| 8/15/2025 | Captrust Financial Advisors | 29,042 | $734K | 0.0% | -17.1% | 0.063% | |
| 8/15/2025 | Ameriprise Financial Inc. | 808,343 | $20.24M | 0.0% | +26.9% | 1.740% | |
| 8/14/2025 | Jupiter Wealth Management LLC | 5,100 | $130K | 0.1% | N/A | 0.011% | |
| 8/13/2025 | Flow Traders U.S. LLC | 62,965 | $1.59M | 0.1% | +89.6% | 0.136% | |
| 8/12/2025 | Farmers National Bank | 28,010 | $708K | 0.2% | +1.5% | 0.060% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 219,947 | $5.56M | 0.1% | N/A | 0.476% | |
| 8/4/2025 | Roble Belko & Company Inc | 10,247 | $259K | 0.0% | +44.1% | 0.022% | |
| 7/30/2025 | Sonata Capital Group Inc. | 12,000 | $303K | 0.1% | N/A | 0.026% | |
| 7/29/2025 | Lyell Wealth Management LP | 218,025 | $5.51M | 0.4% | +1.5% | 0.472% | |
| 7/22/2025 | Belpointe Asset Management LLC | 16,612 | $420K | 0.0% | N/A | 0.036% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 317,816 | $8.04M | 0.0% | +6.3% | 0.686% | |
| 7/11/2025 | Adirondack Trust Co. | 55,257 | $1.40M | 0.5% | +15.1% | 0.120% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 43,495 | $1.10M | 0.1% | N/A | 0.094% | |
| 7/9/2025 | Bank of New Hampshire | 7,030 | $178K | 0.0% | +603.0% | 0.015% | |
| 7/9/2025 | Sarver Vrooman Wealth Advisors | 7,288 | $184K | 0.1% | +594.1% | 0.016% | |
| 7/8/2025 | Parallel Advisors LLC | 218,176 | $5.52M | 0.1% | +8.7% | 0.477% | |
| 7/1/2025 | Confluence Investment Management LLC | 401,503 | $10.15M | 0.1% | -1.5% | 0.908% | |
| 5/16/2025 | Peloton Wealth Strategists | 52,500 | $1.31M | 0.5% | +16.7% | 0.126% | |
| 5/16/2025 | NewEdge Advisors LLC | 167,816 | $4.19M | 0.0% | +375.3% | 0.401% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 16,732 | $418K | 0.0% | +7.8% | 0.040% | |
| 5/14/2025 | Flow Traders U.S. LLC | 33,209 | $830K | 0.0% | -51.2% | 0.079% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 13,829 | $346K | 0.0% | +5.5% | 0.033% | |
| 5/8/2025 | Lyell Wealth Management LP | 214,875 | $5.37M | 0.5% | +0.4% | 0.514% | |
| 5/8/2025 | Roble Belko & Company Inc | 7,113 | $178K | 0.0% | +15.9% | 0.017% | |
| 5/8/2025 | Arkadios Wealth Advisors | 9,698 | $242K | 0.0% | N/A | 0.023% | |
| 5/5/2025 | Arrow Financial Corp | 597,191 | $14.92M | 1.7% | -0.5% | 1.429% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 298,906 | $7.47M | 0.0% | +3.9% | 0.720% | |
| 4/14/2025 | Bank of New Hampshire | 1,000 | $25K | 0.0% | N/A | 0.002% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 28,257 | $706K | 0.1% | +5.8% | 0.068% | |
| 4/8/2025 | Parallel Advisors LLC | 200,792 | $5.02M | 0.1% | -3.0% | 0.487% | |
| 4/3/2025 | Adirondack Trust Co. | 48,007 | $1.20M | 0.5% | +54.6% | 0.116% | |
| 4/1/2025 | Confluence Investment Management LLC | 407,434 | $10.18M | 0.1% | -0.9% | 0.988% | |
| 2/17/2025 | Captrust Financial Advisors | 33,387 | $821K | 0.0% | +8.8% | 0.132% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 13,102 | $322K | 0.0% | N/A | 0.052% | |
