| 8/13/2019 | United Capital Financial Advisers LLC | 12,642 | $0.32M | 0.0% | -21.3% | 0.284% |  |
| 8/12/2019 | Archetype Wealth Partners LLC | 21,351 | $0.54M | 0.4% | -32.7% | 0.480% | |
| 8/6/2019 | Payden & Rygel | 39,900 | $1.01M | 0.1% | N/A | 0.917% | |
| 7/30/2019 | UMB Bank N A MO | 18,820 | $0.48M | 0.0% | +2.6% | 0.433% | |
| 6/30/2019 | Mascoma Wealth Management LLC | 6,824 | $0.17M | 0.1% | -7.6% | 0.161% | |
| 6/30/2019 | Steward Partners Investment Advisory LLC | 6,004 | $0.15M | 0.0% | N/A | 0.145% | |
| 5/7/2019 | AllSquare Wealth Management LLC | 1,231 | $31K | 0.0% | N/A | 0.036% | |
| 4/30/2019 | UMB Bank N A MO | 18,338 | $0.46M | 0.0% | -10.4% | 0.547% | |
| 4/29/2019 | Buffington Mohr McNeal | 4,765 | $0.12M | 0.0% | N/A | 0.142% | |
| 4/26/2019 | Enterprise Financial Services Corp | 21,167 | $0.53M | 0.1% | N/A | 0.632% | |
| 2/8/2019 | AdvisorNet Financial Inc | 2,700 | $66K | 0.0% | N/A | 0.104% | |
| 2/6/2019 | Canandaigua National Bank & Trust Co. | 33,757 | $0.83M | 0.2% | +223.5% | 1.298% | |
| 2/5/2019 | Cambridge Investment Research Advisors Inc. | 55,427 | $1.36M | 0.0% | +32.2% | 2.132% | |
| 1/28/2019 | Mascoma Wealth Management LLC | 7,385 | $0.18M | 0.1% | +54.0% | 0.314% | |
| 1/24/2019 | UMB Bank N A MO | 20,460 | $0.50M | 0.0% | -2.0% | 0.871% | |
| 11/8/2018 | Mascoma Wealth Management LLC | 4,796 | $0.12M | 0.1% | +1,028.5% | 0.240% | |
| 11/8/2018 | LaSalle Street Capital Management LLC | 8,147 | $0.20M | 0.2% | N/A | 0.407% | |
| 11/2/2018 | Canandaigua National Bank & Trust Co. | 10,434 | $0.26M | 0.0% | N/A | 0.522% | |
| 11/2/2018 | Cambridge Investment Research Advisors Inc. | 41,930 | $1.03M | 0.0% | +35.7% | 2.097% | |
| 10/29/2018 | Financial Architects Inc | 4,335 | $0.11M | 0.0% | +262.2% | 0.217% | |
| 10/29/2018 | CWM LLC | 47,630 | $1.17M | 0.0% | +139.1% | 2.382% | |
| 10/22/2018 | UMB Bank N A MO | 20,871 | $0.51M | 0.0% | +50.5% | 1.044% | |
| 8/10/2018 | Cambridge Investment Research Advisors Inc. | 30,902 | $0.76M | 0.0% | +166.2% | 2.131% | |
| 7/31/2018 | UMB Bank N A MO | 13,869 | $0.34M | 0.0% | N/A | 0.956% | |
| 7/31/2018 | CWM LLC | 19,922 | $0.49M | 0.0% | +91.2% | 1.374% | |
| 7/27/2018 | Whittier Trust Co. | 17,951 | $0.44M | 0.0% | +113.7% | 1.238% | |
| 5/9/2018 | Cambridge Investment Research Advisors Inc. | 11,608 | $0.29M | 0.0% | N/A | 0.967% | |
| 2/7/2018 | Whittier Trust Co. | 8,400 | $0.21M | 0.0% | N/A | 0.840% | |
