| 5/16/2025 | HFM Investment Advisors LLC | 6,728 | $203K | 0.1% | N/A | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 59,427 | $1.79M | 0.0% | -8.2% | 0.024% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 20,620 | $621K | 0.0% | -12.2% | 0.008% | |
| 5/15/2025 | Betterment LLC | 64,702 | $1.95M | 0.0% | +3.4% | 0.026% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,125,700 | $124.18M | 0.2% | +6.0% | 1.648% | |
| 5/14/2025 | Allstate Corp | 1,088,175 | $32.75M | 1.0% | +2.2% | 0.435% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,478,244 | $44.50M | 0.0% | +12.3% | 0.591% | |
| 5/14/2025 | Flow Traders U.S. LLC | 68,369 | $2.06M | 0.1% | N/A | 0.027% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 71,633 | $2.16M | 0.2% | -7.8% | 0.029% | |
| 5/13/2025 | Horizon Investments LLC | 658,183 | $19.81M | 0.6% | -34.0% | 0.263% | |
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| 5/13/2025 | FCA Corp TX | 48,170 | $1.45M | 0.5% | -1.5% | 0.019% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 33,965 | $1.02M | 0.1% | -1.3% | 0.014% | |
| 5/12/2025 | Staley Capital Advisers Inc. | 149,050 | $4.49M | 0.2% | +8.4% | 0.060% | |
| 5/12/2025 | JPMorgan Chase & Co. | 25,038,418 | $753.66M | 0.1% | -33.4% | 10.003% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 67,177 | $2.02M | 0.1% | -2.3% | 0.027% | |
| 5/9/2025 | Wells Financial Advisors INC | 3,499 | $105K | 0.1% | -38.4% | 0.001% | |
| 5/8/2025 | TIAA Trust National Association | 1,868,211 | $56.23M | 0.2% | -0.2% | 0.711% | |
| 5/8/2025 | Headland Capital LLC | 8,261 | $249K | 0.1% | +9.9% | 0.003% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 9,658 | $291K | 0.2% | +10.3% | 0.004% | |
| 5/8/2025 | SSA Swiss Advisors AG | 111,584 | $3.36M | 1.7% | N/A | 0.042% | |
| 5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,251 | $38K | 0.0% | N/A | 0.000% | |
| 5/6/2025 | Compass Financial Group Inc. | 111,582 | $3.36M | 1.7% | -0.3% | 0.042% | |
| 5/6/2025 | Winthrop Capital Management LLC | 657,241 | $19.78M | 5.4% | +1.2% | 0.250% | |
| 5/5/2025 | STAR Financial Bank | 83,018 | $2.50M | 1.8% | +8.9% | 0.032% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 20,074 | $604K | 0.0% | -4.9% | 0.008% | |
| 5/2/2025 | Burling Wealth Partners LLC | 131,932 | $3.97M | 0.8% | +56.1% | 0.050% | |
| 5/2/2025 | Mechanics Financial Corp | 45,505 | $1.37M | 0.6% | +19.9% | 0.017% | |
| 5/2/2025 | BIP Wealth LLC | 578,970 | $17.43M | 1.1% | +4.8% | 0.220% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 30,663 | $923K | 0.0% | -10.5% | 0.012% | |
| 5/2/2025 | Whittier Trust Co. | 109,564 | $3.30M | 0.0% | -3.9% | 0.042% | |
| 5/2/2025 | First Command Advisory Services Inc. | 86,723 | $2.61M | 0.0% | +11.7% | 0.033% | |
| 5/1/2025 | Gould Asset Management LLC CA | 80,024 | $2.41M | 0.5% | -3.4% | 0.030% | |
