| 8/4/2025 | Flagship Harbor Advisors LLC | 271,989 | $5.95M | 0.3% | +8.0% | 4.044% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 689,953 | $15.09M | 1.8% | +1.3% | 10.260% | |
| 7/25/2025 | MGO One Seven LLC | 221,718 | $4.85M | 0.2% | +7.0% | 3.297% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,982 | $306K | 0.0% | N/A | 0.209% | |
| 5/19/2025 | Jane Street Group LLC | 39,504 | $865K | 0.0% | N/A | 0.648% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,982 | $306K | 0.0% | N/A | 0.229% | |
| 5/16/2025 | NewEdge Advisors LLC | 39,475 | $864K | 0.0% | +1,917.1% | 0.647% | |
| 5/14/2025 | Kestra Advisory Services LLC | 460,844 | $10.09M | 0.0% | N/A | 7.555% | |
| 5/13/2025 | HighTower Advisors LLC | 989,588 | $21.66M | 0.0% | +424.5% | 16.223% | |
| 5/12/2025 | Benjamin Edwards Inc. | 14,500 | $317K | 0.0% | N/A | 0.238% | |
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| 5/8/2025 | MGO One Seven LLC | 207,208 | $4.54M | 0.2% | -20.6% | 3.397% | |
| 5/7/2025 | LPL Financial LLC | 458,357 | $10.03M | 0.0% | +184.9% | 7.514% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 333,991 | $7.31M | 0.3% | N/A | 5.475% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 17,875 | $391K | 0.1% | +5.0% | 0.314% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 230,065 | $5.04M | 3.3% | +1.2% | 4.036% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,384 | $359K | 0.0% | -19.9% | 0.287% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 18,736 | $410K | 0.0% | +10.0% | 0.329% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 251,837 | $5.51M | 0.3% | +9.7% | 4.418% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 681,260 | $14.91M | 1.9% | +0.3% | 11.952% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,150 | $25K | 0.0% | N/A | 0.020% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 332,283 | $7.27M | 5.0% | +44.1% | 5.830% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 227,403 | $4.89M | 3.3% | +19.8% | 6.497% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 227,403 | $4.89M | 3.6% | +19.8% | 6.497% | |
| 2/17/2025 | Citadel Advisors LLC | 15,919 | $342K | 0.0% | N/A | 0.804% | |
| 2/14/2025 | The Manufacturers Life Insurance Company | 1,238,497 | $26.62M | 0.0% | -17.6% | 62.550% | |
| 2/14/2025 | MGO One Seven LLC | 260,879 | $5.61M | 0.2% | N/A | 13.176% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,029 | $366K | 0.0% | N/A | 0.860% | |
| 2/11/2025 | LPL Financial LLC | 160,902 | $3.46M | 0.0% | +202.4% | 8.126% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 164,851 | $3.54M | 0.0% | +220.4% | 8.326% | |
| 2/7/2025 | HighTower Advisors LLC | 188,663 | $4.05M | 0.0% | N/A | 9.528% | |
| 2/4/2025 | Cabot Wealth Management Inc. | 678,917 | $14.59M | 1.9% | -0.8% | 34.289% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 17,029 | $366K | 0.1% | N/A | 0.860% | |
| 1/22/2025 | FFG Retirement Advisors LLC | 230,579 | $4.96M | 3.2% | N/A | 11.645% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 229,562 | $4.93M | 0.3% | +32.1% | 11.594% | |
| 12/6/2024 | Fidelity D & D Bancorp Inc. | 189,766 | $4.24M | 2.8% | +16.7% | 9.584% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 1,503,487 | $33.60M | 0.0% | -4.1% | 75.934% | |
| 10/16/2024 | Nottingham Advisors Inc. | 11,690 | $261K | 0.0% | N/A | 0.590% | |
| 10/15/2024 | Cabot Wealth Management Inc. | 684,737 | $15.30M | 1.9% | +10.3% | 34.583% | |
| 8/21/2024 | Granite Bay Wealth Management LLC | 472,064 | $10.08M | 0.3% | N/A | 23.842% | |
| 8/6/2024 | Fidelity D & D Bancorp Inc. | 162,578 | $3.50M | 2.6% | +19.5% | 8.211% | |
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| 7/31/2024 | Commonwealth Equity Services LLC | 45,847 | $986K | 0.0% | +216.4% | 2.316% | |
| 7/15/2024 | Granite Bay Wealth Management LLC | 472,064 | $10.08M | 0.1% | N/A | 23.842% | |
| 7/12/2024 | Cabot Wealth Management Inc. | 620,870 | $13.35M | 1.7% | +1.1% | 31.357% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 16,784 | $361K | 0.0% | +19.0% | 0.848% | |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 136,100 | $2.94M | 2.2% | +9.0% | 7.052% | |
| 2/13/2024 | The Manufacturers Life Insurance Company | 1,943,493 | $42.35M | 0.0% | +43.9% | 155.479% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 14,099 | $307K | 0.0% | N/A | 1.128% | |
| 1/12/2024 | Fidelity D & D Bancorp Inc. | 124,875 | $2.72M | 2.1% | +12.3% | 9.990% | |
| 11/30/2023 | Fidelity D & D Bancorp Inc. | 111,240 | $2.30M | 2.4% | N/A | 8.899% | |
| 8/11/2023 | The Manufacturers Life Insurance Company | 1,350,137 | $29.05M | 0.0% | -4.0% | 108.011% | |
| 7/13/2023 | Key Client Fiduciary Advisors LLC | 10,405 | $224K | 0.1% | N/A | 0.846% | |
| 7/13/2023 | Cabot Wealth Management Inc. | 471,228 | $10.14M | 1.5% | +5.2% | 38.311% | |
| 4/20/2023 | Cabot Wealth Management Inc. | 447,786 | $9.71M | 1.5% | +26.6% | 36.405% | |
| 2/13/2023 | The Manufacturers Life Insurance Company | 1,436,130 | $30.42M | 0.0% | -2.0% | 127.091% | |
| 1/31/2023 | Cabot Wealth Management Inc. | 353,592 | $7.49M | 1.3% | +4.7% | 31.291% | |
| 11/3/2022 | The Manufacturers Life Insurance Company | 1,466,000 | $31.29M | 0.0% | -0.7% | 129.735% | |
| 10/19/2022 | Cabot Wealth Management Inc. | 337,748 | $7.21M | 1.2% | +6.7% | 29.889% | |
| 8/1/2022 | Cabot Wealth Management Inc. | 316,564 | $7.06M | 1.1% | N/A | 28.779% | |
| 11/12/2021 | The Manufacturers Life Insurance Company | 1,580,000 | $39.44M | 0.0% | N/A | 197.500% | |
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