| 8/15/2025 | Captrust Financial Advisors | 35,735 | $785K | 0.0% | -19.5% | 0.040% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,110,775 | $24.38M | 0.0% | -44.3% | 1.252% | |
| 8/13/2025 | Flow Traders U.S. LLC | 107,721 | $2.37M | 0.1% | N/A | 0.121% | |
| 8/13/2025 | Peloton Wealth Strategists | 289,000 | $6.35M | 2.5% | +5.7% | 0.326% | |
| 8/12/2025 | FourThought Financial Partners LLC | 16,868 | $371K | 0.0% | N/A | 0.019% | |
| 8/12/2025 | JPMorgan Chase & Co. | 116,011 | $2.55M | 0.0% | -51.7% | 0.131% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 260,863 | $5.73M | 0.1% | N/A | 0.294% | |
| 8/4/2025 | Spinnaker Trust | 45,303 | $996K | 0.1% | +12.3% | 0.051% | |
| 8/4/2025 | Arkadios Wealth Advisors | 9,979 | $219K | 0.0% | N/A | 0.011% | |
| 8/1/2025 | Bank of Jackson Hole Trust | 4,482 | $99K | 0.1% | +32.0% | 0.005% | |
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| 7/31/2025 | Leavell Investment Management Inc. | 12,995 | $286K | 0.0% | N/A | 0.015% | |
| 7/30/2025 | Sonata Capital Group Inc. | 13,200 | $290K | 0.1% | N/A | 0.015% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 4,840 | $106K | 0.0% | +501.2% | 0.006% | |
| 7/29/2025 | Lyell Wealth Management LP | 333,362 | $7.33M | 0.6% | +3.5% | 0.380% | |
| 7/22/2025 | Belpointe Asset Management LLC | 35,814 | $787K | 0.0% | +76.6% | 0.041% | |
| 7/21/2025 | Crews Bank & Trust | 42,045 | $924K | 0.1% | +25.9% | 0.048% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 23,757 | $522K | 0.1% | -4.8% | 0.027% | |
| 7/18/2025 | Centricity Wealth Management LLC | 51,865 | $1.14M | 0.9% | +13.2% | 0.059% | |
| 7/17/2025 | Oak Family Advisors LLC | 11,405 | $251K | 0.1% | -43.6% | 0.013% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 385,325 | $8.47M | 0.0% | +5.3% | 0.442% | |
| 7/11/2025 | Adirondack Trust Co. | 105,363 | $2.32M | 0.8% | +15.2% | 0.121% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 247,334 | $5.44M | 1.3% | +5.9% | 0.285% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 214,281 | $4.71M | 0.3% | +90.3% | 0.247% | |
| 7/9/2025 | Bank of New Hampshire | 44,240 | $972K | 0.2% | +11.6% | 0.051% | |
| 7/9/2025 | Sarver Vrooman Wealth Advisors | 9,218 | $203K | 0.1% | +653.1% | 0.011% | |
| 7/8/2025 | Parallel Advisors LLC | 265,684 | $5.84M | 0.1% | +10.0% | 0.306% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 7,908 | $174K | 0.0% | +690.8% | 0.010% | |
| 5/16/2025 | Peloton Wealth Strategists | 273,500 | $5.94M | 2.5% | +15.4% | 0.334% | |
| 5/16/2025 | NewEdge Advisors LLC | 747,346 | $16.23M | 0.1% | +18.4% | 0.911% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 37,004 | $804K | 0.0% | +30.1% | 0.045% | |
| 5/14/2025 | Ameriprise Financial Inc. | 1,993,904 | $43.31M | 0.0% | -41.7% | 2.432% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 19,367 | $421K | 0.0% | +26.5% | 0.024% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 3,396 | $74K | 0.0% | +73.1% | 0.004% | |
