| 2/17/2025 | Kaizen Financial Strategies | 5,410 | $579K | 0.3% | +80.3% | 0.698% | |
| 2/17/2025 | Cetera Investment Advisers | 35,713 | $3.82M | 0.0% | -5.1% | 4.608% | |
| 2/17/2025 | Blue Capital Inc. | 21,446 | $2.30M | 1.6% | N/A | 2.767% | |
| 2/17/2025 | Bank of America Corp DE | 16,771 | $1.80M | 0.0% | -19.4% | 2.164% | |
| 2/13/2025 | Raymond James Financial Inc. | 31,998 | $3.43M | 0.0% | N/A | 4.129% | |
| 2/11/2025 | LPL Financial LLC | 97,251 | $10.41M | 0.0% | +268.7% | 12.549% | |
| 2/7/2025 | Wealthfront Advisers LLC | 28,082 | $3.01M | 0.0% | N/A | 3.623% | |
| 2/6/2025 | Raymond James Financial Inc. | 31,998 | $3.43M | 0.0% | N/A | 4.129% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 11,615 | $1.24M | 0.0% | -52.2% | 1.499% | |
| 2/5/2025 | Maia Wealth LLC | 3,210 | $336K | 0.1% | N/A | 0.414% | |
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| 2/3/2025 | RPS Advisory Solutions LLC | 10,891 | $1.17M | 0.7% | N/A | 1.405% | |
| 2/3/2025 | Private Advisor Group LLC | 101,478 | $10.86M | 0.1% | N/A | 13.094% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,911 | $526K | 0.0% | N/A | 0.634% | |
| 1/30/2025 | Roman Butler Fullerton & Co. | 5,168 | $541K | 0.2% | -5.5% | 0.667% | |
| 1/30/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 12,124 | $1.30M | 0.5% | -9.0% | 1.564% | |
| 1/24/2025 | Waldron Private Wealth LLC | 2,474 | $265K | 0.0% | -65.5% | 0.319% | |
| 1/17/2025 | Fiduciary Family Office LLC | 126,479 | $13.54M | 4.0% | N/A | 16.320% | |
| 1/16/2025 | City Holding Co. | 900 | $96K | 0.0% | -12.2% | 0.116% | |
| 1/16/2025 | Liberty One Investment Management LLC | 14,396 | $1.54M | 0.2% | -1.8% | 1.858% | |
| 1/7/2025 | Westwind Capital | 4,900 | $524K | 0.1% | N/A | 0.632% | |
| 10/29/2024 | Roman Butler Fullerton & Co. | 5,467 | $553K | 0.2% | N/A | 0.705% | |
| 10/18/2024 | Raymond James & Associates | 30,958 | $3.12M | 0.0% | -14.4% | 3.995% | |
| 10/16/2024 | New Harbor Financial Group LLC | 128,951 | $12.98M | 3.3% | N/A | 16.639% | |
| 10/9/2024 | Pacific Sun Financial Corp | 2,920 | $294K | 0.2% | -6.1% | 0.377% | |
| 8/22/2024 | Cetera Investment Advisers | 37,519 | $2.90M | 0.0% | +16.1% | 4.841% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 19,831 | $1.53M | 0.0% | -1.2% | 2.559% | |
| 7/30/2024 | International Assets Investment Management LLC | 405 | $31K | 0.0% | N/A | 0.052% | |
| 7/22/2024 | Liberty One Investment Management LLC | 14,967 | $1.16M | 0.1% | +12.4% | 1.931% | |
| 7/19/2024 | Raymond James & Associates | 36,149 | $2.79M | 0.0% | +3.9% | 4.664% | |
| 7/12/2024 | City Holding Co. | 1,025 | $79K | 0.0% | -21.2% | 0.132% | |
| 6/21/2024 | Cape Investment Advisory Inc. | 2,141 | $159K | 0.1% | +29.4% | 0.276% | |
| 5/24/2024 | Cetera Investment Advisers | 32,330 | $2.40M | 0.0% | N/A | 4.172% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 20,082 | $1.49M | 0.0% | -3.4% | 2.591% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 1,408 | $105K | 0.0% | +26.1% | 0.182% | |
