| 12/26/2024 | JPMorgan Chase & Co. | 240,015 | $6.05M | 0.0% | -45.4% | 0.228% | |
| 11/29/2024 | American Trust | 9,952 | $251K | 0.0% | N/A | 0.009% | |
| 11/18/2024 | Sunbelt Securities Inc. | 13,532 | $341K | 0.0% | -2.9% | 0.013% | |
| 11/15/2024 | Peloton Wealth Strategists | 211,050 | $5.32M | 2.1% | -3.9% | 0.200% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 78,200 | $1.97M | 0.0% | +231.1% | 0.074% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 697,542 | $17.59M | 0.9% | -34.4% | 0.661% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 131,649 | $3.32M | 0.0% | -15.7% | 0.125% | |
| 11/14/2024 | L.M. Kohn & Company | 13,132 | $331K | 0.1% | +30.2% | 0.012% | |
| 11/14/2024 | Captrust Financial Advisors | 1,032,323 | $26.03M | 0.1% | -2.6% | 0.979% | |
| 11/13/2024 | Private Trust Co. NA | 4,610 | $116K | 0.0% | -15.4% | 0.004% | |
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| 11/6/2024 | Valley Wealth Managers Inc. | 73,045 | $1.84M | 0.1% | -1.8% | 0.069% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 66,367 | $1.67M | 0.0% | +15.3% | 0.063% | |
| 11/4/2024 | Kennebec Savings Bank | 1,161 | $29K | 0.0% | N/A | 0.001% | |
| 11/1/2024 | First Fiduciary Investment Counsel Inc. | 79,665 | $2.01M | 0.4% | -4.7% | 0.076% | |
| 11/1/2024 | Leavell Investment Management Inc. | 281,680 | $7.10M | 0.4% | -25.8% | 0.267% | |
| 11/1/2024 | Sonata Capital Group Inc. | 217,730 | $5.49M | 2.3% | N/A | 0.206% | |
| 10/31/2024 | Montecito Bank & Trust | 36,853 | $929K | 0.2% | +61.8% | 0.035% | |
| 10/31/2024 | Spinnaker Trust | 122,998 | $3.10M | 0.2% | -1.2% | 0.117% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 43,731 | $1.10M | 0.1% | -22.5% | 0.041% | |
| 10/29/2024 | Blue Square Asset Management LLC | 39,583 | $998K | 0.5% | +9.4% | 0.038% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 137,462 | $3.47M | 0.0% | -2.0% | 0.130% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 101,740 | $2.57M | 0.5% | -2.1% | 0.096% | |
| 10/29/2024 | Farther Finance Advisors LLC | 23,952 | $604K | 0.0% | +16.8% | 0.023% | |
| 10/25/2024 | Strategic Blueprint LLC | 35,692 | $900K | 0.1% | -33.8% | 0.034% | |
| 10/24/2024 | Arkadios Wealth Advisors | 12,509 | $315K | 0.0% | N/A | 0.012% | |
| 10/23/2024 | Lyell Wealth Management LP | 122,007 | $3.08M | 0.3% | -34.5% | 0.116% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 49,326 | $1.24M | 0.2% | -19.9% | 0.047% | |
| 10/23/2024 | PSI Advisors LLC | 123,360 | $3.11M | 0.9% | -1.3% | 0.117% | |
| 10/16/2024 | Buffington Mohr McNeal | 46,607 | $1.18M | 0.2% | -1.7% | 0.044% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 15,798 | $398K | 0.1% | -4.8% | 0.015% | |
| 10/7/2024 | Bank of New Hampshire | 7,405 | $187K | 0.0% | -12.9% | 0.007% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 105,515 | $2.66M | 0.7% | -11.7% | 0.100% | |
| 8/28/2024 | Farmers National Bank | 55,898 | $1.41M | 0.4% | -0.8% | 0.053% | |
