| 11/15/2024 | MML Investors Services LLC | 212,813 | $4.85M | 0.0% | -7.0% | 2.711% | |
| 11/15/2024 | Jane Street Group LLC | 13,487 | $307K | 0.0% | -87.8% | 0.172% | |
| 11/6/2024 | ROI Financial Advisors LLC | 37,722 | $860K | 0.6% | +1.8% | 0.481% | |
| 10/30/2024 | Hanlon Investment Management Inc. | 76,781 | $1.75M | 0.5% | -9.4% | 0.978% | |
| 10/25/2024 | Mutual Advisors LLC | 66,411 | $1.48M | 0.0% | +9.2% | 0.846% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 37,538 | $855K | 0.0% | +8.5% | 0.478% | |
|
| 10/15/2024 | Occidental Asset Management LLC | 723,454 | $16.49M | 2.7% | +5.1% | 9.216% | |
| 10/1/2024 | Park National Corp OH | 173,799 | $3.96M | 0.1% | -12.6% | 2.214% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 1,266,405 | $27.74M | 0.0% | -5.1% | 16.133% | |
| 7/31/2024 | Citizens & Northern Corp | 10,965 | $240K | 0.1% | -10.3% | 0.140% | |
| 7/24/2024 | Herold Advisors Inc. | 45,211 | $990K | 0.2% | +3.1% | 0.576% | |
| 7/15/2024 | Occidental Asset Management LLC | 688,266 | $15.07M | 2.6% | -3.3% | 8.768% | |
| 7/15/2024 | Park National Corp OH | 198,898 | $4.36M | 0.2% | -21.9% | 2.534% | |
| 5/24/2024 | Cetera Advisors LLC | 22,278 | $491K | 0.0% | N/A | 0.284% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 84,904 | $1.87M | 0.6% | -5.0% | 1.084% | |
| 4/16/2024 | Occidental Asset Management LLC | 711,957 | $15.71M | 2.9% | -5.6% | 7.798% | |
| 4/1/2024 | Park National Corp OH | 254,722 | $5.62M | 0.2% | -11.4% | 2.790% | |
| 2/13/2024 | ROI Financial Advisors LLC | 42,938 | $961K | 0.8% | N/A | 0.470% | |
| 2/9/2024 | Citizens & Northern Corp | 12,468 | $279K | 0.1% | -3.8% | 0.137% | |
| 2/9/2024 | Hanlon Investment Management Inc. | 89,378 | $2.00M | 0.6% | -31.7% | 0.979% | |
| 2/2/2024 | Herold Advisors Inc. | 45,985 | $1.03M | 0.3% | +13.9% | 0.504% | |
| 1/24/2024 | Stratos Wealth Advisors LLC | 28,946 | $648K | 0.0% | -3.9% | 0.317% | |
| 1/23/2024 | Colonial River Wealth Management LLC | 9,664 | $216K | 0.1% | -89.5% | 0.106% | |
| 1/19/2024 | Atlantic Union Bankshares Corp | 16,400 | $367K | 0.0% | N/A | 0.180% | |
| 1/19/2024 | Occidental Asset Management LLC | 753,948 | $16.87M | 3.5% | -7.8% | 8.258% | |
| 1/16/2024 | CoreCap Advisors LLC | 12,845 | $287K | 0.0% | -93.3% | 0.141% | |
| 1/10/2024 | Financial Network Wealth Management LLC | 365,462 | $8.18M | 3.5% | +3.0% | 4.003% | |
| 1/10/2024 | Sound Income Strategies LLC | 15,944 | $357K | 0.0% | N/A | 0.175% | |
| 1/2/2024 | Park National Corp OH | 287,626 | $6.43M | 0.3% | +0.4% | 3.150% | |
| 11/13/2023 | Northern Trust Corp | 3,813,130 | $80.78M | 0.0% | -3.3% | 41.765% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 1,337,809 | $28.34M | 0.0% | +7.7% | 14.653% | |
| 11/8/2023 | Herold Advisors Inc. | 40,363 | $855K | 0.3% | +19.9% | 0.442% | |
| 11/3/2023 | Colonial River Wealth Management LLC | 91,753 | $1.94M | 1.3% | +16.5% | 1.005% | |
