| 5/16/2025 | Peloton Wealth Strategists | 339,470 | $8.21M | 3.4% | +9.5% | 0.272% | |
| 5/16/2025 | NewEdge Advisors LLC | 643,959 | $15.57M | 0.1% | +0.6% | 0.517% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 179,958 | $4.35M | 0.1% | +44.1% | 0.144% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 49,164 | $1.19M | 0.0% | +2.3% | 0.039% | |
| 5/9/2025 | Wells Financial Advisors INC | 3,200 | $77K | 0.1% | -54.0% | 0.003% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 3,051 | $74K | 0.0% | +73.3% | 0.002% | |
| 5/8/2025 | Lyell Wealth Management LP | 389,449 | $9.42M | 0.9% | +7.0% | 0.313% | |
| 5/8/2025 | RVW Wealth LLC | 967,922 | $23.40M | 2.2% | +1.2% | 0.777% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 71,637 | $1.73M | 0.1% | -2.4% | 0.057% | |
| 5/5/2025 | Arrow Financial Corp | 578,531 | $13.99M | 1.6% | -0.2% | 0.464% | |
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| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 32,048 | $775K | 0.0% | +90.1% | 0.026% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 13,082 | $316K | 0.1% | +13.9% | 0.010% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 24,181 | $585K | 0.1% | +7.0% | 0.019% | |
| 5/2/2025 | Bogart Wealth LLC | 5,604 | $136K | 0.0% | -12.8% | 0.004% | |
| 4/30/2025 | Leavell Investment Management Inc. | 190,243 | $4.60M | 0.2% | +16.2% | 0.153% | |
| 4/30/2025 | First National Bank & Trust Co. of Newtown | 34,010 | $822K | 0.2% | N/A | 0.027% | |
| 4/29/2025 | Bank of New York Mellon Corp | 33,953 | $821K | 0.0% | +9.5% | 0.027% | |
| 4/29/2025 | Sonata Capital Group Inc. | 205,888 | $4.98M | 2.2% | +0.6% | 0.167% | |
| 4/28/2025 | Buffington Mohr McNeal | 164,698 | $3.98M | 0.8% | +108.1% | 0.133% | |
| 4/28/2025 | Private Trust Co. NA | 12,755 | $308K | 0.0% | +152.1% | 0.010% | |
| 4/25/2025 | Spinnaker Trust | 455,474 | $11.01M | 0.7% | +21.8% | 0.369% | |
| 4/25/2025 | First Fiduciary Investment Counsel Inc. | 71,408 | $1.73M | 0.4% | +1.9% | 0.058% | |
| 4/24/2025 | J. L. Bainbridge & Co. Inc. | 9,301 | $225K | 0.0% | N/A | 0.008% | |
| 4/24/2025 | Sunbelt Securities Inc. | 3,735 | $90K | 0.0% | +31.5% | 0.003% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 2,000 | $48K | 0.0% | -20.0% | 0.002% | |
| 4/24/2025 | Trust Co. of Vermont | 5,492 | $133K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | Trust Co of Kansas | 9,330 | $226K | 0.1% | N/A | 0.008% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 212,873 | $5.15M | 0.0% | +27.5% | 0.172% | |
| 4/22/2025 | Crews Bank & Trust | 173,845 | $4.20M | 0.7% | +5.2% | 0.141% | |
| 4/22/2025 | Heartland Bank & Trust Co | 99,119 | $2.40M | 1.2% | +23.7% | 0.080% | |
| 4/22/2025 | RFP Financial Group LLC | 32,025 | $774K | 0.3% | N/A | 0.026% | |
| 4/17/2025 | Montecito Bank & Trust | 50,993 | $1.23M | 0.2% | +4.9% | 0.041% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 219,853 | $5.32M | 0.0% | +2.6% | 0.178% | |
