| 2/17/2025 | Investor s Fiduciary Advisor Network LLC | 12,489 | $295K | 0.1% | N/A | 0.316% | |
| 2/17/2025 | Fairview Capital Investment Management LLC | 13,800 | $327K | 0.0% | +7.4% | 0.349% | |
| 2/17/2025 | Cetera Investment Advisers | 10,717 | $254K | 0.0% | +4.9% | 0.271% | |
| 2/17/2025 | Bank of America Corp DE | 14,500 | $344K | 0.0% | +15.1% | 0.367% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 12,852 | $305K | 0.0% | +972.8% | 0.325% | |
| 2/14/2025 | Jane Street Group LLC | 27,643 | $655K | 0.0% | -21.4% | 0.700% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 14,981 | $355K | 0.0% | +16.3% | 0.379% | |
| 2/13/2025 | Rossby Financial LCC | 179,166 | $4.25M | 2.6% | N/A | 4.536% | |
| 2/13/2025 | Raymond James Financial Inc. | 25,146 | $596K | 0.0% | N/A | 0.637% | |
| 2/12/2025 | Nottingham Advisors Inc. | 13,586 | $322K | 0.0% | -13.3% | 0.344% | |
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| 2/12/2025 | Financial Engines Advisors L.L.C. | 167,868 | $3.98M | 0.0% | +22.3% | 4.250% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 10,601 | $251K | 0.0% | -22.4% | 0.268% | |
| 2/11/2025 | LPL Financial LLC | 590,977 | $14.01M | 0.0% | +4.2% | 14.961% | |
| 2/10/2025 | Flagship Wealth Advisors LLC | 1,206 | $29K | 0.0% | N/A | 0.031% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,533 | $629K | 0.0% | +18.1% | 0.672% | |
| 2/10/2025 | Smart Portfolios LLC | 27,606 | $654K | 0.7% | N/A | 0.699% | |
| 2/7/2025 | Natural Investments LLC | 55,675 | $1.32M | 0.4% | N/A | 1.409% | |
| 2/6/2025 | Raymond James Financial Inc. | 25,146 | $596K | 0.0% | N/A | 0.637% | |
| 2/6/2025 | Assetmark Inc. | 2,700 | $64K | 0.0% | N/A | 0.068% | |
| 2/5/2025 | Noble Wealth Management PBC | 2,050 | $49K | 0.0% | N/A | 0.052% | |
| 2/5/2025 | Private Trust Co. NA | 2,943 | $70K | 0.0% | N/A | 0.075% | |
| 2/5/2025 | Verus Capital Partners LLC | 9,007 | $213K | 0.0% | +8.6% | 0.228% | |
| 2/4/2025 | Abound Financial LLC | 18,097 | $429K | 0.2% | N/A | 0.458% | |
| 1/30/2025 | Vontobel Holding Ltd. | 26,767 | $634K | 0.0% | +3.2% | 0.678% | |
| 1/28/2025 | Golden State Wealth Management LLC | 16,615 | $394K | 0.1% | N/A | 0.421% | |
| 1/24/2025 | Golden State Equity Partners | 13,303 | $315K | 0.1% | -14.8% | 0.337% | |
| 1/22/2025 | PFG Investments LLC | 457,677 | $10.85M | 0.7% | +18.3% | 11.587% | |
| 1/21/2025 | Neumann Capital Management LLC | 28,450 | $674K | 0.2% | -3.4% | 0.720% | |
| 1/16/2025 | Capital Wealth Management LLC | 15,169 | $360K | 0.2% | N/A | 0.384% | |
| 1/15/2025 | First Pacific Financial | 10,405 | $247K | 0.1% | +46.2% | 0.263% | |
| 1/13/2025 | Clean Yield Group | 42,211 | $1M | 0.3% | -3.9% | 1.069% | |
| 11/15/2024 | Jane Street Group LLC | 35,176 | $863K | 0.0% | -31.2% | 0.891% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 1,198 | $29K | 0.0% | N/A | 0.030% | |
