| 2/18/2025 | Sunbelt Securities Inc. | 3,708 | $239K | 0.0% | -7.5% | 0.002% | |
| 2/17/2025 | Evensky & Katz LLC | 46,635 | $3.01M | 0.2% | -7.2% | 0.023% | |
| 2/17/2025 | Captrust Financial Advisors | 502,739 | $32.41M | 0.1% | -0.7% | 0.250% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 3,321 | $214K | 0.0% | N/A | 0.002% | |
| 2/17/2025 | Baird Financial Group Inc. | 115,815 | $7.47M | 0.0% | +0.5% | 0.058% | |
| 2/17/2025 | Ameriprise Financial Inc. | 153,575 | $9.90M | 0.0% | +4.9% | 0.076% | |
| 2/17/2025 | Alteri Wealth LLC | 6,723 | $433K | 0.1% | N/A | 0.003% | |
| 2/14/2025 | Arrow Financial Corp | 455,327 | $29.36M | 2.8% | +1.2% | 0.227% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 1,207 | $78K | 0.0% | +190.1% | 0.001% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 40,779 | $2.63M | 0.0% | +21.0% | 0.020% | |
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| 2/13/2025 | Rossby Financial LCC | 3,920 | $253K | 0.2% | N/A | 0.002% | |
| 2/13/2025 | Sterling Capital Management LLC | 444,391 | $28.65M | 0.4% | -3.9% | 0.221% | |
| 2/13/2025 | Bessemer Group Inc. | 3,706,315 | $238.95M | 0.4% | +12.4% | 1.844% | |
| 2/12/2025 | Conquis Financial LLC | 847 | $55K | 0.1% | N/A | 0.000% | |
| 2/12/2025 | Resolute Advisors LLC | 34,799 | $2.24M | 0.5% | +1.6% | 0.017% | |
| 2/12/2025 | Nemes Rush Group LLC | 1,063 | $69K | 0.0% | -32.5% | 0.001% | |
| 2/12/2025 | Summit Financial LLC | 35,090 | $2.26M | 0.1% | +7.8% | 0.017% | |
| 2/12/2025 | C M Bidwell & Associates Ltd. | 14,540 | $937K | 0.6% | +10.4% | 0.007% | |
| 2/12/2025 | Rock Creek Group LP | 685,309 | $44.77M | 3.8% | -7.8% | 0.341% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,638,747 | $170.12M | 0.0% | +12.2% | 1.313% | |
| 2/11/2025 | Whittier Trust Co. | 1,175 | $76K | 0.0% | N/A | 0.001% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 2,780 | $179K | 0.1% | N/A | 0.001% | |
| 2/10/2025 | Horizon Investments LLC | 1,352,944 | $87.22M | 2.5% | -13.6% | 0.673% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 10,845 | $699K | 0.4% | N/A | 0.005% | |
| 2/10/2025 | Mascoma Wealth Management LLC | 4,872 | $314K | 0.1% | -34.8% | 0.002% | |
| 2/10/2025 | Farther Finance Advisors LLC | 856 | $55K | 0.0% | -75.7% | 0.000% | |
| 2/5/2025 | Nixon Peabody Trust Co. | 1,200,185 | $77.38M | 6.4% | +4.3% | 0.597% | |
| 2/5/2025 | First Command Advisory Services Inc. | 859,931 | $55.44M | 0.5% | +17.1% | 0.428% | |
| 2/4/2025 | Bank of New York Mellon Corp | 285,681 | $18.42M | 0.0% | +6.6% | 0.142% | |
| 2/4/2025 | Arbor Investment Advisors LLC | 59,340 | $3.83M | 0.5% | +20.4% | 0.030% | |
| 2/3/2025 | FDx Advisors Inc. | 249,755 | $16.10M | 4.7% | -6.2% | 0.124% | |
| 1/31/2025 | Nicholas Hoffman & Company LLC. | 10,432 | $673K | 0.0% | +11.4% | 0.005% | |
| 1/30/2025 | Amarillo National Bank | 863,444 | $55.67M | 10.2% | -0.8% | 0.430% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 5,861 | $378K | 0.0% | +5.4% | 0.003% | |
