5/17/2024 | Comerica Bank | 4,911 | $114K | 0.0% | +278.1% | 0.117% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 9,170 | $213K | 0.0% | N/A | 0.218% | |
5/2/2024 | First Command Advisory Services Inc. | 1,961 | $46K | 0.0% | N/A | 0.047% | |
4/30/2024 | Commonwealth Equity Services LLC | 33,783 | $785K | 0.0% | +7.3% | 0.804% | |
4/23/2024 | Precedent Wealth Partners LLC | 50,131 | $1.17M | 0.5% | +28.4% | 1.194% | |
4/18/2024 | Silverlake Wealth Management LLC | 11,095 | $258K | 0.1% | N/A | 0.264% | |
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4/16/2024 | Atlantic Union Bankshares Corp | 66,237 | $1.54M | 0.1% | +5.8% | 1.577% | |
4/16/2024 | Tlwm | 11,349 | $264K | 0.1% | +5.8% | 0.270% | |
4/12/2024 | CGN Advisors LLC | 63,927 | $1.49M | 0.2% | -32.7% | 1.522% | |
4/10/2024 | Sterling Financial Group Inc. | 86,634 | $2.01M | 1.0% | +208.5% | 2.221% | |
4/1/2024 | Confluence Investment Management LLC | 125,525 | $2.92M | 0.0% | N/A | 3.804% | |
3/22/2024 | Cooksen Wealth LLC | 15,203 | $357K | 0.4% | N/A | 0.461% | |
2/16/2024 | Hobbs Group Advisors LLC | 26,309 | $618K | 0.3% | N/A | 0.797% | |
2/9/2024 | D.A. Davidson & CO. | 59,407 | $1.40M | 0.0% | -16.8% | 1.800% | |
2/9/2024 | Wells Fargo & Company MN | 285,889 | $6.72M | 0.0% | -27.3% | 8.663% | |
2/8/2024 | Beacon Pointe Advisors LLC | 15,471 | $363K | 0.0% | N/A | 0.469% | |
2/7/2024 | Hills Bank & Trust Co | 236,215 | $5.55M | 0.5% | +124.9% | 7.158% | |
2/6/2024 | Private Advisor Group LLC | 15,587 | $366K | 0.0% | N/A | 0.472% | |
2/2/2024 | Addison Advisors LLC | 13,255 | $311K | 0.1% | -9.2% | 0.402% | |
1/31/2024 | Key Financial Inc | 80,739 | $1.90M | 0.5% | +17.8% | 2.447% | |
1/30/2024 | Avior Wealth Management LLC | 27,920 | $656K | 0.0% | +141.6% | 0.846% | |
1/19/2024 | Atlantic Union Bankshares Corp | 62,608 | $1.47M | 0.1% | +31.4% | 2.236% | |
1/18/2024 | Precedent Wealth Partners LLC | 39,051 | $918K | 0.5% | N/A | 1.395% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,506 | $388K | 0.0% | +5.7% | 0.590% | |
1/16/2024 | Raymond James & Associates | 8,894 | $209K | 0.0% | N/A | 0.318% | |
1/16/2024 | Valicenti Advisory Services Inc. | 8,525 | $200K | 0.1% | N/A | 0.304% | |
1/9/2024 | Tlwm | 10,722 | $252K | 0.1% | N/A | 0.397% | |
1/8/2024 | Horizons Wealth Management | 19,049 | $448K | 0.3% | +301.2% | 0.706% | |
1/5/2024 | CGN Advisors LLC | 94,986 | $2.23M | 0.3% | +5.3% | 3.518% | |
11/13/2023 | Asset Dedication LLC | 23,528 | $521K | 0.0% | +2.3% | 0.980% | |
11/8/2023 | D.A. Davidson & CO. | 71,444 | $1.58M | 0.0% | +8.5% | 2.977% | |
11/7/2023 | Addison Advisors LLC | 14,595 | $323K | 0.1% | +25.5% | 0.608% | |
10/26/2023 | Hills Bank & Trust Co | 105,044 | $2.32M | 0.3% | N/A | 4.567% | |
10/23/2023 | Commonwealth Equity Services LLC | 20,039 | $443K | 0.0% | +11.3% | 0.911% | |
