| 5/15/2025 | Betterment LLC | 37,727 | $900K | 0.0% | -3.8% | 0.034% | |
| 5/15/2025 | OLD Mission Capital LLC | 425,795 | $10.16M | 0.1% | N/A | 0.381% | |
| 5/15/2025 | BNP Paribas Financial Markets | 2,434,865 | $58.10M | 0.0% | -4.7% | 2.177% | |
| 5/14/2025 | SVB Wealth LLC | 5,428 | $130K | 0.0% | -56.1% | 0.005% | |
| 5/14/2025 | Summit Financial LLC | 58,356 | $1.39M | 0.0% | -3.3% | 0.052% | |
| 5/9/2025 | Acima Private Wealth LLC | 286,457 | $6.84M | 2.5% | -9.3% | 0.256% | |
| 5/8/2025 | TIAA Trust National Association | 319,460 | $7.62M | 0.0% | +3.8% | 0.286% | |
| 5/7/2025 | Vantage Financial Partners LLC | 9,769 | $233K | 0.1% | N/A | 0.009% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 7,479 | $178K | 0.0% | +11.9% | 0.007% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 90,905 | $2.17M | 1.4% | +2.9% | 0.081% | |
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| 4/29/2025 | Bank of New York Mellon Corp | 1,161,491 | $27.71M | 0.0% | -3.7% | 1.039% | |
| 4/29/2025 | ALM First Financial Advisors LLC | 527,748 | $12.59M | 2.7% | +5.9% | 0.472% | |
| 4/28/2025 | Rossby Financial LCC | 27,212 | $664K | 0.3% | -9.3% | 0.024% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 5,826 | $139K | 0.0% | N/A | 0.005% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 174,265 | $4.16M | 0.0% | +17.3% | 0.151% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 88,304 | $2.04M | 1.4% | +29.1% | 0.076% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 88,304 | $2.04M | 1.5% | +29.1% | 0.076% | |
| 2/18/2025 | Continuum Advisory LLC | 5,112 | $118K | 0.0% | -26.0% | 0.004% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 22,351 | $517K | 0.1% | -4.6% | 0.019% | |
| 2/17/2025 | Captrust Financial Advisors | 246,557 | $5.70M | 0.0% | +1,919.0% | 0.212% | |
| 2/17/2025 | BNP Paribas Financial Markets | 2,555,021 | $59.05M | 0.0% | +53.4% | 2.195% | |
| 2/17/2025 | Ameriprise Financial Inc. | 106,532 | $2.46M | 0.0% | +15.4% | 0.092% | |
| 2/14/2025 | Betterment LLC | 39,236 | $907K | 0.0% | +1.2% | 0.034% | |
| 2/13/2025 | Rossby Financial LCC | 30,012 | $694K | 0.4% | N/A | 0.026% | |
| 2/12/2025 | Summit Financial LLC | 60,372 | $1.40M | 0.0% | +2.5% | 0.052% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,249 | $75K | 0.0% | -58.1% | 0.003% | |
| 2/11/2025 | TIAA Trust National Association | 307,908 | $7.12M | 0.0% | -0.5% | 0.264% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,319 | $30K | 0.0% | +1,365.6% | 0.001% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 6,684 | $154K | 0.0% | N/A | 0.006% | |
| 2/5/2025 | SVB Wealth LLC | 12,354 | $286K | 0.0% | N/A | 0.011% | |
| 2/5/2025 | Acima Private Wealth LLC | 315,834 | $7.30M | 2.5% | +5.8% | 0.271% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,205,802 | $27.87M | 0.0% | +1.1% | 1.036% | |
| 2/3/2025 | Leuthold Group LLC | 245,748 | $5.68M | 0.7% | -1.3% | 0.211% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 148,586 | $3.43M | 0.0% | +15.6% | 0.128% | |