| 1/29/2025 | Kickstand Ventures LLC. | 88,972 | $5.74M | 1.5% | -0.2% | 0.044% | |
| 1/29/2025 | Leavell Investment Management Inc. | 51,274 | $3.31M | 0.2% | +6.1% | 0.026% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 679,592 | $43.81M | 7.7% | +3.0% | 0.338% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 25,056 | $1.62M | 0.0% | -8.3% | 0.012% | |
| 1/17/2025 | Missouri Trust & Investment Co | 175,247 | $11.30M | 4.0% | +1.4% | 0.087% | |
| 1/13/2025 | First National Bank Sioux Falls | 259,638 | $16.74M | 7.1% | +16.2% | 0.129% | |
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| 1/10/2025 | Fortitude Family Office LLC | 231,975 | $14.96M | 5.3% | +17.4% | 0.115% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,352,017 | $166.59M | 0.0% | -14.5% | 1.170% | |
| 11/14/2024 | Captrust Financial Advisors | 506,240 | $35.86M | 0.1% | +2.0% | 0.252% | |
| 11/14/2024 | Kingfisher Capital LLC | 19,245 | $1.36M | 0.3% | -6.2% | 0.010% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 5,401 | $383K | 0.0% | N/A | 0.003% | |
| 11/13/2024 | Private Trust Co. NA | 1,400 | $99K | 0.0% | -12.1% | 0.001% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 11,147 | $790K | 0.1% | +154.3% | 0.006% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 1,643 | $116K | 0.0% | N/A | 0.001% | |
| 11/8/2024 | Kirtland Hills Capital Management LLC | 11,615 | $823K | 0.4% | N/A | 0.006% | |
| 11/7/2024 | Nixon Peabody Trust Co. | 1,150,815 | $81.51M | 6.8% | +2.6% | 0.573% | |
| 11/7/2024 | MAI Capital Management | 9,066 | $642K | 0.0% | -5.8% | 0.005% | |
| 11/5/2024 | Missouri Trust & Investment Co | 172,903 | $12.25M | 4.3% | +12.0% | 0.086% | |
| 11/5/2024 | FDx Advisors Inc. | 266,148 | $18.85M | 5.1% | -2.4% | 0.132% | |
| 11/5/2024 | Lynx Investment Advisory | 3,200 | $227K | 0.2% | +59.0% | 0.002% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 5,560 | $394K | 0.0% | +20.0% | 0.003% | |
| 11/4/2024 | Arrow Financial Corp | 449,740 | $31.86M | 2.9% | +0.2% | 0.224% | |
| 11/1/2024 | Leavell Investment Management Inc. | 48,307 | $3.42M | 0.2% | +4.0% | 0.024% | |
| 10/30/2024 | United Advisor Group LLC | 10,188 | $722K | 0.2% | +68.0% | 0.005% | |
| 10/29/2024 | First National Bank Sioux Falls | 223,382 | $15.82M | 7.2% | +26.0% | 0.111% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 27,332 | $1.94M | 0.0% | -5.6% | 0.014% | |
| 10/29/2024 | Farther Finance Advisors LLC | 3,520 | $249K | 0.0% | +33.4% | 0.002% | |
| 10/25/2024 | Nicholas Hoffman & Company LLC. | 9,365 | $663K | 0.0% | -15.7% | 0.005% | |
| 10/25/2024 | Fortitude Family Office LLC | 197,579 | $14.00M | 5.5% | -1.0% | 0.098% | |
| 10/24/2024 | Arbor Investment Advisors LLC | 49,270 | $3.49M | 0.5% | -3.4% | 0.025% | |
| 10/24/2024 | Amarillo National Bank | 870,655 | $61.67M | 11.3% | +9.3% | 0.433% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 659,933 | $46.74M | 8.1% | +1.9% | 0.328% | |
| 10/21/2024 | Sky Investment Group LLC | 3,330 | $236K | 0.0% | N/A | 0.002% | |