| 5/1/2025 | LRI Investments LLC | 2,289 | $69K | 0.0% | +17.1% | 0.001% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 8,082 | $244K | 0.0% | -11.0% | 0.003% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 52,762 | $1.59M | 0.2% | -0.9% | 0.020% | |
| 4/30/2025 | Rogco LP | 394,154 | $11.86M | 4.8% | +5.1% | 0.150% | |
| 4/29/2025 | TD Private Client Wealth LLC | 129,847 | $3.91M | 0.1% | +15.8% | 0.049% | |
| 4/29/2025 | Bank of New York Mellon Corp | 737,076 | $22.19M | 0.0% | -36.7% | 0.281% | |
| 4/29/2025 | Eukles Asset Management | 137,842 | $4.15M | 1.8% | -2.3% | 0.052% | |
| 4/29/2025 | Columbia River Financial Group LLC | 2,046 | $61K | 0.0% | N/A | 0.001% | |
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| 4/28/2025 | Rosenberg Matthew Hamilton | 126,808 | $3.82M | 1.0% | -1.1% | 0.048% | |
| 4/28/2025 | First Horizon Advisors Inc. | 36,950 | $1.11M | 0.0% | -30.3% | 0.014% | |
| 4/28/2025 | Private Trust Co. NA | 22,227 | $669K | 0.1% | -15.1% | 0.008% | |
| 4/28/2025 | Money Design Co. Ltd. | 57,745 | $1.74M | 0.1% | -44.1% | 0.022% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 80,019 | $2.41M | 0.6% | -1.0% | 0.030% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 137,189 | $4.13M | 0.1% | +0.5% | 0.052% | |
| 4/23/2025 | Western Wealth Management LLC | 42,187 | $1.27M | 0.1% | +19.2% | 0.016% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 326,565 | $9.83M | 0.8% | +1.3% | 0.124% | |
| 4/23/2025 | Golden State Wealth Management LLC | 996 | $30K | 0.0% | +100.0% | 0.000% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 463,512 | $13.95M | 0.0% | +4.4% | 0.177% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 543,356 | $16.36M | 0.2% | -0.2% | 0.207% | |
| 4/17/2025 | NBT Bank N A NY | 7,085 | $213K | 0.0% | -82.3% | 0.003% | |
| 4/16/2025 | IAG Wealth Partners LLC | 10,689 | $322K | 0.1% | +25.8% | 0.004% | |
| 4/16/2025 | Capital Investment Services of America Inc. | 48,573 | $1.46M | 0.1% | -3.0% | 0.018% | |
| 4/15/2025 | Zhang Financial LLC | 39,424 | $1.19M | 0.1% | +70.0% | 0.014% | |
| 4/15/2025 | GAMMA Investing LLC | 153,717 | $4.63M | 0.3% | +23.2% | 0.056% | |
| 4/14/2025 | City Holding Co. | 43,718 | $1.32M | 0.2% | +15.8% | 0.016% | |
| 4/14/2025 | NewSquare Capital LLC | 247,635 | $7.45M | 0.6% | +1,238,075.0% | 0.091% | |
| 4/11/2025 | Hudson Valley Investment Advisors Inc. ADV | 1,100,339 | $33.12M | 4.0% | +4.9% | 0.403% | |
| 4/9/2025 | NBC Securities Inc. | 6,328 | $190K | 0.0% | +105,366.7% | 0.002% | |
| 4/8/2025 | New Hampshire Trust | 12,311 | $371K | 0.1% | +19.5% | 0.005% | |
| 4/8/2025 | Parallel Advisors LLC | 95,485 | $2.87M | 0.1% | -0.8% | 0.035% | |
| 4/7/2025 | First County Bank CT | 7,565 | $228K | 0.1% | N/A | 0.003% | |
| 4/7/2025 | GAMMA Investing LLC | 4,626,882 | $153.72M | 0.0% | +3,609.4% | 1.695% | |
| 4/7/2025 | AdvisorNet Financial Inc | 15,110 | $455K | 0.0% | +2.6% | 0.006% | |
| 4/1/2025 | MassMutual Private Wealth & Trust FSB | 96,757 | $2.91M | 0.1% | -0.6% | 0.035% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 3,516 | $105K | 0.1% | N/A | 0.001% | |
