2/26/2025 | Yoffe Investment Management LLC | 10,642 | $590K | 0.8% | N/A | 0.016% | |
2/17/2025 | Quantinno Capital Management LP | 36,867 | $2.04M | 0.0% | +19.4% | 0.028% | |
2/17/2025 | EP Wealth Advisors LLC | 2,376 | $132K | 0.0% | +22.7% | 0.002% | |
2/17/2025 | Cresset Asset Management LLC | 6,677 | $370K | 0.0% | +65.3% | 0.005% | |
2/17/2025 | Cetera Investment Advisers | 16,619 | $921K | 0.0% | -55.5% | 0.013% | |
2/17/2025 | Captrust Financial Advisors | 10,473 | $580K | 0.0% | -3.2% | 0.008% | |
2/17/2025 | Bank of America Corp DE | 124,873 | $6.92M | 0.0% | -39.4% | 0.095% | |
2/17/2025 | Ameriprise Financial Inc. | 5,550 | $308K | 0.0% | +17.3% | 0.004% | |
2/14/2025 | Jane Street Group LLC | 341,706 | $18.94M | 0.0% | -66.7% | 0.261% | |
2/14/2025 | Comerica Bank | 22,384 | $1.24M | 0.0% | -4.5% | 0.017% | |
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2/14/2025 | Northern Trust Corp | 5,600 | $310K | 0.0% | -17.3% | 0.004% | |
2/14/2025 | Beacon Pointe Advisors LLC | 50,837 | $2.82M | 0.0% | -3.0% | 0.039% | |
2/14/2025 | Tudor Investment Corp ET AL | 9,200 | $510K | 0.0% | N/A | 0.007% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 27,654 | $1.53M | 0.0% | -2.3% | 0.021% | |
2/14/2025 | Susquehanna International Group LLP | 52,313 | $2.90M | 0.0% | N/A | 0.040% | |
2/14/2025 | MML Investors Services LLC | 31,667 | $1.76M | 0.0% | +11.8% | 0.024% | |
2/14/2025 | Arvest Bank Trust Division | 248,291 | $13.76M | 0.8% | -23.1% | 0.189% | |
2/13/2025 | Marshall Wace LLP | 115,281 | $6.39M | 0.0% | N/A | 0.088% | |
2/13/2025 | Mariner LLC | 13,291 | $737K | 0.0% | -30.6% | 0.010% | |
2/13/2025 | Rockefeller Capital Management L.P. | 11,715 | $649K | 0.0% | -34.1% | 0.009% | |
2/13/2025 | Bessemer Group Inc. | 5,760 | $319K | 0.0% | N/A | 0.004% | |
2/13/2025 | Raymond James Financial Inc. | 7,556 | $419K | 0.0% | N/A | 0.006% | |
2/13/2025 | Envestnet Asset Management Inc. | 6,589 | $365K | 0.0% | -92.0% | 0.005% | |
2/13/2025 | Wells Fargo & Company MN | 17,750 | $984K | 0.0% | -11.8% | 0.014% | |
2/12/2025 | Yoffe Investment Management LLC | 16,184 | $897K | 0.9% | N/A | 0.012% | |
2/12/2025 | Atlas Capital Advisors Inc. | 23,772 | $1.32M | 0.2% | -9.1% | 0.018% | |
2/12/2025 | OLD Mission Capital LLC | 63,713 | $3.53M | 0.1% | +1,095.6% | 0.049% | |
2/12/2025 | Brown Brothers Harriman & Co. | 1,440 | $80K | 0.0% | +41.0% | 0.001% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,874 | $270K | 0.0% | -8.4% | 0.004% | |
2/12/2025 | Blair William & Co. IL | 22,985 | $1.27M | 0.0% | -0.8% | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 43,942,695 | $2.44B | 0.2% | -50.7% | 33.531% | |
2/11/2025 | TIAA Trust National Association | 5,722 | $317K | 0.0% | N/A | 0.004% | |
2/11/2025 | LPL Financial LLC | 86,750 | $4.81M | 0.0% | -5.5% | 0.066% | |
