| 1/17/2025 | Apeiron RIA LLC | 299,152 | $13.52M | 3.8% | -17.7% | 0.042% | |
| 1/17/2025 | Galvin Gaustad & Stein LLC | 223,221 | $10.09M | 0.9% | +4.0% | 0.031% | |
| 1/17/2025 | Baron Silver Stevens Financial Advisors LLC | 7,280 | $329K | 0.1% | -3.8% | 0.001% | |
| 1/17/2025 | Avior Wealth Management LLC | 8,512 | $385K | 0.0% | -14.9% | 0.001% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 166,669 | $7.53M | 7.2% | N/A | 0.023% | |
| 1/17/2025 | Raleigh Capital Management Inc. | 19,383 | $876K | 0.3% | -7.6% | 0.003% | |
| 1/17/2025 | Mutual Advisors LLC | 342,927 | $15.50M | 0.4% | +24.6% | 0.048% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 8,513,173 | $384.80M | 1.1% | -12.1% | 1.198% | |
| 1/17/2025 | Evolution Wealth Advisors LLC | 59,652 | $2.70M | 0.5% | -8.8% | 0.008% | |
| 1/17/2025 | Marino Stram & Associates LLC | 22,605 | $1.02M | 0.2% | +12.1% | 0.003% | |
|
| 1/17/2025 | Westside Investment Management Inc. | 119,929 | $5.42M | 1.1% | +1.6% | 0.017% | |
| 1/17/2025 | Park Place Capital Corp | 52,043 | $2.35M | 0.7% | -38.1% | 0.007% | |
| 1/17/2025 | Magnus Financial Group LLC | 6,557 | $296K | 0.0% | -11.2% | 0.001% | |
| 1/17/2025 | Daymark Wealth Partners LLC | 36,051 | $1.63M | 0.1% | +112.2% | 0.005% | |
| 1/17/2025 | Investment Advisory Group LLC | 54,346 | $2.46M | 0.8% | +0.7% | 0.008% | |
| 1/17/2025 | Finley Financial LLC | 2,700 | $122K | 0.1% | N/A | 0.000% | |
| 1/17/2025 | Braun Bostich & Associates Inc. | 32,743 | $1.48M | 1.1% | -47.8% | 0.005% | |
| 1/17/2025 | Aspire Private Capital LLC | 76,305 | $3.45M | 0.9% | -1.9% | 0.011% | |
| 1/17/2025 | Farrell Financial LLC | 24,358 | $1.10M | 0.8% | -3.1% | 0.003% | |
| 1/17/2025 | Atomi Financial Group Inc. | 433,764 | $19.61M | 1.0% | +52.8% | 0.061% | |
| 1/17/2025 | Tarbox Family Office Inc. | 34,351 | $1.55M | 0.3% | +13.2% | 0.005% | |
| 1/17/2025 | Lockerman Financial Group Inc. | 6,987 | $316K | 0.5% | N/A | 0.001% | |
| 1/17/2025 | Prosperity Planning Inc. | 13,094 | $592K | 0.2% | -13.4% | 0.002% | |
| 1/16/2025 | Aspiriant LLC | 29,048 | $1.31M | 0.0% | +62.9% | 0.004% | |
| 1/16/2025 | Royal Fund Management LLC | 138,473 | $6.27M | 0.6% | +5.2% | 0.020% | |
| 1/16/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 245,618 | $11.10M | 2.6% | +2.6% | 0.035% | |
| 1/16/2025 | Hoese & Co LLP | 152,342 | $6.89M | 6.0% | -1.1% | 0.022% | |
| 1/16/2025 | Diversify Advisory Services LLC | 233,357 | $10.45M | 0.6% | -4.0% | 0.033% | |
| 1/16/2025 | LVW Advisors LLC | 219,508 | $9.92M | 1.2% | +3.0% | 0.031% | |
| 1/16/2025 | Client 1ST Advisory Group LLC | 173,552 | $7.85M | 3.0% | N/A | 0.025% | |
| 1/16/2025 | My Legacy Advisors LLC | 246,904 | $11.14M | 4.3% | -6.0% | 0.035% | |
| 1/16/2025 | Maiden Cove Capital LLC | 62,714 | $2.84M | 5.1% | +20.0% | 0.009% | |
| 1/16/2025 | Kelly Financial Services LLC | 37,262 | $1.69M | 0.5% | -6.4% | 0.005% | |
