| 1/31/2025 | Partners Capital Investment Group LLP | 197,135 | $9.81M | 0.3% | -15.8% | 0.449% | |
| 1/28/2025 | Farmers & Merchants Investments Inc. | 1,049,110 | $52.18M | 1.6% | +3.6% | 2.387% | |
| 1/23/2025 | Strategic Advocates LLC | 18,087 | $900K | 0.3% | +18.0% | 0.042% | |
| 1/23/2025 | Crews Bank & Trust | 630,908 | $31.38M | 5.3% | N/A | 1.450% | |
| 1/22/2025 | Greenup Street Wealth Management LLC | 631,455 | $31.41M | 6.2% | +88.9% | 1.452% | |
| 1/17/2025 | Avior Wealth Management LLC | 4,199 | $209K | 0.0% | N/A | 0.010% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 16,722 | $832K | 0.0% | +106.1% | 0.038% | |
| 1/15/2025 | Arkadios Wealth Advisors | 12,270 | $610K | 0.0% | -3.7% | 0.028% | |
| 1/14/2025 | Rosenberg Matthew Hamilton | 105,415 | $5.24M | 1.4% | -2.1% | 0.243% | |
| 1/13/2025 | AdvisorNet Financial Inc | 2,810 | $140K | 0.0% | N/A | 0.006% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 139,749 | $7.05M | 0.0% | +203.3% | 0.330% | |
| 11/13/2024 | BNP Paribas Financial Markets | 2,721 | $137K | 0.0% | +58.7% | 0.006% | |
| 11/13/2024 | Private Trust Co. NA | 4,390 | $221K | 0.0% | -4.6% | 0.010% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 7,438 | $375K | 0.0% | -21.1% | 0.018% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 380,695 | $19.20M | 1.6% | +6.7% | 0.904% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 107,720 | $5.43M | 1.4% | +16.5% | 0.256% | |
| 10/25/2024 | Farmers & Merchants Investments Inc. | 1,012,704 | $51.07M | 1.6% | +1.3% | 2.405% | |
| 10/24/2024 | Arkadios Wealth Advisors | 12,738 | $642K | 0.0% | +22.5% | 0.030% | |
| 10/22/2024 | Sierra Capital LLC | 93,436 | $4.71M | 0.6% | -20.0% | 0.222% | |
| 10/16/2024 | Greenup Street Wealth Management LLC | 334,335 | $16.86M | 3.5% | +10.0% | 0.797% | |
| 10/15/2024 | NBC Securities Inc. | 2,029 | $102K | 0.0% | -51.6% | 0.005% | |
| 8/12/2024 | Waterloo Capital L.P. | 91,738 | $4.52M | 0.5% | +340.9% | 0.212% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 2,523 | $124K | 0.0% | N/A | 0.006% | |
| 8/5/2024 | Farmers & Merchants Investments Inc. | 1,000,099 | $49.26M | 1.6% | -1.1% | 2.312% | |
| 8/3/2024 | 9258 Wealth Management LLC | 6,057 | $298K | 0.0% | -9.4% | 0.014% | |
| 8/1/2024 | TIAA Trust National Association | 504,976 | $24.87M | 0.1% | +2.2% | 1.173% | |
| 8/1/2024 | Summit Financial LLC | 90,503 | $4.46M | 0.2% | -1.8% | 0.210% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 1,148 | $57K | 0.0% | N/A | 0.003% | |
| 7/30/2024 | Argent Advisors Inc. | 34,957 | $1.72M | 0.7% | -3.7% | 0.081% | |
| 7/29/2024 | Arkadios Wealth Advisors | 10,401 | $512K | 0.0% | N/A | 0.024% | |
| 7/27/2024 | Rosenberg Matthew Hamilton | 92,482 | $4.54M | 1.3% | -21.1% | 0.215% | |
| 7/26/2024 | Sierra Capital LLC | 116,771 | $5.75M | 0.8% | +11.2% | 0.271% | |
| 7/11/2024 | Strategic Advocates LLC | 18,363 | $904K | 0.4% | +2.4% | 0.043% | |
| 5/21/2024 | LRI Investments LLC | 1,960 | $96K | 0.0% | N/A | 0.005% | |
