| 8/13/2025 | Flow Traders U.S. LLC | 1,457 | $214K | 0.0% | -15.0% | 0.177% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,720 | $399K | 0.0% | +17.5% | 0.330% | |
| 7/30/2025 | Citizens & Northern Corp | 1,456 | $214K | 0.1% | N/A | 0.176% | |
| 7/29/2025 | Roof Eidam Maycock Peralta LLC | 9,234 | $1.36M | 0.3% | -2.0% | 1.119% | |
| 7/23/2025 | SGL Investment Advisors Inc. | 5,820 | $855K | 0.4% | +1.9% | 0.705% | |
| 7/18/2025 | First United Bank & Trust | 28,476 | $4.18M | 1.5% | -3.9% | 3.452% | |
| 7/15/2025 | Well Done LLC | 5,165 | $758K | 0.1% | +5.9% | 0.626% | |
| 7/11/2025 | Farther Finance Advisors LLC | 200 | $29K | 0.0% | N/A | 0.024% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,021 | $300K | 0.0% | N/A | 0.245% | |
| 5/15/2025 | Royal Bank of Canada | 6,538 | $879K | 0.0% | +2.8% | 0.769% | |
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| 5/9/2025 | Roof Eidam Maycock Peralta LLC | 9,419 | $1.27M | 0.3% | -7.1% | 1.108% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 5,709 | $773K | 0.4% | +4.7% | 0.672% | |
| 5/8/2025 | Harbour Investments Inc. | 1,125 | $151K | 0.0% | -9.3% | 0.132% | |
| 5/8/2025 | RVW Wealth LLC | 16,263 | $2.19M | 0.2% | -3.1% | 1.913% | |
| 5/7/2025 | LPL Financial LLC | 42,802 | $5.75M | 0.0% | +1.2% | 5.036% | |
| 4/29/2025 | Interactive Financial Advisors Inc. | 35,232 | $4.73M | 2.5% | -1.8% | 4.145% | |
| 4/29/2025 | Olde Wealth Management LLC | 67,373 | $9.05M | 3.2% | -16.7% | 7.926% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 5,503 | $739K | 0.0% | -23.1% | 0.629% | |
| 4/15/2025 | First United Bank & Trust | 29,635 | $3.98M | 1.5% | -14.9% | 3.387% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,347 | $323K | 0.0% | N/A | 0.254% | |
| 2/17/2025 | SGL Investment Advisors Inc. | 5,453 | $787K | 0.4% | -3.1% | 0.341% | |
| 2/17/2025 | Citadel Advisors LLC | 4,687 | $646K | 0.0% | -42.2% | 0.293% | |
| 2/17/2025 | Bank of America Corp DE | 4,752 | $655K | 0.0% | -3.1% | 0.297% | |
| 2/14/2025 | Northern Trust Corp | 133,667 | $18.42M | 0.0% | -44.2% | 8.354% | |
| 2/14/2025 | Berger Financial Group Inc | 1,486 | $205K | 0.0% | N/A | 0.093% | |
| 2/14/2025 | Susquehanna International Group LLP | 15,061 | $2.08M | 0.0% | -28.0% | 0.941% | |
| 2/13/2025 | Raymond James Financial Inc. | 2,021 | $278K | 0.0% | N/A | 0.126% | |
| 2/11/2025 | Crowley Wealth Management Inc. | 250 | $34K | 0.0% | N/A | 0.016% | |
| 2/11/2025 | LPL Financial LLC | 42,293 | $5.83M | 0.0% | -1.9% | 2.643% | |
| 2/11/2025 | Financial Network Wealth Management LLC | 80,893 | $11.15M | 4.0% | -1.2% | 5.056% | |
| 2/7/2025 | Independent Advisor Alliance | 2,590 | $357K | 0.0% | N/A | 0.162% | |
| 2/6/2025 | Raymond James Financial Inc. | 2,021 | $278K | 0.0% | N/A | 0.126% | |
| 2/6/2025 | Interactive Financial Advisors Inc. | 35,867 | $4.94M | 2.6% | -1.6% | 2.242% | |
| 2/3/2025 | First Horizon Advisors Inc. | 1,052 | $145K | 0.0% | -10.6% | 0.066% | |
