| 5/18/2026 | ROI Financial Advisors LLC | 27,100 | $603K | 0.4% | +4.0% | 0.358% | |
| 5/1/2026 | Fifth Third Bancorp | 4,481 | $100K | 0.0% | N/A | 0.059% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 18,970 | $422K | 0.0% | N/A | 0.251% | |
| 4/16/2026 | Park National Corp OH | 294,954 | $6.56M | 0.2% | +54.9% | 3.917% | |
| 2/18/2026 | VestGen Investment Management | 47,617 | $1.07M | 0.6% | -6.6% | 0.711% | |
| 2/17/2026 | Wealth Watch Advisors INC | 1,678 | $38K | 0.0% | N/A | 0.025% | |
| 2/16/2026 | MML Investors Services LLC | 243,437 | $5.44M | 0.0% | +6.7% | 3.633% | |
| 2/13/2026 | ROI Financial Advisors LLC | 26,059 | $583K | 0.3% | +5.0% | 0.389% | |
| 2/12/2026 | Absolute Capital Management LLC | 22,796 | $512K | 0.2% | -6.9% | 0.340% | |
| 2/11/2026 | LPL Financial LLC | 37,548 | $840K | 0.0% | -7.2% | 0.560% | |
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| 2/5/2026 | WealthPlan Investment Management LLC | 12,420 | $278K | 0.0% | N/A | 0.185% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 35,459 | $793K | 0.0% | -2.1% | 0.531% | |
| 1/13/2026 | CoreCap Advisors LLC | 37,233 | $833K | 0.0% | +54.4% | 0.557% | |
| 1/9/2026 | First Heartland Consultants Inc. | 21,161 | $473K | 0.0% | +87.6% | 0.321% | |
| 1/8/2026 | Occidental Asset Management LLC | 835,577 | $18.69M | 2.2% | +3.7% | 12.660% | |
| 1/5/2026 | Park National Corp OH | 190,423 | $4.26M | 0.1% | +2.2% | 2.907% | |
| 11/17/2025 | Northern Trust Corp | 2,899,364 | $65.22M | 0.0% | +2.6% | 45.091% | |
| 11/17/2025 | Citadel Advisors LLC | 17,120 | $385K | 0.0% | -65.2% | 0.266% | |
| 11/14/2025 | Olde Wealth Management LLC | 37,200 | $835K | 0.3% | N/A | 0.579% | |
| 11/13/2025 | GeoWealth Management LLC | 1,297 | $29K | 0.0% | N/A | 0.020% | |
| 11/10/2025 | First Heartland Consultants Inc. | 11,278 | $254K | 0.0% | N/A | 0.175% | |
| 11/10/2025 | ROI Financial Advisors LLC | 24,821 | $558K | 0.3% | -13.0% | 0.386% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 36,233 | $815K | 0.0% | +1.6% | 0.563% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 950,453 | $21.38M | 0.0% | +3.2% | 14.782% | |
| 11/3/2025 | Absolute Capital Management LLC | 24,484 | $551K | 0.2% | +2.8% | 0.381% | |
| 10/29/2025 | Occidental Asset Management LLC | 806,141 | $18.13M | 2.3% | +3.4% | 12.537% | |
| 10/23/2025 | CX Institutional | 4,348 | $98K | 0.0% | N/A | 0.068% | |
| 10/22/2025 | CoreCap Advisors LLC | 24,108 | $542K | 0.0% | +114.9% | 0.375% | |
| 10/1/2025 | Park National Corp OH | 186,375 | $4.19M | 0.1% | +54.4% | 3.006% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 34,354 | $765K | 0.0% | -3.4% | 0.554% | |
| 8/15/2025 | MML Investors Services LLC | 228,240 | $5.08M | 0.0% | +19.3% | 3.681% | |
| 8/12/2025 | Absolute Capital Management LLC | 23,822 | $530K | 0.3% | -3.2% | 0.384% | |
| 8/6/2025 | ROI Financial Advisors LLC | 28,514 | $635K | 0.4% | -1.8% | 0.460% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 921,309 | $20.51M | 0.0% | +11.2% | 14.860% | |