2/10/2025 | Horizon Investments LLC | 754 | $42K | 0.0% | -99.9% | 0.001% | |
2/10/2025 | Custos Family Office LLC | 5,569 | $309K | 0.1% | -10.6% | 0.004% | |
2/10/2025 | Commonwealth Equity Services LLC | 6,437 | $357K | 0.0% | -10.5% | 0.005% | |
2/10/2025 | Farther Finance Advisors LLC | 459 | $25K | 0.0% | -46.0% | 0.000% | |
2/10/2025 | EverSource Wealth Advisors LLC | 576 | $32K | 0.0% | +9,500.0% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 6,966 | $386K | 0.0% | -30.4% | 0.005% | |
2/7/2025 | Tortoise Investment Management LLC | 1,518 | $84K | 0.0% | +39.5% | 0.001% | |
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2/7/2025 | Dorsey & Whitney Trust CO LLC | 33,237 | $1.84M | 0.1% | -61.5% | 0.025% | |
2/7/2025 | Larson Financial Group LLC | 803 | $45K | 0.0% | N/A | 0.001% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,479 | $137K | 0.0% | -29.7% | 0.002% | |
2/6/2025 | Raymond James Financial Inc. | 7,556 | $419K | 0.0% | N/A | 0.006% | |
2/6/2025 | Cullen Frost Bankers Inc. | 717 | $40K | 0.0% | -87.9% | 0.001% | |
2/6/2025 | Assetmark Inc. | 1,882 | $104K | 0.0% | +2,588.6% | 0.001% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 10,776 | $597K | 0.0% | N/A | 0.008% | |
2/6/2025 | Kelly Financial Group LLC | 24,908 | $1.38M | 0.5% | N/A | 0.019% | |
2/5/2025 | US Bancorp DE | 11,961 | $663K | 0.0% | +1.6% | 0.009% | |
2/5/2025 | GenTrust LLC | 19,200 | $1.06M | 0.0% | N/A | 0.015% | |
2/4/2025 | Lake Street Advisors Group LLC | 40,207 | $2.23M | 0.1% | -18.8% | 0.031% | |
2/4/2025 | Bank of New York Mellon Corp | 3,798 | $211K | 0.0% | -97.2% | 0.003% | |
2/3/2025 | Ieq Capital LLC | 4,262 | $236K | 0.0% | -14.2% | 0.003% | |
1/29/2025 | Sather Financial Group Inc | 3,664 | $203K | 0.0% | -22.0% | 0.003% | |
1/28/2025 | Kestra Private Wealth Services LLC | 9,385 | $520K | 0.0% | +9.3% | 0.007% | |
1/28/2025 | Visionary Horizons LLC | 9,188 | $509K | 0.3% | +16.8% | 0.007% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 1,655 | $92K | 0.0% | -35.1% | 0.001% | |
1/27/2025 | Brandywine Oak Private Wealth LLC | 36,133 | $2.00M | 0.2% | -1.8% | 0.028% | |
1/27/2025 | Choreo LLC | 4,001 | $222K | 0.0% | -59.9% | 0.003% | |
1/27/2025 | Greenwood Capital Associates LLC | 315,200 | $17.47M | 2.3% | +7.6% | 0.241% | |
1/22/2025 | Perigon Wealth Management LLC | 16,565 | $940K | 0.0% | N/A | 0.013% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,500 | $139K | 0.0% | +127.3% | 0.002% | |
1/17/2025 | Secure Asset Management LLC | 21,625 | $1.20M | 0.2% | N/A | 0.017% | |
1/16/2025 | Breakwater Investment Management | 19,672 | $1.09M | 0.5% | +61.5% | 0.015% | |
1/14/2025 | Armstrong Advisory Group Inc. | 1,140 | $63K | 0.0% | N/A | 0.001% | |
1/8/2025 | International Assets Investment Management LLC | 5,917 | $327K | 0.0% | N/A | 0.005% | |
