| 5/1/2025 | Hughes Financial Services LLC | 5,930 | $150K | 0.0% | N/A | 0.034% | |
| 5/1/2025 | Blue Square Asset Management LLC | 30,076 | $761K | 0.4% | -3.1% | 0.174% | |
| 4/28/2025 | Private Trust Co. NA | 9,187 | $232K | 0.0% | +15.6% | 0.055% | |
| 4/25/2025 | Spinnaker Trust | 47,605 | $1.20M | 0.1% | +10.1% | 0.283% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,057 | $204K | 0.0% | N/A | 0.048% | |
| 4/22/2025 | Crews Bank & Trust | 31,482 | $796K | 0.1% | +5.3% | 0.187% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 252,745 | $6.39M | 0.7% | +7.5% | 1.500% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 239,142 | $6.05M | 1.5% | +0.3% | 1.419% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 320,704 | $8.11M | 0.6% | +36.4% | 1.903% | |
| 2/18/2025 | 10Elms LLP | 15,160 | $382K | 0.4% | N/A | 0.121% | |
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| 2/17/2025 | Captrust Financial Advisors | 13,414 | $338K | 0.0% | -7.5% | 0.107% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 7,956 | $200K | 0.0% | N/A | 0.063% | |
| 2/17/2025 | Ameriprise Financial Inc. | 106,716 | $2.69M | 0.0% | +6.8% | 0.850% | |
| 2/14/2025 | Stonebridge Capital Advisors LLC | 8,750 | $220K | 0.0% | -33.7% | 0.070% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 63,593 | $1.60M | 0.0% | +68.8% | 0.507% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 90,139 | $2.27M | 0.0% | +7.3% | 0.718% | |
| 2/11/2025 | Sandy Spring Bank | 53,702 | $1.35M | 0.1% | +16.8% | 0.428% | |
| 2/10/2025 | Hills Bank & Trust Co | 328,783 | $8.28M | 0.6% | +10.9% | 2.620% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,719 | $169K | 0.0% | +69.8% | 0.054% | |
| 2/5/2025 | Private Trust Co. NA | 7,948 | $200K | 0.0% | +2,258.5% | 0.063% | |
| 1/30/2025 | Spinnaker Trust | 43,245 | $1.09M | 0.1% | +125.8% | 0.345% | |
| 1/29/2025 | Leavell Investment Management Inc. | 26,111 | $657K | 0.0% | +26.4% | 0.208% | |
| 1/23/2025 | Crews Bank & Trust | 29,897 | $753K | 0.1% | N/A | 0.238% | |
| 1/21/2025 | Blue Square Asset Management LLC | 31,023 | $781K | 0.4% | -4.8% | 0.247% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 235,060 | $5.92M | 0.5% | +8.7% | 1.873% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 238,511 | $6.01M | 1.5% | +3.5% | 1.900% | |
| 1/10/2025 | Heartwood Wealth Advisors LLC | 235,088 | $5.92M | 0.7% | +0.8% | 1.873% | |
| 12/26/2024 | JPMorgan Chase & Co. | 68,495 | $1.76M | 0.0% | N/A | 0.546% | |
| 11/15/2024 | Peloton Wealth Strategists | 13,000 | $333K | 0.1% | +8.3% | 0.104% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 37,678 | $966K | 0.0% | +42.0% | 0.300% | |
| 11/14/2024 | Captrust Financial Advisors | 14,500 | $372K | 0.0% | -8.1% | 0.116% | |
| 11/1/2024 | Leavell Investment Management Inc. | 20,656 | $529K | 0.0% | +148.0% | 0.165% | |
| 10/31/2024 | Confluence Investment Management LLC | 33,636 | $862K | 0.0% | +204.3% | 0.268% | |
| 10/31/2024 | Spinnaker Trust | 19,150 | $491K | 0.0% | +5.2% | 0.153% | |
| 10/29/2024 | Blue Square Asset Management LLC | 32,583 | $835K | 0.4% | -3.4% | 0.260% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 216,165 | $5.54M | 0.4% | +49.2% | 1.722% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 233,253 | $5.98M | 0.7% | +3.9% | 1.859% | |
| 8/8/2024 | Parallel Advisors LLC | 12,912 | $323K | 0.0% | +32.9% | 0.103% | |
| 8/8/2024 | STAR Financial Bank | 9,937 | $249K | 0.2% | N/A | 0.079% | |
| 7/31/2024 | Spinnaker Trust | 18,200 | $455K | 0.0% | +5.5% | 0.145% | |
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| 7/25/2024 | Hills Bank & Trust Co | 277,865 | $6.95M | 0.6% | +0.2% | 2.214% | |
| 7/23/2024 | Exchange Capital Management Inc. | 13,129 | $328K | 0.1% | N/A | 0.105% | |
| 7/17/2024 | Archford Capital Strategies LLC | 17,607 | $441K | 0.1% | +11.9% | 0.140% | |
| 7/11/2024 | Lbmc Investment Advisors LLC | 144,852 | $3.62M | 0.3% | +46.2% | 1.154% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 230,342 | $5.76M | 1.5% | -2.3% | 1.835% | |
