| 12/26/2024 | JPMorgan Chase & Co. | 2,000 | $52K | 0.0% | N/A | 0.011% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 190,186 | $4.96M | 0.1% | -0.9% | 1.081% | |
| 11/14/2024 | Captrust Financial Advisors | 97,560 | $2.55M | 0.0% | +6.9% | 0.554% | |
| 11/13/2024 | Private Trust Co. NA | 9,849 | $257K | 0.0% | +17.6% | 0.056% | |
| 11/6/2024 | Coastline Trust Co | 3,512 | $92K | 0.0% | N/A | 0.020% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 9,877 | $258K | 0.0% | -12.7% | 0.056% | |
| 11/1/2024 | Leavell Investment Management Inc. | 221,513 | $5.78M | 0.3% | -3.0% | 1.259% | |
| 11/1/2024 | Sonata Capital Group Inc. | 106,720 | $2.79M | 1.2% | N/A | 0.606% | |
| 10/31/2024 | Confluence Investment Management LLC | 41,187 | $1.08M | 0.0% | +2.5% | 0.234% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 7,860 | $205K | 0.0% | -8.3% | 0.045% | |
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| 10/29/2024 | Blue Square Asset Management LLC | 32,034 | $836K | 0.4% | -3.3% | 0.182% | |
| 10/23/2024 | PSI Advisors LLC | 93,919 | $2.45M | 0.7% | +25.9% | 0.534% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 99,407 | $2.60M | 0.2% | -7.6% | 0.565% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 133,893 | $3.50M | 0.9% | -17.1% | 0.761% | |
| 7/30/2024 | Global Financial Private Client LLC | 33,511 | $873K | 0.4% | +2.0% | 0.190% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 100,650 | $2.62M | 0.0% | -5.0% | 0.572% | |
| 7/25/2024 | Hills Bank & Trust Co | 129,198 | $3.37M | 0.3% | +193.5% | 0.734% | |
| 7/23/2024 | PSI Advisors LLC | 74,610 | $1.94M | 0.6% | N/A | 0.424% | |
| 7/17/2024 | Archford Capital Strategies LLC | 20,190 | $526K | 0.1% | +9.9% | 0.115% | |
| 7/17/2024 | Leavell Investment Management Inc. | 228,413 | $5.95M | 0.3% | -6.4% | 1.298% | |
| 7/16/2024 | ORG Partners LLC | 3,840 | $100K | 0.0% | N/A | 0.022% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 99,994 | $2.60M | 0.7% | -14.4% | 0.568% | |
| 7/11/2024 | Lbmc Investment Advisors LLC | 107,537 | $2.80M | 0.2% | +9.9% | 0.611% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 161,594 | $4.21M | 1.1% | -12.7% | 0.918% | |
| 7/8/2024 | RVW Wealth LLC | 10,681 | $278K | 0.0% | -23.4% | 0.061% | |
| 7/1/2024 | Confluence Investment Management LLC | 40,185 | $1.05M | 0.0% | +14.8% | 0.228% | |
| 5/16/2024 | Global Financial Private Client LLC | 32,847 | $851K | 0.4% | -1.4% | 0.187% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 53,877 | $1.40M | 0.1% | -47.4% | 0.306% | |
| 5/2/2024 | Horan Securities Inc. | 13,704 | $356K | 0.2% | +16.1% | 0.077% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 20,103 | $522K | 0.0% | +21.3% | 0.113% | |
| 4/29/2024 | Newman Dignan & Sheerar Inc. | 116,794 | $3.03M | 0.8% | -21.5% | 0.654% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 105,995 | $2.75M | 0.0% | +228.6% | 0.594% | |
| 4/24/2024 | Leavell Investment Management Inc. | 243,913 | $6.33M | 0.4% | -4.9% | 1.366% | |
