| 5/2/2025 | Bogart Wealth LLC | 6,051 | $131K | 0.0% | -13.1% | 0.007% | |
| 4/29/2025 | Bank of New York Mellon Corp | 49,537 | $1.08M | 0.0% | +64.6% | 0.061% | |
| 4/28/2025 | Buffington Mohr McNeal | 634,284 | $13.78M | 2.7% | +1.5% | 0.777% | |
| 4/25/2025 | Spinnaker Trust | 40,331 | $876K | 0.1% | +165.6% | 0.049% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 326,034 | $7.08M | 0.0% | +17.5% | 0.400% | |
| 4/22/2025 | Crews Bank & Trust | 33,395 | $725K | 0.1% | +62.0% | 0.041% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 366,024 | $7.95M | 0.0% | +3.5% | 0.449% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 233,507 | $5.07M | 1.2% | +26.9% | 0.286% | |
| 4/15/2025 | Oak Family Advisors LLC | 20,229 | $439K | 0.1% | -85.3% | 0.025% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,810 | $83K | 0.0% | -12.8% | 0.005% | |
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| 4/14/2025 | Centricity Wealth Management LLC | 45,830 | $995K | 0.9% | +2.5% | 0.056% | |
| 4/14/2025 | Bank of New Hampshire | 39,655 | $861K | 0.2% | +21.6% | 0.049% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 112,605 | $2.45M | 0.2% | N/A | 0.138% | |
| 4/8/2025 | Parallel Advisors LLC | 241,456 | $5.24M | 0.1% | -3.2% | 0.298% | |
| 4/3/2025 | Adirondack Trust Co. | 91,498 | $1.99M | 0.8% | +15.9% | 0.113% | |
| 4/1/2025 | Confluence Investment Management LLC | 282,297 | $6.13M | 0.1% | N/A | 0.348% | |
| 2/18/2025 | 10Elms LLP | 4,551 | $97K | 0.1% | N/A | 0.010% | |
| 2/17/2025 | Captrust Financial Advisors | 42,585 | $910K | 0.0% | +7.2% | 0.098% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 15,309 | $327K | 0.0% | N/A | 0.035% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,422,727 | $73.08M | 0.0% | -20.5% | 7.841% | |
| 2/17/2025 | Ancora Advisors LLC | 4,104 | $88K | 0.0% | +64.0% | 0.009% | |
| 2/14/2025 | Arrow Financial Corp | 667,244 | $14.25M | 1.4% | +3.4% | 1.529% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 28,437 | $607K | 0.0% | +3.1% | 0.065% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 66,310 | $1.42M | 0.0% | +3.6% | 0.152% | |
| 2/13/2025 | Hurley Capital LLC | 12,048 | $257K | 0.2% | N/A | 0.028% | |
| 2/11/2025 | Sandy Spring Bank | 244,861 | $5.23M | 0.2% | +2.5% | 0.561% | |
| 2/10/2025 | Parallel Advisors LLC | 249,375 | $5.33M | 0.1% | +23.8% | 0.571% | |
| 2/5/2025 | Private Trust Co. NA | 1,168 | $25K | 0.0% | N/A | 0.003% | |
| 2/5/2025 | Peloton Wealth Strategists | 237,100 | $5.06M | 2.0% | +22.3% | 0.543% | |
| 2/4/2025 | Bank of New York Mellon Corp | 30,098 | $643K | 0.0% | +24.8% | 0.069% | |
| 2/3/2025 | Centricity Wealth Management LLC | 44,710 | $955K | 0.9% | N/A | 0.102% | |
| 2/3/2025 | Lyell Wealth Management LP | 302,673 | $6.47M | 0.6% | +12.7% | 0.693% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,962 | $42K | 0.0% | N/A | 0.004% | |
| 1/30/2025 | Newman Dignan & Sheerar Inc. | 20,532 | $439K | 0.1% | +6.3% | 0.047% | |
