| 5/1/2025 | Hughes Financial Services LLC | 7,141 | $180K | 0.0% | N/A | 0.035% | |
| 5/1/2025 | Blue Square Asset Management LLC | 45,999 | $1.16M | 0.6% | -2.0% | 0.223% | |
| 4/30/2025 | Leavell Investment Management Inc. | 174,637 | $4.42M | 0.2% | +5.4% | 0.846% | |
| 4/28/2025 | Private Trust Co. NA | 11,200 | $283K | 0.0% | +35.9% | 0.055% | |
| 4/25/2025 | Spinnaker Trust | 56,050 | $1.42M | 0.1% | +20.6% | 0.275% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,349 | $236K | 0.0% | N/A | 0.046% | |
| 4/22/2025 | Crews Bank & Trust | 30,738 | $777K | 0.1% | +5.4% | 0.151% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 753,435 | $19.05M | 2.2% | +6.3% | 3.702% | |
| 4/21/2025 | PSI Advisors LLC | 2,700 | $68K | 0.0% | N/A | 0.013% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 246,667 | $6.24M | 1.5% | +0.8% | 1.212% | |
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| 4/11/2025 | Princeton Global Asset Management LLC | 3,950 | $100K | 0.0% | N/A | 0.019% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 372,141 | $9.41M | 0.7% | +25.2% | 1.829% | |
| 2/18/2025 | 10Elms LLP | 16,194 | $407K | 0.4% | N/A | 0.096% | |
| 2/17/2025 | Captrust Financial Advisors | 24,283 | $610K | 0.0% | -5.8% | 0.144% | |
| 2/17/2025 | Ameriprise Financial Inc. | 316,716 | $7.96M | 0.0% | +11.9% | 1.880% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 174,215 | $4.38M | 0.1% | +55.9% | 1.034% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 92,781 | $2.33M | 0.0% | +7.5% | 0.551% | |
| 2/11/2025 | Sandy Spring Bank | 44,485 | $1.12M | 0.0% | +4.3% | 0.264% | |
| 2/10/2025 | Parallel Advisors LLC | 29,102 | $732K | 0.0% | +48.6% | 0.173% | |
| 2/10/2025 | Hills Bank & Trust Co | 337,256 | $8.48M | 0.6% | +3.7% | 2.002% | |
| 2/7/2025 | Horan Securities Inc. | 8,544 | $215K | 0.1% | +6.9% | 0.051% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,998 | $50K | 0.0% | N/A | 0.012% | |
| 1/30/2025 | Spinnaker Trust | 46,490 | $1.17M | 0.1% | +54.4% | 0.276% | |
| 1/29/2025 | Sonata Capital Group Inc. | 92,603 | $2.33M | 1.0% | +1,075.2% | 0.550% | |
| 1/29/2025 | Leavell Investment Management Inc. | 165,662 | $4.17M | 0.2% | +186.1% | 0.983% | |
| 1/23/2025 | Crews Bank & Trust | 29,153 | $733K | 0.1% | N/A | 0.173% | |
| 1/21/2025 | Blue Square Asset Management LLC | 46,945 | $1.18M | 0.6% | -3.2% | 0.279% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 297,290 | $7.47M | 0.6% | +8.5% | 1.764% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 244,645 | $6.15M | 1.5% | -1.3% | 1.452% | |
| 1/10/2025 | Heartwood Wealth Advisors LLC | 709,060 | $17.83M | 2.0% | +0.8% | 4.208% | |
| 1/2/2025 | Confluence Investment Management LLC | 40,821 | $1.03M | 0.0% | -1.1% | 0.242% | |
| 12/26/2024 | JPMorgan Chase & Co. | 37,761 | $961K | 0.0% | N/A | 0.224% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 111,753 | $2.84M | 0.0% | +30.7% | 0.663% | |