| 2/18/2025 | Continuum Advisory LLC | 1,987 | $59K | 0.0% | +113.0% | 0.001% | |
| 2/17/2025 | Strategic Wealth Partners Ltd. | 1,045,995 | $31.29M | 2.6% | -1.2% | 0.404% | |
| 2/17/2025 | MainStreet Investment Advisors LLC | 53,227 | $1.59M | 0.2% | +18.1% | 0.021% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 295,579 | $8.83M | 0.5% | +4.8% | 0.114% | |
| 2/17/2025 | Captrust Financial Advisors | 43,198 | $1.29M | 0.0% | +4.6% | 0.017% | |
| 2/17/2025 | Baird Financial Group Inc. | 3,892,091 | $116.22M | 0.2% | +5.3% | 1.502% | |
| 2/17/2025 | BIP Wealth LLC | 552,532 | $16.50M | 1.1% | +1.7% | 0.213% | |
| 2/17/2025 | BNP Paribas Financial Markets | 6,000 | $179K | 0.0% | -98.0% | 0.002% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,316,005 | $39.30M | 0.0% | +6.0% | 0.508% | |
| 2/14/2025 | Headland Capital LLC | 7,519 | $225K | 0.1% | N/A | 0.003% | |
| 2/14/2025 | Betterment LLC | 62,555 | $1.87M | 0.0% | -1.5% | 0.024% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 23,475 | $701K | 0.0% | +9.2% | 0.009% | |
| 2/14/2025 | Burling Wealth Partners LLC | 84,544 | $2.52M | 0.5% | N/A | 0.033% | |
| 2/14/2025 | IHT Wealth Management LLC | 116,657 | $3.48M | 0.1% | -2.3% | 0.045% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 120,270 | $3.60M | 0.2% | -0.7% | 0.046% | |
| 2/13/2025 | Marshall Wace LLP | 200,100 | $5.98M | 0.0% | -62.1% | 0.077% | |
| 2/13/2025 | M Holdings Securities Inc. | 484,590 | $14.47M | 2.3% | +4.0% | 0.187% | |
| 2/13/2025 | Cohen & Steers Inc. | 532,822 | $15.91M | 0.0% | -6.8% | 0.206% | |
| 2/12/2025 | Climber Capital SA | 256,259 | $7.54M | 5.8% | N/A | 0.099% | |
| 2/12/2025 | Mechanics Financial Corp | 37,948 | $1.13M | 0.5% | +12.6% | 0.015% | |
| 2/12/2025 | Allstate Corp | 1,064,375 | $31.78M | 0.9% | +26.1% | 0.411% | |
| 2/12/2025 | JPMorgan Chase & Co. | 37,579,708 | $1.12B | 0.1% | +96.6% | 14.504% | |
| 2/12/2025 | Wells Financial Advisors INC | 5,679 | $170K | 0.2% | +6.8% | 0.002% | |
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| 2/12/2025 | Graney & King LLC | 5,633 | $168K | 0.1% | N/A | 0.002% | |
| 2/11/2025 | TIAA Trust National Association | 1,872,162 | $55.90M | 0.2% | -1.7% | 0.723% | |
| 2/11/2025 | Hirtle Callaghan & Co LLC | 68,764 | $2.05M | 0.1% | -1.0% | 0.027% | |
| 2/11/2025 | FCA Corp TX | 48,925 | $1.46M | 0.5% | +5.3% | 0.019% | |
| 2/11/2025 | M Holdings Securities Inc. | 14,470 | $432K | 0.3% | -96.9% | 0.006% | |
| 2/11/2025 | TD Private Client Wealth LLC | 112,168 | $3.35M | 0.1% | +19.2% | 0.043% | |
| 2/11/2025 | Lee Danner & Bass Inc. | 13,250 | $396K | 0.0% | N/A | 0.005% | |
| 2/11/2025 | Whittier Trust Co. | 114,056 | $3.41M | 0.0% | -0.8% | 0.044% | |
| 2/10/2025 | Horizon Investments LLC | 997,107 | $29.77M | 0.9% | -35.7% | 0.385% | |
| 2/10/2025 | Parallel Advisors LLC | 96,273 | $2.88M | 0.1% | -5.8% | 0.037% | |
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