| 2/27/2025 | Fidelity D & D Bancorp Inc. | 125,846 | $8.40M | 5.6% | +9.3% | 0.150% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 125,846 | $8.40M | 6.1% | +9.3% | 0.235% | |
| 2/18/2025 | Sunbelt Securities Inc. | 1,435 | $96K | 0.0% | N/A | 0.003% | |
| 2/17/2025 | BIP Wealth LLC | 7,496 | $501K | 0.0% | +52.8% | 0.014% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,880,218 | $123.97M | 0.0% | +16.0% | 3.513% | |
| 2/13/2025 | Titleist Asset Management LLC | 3,535 | $236K | 0.0% | N/A | 0.007% | |
| 2/12/2025 | JPMorgan Chase & Co. | 170,256 | $11.37M | 0.0% | -12.0% | 0.318% | |
| 2/10/2025 | Greenwich Wealth Management LLC | 116,835 | $7.80M | 0.6% | +3.0% | 0.218% | |
| 2/10/2025 | Farther Finance Advisors LLC | 70,899 | $4.73M | 0.2% | +120.3% | 0.132% | |
| 2/5/2025 | Nixon Peabody Trust Co. | 908,524 | $60.66M | 5.0% | +5.7% | 1.698% | |
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| 2/5/2025 | Magnolia Private Wealth LLC | 5,795 | $387K | 0.2% | N/A | 0.011% | |
| 2/3/2025 | Advantage Trust Co | 110,446 | $7.37M | 4.3% | +74.2% | 0.206% | |
| 1/31/2025 | Opus Capital Group LLC | 494,434 | $33.01M | 4.2% | -0.8% | 0.924% | |
| 1/30/2025 | Roxbury Financial LLC | 573 | $41K | 0.0% | N/A | 0.001% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 60,356 | $4.03M | 0.3% | +80.9% | 0.113% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 3,827 | $256K | 0.1% | -3.8% | 0.007% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 9,675 | $646K | 0.5% | N/A | 0.018% | |
| 1/23/2025 | SOL Capital Management CO | 110,237 | $7.36M | 0.8% | +3.2% | 0.206% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 22,152 | $1.48M | 0.5% | -0.7% | 0.041% | |
| 1/23/2025 | Strategic Blueprint LLC | 314,379 | $20.99M | 1.2% | +1.0% | 0.587% | |
| 1/21/2025 | Team Financial Group LLC | 3,208 | $214K | 0.1% | N/A | 0.006% | |
| 1/16/2025 | Lam Group Inc. | 7,455 | $498K | 0.4% | +20.0% | 0.014% | |
| 1/13/2025 | First National Bank Sioux Falls | 176,862 | $11.81M | 5.0% | +12.2% | 0.330% | |
| 1/10/2025 | Fortitude Family Office LLC | 100,447 | $6.71M | 2.4% | +24.3% | 0.188% | |
| 12/26/2024 | JPMorgan Chase & Co. | 193,366 | $12.73M | 0.0% | +18.5% | 0.361% | |
| 12/6/2024 | Fidelity D & D Bancorp Inc. | 115,176 | $7.58M | 5.0% | +13.9% | 0.215% | |
| 11/14/2024 | Flow Traders U.S. LLC | 17,474 | $1.15M | 0.1% | +261.9% | 0.033% | |
| 11/8/2024 | BIP Wealth LLC | 4,905 | $323K | 0.0% | +40.9% | 0.009% | |
| 11/7/2024 | Nixon Peabody Trust Co. | 859,673 | $56.59M | 4.7% | +7.8% | 1.606% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 33,372 | $2.20M | 0.2% | +73.4% | 0.062% | |
| 11/4/2024 | Advantage Trust Co | 63,392 | $4.17M | 2.8% | +4,029.8% | 0.118% | |
| 10/29/2024 | First National Bank Sioux Falls | 157,681 | $10.38M | 4.7% | +16.1% | 0.295% | |
| 10/29/2024 | Greenwich Wealth Management LLC | 113,470 | $7.47M | 0.5% | +3.1% | 0.212% | |
