| 2/20/2025 | Ball & Co Wealth Management Inc. | 24,963 | $760K | 0.6% | N/A | 0.039% | |
| 2/18/2025 | Sunbelt Securities Inc. | 47,873 | $1.46M | 0.1% | -3.4% | 0.075% | |
| 2/17/2025 | EP Wealth Advisors LLC | 5,357 | $163K | 0.0% | -59.0% | 0.008% | |
| 2/17/2025 | Cresset Asset Management LLC | 6,928 | $211K | 0.0% | -39.9% | 0.011% | |
| 2/17/2025 | Captrust Financial Advisors | 18,811 | $573K | 0.0% | -20.5% | 0.029% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 13,467 | $410K | 0.0% | +22.5% | 0.021% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 6,575 | $200K | 0.0% | N/A | 0.010% | |
| 2/13/2025 | NFP Retirement Inc. | 17,725 | $540K | 0.0% | +76.8% | 0.028% | |
| 2/13/2025 | Raymond James Financial Inc. | 60,181 | $1.83M | 0.0% | N/A | 0.094% | |
| 2/13/2025 | FMR LLC | 11,535,300 | $351.48M | 0.0% | +188.9% | 18.086% | |
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| 2/13/2025 | Peapack Gladstone Financial Corp | 22,268 | $678K | 0.0% | -3.6% | 0.035% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 26,257 | $800K | 0.0% | -59.1% | 0.041% | |
| 2/13/2025 | Wells Fargo & Company MN | 8,044 | $245K | 0.0% | +353.7% | 0.013% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,307 | $558K | 0.0% | -45.9% | 0.029% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 9,202 | $282K | 0.0% | +41.6% | 0.014% | |
| 2/12/2025 | RWA Wealth Partners LLC | 20,019 | $610K | 0.0% | N/A | 0.031% | |
| 2/11/2025 | LPL Financial LLC | 339,924 | $10.36M | 0.0% | +32.2% | 0.533% | |
| 2/11/2025 | Bestgate Wealth Advisors LLC | 10,850 | $331K | 0.7% | N/A | 0.017% | |
| 2/10/2025 | Harbour Investments Inc. | 13,904 | $424K | 0.0% | +34.3% | 0.022% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 1,159,856 | $35.34M | 0.1% | +20.2% | 1.819% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,608 | $445K | 0.0% | N/A | 0.023% | |
| 2/10/2025 | Farther Finance Advisors LLC | 4,459 | $136K | 0.0% | +6,270.0% | 0.007% | |
| 2/7/2025 | Larson Financial Group LLC | 19,683 | $600K | 0.0% | -29.1% | 0.031% | |
| 2/6/2025 | Raymond James Financial Inc. | 60,181 | $1.83M | 0.0% | N/A | 0.094% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 7,229 | $220K | 0.0% | -4.9% | 0.011% | |
| 2/6/2025 | Mission Wealth Management LP | 7,218 | $220K | 0.0% | N/A | 0.011% | |
| 2/4/2025 | Processus Wealth & Capital Management LLC | 79,050 | $2.41M | 1.9% | +0.8% | 0.124% | |
| 2/4/2025 | Richardson Capital Management LLC | 3,844 | $117K | 0.1% | N/A | 0.006% | |
| 2/3/2025 | Private Advisor Group LLC | 70,765 | $2.16M | 0.0% | +376.3% | 0.111% | |
| 1/31/2025 | WBH Advisory Inc. | 21,797 | $664K | 0.1% | -49.0% | 0.034% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 94,631 | $2.88M | 0.1% | +6.9% | 0.148% | |
| 1/30/2025 | James Investment Research Inc. | 14,689 | $448K | 0.1% | +24.8% | 0.023% | |
| 1/30/2025 | Allworth Financial LP | 1,515 | $48K | 0.0% | +4,634.4% | 0.002% | |