| 4/24/2024 | Archford Capital Strategies LLC | 18,375 | $477K | 0.1% | +4.4% | 0.103% | |
| 4/12/2024 | Lbmc Investment Advisors LLC | 97,824 | $2.54M | 0.2% | +16.3% | 0.439% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 185,101 | $4.80M | 1.3% | -10.3% | 0.830% | |
| 4/8/2024 | RVW Wealth LLC | 13,947 | $362K | 0.0% | +19.9% | 0.063% | |
| 4/1/2024 | Confluence Investment Management LLC | 35,005 | $908K | 0.0% | N/A | 0.157% | |
| 2/12/2024 | Arrow Financial Corp | 9,145 | $237K | 0.0% | -8.6% | 0.041% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 16,568 | $430K | 0.0% | -16.6% | 0.074% | |
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| 2/7/2024 | Horan Securities Inc. | 11,807 | $306K | 0.2% | +24.1% | 0.053% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 8,361 | $217K | 0.0% | +4.9% | 0.037% | |
| 2/7/2024 | Sonata Capital Group Inc. | 107,130 | $2.78M | 1.4% | -0.6% | 0.480% | |
| 2/7/2024 | Hills Bank & Trust Co | 44,018 | $1.14M | 0.1% | +13.3% | 0.197% | |
| 2/6/2024 | Eldridge Investment Advisors Inc. | 36,935 | $958K | 0.3% | +85.3% | 0.166% | |
| 2/5/2024 | Cary Street Partners Asset Management LLC | 8,361 | $217K | 0.0% | +4.9% | 0.037% | |
| 2/2/2024 | Spinnaker Trust | 15,994 | $415K | 0.0% | +31.9% | 0.072% | |
| 2/2/2024 | Gould Asset Management LLC CA | 16,690 | $433K | 0.1% | +92.7% | 0.075% | |
| 1/26/2024 | Sandy Spring Bank | 45,494 | $1.18M | 0.1% | -6.5% | 0.204% | |
| 1/24/2024 | Prime Capital Investment Advisors LLC | 15,170 | $393K | 0.0% | -11.6% | 0.068% | |
| 1/23/2024 | Leavell Investment Management Inc. | 256,413 | $6.65M | 0.4% | -27.1% | 1.150% | |
| 1/22/2024 | Princeton Global Asset Management LLC | 17,904 | $464K | 0.1% | +20.8% | 0.080% | |
| 1/12/2024 | Archford Capital Strategies LLC | 17,599 | $456K | 0.1% | +25.2% | 0.079% | |
| 1/11/2024 | Praetorian Wealth Management Inc. | 206,270 | $5.35M | 1.5% | -1.2% | 0.925% | |
| 1/8/2024 | Curbstone Financial Management Corp | 18,600 | $482K | 0.1% | -37.5% | 0.083% | |
| 1/8/2024 | RVW Wealth LLC | 11,636 | $302K | 0.0% | N/A | 0.052% | |
| 11/15/2023 | Stonebridge Capital Advisors LLC | 119,278 | $3.06M | 0.3% | -7.5% | 0.535% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 179,269 | $4.61M | 0.1% | -6.7% | 0.804% | |
| 11/14/2023 | Peloton Wealth Strategists | 22,700 | $583K | 0.3% | -32.6% | 0.102% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 7,971 | $205K | 0.0% | N/A | 0.036% | |
| 11/9/2023 | Prime Capital Investment Advisors LLC | 17,169 | $441K | 0.0% | +56.7% | 0.077% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 19,870 | $510K | 0.0% | +17.3% | 0.089% | |
| 11/8/2023 | Spinnaker Trust | 12,124 | $311K | 0.0% | +26.0% | 0.054% | |
| 11/8/2023 | Newman Dignan & Sheerar Inc. | 148,687 | $3.82M | 1.3% | -0.4% | 0.667% | |
| 11/6/2023 | Eldridge Investment Advisors Inc. | 19,935 | $511K | 0.2% | +13.0% | 0.089% | |
| 10/30/2023 | Sandy Spring Bank | 48,655 | $1.25M | 0.1% | -4.0% | 0.218% | |
| 10/27/2023 | Princeton Global Asset Management LLC | 14,819 | $381K | 0.1% | +5.5% | 0.066% | |