| 1/15/2025 | ALM First Financial Advisors LLC | 498,418 | $11.52M | 2.5% | +21.3% | 0.428% | |
| 12/26/2024 | JPMorgan Chase & Co. | 7,761 | $197K | 0.0% | -97.5% | 0.007% | |
| 12/6/2024 | Fidelity D & D Bancorp Inc. | 68,390 | $1.74M | 1.2% | +16.4% | 0.059% | |
| 11/15/2024 | Continuum Advisory LLC | 6,907 | $163K | 0.0% | +11.6% | 0.006% | |
| 11/14/2024 | Captrust Financial Advisors | 12,212 | $310K | 0.0% | N/A | 0.010% | |
| 11/13/2024 | BNP Paribas Financial Markets | 1,665,721 | $42.31M | 0.0% | +41.4% | 1.431% | |
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| 11/12/2024 | Cahill Financial Advisors Inc. | 23,427 | $595K | 0.1% | -13.1% | 0.020% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 128,558 | $3.27M | 0.0% | +29.5% | 0.110% | |
| 10/24/2024 | Leuthold Group LLC | 248,897 | $6.32M | 0.7% | -2.7% | 0.214% | |
| 10/24/2024 | Arkadios Wealth Advisors | 11,348 | $288K | 0.0% | -40.3% | 0.010% | |
| 10/8/2024 | ALM First Financial Advisors LLC | 410,794 | $10.43M | 2.4% | +6.7% | 0.353% | |
| 8/12/2024 | Leuthold Group LLC | 255,726 | $6.08M | 0.7% | -0.3% | 0.220% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 26,960 | $641K | 0.1% | +3.9% | 0.023% | |
| 8/6/2024 | Fidelity D & D Bancorp Inc. | 58,759 | $1.40M | 1.1% | +8.6% | 0.050% | |
| 8/1/2024 | TIAA Trust National Association | 681,417 | $16.20M | 0.1% | +3.6% | 0.585% | |
| 8/1/2024 | Summit Financial LLC | 52,579 | $1.25M | 0.1% | +47.9% | 0.045% | |
| 7/31/2024 | Acima Private Wealth LLC | 247,803 | $5.89M | 2.2% | +2.8% | 0.213% | |
| 7/29/2024 | Arkadios Wealth Advisors | 19,018 | $452K | 0.0% | N/A | 0.016% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 83,526 | $1.99M | 0.0% | -35.4% | 0.072% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,218,191 | $28.97M | 0.0% | -18.3% | 1.046% | |
| 7/15/2024 | Fifth Third Securities Inc. | 14,811 | $352K | 0.0% | -74.9% | 0.013% | |
| 7/11/2024 | Manning & Napier Advisors LLC | 950,390 | $22.60M | 0.3% | N/A | 0.816% | |
| 7/9/2024 | Lynx Investment Advisory | 5,398 | $128K | 0.1% | N/A | 0.005% | |
| 5/17/2024 | Comerica Bank | 73,498 | $1.80M | 0.0% | +5.3% | 0.063% | |
| 5/15/2024 | SVB Wealth LLC | 64,153 | $1.57M | 0.0% | -19.1% | 0.055% | |
| 5/10/2024 | TIAA Trust National Association | 657,699 | $16.12M | 0.0% | +177.1% | 0.565% | |
| 5/6/2024 | Leuthold Group LLC | 256,417 | $6.29M | 0.7% | +7.1% | 0.220% | |
| 5/2/2024 | Vantage Financial Partners LLC | 12,494 | $306K | 0.1% | N/A | 0.010% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 98,328 | $2.41M | 0.0% | +8.0% | 0.082% | |
| 5/1/2024 | BNP Paribas Financial Markets | 962,904 | $23.60M | 0.0% | +109.7% | 0.801% | |
| 4/25/2024 | Summit Financial LLC | 35,552 | $871K | 0.1% | +12.0% | 0.030% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 129,385 | $3.17M | 0.0% | +4.4% | 0.108% | |
| 2/29/2024 | Acima Private Wealth LLC | 160,162 | $4.06M | 1.6% | +2.6% | 0.118% | |