| 5/8/2025 | Lyell Wealth Management LP | 322,208 | $7.00M | 0.7% | +6.5% | 0.393% | |
| 5/8/2025 | Roble Belko & Company Inc | 22,803 | $495K | 0.1% | +4.9% | 0.028% | |
| 5/5/2025 | Arrow Financial Corp | 664,224 | $14.43M | 1.6% | -0.5% | 0.810% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 29,435 | $639K | 0.2% | +6.5% | 0.036% | |
| 5/2/2025 | Bogart Wealth LLC | 6,051 | $131K | 0.0% | -13.1% | 0.007% | |
| 4/29/2025 | Bank of New York Mellon Corp | 49,537 | $1.08M | 0.0% | +64.6% | 0.061% | |
| 4/28/2025 | Buffington Mohr McNeal | 634,284 | $13.78M | 2.7% | +1.5% | 0.777% | |
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| 4/25/2025 | Spinnaker Trust | 40,331 | $876K | 0.1% | +165.6% | 0.049% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 326,034 | $7.08M | 0.0% | +17.5% | 0.400% | |
| 4/22/2025 | Crews Bank & Trust | 33,395 | $725K | 0.1% | +62.0% | 0.041% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 366,024 | $7.95M | 0.0% | +3.5% | 0.449% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 233,507 | $5.07M | 1.2% | +26.9% | 0.286% | |
| 4/15/2025 | Oak Family Advisors LLC | 20,229 | $439K | 0.1% | -85.3% | 0.025% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,810 | $83K | 0.0% | -12.8% | 0.005% | |
| 4/14/2025 | Centricity Wealth Management LLC | 45,830 | $995K | 0.9% | +2.5% | 0.056% | |
| 4/14/2025 | Bank of New Hampshire | 39,655 | $861K | 0.2% | +21.6% | 0.049% | |
| 4/9/2025 | Lbmc Investment Advisors LLC | 112,605 | $2.45M | 0.2% | N/A | 0.138% | |
| 4/8/2025 | Parallel Advisors LLC | 241,456 | $5.24M | 0.1% | -3.2% | 0.298% | |
| 4/3/2025 | Adirondack Trust Co. | 91,498 | $1.99M | 0.8% | +15.9% | 0.113% | |
| 4/1/2025 | Confluence Investment Management LLC | 282,297 | $6.13M | 0.1% | N/A | 0.348% | |
| 2/18/2025 | 10Elms LLP | 4,551 | $97K | 0.1% | N/A | 0.010% | |
| 2/17/2025 | Captrust Financial Advisors | 42,585 | $910K | 0.0% | +7.2% | 0.098% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 15,309 | $327K | 0.0% | N/A | 0.035% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,422,727 | $73.08M | 0.0% | -20.5% | 7.841% | |
| 2/17/2025 | Ancora Advisors LLC | 4,104 | $88K | 0.0% | +64.0% | 0.009% | |
| 2/14/2025 | Arrow Financial Corp | 667,244 | $14.25M | 1.4% | +3.4% | 1.529% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 28,437 | $607K | 0.0% | +3.1% | 0.065% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 66,310 | $1.42M | 0.0% | +3.6% | 0.152% | |
| 2/13/2025 | Hurley Capital LLC | 12,048 | $257K | 0.2% | N/A | 0.028% | |
| 2/11/2025 | Sandy Spring Bank | 244,861 | $5.23M | 0.2% | +2.5% | 0.561% | |
| 2/10/2025 | Parallel Advisors LLC | 249,375 | $5.33M | 0.1% | +23.8% | 0.571% | |
| 2/5/2025 | Private Trust Co. NA | 1,168 | $25K | 0.0% | N/A | 0.003% | |
| 2/5/2025 | Peloton Wealth Strategists | 237,100 | $5.06M | 2.0% | +22.3% | 0.543% | |
| 2/4/2025 | Bank of New York Mellon Corp | 30,098 | $643K | 0.0% | +24.8% | 0.069% | |
