| 8/6/2025 | Atlantic Union Bankshares Corp | 281,089 | $5.91M | 0.1% | N/A | 0.370% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 584,669 | $12.30M | 0.7% | -9.6% | 0.769% | |
| 7/31/2025 | Leavell Investment Management Inc. | 10,860 | $228K | 0.0% | N/A | 0.014% | |
| 7/30/2025 | Sonata Capital Group Inc. | 13,600 | $286K | 0.1% | N/A | 0.018% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 10,491 | $221K | 0.0% | +44.3% | 0.014% | |
| 7/29/2025 | Lyell Wealth Management LP | 253,000 | $5.32M | 0.4% | +3.7% | 0.333% | |
| 7/22/2025 | Belpointe Asset Management LLC | 45,472 | $957K | 0.0% | +52.7% | 0.060% | |
| 7/21/2025 | Crews Bank & Trust | 16,430 | $346K | 0.1% | +40.4% | 0.022% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 27,761 | $584K | 0.1% | +54.5% | 0.037% | |
| 7/18/2025 | Centricity Wealth Management LLC | 27,260 | $574K | 0.5% | +3.7% | 0.036% | |
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| 7/17/2025 | Janney Montgomery Scott LLC | 386,395 | $8.13M | 0.0% | +5.4% | 0.509% | |
| 7/11/2025 | Adirondack Trust Co. | 120,993 | $2.54M | 0.9% | +8.6% | 0.161% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 211,570 | $4.45M | 1.0% | +42.3% | 0.281% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 81,724 | $1.72M | 0.1% | N/A | 0.109% | |
| 7/9/2025 | Bank of New Hampshire | 46,490 | $978K | 0.2% | +17.0% | 0.062% | |
| 7/9/2025 | Sarver Vrooman Wealth Advisors | 2,150,445 | $45.25M | 30.1% | +1.0% | 2.860% | |
| 7/8/2025 | Parallel Advisors LLC | 255,333 | $5.37M | 0.1% | +7.7% | 0.340% | |
| 7/1/2025 | Confluence Investment Management LLC | 487,502 | $10.26M | 0.1% | -0.6% | 0.651% | |
| 5/16/2025 | Peloton Wealth Strategists | 199,350 | $4.14M | 1.7% | +17.3% | 0.282% | |
| 5/16/2025 | NewEdge Advisors LLC | 945,737 | $19.62M | 0.1% | -1.8% | 1.337% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 28,640 | $594K | 0.0% | +5.4% | 0.040% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 646,620 | $13.42M | 0.8% | -4.8% | 0.914% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 14,307 | $297K | 0.0% | +6.5% | 0.020% | |
| 5/9/2025 | Cheviot Value Management LLC | 231,971 | $4.78M | 0.6% | N/A | 0.328% | |
| 5/8/2025 | Lyell Wealth Management LP | 243,975 | $5.06M | 0.5% | +3.0% | 0.345% | |
| 5/8/2025 | Roble Belko & Company Inc | 20,992 | $436K | 0.1% | +5.7% | 0.030% | |
| 5/5/2025 | Arrow Financial Corp | 699,516 | $14.52M | 1.6% | -0.4% | 0.989% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 39,388 | $817K | 0.3% | +5.0% | 0.056% | |
| 4/28/2025 | Buffington Mohr McNeal | 673,998 | $13.99M | 2.8% | +1.8% | 0.957% | |
| 4/28/2025 | First Horizon Advisors Inc. | 3,918 | $81K | 0.0% | N/A | 0.006% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 23,751 | $493K | 0.0% | +51.2% | 0.034% | |
| 4/22/2025 | Crews Bank & Trust | 11,700 | $243K | 0.0% | +160.0% | 0.017% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 366,578 | $7.61M | 0.0% | +3.4% | 0.520% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 148,695 | $3.09M | 0.8% | +296.8% | 0.211% | |
| 4/14/2025 | Bank of New Hampshire | 39,740 | $825K | 0.2% | +7.4% | 0.056% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 7,270 | $151K | 0.0% | +9.5% | 0.010% | |
| 4/8/2025 | Parallel Advisors LLC | 237,022 | $4.92M | 0.1% | -6.9% | 0.342% | |
| 4/3/2025 | Adirondack Trust Co. | 111,414 | $2.31M | 0.9% | +10.4% | 0.161% | |
| 4/1/2025 | Confluence Investment Management LLC | 490,577 | $10.18M | 0.1% | -1.2% | 0.708% | |
| 2/18/2025 | 10Elms LLP | 2,000 | $41K | 0.0% | N/A | 0.005% | |
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| 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% | |
| 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% | |
| 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% | |
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| 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% | |
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