| 2/15/2024 | Comerica Bank | 69,819 | $1.77M | 0.0% | -7.7% | 0.051% | |
| 2/14/2024 | Waterloo Capital L.P. | 11,962 | $303K | 0.0% | N/A | 0.009% | |
| 2/13/2024 | Morningstar Investment Services LLC | 2,932,382 | $74.31M | 0.4% | +53.4% | 2.154% | |
| 2/9/2024 | Nixon Peabody Trust Co. | 9,217 | $234K | 0.0% | N/A | 0.007% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 123,939 | $3.14M | 0.0% | -36.3% | 0.091% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 91,005 | $2.31M | 0.0% | +4.3% | 0.067% | |
| 2/7/2024 | BNP Paribas Financial Markets | 459,232 | $11.64M | 0.0% | +883,038.5% | 0.337% | |
| 2/6/2024 | Leuthold Group LLC | 239,460 | $6.07M | 0.8% | +0.3% | 0.176% | |
| 2/6/2024 | Summit Financial LLC | 31,757 | $805K | 0.1% | +8.7% | 0.023% | |
| 1/30/2024 | SVB Wealth LLC | 79,292 | $2.01M | 0.0% | +784.2% | 0.058% | |
| 1/25/2024 | Confluence Wealth Services Inc. | 16,713 | $424K | 0.0% | N/A | 0.012% | |
| 1/23/2024 | TIAA Trust National Association | 237,311 | $6.02M | 0.0% | -24.6% | 0.174% | |
| 1/19/2024 | Manning & Napier Group LLC | 950,390 | $24.09M | 0.3% | N/A | 0.698% | |
| 1/12/2024 | Fidelity D & D Bancorp Inc. | 50,593 | $1.28M | 1.0% | +15.6% | 0.037% | |
| 11/30/2023 | Fidelity D & D Bancorp Inc. | 43,780 | $1.05M | 1.1% | N/A | 0.032% | |
| 11/14/2023 | Morningstar Investment Services LLC | 1,911,025 | $45.44M | 0.6% | -1.7% | 1.404% | |
| 11/14/2023 | Retirement Investment Advisors Inc. | 444,475 | $10.61M | 1.0% | +23.3% | 0.327% | |
| 11/9/2023 | Betterment LLC | 42,008 | $1.00M | 0.0% | -5.9% | 0.031% | |
| 11/8/2023 | Cornerstone Planning Group LLC | 1,755 | $42K | 0.0% | -32.1% | 0.001% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 87,282 | $2.08M | 0.0% | +3.7% | 0.064% | |
| 11/7/2023 | Summit Financial LLC | 29,224 | $698K | 0.1% | +13.6% | 0.021% | |
| 11/7/2023 | Leuthold Group LLC | 238,735 | $5.70M | 0.8% | -0.8% | 0.175% | |
| 10/27/2023 | TIAA Trust National Association | 314,825 | $7.52M | 0.0% | N/A | 0.231% | |
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| 10/24/2023 | Bank of New York Mellon Corp | 1,058,697 | $25.27M | 0.0% | +166.4% | 0.778% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 194,415 | $4.64M | 0.0% | +71.6% | 0.143% | |
| 8/15/2023 | Cahill Financial Advisors Inc. | 40,013 | $1.02M | 0.2% | -1.0% | 0.029% | |
| 8/14/2023 | Retirement Investment Advisors Inc. | 360,348 | $9.21M | 1.1% | +41.2% | 0.265% | |
| 8/14/2023 | Morningstar Investment Services LLC | 1,943,186 | $49.39M | 0.6% | -31.9% | 1.428% | |
| 8/11/2023 | Summit Financial LLC | 25,716 | $657K | 0.0% | +23.3% | 0.019% | |
| 8/8/2023 | Leuthold Group LLC | 240,700 | $6.15M | 0.8% | -49.5% | 0.177% | |
| 8/3/2023 | Van ECK Associates Corp | 1,578 | $40K | 0.0% | +50.0% | 0.001% | |
| 8/3/2023 | Bank of New York Mellon Corp | 397,409 | $10.16M | 0.0% | -15.0% | 0.310% | |
| 7/31/2023 | TIAA FSB | 333,998 | $8.54M | 0.0% | -29.5% | 0.260% | |
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