| 5/16/2025 | Peloton Wealth Strategists | 362,694 | $9.16M | 3.8% | +13.6% | 0.328% | |
| 5/16/2025 | Jones Financial Companies Lllp | 409,970 | $10.36M | 0.0% | +1,171.9% | 0.371% | |
| 5/16/2025 | NewEdge Advisors LLC | 227,306 | $5.74M | 0.0% | -4.2% | 0.206% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 176,718 | $4.46M | 0.1% | +43.8% | 0.160% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,555,428 | $39.29M | 0.0% | +43.5% | 1.408% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 51,142 | $1.29M | 0.3% | -5.9% | 0.046% | |
| 5/9/2025 | Foster Dykema Cabot & Partners LLC | 11,200 | $283K | 0.0% | -3.4% | 0.010% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 39,420 | $996K | 0.0% | +20.3% | 0.036% | |
| 5/9/2025 | Cheviot Value Management LLC | 188,911 | $4.76M | 0.6% | N/A | 0.171% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 2,918 | $74K | 0.0% | +73.3% | 0.003% | |
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| 5/8/2025 | Lyell Wealth Management LP | 354,738 | $8.96M | 0.8% | +7.2% | 0.321% | |
| 5/8/2025 | RVW Wealth LLC | 889,298 | $22.46M | 2.1% | +2.3% | 0.805% | |
| 5/8/2025 | Roble Belko & Company Inc | 21,918 | $554K | 0.1% | +14.7% | 0.020% | |
| 5/8/2025 | Dearborn Partners LLC | 21,044 | $532K | 0.0% | -2.2% | 0.019% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 47,767 | $1.21M | 0.1% | -2.4% | 0.043% | |
| 5/5/2025 | Arrow Financial Corp | 566,467 | $14.31M | 1.6% | +0.5% | 0.513% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 2,540 | $64K | 0.0% | -50.5% | 0.002% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 9,532 | $241K | 0.1% | N/A | 0.009% | |
| 5/2/2025 | Bogart Wealth LLC | 5,382 | $136K | 0.0% | -12.7% | 0.005% | |
| 4/30/2025 | Leavell Investment Management Inc. | 102,087 | $2.58M | 0.1% | +6.7% | 0.092% | |
| 4/30/2025 | First National Bank & Trust Co. of Newtown | 49,640 | $1.25M | 0.3% | N/A | 0.045% | |
| 4/29/2025 | Bank of New York Mellon Corp | 33,829 | $855K | 0.0% | +9.3% | 0.031% | |
| 4/29/2025 | Sonata Capital Group Inc. | 89,345 | $2.26M | 1.0% | -1.3% | 0.081% | |
| 4/29/2025 | Baker Boyer National Bank | 26,568 | $671K | 0.2% | +2.0% | 0.024% | |
| 4/28/2025 | Buffington Mohr McNeal | 46,996 | $1.19M | 0.2% | +237.0% | 0.043% | |
| 4/28/2025 | Private Trust Co. NA | 6,051 | $153K | 0.0% | +196.5% | 0.005% | |
| 4/25/2025 | Spinnaker Trust | 356,875 | $9.02M | 0.6% | +19.5% | 0.324% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 142,121 | $3.59M | 0.0% | +35.8% | 0.129% | |
| 4/22/2025 | Crews Bank & Trust | 140,855 | $3.56M | 0.6% | +18.3% | 0.128% | |
| 4/22/2025 | Heartland Bank & Trust Co | 82,331 | $2.08M | 1.1% | +108.9% | 0.075% | |
| 4/22/2025 | RFP Financial Group LLC | 30,823 | $779K | 0.3% | N/A | 0.028% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 127,139 | $3.21M | 0.0% | -15.3% | 0.115% | |
| 4/17/2025 | Rebalance LLC | 167,403 | $4.23M | 0.3% | +20.2% | 0.152% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 220,136 | $5.56M | 1.4% | +9.3% | 0.200% | |
