| 2/17/2025 | Janus Henderson Group PLC | 4,119 | $213K | 0.0% | -98.0% | 0.086% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,192 | $373K | 0.0% | N/A | 0.150% | |
| 2/14/2025 | Jane Street Group LLC | 6,591 | $341K | 0.0% | -63.2% | 0.137% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 634,747 | $32.89M | 0.1% | +46.4% | 13.224% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 7,802 | $404K | 0.0% | N/A | 0.163% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,221 | $1.10M | 0.0% | +12.8% | 0.442% | |
| 2/13/2025 | Raymond James Financial Inc. | 3,867 | $200K | 0.0% | N/A | 0.081% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 74,694 | $3.87M | 0.0% | +17.4% | 1.556% | |
| 2/12/2025 | Nottingham Advisors Inc. | 424,891 | $22.01M | 2.8% | -1.9% | 8.852% | |
| 2/12/2025 | OLD Mission Capital LLC | 5,873 | $304K | 0.0% | N/A | 0.122% | |
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| 2/12/2025 | Transamerica Financial Advisors Inc. | 41,176 | $2.13M | 0.2% | -1.6% | 0.858% | |
| 2/12/2025 | JPMorgan Chase & Co. | 10,506 | $544K | 0.0% | N/A | 0.219% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 1,019,806 | $52.84M | 0.7% | +8.1% | 21.246% | |
| 2/11/2025 | Community Bank N.A. | 10,284 | $533K | 0.1% | +14.2% | 0.214% | |
| 2/11/2025 | LPL Financial LLC | 110,997 | $5.75M | 0.0% | N/A | 2.312% | |
| 2/11/2025 | 1620 Investment Advisors Inc. | 27,137 | $1.41M | 1.1% | N/A | 0.565% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 49,207 | $2.55M | 0.6% | N/A | 1.025% | |
| 2/10/2025 | Corient Private Wealth LLC | 126,473 | $6.55M | 0.0% | +52.4% | 2.635% | |
| 2/10/2025 | Farther Finance Advisors LLC | 12,088 | $626K | 0.0% | +3.4% | 0.252% | |
| 2/6/2025 | Raymond James Financial Inc. | 3,867 | $200K | 0.0% | N/A | 0.081% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,766 | $299K | 0.0% | +103.7% | 0.120% | |
| 2/5/2025 | Flaharty Asset Management LLC | 323,678 | $16.77M | 2.4% | N/A | 6.743% | |
| 2/5/2025 | Private Trust Co. NA | 4,000 | $207K | 0.0% | N/A | 0.083% | |
| 2/4/2025 | Bank of New York Mellon Corp | 112,977 | $5.85M | 0.0% | +1.0% | 2.354% | |
| 2/4/2025 | Brown Financial Advisors | 95,746 | $4.96M | 2.0% | +45.0% | 1.995% | |
| 2/4/2025 | Pine Valley Investments Ltd Liability Co | 96,871 | $5.02M | 0.3% | +7.8% | 2.018% | |
| 2/3/2025 | Waterfront Wealth Inc. | 44,524 | $2.31M | 0.6% | +81.5% | 0.928% | |
| 1/31/2025 | Truist Financial Corp | 56,748 | $2.94M | 0.0% | -8.1% | 1.182% | |
| 1/29/2025 | Hidden Cove Wealth Management LLC | 58,808 | $3.05M | 2.5% | N/A | 1.225% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 15,346 | $795K | 0.0% | N/A | 0.320% | |
| 1/29/2025 | Leavell Investment Management Inc. | 9,612 | $498K | 0.0% | N/A | 0.200% | |
| 1/29/2025 | Paladin Wealth LLC | 61,474 | $3.19M | 2.8% | +43.0% | 1.281% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 11,770 | $610K | 0.5% | N/A | 0.245% | |
