11/18/2024 | JDM Financial Group LLC | 80,387 | $1.95M | 1.1% | N/A | 0.073% | |
11/15/2024 | Peloton Wealth Strategists | 265,485 | $6.45M | 2.6% | -0.4% | 0.242% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 156,621 | $3.47M | 0.0% | +1,358.0% | 0.143% | |
11/15/2024 | Integrated Wealth Concepts LLC | 87,776 | $2.13M | 0.0% | +17.6% | 0.080% | |
11/14/2024 | Captrust Financial Advisors | 692,020 | $16.82M | 0.0% | +15.7% | 0.630% | |
11/6/2024 | Coastline Trust Co | 4,892 | $119K | 0.0% | N/A | 0.004% | |
|
11/5/2024 | Prime Capital Investment Advisors LLC | 71,390 | $1.74M | 0.0% | +14.3% | 0.065% | |
11/4/2024 | Arrow Financial Corp | 563,133 | $13.68M | 1.3% | +1.7% | 0.512% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 70,322 | $1.71M | 0.3% | -4.7% | 0.064% | |
11/1/2024 | Leavell Investment Management Inc. | 161,134 | $3.92M | 0.2% | +20.4% | 0.147% | |
11/1/2024 | Sonata Capital Group Inc. | 136,037 | $3.31M | 1.4% | N/A | 0.124% | |
10/31/2024 | Confluence Investment Management LLC | 661,138 | $16.07M | 0.2% | -27.3% | 0.602% | |
10/31/2024 | Montecito Bank & Trust | 44,698 | $1.09M | 0.2% | +49.1% | 0.041% | |
10/31/2024 | Spinnaker Trust | 257,919 | $6.27M | 0.4% | +18.8% | 0.235% | |
10/30/2024 | Crescent Grove Advisors LLC | 77,193 | $1.88M | 0.2% | +13.4% | 0.070% | |
10/29/2024 | Blue Square Asset Management LLC | 40,970 | $996K | 0.5% | +9.5% | 0.037% | |
10/29/2024 | Janney Montgomery Scott LLC | 213,591 | $5.19M | 0.0% | +1.9% | 0.194% | |
10/29/2024 | Princeton Global Asset Management LLC | 10,412 | $253K | 0.0% | +75.7% | 0.009% | |
10/25/2024 | Strategic Blueprint LLC | 18,713 | $455K | 0.0% | +2.3% | 0.017% | |
10/23/2024 | Lyell Wealth Management LP | 325,825 | $7.92M | 0.7% | +7.8% | 0.296% | |
10/23/2024 | Bogart Wealth LLC | 6,405 | $156K | 0.0% | +14.9% | 0.006% | |
10/23/2024 | PSI Advisors LLC | 18,526 | $450K | 0.1% | +6.6% | 0.017% | |
10/22/2024 | Heartland Bank & Trust Co | 41,124 | $999K | 0.5% | +22.1% | 0.037% | |
10/22/2024 | Eastern Bank | 1,440 | $35K | 0.0% | N/A | 0.001% | |
10/16/2024 | Buffington Mohr McNeal | 584,583 | $14.21M | 2.3% | +3.2% | 0.532% | |
10/9/2024 | Adirondack Trust Co. | 22,625 | $550K | 0.2% | +41.3% | 0.021% | |
10/7/2024 | GAMMA Investing LLC | 105,660 | $2.57M | 0.3% | +186.0% | 0.096% | |
10/5/2024 | Harbor Investment Advisory LLC | 50,391 | $1.23M | 0.1% | +32.7% | 0.046% | |
10/2/2024 | Praetorian Wealth Management Inc. | 209,165 | $5.08M | 1.3% | +2.1% | 0.190% | |
8/28/2024 | Farmers National Bank | 52,608 | $1.25M | 0.4% | -2.7% | 0.048% | |
8/21/2024 | Heartland Bank & Trust Co | 33,683 | $802K | 0.5% | +27.5% | 0.031% | |
8/15/2024 | Peloton Wealth Strategists | 266,535 | $6.35M | 2.6% | +0.6% | 0.243% | |
8/13/2024 | Godshalk Welsh Capital Management Inc. | 30,750 | $732K | 0.5% | +57.7% | 0.028% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 62,457 | $1.49M | 0.0% | -5.0% | 0.057% | |
8/8/2024 | Lyell Wealth Management LP | 302,208 | $7.20M | 0.7% | +5.5% | 0.275% | |
8/8/2024 | Parallel Advisors LLC | 133,834 | $3.19M | 0.1% | +2.1% | 0.122% | |
8/8/2024 | Valley Wealth Managers Inc. | 81,699 | $1.95M | 0.2% | +2.1% | 0.074% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,340 | $103K | 0.0% | N/A | 0.004% | |
7/31/2024 | Spinnaker Trust | 217,069 | $5.17M | 0.3% | +8.8% | 0.198% | |
7/31/2024 | Farther Finance Advisors LLC | 14,226 | $338K | 0.0% | -44.9% | 0.013% | |