| 1/15/2025 | Smith Salley Wealth Management | 244,507 | $11.05M | 0.7% | +2.5% | 0.035% | |
| 1/15/2025 | Orgel Wealth Management LLC | 223,365 | $10.10M | 0.3% | -2.1% | 0.032% | |
| 1/15/2025 | Triangle Securities Wealth Management | 189,781 | $8.58M | 2.2% | +2.8% | 0.027% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 7,660 | $346K | 0.0% | +5.2% | 0.001% | |
| 1/15/2025 | Arkadios Wealth Advisors | 65,425 | $2.96M | 0.2% | +9.8% | 0.009% | |
| 1/15/2025 | Mason & Associates LLC | 2,570,995 | $116.21M | 34.7% | +3.9% | 0.364% | |
| 1/15/2025 | TrueWealth Advisors LLC | 29,164 | $1.32M | 0.4% | +8.9% | 0.004% | |
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| 1/15/2025 | Retirement Wealth Solutions LLC | 58,420 | $2.62M | 2.2% | N/A | 0.008% | |
| 1/15/2025 | LongView Wealth Management | 11,784 | $533K | 0.2% | +5.3% | 0.002% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 60,789 | $2.75M | 0.2% | N/A | 0.009% | |
| 1/15/2025 | Merit Financial Group LLC | 466,817 | $21.10M | 0.4% | +60.1% | 0.066% | |
| 1/15/2025 | RDA Financial Network | 53,176 | $2.40M | 0.7% | +43.9% | 0.008% | |
| 1/15/2025 | Empirical Asset Management LLC | 17,527 | $792K | 0.0% | +15.0% | 0.002% | |
| 1/15/2025 | Bennett Associates Wealth Management | 106,459 | $4.81M | 4.0% | +30.1% | 0.015% | |
| 1/15/2025 | Harbor Group Inc. | 11,374 | $514K | 0.1% | -15.0% | 0.002% | |
| 1/15/2025 | Cypress Wealth Services LLC | 184,782 | $8.35M | 1.7% | -11.6% | 0.026% | |
| 1/15/2025 | Sanders Morris Harris LLC | 5,841 | $263K | 0.0% | N/A | 0.001% | |
| 1/14/2025 | Heritage Family Offices LLP | 19,887 | $899K | 0.4% | +41.4% | 0.003% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 5,871 | $265K | 0.1% | -14.7% | 0.001% | |
| 1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 67,449 | $3.05M | 0.1% | +18.3% | 0.010% | |
| 1/14/2025 | Apella Capital LLC | 125,689 | $5.68M | 0.2% | +198.4% | 0.018% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,311 | $59K | 0.0% | +533.3% | 0.000% | |
| 1/14/2025 | Park Avenue Securities LLC | 10,898,086 | $492.59M | 5.1% | -12.8% | 1.545% | |
| 1/14/2025 | Pines Wealth Management LLC | 65,518 | $2.93M | 1.3% | N/A | 0.009% | |
| 1/14/2025 | Accurate Wealth Management LLC | 22,721 | $1.02M | 0.2% | +1.8% | 0.003% | |
| 1/14/2025 | Sovereign Financial Group Inc. | 72,111 | $3.26M | 0.7% | -19.1% | 0.010% | |
| 1/14/2025 | Affinity Capital Advisors LLC | 1,067,397 | $48.00M | 9.0% | +7.4% | 0.151% | |
| 1/14/2025 | KWB Wealth | 331,720 | $15.63M | 1.9% | +51.8% | 0.047% | |
| 1/14/2025 | Ignite Planners LLC | 94,521 | $4.27M | 0.9% | +4.0% | 0.013% | |
| 1/14/2025 | 180 Wealth Advisors LLC | 7,974 | $360K | 0.1% | -23.7% | 0.001% | |
| 1/14/2025 | Global Financial Private Client LLC | 9,217 | $417K | 0.2% | -22.1% | 0.001% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 96,649 | $4.37M | 0.5% | -29.4% | 0.014% | |
| 1/14/2025 | Shira Ridge Wealth Management | 97,929 | $4.43M | 2.2% | +32.2% | 0.014% | |