| 5/17/2024 | Comerica Bank | 15,259 | $751K | 0.0% | -15.7% | 0.035% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 91,300 | $4.49M | 0.3% | -0.5% | 0.212% | |
| 5/15/2024 | LRI Investments LLC | 1,960 | $96K | 0.0% | N/A | 0.005% | |
| 5/10/2024 | TIAA Trust National Association | 494,105 | $24.33M | 0.1% | -7.9% | 1.149% | |
| 5/2/2024 | Argent Advisors Inc. | 36,305 | $1.79M | 0.7% | +4.7% | 0.084% | |
| 5/1/2024 | BNP Paribas Financial Markets | 1,339 | $66K | 0.0% | -86.5% | 0.003% | |
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| 4/30/2024 | Camden National Bank | 242,186 | $11.92M | 2.1% | +0.1% | 0.563% | |
| 4/29/2024 | Sierra Capital LLC | 105,036 | $5.17M | 0.7% | +37.7% | 0.244% | |
| 4/25/2024 | Summit Financial LLC | 92,203 | $4.54M | 0.3% | -14.9% | 0.215% | |
| 4/25/2024 | Christopher J. Hasenberg Inc | 632 | $31K | 0.0% | N/A | 0.001% | |
| 4/18/2024 | Farmers & Merchants Investments Inc. | 1,011,062 | $49.76M | 1.7% | +0.2% | 2.357% | |
| 4/5/2024 | NBC Securities Inc. | 8,227 | $414K | 0.0% | -24.8% | 0.018% | |
| 4/3/2024 | Strategic Advocates LLC | 17,937 | $883K | 0.3% | +4.5% | 0.040% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 831 | $41K | 0.0% | N/A | 0.002% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 91,750 | $4.51M | 0.3% | +5.2% | 0.205% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 282,946 | $13.92M | 0.3% | -2.7% | 0.634% | |
| 2/12/2024 | Camden National Bank | 241,938 | $11.90M | 2.2% | -2.5% | 0.542% | |
| 2/8/2024 | Greenup Street Wealth Management LLC | 271,324 | $13.35M | 3.7% | +9.2% | 0.608% | |
| 2/8/2024 | Laffer Tengler Investments Inc. | 23,241 | $1.14M | 0.3% | +25.1% | 0.052% | |
| 2/7/2024 | Strategic Advocates LLC | 17,157 | $844K | 0.4% | +21.3% | 0.038% | |
| 2/7/2024 | NBC Securities Inc. | 10,944 | $538K | 0.1% | -46.7% | 0.025% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 42,702 | $2.10M | 0.1% | -6.3% | 0.096% | |
| 2/7/2024 | BNP Paribas Financial Markets | 9,918 | $488K | 0.0% | +4,049.8% | 0.022% | |
| 2/6/2024 | Summit Financial LLC | 108,294 | $5.33M | 0.3% | +0.8% | 0.243% | |
| 2/5/2024 | Cary Street Partners Investment Advisory LLC | 30,790 | $1.57M | 0.5% | -32.4% | 0.069% | |
| 1/30/2024 | Sierra Capital LLC | 76,287 | $3.75M | 0.6% | +5.2% | 0.171% | |
| 1/24/2024 | Private Trust Co. NA | 3,786 | $186K | 0.0% | +87.8% | 0.008% | |
| 1/23/2024 | Farmers & Merchants Investments Inc. | 1,009,315 | $49.66M | 1.8% | -2.4% | 2.255% | |
| 1/23/2024 | TIAA Trust National Association | 536,361 | $26.39M | 0.1% | +50.2% | 1.199% | |
| 1/19/2024 | True Link Financial Advisors LLC | 10,815 | $532K | 0.1% | -6.1% | 0.024% | |
| 1/19/2024 | Life Planning Partners Inc | 30,548 | $1.50M | 1.5% | N/A | 0.068% | |
| 1/16/2024 | Rosenberg Matthew Hamilton | 118,244 | $5.82M | 1.8% | -1.1% | 0.264% | |
| 1/10/2024 | Creative Financial Designs Inc. ADV | 315,874 | $15.54M | 1.6% | +1.1% | 0.702% | |