| 7/31/2025 | VestGen Investment Management | 46,471 | $1.04M | 0.7% | -7.3% | 0.750% | |
| 7/30/2025 | Freedom Investment Management Inc. | 34,433 | $767K | 0.1% | +12.0% | 0.555% | |
| 7/30/2025 | Citizens & Northern Corp | 10,973 | $244K | 0.1% | N/A | 0.177% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 35,646 | $794K | 0.0% | -11.4% | 0.575% | |
| 7/28/2025 | Mutual Advisors LLC | 77,505 | $1.71M | 0.0% | +5.2% | 1.250% | |
| 7/14/2025 | Occidental Asset Management LLC | 779,474 | $17.36M | 2.4% | +1.7% | 12.623% | |
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| 7/1/2025 | Park National Corp OH | 120,730 | $2.69M | 0.1% | +55.7% | 1.955% | |
| 5/19/2025 | Jane Street Group LLC | 41,422 | $920K | 0.0% | N/A | 0.679% | |
| 5/14/2025 | Freedom Investment Management Inc. | 30,749 | $683K | 0.1% | -28.0% | 0.521% | |
| 5/13/2025 | Northern Trust Corp | 2,619,812 | $58.19M | 0.0% | -12.6% | 44.404% | |
| 5/9/2025 | ROI Financial Advisors LLC | 29,041 | $645K | 0.5% | -24.4% | 0.492% | |
| 5/9/2025 | Liberty Wealth Management LLC | 38,936 | $865K | 0.0% | N/A | 0.660% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 40,244 | $894K | 0.0% | +8.0% | 0.682% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 828,820 | $18.41M | 0.0% | -20.8% | 14.048% | |
| 4/29/2025 | Olde Wealth Management LLC | 164,774 | $3.66M | 1.3% | -55.2% | 2.793% | |
| 4/28/2025 | Mutual Advisors LLC | 73,679 | $1.63M | 0.0% | +27.4% | 1.249% | |
| 4/2/2025 | Park National Corp OH | 77,525 | $1.72M | 0.1% | -35.5% | 1.234% | |
| 2/17/2025 | EP Wealth Advisors LLC | 12,455 | $271K | 0.0% | N/A | 0.159% | |
| 2/17/2025 | CoreCap Advisors LLC | 10,368 | $225K | 0.0% | +108.8% | 0.132% | |
| 2/17/2025 | Citadel Advisors LLC | 37,721 | $820K | 0.0% | -49.2% | 0.481% | |
| 2/14/2025 | Northern Trust Corp | 2,998,714 | $65.18M | 0.0% | -0.4% | 38.200% | |
| 2/14/2025 | MML Investors Services LLC | 217,232 | $4.72M | 0.0% | +2.1% | 2.767% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 71,667 | $1.56M | 0.4% | -6.7% | 0.913% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,046,680 | $22.75M | 0.0% | -10.3% | 13.334% | |
| 2/13/2025 | ROI Financial Advisors LLC | 38,392 | $834K | 0.6% | +1.8% | 0.489% | |
| 2/11/2025 | LPL Financial LLC | 38,492 | $837K | 0.0% | +122.2% | 0.490% | |
| 2/11/2025 | Financial Network Wealth Management LLC | 368,137 | $8.03M | 2.9% | -0.7% | 4.690% | |
| 2/10/2025 | Harbour Investments Inc. | 5,275 | $115K | 0.0% | +9.9% | 0.067% | |
| 1/17/2025 | Mutual Advisors LLC | 57,838 | $1.26M | 0.0% | -12.9% | 0.737% | |
| 1/15/2025 | Occidental Asset Management LLC | 758,738 | $16.49M | 2.6% | +4.9% | 9.665% | |
| 1/10/2025 | ORG Partners LLC | 1,353 | $29K | 0.0% | N/A | 0.017% | |
| 1/8/2025 | Park National Corp OH | 120,269 | $2.61M | 0.1% | -30.8% | 1.532% | |
| 11/15/2024 | MML Investors Services LLC | 212,813 | $4.85M | 0.0% | -7.0% | 2.711% | |
