| 11/15/2024 | 3Chopt Investment Partners LLC | 26,474 | $1.67M | 0.6% | -5.7% | 0.039% | |
| 11/15/2024 | MML Investors Services LLC | 90,065 | $5.68M | 0.0% | +0.4% | 0.132% | |
| 11/15/2024 | Jane Street Group LLC | 1,122,411 | $70.72M | 0.0% | +127.5% | 1.641% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,147,546 | $72.31M | 0.9% | +25.8% | 1.678% | |
| 11/15/2024 | HighTower Advisors LLC | 3,290 | $207K | 0.0% | -18.7% | 0.005% | |
| 11/15/2024 | Ascent Group LLC | 19,486 | $1.23M | 0.1% | -27.7% | 0.028% | |
|
| 11/14/2024 | CreativeOne Wealth LLC | 38,810 | $2.45M | 0.1% | -16.6% | 0.057% | |
| 11/13/2024 | Bank of Montreal Can | 336,180 | $21.24M | 0.0% | N/A | 0.491% | |
| 11/13/2024 | Private Trust Co. NA | 1,357 | $86K | 0.0% | -40.7% | 0.002% | |
| 11/12/2024 | Nwam LLC | 6,659 | $420K | 0.0% | N/A | 0.010% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 217,435 | $13.70M | 0.2% | +37.1% | 0.318% | |
| 11/1/2024 | Assetmark Inc. | 432,755 | $27.27M | 0.1% | -31.3% | 0.633% | |
| 10/31/2024 | TFB Advisors LLC | 10,848 | $684K | 0.2% | -30.6% | 0.016% | |
| 10/31/2024 | Family Asset Management LLC | 682 | $43K | 0.0% | -24.8% | 0.001% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 657,381 | $41.42M | 0.1% | -22.9% | 0.961% | |
| 10/29/2024 | Farther Finance Advisors LLC | 14,165 | $893K | 0.0% | +37.2% | 0.021% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 5,509 | $347K | 0.2% | +11.5% | 0.008% | |
| 10/25/2024 | GSB Wealth Management LLC | 8,750 | $551K | 0.1% | -4.4% | 0.013% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 5,591 | $352K | 0.1% | -56.0% | 0.008% | |
| 10/25/2024 | Pallas Capital Advisors LLC | 292,783 | $17.61M | 0.7% | +9.6% | 0.428% | |
| 10/22/2024 | Lake Street Private Wealth LLC | 14,804 | $933K | 0.2% | -25.5% | 0.022% | |
| 10/22/2024 | Private Advisor Group LLC | 21,442 | $1.35M | 0.0% | +16.4% | 0.031% | |
| 10/18/2024 | Cobblestone Asset Management LLC | 8,294 | $523K | 0.3% | +45.1% | 0.012% | |
| 10/16/2024 | Firethorn Wealth Partners LLC | 6,964 | $439K | 0.2% | +9.2% | 0.010% | |
| 10/16/2024 | Prism Advisors Inc. | 5,280 | $333K | 0.1% | -98.0% | 0.008% | |
| 10/16/2024 | MN Wealth Advisors LLC | 112,108 | $7.06M | 4.0% | -28.3% | 0.164% | |
| 10/15/2024 | Lockerman Financial Group Inc. | 3,700 | $233K | 0.4% | -41.9% | 0.005% | |
| 10/8/2024 | CWM LLC | 24,957 | $1.57M | 0.0% | N/A | 0.036% | |
| 10/8/2024 | Daymark Wealth Partners LLC | 306,168 | $19.29M | 0.6% | +9.5% | 0.448% | |
| 10/8/2024 | Ignite Planners LLC | 8,647 | $545K | 0.1% | +16.3% | 0.013% | |
| 10/4/2024 | HBW Advisory Services LLC | 12,442 | $784K | 0.1% | -9.5% | 0.018% | |
| 10/3/2024 | Park Avenue Securities LLC | 50,295 | $3.17M | 0.0% | -4.7% | 0.074% | |
| 10/2/2024 | Massmutual Trust Co. FSB ADV | 30,621 | $1.93M | 0.1% | -33.8% | 0.045% | |
| 8/22/2024 | Cetera Investment Advisers | 114,234 | $6.75M | 0.0% | +66.6% | 0.167% | |
