| 6/6/2025 | eCIO Inc. | 4,810 | $252K | 0.1% | N/A | 0.001% | |
| 5/20/2025 | Strive Asset Management LLC | 7,870 | $412K | 0.3% | +30.0% | 0.002% | |
| 5/16/2025 | Peloton Wealth Strategists | 11,860 | $621K | 0.3% | -2.5% | 0.003% | |
| 5/16/2025 | Alexis Investment Partners LLC | 17,850 | $935K | 0.4% | +93.0% | 0.004% | |
| 5/16/2025 | American Family Investments Inc. | 185,000 | $9.69M | 0.7% | -72.4% | 0.046% | |
| 5/15/2025 | Baird Financial Group Inc. | 323,130 | $16.92M | 0.0% | +2.2% | 0.080% | |
| 5/15/2025 | OLD Mission Capital LLC | 35,334 | $1.85M | 0.0% | N/A | 0.009% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 5,839 | $306K | 0.2% | -7.1% | 0.001% | |
| 5/14/2025 | Keeley Teton Advisors LLC | 8,882 | $465K | 0.1% | -5.3% | 0.002% | |
| 5/14/2025 | Allstate Corp | 4,149,335 | $217.30M | 6.4% | +0.8% | 1.033% | |
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| 5/14/2025 | Ameriprise Financial Inc. | 13,777,629 | $729.41M | 0.2% | +3.9% | 3.429% | |
| 5/14/2025 | Summit Financial LLC | 257,948 | $13.51M | 0.4% | +11.0% | 0.064% | |
| 5/14/2025 | Flow Traders U.S. LLC | 148,792 | $7.79M | 0.3% | N/A | 0.037% | |
| 5/14/2025 | Colonial Trust Advisors | 3,648 | $191K | 0.0% | +12.3% | 0.001% | |
| 5/14/2025 | Disciplina Capital Management LLC | 232,437 | $12.17M | 1.8% | +84.3% | 0.058% | |
| 5/12/2025 | SouthState Corp | 91,071 | $4.77M | 0.2% | -5.6% | 0.023% | |
| 5/12/2025 | JPMorgan Chase & Co. | 2,811,691 | $147.25M | 0.0% | -11.1% | 0.700% | |
| 5/12/2025 | Zions Bancorporation National Association UT | 3,000 | $157K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 47,059 | $2.46M | 0.1% | -20.1% | 0.012% | |
| 5/9/2025 | City of London Investment Management Co. Ltd. | 16,569 | $868K | 0.1% | +44.5% | 0.004% | |
| 5/9/2025 | West Michigan Advisors LLC | 6,228 | $326K | 0.1% | -4.6% | 0.002% | |
| 5/9/2025 | iA Global Asset Management Inc. | 50,000 | $2.62M | 0.0% | N/A | 0.012% | |
| 5/8/2025 | Strategic Advocates LLC | 305,260 | $15.99M | 5.6% | +68.5% | 0.076% | |
| 5/8/2025 | Davis R M Inc. | 139,067 | $7.28M | 0.1% | -6.3% | 0.035% | |
| 5/8/2025 | SlateStone Wealth LLC | 18,995 | $995K | 0.1% | +30.6% | 0.005% | |
| 5/8/2025 | Arkadios Wealth Advisors | 35,571 | $1.86M | 0.1% | +27.5% | 0.009% | |
| 5/7/2025 | NYL Investors LLC | 4,923,053 | $257.82M | 16.5% | -49.3% | 1.225% | |
| 5/7/2025 | Vantage Financial Partners LLC | 79,435 | $4.16M | 1.0% | +49.0% | 0.020% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 1,236 | $65K | 0.0% | +64.6% | 0.000% | |
| 5/7/2025 | FourThought Financial Partners LLC | 6,076 | $318K | 0.0% | -52.3% | 0.002% | |
| 5/7/2025 | Nvwm LLC | 36,301 | $1.90M | 0.5% | +79.0% | 0.009% | |
| 5/7/2025 | Equitable Trust Co. | 133,073 | $6.97M | 0.4% | +1.1% | 0.033% | |
| 5/6/2025 | Winthrop Capital Management LLC | 40,320 | $2.11M | 0.6% | +18.8% | 0.010% | |
| 5/6/2025 | Boyd Watterson Asset Management LLC OH | 205,399 | $10.76M | 3.4% | -59.3% | 0.051% | |