12/26/2024 | JPMorgan Chase & Co. | 89,048,744 | $5.55B | 0.4% | -17.5% | 67.950% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,549 | $159K | 0.0% | N/A | 0.002% | |
11/25/2024 | Arvest Bank Trust Division | 322,764 | $20.12M | 1.2% | N/A | 0.246% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 20,292 | $1.27M | 0.1% | N/A | 0.015% | |
11/15/2024 | MML Investors Services LLC | 28,319 | $1.77M | 0.0% | N/A | 0.022% | |
11/15/2024 | EP Wealth Advisors LLC | 1,936 | $121K | 0.0% | N/A | 0.001% | |
11/15/2024 | Jane Street Group LLC | 1,026,251 | $63.98M | 0.0% | +18,688.9% | 0.783% | |
11/15/2024 | Quantinno Capital Management LP | 30,878 | $1.93M | 0.0% | +16.1% | 0.024% | |
11/14/2024 | Captrust Financial Advisors | 10,822 | $675K | 0.0% | -8.5% | 0.008% | |
11/14/2024 | Icon Wealth Advisors LLC | 6,857 | $427K | 0.0% | N/A | 0.005% | |
11/14/2024 | Rockefeller Capital Management L.P. | 17,789 | $1.11M | 0.0% | N/A | 0.014% | |
11/13/2024 | FMR LLC | 11,957 | $745K | 0.0% | +19.0% | 0.009% | |
11/12/2024 | Crewe Advisors LLC | 7,368 | $459K | 0.1% | +189.6% | 0.006% | |
11/12/2024 | Icon Wealth Advisors LLC | 70,596 | $4.40M | 0.2% | N/A | 0.054% | |
11/6/2024 | Sather Financial Group Inc | 4,698 | $293K | 0.0% | -33.3% | 0.004% | |
10/30/2024 | Maia Wealth LLC | 5,851 | $351K | 0.1% | N/A | 0.004% | |
10/30/2024 | Greenwood Capital Associates LLC | 293,047 | $18.27M | 2.4% | +26.0% | 0.224% | |
10/29/2024 | Visionary Horizons LLC | 7,869 | $491K | 0.3% | +4.5% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 850 | $53K | 0.0% | -57.8% | 0.001% | |
10/28/2024 | US Bancorp DE | 11,774 | $734K | 0.0% | -3.1% | 0.009% | |
10/23/2024 | Lake Street Advisors Group LLC | 49,529 | $3.09M | 0.1% | -7.7% | 0.038% | |
10/22/2024 | Lake Street Private Wealth LLC | 8,828 | $550K | 0.1% | -22.3% | 0.007% | |
10/22/2024 | Private Advisor Group LLC | 3,318 | $207K | 0.0% | N/A | 0.003% | |
10/19/2024 | Hardin Capital Partners LLC | 3,571 | $217K | 0.1% | N/A | 0.003% | |
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10/16/2024 | MN Wealth Advisors LLC | 21,636 | $1.35M | 0.8% | -3.2% | 0.017% | |
10/11/2024 | Creative Planning | 4,868 | $303K | 0.0% | -4.4% | 0.004% | |
10/11/2024 | Sapient Capital LLC | 5,286 | $330K | 0.0% | -44.7% | 0.004% | |
10/10/2024 | First Affirmative Financial Network | 17,597 | $1.10M | 0.6% | N/A | 0.013% | |
10/8/2024 | CWM LLC | 1,896 | $118K | 0.0% | -13.5% | 0.001% | |
10/8/2024 | Marquette Asset Management LLC | 497 | $31K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 35,994 | $2.12M | 0.0% | +280.6% | 0.027% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,058 | $474K | 0.0% | +80.3% | 0.006% | |
8/16/2024 | Creative Planning | 5,093 | $300K | 0.0% | +3.8% | 0.004% | |
8/12/2024 | Blair William & Co. IL | 23,165 | $1.36M | 0.0% | -17.2% | 0.018% | |