| 2/18/2025 | 10Elms LLP | 2,000 | $41K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Captrust Financial Advisors | 40,672 | $828K | 0.0% | -4.9% | 0.102% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 13,430 | $273K | 0.0% | N/A | 0.034% | |
| 2/17/2025 | Ameriprise Financial Inc. | 792,563 | $16.14M | 0.0% | +137.3% | 1.986% | |
| 2/14/2025 | Arrow Financial Corp | 702,409 | $14.29M | 1.4% | +3.3% | 1.760% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 70,431 | $1.43M | 0.0% | +9.2% | 0.177% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 679,423 | $13.80M | 0.7% | N/A | 1.703% | |
| 2/11/2025 | Sandy Spring Bank | 254,265 | $5.17M | 0.2% | +4.3% | 0.637% | |
| 2/10/2025 | Parallel Advisors LLC | 254,468 | $5.18M | 0.1% | +19.5% | 0.638% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 22,000 | $448K | 0.0% | +25.7% | 0.055% | |
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| 2/6/2025 | Jones Financial Companies Lllp | 12,472 | $254K | 0.0% | +101.6% | 0.031% | |
| 2/5/2025 | Peloton Wealth Strategists | 170,000 | $3.46M | 1.4% | +15.1% | 0.426% | |
| 2/3/2025 | Centricity Wealth Management LLC | 26,290 | $535K | 0.5% | N/A | 0.066% | |
| 2/3/2025 | Lyell Wealth Management LP | 236,975 | $4.82M | 0.4% | +42.9% | 0.594% | |
| 1/30/2025 | Newman Dignan & Sheerar Inc. | 16,000 | $326K | 0.1% | +8.3% | 0.040% | |
| 1/30/2025 | Bogart Wealth LLC | 5,248 | $107K | 0.0% | N/A | 0.013% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 37,516 | $763K | 0.2% | +8.3% | 0.094% | |
| 1/23/2025 | RVW Wealth LLC | 13,680 | $278K | 0.0% | N/A | 0.034% | |
| 1/23/2025 | Crews Bank & Trust | 4,500 | $92K | 0.0% | N/A | 0.011% | |
| 1/22/2025 | Buffington Mohr McNeal | 661,768 | $13.47M | 2.2% | +3.0% | 1.659% | |
| 1/21/2025 | Archford Capital Strategies LLC | 112,738 | $2.29M | 0.3% | -1.2% | 0.283% | |
| 1/17/2025 | Adirondack Trust Co. | 100,915 | $2.05M | 0.8% | +80.4% | 0.253% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 354,593 | $7.22M | 0.0% | +5.2% | 0.889% | |
| 1/16/2025 | First United Bank & Trust | 2,307 | $47K | 0.0% | N/A | 0.006% | |
| 1/14/2025 | Roble Belko & Company Inc | 19,865 | $404K | 0.1% | +32.5% | 0.050% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 37,475 | $763K | 0.2% | N/A | 0.094% | |
| 1/7/2025 | Bank of New Hampshire | 37,015 | $753K | 0.2% | +22.7% | 0.093% | |
| 1/2/2025 | Confluence Investment Management LLC | 496,614 | $10.11M | 0.1% | +0.6% | 1.245% | |
| 11/15/2024 | Peloton Wealth Strategists | 147,700 | $3.13M | 1.2% | +23.1% | 0.370% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 26,762 | $568K | 0.0% | +9.2% | 0.067% | |
| 11/14/2024 | Captrust Financial Advisors | 42,782 | $908K | 0.0% | +17.2% | 0.107% | |
| 11/4/2024 | Arrow Financial Corp | 679,681 | $14.42M | 1.3% | +1.3% | 1.703% | |
| 10/31/2024 | Confluence Investment Management LLC | 493,656 | $10.48M | 0.1% | N/A | 1.237% | |
