12/26/2024 | JPMorgan Chase & Co. | 10,532 | $245K | 0.0% | -90.7% | 0.054% | |
11/18/2024 | Sunbelt Securities Inc. | 13,625 | $317K | 0.0% | -18.0% | 0.070% | |
11/15/2024 | Peloton Wealth Strategists | 102,854 | $2.40M | 1.0% | -2.3% | 0.529% | |
11/15/2024 | Integrated Wealth Concepts LLC | 62,533 | $1.46M | 0.0% | -13.3% | 0.322% | |
11/14/2024 | Flow Traders U.S. LLC | 10,031 | $234K | 0.0% | -57.9% | 0.052% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 36,592 | $852K | 0.0% | +1.5% | 0.188% | |
11/4/2024 | Arrow Financial Corp | 124,461 | $2.90M | 0.3% | -38.9% | 0.640% | |
10/25/2024 | Strategic Blueprint LLC | 12,381 | $288K | 0.0% | -27.3% | 0.064% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 15,353 | $358K | 0.1% | -24.6% | 0.079% | |
10/8/2024 | Lbmc Investment Advisors LLC | 80,974 | $1.89M | 0.1% | +0.6% | 0.416% | |
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8/16/2024 | Sunbelt Securities Inc. | 16,625 | $386K | 0.0% | -4.9% | 0.085% | |
8/15/2024 | Peloton Wealth Strategists | 105,329 | $2.45M | 1.0% | -0.5% | 0.542% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 36,043 | $838K | 0.0% | +1.6% | 0.185% | |
7/30/2024 | Arrow Financial Corp | 203,595 | $4.73M | 0.5% | -79.0% | 1.047% | |
7/27/2024 | Strategic Blueprint LLC | 17,025 | $396K | 0.0% | -22.9% | 0.088% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 437,592 | $10.17M | 0.0% | -6.2% | 2.250% | |
7/23/2024 | Exchange Capital Management Inc. | 42,520 | $988K | 0.2% | -2.5% | 0.219% | |
7/18/2024 | Timber Creek Capital Management LLC | 22,972 | $534K | 0.2% | -2.2% | 0.118% | |
7/11/2024 | Lbmc Investment Advisors LLC | 80,481 | $1.87M | 0.2% | +12.7% | 0.414% | |
7/2/2024 | GAMMA Investing LLC | 47,592 | $1.11M | 0.2% | +106.8% | 0.245% | |
5/21/2024 | Arrow Financial Corp | 967,495 | $22.56M | 2.2% | -23.3% | 4.974% | |
5/17/2024 | Comerica Bank | 5,112 | $119K | 0.0% | -49.1% | 0.026% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 17,203 | $401K | 0.1% | -4.8% | 0.085% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 466,636 | $10.88M | 0.0% | +6.9% | 2.293% | |
4/23/2024 | Strategic Blueprint LLC | 22,080 | $515K | 0.0% | -38.1% | 0.109% | |
4/12/2024 | Lbmc Investment Advisors LLC | 71,419 | $1.67M | 0.1% | +74.3% | 0.549% | |
4/5/2024 | GAMMA Investing LLC | 23,019 | $537K | 0.1% | N/A | 0.177% | |
4/3/2024 | Timber Creek Capital Management LLC | 23,477 | $547K | 0.2% | +4.0% | 0.181% | |
2/16/2024 | Peloton Wealth Strategists | 103,750 | $2.41M | 1.0% | +19.4% | 0.798% | |
2/12/2024 | Arrow Financial Corp | 1,261,126 | $29.27M | 3.0% | +16.7% | 9.701% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 436,484 | $10.13M | 0.0% | +955.8% | 3.358% | |
2/8/2024 | Exchange Capital Management Inc. | 43,620 | $1.01M | 0.2% | N/A | 0.336% | |
1/25/2024 | Strategic Blueprint LLC | 35,666 | $828K | 0.1% | N/A | 0.274% | |
1/11/2024 | Timber Creek Capital Management LLC | 22,569 | $524K | 0.2% | +8.9% | 0.174% | |
12/11/2023 | Headinvest LLC | 10,325 | $239K | 0.1% | N/A | 0.079% | |
11/15/2023 | Integrated Wealth Concepts LLC | 85,429 | $1.98M | 0.0% | -2.9% | 0.657% | |
11/14/2023 | Peloton Wealth Strategists | 86,860 | $2.02M | 0.9% | +29.4% | 0.668% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 7,030 | $163K | 0.0% | +103.4% | 0.054% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 41,343 | $959K | 0.0% | +31.1% | 0.318% | |
10/18/2023 | Timber Creek Capital Management LLC | 20,734 | $481K | 0.2% | -3.5% | 0.159% | |
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9/12/2023 | Farther Finance Advisors LLC | 2,547 | $59K | 0.0% | +67.9% | 0.020% | |
8/22/2023 | Asset Dedication LLC | 62,624 | $1.43M | 0.1% | +11.4% | 0.482% | |
8/10/2023 | Peloton Wealth Strategists | 67,135 | $1.55M | 0.7% | +9.1% | 0.520% | |
8/9/2023 | Arrow Financial Corp | 772,228 | $17.82M | 2.2% | +98.7% | 5.986% | |
8/9/2023 | Flow Traders U.S. LLC | 8,720 | $201K | 0.0% | N/A | 0.068% | |
7/20/2023 | Timber Creek Capital Management LLC | 21,495 | $496K | 0.2% | -3.1% | 0.167% | |
7/17/2023 | Lbmc Investment Advisors LLC | 41,069 | $948K | 0.1% | +12.5% | 0.318% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 31,542 | $728K | 0.0% | +6.6% | 0.245% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 3,520 | $81K | 0.0% | N/A | 0.032% | |
5/3/2023 | Arrow Financial Corp | 388,629 | $8.99M | 1.2% | +5,754.6% | 3.533% | |
5/3/2023 | Integrated Wealth Concepts LLC | 127,995 | $2.96M | 0.1% | +22.6% | 1.164% | |
4/25/2023 | Parallel Advisors LLC | 9,841 | $228K | 0.0% | +884.1% | 0.089% | |
4/24/2023 | Asset Dedication LLC | 56,201 | $1.28M | 0.1% | +381.4% | 0.511% | |
4/10/2023 | Lbmc Investment Advisors LLC | 36,519 | $845K | 0.1% | +28.4% | 0.332% | |
4/6/2023 | Timber Creek Capital Management LLC | 22,191 | $513K | 0.2% | -19.6% | 0.213% | |
2/16/2023 | Alpha Financial Partners LLC | 99,825 | $2.27M | 2.7% | N/A | 0.000% | |
2/13/2023 | Integrated Wealth Concepts LLC | 104,440 | $2.37M | 0.1% | +7.3% | 0.000% | |
2/13/2023 | Peloton Wealth Strategists | 28,010 | $636K | 0.3% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 26,851 | $610K | 0.0% | +41.2% | 0.000% | |
2/2/2023 | Arrow Financial Corp | 6,638 | $151K | 0.0% | +7.3% | 0.000% | |
1/23/2023 | Timber Creek Capital Management LLC | 27,585 | $626K | 0.2% | +39.8% | 0.000% | |
1/19/2023 | Asset Dedication LLC | 11,675 | $262K | 0.0% | +137.8% | 0.000% | |
1/10/2023 | Lbmc Investment Advisors LLC | 28,435 | $646K | 0.1% | +38.0% | 0.000% | |
12/28/2022 | Headinvest LLC | 10,175 | $227K | 0.1% | -21.0% | 0.000% | |