| 1/28/2025 | Advisory Resource Group | 234,899 | $12.17M | 2.6% | +5.1% | 4.894% | |
| 1/28/2025 | Apollon Wealth Management LLC | 98,012 | $5.08M | 0.1% | +11.4% | 2.042% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 14,345 | $743K | 0.1% | +108.5% | 0.299% | |
| 1/23/2025 | Masso Torrence Wealth Management Inc. | 48,607 | $2.52M | 1.3% | +11.2% | 1.013% | |
| 1/22/2025 | Epiq Partners LLC | 164,580 | $8.53M | 4.6% | N/A | 3.429% | |
| 1/21/2025 | Gradient Investments LLC | 1,614,921 | $83.67M | 1.7% | +41.4% | 33.644% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 18,558 | $961K | 0.0% | N/A | 0.387% | |
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| 1/17/2025 | Magnus Financial Group LLC | 55,611 | $2.88M | 0.3% | +53.8% | 1.159% | |
| 1/16/2025 | Atwood & Palmer Inc. | 359,839 | $18.64M | 1.3% | +15.6% | 7.497% | |
| 1/16/2025 | Annex Advisory Services LLC | 14,964 | $775K | 0.0% | -94.0% | 0.312% | |
| 1/14/2025 | Northside Capital Management LLC | 14,000 | $725K | 0.2% | N/A | 0.292% | |
| 1/14/2025 | Financial Enhancement Group LLC | 488,386 | $25.24M | 3.9% | N/A | 10.175% | |
| 1/13/2025 | Courier Capital LLC | 32,522 | $1.69M | 0.1% | N/A | 0.678% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 258,954 | $13.72M | 0.0% | -0.4% | 5.395% | |
| 1/8/2025 | Weaver Consulting Group | 4,200 | $218K | 0.1% | N/A | 0.088% | |
| 1/7/2025 | Rise Advisors LLC | 638 | $33K | 0.0% | N/A | 0.013% | |
| 11/25/2024 | Sanctuary Advisors LLC | 7,670 | $398K | 0.0% | N/A | 0.160% | |
| 11/25/2024 | Pine Valley Investments Ltd Liability Co | 89,843 | $4.76M | 0.3% | N/A | 1.872% | |
| 11/20/2024 | Advisory Resource Group | 223,502 | $11.84M | 2.5% | +1.1% | 4.656% | |
| 11/18/2024 | Brown Financial Advisors | 66,027 | $3.50M | 1.4% | +4.7% | 1.376% | |
| 11/15/2024 | Jane Street Group LLC | 17,918 | $949K | 0.0% | -44.4% | 0.373% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 433,647 | $22.82M | 0.1% | N/A | 9.034% | |
| 11/15/2024 | Janus Henderson Group PLC | 204,091 | $10.81M | 0.0% | -49.4% | 4.252% | |
| 11/15/2024 | Community Bank N.A. | 9,002 | $477K | 0.1% | +68.8% | 0.188% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 41,848 | $2.22M | 0.2% | N/A | 0.872% | |
| 11/7/2024 | MAI Capital Management | 35,290 | $1.87M | 0.0% | N/A | 0.735% | |
| 11/5/2024 | Apollon Wealth Management LLC | 87,997 | $4.66M | 0.1% | +71.3% | 1.833% | |
| 11/4/2024 | State of New Jersey Common Pension Fund D | 455,248 | $24.12M | 0.1% | +145.8% | 9.484% | |
| 10/29/2024 | Farther Finance Advisors LLC | 11,695 | $620K | 0.0% | N/A | 0.244% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 260,067 | $13.78M | 0.0% | +175.3% | 5.418% | |
| 10/24/2024 | Masso Torrence Wealth Management Inc. | 43,730 | $2.32M | 1.2% | +3.4% | 0.911% | |
| 10/16/2024 | Nottingham Advisors Inc. | 433,001 | $22.94M | 2.5% | +33.9% | 9.021% | |
| 10/15/2024 | Magnus Financial Group LLC | 36,150 | $1.92M | 0.2% | +83.9% | 0.753% | |
