| 5/16/2025 | Peloton Wealth Strategists | 339,000 | $7.84M | 3.3% | +10.6% | 0.308% | |
| 5/16/2025 | Jones Financial Companies Lllp | 14,558 | $337K | 0.0% | -35.1% | 0.013% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 40,718 | $942K | 0.0% | +34.2% | 0.037% | |
| 5/15/2025 | OLD Mission Capital LLC | 144,790 | $3.35M | 0.0% | N/A | 0.132% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,275,246 | $52.63M | 0.0% | -36.4% | 2.069% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 813,572 | $18.82M | 1.1% | N/A | 0.740% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 49,591 | $1.15M | 0.0% | +16.6% | 0.045% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 3,184 | $74K | 0.0% | +73.1% | 0.003% | |
| 5/8/2025 | Lyell Wealth Management LP | 346,703 | $8.02M | 0.7% | +5.8% | 0.315% | |
| 5/8/2025 | RVW Wealth LLC | 830,776 | $19.22M | 1.8% | +2.3% | 0.756% | |
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| 5/7/2025 | Valley Wealth Managers Inc. | 29,388 | $680K | 0.1% | -5.0% | 0.027% | |
| 5/5/2025 | Arrow Financial Corp | 622,702 | $14.40M | 1.6% | +0.4% | 0.566% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 21,086 | $488K | 0.2% | +23.5% | 0.019% | |
| 5/2/2025 | Bogart Wealth LLC | 5,650 | $131K | 0.0% | -13.2% | 0.005% | |
| 5/1/2025 | Blue Square Asset Management LLC | 41,323 | $956K | 0.5% | +1.2% | 0.038% | |
| 4/30/2025 | Leavell Investment Management Inc. | 26,793 | $620K | 0.0% | +13.0% | 0.024% | |
| 4/30/2025 | First National Bank & Trust Co. of Newtown | 159,990 | $3.70M | 0.8% | N/A | 0.146% | |
| 4/29/2025 | Bank of New York Mellon Corp | 33,205 | $768K | 0.0% | -31.3% | 0.030% | |
| 4/25/2025 | Spinnaker Trust | 198,097 | $4.58M | 0.3% | +48.0% | 0.181% | |
| 4/25/2025 | First Fiduciary Investment Counsel Inc. | 42,965 | $994K | 0.2% | +5.6% | 0.039% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 89,549 | $2.07M | 0.0% | +84.6% | 0.082% | |
| 4/22/2025 | Crews Bank & Trust | 71,155 | $1.65M | 0.3% | +27.2% | 0.065% | |
| 4/22/2025 | Heartland Bank & Trust Co | 10,575 | $245K | 0.1% | N/A | 0.010% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 439,247 | $10.16M | 0.0% | +11.9% | 0.401% | |
| 4/17/2025 | Rebalance LLC | 182,883 | $4.23M | 0.3% | +20.8% | 0.167% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 226,663 | $5.24M | 1.3% | +13.1% | 0.207% | |
| 4/14/2025 | Farther Finance Advisors LLC | 1,928 | $44K | 0.0% | -21.7% | 0.002% | |
| 4/14/2025 | Centricity Wealth Management LLC | 78,140 | $1.81M | 1.6% | +6.2% | 0.071% | |
| 4/14/2025 | Bank of New Hampshire | 33,390 | $772K | 0.2% | +10.5% | 0.030% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 7,335 | $170K | 0.0% | +165.8% | 0.007% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 142,530 | $3.30M | 0.3% | N/A | 0.130% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 1,640 | $38K | 0.0% | +105.0% | 0.001% | |
| 4/8/2025 | Parallel Advisors LLC | 232,847 | $5.39M | 0.1% | -3.7% | 0.215% | |
