| 6/6/2025 | eCIO Inc. | 94,142 | $4.47M | 1.5% | N/A | 0.117% | |
| 5/16/2025 | NewEdge Advisors LLC | 65,296 | $3.10M | 0.0% | -22.5% | 0.081% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 22,740 | $1.08M | 0.0% | +25.4% | 0.028% | |
| 5/15/2025 | Baird Financial Group Inc. | 314,862 | $14.95M | 0.0% | -1.0% | 0.391% | |
| 5/14/2025 | Ameriprise Financial Inc. | 808,483 | $38.40M | 0.0% | -10.5% | 1.003% | |
| 5/13/2025 | Gen Wealth Partners Inc | 747 | $35K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 19,445 | $923K | 0.1% | +29.4% | 0.024% | |
| 5/12/2025 | JPMorgan Chase & Co. | 7,428,739 | $352.72M | 0.0% | +5.4% | 9.217% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 752 | $36K | 0.0% | N/A | 0.001% | |
| 5/9/2025 | Wealthspire Advisors LLC | 617,527 | $29.32M | 0.2% | +1.6% | 0.766% | |
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| 5/7/2025 | Canopy Partners LLC | 6,140 | $292K | 0.1% | -16.6% | 0.008% | |
| 5/7/2025 | Motco | 1,317 | $63K | 0.0% | +149.4% | 0.002% | |
| 5/7/2025 | BlueStem Wealth Partners LLC | 10,264 | $487K | 0.1% | +39.4% | 0.013% | |
| 5/6/2025 | ANB Bank | 15,984 | $759K | 0.3% | +6.1% | 0.020% | |
| 5/2/2025 | Bear Mountain Capital Inc. | 62,667 | $2.98M | 1.2% | -2.3% | 0.078% | |
| 5/2/2025 | Graypoint LLC | 5,360 | $254K | 0.0% | +5.4% | 0.007% | |
| 5/2/2025 | Invera Wealth Advisors LLC | 38,995 | $1.85M | 2.2% | +7.4% | 0.048% | |
| 5/1/2025 | Gould Asset Management LLC CA | 17,104 | $812K | 0.2% | +12.3% | 0.021% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 25,119 | $1.19M | 0.0% | +14.3% | 0.031% | |
| 4/29/2025 | TD Private Client Wealth LLC | 21,746 | $1.03M | 0.0% | -21.8% | 0.027% | |
| 4/29/2025 | Bank of New York Mellon Corp | 651,487 | $30.93M | 0.0% | +16.0% | 0.808% | |
| 4/29/2025 | Olde Wealth Management LLC | 377,333 | $17.92M | 6.3% | +2.0% | 0.468% | |
| 4/29/2025 | Strategic Blueprint LLC | 7,681 | $365K | 0.0% | +11.8% | 0.010% | |
| 4/28/2025 | First Horizon Advisors Inc. | 4,783 | $227K | 0.0% | +45.9% | 0.006% | |
| 4/28/2025 | Rossby Financial LCC | 13,589 | $642K | 0.3% | N/A | 0.017% | |
| 4/25/2025 | Spinnaker Trust | 15,758 | $748K | 0.0% | +8.5% | 0.020% | |
| 4/24/2025 | Mallini Complete Financial Planning LLC | 42,045 | $2.00M | 1.9% | -23.4% | 0.053% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 143,121 | $6.80M | 1.7% | -12.0% | 0.179% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 33,281 | $1.58M | 0.0% | -3.2% | 0.042% | |
| 4/23/2025 | Alpine Bank Wealth Management | 19,947 | $947K | 0.2% | N/A | 0.025% | |
| 4/23/2025 | Golden State Wealth Management LLC | 5,301 | $252K | 0.0% | N/A | 0.007% | |
| 4/22/2025 | Diversified Portfolios Inc. | 8,183 | $389K | 0.0% | -8.1% | 0.010% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 189,110 | $8.98M | 0.0% | -7.0% | 0.236% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 38,895 | $1.85M | 0.0% | +31.0% | 0.049% | |