10/20/2023 | Atlantic Union Bankshares Corp | 47,652 | $1.05M | 0.1% | +15.6% | 2.166% | |
10/19/2023 | Sterling Financial Group Inc. | 28,083 | $621K | 0.4% | +18.9% | 1.277% | |
10/17/2023 | Avior Wealth Management LLC | 11,554 | $256K | 0.0% | +6.3% | 0.525% | |
10/13/2023 | CGN Advisors LLC | 90,214 | $2.00M | 0.3% | +7.5% | 4.101% | |
10/12/2023 | Horizons Wealth Management | 4,748 | $105K | 0.1% | +65.1% | 0.216% | |
9/7/2023 | Sterling Financial Group Inc. | 23,613 | $543K | 0.4% | +83.0% | 1.124% | |
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8/22/2023 | Asset Dedication LLC | 23,005 | $528K | 0.0% | +25.4% | 1.095% | |
8/11/2023 | D.A. Davidson & CO. | 65,822 | $1.51M | 0.0% | +24.0% | 3.134% | |
8/8/2023 | Wrapmanager Inc. | 13,531 | $311K | 0.1% | -10.6% | 0.644% | |
8/3/2023 | Addison Advisors LLC | 11,630 | $267K | 0.1% | N/A | 0.554% | |
8/2/2023 | Bank of Montreal Can | 2,126 | $49K | 0.0% | N/A | 0.101% | |
8/1/2023 | Cookson Peirce & Co. Inc. | 9,953 | $229K | 0.0% | N/A | 0.474% | |
7/31/2023 | LPL Financial LLC | 47,598 | $1.09M | 0.0% | +27.8% | 2.267% | |
7/28/2023 | Key Financial Inc | 68,529 | $1.58M | 0.5% | +396.6% | 3.263% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 15,619 | $359K | 0.0% | N/A | 0.744% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 10,867 | $250K | 0.0% | +27.2% | 0.517% | |
7/11/2023 | Atlantic Union Bankshares Corp | 41,210 | $947K | 0.1% | +122.9% | 1.962% | |
7/10/2023 | CGN Advisors LLC | 83,885 | $1.93M | 0.3% | +7.2% | 3.995% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 8,545 | $200K | 0.0% | N/A | 0.407% | |
5/3/2023 | Savant Capital LLC | 15,489 | $362K | 0.0% | N/A | 0.738% | |
5/2/2023 | Key Financial Inc | 13,800 | $323K | 0.1% | N/A | 0.657% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 2,930 | $69K | 0.0% | -86.9% | 0.140% | |
4/25/2023 | D.A. Davidson & CO. | 53,090 | $1.24M | 0.0% | +35.9% | 2.528% | |
4/24/2023 | Asset Dedication LLC | 18,350 | $427K | 0.0% | +7.2% | 0.874% | |
4/11/2023 | Massmutual Trust Co. FSB ADV | 41,136 | $962K | 0.0% | +95.4% | 1.959% | |
4/4/2023 | CGN Advisors LLC | 78,287 | $1.83M | 0.3% | +31.8% | 3.728% | |
4/4/2023 | Confluence Investment Management LLC | 13,099 | $306K | 0.0% | -65.3% | 0.624% | |
2/9/2023 | Atlantic Union Bankshares Corp | 18,695 | $428K | 0.0% | N/A | 0.890% | |
2/8/2023 | UBS Group AG | 6,750 | $155K | 0.0% | -55.3% | 0.321% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 22,376 | $512K | 0.0% | +663.7% | 1.066% | |
2/7/2023 | LPL Financial LLC | 33,941 | $777K | 0.0% | +126.3% | 1.616% | |
2/7/2023 | Envestnet Asset Management Inc. | 14,588 | $334K | 0.0% | N/A | 0.695% | |
2/6/2023 | Wrapmanager Inc. | 15,385 | $352K | 0.1% | +23.8% | 0.733% | |