| 1/30/2025 | Spinnaker Trust | 15,186 | $324K | 0.0% | +45.0% | 0.035% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 27,647 | $591K | 0.2% | +10.0% | 0.063% | |
| 1/24/2025 | Oak Family Advisors LLC | 137,605 | $2.94M | 1.1% | -33.7% | 0.315% | |
| 1/23/2025 | Crews Bank & Trust | 20,620 | $440K | 0.1% | N/A | 0.047% | |
| 1/22/2025 | Buffington Mohr McNeal | 625,184 | $13.35M | 2.2% | +2.9% | 1.432% | |
| 1/21/2025 | Archford Capital Strategies LLC | 59,093 | $1.26M | 0.2% | -1.4% | 0.135% | |
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| 1/21/2025 | Montecito Bank & Trust | 40,643 | $868K | 0.2% | +10.2% | 0.093% | |
| 1/17/2025 | Adirondack Trust Co. | 78,938 | $1.69M | 0.6% | +93.7% | 0.181% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 353,581 | $7.55M | 0.0% | +7.8% | 0.810% | |
| 1/16/2025 | First United Bank & Trust | 2,209 | $47K | 0.0% | N/A | 0.005% | |
| 1/14/2025 | Roble Belko & Company Inc | 21,728 | $464K | 0.1% | +14.9% | 0.050% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 184,036 | $3.93M | 1.0% | +11.6% | 0.422% | |
| 1/7/2025 | Bank of New Hampshire | 32,605 | $696K | 0.2% | +137.5% | 0.075% | |
| 11/15/2024 | Peloton Wealth Strategists | 193,900 | $4.30M | 1.7% | +5.3% | 0.444% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 27,569 | $611K | 0.0% | -7.5% | 0.063% | |
| 11/14/2024 | Flow Traders U.S. LLC | 83,132 | $1.84M | 0.1% | N/A | 0.190% | |
| 11/14/2024 | Captrust Financial Advisors | 39,725 | $881K | 0.0% | +8.9% | 0.091% | |
| 11/4/2024 | Arrow Financial Corp | 645,246 | $14.31M | 1.3% | +1.3% | 1.478% | |
| 10/31/2024 | Montecito Bank & Trust | 36,869 | $817K | 0.1% | +91.5% | 0.084% | |
| 10/31/2024 | Spinnaker Trust | 10,473 | $232K | 0.0% | N/A | 0.024% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 327,867 | $7.27M | 0.0% | +5.3% | 0.751% | |
| 10/29/2024 | Farther Finance Advisors LLC | 4,301 | $95K | 0.0% | +12,188.6% | 0.010% | |
| 10/23/2024 | Lyell Wealth Management LP | 268,570 | $5.95M | 0.5% | +13.5% | 0.615% | |
| 10/23/2024 | Bogart Wealth LLC | 6,609 | $147K | 0.0% | +15.9% | 0.015% | |
| 10/16/2024 | Buffington Mohr McNeal | 607,607 | $13.47M | 2.2% | +2.4% | 1.392% | |
| 10/9/2024 | Adirondack Trust Co. | 40,752 | $903K | 0.3% | +89.2% | 0.093% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 164,862 | $3.66M | 0.9% | +6.8% | 0.378% | |
| 8/28/2024 | Farmers National Bank | 42,982 | $914K | 0.3% | +3.5% | 0.098% | |
| 8/15/2024 | Peloton Wealth Strategists | 184,200 | $3.92M | 1.6% | +5.0% | 0.422% | |
| 8/8/2024 | Lyell Wealth Management LP | 236,645 | $5.03M | 0.5% | +8.5% | 0.542% | |
| 8/8/2024 | Parallel Advisors LLC | 128,832 | $2.74M | 0.1% | +7.3% | 0.295% | |
| 7/30/2024 | Arrow Financial Corp | 636,730 | $13.54M | 1.3% | +3.1% | 1.459% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 244,307 | $5.19M | 0.0% | -47.0% | 0.560% | |