| 4/17/2025 | Rebalance LLC | 446,501 | $10.80M | 0.8% | +24.5% | 0.362% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 231,955 | $5.61M | 1.4% | +7.9% | 0.188% | |
| 4/15/2025 | GAMMA Investing LLC | 189,899 | $4.59M | 0.3% | +25.9% | 0.154% | |
| 4/14/2025 | Farther Finance Advisors LLC | 17,856 | $431K | 0.0% | +217.8% | 0.014% | |
| 4/14/2025 | Centricity Wealth Management LLC | 181,654 | $4.39M | 4.0% | +10.3% | 0.147% | |
| 4/14/2025 | Bank of New Hampshire | 31,210 | $755K | 0.2% | -2.7% | 0.025% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 46,462 | $1.12M | 0.2% | +26.3% | 0.038% | |
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| 4/10/2025 | Horizons Wealth Management | 10,230 | $247K | 0.2% | +18.4% | 0.008% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 122,953 | $2.97M | 0.2% | +77.2% | 0.100% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 43,808 | $1.06M | 0.1% | +8.0% | 0.035% | |
| 4/8/2025 | Parallel Advisors LLC | 219,918 | $5.32M | 0.1% | -10.7% | 0.180% | |
| 4/7/2025 | GAMMA Investing LLC | 4,591,758 | $111.03M | 0.0% | +2,944.0% | 3.756% | |
| 4/3/2025 | Adirondack Trust Co. | 36,630 | $886K | 0.3% | +7.7% | 0.030% | |
| 4/1/2025 | Confluence Investment Management LLC | 163,383 | $3.95M | 0.1% | -1.3% | 0.134% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,840 | $68K | 0.0% | +239.3% | 0.003% | |
| 2/18/2025 | Mosaic Family Wealth Partners LLC | 22,601 | $542K | 0.1% | +143.4% | 0.023% | |
| 2/18/2025 | Novem Group | 141,403 | $3.39M | 0.5% | N/A | 0.145% | |
| 2/18/2025 | 10Elms LLP | 26,070 | $625K | 0.6% | N/A | 0.027% | |
| 2/17/2025 | Captrust Financial Advisors | 589,568 | $14.13M | 0.0% | +42.3% | 0.604% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 48,059 | $1.15M | 0.0% | N/A | 0.049% | |
| 2/17/2025 | Baird Financial Group Inc. | 26,122 | $626K | 0.0% | +10.9% | 0.027% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,553,216 | $37.22M | 0.0% | -4.8% | 1.592% | |
| 2/17/2025 | Ancora Advisors LLC | 18,769 | $450K | 0.0% | +15.9% | 0.019% | |
| 2/14/2025 | Arrow Financial Corp | 579,725 | $13.89M | 1.3% | +4.0% | 0.594% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 124,898 | $2.99M | 0.0% | -1.2% | 0.128% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 92,489 | $2.22M | 0.0% | +20.3% | 0.095% | |
| 2/13/2025 | Hurley Capital LLC | 13,482 | $323K | 0.3% | N/A | 0.014% | |
| 2/12/2025 | Front Row Advisors LLC | 1,200 | $29K | 0.0% | N/A | 0.001% | |
| 2/12/2025 | Godshalk Welsh Capital Management Inc. | 58,700 | $1.41M | 0.9% | +62.4% | 0.060% | |
| 2/12/2025 | JPMorgan Chase & Co. | 99,439 | $2.38M | 0.0% | +12.0% | 0.102% | |
| 2/11/2025 | Sandy Spring Bank | 238,974 | $5.73M | 0.2% | +0.7% | 0.245% | |
| 2/10/2025 | Parallel Advisors LLC | 246,215 | $5.90M | 0.1% | +25.3% | 0.252% | |
| 2/7/2025 | Rebalance LLC | 358,509 | $8.59M | 0.6% | N/A | 0.368% | |
| 2/7/2025 | Horan Securities Inc. | 40,501 | $970K | 0.4% | -7.1% | 0.042% | |