| 4/15/2025 | GAMMA Investing LLC | 166,895 | $4.22M | 0.3% | +34.7% | 0.151% | |
| 4/14/2025 | Centricity Wealth Management LLC | 187,115 | $4.73M | 4.3% | +3.0% | 0.170% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 44,700 | $1.13M | 0.2% | +3.7% | 0.041% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 85,416 | $2.16M | 0.2% | +32.7% | 0.078% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 41,820 | $1.06M | 0.1% | +93.5% | 0.038% | |
| 4/8/2025 | Parallel Advisors LLC | 225,654 | $5.70M | 0.1% | -4.5% | 0.207% | |
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| 4/7/2025 | GAMMA Investing LLC | 4,215,768 | $106.49M | 0.0% | +3,302.4% | 3.873% | |
| 4/3/2025 | Adirondack Trust Co. | 84,460 | $2.13M | 0.8% | +10.9% | 0.078% | |
| 2/18/2025 | 10Elms LLP | 39,151 | $975K | 1.0% | N/A | 0.053% | |
| 2/17/2025 | Captrust Financial Advisors | 396,325 | $9.87M | 0.0% | +32.3% | 0.541% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 32,763 | $816K | 0.0% | N/A | 0.045% | |
| 2/17/2025 | Baird Financial Group Inc. | 24,191 | $602K | 0.0% | +9.9% | 0.033% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,083,928 | $26.99M | 0.0% | -8.9% | 1.481% | |
| 2/17/2025 | Ancora Advisors LLC | 16,131 | $402K | 0.0% | +14.9% | 0.022% | |
| 2/14/2025 | Arrow Financial Corp | 563,736 | $14.04M | 1.3% | +3.9% | 0.770% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 122,907 | $3.06M | 0.0% | -4.0% | 0.168% | |
| 2/13/2025 | Foster Dykema Cabot & Partners LLC | 11,600 | $289K | 0.0% | +866.7% | 0.016% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 73,881 | $1.84M | 0.0% | +10.5% | 0.101% | |
| 2/13/2025 | Hurley Capital LLC | 6,154 | $153K | 0.1% | N/A | 0.008% | |
| 2/12/2025 | Godshalk Welsh Capital Management Inc. | 41,600 | $1.04M | 0.7% | +378.2% | 0.057% | |
| 2/12/2025 | JPMorgan Chase & Co. | 7,280 | $181K | 0.0% | +514.9% | 0.010% | |
| 2/11/2025 | Sandy Spring Bank | 226,686 | $5.64M | 0.2% | +1.6% | 0.310% | |
| 2/10/2025 | Parallel Advisors LLC | 236,278 | $5.88M | 0.1% | +24.0% | 0.323% | |
| 2/10/2025 | Hills Bank & Trust Co | 6,457 | $161K | 0.0% | N/A | 0.009% | |
| 2/7/2025 | Rebalance LLC | 139,288 | $3.47M | 0.3% | N/A | 0.190% | |
| 2/7/2025 | Horan Securities Inc. | 38,079 | $948K | 0.4% | N/A | 0.052% | |
| 2/5/2025 | Peloton Wealth Strategists | 319,174 | $7.95M | 3.2% | +9.3% | 0.436% | |
| 2/4/2025 | Bank of New York Mellon Corp | 30,942 | $770K | 0.0% | +19.0% | 0.042% | |
| 2/3/2025 | First Horizon Advisors Inc. | 8,040 | $200K | 0.0% | +178.4% | 0.011% | |
| 2/3/2025 | Centricity Wealth Management LLC | 181,582 | $4.52M | 4.2% | N/A | 0.248% | |
| 2/3/2025 | Lyell Wealth Management LP | 331,018 | $8.24M | 0.7% | +7.4% | 0.452% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,684 | $42K | 0.0% | N/A | 0.002% | |
| 1/30/2025 | Spinnaker Trust | 298,655 | $7.44M | 0.5% | +75.4% | 0.408% | |