| 2/3/2025 | Centricity Wealth Management LLC | 44,710 | $955K | 0.9% | N/A | 0.102% | |
| 2/3/2025 | Lyell Wealth Management LP | 302,673 | $6.47M | 0.6% | +12.7% | 0.693% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,962 | $42K | 0.0% | N/A | 0.004% | |
| 1/30/2025 | Newman Dignan & Sheerar Inc. | 20,532 | $439K | 0.1% | +6.3% | 0.047% | |
| 1/30/2025 | Spinnaker Trust | 15,186 | $324K | 0.0% | +45.0% | 0.035% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 27,647 | $591K | 0.2% | +10.0% | 0.063% | |
| 1/24/2025 | Oak Family Advisors LLC | 137,605 | $2.94M | 1.1% | -33.7% | 0.315% | |
| 1/23/2025 | Crews Bank & Trust | 20,620 | $440K | 0.1% | N/A | 0.047% | |
| 1/22/2025 | Buffington Mohr McNeal | 625,184 | $13.35M | 2.2% | +2.9% | 1.432% | |
| 1/21/2025 | Archford Capital Strategies LLC | 59,093 | $1.26M | 0.2% | -1.4% | 0.135% | |
| 1/21/2025 | Montecito Bank & Trust | 40,643 | $868K | 0.2% | +10.2% | 0.093% | |
| 1/17/2025 | Adirondack Trust Co. | 78,938 | $1.69M | 0.6% | +93.7% | 0.181% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 353,581 | $7.55M | 0.0% | +7.8% | 0.810% | |
| 1/16/2025 | First United Bank & Trust | 2,209 | $47K | 0.0% | N/A | 0.005% | |
| 1/14/2025 | Roble Belko & Company Inc | 21,728 | $464K | 0.1% | +14.9% | 0.050% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 184,036 | $3.93M | 1.0% | +11.6% | 0.422% | |
| 1/7/2025 | Bank of New Hampshire | 32,605 | $696K | 0.2% | +137.5% | 0.075% | |
| 11/15/2024 | Peloton Wealth Strategists | 193,900 | $4.30M | 1.7% | +5.3% | 0.444% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 27,569 | $611K | 0.0% | -7.5% | 0.063% | |
| 11/14/2024 | Flow Traders U.S. LLC | 83,132 | $1.84M | 0.1% | N/A | 0.190% | |
| 11/14/2024 | Captrust Financial Advisors | 39,725 | $881K | 0.0% | +8.9% | 0.091% | |
| 11/4/2024 | Arrow Financial Corp | 645,246 | $14.31M | 1.3% | +1.3% | 1.478% | |
| 10/31/2024 | Montecito Bank & Trust | 36,869 | $817K | 0.1% | +91.5% | 0.084% | |
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| 10/31/2024 | Spinnaker Trust | 10,473 | $232K | 0.0% | N/A | 0.024% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 327,867 | $7.27M | 0.0% | +5.3% | 0.751% | |
| 10/29/2024 | Farther Finance Advisors LLC | 4,301 | $95K | 0.0% | +12,188.6% | 0.010% | |
| 10/23/2024 | Lyell Wealth Management LP | 268,570 | $5.95M | 0.5% | +13.5% | 0.615% | |
| 10/23/2024 | Bogart Wealth LLC | 6,609 | $147K | 0.0% | +15.9% | 0.015% | |
| 10/16/2024 | Buffington Mohr McNeal | 607,607 | $13.47M | 2.2% | +2.4% | 1.392% | |
| 10/9/2024 | Adirondack Trust Co. | 40,752 | $903K | 0.3% | +89.2% | 0.093% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 164,862 | $3.66M | 0.9% | +6.8% | 0.378% | |
| 8/28/2024 | Farmers National Bank | 42,982 | $914K | 0.3% | +3.5% | 0.098% | |
| 8/15/2024 | Peloton Wealth Strategists | 184,200 | $3.92M | 1.6% | +5.0% | 0.422% | |
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