| 2/3/2025 | Capital Advisory Group Advisory Services LLC | 4,000 | $551K | 0.2% | +14.3% | 0.250% | |
| 1/23/2025 | RVW Wealth LLC | 16,782 | $2.31M | 0.2% | -0.9% | 1.049% | |
| 1/23/2025 | Synergy Asset Management LLC | 17,435 | $2.39M | 0.2% | +1,020.5% | 1.090% | |
| 1/16/2025 | First United Bank & Trust | 34,820 | $4.80M | 1.7% | -8.7% | 2.176% | |
| 11/15/2024 | SGL Investment Advisors Inc. | 5,625 | $781K | 0.4% | N/A | 0.352% | |
| 10/21/2024 | Roof Eidam Maycock Peralta LLC | 10,175 | $1.38M | 0.4% | -17.8% | 0.636% | |
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| 10/15/2024 | First United Bank & Trust | 38,121 | $5.18M | 1.9% | -5.7% | 2.383% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 1,511 | $205K | 0.0% | N/A | 0.094% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 680 | $87K | 0.0% | N/A | 0.043% | |
| 8/5/2024 | Synergy Asset Management LLC | 1,792 | $230K | 0.0% | N/A | 0.112% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,745 | $865K | 0.0% | +3.4% | 0.422% | |
| 7/31/2024 | Citizens & Northern Corp | 2,520 | $323K | 0.1% | +8.6% | 0.158% | |
| 7/9/2024 | Mather Group LLC. | 1,200 | $152K | 0.0% | N/A | 0.075% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 2,046 | $259K | 0.0% | N/A | 0.128% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 12,385 | $1.57M | 0.4% | +4.0% | 0.774% | |
| 5/2/2024 | Better Money Decisions LLC | 3,000 | $380K | 0.3% | N/A | 0.188% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 6,521 | $826K | 0.0% | -21.9% | 0.408% | |
| 4/8/2024 | RVW Wealth LLC | 16,870 | $2.14M | 0.2% | -0.7% | 1.022% | |
| 2/15/2024 | Forefront Analytics LLC | 39,972 | $4.64M | 2.3% | N/A | 2.423% | |
| 2/9/2024 | Citizens & Northern Corp | 2,206 | $256K | 0.1% | N/A | 0.134% | |
| 2/8/2024 | First United Bank & Trust | 42,710 | $4.96M | 2.0% | +5.8% | 2.588% | |
| 2/6/2024 | First Horizon Advisors Inc. | 1,212 | $141K | 0.0% | N/A | 0.073% | |
| 2/1/2024 | Monument Group Wealth Advisors LLC | 2,378 | $276K | 0.2% | N/A | 0.144% | |
| 1/19/2024 | Synergy Asset Management LLC | 1,806 | $210K | 0.0% | N/A | 0.109% | |
| 1/16/2024 | CVA Family Office LLC | 225 | $26K | 0.0% | N/A | 0.014% | |
| 1/10/2024 | Financial Network Wealth Management LLC | 88,175 | $10.23M | 4.4% | -0.6% | 5.344% | |
| 11/13/2023 | Northern Trust Corp | 836,023 | $88.10M | 0.0% | -0.3% | 50.668% | |
| 11/13/2023 | LPL Financial LLC | 42,186 | $4.45M | 0.0% | -3.4% | 2.557% | |
| 11/8/2023 | HighTower Advisors LLC | 3,278 | $346K | 0.0% | -10.7% | 0.199% | |
| 10/27/2023 | TIAA Trust National Association | 2,224 | $234K | 0.0% | N/A | 0.135% | |
| 10/26/2023 | Interactive Financial Advisors Inc. | 34,943 | $3.68M | 2.5% | -11.1% | 2.118% | |
| 10/24/2023 | First United Bank & Trust | 40,353 | $4.25M | 2.0% | -1.0% | 2.446% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,650 | $490K | 0.0% | +4.6% | 0.282% | |
