5/21/2025 | Geneos Wealth Management Inc. | 1,048 | $63K | 0.0% | +27.8% | 0.012% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 435 | $26K | 0.0% | +650.0% | 0.005% | |
5/14/2025 | Flow Traders U.S. LLC | 31,724 | $1.92M | 0.1% | N/A | 0.385% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 19,600 | $1.19M | 0.0% | N/A | 0.238% | |
5/12/2025 | JPMorgan Chase & Co. | 6,232,482 | $377.19M | 0.0% | +12.6% | 75.729% | |
5/7/2025 | LPL Financial LLC | 55,223 | $3.34M | 0.0% | +11.5% | 0.671% | |
4/23/2025 | Perigon Wealth Management LLC | 7,154 | $433K | 0.0% | -38.6% | 0.087% | |
4/17/2025 | Janney Montgomery Scott LLC | 120,676 | $7.30M | 0.0% | +10.9% | 1.466% | |
4/14/2025 | Daymark Wealth Partners LLC | 3,778 | $229K | 0.0% | -28.1% | 0.046% | |
4/9/2025 | Gradient Investments LLC | 12,397 | $750K | 0.0% | N/A | 0.151% | |
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2/12/2025 | JPMorgan Chase & Co. | 5,535,180 | $377.07M | 0.0% | -6.1% | 72.355% | |
2/11/2025 | LPL Financial LLC | 49,533 | $3.37M | 0.0% | +7.0% | 0.647% | |
1/30/2025 | MN Wealth Advisors LLC | 3,426 | $233K | 0.1% | -4.3% | 0.045% | |
1/24/2025 | Sutton Place Investors LLC | 2,984 | $203K | 0.1% | N/A | 0.039% | |
1/22/2025 | Perigon Wealth Management LLC | 11,652 | $806K | 0.0% | +124.6% | 0.152% | |
1/17/2025 | Janney Montgomery Scott LLC | 108,798 | $7.41M | 0.0% | +22.8% | 1.422% | |
1/17/2025 | Daymark Wealth Partners LLC | 5,252 | $358K | 0.0% | -10.4% | 0.069% | |
12/26/2024 | JPMorgan Chase & Co. | 5,892,047 | $397.18M | 0.0% | +3.8% | 77.020% | |
11/14/2024 | Flow Traders U.S. LLC | 4,298 | $290K | 0.0% | -25.5% | 0.056% | |
10/29/2024 | Janney Montgomery Scott LLC | 88,585 | $5.97M | 0.0% | +9.7% | 1.158% | |
10/29/2024 | Key Financial Inc | 709 | $48K | 0.0% | +32.0% | 0.009% | |
10/16/2024 | MN Wealth Advisors LLC | 3,579 | $241K | 0.1% | -5.1% | 0.047% | |
8/15/2024 | Daymark Wealth Partners LLC | 5,857 | $357K | 0.0% | -9.5% | 0.077% | |
7/24/2024 | MN Wealth Advisors LLC | 3,771 | $230K | 0.1% | -30.5% | 0.049% | |
5/15/2024 | Ascent Group LLC | 3,258 | $205K | 0.0% | N/A | 0.043% | |
5/4/2024 | Geneos Wealth Management Inc. | 554 | $35K | 0.0% | +454.0% | 0.007% | |
5/1/2024 | Janney Montgomery Scott LLC | 55,748 | $3.51M | 0.0% | -39.8% | 0.729% | |
4/30/2024 | MN Wealth Advisors LLC | 5,423 | $341K | 0.2% | -71.5% | 0.071% | |
3/4/2024 | Richardson Financial Services Inc. | 497 | $31K | 0.0% | N/A | 0.004% | |
2/9/2024 | Assetmark Inc. | 62,867 | $3.87M | 0.0% | -1.7% | 0.448% | |
2/9/2024 | CreativeOne Wealth LLC | 4,367 | $269K | 0.0% | -21.8% | 0.031% | |
2/8/2024 | Janney Montgomery Scott LLC | 92,550 | $5.69M | 0.0% | +38.9% | 0.660% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 43,453 | $2.67M | 0.1% | +11.5% | 0.310% | |
1/18/2024 | Global Retirement Partners LLC | 426 | $25K | 0.0% | +197.9% | 0.003% | |
1/9/2024 | Daymark Wealth Partners LLC | 115,775 | $7.12M | 0.3% | +48.8% | 0.826% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 4,971 | $306K | 0.0% | -4.4% | 0.035% | |
11/15/2023 | JPMorgan Chase & Co. | 10,063,691 | $537.60M | 0.1% | -11.1% | 71.781% | |
11/13/2023 | LPL Financial LLC | 161,239 | $8.61M | 0.0% | +3,618.6% | 1.150% | |
11/13/2023 | Envestnet Asset Management Inc. | 68,827 | $3.68M | 0.0% | N/A | 0.491% | |
11/8/2023 | Janney Montgomery Scott LLC | 66,638 | $3.56M | 0.0% | +474.6% | 0.475% | |