| 10/26/2023 | Absolute Capital Management LLC | 15,253 | $323K | 0.3% | +4.0% | 0.167% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 30,130 | $638K | 0.0% | -7.2% | 0.330% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 149,354 | $3.16M | 0.0% | -54.3% | 1.636% | |
| 10/18/2023 | Occidental Asset Management LLC | 817,874 | $17.33M | 4.0% | +10.7% | 8.958% | |
| 10/18/2023 | Hanlon Investment Management Inc. | 130,880 | $2.77M | 0.8% | -6.1% | 1.434% | |
| 10/2/2023 | Park National Corp OH | 286,482 | $6.07M | 0.3% | +11.5% | 3.138% | |
| 8/14/2023 | MML Investors Services LLC | 215,591 | $4.77M | 0.0% | +26.4% | 2.361% | |
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| 8/14/2023 | Snowden Capital Advisors LLC | 40,648 | $899K | 0.0% | +6.6% | 0.445% | |
| 8/11/2023 | Northern Trust Corp | 3,944,908 | $87.28M | 0.0% | +8.2% | 43.208% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 326,817 | $7.23M | 0.0% | +38.2% | 3.580% | |
| 8/10/2023 | Cetera Investment Advisers | 35,655 | $789K | 0.0% | +18.5% | 0.391% | |
| 8/8/2023 | Colonial River Wealth Management LLC | 78,766 | $1.74M | 1.1% | +18.8% | 0.863% | |
| 8/8/2023 | 3D L Capital Management LLC | 46,350 | $1.03M | 0.3% | +1.1% | 0.508% | |
| 8/8/2023 | Hanlon Investment Management Inc. | 139,328 | $3.08M | 0.9% | +32.9% | 1.526% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 1,242,533 | $27.49M | 0.0% | +15.1% | 14.618% | |
| 7/31/2023 | Financial Network Wealth Management LLC | 386,604 | $8.50M | 3.9% | +24.9% | 4.548% | |
| 7/27/2023 | Absolute Capital Management LLC | 14,672 | $325K | 0.3% | +29.3% | 0.173% | |
| 7/25/2023 | UMB Bank n.a. | 35,803 | $792K | 0.0% | +740.4% | 0.421% | |
| 7/18/2023 | Stratos Wealth Advisors LLC | 32,452 | $718K | 0.1% | -22.1% | 0.382% | |
| 7/17/2023 | Herold Advisors Inc. | 33,663 | $745K | 0.2% | +98.2% | 0.396% | |
| 7/12/2023 | Occidental Asset Management LLC | 738,767 | $16.35M | 3.7% | +19.7% | 8.691% | |
| 7/3/2023 | Park National Corp OH | 256,826 | $5.68M | 0.2% | +20.0% | 3.021% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 1,079,815 | $24.34M | 0.0% | +12.0% | 12.704% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 236,498 | $5.33M | 0.0% | +5.4% | 2.782% | |
| 5/11/2023 | Occidental Asset Management LLC | 617,284 | $13.91M | 3.5% | N/A | 7.262% | |
| 5/9/2023 | Hanlon Investment Management Inc. | 104,812 | $2.36M | 0.7% | +1.3% | 1.233% | |
| 5/8/2023 | Sigma Planning Corp | 26,895 | $606K | 0.0% | +88.1% | 0.316% | |
| 5/5/2023 | Colonial River Wealth Management LLC | 66,326 | $1.50M | 0.9% | N/A | 0.873% | |
| 5/4/2023 | Financial Network Wealth Management LLC | 309,558 | $6.98M | 3.5% | +6.2% | 4.073% | |
| 4/27/2023 | Stratos Wealth Advisors LLC | 41,671 | $939K | 0.1% | +1.5% | 0.548% | |
| 4/19/2023 | Herold Advisors Inc. | 16,983 | $383K | 0.1% | +29.7% | 0.223% | |
| 4/11/2023 | UMB Bank n.a. | 4,260 | $96K | 0.0% | N/A | 0.056% | |
| 2/10/2023 | CoreCap Advisors LLC | 255,969 | $5.62M | 0.4% | -9.8% | 3.368% | |