| 8/22/2024 | 3Chopt Investment Partners LLC | 28,069 | $1.66M | 0.5% | -16.3% | 0.041% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 12,712 | $751K | 0.2% | -22.4% | 0.019% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 750 | $44K | 0.0% | +7,400.0% | 0.001% | |
| 8/16/2024 | Ascent Group LLC | 26,955 | $1.59M | 0.1% | -2.7% | 0.039% | |
| 8/15/2024 | Daymark Wealth Partners LLC | 279,549 | $16.52M | 0.6% | -12.1% | 0.409% | |
| 8/13/2024 | Merriman Wealth Management LLC | 40,666 | $2.40M | 0.1% | -0.6% | 0.059% | |
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| 8/12/2024 | Richardson Financial Services Inc. | 4,595 | $271K | 0.2% | +4.6% | 0.007% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 457,686 | $27.04M | 0.0% | +14.1% | 0.669% | |
| 8/8/2024 | LPL Financial LLC | 649,853 | $38.39M | 0.0% | +4.0% | 0.950% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 186,552 | $110K | 0.0% | +2,600.5% | 0.273% | |
| 8/5/2024 | Private Advisor Group LLC | 18,425 | $1.09M | 0.0% | +72.8% | 0.027% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 158,591 | $9.37M | 0.2% | +217.5% | 0.232% | |
| 7/31/2024 | Farther Finance Advisors LLC | 10,324 | $612K | 0.0% | -5.7% | 0.015% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 9,585 | $566K | 0.0% | -16.8% | 0.014% | |
| 7/31/2024 | Rothschild Investment LLC | 52,022 | $3.07M | 0.2% | N/A | 0.076% | |
| 7/30/2024 | TFB Advisors LLC | 15,636 | $924K | 0.3% | -5.4% | 0.023% | |
| 7/30/2024 | Key Financial Inc | 1,359 | $80K | 0.0% | N/A | 0.002% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 4,551 | $269K | 0.0% | -7.1% | 0.007% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 235,182 | $13.90M | 0.1% | +26.4% | 0.344% | |
| 7/24/2024 | MN Wealth Advisors LLC | 156,329 | $9.24M | 5.4% | +1.5% | 0.229% | |
| 7/22/2024 | Pallas Capital Advisors LLC | 267,230 | $16.15M | 0.7% | +1.5% | 0.391% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 262,110 | $15.49M | 0.0% | +2,792.1% | 0.383% | |
| 7/17/2024 | Cobblestone Asset Management LLC | 5,715 | $338K | 0.2% | +29.9% | 0.008% | |
| 7/17/2024 | Lockerman Financial Group Inc. | 6,368 | $376K | 0.7% | -3.5% | 0.009% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 14,237 | $841K | 0.0% | +15.3% | 0.021% | |
| 7/16/2024 | Insight Advisors LLC PA | 13,285 | $785K | 0.1% | +12.2% | 0.019% | |
| 7/16/2024 | Emerald Advisors LLC | 19,586 | $1.16M | 0.2% | -6.5% | 0.029% | |
| 7/12/2024 | Ignite Planners LLC | 7,435 | $450K | 0.1% | +10.4% | 0.011% | |
| 7/10/2024 | Prism Advisors Inc. | 268,608 | $15.87M | 4.8% | N/A | 0.393% | |
| 7/9/2024 | Park Avenue Securities LLC | 52,755 | $3.12M | 0.0% | +1.6% | 0.077% | |
| 7/9/2024 | Mather Group LLC. | 4,090 | $246K | 0.0% | N/A | 0.006% | |
| 7/5/2024 | HBW Advisory Services LLC | 13,742 | $812K | 0.1% | -70.9% | 0.020% | |
| 7/2/2024 | Massmutual Trust Co. FSB ADV | 46,256 | $2.73M | 0.1% | -3.7% | 0.068% | |