| 10/31/2024 | Montecito Bank & Trust | 36,579 | $776K | 0.1% | +47.1% | 0.092% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 337,146 | $7.15M | 0.0% | +5.8% | 0.845% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 6,562 | $139K | 0.0% | +112.4% | 0.016% | |
| 10/29/2024 | Farther Finance Advisors LLC | 4,334 | $92K | 0.0% | N/A | 0.011% | |
| 10/23/2024 | Lyell Wealth Management LP | 165,800 | $3.52M | 0.3% | +501.8% | 0.416% | |
| 10/16/2024 | Buffington Mohr McNeal | 642,523 | $13.63M | 2.2% | +4.0% | 1.610% | |
| 10/9/2024 | Adirondack Trust Co. | 55,942 | $1.19M | 0.5% | +43.8% | 0.140% | |
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| 8/28/2024 | Farmers National Bank | 33,468 | $679K | 0.2% | +8.9% | 0.084% | |
| 8/15/2024 | Peloton Wealth Strategists | 120,000 | $2.44M | 1.0% | +10.6% | 0.301% | |
| 8/8/2024 | Lyell Wealth Management LP | 27,550 | $559K | 0.1% | +42.9% | 0.069% | |
| 8/8/2024 | Parallel Advisors LLC | 135,011 | $2.74M | 0.1% | +7.6% | 0.338% | |
| 7/30/2024 | Arrow Financial Corp | 670,910 | $13.61M | 1.3% | +2.3% | 1.681% | |
| 7/18/2024 | Timber Creek Capital Management LLC | 25,963 | $527K | 0.2% | -2.0% | 0.065% | |
| 7/17/2024 | Montecito Bank & Trust | 24,873 | $505K | 0.1% | +66.6% | 0.062% | |
| 7/17/2024 | Archford Capital Strategies LLC | 116,283 | $2.36M | 0.4% | +4.7% | 0.291% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 10,685 | $217K | 0.1% | N/A | 0.027% | |
| 7/11/2024 | Buffington Mohr McNeal | 617,686 | $12.53M | 2.2% | +2.0% | 1.548% | |
| 7/9/2024 | Adirondack Trust Co. | 38,893 | $789K | 0.3% | -42.5% | 0.097% | |
| 7/1/2024 | Bank of New Hampshire | 30,175 | $612K | 0.2% | -1.9% | 0.076% | |
| 5/21/2024 | Arrow Financial Corp | 655,960 | $13.44M | 1.3% | +3.4% | 1.644% | |
| 5/17/2024 | Comerica Bank | 26,462 | $542K | 0.0% | +64.9% | 0.066% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 290,725 | $5.96M | 0.0% | +15.9% | 0.744% | |
| 4/24/2024 | Archford Capital Strategies LLC | 111,060 | $2.28M | 0.4% | +5.4% | 0.284% | |
| 4/18/2024 | Buffington Mohr McNeal | 605,621 | $12.41M | 2.2% | +11.4% | 3.204% | |
| 4/17/2024 | Gradient Capital Advisors LLC | 32,827 | $673K | 0.2% | +25.4% | 0.174% | |
| 4/11/2024 | Roble Belko & Company Inc | 10,261 | $210K | 0.0% | +37.9% | 0.054% | |
| 4/10/2024 | Bank of New Hampshire | 30,775 | $631K | 0.2% | +23.6% | 0.163% | |
| 4/9/2024 | Montecito Bank & Trust | 14,934 | $306K | 0.1% | N/A | 0.079% | |
| 4/9/2024 | Adirondack Trust Co. | 67,691 | $1.39M | 0.6% | +8.3% | 0.358% | |
| 4/3/2024 | Timber Creek Capital Management LLC | 26,489 | $543K | 0.2% | +3.2% | 0.140% | |
| 3/29/2024 | Adirondack Trust Co. | 62,516 | $1.27M | 0.6% | +66.3% | 0.331% | |
| 2/16/2024 | Peloton Wealth Strategists | 102,500 | $2.13M | 0.9% | +192.9% | 0.542% | |
| 2/12/2024 | Arrow Financial Corp | 634,199 | $13.17M | 1.4% | +9.8% | 3.356% | |