| 8/21/2024 | Heartland Bank & Trust Co | 20,215 | $508K | 0.3% | -2.3% | 0.019% | |
| 8/16/2024 | Sunbelt Securities Inc. | 13,932 | $350K | 0.0% | -14.7% | 0.013% | |
| 8/15/2024 | Peloton Wealth Strategists | 219,550 | $5.52M | 2.3% | -0.5% | 0.208% | |
| 8/13/2024 | Godshalk Welsh Capital Management Inc. | 8,300 | $209K | 0.1% | N/A | 0.008% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 57,582 | $1.45M | 0.0% | -6.1% | 0.055% | |
| 8/8/2024 | Lyell Wealth Management LP | 186,199 | $4.68M | 0.4% | -24.8% | 0.176% | |
| 8/8/2024 | Parallel Advisors LLC | 89,503 | $2.25M | 0.1% | -1.2% | 0.085% | |
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| 8/8/2024 | Valley Wealth Managers Inc. | 74,397 | $1.87M | 0.1% | -0.7% | 0.071% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 20,000 | $503K | 0.0% | -9.1% | 0.019% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 11,285 | $284K | 0.0% | -10.8% | 0.011% | |
| 7/31/2024 | Spinnaker Trust | 124,538 | $3.13M | 0.2% | +1.2% | 0.118% | |
| 7/31/2024 | Farther Finance Advisors LLC | 20,511 | $514K | 0.0% | +2.0% | 0.019% | |
| 7/30/2024 | Arrow Financial Corp | 492,045 | $12.37M | 1.2% | -1.5% | 0.466% | |
| 7/27/2024 | Strategic Blueprint LLC | 53,939 | $1.36M | 0.1% | -7.2% | 0.051% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 768,089 | $19.30M | 0.1% | -3.6% | 0.728% | |
| 7/25/2024 | Hills Bank & Trust Co | 50,956 | $1.28M | 0.1% | -35.2% | 0.048% | |
| 7/23/2024 | PSI Advisors LLC | 124,987 | $3.14M | 1.0% | +4.7% | 0.118% | |
| 7/23/2024 | Exchange Capital Management Inc. | 75,973 | $1.91M | 0.3% | -0.5% | 0.072% | |
| 7/22/2024 | Horizons Wealth Management | 11,966 | $301K | 0.2% | -7.7% | 0.011% | |
| 7/20/2024 | First Horizon Advisors Inc. | 2,819 | $71K | 0.0% | -41.8% | 0.003% | |
| 7/17/2024 | Montecito Bank & Trust | 22,772 | $572K | 0.1% | +43.0% | 0.022% | |
| 7/17/2024 | Archford Capital Strategies LLC | 91,957 | $2.31M | 0.4% | +4.0% | 0.087% | |
| 7/17/2024 | Leavell Investment Management Inc. | 379,396 | $9.53M | 0.5% | -11.8% | 0.360% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 23,296 | $585K | 0.2% | -85.6% | 0.022% | |
| 7/11/2024 | Buffington Mohr McNeal | 47,429 | $1.19M | 0.2% | +2.6% | 0.045% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 119,464 | $3.00M | 0.8% | -5.3% | 0.113% | |
| 7/8/2024 | RVW Wealth LLC | 911,041 | $22.89M | 2.3% | +37.9% | 0.864% | |
| 7/2/2024 | GAMMA Investing LLC | 39,909 | $1.00M | 0.1% | +86.4% | 0.038% | |
| 5/21/2024 | Arrow Financial Corp | 499,425 | $12.51M | 1.2% | +1.7% | 0.473% | |
| 5/17/2024 | Heartland Bank & Trust Co | 20,688 | $518K | 0.3% | N/A | 0.020% | |
| 5/17/2024 | Comerica Bank | 33,481 | $839K | 0.0% | -28.4% | 0.032% | |
| 5/16/2024 | Captrust Financial Advisors | 911,313 | $22.83M | 0.1% | +8.7% | 0.864% | |
| 5/14/2024 | InterOcean Capital Group LLC | 921,558 | $23.09M | 0.6% | +3.9% | 0.874% | |
