| 5/19/2026 | NewEdge Advisors LLC | 255,096 | $13.94M | 0.3% | -0.6% | 6.377% | |
| 5/5/2026 | Sanctuary Advisors LLC | 116,032 | $6.34M | 0.0% | +31.6% | 2.901% | |
| 4/29/2026 | Northwest Wealth Advisors LLC | 3,951 | $216K | 0.2% | -6.9% | 0.099% | |
| 2/19/2026 | Axxcess Wealth Management LLC | 10,450 | $568K | 0.0% | -3.4% | 0.373% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 26,961 | $1.47M | 0.1% | -2.6% | 0.963% | |
| 2/18/2026 | NewEdge Advisors LLC | 256,744 | $13.96M | 0.1% | +12.2% | 9.169% | |
| 2/17/2026 | Osaic Holdings Inc. | 34,928 | $1.90M | 0.0% | N/A | 1.247% | |
| 2/13/2026 | Visionary Wealth Advisors | 11,606 | $631K | 0.0% | -3.1% | 0.415% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 7,668 | $417K | 0.0% | N/A | 0.274% | |
| 2/12/2026 | Compass Capital Corp MA ADV | 52,662 | $3.17M | 1.2% | +1.6% | 1.881% | |
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| 2/11/2026 | LPL Financial LLC | 106,534 | $5.79M | 0.0% | -4.8% | 3.805% | |
| 2/11/2026 | Vise Technologies Inc. | 12,678 | $689K | 0.0% | N/A | 0.453% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 977,397 | $53.13M | 0.0% | -1.8% | 34.907% | |
| 2/6/2026 | Axxcess Wealth Management LLC | 10,450 | $568K | 0.0% | -3.4% | 0.373% | |
| 2/6/2026 | Northwest Wealth Advisors LLC | 4,246 | $231K | 0.2% | N/A | 0.152% | |
| 2/4/2026 | GGM Financials LLC | 22,824 | $1.24M | 0.6% | +22.8% | 0.815% | |
| 2/3/2026 | MGO One Seven LLC | 13,717 | $746K | 0.0% | N/A | 0.490% | |
| 2/2/2026 | Legacy Edge Advisors LLC | 8,901 | $484K | 0.1% | N/A | 0.318% | |
| 1/29/2026 | Sanctuary Advisors LLC | 88,147 | $4.79M | 0.0% | +3.5% | 3.148% | |
| 1/21/2026 | Sowell Financial Services LLC | 7,687 | $418K | 0.0% | +2.8% | 0.275% | |
| 1/15/2026 | Orrstown Financial Services Inc. | 439,782 | $23.91M | 4.0% | +1.3% | 15.707% | |
| 1/12/2026 | DAVENPORT & Co LLC | 4,990 | $271K | 0.0% | +22.0% | 0.178% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 31,461 | $1.79M | 0.0% | +101.1% | 1.124% | |
| 1/5/2026 | Miller Global Investments LLC | 8,216 | $447K | 0.4% | N/A | 0.293% | |
| 11/17/2025 | NewEdge Advisors LLC | 228,836 | $12.19M | 0.1% | -8.7% | 8.475% | |
| 11/17/2025 | Susquehanna International Group LLP | 17,237 | $918K | 0.0% | +51.8% | 0.638% | |
| 11/17/2025 | Citadel Advisors LLC | 13,221 | $704K | 0.0% | -46.3% | 0.490% | |
| 11/10/2025 | GGM Financials LLC | 18,585 | $990K | 0.5% | +40.8% | 0.688% | |
| 11/7/2025 | Horizon Family Wealth Inc. | 85,312 | $4.55M | 2.6% | -3.1% | 3.160% | |
| 11/7/2025 | Axxcess Wealth Management LLC | 10,820 | $577K | 0.0% | -86.2% | 0.401% | |
| 11/4/2025 | Oak Harbor Wealth Partners LLC | 20,713 | $1.10M | 0.3% | +3.2% | 0.767% | |
| 11/3/2025 | Coastal Bridge Advisors LLC | 27,667 | $1.47M | 0.1% | -3.4% | 1.025% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 15,647 | $829K | 0.0% | +86.6% | 0.580% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 19,329 | $1.03M | 0.1% | -2.8% | 0.716% | |
| 10/17/2025 | Sowell Financial Services LLC | 7,475 | $398K | 0.0% | +32.7% | 0.277% | |
| 10/15/2025 | DAVENPORT & Co LLC | 4,089 | $218K | 0.0% | N/A | 0.151% | |
| 10/14/2025 | Farther Finance Advisors LLC | 6,103 | $325K | 0.0% | N/A | 0.226% | |
| 10/10/2025 | Orrstown Financial Services Inc. | 434,146 | $23.13M | 4.0% | -5.8% | 16.079% | |
| 8/15/2025 | Visionary Wealth Advisors | 11,603 | $586K | 0.0% | -3.6% | 0.430% | |
| 8/15/2025 | Bank of America Corp DE | 2,237 | $113K | 0.0% | N/A | 0.083% | |
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| 8/14/2025 | Jane Street Group LLC | 8,282 | $418K | 0.0% | +9.3% | 0.307% | |
| 8/14/2025 | NewEdge Advisors LLC | 250,520 | $12.64M | 0.1% | +13.1% | 9.279% | |
| 8/8/2025 | Horizon Family Wealth Inc. | 88,023 | $4.44M | 2.7% | -19.1% | 3.201% | |
| 8/5/2025 | American Capital Advisory LLC | 9,271 | $468K | 0.2% | +4.8% | 0.337% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 19,880 | $1.00M | 0.1% | -2.2% | 0.723% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 7,000 | $353K | 0.0% | N/A | 0.255% | |
| 8/1/2025 | GGM Financials LLC | 13,202 | $666K | 0.1% | +72.9% | 0.480% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 78,139 | $3.94M | 0.1% | +384.9% | 2.841% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 8,152 | $417K | 0.1% | -50.2% | 0.296% | |
