| 6/6/2025 | Blue Oak Capital LLC | 52,000 | $3.07M | 1.7% | +2.7% | 0.048% | |
| 5/19/2025 | Jane Street Group LLC | 138,525 | $8.17M | 0.0% | -64.6% | 0.129% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 16,683 | $983K | 0.0% | -2.9% | 0.016% | |
| 5/14/2025 | Triad Wealth Partners LLC | 20,627 | $1.22M | 0.4% | +55.8% | 0.019% | |
| 5/14/2025 | CreativeOne Wealth LLC | 48,802 | $2.88M | 0.1% | +0.7% | 0.045% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 4,820 | $284K | 0.2% | N/A | 0.004% | |
| 5/14/2025 | Comerica Bank | 1,358 | $80K | 0.0% | +279.3% | 0.001% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,725 | $1.40M | 0.1% | -62.1% | 0.022% | |
| 5/14/2025 | TFB Advisors LLC | 18,548 | $1.09M | 0.3% | -4.8% | 0.017% | |
| 5/13/2025 | Raymond James Financial Inc. | 52,155 | $3.07M | 0.0% | N/A | 0.049% | |
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| 5/13/2025 | Vestmark Advisory Solutions Inc. | 713,283 | $42.04M | 1.1% | +15.6% | 0.663% | |
| 5/13/2025 | HighTower Advisors LLC | 3,804 | $224K | 0.0% | +11.2% | 0.004% | |
| 5/12/2025 | JPMorgan Chase & Co. | 78,186,495 | $4.61B | 0.3% | +3.6% | 72.711% | |
| 5/7/2025 | LPL Financial LLC | 1,768,907 | $104.26M | 0.0% | +4.5% | 1.645% | |
| 5/6/2025 | Assetmark Inc. | 770,008 | $45.38M | 0.1% | -3.1% | 0.716% | |
| 5/6/2025 | Cetera Investment Advisers | 204,139 | $12.03M | 0.0% | +31.2% | 0.190% | |
| 5/6/2025 | Principle Wealth Partners LLC | 7,146 | $421K | 0.0% | -2.8% | 0.007% | |
| 5/6/2025 | Richardson Financial Services Inc. | 7,974 | $470K | 0.4% | +21.8% | 0.007% | |
| 5/5/2025 | IFP Advisors Inc | 11,807 | $696K | 0.0% | +1.6% | 0.011% | |
| 5/5/2025 | Nwam LLC | 7,096 | $418K | 0.0% | -8.6% | 0.007% | |
| 5/1/2025 | CWM LLC | 11,295 | $666K | 0.0% | +74.4% | 0.011% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 11,744 | $692K | 0.2% | +43.1% | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 938,610 | $55.32M | 0.0% | +12.5% | 0.873% | |
| 4/29/2025 | World Investment Advisors | 3,802 | $224K | 0.0% | N/A | 0.004% | |
| 4/29/2025 | Wayfinding Financial LLC | 21,835 | $1.29M | 0.6% | +5.7% | 0.020% | |
| 4/29/2025 | Olde Wealth Management LLC | 3,216 | $189K | 0.1% | N/A | 0.003% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 4,426 | $261K | 0.0% | N/A | 0.004% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 36,682 | $2.16M | 0.6% | +16.6% | 0.034% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 376,446 | $22.19M | 1.0% | +7.9% | 0.350% | |
| 4/22/2025 | 5T Wealth LLC | 27,657 | $1.63M | 0.9% | +6.8% | 0.026% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 382,536 | $22.55M | 0.1% | +11.5% | 0.356% | |
| 4/22/2025 | Echo Wealth Management LLC | 3,690 | $217K | 0.1% | N/A | 0.003% | |
| 4/22/2025 | Advisor Resource Council | 17,795 | $1.05M | 0.1% | N/A | 0.017% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,693 | $277K | 0.0% | -88.8% | 0.004% | |
| 4/21/2025 | MN Wealth Advisors LLC | 23,720 | $1.40M | 0.8% | -84.0% | 0.022% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 965,916 | $56.93M | 0.2% | +9.6% | 0.898% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 19,421 | $1.15M | 1.7% | +19.7% | 0.018% | |
| 4/15/2025 | Signet Financial Management LLC | 19,127 | $1.13M | 0.2% | N/A | 0.018% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,641 | $452K | 0.0% | +17.0% | 0.007% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 376,446 | $22.19M | 0.8% | +7.9% | 0.335% | |
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| 4/10/2025 | Lake Street Private Wealth LLC | 19,837 | $1.17M | 0.2% | +7.2% | 0.018% | |
| 4/10/2025 | KWB Wealth | 42,885 | $2.58M | 0.3% | +425.2% | 0.038% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 8,755 | $516K | 0.2% | +6.7% | 0.008% | |
| 4/9/2025 | Arlington Financial Advisors LLC | 271,463 | $16M | 2.8% | N/A | 0.241% | |
| 4/7/2025 | AdvisorNet Financial Inc | 7,173 | $423K | 0.0% | +3.9% | 0.006% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,158 | $70K | 0.1% | N/A | 0.001% | |
| 2/21/2025 | Ascent Group LLC | 20,604 | $1.24M | 0.1% | -6.4% | 0.019% | |
| 2/17/2025 | Visionary Wealth Advisors | 90,475 | $5.43M | 0.3% | -4.0% | 0.083% | |
| 2/17/2025 | Cetera Investment Advisers | 155,647 | $9.35M | 0.0% | +20.7% | 0.143% | |
| 2/17/2025 | Bank of America Corp DE | 16,349 | $982K | 0.0% | N/A | 0.015% | |
