| 6/4/2025 | First Hawaiian Bank | 86,579 | $4.01M | 0.2% | +2.3% | 0.028% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 19,589 | $907K | 0.0% | +3.1% | 0.005% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 11,497 | $532K | 0.1% | -14.5% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 19,878 | $921K | 0.0% | N/A | 0.005% | |
| 5/19/2025 | Jane Street Group LLC | 268,994 | $12.46M | 0.0% | +55.5% | 0.064% | |
| 5/19/2025 | SageView Advisory Group LLC | 4,605 | $213K | 0.0% | N/A | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 57,603 | $2.66M | 0.1% | -94.5% | 0.014% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 26,682 | $1.22M | 0.3% | -5.0% | 0.008% | |
| 5/16/2025 | Ascent Group LLC | 36,542 | $1.69M | 0.1% | -6.2% | 0.012% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 10,644 | $493K | 0.0% | +45.1% | 0.003% | |
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| 5/16/2025 | Arete Wealth Advisors LLC | 23,648 | $1.10M | 0.1% | +40.4% | 0.008% | |
| 5/16/2025 | Bell Investment Advisors Inc | 913,358 | $42.30M | 7.8% | +2.9% | 0.290% | |
| 5/16/2025 | Hamilton Capital LLC | 264,874 | $12.27M | 0.7% | -14.3% | 0.084% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 222,196 | $10.29M | 0.0% | -71.0% | 0.071% | |
| 5/16/2025 | Kestra Investment Management LLC | 849,464 | $39.25M | 1.2% | +9.5% | 0.270% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 1,927 | $89K | 0.0% | -21.0% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 682,872 | $33.74M | 0.0% | +2,169.7% | 0.217% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 180,847 | $8.38M | 3.7% | -2.8% | 0.057% | |
| 5/16/2025 | Talon Private Wealth LLC | 11,255 | $521K | 0.1% | +13.8% | 0.004% | |
| 5/16/2025 | NewEdge Advisors LLC | 302,552 | $14.01M | 0.1% | -2.9% | 0.096% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,713 | $496K | 0.0% | -8.7% | 0.003% | |
| 5/16/2025 | Hancock Whitney Corp | 53,791 | $2.49M | 0.1% | -4.2% | 0.017% | |
| 5/16/2025 | Clifford Group LLC | 42,113 | $1.95M | 1.8% | -0.6% | 0.013% | |
| 5/16/2025 | Copperleaf Capital LLC | 7,068 | $327K | 0.2% | -15.5% | 0.002% | |
| 5/16/2025 | AQR Capital Management LLC | 7,375 | $342K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Advisors Asset Management Inc. | 16,761 | $776K | 0.0% | +10.1% | 0.005% | |
| 5/16/2025 | AlTi Global Inc. | 40,986 | $1.90M | 0.0% | -25.9% | 0.013% | |
| 5/16/2025 | 1607 Capital Partners LLC | 508,455 | $23.55M | 1.9% | +22.5% | 0.162% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,493 | $162K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 18,205 | $843K | 0.2% | -5.5% | 0.006% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 59,044 | $2.73M | 0.0% | +188.5% | 0.019% | |
| 5/15/2025 | First Financial Bankshares Inc | 890,813 | $41.25M | 0.9% | +3.5% | 0.283% | |
| 5/15/2025 | Royal Bank of Canada | 1,546,152 | $71.60M | 0.0% | +6.5% | 0.492% | |
| 5/15/2025 | Betterment LLC | 282,478 | $13.08M | 0.0% | +3.6% | 0.090% | |
| 5/15/2025 | MAI Capital Management | 17,026 | $788K | 0.0% | -1.3% | 0.005% | |
| 5/15/2025 | Connecticut Wealth Management LLC | 434,975 | $20.14M | 1.1% | N/A | 0.138% | |
| 5/15/2025 | Vident Advisory LLC | 88,366 | $4.09M | 0.1% | +11.6% | 0.028% | |
| 5/15/2025 | Evergreen Capital Management LLC | 91,402 | $4.23M | 0.1% | -82.7% | 0.029% | |
| 5/15/2025 | GKV Capital Management Co. Inc. | 81,573 | $3.78M | 1.2% | N/A | 0.026% | |
| 5/15/2025 | Tortoise Investment Management LLC | 23,787 | $1.10M | 0.1% | -6.6% | 0.008% | |
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| 5/14/2025 | CreativeOne Wealth LLC | 343,783 | $15.92M | 0.5% | +3.3% | 0.109% | |
| 5/14/2025 | Redwood Investment Management LLC | 7,206 | $334K | 0.0% | -10.1% | 0.002% | |
| 5/14/2025 | Potomac Fund Management Inc. ADV | 11,656 | $530K | 0.5% | -4.6% | 0.004% | |
| 5/14/2025 | Jane Street Group LLC | 501,294 | $23.22M | 0.0% | +189.8% | 0.159% | |
| 5/14/2025 | FWG Investments LLC. | 38,643 | $1.79M | 2.1% | -6.0% | 0.012% | |
| 5/14/2025 | Comerica Bank | 46,124 | $2.14M | 0.0% | +4.8% | 0.015% | |
| 5/14/2025 | Freedom Investment Management Inc. | 152,396 | $7.06M | 0.6% | +5.8% | 0.048% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 1,206,860 | $55.89M | 4.8% | +2.0% | 0.384% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 182,966 | $8.47M | 0.8% | +36.6% | 0.058% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 43,391 | $2.01M | 0.0% | +15.6% | 0.014% | |