| 7/1/2024 | Confluence Investment Management LLC | 11,055 | $277K | 0.0% | -9.3% | 0.088% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 22,690 | $573K | 0.1% | -18.9% | 0.181% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 14,736 | $372K | 0.0% | +53.6% | 0.118% | |
| 4/24/2024 | Archford Capital Strategies LLC | 15,728 | $397K | 0.1% | +10.8% | 0.126% | |
| 4/12/2024 | Lbmc Investment Advisors LLC | 99,107 | $2.50M | 0.2% | N/A | 1.367% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 235,656 | $5.96M | 1.6% | +6.7% | 3.250% | |
| 4/10/2024 | Bank of New Hampshire | 4,770 | $121K | 0.0% | -27.9% | 0.066% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 220,216 | $5.57M | 0.7% | +7.5% | 3.037% | |
| 4/1/2024 | Confluence Investment Management LLC | 12,189 | $308K | 0.0% | N/A | 0.168% | |
| 2/12/2024 | Arrow Financial Corp | 9,385 | $240K | 0.0% | N/A | 0.129% | |
| 2/7/2024 | Hills Bank & Trust Co | 276,623 | $7.08M | 0.7% | +127.6% | 3.815% | |
| 1/26/2024 | Sandy Spring Bank | 35,124 | $899K | 0.0% | +4.7% | 0.484% | |
| 1/17/2024 | Heartwood Wealth Advisors LLC | 204,780 | $5.24M | 0.7% | -0.7% | 2.825% | |
| 1/11/2024 | Praetorian Wealth Management Inc. | 220,849 | $5.65M | 1.6% | +2.2% | 3.046% | |
| 11/15/2023 | Stonebridge Capital Advisors LLC | 20,890 | $510K | 0.1% | +9.3% | 0.288% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 9,438 | $230K | 0.0% | N/A | 0.130% | |
| 10/30/2023 | Sandy Spring Bank | 33,540 | $819K | 0.0% | +10.7% | 0.463% | |
| 10/27/2023 | Archford Capital Strategies LLC | 14,557 | $355K | 0.1% | -41.6% | 0.201% | |
| 10/26/2023 | Hills Bank & Trust Co | 121,532 | $2.97M | 0.3% | N/A | 1.676% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,180 | $224K | 0.0% | -57.6% | 0.127% | |
| 10/17/2023 | Heartwood Wealth Advisors LLC | 206,216 | $5.03M | 0.7% | +2.9% | 2.844% | |
| 10/11/2023 | Praetorian Wealth Management Inc. | 216,100 | $5.28M | 1.7% | -0.2% | 2.981% | |
| 8/23/2023 | Stonebridge Capital Advisors LLC | 19,115 | $481K | 0.1% | +12.3% | 0.264% | |
| 8/4/2023 | Parallel Advisors LLC | 5,500 | $138K | 0.0% | N/A | 0.076% | |
| 8/4/2023 | Sandy Spring Bank | 30,310 | $763K | 0.0% | +2.5% | 0.421% | |
| 8/2/2023 | Archford Capital Strategies LLC | 24,943 | $630K | 0.1% | +77.5% | 0.346% | |
| 7/19/2023 | Heartwood Wealth Advisors LLC | 200,451 | $5.04M | 0.7% | +6.1% | 2.784% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 21,647 | $545K | 0.0% | +6.1% | 0.301% | |
| 7/10/2023 | Praetorian Wealth Management Inc. | 216,550 | $5.45M | 1.7% | +2.8% | 3.008% | |
| 5/12/2023 | Stonebridge Capital Advisors LLC | 17,015 | $436K | 0.0% | +8.4% | 0.281% | |
| 5/9/2023 | US Bancorp DE | 310,639 | $7.95M | 0.0% | +13.8% | 5.135% | |
| 5/5/2023 | Sandy Spring Bank | 29,580 | $757K | 0.0% | +15.2% | 0.489% | |
| 4/28/2023 | Newman Dignan & Sheerar Inc. | 10,004 | $256K | 0.1% | +24.4% | 0.165% | |
| 4/14/2023 | Heartwood Wealth Advisors LLC | 189,015 | $4.84M | 0.7% | +9.1% | 3.124% | |
| 4/12/2023 | Praetorian Wealth Management Inc. | 210,555 | $5.39M | 1.8% | +18.5% | 3.480% | |
| 4/11/2023 | Massmutual Trust Co. FSB ADV | 18,778 | $481K | 0.0% | N/A | 0.310% | |
| 4/4/2023 | Confluence Investment Management LLC | 11,965 | $306K | 0.0% | -53.4% | 0.218% | |
| 4/4/2023 | Bank of New Hampshire | 6,620 | $169K | 0.1% | -5.7% | 0.120% | |
| 2/10/2023 | Sandy Spring Bank | 25,675 | $644K | 0.0% | +13.5% | 0.000% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 15,355 | $385K | 0.0% | N/A | 0.000% | |
| 1/26/2023 | Archford Capital Strategies LLC | 13,989 | $351K | 0.1% | +13.1% | 0.000% | |
| 1/20/2023 | Newman Dignan & Sheerar Inc. | 8,045 | $202K | 0.1% | N/A | 0.000% | |
| 1/12/2023 | Heartwood Wealth Advisors LLC | 173,300 | $4.35M | 0.7% | N/A | 0.000% | |
| 1/11/2023 | Praetorian Wealth Management Inc. | 177,637 | $4.46M | 1.6% | +19.9% | 0.000% | |
| 1/5/2023 | Capital Investment Advisors LLC | 14,507 | $364K | 0.0% | N/A | 0.000% | |
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| 1/4/2023 | Confluence Investment Management LLC | 25,668 | $644K | 0.0% | -89.9% | 0.000% | |
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