| 4/16/2025 | Fort Washington Investment Advisors Inc. OH | 50,334 | $2.39M | 0.0% | -33.9% | 0.063% | |
| 4/15/2025 | CX Institutional | 39,287 | $1.87M | 0.1% | +117.9% | 0.049% | |
| 4/14/2025 | Farther Finance Advisors LLC | 21,986 | $1.04M | 0.0% | +112.7% | 0.027% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 6,729 | $319K | 0.1% | -7.2% | 0.008% | |
| 4/8/2025 | Parallel Advisors LLC | 14,489 | $688K | 0.0% | -19.2% | 0.018% | |
| 4/7/2025 | GAMMA Investing LLC | 7,027 | $334K | 0.0% | N/A | 0.009% | |
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| 2/17/2025 | Fairview Capital Investment Management LLC | 6,725 | $312K | 0.0% | +8.5% | 0.009% | |
| 2/17/2025 | Captrust Financial Advisors | 10,461 | $486K | 0.0% | -8.9% | 0.014% | |
| 2/17/2025 | Baird Financial Group Inc. | 318,192 | $14.78M | 0.0% | +0.6% | 0.412% | |
| 2/17/2025 | Ameriprise Financial Inc. | 903,284 | $41.94M | 0.0% | -5.5% | 1.169% | |
| 2/14/2025 | Keyvantage Wealth LLC | 5,223 | $243K | 0.2% | N/A | 0.007% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 18,132 | $842K | 0.0% | -36.1% | 0.023% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 549 | $26K | 0.0% | +88.0% | 0.001% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 48,499 | $2.25M | 0.0% | +8.4% | 0.063% | |
| 2/12/2025 | OLD Mission Capital LLC | 62,192 | $2.89M | 0.0% | N/A | 0.080% | |
| 2/12/2025 | JPMorgan Chase & Co. | 7,046,458 | $327.24M | 0.0% | -2.4% | 9.116% | |
| 2/12/2025 | Ariadne Wealth Management LP | 18,277 | $854K | 0.4% | +28.0% | 0.024% | |
| 2/11/2025 | TD Private Client Wealth LLC | 27,792 | $1.29M | 0.0% | +4.2% | 0.036% | |
| 2/11/2025 | Financial Network Wealth Management LLC | 369,912 | $17.18M | 6.1% | +6.5% | 0.479% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 84,220 | $3.91M | 2.9% | -6.2% | 0.109% | |
| 2/10/2025 | Parallel Advisors LLC | 17,941 | $833K | 0.0% | -5.2% | 0.023% | |
| 2/10/2025 | Mallini Complete Financial Planning LLC | 54,877 | $2.55M | 2.4% | N/A | 0.071% | |
| 2/10/2025 | Mascoma Wealth Management LLC | 162,622 | $7.55M | 1.9% | -1.1% | 0.210% | |
| 2/10/2025 | Farther Finance Advisors LLC | 10,339 | $480K | 0.0% | +3.1% | 0.013% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 15,027 | $698K | 0.0% | +5.4% | 0.019% | |
| 2/5/2025 | BlueStem Wealth Partners LLC | 7,364 | $342K | 0.0% | N/A | 0.010% | |
| 2/5/2025 | Motco | 528 | $25K | 0.0% | N/A | 0.001% | |
| 2/5/2025 | Private Trust Co. NA | 2,647 | $123K | 0.0% | -25.7% | 0.003% | |
| 2/5/2025 | Hilltop Partners LLC | 9,584 | $445K | 0.2% | -3.1% | 0.012% | |
| 2/4/2025 | Bank of New York Mellon Corp | 561,454 | $26.07M | 0.0% | +1.9% | 0.726% | |
| 2/4/2025 | Wealthspire Advisors LLC | 607,562 | $28.22M | 0.3% | -47.1% | 0.786% | |
| 2/3/2025 | First Horizon Advisors Inc. | 3,278 | $152K | 0.0% | +8.5% | 0.004% | |