| 2/6/2025 | Jones Financial Companies Lllp | 21,618 | $518K | 0.0% | +147.5% | 0.022% | |
| 2/5/2025 | Peloton Wealth Strategists | 310,130 | $7.43M | 3.0% | +6.2% | 0.318% | |
| 2/4/2025 | Exchange Capital Management Inc. | 8,444 | $202K | 0.0% | -69.8% | 0.009% | |
| 2/4/2025 | Bank of New York Mellon Corp | 31,017 | $743K | 0.0% | +19.1% | 0.032% | |
| 2/3/2025 | First Horizon Advisors Inc. | 8,392 | $201K | 0.0% | +173.5% | 0.009% | |
| 2/3/2025 | Centricity Wealth Management LLC | 164,744 | $3.95M | 3.7% | N/A | 0.169% | |
| 2/3/2025 | Lyell Wealth Management LP | 363,921 | $8.72M | 0.8% | +5.0% | 0.373% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,761 | $42K | 0.0% | N/A | 0.002% | |
| 1/31/2025 | Valley Wealth Managers Inc. | 73,407 | $1.76M | 0.1% | -1.0% | 0.075% | |
| 1/30/2025 | Spinnaker Trust | 373,877 | $8.96M | 0.6% | +53.0% | 0.383% | |
| 1/29/2025 | Sonata Capital Group Inc. | 204,751 | $4.91M | 2.0% | +197.4% | 0.210% | |
| 1/29/2025 | Leavell Investment Management Inc. | 163,717 | $3.92M | 0.2% | +34.2% | 0.168% | |
| 1/29/2025 | First Fiduciary Investment Counsel Inc. | 70,053 | $1.68M | 0.3% | +24.3% | 0.072% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 6,600 | $158K | 0.0% | N/A | 0.007% | |
| 1/28/2025 | Barrett & Company Inc. | 50,974 | $1.22M | 0.5% | +32.1% | 0.052% | |
| 1/28/2025 | Migdal Insurance & Financial Holdings Ltd. | 16,855 | $404K | 0.0% | +68.4% | 0.017% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 36,799 | $882K | 0.2% | +42.1% | 0.038% | |
| 1/23/2025 | RVW Wealth LLC | 956,044 | $22.91M | 2.1% | +9.2% | 0.980% | |
| 1/23/2025 | Crews Bank & Trust | 165,270 | $3.96M | 0.7% | N/A | 0.169% | |
| 1/22/2025 | Buffington Mohr McNeal | 79,160 | $1.90M | 0.3% | +33.9% | 0.081% | |
| 1/22/2025 | Heartland Bank & Trust Co | 80,119 | $1.92M | 1.0% | +73.7% | 0.082% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 11,379 | $273K | 0.0% | N/A | 0.012% | |
| 1/21/2025 | Archford Capital Strategies LLC | 52,649 | $1.26M | 0.2% | -2.9% | 0.054% | |
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| 1/21/2025 | Montecito Bank & Trust | 48,628 | $1.17M | 0.2% | +11.7% | 0.050% | |
| 1/17/2025 | Adirondack Trust Co. | 33,997 | $814K | 0.3% | +29.8% | 0.035% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 214,233 | $5.13M | 0.0% | +4.6% | 0.220% | |
| 1/16/2025 | First United Bank & Trust | 2,004 | $48K | 0.0% | N/A | 0.002% | |
| 1/16/2025 | Harbor Investment Advisory LLC | 40,550 | $972K | 0.1% | +2.7% | 0.042% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 69,381 | $1.66M | 0.1% | +496.6% | 0.071% | |
| 1/14/2025 | Roble Belko & Company Inc | 15,865 | $380K | 0.1% | +10.2% | 0.016% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 214,903 | $5.15M | 1.3% | +5.0% | 0.220% | |
| 1/7/2025 | Bank of New Hampshire | 32,060 | $768K | 0.2% | -1.4% | 0.033% | |
| 1/7/2025 | Horizons Wealth Management | 8,641 | $207K | 0.2% | +12.2% | 0.009% | |
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