| 1/13/2025 | PSI Advisors LLC | 3,887 | $176K | 0.1% | N/A | 0.001% | |
| 1/13/2025 | BCS Wealth Management | 21,713 | $981K | 0.2% | N/A | 0.003% | |
| 1/13/2025 | AdvisorNet Financial Inc | 12,305 | $556K | 0.0% | -89.0% | 0.002% | |
| 1/13/2025 | First Financial Corp IN | 767 | $35K | 0.0% | N/A | 0.000% | |
| 1/13/2025 | Tsfg LLC | 159,596 | $7.21M | 1.5% | +2.9% | 0.023% | |
| 1/13/2025 | PFW Advisors LLC | 133,920 | $6.05M | 1.9% | N/A | 0.019% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 598,708 | $27.06M | 0.5% | +13.8% | 0.085% | |
| 1/13/2025 | Claro Advisors LLC | 280,261 | $12.67M | 1.7% | -16.4% | 0.040% | |
| 1/13/2025 | Cooper Financial Group | 73,567 | $3.33M | 0.4% | +20.6% | 0.010% | |
| 1/13/2025 | Brookstone Capital Management | 581,972 | $26.31M | 0.4% | -21.1% | 0.082% | |
| 1/13/2025 | City State Bank | 9,847 | $445K | 0.2% | +14.5% | 0.001% | |
| 1/13/2025 | EWG Elevate Inc. | 7,874 | $356K | 0.1% | +25.5% | 0.001% | |
| 1/13/2025 | Matrix Trust Co | 26,620 | $1.20M | 0.2% | +621.6% | 0.004% | |
| 1/10/2025 | Sugarloaf Wealth Management LLC | 2,954 | $134K | 0.0% | -14.3% | 0.000% | |
| 1/10/2025 | ORG Wealth Partners LLC | 71,579 | $3.24M | 1.1% | -4.1% | 0.010% | |
| 1/10/2025 | ORG Partners LLC | 531,589 | $24.03M | 3.3% | +5.8% | 0.075% | |
| 1/8/2025 | International Assets Investment Management LLC | 14,424 | $652K | 0.0% | N/A | 0.002% | |
| 1/7/2025 | Range Financial Group LLC | 39,990 | $1.81M | 0.8% | N/A | 0.006% | |
| 1/7/2025 | One Wealth Capital Management LLC | 216,196 | $9.77M | 5.0% | N/A | 0.031% | |
| 1/7/2025 | FC Advisory LLC | 64,278 | $2.91M | 1.0% | +2.9% | 0.009% | |
| 1/6/2025 | Ridgeline Wealth LLC | 11,812 | $534K | 0.4% | N/A | 0.002% | |
| 1/6/2025 | Silverleafe Capital Partners LLC | 33,051 | $1.49M | 0.5% | N/A | 0.005% | |
| 1/3/2025 | Dentgroup LLC | 43,738 | $1.98M | 1.5% | +77.4% | 0.006% | |
| 12/26/2024 | JPMorgan Chase & Co. | 20,716,912 | $976.18M | 0.1% | +14.7% | 2.862% | |
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| 12/13/2024 | B. Riley Wealth Advisors Inc. | 797,695 | $37.50M | 1.0% | +11.8% | 0.110% | |
| 12/11/2024 | Alternative Investment Advisors LLC. | 59,282 | $2.79M | 1.5% | +34.4% | 0.008% | |
| 12/9/2024 | Forthright Family Wealth Advisory LLC | 270,257 | $12.51M | 7.6% | +100.2% | 0.037% | |
| 12/3/2024 | Bush Investment Group LLC | 71,794 | $3.38M | 2.7% | +17.4% | 0.010% | |
| 12/2/2024 | Beaird Harris Wealth Management LLC | 942 | $44K | 0.0% | +168.4% | 0.000% | |
| 11/29/2024 | Old North State Trust LLC | 20,677 | $974K | 0.8% | +121.9% | 0.003% | |
| 11/25/2024 | Destination Wealth Management | 874,107 | $41.19M | 1.3% | +3.5% | 0.121% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 3,556 | $168K | 0.0% | N/A | 0.000% | |
| 11/25/2024 | Sfmg LLC | 7,087 | $334K | 0.0% | +17.3% | 0.001% | |
| 11/25/2024 | World Investment Advisors LLC | 263,508 | $12.42M | 0.3% | +138.7% | 0.036% | |