| 10/29/2024 | Farther Finance Advisors LLC | 32,190 | $2.12M | 0.1% | +63.6% | 0.060% | |
| 10/25/2024 | Strategic Blueprint LLC | 311,179 | $20.49M | 1.3% | +1.4% | 0.581% | |
| 10/25/2024 | Fortitude Family Office LLC | 80,840 | $5.32M | 2.1% | +10.1% | 0.151% | |
| 10/22/2024 | SOL Capital Management CO | 106,854 | $7.03M | 0.8% | +10.2% | 0.200% | |
| 10/18/2024 | Lam Group Inc. | 6,210 | $409K | 0.3% | +172.4% | 0.012% | |
| 10/15/2024 | NBC Securities Inc. | 395 | $26K | 0.0% | N/A | 0.001% | |
| 10/10/2024 | City State Bank | 867 | $57K | 0.0% | N/A | 0.002% | |
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| 10/9/2024 | Christopher J. Hasenberg Inc | 28,920 | $1.90M | 0.8% | +6.5% | 0.054% | |
| 8/9/2024 | Greenwich Wealth Management LLC | 110,107 | $6.92M | 0.5% | +2.2% | 0.206% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 4,799 | $302K | 0.0% | N/A | 0.009% | |
| 8/6/2024 | Fidelity D & D Bancorp Inc. | 101,160 | $6.36M | 4.8% | N/A | 0.189% | |
| 7/31/2024 | Farther Finance Advisors LLC | 19,674 | $1.23M | 0.1% | +27.7% | 0.037% | |
| 7/31/2024 | First National Bank Sioux Falls | 135,863 | $8.54M | 4.4% | +12.5% | 0.254% | |
| 7/31/2024 | Anfield Capital Management LLC | 994 | $62K | 0.0% | N/A | 0.002% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 19,241 | $1.21M | 0.1% | N/A | 0.036% | |
| 7/27/2024 | Nixon Peabody Trust Co. | 797,745 | $50.13M | 4.5% | +37.3% | 1.491% | |
| 7/27/2024 | Strategic Blueprint LLC | 306,738 | $19.28M | 1.3% | +1.7% | 0.573% | |
| 7/25/2024 | Christopher J. Hasenberg Inc | 27,161 | $1.71M | 0.8% | +2.1% | 0.051% | |
| 7/23/2024 | SOL Capital Management CO | 96,930 | $6.09M | 0.7% | +5.8% | 0.181% | |
| 7/10/2024 | Fortitude Family Office LLC | 73,424 | $4.61M | 2.6% | +36.7% | 0.137% | |
| 7/9/2024 | Arden Trust Co | 124,103 | $7.80M | 1.1% | +0.1% | 0.232% | |
| 5/21/2024 | LRI Investments LLC | 5,687 | $365K | 0.1% | N/A | 0.011% | |
| 5/15/2024 | LRI Investments LLC | 5,687 | $359K | 0.0% | N/A | 0.011% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 580,853 | $37.33M | 3.4% | +9.8% | 1.085% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 21,770 | $1.39M | 0.5% | -3.6% | 0.043% | |
| 4/26/2024 | Opus Capital Group LLC | 455,264 | $29.26M | 4.3% | +3.4% | 0.897% | |
| 4/25/2024 | Christopher J. Hasenberg Inc | 26,596 | $1.71M | 0.8% | -8.4% | 0.052% | |
| 4/24/2024 | SOL Capital Management CO | 91,603 | $5.89M | 0.7% | +7.7% | 0.180% | |
| 4/23/2024 | Strategic Blueprint LLC | 301,506 | $19.38M | 1.4% | +1.1% | 0.594% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 4,446 | $286K | 0.1% | -17.6% | 0.009% | |
| 4/16/2024 | First National Bank Sioux Falls | 120,816 | $7.76M | 4.2% | +21.4% | 0.417% | |
| 4/11/2024 | Fortitude Family Office LLC | 53,706 | $3.45M | 2.3% | +59.9% | 0.185% | |
| 4/3/2024 | Arden Trust Co | 123,931 | $7.96M | 1.1% | N/A | 0.427% | |
| 2/13/2024 | Christopher J. Hasenberg Inc | 29,050 | $1.68M | 0.9% | N/A | 0.100% | |