| 2/10/2023 | Financial Network Wealth Management LLC | 291,519 | $6.39M | 3.5% | -29.3% | 3.836% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 224,326 | $4.92M | 0.0% | +9.8% | 2.952% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 964,382 | $21.15M | 0.0% | +9.5% | 12.689% | |
| 2/6/2023 | Park National Corp OH | 214,484 | $4.71M | 0.2% | -0.2% | 2.822% | |
| 1/25/2023 | Hanlon Investment Management Inc. | 103,473 | $2.27M | 0.8% | +21.8% | 1.361% | |
| 1/24/2023 | Sigma Planning Corp | 14,295 | $314K | 0.0% | -3.1% | 0.188% | |
| 1/19/2023 | Stratos Wealth Advisors LLC | 41,065 | $901K | 0.1% | -3.1% | 0.540% | |
| 11/15/2022 | Sowell Financial Services LLC | 14,152 | $308K | 0.0% | N/A | 0.190% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 204,309 | $4.45M | 0.0% | +5.5% | 2.750% | |
| 11/14/2022 | MML Investors Services LLC | 113,475 | $2.47M | 0.0% | +8.5% | 1.527% | |
| 11/10/2022 | Envestnet Asset Management Inc. | 881,081 | $19.18M | 0.0% | +5.1% | 11.858% | |
| 11/9/2022 | Citizens & Northern Corp | 12,494 | $272K | 0.1% | +27.2% | 0.168% | |
| 11/8/2022 | Financial Network Wealth Management LLC | 412,540 | $8.98M | 5.6% | -3.2% | 5.552% | |
| 11/7/2022 | Hanlon Investment Management Inc. | 84,929 | $1.85M | 0.7% | +2.1% | 1.143% | |
| 10/27/2022 | Absolute Capital Management LLC | 6,428 | $140K | 0.2% | N/A | 0.087% | |
| 10/24/2022 | Stratos Wealth Advisors LLC | 42,397 | $923K | 0.1% | -16.4% | 0.571% | |
| 10/3/2022 | Park National Corp OH | 215,014 | $4.68M | 0.2% | +5.1% | 2.995% | |
| 8/11/2022 | Cetera Investment Advisers | 11,044 | $254K | 0.0% | N/A | 0.154% | |
| 8/11/2022 | Sigma Planning Corp | 14,685 | $337K | 0.0% | -55.9% | 0.205% | |
| 8/9/2022 | Financial Network Wealth Management LLC | 426,016 | $9.78M | 5.9% | -21.0% | 5.933% | |
| 8/4/2022 | Citizens & Northern Corp | 9,825 | $226K | 0.1% | N/A | 0.137% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 838,404 | $19.26M | 0.0% | +17.6% | 11.677% | |
| 8/2/2022 | 3D L Capital Management LLC | 51,701 | $1.19M | 0.3% | +9.2% | 0.720% | |
| 7/27/2022 | Hanlon Investment Management Inc. | 83,206 | $1.91M | 0.5% | +57.2% | 1.152% | |
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| 7/19/2022 | Commonwealth Equity Services LLC | 193,598 | $4.45M | 0.0% | -7.9% | 2.786% | |
| 7/1/2022 | Park National Corp OH | 204,670 | $4.70M | 0.2% | +23.9% | 2.953% | |
| 5/12/2022 | Integrated Wealth Concepts LLC | 8,966 | $218K | 0.0% | -17.8% | 0.145% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 4,083 | $99K | 0.0% | +35.1% | 0.066% | |
| 5/10/2022 | 3D L Capital Management LLC | 47,363 | $1.15M | 0.3% | -3.9% | 0.766% | |
| 5/9/2022 | Financial Network Wealth Management LLC | 539,209 | $13.13M | 6.9% | -11.6% | 8.725% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 210,126 | $5.12M | 0.0% | -14.9% | 3.400% | |
| 5/4/2022 | Envestnet Asset Management Inc. | 712,708 | $17.35M | 0.0% | +14.7% | 11.532% | |
| 4/29/2022 | CoreCap Advisors LLC | 304,296 | $7.41M | 0.5% | +15.7% | 4.924% | |
| 4/26/2022 | Stratos Wealth Advisors LLC | 50,793 | $1.24M | 0.1% | N/A | 0.822% | |