| 11/14/2024 | Captrust Financial Advisors | 25,791 | $656K | 0.0% | +26.5% | 0.153% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 12,475 | $317K | 0.0% | -6.7% | 0.074% | |
| 11/1/2024 | Leavell Investment Management Inc. | 57,912 | $1.47M | 0.1% | +115.9% | 0.344% | |
| 11/1/2024 | Sonata Capital Group Inc. | 7,880 | $201K | 0.1% | N/A | 0.047% | |
| 10/31/2024 | Confluence Investment Management LLC | 41,256 | $1.05M | 0.0% | +2.5% | 0.245% | |
| 10/31/2024 | Spinnaker Trust | 30,105 | $766K | 0.0% | +6.8% | 0.179% | |
| 10/29/2024 | Blue Square Asset Management LLC | 48,502 | $1.23M | 0.7% | -2.2% | 0.288% | |
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| 10/25/2024 | True Link Financial Advisors LLC | 8,592 | $219K | 0.0% | N/A | 0.051% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 273,962 | $6.97M | 0.6% | +34.8% | 1.626% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 703,716 | $17.91M | 2.0% | +4.0% | 4.176% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 247,941 | $6.31M | 1.6% | +0.5% | 1.471% | |
| 8/8/2024 | Parallel Advisors LLC | 17,447 | $436K | 0.0% | +22.5% | 0.104% | |
| 7/31/2024 | Spinnaker Trust | 28,200 | $705K | 0.0% | +4.5% | 0.167% | |
| 7/25/2024 | Hills Bank & Trust Co | 297,192 | $7.43M | 0.6% | +2.1% | 1.764% | |
| 7/23/2024 | Exchange Capital Management Inc. | 13,111 | $328K | 0.1% | N/A | 0.078% | |
| 7/17/2024 | Archford Capital Strategies LLC | 17,159 | $429K | 0.1% | +12.3% | 0.102% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 70,293 | $1.76M | 0.5% | +7.7% | 0.417% | |
| 7/11/2024 | Lbmc Investment Advisors LLC | 203,274 | $5.08M | 0.4% | +29.3% | 1.206% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 246,655 | $6.17M | 1.6% | -2.9% | 1.464% | |
| 7/1/2024 | Confluence Investment Management LLC | 40,259 | $1.01M | 0.0% | +30.1% | 0.239% | |
| 5/17/2024 | Comerica Bank | 17,027 | $429K | 0.0% | +13.1% | 0.101% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 16,129 | $406K | 0.0% | +28.7% | 0.096% | |
| 4/24/2024 | Leavell Investment Management Inc. | 10,126 | $255K | 0.0% | +11.0% | 0.060% | |
| 4/24/2024 | Archford Capital Strategies LLC | 15,274 | $384K | 0.1% | +8.3% | 0.091% | |
| 4/12/2024 | Lbmc Investment Advisors LLC | 157,191 | $3.96M | 0.3% | +306.1% | 1.436% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 253,991 | $6.39M | 1.7% | +6.4% | 2.320% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 663,399 | $16.70M | 2.1% | +7.3% | 6.058% | |
| 4/1/2024 | Confluence Investment Management LLC | 30,934 | $779K | 0.0% | N/A | 0.283% | |
| 2/12/2024 | Arrow Financial Corp | 9,454 | $240K | 0.0% | -8.5% | 0.086% | |
| 2/7/2024 | Hills Bank & Trust Co | 291,068 | $7.40M | 0.7% | +80.3% | 2.658% | |
| 2/2/2024 | Spinnaker Trust | 9,223 | $234K | 0.0% | N/A | 0.084% | |
| 1/26/2024 | Sandy Spring Bank | 38,745 | $985K | 0.0% | +2.4% | 0.354% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 14,426 | $367K | 0.0% | +5.4% | 0.132% | |
| 1/23/2024 | Leavell Investment Management Inc. | 9,126 | $232K | 0.0% | N/A | 0.083% | |