| 5/14/2025 | Kestra Advisory Services LLC | 214,167 | $9.92M | 0.0% | +1.8% | 0.068% | |
| 5/14/2025 | MAS Advisors LLC | 95,435 | $4.42M | 6.8% | +31.9% | 0.030% | |
| 5/14/2025 | OFC Financial Planning LLC | 4,353 | $202K | 0.2% | N/A | 0.001% | |
| 5/14/2025 | Compound Planning Inc. | 7,086 | $328K | 0.0% | +24.4% | 0.002% | |
| 5/14/2025 | 1832 Asset Management L.P. | 740,695 | $34.30M | 0.0% | -1.9% | 0.235% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,292,892 | $245.15M | 0.1% | +3.5% | 1.683% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 73,669 | $3.41M | 0.1% | +0.8% | 0.023% | |
| 5/14/2025 | CW Advisors LLC | 106,456 | $4.93M | 0.1% | -12.9% | 0.034% | |
| 5/14/2025 | United Asset Strategies Inc. | 339,582 | $15.73M | 1.5% | +2.6% | 0.108% | |
| 5/14/2025 | TFB Advisors LLC | 23,286 | $1.08M | 0.3% | -3.9% | 0.007% | |
| 5/14/2025 | Capital Analysts LLC | 22,719 | $1.05M | 0.0% | +2.6% | 0.007% | |
| 5/14/2025 | Crabel Capital Management LLC | 19,799 | $917K | 1.0% | N/A | 0.006% | |
| 5/14/2025 | Hsbc Holdings PLC | 135,066 | $6.26M | 0.0% | +27.3% | 0.043% | |
| 5/14/2025 | RWA Wealth Partners LLC | 30,001 | $1.39M | 0.0% | -28.6% | 0.010% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 49,977 | $2.31M | 0.8% | +13.9% | 0.012% | |
| 5/13/2025 | Elequin Capital LP | 2,604 | $121K | 0.0% | +14.2% | 0.001% | |
| 5/13/2025 | Keystone Global Partners LLC | 140,659 | $6.51M | 4.6% | N/A | 0.034% | |
| 5/13/2025 | Seek First Inc. | 54,092 | $2.51M | 2.2% | N/A | 0.013% | |
| 5/13/2025 | Raymond James Financial Inc. | 5,517,380 | $255.51M | 0.1% | +25.1% | 1.319% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 222,233 | $10.29M | 0.6% | -6.1% | 0.053% | |
| 5/13/2025 | Trivium Point Advisory LLC | 7,355 | $341K | 0.0% | +6.5% | 0.002% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 2,260,858 | $104.70M | 0.5% | +6.9% | 0.540% | |
| 5/13/2025 | OneAscent Investment Solutions LLC | 101,351 | $4.69M | 5.6% | N/A | 0.024% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 25,475 | $1.18M | 0.0% | N/A | 0.006% | |
| 5/13/2025 | GKV Capital Management Co. Inc. | 81,573 | $3.78M | 3.1% | N/A | 0.019% | |
| 5/13/2025 | HighTower Advisors LLC | 940,628 | $43.56M | 0.1% | +12.3% | 0.225% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 1,594,414 | $73.84M | 0.2% | -21.0% | 0.381% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 108,370 | $5.02M | 0.4% | +1.9% | 0.026% | |
| 5/12/2025 | Maia Wealth LLC | 7,610 | $348K | 0.1% | +15.7% | 0.002% | |
| 5/12/2025 | Independent Advisor Alliance | 16,226 | $751K | 0.0% | -52.9% | 0.004% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 323,700 | $14.99M | 0.7% | -1.2% | 0.077% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 33,431 | $1.55M | 0.1% | -10.5% | 0.008% | |
| 5/12/2025 | Cooper Financial Group | 8,425 | $390K | 0.1% | +13.7% | 0.002% | |
| 5/12/2025 | True North Advisors LLC | 35,250 | $1.63M | 0.3% | +29.2% | 0.008% | |
| 5/12/2025 | JPMorgan Chase & Co. | 48,706,894 | $2.26B | 0.2% | +4.7% | 11.640% | |
| 5/12/2025 | Townsquare Capital LLC | 39,169 | $1.81M | 0.0% | -12.3% | 0.009% | |
| 5/12/2025 | Savvy Advisors Inc. | 145,863 | $6.76M | 0.7% | +3.8% | 0.035% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 64,229 | $2.97M | 0.1% | N/A | 0.015% | |
| 5/12/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 818,800 | $37.94M | 0.0% | +1.5% | 0.196% | |
| 5/9/2025 | Evolution Advisers Inc. | 198,088 | $9.12M | 4.5% | +18.3% | 0.047% | |
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| 5/9/2025 | Headlands Technologies LLC | 2,203 | $102K | 0.0% | +5,697.4% | 0.001% | |
| 5/9/2025 | Deutsche Bank AG | 870,000 | $40.29M | 0.0% | +11.5% | 0.208% | |
| 5/9/2025 | 1834 Investment Advisors Co. | 249,113 | $11.54M | 1.5% | +19.7% | 0.060% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 15,221 | $705K | 0.1% | -3.7% | 0.004% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 110,368,157 | $5.11B | 1.0% | -4.3% | 26.377% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 47,484 | $2.20M | 0.0% | -24.3% | 0.011% | |
| 5/9/2025 | Leeward Financial Partners LLC | 80,035 | $3.71M | 1.4% | +9.5% | 0.019% | |
| 5/9/2025 | AXS Investments LLC | 32,981 | $1.53M | 0.4% | N/A | 0.008% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 4,427 | $205K | 0.0% | -14.6% | 0.001% | |
| 5/9/2025 | Wealthspire Advisors LLC | 9,686 | $449K | 0.0% | -13.9% | 0.002% | |
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