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% | |
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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% | |
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% | |
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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% | |
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% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,667 | $170K | 0.0% | -33.1% | 0.208% | |
1/31/2022 | Commonwealth Equity Services LLC | 22,434 | $2.28M | 0.0% | -6.2% | 2.804% | |
1/28/2022 | Arrow Financial Corp | 570 | $58K | 0.0% | -26.0% | 0.071% | |
1/25/2022 | Farmers & Merchants Trust Co of Chambersburg PA | 25,820 | $2.63M | 1.7% | +1.2% | 3.228% | |
1/20/2022 | Parallel Advisors LLC | 350 | $36K | 0.0% | -50.0% | 0.044% | |
11/16/2021 | Cetera Advisors LLC | 2,654 | $253K | 0.0% | N/A | 0.332% | |
11/16/2021 | LPL Financial LLC | 58,569 | $5.59M | 0.0% | +124.7% | 7.321% | |
11/15/2021 | Pacific Sun Financial Corp | 3,480 | $332K | 0.2% | N/A | 0.435% | |
11/12/2021 | Ameritas Investment Company LLC | 4,112 | $392K | 0.0% | +131.3% | 0.514% | |
11/12/2021 | Assetmark Inc. | 885 | $84K | 0.0% | +631.4% | 0.111% | |
11/12/2021 | First Republic Investment Management Inc. | 4,318 | $412K | 0.0% | -47.0% | 0.540% | |
11/10/2021 | Institutional & Family Asset Management LLC | 281 | $27K | 0.0% | -47.8% | 0.035% | |
11/9/2021 | Geneos Wealth Management Inc. | 6,056 | $582K | 0.0% | N/A | 0.757% | |
11/5/2021 | IMC Chicago LLC | 22,402 | $2.14M | 0.0% | +110.9% | 2.800% | |
11/5/2021 | Sargent Bickham Lagudis LLC | 269 | $26K | 0.0% | -31.0% | 0.034% | |
11/5/2021 | Advisor Group Holdings Inc. | 2,491 | $239K | 0.0% | -41.4% | 0.311% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 2,270 | $217K | 0.0% | -81.5% | 0.284% | |
11/2/2021 | Raymond James & Associates | 4,404 | $420K | 0.0% | N/A | 0.551% | |
11/2/2021 | Benjamin F. Edwards & Company Inc. | 291 | $28K | 0.0% | -27.6% | 0.036% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 2,671 | $255K | 0.0% | -40.7% | 0.334% | |
10/29/2021 | Commonwealth Equity Services LLC | 23,926 | $2.28M | 0.0% | -15.3% | 2.991% | |
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10/22/2021 | Farmers & Merchants Trust Co of Chambersburg PA | 25,515 | $2.43M | 1.8% | -4.8% | 3.093% | |
10/21/2021 | Arrow Financial Corp | 770 | $74K | 0.0% | -28.0% | 0.093% | |
10/20/2021 | Liberty One Investment Management LLC | 13,098 | $1.25M | 0.2% | -3.2% | 1.588% | |
10/15/2021 | City Holding Co. | 2,485 | $237K | 0.0% | -10.8% | 0.301% | |
10/14/2021 | Private Advisor Group LLC | 2,153 | $205K | 0.0% | N/A | 0.261% | |
8/17/2021 | Citadel Advisors LLC | 21,911 | $2.24M | 0.0% | +0.8% | 2.656% | |
8/16/2021 | Ameritas Investment Company LLC | 1,778 | $472K | 0.0% | N/A | 0.216% | |
8/16/2021 | Bank of America Corp DE | 27,147 | $2.78M | 0.0% | +12.0% | 3.291% | |
8/16/2021 | Morgan Stanley | 76,477 | $7.82M | 0.0% | -1.5% | 9.270% | |
8/16/2021 | Goldman Sachs Group Inc. | 22,967 | $2.35M | 0.0% | N/A | 2.784% | |