| 11/15/2024 | Jane Street Group LLC | 13,487 | $307K | 0.0% | -87.8% | 0.172% | |
| 11/6/2024 | ROI Financial Advisors LLC | 37,722 | $860K | 0.6% | +1.8% | 0.481% | |
| 10/30/2024 | Hanlon Investment Management Inc. | 76,781 | $1.75M | 0.5% | -9.4% | 0.978% | |
| 10/25/2024 | Mutual Advisors LLC | 66,411 | $1.48M | 0.0% | +9.2% | 0.846% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 37,538 | $855K | 0.0% | +8.5% | 0.478% | |
| 10/15/2024 | Occidental Asset Management LLC | 723,454 | $16.49M | 2.7% | +5.1% | 9.216% | |
| 10/1/2024 | Park National Corp OH | 173,799 | $3.96M | 0.1% | -12.6% | 2.214% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,266,405 | $27.74M | 0.0% | -5.1% | 16.133% | |
| 7/31/2024 | Citizens & Northern Corp | 10,965 | $240K | 0.1% | -10.3% | 0.140% | |
| 7/24/2024 | Herold Advisors Inc. | 45,211 | $990K | 0.2% | +3.1% | 0.576% | |
| 7/15/2024 | Occidental Asset Management LLC | 688,266 | $15.07M | 2.6% | -3.3% | 8.768% | |
| 7/15/2024 | Park National Corp OH | 198,898 | $4.36M | 0.2% | -21.9% | 2.534% | |
| 5/24/2024 | Cetera Advisors LLC | 22,278 | $491K | 0.0% | N/A | 0.284% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 84,904 | $1.87M | 0.6% | -5.0% | 1.084% | |
| 4/16/2024 | Occidental Asset Management LLC | 711,957 | $15.71M | 2.9% | -5.6% | 7.798% | |
| 4/1/2024 | Park National Corp OH | 254,722 | $5.62M | 0.2% | -11.4% | 2.790% | |
| 2/13/2024 | ROI Financial Advisors LLC | 42,938 | $961K | 0.8% | N/A | 0.470% | |
| 2/9/2024 | Citizens & Northern Corp | 12,468 | $279K | 0.1% | -3.8% | 0.137% | |
| 2/9/2024 | Hanlon Investment Management Inc. | 89,378 | $2.00M | 0.6% | -31.7% | 0.979% | |
| 2/2/2024 | Herold Advisors Inc. | 45,985 | $1.03M | 0.3% | +13.9% | 0.504% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 28,946 | $648K | 0.0% | -3.9% | 0.317% | |
| 1/23/2024 | Colonial River Wealth Management LLC | 9,664 | $216K | 0.1% | -89.5% | 0.106% | |
| 1/19/2024 | Atlantic Union Bankshares Corp | 16,400 | $367K | 0.0% | N/A | 0.180% | |
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| 1/19/2024 | Occidental Asset Management LLC | 753,948 | $16.87M | 3.5% | -7.8% | 8.258% | |
| 1/16/2024 | CoreCap Advisors LLC | 12,845 | $287K | 0.0% | -93.3% | 0.141% | |
| 1/10/2024 | Financial Network Wealth Management LLC | 365,462 | $8.18M | 3.5% | +3.0% | 4.003% | |
| 1/10/2024 | Sound Income Strategies LLC | 15,944 | $357K | 0.0% | N/A | 0.175% | |
| 1/2/2024 | Park National Corp OH | 287,626 | $6.43M | 0.3% | +0.4% | 3.150% | |
| 11/13/2023 | Northern Trust Corp | 3,813,130 | $80.78M | 0.0% | -3.3% | 41.765% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 1,337,809 | $28.34M | 0.0% | +7.7% | 14.653% | |
| 11/8/2023 | Herold Advisors Inc. | 40,363 | $855K | 0.3% | +19.9% | 0.442% | |
| 11/3/2023 | Colonial River Wealth Management LLC | 91,753 | $1.94M | 1.3% | +16.5% | 1.005% | |
| 10/26/2023 | Absolute Capital Management LLC | 15,253 | $323K | 0.3% | +4.0% | 0.167% | |