| 5/6/2025 | City National Bank of Florida MSD | 27,976 | $1.47M | 1.3% | -4.2% | 0.007% | |
| 5/6/2025 | Mount Lucas Management LP | 14,523 | $761K | 0.2% | -1.9% | 0.004% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 175,563 | $9.19M | 0.2% | +2.1% | 0.044% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 81,579 | $4.27M | 1.4% | +5.1% | 0.020% | |
| 5/5/2025 | Hollencrest Capital Management | 56,397 | $2.95M | 0.1% | -4.8% | 0.014% | |
| 5/2/2025 | Graypoint LLC | 438,642 | $22.97M | 1.4% | +25.0% | 0.109% | |
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| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 7,125 | $373K | 0.0% | -4.2% | 0.002% | |
| 5/2/2025 | Whittier Trust Co. | 59,209 | $3.10M | 0.0% | -7.2% | 0.015% | |
| 5/2/2025 | Graybill Wealth Management LTD. | 85,334 | $4.47M | 1.5% | N/A | 0.021% | |
| 5/2/2025 | United Community Bank | 34,133 | $1.79M | 0.7% | -25.8% | 0.008% | |
| 5/1/2025 | FDx Advisors Inc. | 34,873 | $1.83M | 0.6% | -6.1% | 0.009% | |
| 5/1/2025 | BankPlus Trust Department | 14,184 | $743K | 0.2% | +5.8% | 0.004% | |
| 4/30/2025 | DMC Group LLC | 56,819 | $2.98M | 2.4% | +23.7% | 0.014% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 46,457 | $2.43M | 0.4% | -4.6% | 0.012% | |
| 4/30/2025 | Leavell Investment Management Inc. | 459,636 | $24.07M | 1.2% | +8.1% | 0.114% | |
| 4/29/2025 | Cooksen Wealth LLC | 32,815 | $1.68M | 1.7% | +3.6% | 0.008% | |
| 4/29/2025 | TD Private Client Wealth LLC | 546,464 | $28.62M | 0.8% | +23.5% | 0.136% | |
| 4/29/2025 | Bank of New York Mellon Corp | 470,015 | $24.62M | 0.0% | +3.7% | 0.117% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,617 | $84K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Olde Wealth Management LLC | 1,313 | $68K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | Meritage Portfolio Management | 180,889 | $9.47M | 0.6% | -2.6% | 0.045% | |
| 4/28/2025 | Buffington Mohr McNeal | 59,239 | $3.10M | 0.6% | -8.6% | 0.015% | |
| 4/28/2025 | Private Trust Co. NA | 5,045 | $264K | 0.0% | -33.4% | 0.001% | |
| 4/28/2025 | New South Capital Management Inc. | 65,613 | $3.44M | 0.2% | -2.5% | 0.016% | |
| 4/28/2025 | Money Design Co. Ltd. | 669,063 | $35.04M | 1.7% | -45.5% | 0.166% | |
| 4/25/2025 | Argent Advisors Inc. | 28,417 | $1.49M | 0.5% | -46.2% | 0.007% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 915,800 | $47.96M | 0.0% | +119.5% | 0.227% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 88,381 | $4.63M | 0.5% | +3.7% | 0.022% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 4,052 | $212K | 0.1% | -19.7% | 0.001% | |
| 4/24/2025 | Bull Street Advisors LLC | 82,530 | $4.32M | 2.1% | -2.4% | 0.020% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 8,487 | $444K | 0.0% | N/A | 0.002% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 950,228 | $49.76M | 8.6% | +0.4% | 0.235% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 650,747 | $34.08M | 0.5% | +3.4% | 0.161% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 11,463 | $600K | 0.0% | +27.0% | 0.003% | |