| 1/17/2024 | Heartwood Wealth Advisors LLC | 618,412 | $15.72M | 2.1% | -0.7% | 5.648% | |
| 1/16/2024 | Lbmc Investment Advisors LLC | 38,710 | $984K | 0.1% | N/A | 0.354% | |
| 1/11/2024 | Praetorian Wealth Management Inc. | 238,716 | $6.07M | 1.8% | +5.3% | 2.180% | |
| 11/9/2023 | Prime Capital Investment Advisors LLC | 13,693 | $335K | 0.0% | N/A | 0.125% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 12,504 | $306K | 0.0% | +48.2% | 0.114% | |
| 10/30/2023 | Sandy Spring Bank | 37,855 | $927K | 0.1% | +7.0% | 0.346% | |
| 10/27/2023 | Archford Capital Strategies LLC | 14,454 | $354K | 0.1% | -41.8% | 0.132% | |
| 10/26/2023 | Hills Bank & Trust Co | 161,467 | $3.95M | 0.5% | N/A | 1.475% | |
| 10/18/2023 | Private Trust Co. NA | 8,507 | $208K | 0.0% | +8.5% | 0.078% | |
| 10/17/2023 | Heartwood Wealth Advisors LLC | 622,754 | $15.25M | 2.2% | +2.9% | 5.687% | |
| 10/11/2023 | Praetorian Wealth Management Inc. | 226,637 | $5.55M | 1.8% | +1.9% | 2.070% | |
| 10/10/2023 | Confluence Investment Management LLC | 12,232 | $299K | 0.0% | -88.5% | 0.112% | |
| 8/23/2023 | Stonebridge Capital Advisors LLC | 6,700 | $168K | 0.0% | +17.5% | 0.061% | |
| 8/9/2023 | Flow Traders U.S. LLC | 10,838 | $272K | 0.0% | N/A | 0.100% | |
| 8/7/2023 | Kades & Cheifetz LLC | 10,980 | $275K | 0.2% | +10.5% | 0.101% | |
| 8/4/2023 | Parallel Advisors LLC | 5,500 | $138K | 0.0% | N/A | 0.051% | |
| 8/4/2023 | Sandy Spring Bank | 35,390 | $887K | 0.0% | +3.3% | 0.326% | |
| 8/2/2023 | Newman Dignan & Sheerar Inc. | 33,827 | $848K | 0.3% | +42.1% | 0.312% | |
| 8/2/2023 | Archford Capital Strategies LLC | 24,816 | $624K | 0.1% | +79.0% | 0.229% | |
| 7/28/2023 | Private Trust Co. NA | 7,842 | $197K | 0.0% | -18.4% | 0.072% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 8,440 | $212K | 0.0% | N/A | 0.078% | |
| 7/19/2023 | Heartwood Wealth Advisors LLC | 605,246 | $15.17M | 2.2% | +5.9% | 5.578% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 36,420 | $913K | 0.0% | -12.0% | 0.336% | |
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| 7/10/2023 | Praetorian Wealth Management Inc. | 222,445 | $5.58M | 1.7% | -0.9% | 2.050% | |
| 7/3/2023 | Confluence Investment Management LLC | 106,611 | $2.67M | 0.0% | -1.0% | 1.020% | |
| 5/12/2023 | Stonebridge Capital Advisors LLC | 5,700 | $145K | 0.0% | +130.9% | 0.055% | |
| 5/12/2023 | NewEdge Advisors LLC | 220,102 | $5.60M | 0.1% | -11.6% | 2.116% | |
| 5/9/2023 | US Bancorp DE | 624,190 | $15.89M | 0.0% | +8.4% | 6.002% | |
| 5/8/2023 | Kades & Cheifetz LLC | 9,940 | $253K | 0.2% | N/A | 0.096% | |
| 5/5/2023 | Sandy Spring Bank | 34,275 | $873K | 0.0% | +6.4% | 0.330% | |
| 5/3/2023 | Arrow Financial Corp | 10,327 | $263K | 0.0% | +4.8% | 0.099% | |
| 4/14/2023 | Heartwood Wealth Advisors LLC | 571,772 | $14.56M | 2.2% | +8.6% | 5.498% | |
| 4/12/2023 | Praetorian Wealth Management Inc. | 224,358 | $5.71M | 1.9% | +16.8% | 2.157% | |
