| 2/17/2025 | Gen Wealth Partners Inc | 3,523 | $122K | 0.1% | N/A | 0.097% | |
| 2/14/2025 | Stifel Financial Corp | 7,696 | $267K | 0.0% | N/A | 0.211% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 11,565 | $402K | 0.0% | -26.8% | 0.317% | |
| 2/14/2025 | MML Investors Services LLC | 107,358 | $3.73M | 0.0% | +66.3% | 2.941% | |
| 2/13/2025 | Garden State Investment Advisory Services LLC | 15,075 | $524K | 0.2% | -29.8% | 0.413% | |
| 2/13/2025 | Anchor Investment Management LLC | 2,475 | $86K | 0.0% | N/A | 0.068% | |
| 2/13/2025 | Adams Wealth Management | 132,868 | $4.62M | 0.9% | +15.3% | 3.640% | |
| 2/13/2025 | Townsquare Capital LLC | 97,324 | $3.38M | 0.0% | -13.0% | 2.666% | |
| 2/13/2025 | Raymond James Financial Inc. | 48,181 | $1.67M | 0.0% | N/A | 1.320% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 328,758 | $11.42M | 0.0% | +22.5% | 9.007% | |
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| 2/13/2025 | Wells Fargo & Company MN | 122,350 | $4.25M | 0.0% | +8,651.8% | 3.352% | |
| 2/12/2025 | JPMorgan Chase & Co. | 333,942 | $11.60M | 0.0% | N/A | 9.149% | |
| 2/11/2025 | Prudential Financial Inc. | 1,245,522 | $43.79M | 0.1% | +57.2% | 34.124% | |
| 2/11/2025 | LPL Financial LLC | 251,810 | $8.75M | 0.0% | +339.2% | 6.899% | |
| 2/10/2025 | BlackDiamond Wealth Management LLC | 6,748 | $234K | 0.1% | +5.9% | 0.185% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,940 | $137K | 0.0% | N/A | 0.108% | |
| 2/10/2025 | Harbour Investments Inc. | 2,161 | $75K | 0.0% | N/A | 0.059% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 19,731 | $685K | 0.0% | +42.9% | 0.541% | |
| 2/10/2025 | Hughes Financial Services LLC | 216,814 | $7.53M | 1.5% | N/A | 5.940% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 21,730 | $755K | 0.0% | N/A | 0.595% | |
| 2/10/2025 | Austin Wealth Management LLC | 7,529 | $264K | 0.1% | -21.7% | 0.206% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 100,863 | $3.50M | 0.0% | +184.8% | 2.763% | |
| 2/7/2025 | Ashton Thomas Private Wealth LLC | 8,199 | $287K | 0.0% | N/A | 0.225% | |
| 2/6/2025 | Vestmark Advisory Solutions Inc. | 246,898 | $8.58M | 0.3% | +11.7% | 6.764% | |
| 2/6/2025 | Raymond James Financial Inc. | 48,181 | $1.67M | 0.0% | N/A | 1.320% | |
| 2/6/2025 | Symphony Financial Services Inc. | 7,761 | $270K | 0.2% | -13.4% | 0.213% | |
| 2/5/2025 | Goodwin Investment Advisory | 235,878 | $8.23M | 4.3% | N/A | 6.462% | |
| 2/5/2025 | Fjell Capital LLC | 97,551 | $3.39M | 3.5% | N/A | 2.673% | |
| 2/3/2025 | Private Advisor Group LLC | 8,318 | $289K | 0.0% | -12.3% | 0.228% | |
| 1/31/2025 | Global Retirement Partners LLC | 5,351 | $186K | 0.0% | +35.3% | 0.147% | |
| 1/31/2025 | State of New Jersey Common Pension Fund D | 350,000 | $12.16M | 0.0% | N/A | 9.589% | |
| 1/29/2025 | Financial Connections Group Inc. | 16,213 | $563K | 0.3% | -8.1% | 0.444% | |
| 1/27/2025 | Foguth Wealth Management LLC. | 85,399 | $3.01M | 0.8% | +32.1% | 2.340% | |