| 7/2/2024 | Transcend Capital Advisors LLC | 10,059 | $594K | 0.0% | +5.3% | 0.015% | |
| 5/24/2024 | Cetera Advisors LLC | 4,918 | $296K | 0.0% | -24.9% | 0.007% | |
| 5/24/2024 | Cetera Investment Advisers | 68,582 | $4.12M | 0.0% | +263.2% | 0.100% | |
| 5/17/2024 | Comerica Bank | 4,015 | $241K | 0.0% | +111.6% | 0.006% | |
| 5/16/2024 | Jane Street Group LLC | 498,365 | $29.97M | 0.0% | +16.3% | 0.729% | |
| 5/15/2024 | Ascent Group LLC | 27,700 | $1.67M | 0.1% | -16.1% | 0.040% | |
| 5/15/2024 | Flow Traders U.S. LLC | 71,616 | $4.31M | 0.2% | N/A | 0.105% | |
| 5/14/2024 | CreativeOne Wealth LLC | 48,470 | $2.91M | 0.1% | -28.3% | 0.071% | |
| 5/11/2024 | Jacobi Capital Management LLC | 54,860 | $3.30M | 0.3% | +1,338.0% | 0.080% | |
| 5/10/2024 | JPMorgan Chase & Co. | 55,242,289 | $3.32B | 0.3% | -8.2% | 80.764% | |
| 5/10/2024 | Nwam LLC | 8,341 | $500K | 0.0% | -33.1% | 0.012% | |
| 5/9/2024 | TBH Global Asset Management LLC | 9,127 | $549K | 0.1% | +22.6% | 0.013% | |
| 5/7/2024 | WNY Asset Management LLC | 139,592 | $8.39M | 1.3% | +1.7% | 0.204% | |
| 5/7/2024 | Insight Advisors LLC PA | 11,841 | $712K | 0.1% | +14.7% | 0.017% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 12,344 | $742K | 0.0% | +24.0% | 0.018% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 25,166 | $1.51M | 0.1% | +11.5% | 0.037% | |
| 5/4/2024 | Richardson Financial Services Inc. | 4,395 | $264K | 0.2% | -30.9% | 0.006% | |
| 5/3/2024 | TFB Advisors LLC | 16,534 | $961K | 0.3% | -8.2% | 0.024% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 4,900 | $295K | 0.0% | +75.6% | 0.007% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 660,875 | $39.74M | 0.1% | -21.8% | 0.966% | |
| 4/30/2024 | Private Advisor Group LLC | 10,663 | $641K | 0.0% | -1.8% | 0.016% | |
| 4/30/2024 | MN Wealth Advisors LLC | 154,004 | $9.26M | 5.7% | -33.7% | 0.225% | |
| 4/30/2024 | Perigon Wealth Management LLC | 205,411 | $12.35M | 0.4% | +1,139.3% | 0.300% | |
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| 4/30/2024 | Commonwealth Equity Services LLC | 11,526 | $693K | 0.0% | +50.1% | 0.017% | |
| 4/26/2024 | Emerald Advisors LLC | 20,949 | $1.26M | 0.2% | -4.2% | 0.031% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 186,060 | $11.19M | 0.0% | -3.1% | 0.272% | |
| 4/23/2024 | Global Retirement Partners LLC | 1,252 | $75K | 0.0% | -23.8% | 0.002% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 6,908 | $415K | 0.1% | N/A | 0.010% | |
| 4/19/2024 | Lake Street Private Wealth LLC | 31,538 | $1.90M | 0.3% | +4.0% | 0.046% | |
| 4/18/2024 | Cobblestone Asset Management LLC | 4,401 | $265K | 0.2% | N/A | 0.006% | |
| 4/16/2024 | Firethorn Wealth Partners LLC | 5,738 | $345K | 0.2% | N/A | 0.008% | |
| 4/16/2024 | Lockerman Financial Group Inc. | 6,597 | $397K | 0.8% | -21.4% | 0.010% | |
| 4/12/2024 | Ignite Planners LLC | 6,735 | $403K | 0.1% | +3.7% | 0.010% | |