| 2/12/2024 | Parallel Advisors LLC | 71,830 | $1.49M | 0.0% | N/A | 0.380% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 250,757 | $5.21M | 0.0% | +11.8% | 1.327% | |
| 2/2/2024 | Bank of New Hampshire | 24,900 | $517K | 0.1% | +15.5% | 0.132% | |
| 2/2/2024 | Lyell Wealth Management LP | 12,725 | $264K | 0.0% | N/A | 0.067% | |
| 2/1/2024 | Roble Belko & Company Inc | 7,440 | $155K | 0.0% | N/A | 0.039% | |
| 2/1/2024 | Gradient Capital Advisors LLC | 26,188 | $544K | 0.2% | N/A | 0.139% | |
| 1/30/2024 | Buffington Mohr McNeal | 543,518 | $11.29M | 2.3% | +129.5% | 2.876% | |
| 1/26/2024 | Sandy Spring Bank | 168,132 | $3.49M | 0.2% | +15.6% | 0.890% | |
| 1/24/2024 | Private Trust Co. NA | 1,290 | $27K | 0.0% | N/A | 0.007% | |
| 1/12/2024 | Archford Capital Strategies LLC | 105,384 | $2.19M | 0.4% | +68.2% | 0.558% | |
| 1/11/2024 | Timber Creek Capital Management LLC | 25,673 | $533K | 0.2% | +11.7% | 0.136% | |
| 11/14/2023 | Peloton Wealth Strategists | 35,000 | $678K | 0.3% | +116.0% | 0.185% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,510 | $29K | 0.0% | N/A | 0.008% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 224,284 | $4.35M | 0.0% | +46.0% | 1.187% | |
| 11/8/2023 | Dorsey & Whitney Trust CO LLC | 17,500 | $339K | 0.0% | N/A | 0.093% | |
| 10/31/2023 | Adirondack Trust Co. | 37,584 | $728K | 0.4% | +72.5% | 0.199% | |
| 10/30/2023 | Sandy Spring Bank | 145,436 | $2.82M | 0.2% | +26.3% | 0.770% | |
| 10/27/2023 | Archford Capital Strategies LLC | 62,646 | $1.21M | 0.2% | +6.4% | 0.331% | |
| 10/25/2023 | Buffington Mohr McNeal | 236,807 | $4.59M | 1.0% | N/A | 1.253% | |
| 10/24/2023 | Bank of New York Mellon Corp | 119,166 | $2.31M | 0.0% | +3.5% | 0.631% | |
| 10/18/2023 | Timber Creek Capital Management LLC | 22,990 | $446K | 0.2% | -2.8% | 0.122% | |
| 10/10/2023 | Bank of New Hampshire | 21,550 | $418K | 0.1% | +43.7% | 0.114% | |
| 8/10/2023 | Peloton Wealth Strategists | 16,200 | $328K | 0.1% | N/A | 0.093% | |
| 8/9/2023 | Arrow Financial Corp | 399,775 | $8.10M | 1.0% | +13.0% | 2.298% | |
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| 8/4/2023 | Sandy Spring Bank | 115,190 | $2.34M | 0.1% | +64.9% | 0.662% | |
| 8/3/2023 | Bank of New York Mellon Corp | 115,131 | $2.33M | 0.0% | +7.2% | 0.662% | |
| 8/2/2023 | Archford Capital Strategies LLC | 58,893 | $1.19M | 0.2% | +24.9% | 0.338% | |
| 7/28/2023 | Bank of New Hampshire | 15,000 | $304K | 0.1% | N/A | 0.086% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 153,641 | $3.11M | 0.0% | N/A | 0.883% | |
| 7/20/2023 | Timber Creek Capital Management LLC | 23,641 | $479K | 0.2% | -2.4% | 0.136% | |
| 5/15/2023 | Cary Street Partners Asset Management LLC | 1,510 | $31K | 0.0% | N/A | 0.011% | |
| 5/5/2023 | Sandy Spring Bank | 69,870 | $1.44M | 0.1% | +127.6% | 0.506% | |
| 5/3/2023 | Arrow Financial Corp | 353,664 | $7.30M | 1.0% | +22.0% | 2.563% | |
| 3/6/2023 | OLD Mission Capital LLC | 102,537 | $2.04M | 0.1% | N/A | 1.115% | |