| 4/24/2025 | Park Place Capital Corp | 4,802 | $251K | 0.1% | -20.7% | 0.001% | |
| 4/23/2025 | Alpine Bank Wealth Management | 1,720 | $90K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 17,545 | $919K | 0.0% | -4.7% | 0.004% | |
| 4/22/2025 | Diversified Portfolios Inc. | 104,552 | $5.48M | 0.6% | -1.1% | 0.026% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 177,557 | $9.30M | 0.0% | +22.3% | 0.044% | |
| 4/22/2025 | Innealta Capital LLC | 6,823 | $357K | 0.2% | -8.5% | 0.002% | |
| 4/22/2025 | First PREMIER Bank | 1,709 | $90K | 0.0% | -20.1% | 0.000% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 6,216 | $326K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | Janney Capital Management LLC | 7,880 | $413K | 0.0% | -6.0% | 0.002% | |
| 4/21/2025 | Community Bank N.A. | 1,520 | $80K | 0.0% | -20.0% | 0.000% | |
| 4/21/2025 | Kingswood Wealth Advisors LLC | 34,480 | $1.80M | 0.1% | +69.9% | 0.009% | |
| 4/17/2025 | NBT Bank N A NY | 253,736 | $13.29M | 1.0% | -2.4% | 0.062% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 675,488 | $35.38M | 0.1% | +4.0% | 0.165% | |
| 4/16/2025 | Capital Investment Services of America Inc. | 129,132 | $6.76M | 0.7% | -0.6% | 0.032% | |
| 4/16/2025 | Parkside Investments LLC | 1,044,086 | $54.68M | 8.0% | +31.0% | 0.256% | |
| 4/15/2025 | First United Bank & Trust | 7,572 | $397K | 0.1% | -8.1% | 0.002% | |
| 4/15/2025 | Curbstone Financial Management Corp | 64,440 | $3.38M | 0.7% | -10.1% | 0.016% | |
| 4/15/2025 | Sanibel Captiva Trust Company Inc. | 5,000 | $262K | 0.0% | N/A | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 9,563 | $499K | 0.0% | -26.3% | 0.002% | |
| 4/14/2025 | NewSquare Capital LLC | 641,761 | $33.61M | 2.7% | +1.8% | 0.157% | |
| 4/14/2025 | Tilia Fiduciary Partners Inc. | 40,588 | $2.13M | 1.4% | +7.5% | 0.010% | |
| 4/14/2025 | Bank of New Hampshire | 690 | $36K | 0.0% | N/A | 0.000% | |
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The "experts" said Elon was finished and Tesla was headed for bankruptcy.
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| 4/14/2025 | Sunflower Bank N.A. | 3,830 | $201K | 0.1% | N/A | 0.001% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 50,487 | $2.64M | 0.5% | +6.1% | 0.012% | |
| 4/11/2025 | A. D. Beadell Investment Counsel Inc. | 28,000 | $1.47M | 1.2% | -6.4% | 0.007% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 5,418 | $284K | 0.0% | N/A | 0.001% | |
| 4/9/2025 | NBC Securities Inc. | 8,911 | $466K | 0.0% | +98,911.1% | 0.002% | |
| 4/9/2025 | Fiduciary Alliance LLC | 54,543 | $2.86M | 0.3% | +1.5% | 0.013% | |
| 4/8/2025 | Peoples Bank KS | 1,479 | $77K | 0.1% | N/A | 0.000% | |
| 4/8/2025 | Burns J W & Co. Inc. NY | 83,050 | $4.35M | 0.6% | +14.4% | 0.020% | |
| 4/8/2025 | Rothschild Investment LLC | 33,190 | $1.74M | 0.1% | +9.0% | 0.008% | |
| 4/8/2025 | Parallel Advisors LLC | 301,027 | $15.77M | 0.3% | +403.4% | 0.072% | |