| 10/25/2024 | Golden State Equity Partners | 12,507 | $307K | 0.1% | -3.3% | 0.317% | |
| 10/24/2024 | PFG Investments LLC | 386,926 | $9.50M | 0.6% | +69.1% | 9.796% | |
| 10/23/2024 | Allworth Financial LP | 1,159 | $28K | 0.0% | +125.5% | 0.029% | |
| 10/23/2024 | CWC Advisors LLC. | 10,056 | $247K | 0.2% | N/A | 0.255% | |
| 10/16/2024 | Nottingham Advisors Inc. | 15,679 | $385K | 0.0% | +10.0% | 0.397% | |
| 10/16/2024 | Vontobel Holding Ltd. | 25,943 | $637K | 0.0% | +3.4% | 0.657% | |
| 10/11/2024 | Creative Planning | 13,039 | $320K | 0.0% | +16.5% | 0.330% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
| 10/11/2024 | Wesbanco Bank Inc. | 18,260 | $448K | 0.0% | -4.0% | 0.462% | |
| 10/8/2024 | Clean Yield Group | 43,919 | $1.08M | 0.3% | -11.7% | 1.112% | |
| 8/8/2024 | American Financial & Tax Strategies Inc. | 11,687 | $276K | 0.1% | N/A | 0.296% | |
| 8/7/2024 | PFG Investments LLC | 228,875 | $5.41M | 0.4% | +1.8% | 5.794% | |
| 8/2/2024 | Larson Financial Group LLC | 3,000 | $71K | 0.0% | N/A | 0.076% | |
| 8/1/2024 | Verus Capital Partners LLC | 7,883 | $186K | 0.0% | -10.9% | 0.200% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 24,112 | $570K | 0.0% | -7.1% | 0.610% | |
| 7/20/2024 | First Pacific Financial | 7,049 | $167K | 0.0% | -19.1% | 0.178% | |
| 7/11/2024 | Canandaigua National Bank & Trust Co. | 34,896 | $825K | 0.1% | N/A | 0.883% | |
| 7/10/2024 | Albion Financial Group UT | 41,038 | $970K | 0.1% | +1.2% | 1.039% | |
| 7/10/2024 | Clean Yield Group | 49,765 | $1.18M | 0.4% | -6.1% | 1.260% | |
| 5/29/2024 | Clean Yield Group | 52,971 | $1.26M | 0.5% | -3.9% | 1.341% | |
| 5/8/2024 | Neumann Capital Management LLC | 27,600 | $655K | 0.2% | +3.8% | 0.699% | |
| 5/7/2024 | Verus Capital Partners LLC | 8,851 | $210K | 0.0% | N/A | 0.224% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 12,189 | $289K | 0.0% | +4.7% | 0.309% | |
| 5/3/2024 | Etfidea LLC | 8,640 | $205K | 0.1% | -21.3% | 0.219% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 25,964 | $616K | 0.0% | -8.3% | 0.657% | |
| 4/24/2024 | First Pacific Financial | 8,715 | $207K | 0.1% | +8.4% | 0.221% | |
| 4/22/2024 | PFG Investments LLC | 224,815 | $5.34M | 0.3% | N/A | 5.692% | |
| 4/19/2024 | Albion Financial Group UT | 40,546 | $962K | 0.1% | +9.4% | 1.248% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 9,552 | $227K | 0.1% | N/A | 0.294% | |
| 2/14/2024 | Retirement Capital Strategies | 24,442 | $582K | 0.3% | -4.3% | 0.752% | |
| 2/9/2024 | Congress Wealth Management LLC DE | 13,653 | $325K | 0.0% | +10.4% | 0.420% | |
| 2/2/2024 | Golden State Equity Partners | 16,819 | $401K | 0.1% | -21.7% | 0.518% | |
| 1/30/2024 | Vontobel Holding Ltd. | 31,497 | $751K | 0.0% | +2.0% | 0.969% | |
| 1/29/2024 | Nottingham Advisors Inc. | 13,864 | $330K | 0.0% | +4.4% | 0.427% | |
| 1/29/2024 | Moneywise Inc. | 12,817 | $305K | 0.2% | +6.4% | 0.394% | |