| 4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 15,279 | $1.14M | 0.5% | -10.4% | 1.971% | |
| 4/11/2024 | City Holding Co. | 1,300 | $97K | 0.0% | -15.9% | 0.173% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 22,344 | $1.79M | 0.0% | +11.4% | 2.979% | |
| 1/30/2024 | SFI Advisors LLC | 41,088 | $3.29M | 2.8% | N/A | 5.478% | |
| 1/26/2024 | Liberty One Investment Management LLC | 13,513 | $1.08M | 0.1% | -2.3% | 1.802% | |
| 1/23/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 17,056 | $1.36M | 0.7% | -39.2% | 2.274% | |
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| 1/16/2024 | Raymond James & Associates | 34,731 | $2.78M | 0.0% | +6.7% | 4.631% | |
| 11/7/2023 | Cape Investment Advisory Inc. | 1,654 | $117K | 0.1% | +10.9% | 0.221% | |
| 11/3/2023 | Liberty One Investment Management LLC | 13,838 | $982K | 0.1% | -2.1% | 1.845% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 29,489 | $2.09M | 0.0% | N/A | 3.932% | |
| 10/24/2023 | Raymond James & Associates | 32,550 | $2.31M | 0.0% | +48.3% | 4.340% | |
| 10/17/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 28,066 | $1.99M | 1.3% | +2.2% | 3.742% | |
| 10/17/2023 | Financial Services Advisory Inc | 10,909 | $774K | 0.4% | N/A | 1.455% | |
| 10/13/2023 | City Holding Co. | 1,545 | $110K | 0.0% | -16.7% | 0.206% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 20,827 | $1.62M | 0.0% | -1.6% | 2.777% | |
| 8/10/2023 | Private Advisor Group LLC | 3,358 | $261K | 0.0% | -17.0% | 0.448% | |
| 8/4/2023 | Liberty One Investment Management LLC | 14,136 | $1.10M | 0.1% | +3.9% | 1.885% | |
| 7/31/2023 | LPL Financial LLC | 36,558 | $2.84M | 0.0% | +6.2% | 4.570% | |
| 7/31/2023 | Lindbrook Capital LLC | 772 | $60K | 0.0% | N/A | 0.097% | |
| 7/25/2023 | Raymond James & Associates | 21,948 | $1.70M | 0.0% | -1.5% | 2.744% | |
| 7/14/2023 | IMC Chicago LLC | 23,609 | $1.83M | 0.0% | +94.5% | 2.951% | |
| 7/14/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 27,472 | $2.13M | 1.4% | -6.0% | 3.434% | |
| 7/12/2023 | Pacific Sun Financial Corp | 3,455 | $280K | 0.2% | N/A | 0.432% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 2,550 | $207K | 0.0% | N/A | 0.311% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 18,598 | $1.51M | 0.0% | +292.9% | 2.268% | |
| 5/10/2023 | Private Advisor Group LLC | 4,046 | $328K | 0.0% | N/A | 0.493% | |
| 5/10/2023 | LPL Financial LLC | 34,420 | $2.79M | 0.0% | +13.9% | 4.198% | |
| 5/5/2023 | Assetmark Inc. | 531 | $43K | 0.0% | -72.5% | 0.065% | |
| 5/1/2023 | Money Concepts Capital Corp | 287,918 | $10.54M | 0.6% | +2,001.1% | 35.112% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 2,457 | $195K | 0.0% | -48.3% | 0.300% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 11,822 | $958K | 0.1% | N/A | 1.442% | |
| 4/24/2023 | IMC Chicago LLC | 12,139 | $984K | 0.0% | N/A | 1.480% | |
| 4/19/2023 | Brookstone Capital Management | 3,017 | $236K | 0.0% | N/A | 0.343% | |