| 2/9/2024 | Nixon Peabody Trust Co. | 529,187 | $30.57M | 3.4% | N/A | 1.825% | |
| 2/9/2024 | Moreno Evelyn V | 87,875 | $5.08M | 2.4% | N/A | 0.303% | |
| 2/9/2024 | Rosenbaum Jay D. | 15,785 | $912K | 2.4% | N/A | 0.054% | |
| 2/9/2024 | Cohen Lawrence B | 4,465 | $258K | 12.6% | N/A | 0.015% | |
| 2/1/2024 | First National Bank Sioux Falls | 99,557 | $5.75M | 2.9% | +27.6% | 0.343% | |
| 2/1/2024 | Greenwich Wealth Management LLC | 100,570 | $5.81M | 0.6% | +9.0% | 0.347% | |
| 1/31/2024 | Opus Capital Group LLC | 440,167 | $25.42M | 4.1% | +2.5% | 1.518% | |
| 1/25/2024 | SOL Capital Management CO | 85,076 | $4.91M | 0.7% | +15.6% | 0.293% | |
| 1/25/2024 | Strategic Blueprint LLC | 298,144 | $17.22M | 1.4% | +1.9% | 1.028% | |
| 1/23/2024 | Tanglewood Legacy Advisors LLC | 1,000 | $58K | 0.0% | N/A | 0.003% | |
| 1/19/2024 | Life Planning Partners Inc | 750 | $43K | 0.0% | N/A | 0.003% | |
| 1/12/2024 | Fortitude Family Office LLC | 33,582 | $1.94M | 1.4% | N/A | 0.116% | |
| 11/7/2023 | Greenwich Wealth Management LLC | 92,249 | $4.86M | 0.5% | +16.0% | 0.318% | |
| 11/2/2023 | Diversified Portfolios Inc. | 4,222 | $222K | 0.0% | +8.9% | 0.015% | |
| 10/25/2023 | Gradient Capital Advisors LLC | 5,395 | $284K | 0.1% | -4.9% | 0.019% | |
| 10/19/2023 | SOL Capital Management CO | 73,608 | $3.88M | 0.6% | +22.9% | 0.254% | |
| 10/18/2023 | Strategic Blueprint LLC | 292,679 | $15.42M | 1.4% | -1.1% | 1.009% | |
| 10/12/2023 | First National Bank Sioux Falls | 78,006 | $4.11M | 2.5% | +37.3% | 0.269% | |
| 9/12/2023 | Farther Finance Advisors LLC | 9,308 | $497K | 0.1% | +130.3% | 0.038% | |
| 8/14/2023 | Certified Advisory Corp | 4,980 | $266K | 0.0% | N/A | 0.020% | |
| 8/9/2023 | Diversified Portfolios Inc. | 3,878 | $207K | 0.0% | N/A | 0.016% | |
| 8/1/2023 | USAdvisors Wealth Management LLC | 20,003 | $1.07M | 0.5% | +4.8% | 0.100% | |
| 7/31/2023 | Opus Capital Group LLC | 418,977 | $22.35M | 3.9% | +28.9% | 2.084% | |
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| 7/31/2023 | Greenwich Wealth Management LLC | 79,557 | $4.24M | 0.4% | +42.6% | 0.396% | |
| 7/18/2023 | First National Bank Sioux Falls | 56,801 | $3.03M | 1.9% | +32.6% | 0.283% | |
| 4/28/2023 | Strategic Blueprint LLC | 302,250 | $15.45M | 1.6% | +3.1% | 1.873% | |
| 4/24/2023 | Opus Capital Group LLC | 324,954 | $16.61M | 3.0% | +23.5% | 2.013% | |
| 4/24/2023 | Greenwich Wealth Management LLC | 55,798 | $2.85M | 0.3% | +14.9% | 0.346% | |
| 4/19/2023 | SOL Capital Management CO | 57,345 | $2.93M | 0.5% | +7.8% | 0.355% | |
| 4/18/2023 | WMG Financial Advisors LLC | 27,081 | $1.63M | 1.3% | N/A | 0.168% | |
| 4/18/2023 | First National Bank Sioux Falls | 42,835 | $2.19M | 1.5% | +174.7% | 0.265% | |
| 4/13/2023 | USAdvisors Wealth Management LLC | 19,082 | $975K | 0.5% | +1.7% | 0.118% | |
| 3/6/2023 | OLD Mission Capital LLC | 3,224 | $162K | 0.0% | N/A | 0.020% | |