| 1/27/2025 | Alexander Labrunerie & CO. Inc. | 9,187 | $319K | 0.1% | N/A | 0.252% | |
| 1/24/2025 | One Wealth Advisors LLC | 17,486 | $607K | 0.1% | N/A | 0.479% | |
| 1/24/2025 | Better Money Decisions LLC | 13,150 | $457K | 0.3% | N/A | 0.360% | |
| 1/24/2025 | Horst & Graben Wealth Management LLC | 16,442 | $571K | 0.1% | N/A | 0.450% | |
| 1/23/2025 | Austin Private Wealth LLC | 21,730 | $755K | 0.1% | N/A | 0.595% | |
| 1/23/2025 | Fifth Third Securities Inc. | 94,549 | $3.29M | 0.3% | +40.3% | 2.590% | |
| 1/23/2025 | Milestone Asset Management LLC | 12,176 | $423K | 0.1% | -3.9% | 0.334% | |
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| 1/23/2025 | Strategic Blueprint LLC | 33,855 | $1.18M | 0.1% | N/A | 0.928% | |
| 1/22/2025 | Spectrum Planning & Advisory Services Inc. | 6,084 | $211K | 0.2% | N/A | 0.167% | |
| 1/15/2025 | Sax Wealth Advisors LLC | 25,754 | $895K | 0.1% | N/A | 0.706% | |
| 1/14/2025 | Rovin Capital UT ADV | 24,600 | $855K | 0.3% | +5.7% | 0.674% | |
| 1/14/2025 | Park Avenue Securities LLC | 24,481 | $850K | 0.0% | +1.3% | 0.671% | |
| 1/14/2025 | Signal Advisors Wealth LLC | 123,588 | $4.33M | 0.5% | +98.1% | 3.386% | |
| 1/13/2025 | Ellenbecker Investment Group | 48,064 | $1.67M | 0.3% | N/A | 1.317% | |
| 1/13/2025 | PFW Advisors LLC | 136,556 | $4.74M | 1.5% | N/A | 3.741% | |
| 1/13/2025 | Claro Advisors LLC | 27,708 | $963K | 0.1% | N/A | 0.759% | |
| 1/3/2025 | First Citizens Financial Corp | 36,552 | $1.27M | 0.7% | +7.8% | 1.001% | |
| 12/10/2024 | Garden State Investment Advisory Services LLC | 21,466 | $769K | 0.2% | +9.5% | 0.588% | |
| 11/15/2024 | MML Investors Services LLC | 64,572 | $2.31M | 0.0% | +9.2% | 1.769% | |
| 11/15/2024 | Hilltop Holdings Inc. | 8,483 | $304K | 0.0% | N/A | 0.232% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 21,466 | $769K | 0.2% | +9.5% | 0.588% | |
| 11/14/2024 | Flow Traders U.S. LLC | 6,691 | $240K | 0.0% | N/A | 0.183% | |
| 11/13/2024 | Townsquare Capital LLC | 111,929 | $4.01M | 0.0% | +1.4% | 3.067% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 35,421 | $1.27M | 0.0% | +3,593.5% | 0.970% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 15,798 | $566K | 0.0% | -64.8% | 0.433% | |
| 11/1/2024 | Rovin Capital UT ADV | 23,280 | $833K | 0.3% | +2.2% | 0.638% | |
| 10/28/2024 | CacheTech Inc. | 115,267 | $4.13M | 0.9% | +7.4% | 3.158% | |
| 10/28/2024 | Austin Wealth Management LLC | 9,617 | $341K | 0.1% | +28.8% | 0.263% | |
| 10/22/2024 | Private Advisor Group LLC | 9,490 | $340K | 0.0% | N/A | 0.260% | |
| 10/3/2024 | Park Avenue Securities LLC | 24,165 | $865K | 0.0% | -3.5% | 0.662% | |
| 8/14/2024 | Bank of Montreal Can | 11,695 | $404K | 0.0% | N/A | 0.320% | |
| 8/13/2024 | Garden State Investment Advisory Services LLC | 19,609 | $676K | 0.2% | -7.7% | 0.537% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 211,898 | $7.31M | 0.0% | -20.5% | 5.805% | |