| 2/14/2025 | Jane Street Group LLC | 391,542 | $23.51M | 0.0% | +15.8% | 0.361% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 17,186 | $1.03M | 0.0% | -8.7% | 0.016% | |
| 2/14/2025 | Susquehanna International Group LLP | 30,656 | $1.84M | 0.0% | +69.3% | 0.028% | |
| 2/14/2025 | MML Investors Services LLC | 87,004 | $5.22M | 0.0% | +6.6% | 0.080% | |
| 2/14/2025 | GeoWealth Management LLC | 9,552 | $573K | 0.0% | -14.6% | 0.009% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 10,341 | $645K | 0.0% | +17.6% | 0.010% | |
| 2/13/2025 | Marshall Wace LLP | 4,441 | $267K | 0.0% | N/A | 0.004% | |
| 2/13/2025 | 3Chopt Investment Partners LLC | 31,470 | $1.89M | 0.6% | +20.1% | 0.029% | |
| 2/13/2025 | Advisory Services Network LLC | 3,555 | $213K | 0.0% | N/A | 0.003% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 834,087 | $50.08M | 0.0% | +7.2% | 0.768% | |
| 2/12/2025 | JPMorgan Chase & Co. | 75,476,843 | $4.53B | 0.3% | +64.1% | 69.519% | |
| 2/11/2025 | LPL Financial LLC | 1,692,351 | $101.61M | 0.0% | +17.8% | 1.559% | |
| 2/11/2025 | Wayfinding Financial LLC | 20,651 | $1.24M | 0.7% | +8.5% | 0.019% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 41,774 | $2.51M | 0.0% | +12.0% | 0.038% | |
| 2/10/2025 | HMV Wealth Advisors LLC | 7,854 | $472K | 0.5% | N/A | 0.007% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,532 | $392K | 0.0% | -37.4% | 0.006% | |
| 2/7/2025 | HighTower Advisors LLC | 3,422 | $205K | 0.0% | N/A | 0.003% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 616,801 | $37.03M | 1.3% | +10.0% | 0.568% | |
| 2/6/2025 | Assetmark Inc. | 794,532 | $47.70M | 0.1% | -1.1% | 0.732% | |
| 2/6/2025 | Triad Wealth Partners LLC | 13,239 | $795K | 0.3% | N/A | 0.012% | |
| 2/3/2025 | TBH Global Asset Management LLC | 4,970 | $298K | 0.1% | -82.9% | 0.005% | |
| 1/31/2025 | 5T Wealth LLC | 25,901 | $1.56M | 0.9% | N/A | 0.024% | |
| 1/30/2025 | MN Wealth Advisors LLC | 147,925 | $8.88M | 5.0% | +3.2% | 0.136% | |
| 1/30/2025 | Principal Securities Inc. | 815 | $49K | 0.0% | N/A | 0.001% | |
| 1/29/2025 | TFB Advisors LLC | 19,485 | $1.17M | 0.3% | +4.9% | 0.018% | |
| 1/28/2025 | Canvas Wealth Advisors LLC | 3,824 | $230K | 0.1% | -34.7% | 0.004% | |
| 1/24/2025 | Richardson Financial Services Inc. | 6,545 | $394K | 0.3% | +2.9% | 0.006% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 8,205 | $493K | 0.1% | +22.7% | 0.008% | |
| 1/21/2025 | Firethorn Wealth Partners LLC | 8,203 | $493K | 0.2% | +3.3% | 0.008% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 881,059 | $52.90M | 0.1% | +7.6% | 0.814% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 348,858 | $20.95M | 0.7% | +8.0% | 0.322% | |
| 1/17/2025 | Lockerman Financial Group Inc. | 16,226 | $974K | 1.7% | +1.9% | 0.015% | |
| 1/16/2025 | MassMutual Private Wealth & Trust FSB | 37,074 | $2.23M | 0.1% | -2.4% | 0.034% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 18,504 | $1.11M | 0.2% | +20.6% | 0.017% | |
| 1/14/2025 | Park Avenue Securities LLC | 114,352 | $6.87M | 0.1% | +10.2% | 0.106% | |
| 1/14/2025 | KWB Wealth | 8,166 | $512K | 0.1% | N/A | 0.008% | |
| 1/13/2025 | AdvisorNet Financial Inc | 6,901 | $414K | 0.0% | N/A | 0.006% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 5,185 | $325K | 0.0% | +5.2% | 0.005% | |
| 12/26/2024 | JPMorgan Chase & Co. | 45,986,514 | $2.88B | 0.2% | +4.9% | 58.137% | |
| 11/25/2024 | World Investment Advisors LLC | 94,781 | $5.94M | 0.1% | N/A | 0.120% | |
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| 11/15/2024 | 3Chopt Investment Partners LLC | 26,207 | $1.64M | 0.6% | +12.5% | 0.033% | |
| 11/15/2024 | MML Investors Services LLC | 81,624 | $5.12M | 0.0% | +10.4% | 0.103% | |
| 11/15/2024 | Jane Street Group LLC | 338,065 | $21.19M | 0.0% | -48.3% | 0.427% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 18,814 | $1.18M | 0.0% | -15.0% | 0.024% | |
| 11/15/2024 | Ascent Group LLC | 22,004 | $1.38M | 0.1% | -6.4% | 0.028% | |
| 11/14/2024 | Flow Traders U.S. LLC | 45,946 | $2.88M | 0.1% | -9.3% | 0.058% | |
| 11/14/2024 | CreativeOne Wealth LLC | 48,307 | $3.03M | 0.1% | +25.3% | 0.061% | |
| 11/12/2024 | Nwam LLC | 7,644 | $479K | 0.0% | N/A | 0.010% | |
| 11/1/2024 | Assetmark Inc. | 803,357 | $50.35M | 0.1% | -0.9% | 1.018% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 818,839 | $51.32M | 0.1% | +11.9% | 1.039% | |