| 4/14/2023 | Raymond James & Associates | 22,278 | $1.81M | 0.0% | -1.1% | 2.532% | |
| 4/12/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 29,233 | $2.37M | 1.6% | +0.8% | 3.322% | |
| 2/10/2023 | Ameritas Advisory Services LLC | 4,752 | $388K | 0.0% | +50.0% | 0.540% | |
| 2/10/2023 | Assetmark Inc. | 1,933 | $158K | 0.0% | +14.6% | 0.220% | |
| 2/8/2023 | Raymond James & Associates | 22,517 | $1.84M | 0.0% | -8.1% | 2.559% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 21,036 | $1.72M | 0.0% | -2.4% | 2.390% | |
| 2/7/2023 | LPL Financial LLC | 30,221 | $2.47M | 0.0% | +10.1% | 3.434% | |
| 2/1/2023 | Great Valley Advisor Group Inc. | 10,833 | $885K | 0.0% | N/A | 1.231% | |
| 1/30/2023 | Welch Group LLC | 8,615 | $703K | 0.0% | N/A | 0.979% | |
| 1/25/2023 | AJ Wealth Strategies LLC | 3,526 | $288K | 0.0% | N/A | 0.401% | |
| 1/20/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 28,993 | $2.37M | 1.6% | +1.0% | 3.295% | |
| 11/16/2022 | Liberty One Investment Management LLC | 13,360 | $1.03M | 0.2% | -1.2% | 1.670% | |
| 11/10/2022 | Tower Research Capital LLC TRC | 5,784 | $444K | 0.0% | -2.4% | 0.771% | |
| 11/1/2022 | Assetmark Inc. | 1,687 | $130K | 0.0% | -27.9% | 0.225% | |
| 11/1/2022 | Prestige Wealth Management Group LLC | 1,046 | $80K | 0.0% | N/A | 0.139% | |
| 10/27/2022 | Money Concepts Capital Corp | 13,438 | $1.03M | 0.1% | +19,956.7% | 1.792% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 24,002 | $1.84M | 0.0% | N/A | 3.200% | |
| 10/17/2022 | Farmers & Merchants Trust Co of Chambersburg PA | 28,710 | $2.21M | 1.7% | +1.7% | 3.828% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 4,617 | $355K | 0.0% | N/A | 0.616% | |
| 8/3/2022 | Assetmark Inc. | 2,339 | $182K | 0.0% | N/A | 0.334% | |
| 8/1/2022 | Liberty One Investment Management LLC | 13,528 | $1.38M | 0.2% | +3.2% | 1.933% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 21,661 | $1.68M | 0.0% | -2.6% | 3.094% | |
| 7/18/2022 | Farmers & Merchants Trust Co of Chambersburg PA | 28,219 | $2.20M | 1.6% | +5.9% | 4.031% | |
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| 7/8/2022 | City Holding Co. | 2,205 | $171K | 0.0% | -9.4% | 0.315% | |
| 5/10/2022 | Advisors Capital Management LLC | 5,743 | $533K | 0.0% | -93.1% | 0.605% | |
| 5/4/2022 | Ameritas Advisory Services LLC | 3,203 | $297K | 0.0% | -17.6% | 0.337% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 22,239 | $2.06M | 0.0% | -0.9% | 2.341% | |
| 4/19/2022 | IMC Chicago LLC | 26,904 | $2.50M | 0.0% | N/A | 2.832% | |
| 4/14/2022 | Farmers & Merchants Trust Co of Chambersburg PA | 26,656 | $2.47M | 1.6% | +3.2% | 2.806% | |
| 2/10/2022 | Private Advisor Group LLC | 2,490 | $253K | 0.0% | +15.7% | 0.311% | |
| 2/8/2022 | Raymond James & Associates | 7,336 | $746K | 0.0% | +66.6% | 0.917% | |
| 2/8/2022 | Blue Chip Partners Inc. | 1,477 | $150K | 0.0% | N/A | 0.185% | |
| 2/7/2022 | Ameritas Advisory Services LLC | 3,885 | $395K | 0.0% | N/A | 0.486% | |
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