| 10/23/2023 | Sheets Smith Wealth Management | 1,000 | $105K | 0.0% | N/A | 0.061% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 8,314 | $876K | 0.0% | -19.2% | 0.504% | |
| 10/18/2023 | Capital Advisory Group Advisory Services LLC | 2,500 | $263K | 0.1% | N/A | 0.152% | |
| 10/12/2023 | RVW Wealth LLC | 16,963 | $1.79M | 0.2% | +0.9% | 1.028% | |
| 10/11/2023 | AE Wealth Management LLC | 2,866 | $302K | 0.0% | N/A | 0.174% | |
| 8/11/2023 | Citizens & Northern Corp | 1,982 | $214K | 0.1% | -14.0% | 0.120% | |
| 8/11/2023 | Northern Trust Corp | 838,245 | $90.60M | 0.0% | -2.9% | 50.803% | |
| 8/9/2023 | Flow Traders U.S. LLC | 2,079 | $225K | 0.0% | N/A | 0.126% | |
| 8/4/2023 | Parallel Advisors LLC | 4,477 | $484K | 0.0% | +4.6% | 0.263% | |
| 8/2/2023 | Milestone Investment Advisors LLC | 1,883 | $204K | 0.1% | -11.7% | 0.111% | |
| 8/1/2023 | Interactive Financial Advisors Inc. | 39,317 | $4.25M | 2.9% | -2.9% | 2.313% | |
| 8/1/2023 | Roof Eidam Maycock Peralta LLC | 11,965 | $1.29M | 0.4% | -18.8% | 0.704% | |
| 7/31/2023 | LPL Financial LLC | 43,685 | $4.72M | 0.0% | +3.5% | 2.570% | |
| 7/31/2023 | Financial Network Wealth Management LLC | 89,337 | $9.96M | 4.6% | +9.9% | 5.255% | |
| 7/17/2023 | Wealthcare Advisory Partners LLC | 1,910 | $206K | 0.0% | N/A | 0.112% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,444 | $480K | 0.0% | +10.0% | 0.261% | |
| 7/10/2023 | Buttonwood Financial Advisors Inc. | 2,687 | $290K | 0.2% | N/A | 0.158% | |
| 7/7/2023 | RVW Wealth LLC | 16,818 | $1.82M | 0.2% | +12.9% | 0.989% | |
| 5/10/2023 | LPL Financial LLC | 42,227 | $4.19M | 0.0% | -0.6% | 2.484% | |
| 5/5/2023 | Capital Analysts LLC | 3,735 | $371K | 0.0% | -56.1% | 0.220% | |
| 5/5/2023 | Kalos Management Inc. | 250 | $25K | 0.1% | N/A | 0.015% | |
| 5/4/2023 | Financial Network Wealth Management LLC | 81,321 | $8.08M | 4.0% | -0.4% | 4.784% | |
| 4/27/2023 | Interactive Financial Advisors Inc. | 40,485 | $4.02M | 2.6% | -2.9% | 2.381% | |
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| 4/24/2023 | NovaPoint Capital LLC | 2,073 | $206K | 0.1% | N/A | 0.122% | |
| 4/20/2023 | Empire Financial Management Company LLC | 2,158 | $214K | 0.1% | N/A | 0.127% | |
| 4/20/2023 | Capital Advisory Group Advisory Services LLC | 2,500 | $248K | 0.1% | N/A | 0.147% | |
| 4/18/2023 | First United Bank & Trust | 40,649 | $4.04M | 1.9% | -16.7% | 2.391% | |
| 3/15/2023 | Milestone Investment Advisors LLC | 2,400 | $220K | 0.1% | N/A | 0.141% | |
| 2/10/2023 | Financial Network Wealth Management LLC | 81,629 | $7.50M | 4.1% | +15.4% | 0.000% | |
| 2/9/2023 | HighTower Advisors LLC | 3,761 | $345K | 0.0% | -7.0% | 0.000% | |
| 2/8/2023 | Interactive Financial Advisors | 41,694 | $3.83M | 2.3% | +11.6% | 0.000% | |
| 2/8/2023 | Capital Analysts LLC | 8,503 | $781K | 0.0% | +33.9% | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 16,592 | $1.52M | 0.0% | -1.9% | 0.000% | |
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