| 10/18/2024 | Riverview Trust Co | 6,543 | $463K | 0.4% | N/A | 0.003% | |
| 10/2/2024 | American National Bank & Trust | 4,575 | $324K | 0.0% | -5.0% | 0.002% | |
| 8/16/2024 | Nemes Rush Group LLC | 2,476 | $163K | 0.0% | +57.3% | 0.001% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 4,245 | $279K | 0.0% | N/A | 0.002% | |
| 8/15/2024 | Kingfisher Capital LLC | 20,523 | $1.35M | 0.3% | +3.0% | 0.010% | |
| 8/8/2024 | Resolute Advisors LLC | 34,267 | $2.25M | 0.6% | +1.7% | 0.017% | |
| 8/8/2024 | Parallel Advisors LLC | 5,662 | $372K | 0.0% | +2,849.0% | 0.003% | |
| 8/8/2024 | Valley Wealth Managers Inc. | 535 | $35K | 0.0% | N/A | 0.000% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 46,964 | $3.08M | 1.0% | -1.4% | 0.023% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 21,420 | $1.41M | 0.1% | +8.5% | 0.011% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 4,383 | $288K | 0.0% | +14.2% | 0.002% | |
| 8/2/2024 | FDx Advisors Inc. | 272,783 | $17.91M | 4.9% | -3.1% | 0.136% | |
| 8/1/2024 | Summit Financial LLC | 34,079 | $2.24M | 0.1% | N/A | 0.017% | |
| 7/31/2024 | First National Bank Sioux Falls | 177,227 | $11.63M | 6.0% | +11.7% | 0.088% | |
| 7/30/2024 | Arrow Financial Corp | 448,803 | $29.46M | 2.9% | -0.9% | 0.223% | |
| 7/27/2024 | Nixon Peabody Trust Co. | 1,121,534 | $73.62M | 6.5% | +8.5% | 0.558% | |
| 7/26/2024 | Bank of New York Mellon Corp | 211,357 | $13.87M | 0.0% | +43.4% | 0.105% | |
| 7/23/2024 | American National Bank | 4,818 | $316K | 0.0% | +14.5% | 0.002% | |
| 7/20/2024 | First Horizon Advisors Inc. | 9,725 | $638K | 0.0% | +453.8% | 0.005% | |
| 7/17/2024 | Leavell Investment Management Inc. | 46,459 | $3.05M | 0.2% | +36.1% | 0.023% | |
| 7/11/2024 | Amarillo National Bank | 796,377 | $52.27M | 9.9% | +7.3% | 0.396% | |
| 7/10/2024 | Fortitude Family Office LLC | 199,573 | $13.10M | 7.4% | +33.9% | 0.099% | |
| 7/9/2024 | Lynx Investment Advisory | 2,013 | $132K | 0.1% | N/A | 0.001% | |
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| 7/8/2024 | City State Bank | 4,955 | $325K | 0.1% | +16.5% | 0.002% | |
| 5/21/2024 | Arrow Financial Corp | 452,930 | $30.41M | 3.0% | -2.3% | 0.225% | |
| 5/17/2024 | Comerica Bank | 32,430 | $2.18M | 0.0% | -1.2% | 0.016% | |
| 5/16/2024 | Captrust Financial Advisors | 497,178 | $33.38M | 0.1% | +6.1% | 0.247% | |
| 5/13/2024 | Bessemer Group Inc. | 2,142,000 | $143.79M | 0.3% | +2,953.3% | 1.066% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 31,808 | $2.14M | 0.1% | +96.8% | 0.016% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 19,745 | $1.33M | 0.1% | +4.5% | 0.010% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 1,033,823 | $69.40M | 6.4% | N/A | 0.514% | |
| 5/3/2024 | FDx Advisors Inc. | 281,611 | $18.91M | 2.9% | -20.9% | 0.140% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 21,365 | $1.43M | 0.0% | +14.2% | 0.011% | |
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