| 7/26/2024 | Bank of New York Mellon Corp | 19,414 | $413K | 0.0% | +79.5% | 0.044% | |
| 7/23/2024 | Oak Family Advisors LLC | 209,082 | $4.45M | 1.5% | +0.6% | 0.479% | |
| 7/17/2024 | Montecito Bank & Trust | 19,255 | $409K | 0.1% | +32.8% | 0.044% | |
| 7/17/2024 | Archford Capital Strategies LLC | 60,892 | $1.30M | 0.2% | +3.4% | 0.140% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 14,062 | $299K | 0.1% | +5.7% | 0.032% | |
| 7/11/2024 | Buffington Mohr McNeal | 593,465 | $12.62M | 2.2% | +1.1% | 1.360% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 154,394 | $3.28M | 0.8% | +23.6% | 0.354% | |
| 7/9/2024 | Adirondack Trust Co. | 21,534 | $458K | 0.2% | +47.3% | 0.049% | |
| 7/1/2024 | Bank of New Hampshire | 13,730 | $292K | 0.1% | -3.9% | 0.031% | |
| 5/21/2024 | Arrow Financial Corp | 617,630 | $13.22M | 1.3% | +3.7% | 1.415% | |
| 5/17/2024 | Comerica Bank | 19,042 | $407K | 0.0% | +100.0% | 0.044% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 293,259 | $6.28M | 0.0% | +6.6% | 0.722% | |
| 4/29/2024 | Newman Dignan & Sheerar Inc. | 13,303 | $285K | 0.1% | N/A | 0.033% | |
| 4/26/2024 | Bogart Wealth LLC | 5,700 | $122K | 0.0% | +13.9% | 0.014% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 461,242 | $9.87M | 0.0% | +3,239.2% | 1.136% | |
| 4/24/2024 | Oak Family Advisors LLC | 207,761 | $4.45M | 1.7% | +8.8% | 0.512% | |
| 4/18/2024 | Buffington Mohr McNeal | 587,209 | $12.57M | 2.3% | +11.4% | 3.149% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 21,490 | $460K | 0.2% | +37.6% | 0.115% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 124,935 | $2.67M | 0.7% | +55.1% | 0.670% | |
| 4/10/2024 | Bank of New Hampshire | 14,290 | $306K | 0.1% | +84.3% | 0.077% | |
| 4/9/2024 | Montecito Bank & Trust | 14,496 | $310K | 0.1% | N/A | 0.078% | |
| 4/9/2024 | Adirondack Trust Co. | 14,617 | $313K | 0.1% | +33.0% | 0.078% | |
| 3/29/2024 | Adirondack Trust Co. | 10,989 | $234K | 0.1% | +23,280.9% | 0.059% | |
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| 2/16/2024 | Peloton Wealth Strategists | 160,000 | $3.46M | 1.5% | +11.9% | 0.858% | |
| 2/12/2024 | Arrow Financial Corp | 595,594 | $12.89M | 1.3% | +9.9% | 3.194% | |
| 2/12/2024 | Parallel Advisors LLC | 68,612 | $1.49M | 0.0% | N/A | 0.368% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 275,076 | $5.95M | 0.0% | +4.3% | 1.475% | |
| 2/7/2024 | Bogart Wealth LLC | 5,003 | $108K | 0.0% | +69.8% | 0.027% | |
| 2/2/2024 | Bank of New Hampshire | 7,755 | $168K | 0.0% | +34.3% | 0.042% | |
| 2/2/2024 | Lyell Wealth Management LP | 172,545 | $3.73M | 0.4% | +79.4% | 0.925% | |
| 2/1/2024 | Roble Belko & Company Inc | 18,912 | $409K | 0.1% | -44.4% | 0.101% | |
| 2/1/2024 | Gradient Capital Advisors LLC | 15,622 | $338K | 0.1% | N/A | 0.084% | |
| 1/30/2024 | Buffington Mohr McNeal | 527,160 | $11.41M | 2.3% | +124.8% | 2.827% | |
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