2/3/2023 | D.A. Davidson & CO. | 39,070 | $895K | 0.0% | N/A | 1.860% | |
1/31/2023 | Cookson Peirce & Co. Inc. | 9,878 | $226K | 0.0% | +4.5% | 0.470% | |
1/24/2023 | Royal Harbor Partners LLC | 18,167 | $416K | 0.3% | -17.3% | 0.956% | |
1/19/2023 | Asset Dedication LLC | 17,121 | $391K | 0.0% | +51.7% | 0.901% | |
1/9/2023 | CGN Advisors LLC | 59,410 | $1.36M | 0.2% | +43.1% | 3.301% | |
1/6/2023 | Massmutual Trust Co. FSB ADV | 21,053 | $482K | 0.0% | -2.5% | 1.170% | |
1/4/2023 | Confluence Investment Management LLC | 37,699 | $863K | 0.0% | -60.0% | 3.770% | |
1/3/2023 | Horizons Wealth Management | 2,876 | $66K | 0.1% | N/A | 0.288% | |
11/14/2022 | Equitable Holdings Inc. | 25,365 | $557K | 0.0% | N/A | 2.537% | |
11/8/2022 | Cookson Peirce & Co. Inc. | 9,452 | $207K | 0.0% | -29.4% | 0.945% | |
11/8/2022 | Lmcg Investments LLC | 74,233 | $1.63M | 0.1% | N/A | 7.423% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 2,930 | $64K | 0.0% | -79.8% | 0.366% | |
10/27/2022 | Asset Dedication LLC | 11,285 | $249K | 0.0% | +17.8% | 1.411% | |
10/18/2022 | CGN Advisors LLC | 41,521 | $911K | 0.2% | +16.8% | 5.190% | |
10/13/2022 | FOCUS Wealth Advisors LLC | 11,888 | $261K | 0.2% | N/A | 1.486% | |
10/7/2022 | Massmutual Trust Co. FSB ADV | 21,597 | $474K | 0.0% | N/A | 2.700% | |
10/3/2022 | Confluence Investment Management LLC | 94,257 | $2.07M | 0.0% | -19.4% | 11.782% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 16,524 | $379K | 0.0% | +9.5% | 2.066% | |
7/27/2022 | Garrett Investment Advisors LLC | 35,535 | $815K | 0.2% | N/A | 4.442% | |
7/20/2022 | Cookson Peirce & Co. Inc. | 13,391 | $307K | 0.0% | -6.5% | 1.674% | |
7/19/2022 | Asset Dedication LLC | 9,581 | $219K | 0.0% | -12.0% | 1.198% | |
7/6/2022 | Confluence Investment Management LLC | 116,874 | $2.68M | 0.0% | +22.0% | 14.609% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 15,094 | $363K | 0.0% | +4.8% | 1.887% | |
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5/4/2022 | Advisor Group Holdings Inc. | 20,020 | $481K | 0.0% | +24.1% | 2.503% | |
5/3/2022 | Cookson Peirce & Co. Inc. | 14,325 | $345K | 0.0% | -4.2% | 1.791% | |
4/21/2022 | Asset Dedication LLC | 10,893 | $262K | 0.0% | +48.7% | 1.556% | |
4/4/2022 | Confluence Investment Management LLC | 95,785 | $2.30M | 0.0% | +17.1% | 13.684% | |
2/7/2022 | Wrapmanager Inc. | 12,942 | $338K | 0.1% | N/A | 1.849% | |
2/3/2022 | Advisor Group Holdings Inc. | 16,136 | $422K | 0.0% | +116.7% | 2.305% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 14,401 | $376K | 0.0% | +30.7% | 2.057% | |
1/31/2022 | Cookson Peirce & Co. Inc. | 14,953 | $391K | 0.0% | +35.1% | 2.136% | |
1/21/2022 | Asset Dedication LLC | 7,325 | $189K | 0.0% | +93.8% | 1.046% | |
1/4/2022 | Confluence Investment Management LLC | 81,775 | $2.14M | 0.0% | +2.8% | 13.629% | |