| 1/29/2025 | Essex Financial Services Inc. | 47,491 | $1.45M | 0.1% | -1.3% | 0.074% | |
| 1/28/2025 | Advisory Resource Group | 154,154 | $4.70M | 1.0% | N/A | 0.242% | |
| 1/27/2025 | Vestia Personal Wealth Advisors | 36,279 | $1.11M | 0.8% | -2.7% | 0.057% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 157,100 | $4.79M | 0.1% | N/A | 0.246% | |
| 1/24/2025 | Everett Harris & Co. CA | 23,150 | $705K | 0.0% | N/A | 0.036% | |
| 1/22/2025 | Bensler LLC | 9,282 | $283K | 0.0% | -24.4% | 0.015% | |
| 1/21/2025 | GSB Wealth Management LLC | 7,372 | $225K | 0.1% | -15.6% | 0.012% | |
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| 1/17/2025 | Westside Investment Management Inc. | 828 | $25K | 0.0% | N/A | 0.001% | |
| 1/17/2025 | Investment Advisory Group LLC | 36,968 | $1.13M | 0.4% | +37.0% | 0.058% | |
| 1/16/2025 | Sowa Financial Group Inc. | 520,067 | $15.85M | 9.9% | +39.1% | 0.815% | |
| 1/13/2025 | PSI Advisors LLC | 2,267 | $69K | 0.0% | N/A | 0.004% | |
| 11/26/2024 | Peapack Gladstone Financial Corp | 23,103 | $715K | 0.0% | +28.5% | 0.036% | |
| 11/18/2024 | Sunbelt Securities Inc. | 49,557 | $1.53M | 0.2% | +93.0% | 0.078% | |
| 11/15/2024 | MML Investors Services LLC | 9,440 | $292K | 0.0% | -3.8% | 0.015% | |
| 11/15/2024 | Northeast Financial Consultants Inc | 7,238 | $224K | 0.0% | N/A | 0.011% | |
| 11/15/2024 | EP Wealth Advisors LLC | 13,060 | $404K | 0.0% | -37.6% | 0.020% | |
| 11/15/2024 | Jane Street Group LLC | 13,069 | $405K | 0.0% | -48.9% | 0.020% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 10,587 | $328K | 0.0% | N/A | 0.017% | |
| 11/15/2024 | Mark Sheptoff Financial Planning LLC | 5,532 | $171K | 0.1% | -6.1% | 0.009% | |
| 11/13/2024 | FMR LLC | 3,993,236 | $123.63M | 0.0% | -0.2% | 6.261% | |
| 11/12/2024 | Larson Financial Group LLC | 27,762 | $860K | 0.0% | -4.5% | 0.044% | |
| 11/5/2024 | Harbour Investments Inc. | 10,354 | $321K | 0.0% | +9.0% | 0.016% | |
| 11/1/2024 | Processus Wealth & Capital Management LLC | 78,401 | $2.43M | 2.0% | -3.1% | 0.123% | |
| 10/29/2024 | James Investment Research Inc. | 11,774 | $365K | 0.0% | N/A | 0.018% | |
| 10/28/2024 | US Bancorp DE | 2,000 | $62K | 0.0% | -70.9% | 0.003% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 88,517 | $2.74M | 0.1% | +2.2% | 0.139% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,438 | $292K | 0.0% | +6.2% | 0.015% | |
| 10/21/2024 | Marino Stram & Associates LLC | 6,717 | $208K | 0.0% | N/A | 0.011% | |
| 10/15/2024 | Investment Advisory Group LLC | 26,984 | $835K | 0.3% | +2.9% | 0.042% | |
| 10/10/2024 | Sowa Financial Group Inc. | 373,804 | $11.57M | 7.3% | N/A | 0.586% | |
| 10/10/2024 | CRA Financial Services LLC | 26,096 | $808K | 0.1% | -4.3% | 0.041% | |
| 10/10/2024 | Valeo Financial Advisors LLC | 6,747 | $209K | 0.0% | N/A | 0.011% | |
| 10/9/2024 | Harbor Group Inc. | 8,827 | $273K | 0.1% | N/A | 0.014% | |