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11/6/2023 | Vestmark Advisory Solutions Inc. | 38,961 | $2.08M | 0.2% | N/A | 0.278% | |
10/27/2023 | Assetmark Inc. | 63,928 | $3.42M | 0.0% | +532,633.3% | 0.456% | |
10/26/2023 | Park Avenue Securities LLC | 11,051 | $590K | 0.0% | N/A | 0.079% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 757 | $40K | 0.0% | N/A | 0.005% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 37,624 | $2.01M | 0.0% | N/A | 0.268% | |
10/18/2023 | Private Trust Co. NA | 811 | $43K | 0.0% | N/A | 0.006% | |
10/17/2023 | CreativeOne Wealth LLC | 5,586 | $298K | 0.0% | N/A | 0.040% | |
10/10/2023 | Daymark Wealth Partners LLC | 77,788 | $4.16M | 0.2% | +91.0% | 0.555% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 5,200 | $278K | 0.0% | N/A | 0.037% | |
8/11/2023 | JPMorgan Chase & Co. | 11,319,535 | $642.95M | 0.1% | -3.3% | 80.738% | |
7/26/2023 | Janney Montgomery Scott LLC | 11,597 | $659K | 0.0% | N/A | 0.088% | |
7/19/2023 | Daymark Wealth Partners LLC | 40,721 | $2.31M | 0.2% | +252.2% | 0.310% | |
5/15/2023 | Flow Traders U.S. LLC | 34,622 | $1.88M | 0.1% | +135.3% | 0.264% | |
4/20/2023 | Daymark Wealth Partners LLC | 11,562 | $628K | 0.1% | +194.0% | 0.113% | |
2/13/2023 | JPMorgan Chase & Co. | 8,798,951 | $458.30M | 0.1% | -1.5% | 85.676% | |
1/25/2023 | Daymark Wealth Partners LLC | 3,933 | $205K | 0.0% | N/A | 0.038% | |
1/24/2023 | Integrity Advisory LLC | 5,148 | $268K | 0.2% | N/A | 0.050% | |
8/13/2022 | Flow Traders U.S. LLC | 12,649 | $637K | 0.0% | -51.0% | 0.139% | |
8/11/2022 | JPMorgan Chase & Co. | 8,995,425 | $452.81M | 0.1% | +16.7% | 98.526% | |
5/11/2022 | 55I LLC | 13,048 | $796K | 0.0% | -67.1% | 0.144% | |
5/11/2022 | JPMorgan Chase & Co. | 7,705,850 | $469.90M | 0.1% | +19.1% | 85.148% | |
3/15/2022 | Security Financial Services INC. | 3,256 | $214K | 0.1% | N/A | 0.046% | |
2/10/2022 | JPMorgan Chase & Co. | 6,469,060 | $425.60M | 0.0% | -1.5% | 100.296% | |
2/9/2022 | Massmutual Trust Co. FSB ADV | 23,741 | $1.56M | 0.1% | -2.1% | 0.368% | |
2/9/2022 | 55I LLC | 39,676 | $2.61M | 0.1% | +559.8% | 0.615% | |
2/4/2022 | Envestnet Asset Management Inc. | 3,413 | $225K | 0.0% | -6.7% | 0.053% | |
1/31/2022 | Vestmark Advisory Solutions Inc. | 13,395 | $881K | 0.0% | +237.3% | 0.206% | |
11/15/2021 | Flow Traders U.S. LLC | 53,811 | $3.46M | 0.1% | -16.9% | 0.838% | |
11/15/2021 | Massmutual Trust Co. FSB ADV | 24,239 | $1.56M | 0.1% | -51.9% | 0.377% | |
11/12/2021 | OLD Mission Capital LLC | 5,047 | $324K | 0.0% | N/A | 0.079% | |
11/9/2021 | 55I LLC | 6,013 | $386K | 0.0% | +97.5% | 0.094% | |
8/24/2021 | Flow Traders U.S. LLC | 64,750 | $4.38M | 0.2% | N/A | 0.963% | |
8/17/2021 | Massmutual Trust Co. FSB ADV | 50,413 | $3.41M | 0.1% | -15.6% | 0.750% | |
8/17/2021 | Citadel Advisors LLC | 16,658 | $1.13M | 0.0% | -54.0% | 0.248% | |
8/13/2021 | 55I LLC | 3,044 | $206K | 0.0% | N/A | 0.045% | |
8/12/2021 | JPMorgan Chase & Co. | 6,309,962 | $426.70M | 0.1% | -0.2% | 93.828% | |
8/4/2021 | Envestnet Asset Management Inc. | 6,425 | $434K | 0.0% | N/A | 0.097% | |
5/18/2021 | Citadel Advisors LLC | 36,182 | $2.33M | 0.0% | -27.6% | 0.581% | |
5/17/2021 | Massmutual Trust Co. FSB ADV | 59,722 | $3.85M | 0.2% | N/A | 0.959% | |
5/17/2021 | Goldman Sachs Group Inc. | 32,595 | $2.10M | 0.0% | N/A | 0.524% | |