| 4/3/2025 | Adirondack Trust Co. | 92,903 | $2.15M | 0.8% | +9.8% | 0.086% | |
| 2/18/2025 | 10Elms LLP | 7,800 | $178K | 0.2% | N/A | 0.013% | |
| 2/17/2025 | Captrust Financial Advisors | 355,527 | $8.11M | 0.0% | +618.9% | 0.604% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 42,536 | $970K | 0.0% | N/A | 0.072% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,578,733 | $81.57M | 0.0% | -22.0% | 6.081% | |
| 2/17/2025 | Ancora Advisors LLC | 16,565 | $378K | 0.0% | +11.7% | 0.028% | |
| 2/14/2025 | Arrow Financial Corp | 620,143 | $14.14M | 1.3% | +3.7% | 1.054% | |
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| 2/14/2025 | Integrated Wealth Concepts LLC | 30,336 | $692K | 0.0% | -4.3% | 0.052% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 74,943 | $1.71M | 0.0% | +40.3% | 0.127% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,996 | $114K | 0.0% | -97.9% | 0.008% | |
| 2/11/2025 | Sandy Spring Bank | 238,086 | $5.43M | 0.2% | +3.8% | 0.405% | |
| 2/10/2025 | Parallel Advisors LLC | 241,783 | $5.51M | 0.1% | +25.5% | 0.411% | |
| 2/7/2025 | Dearborn Partners LLC | 22,655 | $517K | 0.0% | N/A | 0.038% | |
| 2/7/2025 | Rebalance LLC | 151,380 | $3.45M | 0.3% | N/A | 0.257% | |
| 2/5/2025 | Peloton Wealth Strategists | 306,400 | $6.99M | 2.8% | +12.3% | 0.521% | |
| 2/4/2025 | Bank of New York Mellon Corp | 48,320 | $1.10M | 0.0% | +56.5% | 0.082% | |
| 2/3/2025 | Centricity Wealth Management LLC | 73,547 | $1.68M | 1.6% | N/A | 0.125% | |
| 2/3/2025 | Lyell Wealth Management LP | 327,578 | $7.47M | 0.7% | +7.1% | 0.557% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,839 | $42K | 0.0% | N/A | 0.003% | |
| 1/30/2025 | Newman Dignan & Sheerar Inc. | 149,849 | $3.42M | 0.9% | +5.0% | 0.255% | |
| 1/30/2025 | Spinnaker Trust | 133,891 | $3.05M | 0.2% | +151.4% | 0.228% | |
| 1/29/2025 | Leavell Investment Management Inc. | 23,702 | $540K | 0.0% | +30.3% | 0.040% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 17,077 | $389K | 0.1% | +16.1% | 0.029% | |
| 1/29/2025 | First Fiduciary Investment Counsel Inc. | 40,690 | $928K | 0.2% | N/A | 0.069% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 6,600 | $150K | 0.0% | N/A | 0.011% | |
| 1/28/2025 | Barrett & Company Inc. | 3,000 | $68K | 0.0% | +200.0% | 0.005% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 2,760 | $63K | 0.0% | +513.3% | 0.005% | |
| 1/23/2025 | RVW Wealth LLC | 811,880 | $18.51M | 1.7% | +1,091.5% | 1.380% | |
| 1/23/2025 | Crews Bank & Trust | 55,925 | $1.28M | 0.2% | N/A | 0.095% | |
| 1/21/2025 | Blue Square Asset Management LLC | 40,819 | $931K | 0.5% | N/A | 0.069% | |
| 1/21/2025 | Archford Capital Strategies LLC | 55,426 | $1.26M | 0.2% | -2.9% | 0.094% | |
| 1/21/2025 | Montecito Bank & Trust | 40,555 | $925K | 0.2% | +16.5% | 0.069% | |
| 1/17/2025 | Adirondack Trust Co. | 84,629 | $1.93M | 0.7% | +98.1% | 0.144% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 392,459 | $8.95M | 0.0% | +22.0% | 0.667% | |