| 10/11/2024 | Paladin Wealth LLC | 42,975 | $2.28M | 2.0% | N/A | 0.895% | |
| 10/10/2024 | Annex Advisory Services LLC | 247,915 | $13.13M | 0.4% | +137.7% | 5.165% | |
| 10/8/2024 | Atwood & Palmer Inc. | 311,340 | $16.49M | 1.1% | +10.4% | 6.486% | |
| 9/30/2024 | Mattson Financial Services LLC | 39,311 | $2.04M | 0.7% | N/A | 0.819% | |
| 8/30/2024 | Brown Financial Advisors | 63,053 | $3.26M | 1.5% | N/A | 1.314% | |
| 8/21/2024 | Truist Financial Corp | 59,420 | $3.08M | 0.0% | N/A | 1.238% | |
| 8/16/2024 | NewEdge Advisors LLC | 18,398 | $952K | 0.0% | N/A | 0.383% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 32,755 | $1.70M | 0.0% | +348.0% | 0.682% | |
| 8/8/2024 | State of New Jersey Common Pension Fund D | 185,248 | $9.59M | 0.0% | -7.4% | 3.859% | |
| 8/3/2024 | Nottingham Advisors Inc. | 323,273 | $16.73M | 2.0% | +24.0% | 6.735% | |
| 8/2/2024 | Financial Enhancement Group LLC | 451,049 | $23.53M | 3.4% | +1.9% | 9.397% | |
| 8/2/2024 | Magnus Financial Group LLC | 19,657 | $1.02M | 0.1% | N/A | 0.410% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 171,674 | $8.89M | 0.0% | +3.4% | 3.577% | |
| 7/26/2024 | Bank of New York Mellon Corp | 113,668 | $5.88M | 0.0% | -4.6% | 2.368% | |
| 7/24/2024 | Advisory Resource Group | 221,030 | $11.44M | 2.6% | +5.4% | 4.605% | |
| 7/22/2024 | Masso Torrence Wealth Management Inc. | 42,295 | $2.19M | 1.2% | +28.0% | 0.881% | |
| 7/20/2024 | Apollon Wealth Management LLC | 51,366 | $2.66M | 0.1% | +297.8% | 1.070% | |
| 7/18/2024 | Gradient Investments LLC | 1,066,772 | $55.22M | 1.2% | N/A | 22.224% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 94,452 | $4.89M | 0.0% | +212.1% | 1.968% | |
| 7/12/2024 | Annex Advisory Services LLC | 104,289 | $5.40M | 0.2% | N/A | 2.173% | |
| 7/10/2024 | Atwood & Palmer Inc. | 281,900 | $14.59M | 1.1% | +17.9% | 5.873% | |
| 5/17/2024 | Advisory Resource Group | 209,663 | $10.83M | 2.5% | +32.0% | 4.368% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 165,955 | $8.57M | 0.0% | N/A | 3.457% | |
| 4/23/2024 | Masso Torrence Wealth Management Inc. | 33,033 | $1.71M | 1.0% | N/A | 0.688% | |
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| 4/18/2024 | Congress Wealth Management LLC DE | 762,611 | $39.37M | 0.7% | N/A | 0.000% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 30,265 | $1.56M | 0.0% | N/A | 0.000% | |
| 4/15/2024 | Financial Enhancement Group LLC | 442,423 | $22.64M | 3.7% | +92.7% | 0.000% | |
| 4/10/2024 | Atwood & Palmer Inc. | 239,070 | $12.34M | 0.9% | +1,689.4% | 0.000% | |
| 2/14/2024 | Vantage Financial Partners Ltd. Inc. | 80,163 | $4.12M | 1.3% | N/A | 0.000% | |
| 2/9/2024 | Corient Private Wealth LLC | 54,693 | $2.81M | 0.0% | N/A | 0.000% | |
| 1/18/2024 | Financial Enhancement Group LLC | 229,645 | $11.81M | 2.1% | N/A | 0.000% | |
| 1/12/2024 | Atwood & Palmer Inc. | 13,360 | $686K | 0.1% | N/A | 0.000% | |