| 7/26/2024 | Financial Connections Group Inc. | 17,761 | $612K | 0.3% | -10.9% | 0.487% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,159 | $316K | 0.0% | -52.7% | 0.251% | |
| 7/16/2024 | Foguth Wealth Management LLC. | 36,272 | $1.25M | 0.6% | N/A | 0.994% | |
| 7/15/2024 | Fifth Third Securities Inc. | 67,310 | $2.32M | 0.2% | N/A | 1.844% | |
| 7/10/2024 | PFW Advisors LLC | 134,680 | $4.65M | 1.5% | -2.2% | 3.690% | |
| 7/9/2024 | Park Avenue Securities LLC | 25,035 | $863K | 0.0% | -22.2% | 0.686% | |
| 5/31/2024 | First Citizens Financial Corp | 33,283 | $1.17M | 0.7% | +2.3% | 0.912% | |
| 5/20/2024 | Adams Wealth Management | 93,238 | $3.27M | 0.8% | +23.1% | 2.554% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,377 | $679K | 0.0% | N/A | 0.538% | |
| 5/4/2024 | Financial Connections Group Inc. | 19,923 | $698K | 0.8% | -15.2% | 0.553% | |
| 4/22/2024 | Rovin Capital UT ADV | 22,947 | $804K | 0.3% | +11.4% | 0.632% | |
| 4/11/2024 | PFW Advisors LLC | 137,753 | $4.83M | 1.5% | +6.7% | 5.009% | |
| 4/10/2024 | Park Avenue Securities LLC | 32,192 | $1.13M | 0.0% | +6.4% | 1.171% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 4,732 | $165K | 0.1% | +407.7% | 0.172% | |
| 2/15/2024 | Garden State Investment Advisory Services LLC | 19,492 | $678K | 0.3% | +22.6% | 0.709% | |
| 2/12/2024 | Adams Wealth Management | 75,765 | $2.64M | 0.8% | +3.0% | 2.755% | |
| 2/9/2024 | BlackDiamond Wealth Management LLC | 6,965 | $240K | 0.2% | +7.7% | 0.253% | |
| 2/2/2024 | Truist Financial Corp | 13,242 | $461K | 0.0% | N/A | 0.482% | |
| 2/1/2024 | CWM LLC | 8,273 | $288K | 0.0% | N/A | 0.301% | |
| 1/26/2024 | Financial Connections Group Inc. | 23,487 | $817K | 0.5% | +1.9% | 0.854% | |
| 1/22/2024 | Wright Fund Management LLC | 224,700 | $7.82M | 0.4% | +49.8% | 8.171% | |
| 1/22/2024 | PFW Advisors LLC | 129,138 | $4.49M | 1.4% | -4.5% | 4.696% | |
| 1/16/2024 | Raymond James & Associates | 14,000 | $487K | 0.0% | N/A | 0.509% | |
| 1/11/2024 | First Citizens Financial Corp | 32,529 | $1.13M | 0.7% | +51.7% | 1.183% | |
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| 11/13/2023 | Garden State Investment Advisory Services LLC | 15,904 | $531K | 0.2% | +114.0% | 0.578% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 101,751 | $3.40M | 0.0% | N/A | 3.700% | |
| 11/6/2023 | Financial Connections Group Inc. | 23,060 | $770K | 0.9% | -25.0% | 0.839% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 27,530 | $920K | 0.0% | +7.6% | 1.001% | |
| 10/26/2023 | Park Avenue Securities LLC | 25,027 | $836K | 0.0% | N/A | 0.910% | |
| 10/25/2023 | Rovin Capital UT ADV | 20,485 | $684K | 0.3% | +9.0% | 0.745% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 12,918 | $432K | 0.0% | -2.5% | 0.470% | |
| 10/16/2023 | PFW Advisors LLC | 135,159 | $4.52M | 1.6% | +0.7% | 4.915% | |
| 10/13/2023 | First Citizens Financial Corp | 21,438 | $716K | 0.5% | +23.8% | 0.780% | |
| 8/9/2023 | Rovin Capital UT ADV | 18,790 | $640K | 0.3% | +5.5% | 0.683% | |