| 2/17/2025 | Ameriprise Financial Inc. | 598,242 | $14.71M | 0.0% | +1,327.4% | 2.365% | |
| 2/14/2025 | Arrow Financial Corp | 599,943 | $14.75M | 1.4% | +2.6% | 2.371% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 9,202 | $226K | 0.0% | +6.9% | 0.036% | |
| 2/11/2025 | Sandy Spring Bank | 202,981 | $4.99M | 0.2% | +5.0% | 0.802% | |
| 2/10/2025 | Parallel Advisors LLC | 207,065 | $5.09M | 0.1% | +20.1% | 0.818% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 16,000 | $393K | 0.0% | N/A | 0.063% | |
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| 2/5/2025 | Peloton Wealth Strategists | 45,000 | $1.11M | 0.4% | +9.8% | 0.178% | |
| 2/3/2025 | Centricity Wealth Management LLC | 1,625 | $40K | 0.0% | N/A | 0.006% | |
| 2/3/2025 | Lyell Wealth Management LP | 213,975 | $5.26M | 0.5% | +8.4% | 0.846% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 32,536 | $800K | 0.3% | +7.9% | 0.129% | |
| 1/24/2025 | Princeton Global Asset Management LLC | 26,713 | $657K | 0.1% | +75.7% | 0.106% | |
| 1/21/2025 | Archford Capital Strategies LLC | 83,732 | $2.06M | 0.3% | -1.1% | 0.331% | |
| 1/17/2025 | Adirondack Trust Co. | 31,053 | $763K | 0.3% | +190.4% | 0.123% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 287,576 | $7.07M | 0.0% | +5.5% | 1.137% | |
| 1/16/2025 | First United Bank & Trust | 1,904 | $47K | 0.0% | N/A | 0.008% | |
| 1/2/2025 | Confluence Investment Management LLC | 411,172 | $10.11M | 0.1% | +0.4% | 1.625% | |
| 11/15/2024 | Peloton Wealth Strategists | 41,000 | $1.05M | 0.4% | +7.9% | 0.162% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 15,518 | $399K | 0.0% | +6.4% | 0.061% | |
| 11/14/2024 | Flow Traders U.S. LLC | 36,234 | $932K | 0.0% | +220.4% | 0.143% | |
| 11/14/2024 | Captrust Financial Advisors | 30,683 | $789K | 0.0% | +14.9% | 0.121% | |
| 11/4/2024 | Arrow Financial Corp | 585,000 | $15.04M | 1.4% | +2.1% | 2.312% | |
| 10/31/2024 | Confluence Investment Management LLC | 409,363 | $10.53M | 0.1% | N/A | 1.618% | |
| 10/31/2024 | Montecito Bank & Trust | 27,985 | $719K | 0.1% | +52.7% | 0.111% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 272,519 | $7.01M | 0.0% | +6.4% | 1.077% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 15,202 | $391K | 0.1% | N/A | 0.060% | |
| 10/29/2024 | First Interstate Bank | 2,167,641 | $55.73M | 3.4% | +1.5% | 8.568% | |
| 10/23/2024 | Lyell Wealth Management LP | 197,475 | $5.08M | 0.5% | +11.0% | 0.781% | |
| 10/9/2024 | Adirondack Trust Co. | 10,692 | $275K | 0.1% | +22.2% | 0.042% | |
| 10/8/2024 | First PREMIER Bank | 1,781 | $46K | 0.0% | N/A | 0.007% | |
| 8/28/2024 | Farmers National Bank | 15,462 | $380K | 0.1% | +55.7% | 0.061% | |
| 8/15/2024 | Peloton Wealth Strategists | 38,000 | $933K | 0.4% | +31.0% | 0.150% | |
| 8/8/2024 | Lyell Wealth Management LP | 177,925 | $4.37M | 0.4% | +10.1% | 0.703% | |
| 8/8/2024 | Parallel Advisors LLC | 104,992 | $2.58M | 0.1% | +8.2% | 0.415% | |