| 5/9/2024 | Dearborn Partners LLC | 21,121 | $529K | 0.0% | +8.6% | 0.020% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 1,042,766 | $26.12M | 1.3% | +2.5% | 0.977% | |
| 5/4/2024 | Gould Asset Management LLC CA | 32,065 | $803K | 0.2% | +33.6% | 0.030% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 74,905 | $1.88M | 0.1% | -4.9% | 0.070% | |
| 5/3/2024 | United Community Bank | 15,014 | $376K | 0.1% | +11.2% | 0.014% | |
| 5/2/2024 | Horan Securities Inc. | 38,351 | $961K | 0.5% | +4.3% | 0.036% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 139,287 | $3.49M | 0.0% | -3.0% | 0.131% | |
| 5/1/2024 | BNP Paribas Financial Markets | 4,710 | $118K | 0.0% | N/A | 0.004% | |
| 4/25/2024 | L.M. Kohn & Company | 12,986 | $325K | 0.1% | +20.2% | 0.012% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 54,469 | $1.36M | 0.3% | -2.3% | 0.051% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 796,478 | $19.95M | 0.1% | +6.7% | 0.746% | |
| 4/24/2024 | Leavell Investment Management Inc. | 430,028 | $10.77M | 0.6% | -3.9% | 0.403% | |
| 4/24/2024 | PSI Advisors LLC | 119,362 | $2.99M | 1.1% | +54.9% | 0.112% | |
| 4/24/2024 | Archford Capital Strategies LLC | 88,415 | $2.22M | 0.4% | -7.3% | 0.083% | |
| 4/24/2024 | First Fiduciary Investment Counsel Inc. | 90,025 | $2.26M | 0.5% | +1.4% | 0.084% | |
| 4/23/2024 | Strategic Blueprint LLC | 58,102 | $1.46M | 0.1% | -34.0% | 0.054% | |
| 4/18/2024 | Buffington Mohr McNeal | 46,231 | $1.16M | 0.2% | -4.1% | 0.046% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 49,886 | $1.25M | 0.1% | -3.1% | 0.049% | |
| 4/11/2024 | Roble Belko & Company Inc | 35,826 | $897K | 0.2% | +4.2% | 0.036% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 126,186 | $3.16M | 0.8% | -30.6% | 0.125% | |
| 4/9/2024 | Montecito Bank & Trust | 15,919 | $399K | 0.1% | N/A | 0.016% | |
| 4/8/2024 | RVW Wealth LLC | 660,417 | $16.54M | 1.7% | +11.0% | 0.655% | |
| 4/5/2024 | GAMMA Investing LLC | 21,411 | $536K | 0.1% | N/A | 0.021% | |
| 3/29/2024 | Adirondack Trust Co. | 7,168 | $179K | 0.1% | +216.7% | 0.007% | |
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| 2/16/2024 | Peloton Wealth Strategists | 220,550 | $5.49M | 2.4% | -6.0% | 0.219% | |
| 2/15/2024 | Comerica Bank | 46,793 | $1.17M | 0.0% | +68.4% | 0.046% | |
| 2/12/2024 | Arrow Financial Corp | 491,045 | $12.23M | 1.3% | +7.2% | 0.487% | |
| 2/12/2024 | Parallel Advisors LLC | 55,773 | $1.39M | 0.0% | +980.9% | 0.055% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 746,546 | $18.60M | 0.1% | +405.2% | 0.740% | |
| 2/9/2024 | InterOcean Capital Group LLC | 886,962 | $22.09M | 0.6% | +25.0% | 0.879% | |
| 2/9/2024 | L.M. Kohn & Company | 10,800 | $269K | 0.1% | +13.7% | 0.011% | |
| 2/8/2024 | Exchange Capital Management Inc. | 76,389 | $1.90M | 0.3% | +116.2% | 0.076% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 143,631 | $3.58M | 0.0% | +0.3% | 0.142% | |
| 2/7/2024 | Horan Securities Inc. | 36,759 | $916K | 0.5% | +1.7% | 0.036% | |
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