| 11/15/2023 | Ameriprise Financial Inc. | 1,855,973 | $89.22M | 0.0% | +16.4% | 3.932% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 45,558 | $2.19M | 0.1% | -11.3% | 0.097% | |
| 11/13/2023 | Bramshill Investments LLC | 179,238 | $8.60M | 1.0% | -1.8% | 0.380% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 153,966 | $7.39M | 0.0% | -1.7% | 0.326% | |
| 11/9/2023 | Argent Advisors Inc. | 36,795 | $1.77M | 0.8% | +1.3% | 0.078% | |
| 11/8/2023 | Greenup Street Wealth Management LLC | 248,563 | $11.93M | 3.9% | +106.0% | 0.527% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 7,292 | $350K | 0.0% | -3.3% | 0.015% | |
| 11/7/2023 | Summit Financial LLC | 107,464 | $5.16M | 0.4% | +5.2% | 0.228% | |
| 11/4/2023 | NBC Securities Inc. | 20,531 | $985K | 0.1% | N/A | 0.043% | |
| 11/4/2023 | Camden National Bank | 248,086 | $11.91M | 2.4% | -2.1% | 0.526% | |
| 10/31/2023 | Sierra Capital LLC | 72,518 | $3.48M | 0.6% | +0.6% | 0.154% | |
| 10/27/2023 | TIAA Trust National Association | 357,127 | $17.14M | 0.1% | N/A | 0.750% | |
| 10/25/2023 | Farmers & Merchants Investments Inc. | 1,033,608 | $49.61M | 1.9% | -7.2% | 2.171% | |
| 10/25/2023 | Buffington Mohr McNeal | 92,440 | $4.44M | 1.0% | -41.5% | 0.194% | |
| 10/18/2023 | Private Trust Co. NA | 2,016 | $97K | 0.0% | +406.5% | 0.004% | |
| 10/11/2023 | Rosenberg Matthew Hamilton | 119,605 | $5.74M | 1.9% | -27.5% | 0.246% | |
| 8/14/2023 | Partners Capital Investment Group LLP | 295,244 | $14.23M | 0.3% | +23.4% | 0.582% | |
| 8/11/2023 | Baird Financial Group Inc. | 132,584 | $6.39M | 0.0% | +32.0% | 0.261% | |
| 8/11/2023 | Summit Financial LLC | 102,110 | $4.92M | 0.4% | +644.2% | 0.201% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 156,559 | $7.55M | 0.0% | +6.1% | 0.308% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 51,386 | $2.48M | 0.2% | -6.1% | 0.101% | |
| 8/9/2023 | Camden National Bank | 253,483 | $12.22M | 2.4% | -0.1% | 0.499% | |
| 8/8/2023 | American Money Management LLC | 47,498 | $2.29M | 0.6% | -5.8% | 0.094% | |
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| 8/8/2023 | 9258 Wealth Management LLC | 6,686 | $322K | 0.1% | -17.0% | 0.013% | |
| 8/7/2023 | Greenup Street Wealth Management LLC | 120,651 | $5.82M | 1.6% | -10.5% | 0.238% | |
| 8/4/2023 | Argent Advisors Inc. | 36,306 | $1.75M | 0.8% | -12.6% | 0.072% | |
| 8/1/2023 | Farmers & Merchants Investments Inc. | 1,113,909 | $53.70M | 2.0% | -2.7% | 2.195% | |
| 7/31/2023 | Sierra Capital LLC | 72,121 | $3.48M | 0.6% | +11.9% | 0.142% | |
| 7/31/2023 | TIAA FSB | 489,054 | $23.58M | 0.1% | -33.5% | 0.964% | |
| 7/28/2023 | Fort Washington Investment Advisors Inc. OH | 6,542 | $315K | 0.0% | -21.6% | 0.013% | |
| 7/26/2023 | Creative Financial Designs Inc. ADV | 279,018 | $13.45M | 1.6% | +7.1% | 0.547% | |
| 7/25/2023 | Buffington Mohr McNeal | 158,146 | $7.62M | 1.6% | -4.7% | 0.310% | |
| 7/17/2023 | GoalVest Advisory LLC | 1,008 | $49K | 0.0% | N/A | 0.002% | |