| 1/16/2025 | First United Bank & Trust | 2,080 | $47K | 0.0% | N/A | 0.004% | |
| 1/14/2025 | Roble Belko & Company Inc | 42,420 | $967K | 0.2% | +10.2% | 0.072% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 200,486 | $4.57M | 1.1% | +5.9% | 0.341% | |
| 1/7/2025 | Bank of New Hampshire | 30,215 | $689K | 0.2% | +112.8% | 0.051% | |
| 1/2/2025 | Confluence Investment Management LLC | 254,736 | $5.81M | 0.1% | +3.3% | 0.433% | |
| 12/26/2024 | JPMorgan Chase & Co. | 242,371 | $5.70M | 0.0% | +16,778.2% | 0.412% | |
| 11/15/2024 | Peloton Wealth Strategists | 272,895 | $6.42M | 2.5% | +3.0% | 0.464% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 31,710 | $746K | 0.0% | +28.9% | 0.054% | |
| 11/14/2024 | Captrust Financial Advisors | 49,451 | $1.16M | 0.0% | +19.5% | 0.084% | |
| 11/4/2024 | Arrow Financial Corp | 598,293 | $14.07M | 1.3% | +1.5% | 1.017% | |
| 11/1/2024 | Leavell Investment Management Inc. | 18,185 | $428K | 0.0% | N/A | 0.031% | |
| 10/31/2024 | Confluence Investment Management LLC | 246,605 | $5.80M | 0.1% | N/A | 0.419% | |
| 10/31/2024 | Montecito Bank & Trust | 34,821 | $819K | 0.1% | +90.9% | 0.059% | |
| 10/31/2024 | Spinnaker Trust | 53,268 | $1.25M | 0.1% | +70.2% | 0.091% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 321,808 | $7.57M | 0.0% | +7.0% | 0.547% | |
| 10/29/2024 | First Interstate Bank | 8,671 | $204K | 0.0% | N/A | 0.015% | |
| 10/29/2024 | Farther Finance Advisors LLC | 2,430 | $57K | 0.0% | +6,842.9% | 0.004% | |
| 10/23/2024 | Lyell Wealth Management LP | 305,924 | $7.19M | 0.7% | +23.3% | 0.520% | |
| 10/23/2024 | Bogart Wealth LLC | 6,507 | $153K | 0.0% | +15.2% | 0.011% | |
| 10/9/2024 | Adirondack Trust Co. | 42,731 | $1.00M | 0.4% | +108.9% | 0.073% | |
| 10/7/2024 | Bank of New Hampshire | 14,200 | $334K | 0.1% | -14.5% | 0.024% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 189,348 | $4.45M | 1.1% | +0.9% | 0.322% | |
| 8/28/2024 | Farmers National Bank | 37,893 | $859K | 0.3% | +9.1% | 0.064% | |
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| 8/15/2024 | Peloton Wealth Strategists | 265,000 | $6.01M | 2.5% | +3.7% | 0.450% | |
| 8/8/2024 | Lyell Wealth Management LP | 248,200 | $5.63M | 0.5% | +15.0% | 0.422% | |
| 8/8/2024 | Parallel Advisors LLC | 127,476 | $2.89M | 0.1% | +2.8% | 0.217% | |
| 8/8/2024 | Valley Wealth Managers Inc. | 30,943 | $701K | 0.1% | +51.0% | 0.053% | |
| 7/31/2024 | Spinnaker Trust | 31,297 | $710K | 0.0% | +56.1% | 0.053% | |
| 7/30/2024 | Arrow Financial Corp | 589,504 | $13.36M | 1.3% | +2.2% | 1.002% | |
| 7/26/2024 | Bank of New York Mellon Corp | 16,099 | $365K | 0.0% | +64.0% | 0.027% | |
| 7/17/2024 | Montecito Bank & Trust | 18,240 | $414K | 0.1% | +32.3% | 0.031% | |
| 7/17/2024 | Archford Capital Strategies LLC | 58,659 | $1.33M | 0.2% | +3.0% | 0.100% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 138,274 | $3.14M | 0.8% | N/A | 0.235% | |