| 7/14/2025 | Sowell Financial Services LLC | 5,634 | $284K | 0.0% | N/A | 0.205% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 461,030 | $23.27M | 4.9% | +5.4% | 16.465% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,386 | $431K | 0.0% | -68.5% | 0.300% | |
| 5/19/2025 | Jane Street Group LLC | 7,579 | $353K | 0.0% | N/A | 0.271% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,007,059 | $46.95M | 0.0% | -11.5% | 35.966% | |
| 5/16/2025 | NewEdge Advisors LLC | 221,563 | $10.33M | 0.1% | +10.0% | 7.913% | |
| 5/9/2025 | Horizon Family Wealth Inc. | 108,799 | $5.07M | 3.4% | +14.8% | 3.886% | |
| 5/7/2025 | LPL Financial LLC | 29,500 | $1.38M | 0.0% | -2.6% | 1.054% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 16,113 | $751K | 0.0% | -71.2% | 0.580% | |
| 4/30/2025 | Brown Advisory Inc. | 16,075 | $749K | 0.0% | -1.4% | 0.578% | |
| 4/28/2025 | American Capital Advisory LLC | 8,843 | $412K | 0.2% | N/A | 0.318% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 20,334 | $949K | 0.1% | +14.6% | 0.731% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 51,996 | $2.42M | 1.3% | +7.2% | 1.870% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 5,450 | $254K | 0.0% | -33.8% | 0.196% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,653 | $1.24M | 0.0% | +130.9% | 0.959% | |
| 4/14/2025 | Orrstown Financial Services Inc. | 437,207 | $20.38M | 4.9% | +29.5% | 15.727% | |
| 4/11/2025 | GGM Financials LLC | 7,635 | $356K | 0.2% | +91.1% | 0.275% | |
| 4/9/2025 | Planned Solutions Inc. | 5,765 | $269K | 0.1% | N/A | 0.207% | |
| 4/9/2025 | Castle Rock Wealth Management LLC | 16,360 | $767K | 0.2% | -6.6% | 0.595% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 11,544 | $592K | 0.0% | -68.2% | 0.394% | |
| 3/5/2025 | Castle Rock Wealth Management LLC | 17,509 | $912K | 0.2% | +8.7% | 2.918% | |
| 2/17/2025 | Visionary Wealth Advisors | 19,900 | $1.02M | 0.1% | +41.5% | 3.317% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 34,551 | $1.77M | 0.2% | +39.1% | 5.759% | |
| 2/17/2025 | Citadel Advisors LLC | 25,451 | $1.31M | 0.0% | N/A | 4.242% | |
| 2/14/2025 | GG Group Ventures LLC | 17,431 | $894K | 1.2% | +53.7% | 2.905% | |
| 2/14/2025 | MGO One Seven LLC | 53,668 | $2.75M | 0.1% | +1.5% | 8.945% | |
| 2/13/2025 | NewEdge Advisors LLC | 201,467 | $10.33M | 0.1% | N/A | 33.578% | |
| 2/11/2025 | LPL Financial LLC | 30,288 | $1.55M | 0.0% | N/A | 5.048% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 55,925 | $2.87M | 0.1% | N/A | 9.321% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 8,958 | $459K | 0.0% | +55.7% | 1.493% | |
| 2/7/2025 | Oak Harbor Wealth Partners LLC | 17,145 | $879K | 0.3% | N/A | 2.858% | |
| 2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 17,742 | $909K | 0.1% | +107.3% | 2.957% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 48,490 | $2.61M | 1.0% | N/A | 8.082% | |
| 1/31/2025 | Sanctuary Advisors LLC | 83,628 | $4.49M | 0.0% | N/A | 13.938% | |
| 1/30/2025 | Trademark Financial Management LLC | 9,660 | $495K | 0.4% | +7.7% | 1.610% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 5,400 | $277K | 0.0% | +13.7% | 0.900% | |
| 1/29/2025 | GGM Financials LLC | 3,995 | $205K | 0.2% | N/A | 0.666% | |
| 1/23/2025 | Orrstown Financial Services Inc. | 337,700 | $17.31M | 4.6% | +3,372.9% | 56.283% | |
| 12/26/2024 | JPMorgan Chase & Co. | 7,730 | $409K | 0.0% | -69.1% | 1.288% | |
| 11/18/2024 | GG Group Ventures LLC | 11,342 | $613K | 0.9% | +53.8% | 1.890% | |
| 11/7/2024 | TrinityPoint Wealth LLC | 24,841 | $1.32M | 0.2% | N/A | 4.140% | |
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| 10/31/2024 | Trademark Financial Management LLC | 8,971 | $475K | 0.4% | N/A | 1.495% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 4,750 | $251K | 0.0% | N/A | 0.792% | |
| 10/24/2024 | Orrstown Financial Services Inc. | 9,724 | $515K | 0.2% | N/A | 1.621% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,558 | $453K | 0.1% | +4.4% | 1.426% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 36,353 | $1.92M | 0.0% | N/A | 6.059% | |
| 10/9/2024 | Castle Rock Wealth Management LLC | 16,109 | $842K | 0.2% | N/A | 2.685% | |
| 8/14/2024 | Insigneo Advisory Services LLC | 8,227 | $392K | 0.0% | +30.0% | 1.371% | |
| 8/8/2024 | Horizon Family Wealth Inc. | 89,361 | $4.36M | 3.3% | -0.4% | 14.894% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,200 | $400K | 0.1% | N/A | 1.367% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 89,729 | $4.45M | 3.4% | N/A | 14.955% | |