| 10/27/2023 | Archford Capital Strategies LLC | 14,052 | $361K | 0.1% | -42.7% | 0.063% | |
| 10/26/2023 | Hills Bank & Trust Co | 38,864 | $998K | 0.1% | N/A | 0.174% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 35,888 | $922K | 0.0% | -35.8% | 0.161% | |
| 10/18/2023 | Private Trust Co. NA | 8,987 | $231K | 0.0% | +23.1% | 0.040% | |
| 10/16/2023 | Leavell Investment Management Inc. | 351,515 | $9.03M | 0.6% | -10.4% | 1.576% | |
| 10/13/2023 | Harbor Investment Advisory LLC | 6,501 | $167K | 0.0% | +7.9% | 0.029% | |
| 10/11/2023 | Praetorian Wealth Management Inc. | 208,812 | $5.36M | 1.7% | -7.0% | 0.936% | |
| 10/10/2023 | Confluence Investment Management LLC | 267,141 | $6.86M | 0.1% | +2,139.6% | 1.198% | |
| 9/12/2023 | Farther Finance Advisors LLC | 1,295 | $33K | 0.0% | +59.7% | 0.006% | |
| 8/23/2023 | Stonebridge Capital Advisors LLC | 129,016 | $3.32M | 0.4% | -2.1% | 0.579% | |
| 8/4/2023 | Sandy Spring Bank | 50,695 | $1.31M | 0.1% | -1.4% | 0.230% | |
| 8/3/2023 | Eldridge Investment Advisors Inc. | 17,634 | $454K | 0.1% | +15.4% | 0.080% | |
| 8/2/2023 | Newman Dignan & Sheerar Inc. | 149,219 | $3.84M | 1.2% | -4.0% | 0.678% | |
| 8/2/2023 | Archford Capital Strategies LLC | 24,512 | $632K | 0.1% | +77.2% | 0.111% | |
| 7/28/2023 | Bank of New Hampshire | 7,805 | $201K | 0.1% | +14.7% | 0.035% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 16,939 | $436K | 0.0% | +5.4% | 0.077% | |
| 7/19/2023 | Leavell Investment Management Inc. | 392,515 | $10.11M | 0.7% | -2.2% | 1.784% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 55,906 | $1.44M | 0.0% | -21.5% | 0.254% | |
| 7/10/2023 | Praetorian Wealth Management Inc. | 224,471 | $5.78M | 1.8% | +3.9% | 1.020% | |
| 5/15/2023 | Eldridge Investment Advisors Inc. | 15,283 | $395K | 0.1% | +8.5% | 0.065% | |
| 5/15/2023 | Flow Traders U.S. LLC | 172,980 | $4.48M | 0.2% | N/A | 0.739% | |
| 5/12/2023 | Stonebridge Capital Advisors LLC | 131,785 | $3.41M | 0.4% | +2.5% | 0.563% | |
| 5/12/2023 | NewEdge Advisors LLC | 580,559 | $15.02M | 0.2% | -1.3% | 2.481% | |
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| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 71,198 | $1.84M | 0.0% | +21.0% | 0.304% | |
| 5/9/2023 | US Bancorp DE | 668,095 | $17.28M | 0.0% | -9.2% | 2.855% | |
| 5/5/2023 | Sandy Spring Bank | 51,395 | $1.33M | 0.1% | +10.8% | 0.220% | |
| 5/5/2023 | Prime Capital Investment Advisors LLC | 7,957 | $206K | 0.0% | N/A | 0.034% | |
| 5/3/2023 | Arrow Financial Corp | 10,002 | $259K | 0.0% | +4.8% | 0.043% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 149,160 | $3.86M | 0.1% | +37.3% | 0.637% | |
| 5/2/2023 | Gould Asset Management LLC CA | 8,345 | $216K | 0.1% | -44.0% | 0.036% | |
| 4/28/2023 | Newman Dignan & Sheerar Inc. | 155,434 | $4.02M | 1.3% | -0.6% | 0.664% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 16,074 | $416K | 0.0% | +31.7% | 0.069% | |
| 4/25/2023 | Parallel Advisors LLC | 5,500 | $142K | 0.0% | N/A | 0.024% | |