| 8/19/2024 | EP Wealth Advisors LLC | 20,915 | $597K | 0.0% | +385.3% | 0.033% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,629 | $104K | 0.0% | -31.3% | 0.006% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 7,941 | $227K | 0.0% | N/A | 0.012% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 86,585 | $2.47M | 0.1% | -2.4% | 0.136% | |
| 8/2/2024 | Birchcreek Wealth Management LLC | 8,789 | $251K | 0.1% | N/A | 0.014% | |
| 7/31/2024 | Essex Financial Services Inc. | 48,469 | $1.38M | 0.1% | +10.0% | 0.076% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 710,890 | $20.30M | 0.0% | +4.3% | 1.115% | |
| 7/26/2024 | Harbour Investments Inc. | 9,499 | $271K | 0.0% | +173.4% | 0.015% | |
| 7/26/2024 | Bensler LLC | 12,356 | $353K | 0.0% | -7.4% | 0.019% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,222 | $1.41M | 0.0% | -10.6% | 0.077% | |
| 7/24/2024 | Processus Wealth & Capital Management LLC | 80,899 | $2.31M | 1.9% | +0.6% | 0.127% | |
| 7/22/2024 | Essex Private Wealth Management LLC | 58,119 | $1.66M | 4.2% | -1.4% | 0.091% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 8,886 | $254K | 0.0% | -39.8% | 0.014% | |
| 7/12/2024 | CRA Financial Services LLC | 27,269 | $779K | 0.2% | -3.6% | 0.043% | |
| 7/9/2024 | Mather Group LLC. | 4,652 | $136K | 0.0% | +3,295.6% | 0.007% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 5,946 | $166K | 0.0% | N/A | 0.009% | |
| 5/9/2024 | Great Lakes Retirement Inc. | 9,659 | $282K | 0.0% | N/A | 0.015% | |
| 5/2/2024 | Lincoln National Corp | 276,493 | $8.07M | 0.1% | -1.8% | 0.433% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 88,730 | $2.59M | 0.1% | -0.4% | 0.139% | |
| 4/30/2024 | North Star Investment Management Corp. | 1,647 | $48K | 0.0% | N/A | 0.003% | |
| 4/30/2024 | Investment Advisory Group LLC | 26,203 | $765K | 0.3% | +6.1% | 0.041% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 681,349 | $19.90M | 0.0% | +273.6% | 1.067% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 55,032 | $1.61M | 0.0% | +1.9% | 0.086% | |
| 4/24/2024 | Essex Financial Services Inc. | 44,077 | $1.29M | 0.1% | +3.1% | 0.069% | |
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| 4/23/2024 | Stonegate Investment Group LLC | 13,558 | $396K | 0.0% | N/A | 0.000% | |
| 4/22/2024 | Essex Private Wealth Management LLC | 58,937 | $1.72M | 4.9% | +0.9% | 0.000% | |
| 4/17/2024 | Private Ocean LLC | 2,220 | $65K | 0.0% | N/A | 0.000% | |
| 4/15/2024 | Sunbelt Securities Inc. | 25,612 | $748K | 0.1% | -3.1% | 0.000% | |
| 4/9/2024 | Rise Advisors LLC | 3,946 | $115K | 0.1% | N/A | 0.000% | |
| 4/5/2024 | CWM LLC | 1,765 | $52K | 0.0% | N/A | 0.000% | |
| 2/28/2024 | EP Wealth Advisors LLC | 4,212 | $113K | 0.0% | N/A | 0.000% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 12,464 | $335K | 0.0% | N/A | 0.000% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 19,970 | $536K | 0.0% | N/A | 0.000% | |
| 2/9/2024 | Advisory Services Network LLC | 11,260 | $302K | 0.0% | N/A | 0.000% | |