| 2/3/2025 | Bear Mountain Capital Inc. | 64,134 | $2.98M | 1.2% | +19.5% | 0.083% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 36,299 | $1.69M | 1.7% | +16.6% | 0.047% | |
| 1/30/2025 | Spinnaker Trust | 14,527 | $675K | 0.0% | -4.2% | 0.019% | |
| 1/30/2025 | Bogart Wealth LLC | 40,673 | $1.89M | 0.1% | +4.0% | 0.053% | |
| 1/29/2025 | Diversified Portfolios Inc. | 8,903 | $413K | 0.0% | -27.8% | 0.012% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 1,057 | $49K | 0.0% | +27.8% | 0.001% | |
| 1/23/2025 | Manning & Napier Advisors LLC | 5,196 | $241K | 0.0% | -11.0% | 0.007% | |
| 1/21/2025 | ETF Portfolio Partners Inc. | 7,250 | $337K | 0.1% | +6.8% | 0.009% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 34,381 | $1.60M | 0.0% | -15.1% | 0.044% | |
| 1/17/2025 | Finley Financial LLC | 7,400 | $343K | 0.2% | N/A | 0.010% | |
| 1/17/2025 | Fort Washington Investment Advisors Inc. OH | 76,124 | $3.54M | 0.0% | -10.2% | 0.098% | |
| 1/16/2025 | UMB Bank n.a. | 14,500 | $673K | 0.0% | -59.0% | 0.019% | |
| 1/13/2025 | AdvisorNet Financial Inc | 6,547 | $304K | 0.0% | -17.1% | 0.008% | |
| 1/13/2025 | Eastern Bank | 3,989 | $185K | 0.0% | -52.3% | 0.005% | |
| 1/10/2025 | Graypoint LLC | 5,086 | $236K | 0.0% | N/A | 0.007% | |
| 1/7/2025 | Bangor Savings Bank | 7,843 | $364K | 0.0% | +10.8% | 0.010% | |
| 12/26/2024 | JPMorgan Chase & Co. | 7,222,624 | $350.95M | 0.0% | +8.3% | 9.344% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 545 | $26K | 0.0% | N/A | 0.001% | |
| 11/15/2024 | Continuum Advisory LLC | 2,380 | $111K | 0.0% | -24.4% | 0.003% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 28,369 | $1.38M | 0.0% | +8.3% | 0.037% | |
| 11/14/2024 | Captrust Financial Advisors | 11,489 | $558K | 0.0% | +3.3% | 0.015% | |
| 11/13/2024 | BNP Paribas Financial Markets | 1,709 | $83K | 0.0% | +35.0% | 0.002% | |
| 11/12/2024 | Canopy Partners LLC | 7,361 | $358K | 0.2% | N/A | 0.010% | |
| 11/8/2024 | First Horizon Advisors Inc. | 3,021 | $147K | 0.0% | +55.3% | 0.004% | |
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| 11/6/2024 | Diversified Portfolios Inc. | 12,328 | $599K | 0.1% | -7.2% | 0.016% | |
| 11/6/2024 | Cable Hill Partners LLC | 6,172 | $300K | 0.0% | -61.8% | 0.008% | |
| 11/5/2024 | Mascoma Wealth Management LLC | 164,385 | $7.99M | 2.0% | +15.1% | 0.213% | |
| 10/31/2024 | Spinnaker Trust | 15,161 | $737K | 0.0% | +7.3% | 0.020% | |
| 10/29/2024 | Bear Mountain Capital Inc. | 53,671 | $2.57M | 1.0% | +2.5% | 0.069% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 29,616 | $1.44M | 0.0% | -1.5% | 0.038% | |
| 10/29/2024 | Farther Finance Advisors LLC | 10,030 | $487K | 0.0% | +19.8% | 0.013% | |
| 10/23/2024 | Bogart Wealth LLC | 39,098 | $1.90M | 0.1% | +16.0% | 0.051% | |
| 10/22/2024 | Eastern Bank | 8,357 | $406K | 0.0% | N/A | 0.011% | |
| 10/18/2024 | Bartlett & CO. Wealth Management LLC | 40,497 | $1.97M | 0.0% | -36.5% | 0.052% | |