| 1/29/2024 | Perigon Wealth Management LLC | 16,304 | $389K | 0.0% | +11.9% | 0.502% | |
| 1/24/2024 | Allworth Financial LP | 1,704 | $41K | 0.0% | -80.4% | 0.052% | |
| 1/24/2024 | Clean Yield Group | 55,136 | $1.31M | 0.6% | -9.3% | 1.696% | |
| 1/19/2024 | Armor Investment Advisors LLC | 7,407 | $177K | 0.1% | -10.7% | 0.228% | |
| 1/18/2024 | First Pacific Financial | 8,038 | $192K | 0.1% | -10.9% | 0.247% | |
| 11/13/2023 | Retirement Capital Strategies | 25,539 | $579K | 0.3% | -54.7% | 0.786% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 92,743 | $2.10M | 0.0% | +9.2% | 2.854% | |
| 11/6/2023 | PFG Investments LLC | 166,453 | $3.77M | 0.7% | -0.8% | 5.122% | |
| 11/6/2023 | Nottingham Advisors Inc. | 13,284 | $301K | 0.0% | +3.8% | 0.409% | |
| 11/4/2023 | Neumann Capital Management LLC | 26,600 | $603K | 0.3% | +1.9% | 0.818% | |
| 11/1/2023 | Albion Financial Group UT | 36,821 | $835K | 0.1% | +55.4% | 1.133% | |
| 10/31/2023 | Allworth Financial LP | 8,686 | $197K | 0.0% | N/A | 0.267% | |
| 10/30/2023 | Congress Wealth Management LLC DE | 12,364 | $280K | 0.0% | +23.3% | 0.380% | |
| 10/23/2023 | First Pacific Financial | 9,021 | $205K | 0.1% | -63.7% | 0.278% | |
| 10/23/2023 | Armor Investment Advisors LLC | 8,297 | $188K | 0.1% | -14.3% | 0.255% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 40,465 | $917K | 0.0% | -6.5% | 1.245% | |
| 10/20/2023 | Golden State Equity Partners | 21,469 | $487K | 0.1% | +75.4% | 0.661% | |
| 10/12/2023 | Clean Yield Group | 60,769 | $1.37M | 0.6% | -11.8% | 1.870% | |
| 10/11/2023 | Vontobel Holding Ltd. | 30,873 | $700K | 0.0% | +3.0% | 0.950% | |
| 8/11/2023 | Genus Capital Management Inc. | 11,085 | $258K | 0.0% | N/A | 0.341% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 84,940 | $1.98M | 0.0% | +12.8% | 2.614% | |
| 8/10/2023 | Cetera Investment Advisers | 8,827 | $206K | 0.0% | -11.6% | 0.272% | |
| 8/3/2023 | PFG Investments LLC | 167,786 | $3.91M | 0.7% | +6.2% | 5.163% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
| 8/2/2023 | Bank of Montreal Can | 30,456 | $701K | 0.0% | N/A | 0.937% | |
| 8/2/2023 | Perigon Wealth Management LLC | 14,556 | $339K | 0.0% | N/A | 0.448% | |
| 7/31/2023 | LPL Financial LLC | 72,740 | $1.69M | 0.0% | +64.9% | 2.238% | |
| 7/26/2023 | Albion Financial Group UT | 23,695 | $552K | 0.0% | -36.7% | 0.729% | |
| 7/25/2023 | Raymond James & Associates | 25,281 | $589K | 0.0% | -10.0% | 0.778% | |
| 7/24/2023 | Vontobel Holding Ltd. | 29,977 | $698K | 0.0% | +15.8% | 0.922% | |
| 7/24/2023 | Moneywise Inc. | 11,787 | $275K | 0.2% | +5.4% | 0.363% | |
| 7/19/2023 | Armor Investment Advisors LLC | 9,676 | $225K | 0.1% | N/A | 0.298% | |
| 7/19/2023 | Golden State Equity Partners | 12,237 | $285K | 0.1% | N/A | 0.377% | |
| 6/14/2023 | Atria Wealth Solutions Inc. | 10,305 | $242K | 0.0% | N/A | 0.322% | |