| 8/7/2024 | First Interstate Bank | 2,136,419 | $52.47M | 3.5% | +96.7% | 8.444% | |
| 7/30/2024 | Arrow Financial Corp | 573,019 | $14.07M | 1.4% | +3.3% | 2.265% | |
| 7/29/2024 | Arkadios Wealth Advisors | 8,940 | $220K | 0.0% | N/A | 0.035% | |
| 7/17/2024 | Montecito Bank & Trust | 18,325 | $450K | 0.1% | +50.5% | 0.072% | |
| 7/17/2024 | Archford Capital Strategies LLC | 86,448 | $2.12M | 0.3% | +5.8% | 0.342% | |
| 7/9/2024 | Adirondack Trust Co. | 8,747 | $215K | 0.1% | +67.6% | 0.035% | |
| 5/21/2024 | Arrow Financial Corp | 554,889 | $13.77M | 1.4% | +4.8% | 2.193% | |
| 5/17/2024 | Comerica Bank | 15,076 | $374K | 0.0% | +64.7% | 0.060% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 229,647 | $5.70M | 0.0% | +55.4% | 1.001% | |
| 4/24/2024 | Archford Capital Strategies LLC | 81,701 | $2.03M | 0.3% | -0.9% | 0.356% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 24,083 | $597K | 0.2% | +2.6% | 0.315% | |
| 4/11/2024 | Roble Belko & Company Inc | 4,054 | $101K | 0.0% | N/A | 0.053% | |
| 4/9/2024 | Montecito Bank & Trust | 12,174 | $302K | 0.1% | N/A | 0.159% | |
| 4/9/2024 | Adirondack Trust Co. | 5,218 | $129K | 0.1% | +14.5% | 0.068% | |
| 3/29/2024 | Adirondack Trust Co. | 4,556 | $112K | 0.0% | N/A | 0.060% | |
| 2/16/2024 | Peloton Wealth Strategists | 29,000 | $732K | 0.3% | N/A | 0.379% | |
| 2/12/2024 | Arrow Financial Corp | 529,541 | $13.36M | 1.4% | +14.9% | 6.922% | |
| 2/12/2024 | Parallel Advisors LLC | 52,877 | $1.33M | 0.0% | N/A | 0.691% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 147,812 | $3.73M | 0.0% | +1,214.5% | 1.932% | |
| 2/2/2024 | Lyell Wealth Management LP | 89,550 | $2.26M | 0.3% | N/A | 1.171% | |
| 2/1/2024 | Gradient Capital Advisors LLC | 23,473 | $592K | 0.2% | +48.2% | 0.307% | |
| 1/30/2024 | First Interstate Bank | 898,672 | $22.67M | 1.7% | N/A | 11.747% | |
| 1/26/2024 | Sandy Spring Bank | 114,032 | $2.88M | 0.1% | +21.3% | 1.491% | |
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| 1/12/2024 | Archford Capital Strategies LLC | 82,457 | $2.08M | 0.4% | +106.4% | 1.078% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 11,245 | $264K | 0.0% | +12.5% | 0.147% | |
| 10/30/2023 | Sandy Spring Bank | 94,000 | $2.21M | 0.1% | +95.6% | 1.229% | |
| 10/27/2023 | Archford Capital Strategies LLC | 39,949 | $938K | 0.2% | +5.9% | 0.522% | |
| 10/24/2023 | Bank of New York Mellon Corp | 108,310 | $2.54M | 0.0% | +3.5% | 1.416% | |
| 8/23/2023 | Headinvest LLC | 25,805 | $622K | 0.1% | +7.9% | 0.337% | |
| 8/9/2023 | Arrow Financial Corp | 296,454 | $7.30M | 0.9% | +55.2% | 4.089% | |
| 8/4/2023 | Sandy Spring Bank | 48,065 | $1.18M | 0.1% | +150.9% | 0.663% | |
| 8/3/2023 | Bank of New York Mellon Corp | 104,638 | $2.58M | 0.0% | +7.2% | 1.443% | |
| 8/2/2023 | Archford Capital Strategies LLC | 37,741 | $929K | 0.2% | +34.2% | 0.521% | |
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