| 1/29/2025 | Sonata Capital Group Inc. | 90,557 | $2.26M | 0.9% | +388.0% | 0.124% | |
| 1/29/2025 | Leavell Investment Management Inc. | 95,692 | $2.38M | 0.1% | +25.6% | 0.131% | |
| 1/29/2025 | First Fiduciary Investment Counsel Inc. | 60,810 | $1.51M | 0.3% | +60.3% | 0.083% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 6,300 | $157K | 0.0% | N/A | 0.009% | |
| 1/28/2025 | Barrett & Company Inc. | 10,248 | $255K | 0.1% | +92.9% | 0.014% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 43,085 | $1.07M | 0.2% | +8.0% | 0.059% | |
| 1/23/2025 | RVW Wealth LLC | 869,496 | $21.65M | 2.0% | +7.8% | 1.188% | |
| 1/23/2025 | Crews Bank & Trust | 119,055 | $2.96M | 0.5% | N/A | 0.163% | |
| 1/23/2025 | Baker Boyer National Bank | 26,048 | $649K | 0.2% | +8.4% | 0.036% | |
| 1/22/2025 | Buffington Mohr McNeal | 13,944 | $347K | 0.1% | N/A | 0.019% | |
| 1/22/2025 | Heartland Bank & Trust Co | 39,414 | $981K | 0.5% | +309.2% | 0.054% | |
| 1/21/2025 | Archford Capital Strategies LLC | 53,161 | $1.32M | 0.2% | -2.7% | 0.073% | |
| 1/21/2025 | Montecito Bank & Trust | 46,390 | $1.16M | 0.2% | +11.8% | 0.063% | |
| 1/17/2025 | Adirondack Trust Co. | 76,136 | $1.90M | 0.7% | +121.9% | 0.104% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 150,125 | $3.74M | 0.0% | -56.0% | 0.205% | |
| 1/16/2025 | First United Bank & Trust | 1,913 | $48K | 0.0% | N/A | 0.003% | |
| 1/16/2025 | Harbor Investment Advisory LLC | 21,609 | $538K | 0.0% | +2,551.4% | 0.030% | |
| 1/16/2025 | Lbmc Investment Advisors LLC | 64,367 | $1.60M | 0.1% | +449.9% | 0.088% | |
| 1/14/2025 | Roble Belko & Company Inc | 19,112 | $476K | 0.1% | +23.1% | 0.026% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 201,436 | $5.02M | 1.2% | +5.3% | 0.275% | |
| 1/7/2025 | Bank of New Hampshire | 12,200 | $304K | 0.1% | +6.9% | 0.017% | |
| 1/3/2025 | GAMMA Investing LLC | 123,906 | $3.09M | 0.3% | +21.4% | 0.169% | |
| 11/15/2024 | Peloton Wealth Strategists | 291,975 | $7.45M | 3.0% | +8.3% | 0.399% | |
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| 11/15/2024 | Integrated Wealth Concepts LLC | 128,022 | $3.27M | 0.0% | +2.9% | 0.175% | |
| 11/14/2024 | Flow Traders U.S. LLC | 23,583 | $602K | 0.0% | N/A | 0.032% | |
| 11/14/2024 | Captrust Financial Advisors | 299,491 | $7.65M | 0.0% | +9.0% | 0.409% | |
| 11/6/2024 | Coastline Trust Co | 1,211 | $31K | 0.0% | N/A | 0.002% | |
| 11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 5,130 | $131K | 0.0% | +10.8% | 0.007% | |
| 11/4/2024 | Arrow Financial Corp | 542,320 | $13.85M | 1.3% | +2.1% | 0.741% | |
| 11/1/2024 | First Fiduciary Investment Counsel Inc. | 37,935 | $968K | 0.2% | -1.3% | 0.052% | |
| 11/1/2024 | Leavell Investment Management Inc. | 76,210 | $1.95M | 0.1% | +36.7% | 0.104% | |
| 11/1/2024 | Sonata Capital Group Inc. | 18,557 | $474K | 0.2% | N/A | 0.025% | |
| 10/31/2024 | Montecito Bank & Trust | 41,501 | $1.06M | 0.2% | +51.1% | 0.057% | |
