saiph Capital LLC | 26,054 | $1.36M | 0.5% | -1.7% | 0.113% | |
| 5/13/2025 | HighTower Advisors LLC | 247,299 | $12.86M | 0.0% | +88.6% | 1.073% | |
| 5/12/2025 | Benjamin Edwards Inc. | 7,653 | $398K | 0.0% | N/A | 0.033% | |
| 5/12/2025 | JPMorgan Chase & Co. | 8,816,974 | $458.48M | 0.0% | +4.6% | 38.252% | |
| 5/12/2025 | Flagship Wealth Advisors LLC | 1,726 | $90K | 0.0% | -17.0% | 0.007% | |
| 5/8/2025 | Schiavi & Co LLC | 703,993 | $36.61M | 13.4% | N/A | 3.141% | |
| 5/8/2025 | MONECO Advisors LLC | 67,466 | $3.51M | 0.4% | -12.9% | 0.301% | |
| 5/8/2025 | Harbour Investments Inc. | 1,829 | $95K | 0.0% | +36.2% | 0.008% | |
| 5/7/2025 | LPL Financial LLC | 311,681 | $16.21M | 0.0% | +1.9% | 1.391% | |
| 5/7/2025 | Intellus Advisors LLC | 198,782 | $10.34M | 1.8% | +3.4% | 0.887% | |
| 5/7/2025 | Vawter Financial Ltd. | 4,800 | $250K | 0.1% | N/A | 0.021% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 6,982 | $363K | 0.0% | -95.7% | 0.031% | |
| 5/6/2025 | Cetera Investment Advisers | 33,822 | $1.76M | 0.0% | +36.8% | 0.151% | |
| 5/5/2025 | Members Advisory Group LLC | 62,419 | $3.25M | 1.4% | +3.6% | 0.279% | |
| 5/5/2025 | Private Advisor Group LLC | 15,319 | $797K | 0.0% | -26.8% | 0.068% | |
| 4/30/2025 | Cerity Partners LLC | 8,279 | $430K | 0.0% | N/A | 0.037% | |
| 4/30/2025 | M&T Bank Corp | 1,002,881 | $52.15M | 0.2% | +17.2% | 4.475% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 20,191 | $1.05M | 0.0% | +12.7% | 0.090% | |
| 4/28/2025 | D.A. Davidson & CO. | 38,528 | $2.00M | 0.0% | +1.7% | 0.172% | |
| 4/28/2025 | MBM Wealth Consultants LLC | 231,678 | $12.05M | 3.6% | +6.7% | 1.034% | |
| 4/28/2025 | Rossby Financial LCC | 968 | $50K | 0.0% | N/A | 0.004% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 257,656 | $13.40M | 1.4% | +16.6% | 1.150% | |
| 4/22/2025 | FMA Wealth Management LLC | 230,299 | $11.99M | 9.2% | +0.2% | 1.028% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,572 | $914K | 0.0% | +6.8% | 0.078% | |
| 4/22/2025 | PFG Investments LLC | 9,103 | $473K | 0.0% | +2.8% | 0.041% | |
| 4/18/2025 | GSB Wealth Management LLC | 61,708 | $3.21M | 0.8% | +164.1% | 0.280% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 61,592 | $3.20M | 0.1% | +24.1% | 0.279% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,000 | $156K | 0.0% | N/A | 0.014% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 600,504 | $31.23M | 0.6% | +3.4% | 2.721% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 6,016 | $313K | 0.3% | +5.0% | 0.027% | |
| 2/19/2025 | WCG Wealth Advisors LLC | 10,772 | $555K | 0.0% | N/A | 0.079% | |
| 2/18/2025 | MidWestOne Financial Group Inc. | 40,444 | $2.08M | 0.3% | -1.4% | 0.298% | |
| 2/17/2025 | WBI Investments LLC | 34,725 | $1.79M | 0.4% | -42.8% | 0.256% | |
| 2/17/2025 | Cetera Investment Advisers | 24,729 | $1.27M | 0.0% | +32.0% | 0.182% | |
| 2/17/2025 | Captrust Financial Advisors | 49,067 | $2.53M | 0.0% | -13.5% | 0.361% | |
| 2/17/2025 | Bank of America Corp DE | 292,332 | $15.06M | 0.0% | +30.7% | 2.151% | |
| 2/14/2025 | Jane Street Group LLC | 16,295 | $840K | 0.0% | +83.9% | 0.120% | |
| 2/13/2025 | Family Office Research LLC | 4,312 | $222K | 0.1% | N/A | 0.032% | |
| 2/13/2025 | Raymond James Financial Inc. | 71,269 | $3.67M | 0.0% | N/A | 0.524% | |
| 2/13/2025 | Swisher Financial Concepts Inc. | 5,727 | $295K | 0.3% | -54.3% | 0.042% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,921 | $923K | 0.0% | -37.9% | 0.132% | |
| 2/11/2025 | LPL Financial LLC | 305,777 | $15.75M | 0.0% | +17.7% | 2.250% | |
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| 2/11/2025 | Intellus Advisors LLC | 192,193 | $9.90M | 1.7% | N/A | 1.414% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 2,080 | $107K | 0.1% | N/A | 0.015% | |
| 2/10/2025 | Harbour Investments Inc. | 1,343 | $69K | 0.0% | +25.9% | 0.010% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 36,319 | $1.87M | 0.0% | +16.7% | 0.267% | |
| 2/10/2025 | Essential Planning LLC. | 869,449 | $44.92M | 0.3% | +7,932.6% | 6.398% | |
| 2/7/2025 | HighTower Advisors LLC | 131,099 | $6.75M | 0.0% | N/A | 0.965% | |
| 2/6/2025 | Raymond James Financial Inc. | 71,269 | $3.67M | 0.0% | N/A | 0.524% | |
| 2/6/2025 | M&T Bank Corp | 855,538 | $44.08M | 0.1% | N/A | 6.295% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,655 | $137K | 0.0% | +205.2% | 0.020% | |
| 2/6/2025 | Jones Financial Companies Lllp | 13,635 | $702K | 0.0% | +29.5% | 0.100% | |
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