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7/30/2024 | Arrow Financial Corp | 553,859 | $13.19M | 1.3% | +2.8% | 0.504% | |
7/27/2024 | Strategic Blueprint LLC | 18,284 | $436K | 0.0% | N/A | 0.017% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 116,692 | $2.78M | 0.0% | +36.6% | 0.106% | |
7/26/2024 | Bank of New York Mellon Corp | 23,029 | $549K | 0.0% | +41.2% | 0.021% | |
7/23/2024 | PSI Advisors LLC | 17,381 | $414K | 0.1% | +11.3% | 0.016% | |
7/23/2024 | Crescent Grove Advisors LLC | 68,068 | $1.62M | 0.2% | +20.7% | 0.062% | |
7/22/2024 | Horizons Wealth Management | 13,725 | $328K | 0.3% | -6.4% | 0.012% | |
7/18/2024 | Timber Creek Capital Management LLC | 34,333 | $818K | 0.2% | -2.1% | 0.031% | |
7/17/2024 | Montecito Bank & Trust | 29,986 | $714K | 0.1% | +79.0% | 0.027% | |
7/17/2024 | Archford Capital Strategies LLC | 61,112 | $1.46M | 0.2% | +2.9% | 0.056% | |
7/17/2024 | Leavell Investment Management Inc. | 133,866 | $3.19M | 0.2% | +3.8% | 0.122% | |
7/11/2024 | Buffington Mohr McNeal | 566,304 | $13.49M | 2.4% | -0.6% | 0.515% | |
7/10/2024 | Praetorian Wealth Management Inc. | 204,940 | $4.88M | 1.2% | +3.7% | 0.186% | |
7/9/2024 | Adirondack Trust Co. | 16,007 | $381K | 0.2% | +34.6% | 0.015% | |
7/8/2024 | RVW Wealth LLC | 797,654 | $19M | 1.9% | +8.3% | 0.726% | |
7/2/2024 | GAMMA Investing LLC | 36,947 | $880K | 0.1% | +65.0% | 0.034% | |
7/1/2024 | Confluence Investment Management LLC | 909,541 | $21.67M | 0.3% | +7.6% | 0.828% | |
5/21/2024 | Arrow Financial Corp | 538,657 | $12.85M | 1.3% | +3.0% | 0.490% | |
5/17/2024 | Heartland Bank & Trust Co | 26,412 | $630K | 0.4% | N/A | 0.024% | |
5/17/2024 | Comerica Bank | 37,404 | $892K | 0.0% | +16.9% | 0.034% | |
5/14/2024 | InterOcean Capital Group LLC | 159,905 | $3.81M | 0.1% | +6.7% | 0.146% | |
5/9/2024 | Dearborn Partners LLC | 22,280 | $531K | 0.0% | +8.6% | 0.021% | |
5/4/2024 | Gould Asset Management LLC CA | 34,120 | $814K | 0.2% | +33.0% | 0.032% | |
5/4/2024 | Valley Wealth Managers Inc. | 80,007 | $1.91M | 0.1% | -0.6% | 0.074% | |
5/2/2024 | Horan Securities Inc. | 39,433 | $940K | 0.4% | +11.5% | 0.037% | |
5/1/2024 | Janney Montgomery Scott LLC | 212,496 | $5.07M | 0.0% | +0.5% | 0.197% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 19,202 | $458K | 0.1% | +8.7% | 0.018% | |
4/26/2024 | Bogart Wealth LLC | 5,572 | $133K | 0.0% | +12.7% | 0.005% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 11,557 | $276K | 0.1% | +15.2% | 0.011% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 85,422 | $2.04M | 0.0% | +15.5% | 0.079% | |
4/24/2024 | Leavell Investment Management Inc. | 129,007 | $3.08M | 0.2% | +8.3% | 0.119% | |
4/24/2024 | Archford Capital Strategies LLC | 59,390 | $1.42M | 0.2% | -1.1% | 0.055% | |
4/24/2024 | First Fiduciary Investment Counsel Inc. | 74,805 | $1.78M | 0.4% | +6.1% | 0.069% | |
4/18/2024 | Buffington Mohr McNeal | 569,706 | $13.59M | 2.5% | +4.8% | 0.795% | |
4/18/2024 | Exchange Capital Management Inc. | 35,878 | $856K | 0.1% | +31.1% | 0.050% | |
4/17/2024 | Gradient Capital Advisors LLC | 9,608 | $229K | 0.1% | +12.3% | 0.013% | |
4/16/2024 | Pinnacle Bancorp Inc. | 3,425 | $82K | 0.0% | -75.9% | 0.005% | |
4/12/2024 | Harbor Investment Advisory LLC | 30,504 | $728K | 0.1% | +46.4% | 0.043% | |
4/10/2024 | Praetorian Wealth Management Inc. | 197,666 | $4.71M | 1.3% | +3.5% | 0.276% | |
4/9/2024 | Montecito Bank & Trust | 16,751 | $400K | 0.1% | N/A | 0.023% | |
4/9/2024 | Adirondack Trust Co. | 11,892 | $283K | 0.1% | +135.1% | 0.017% | |
4/8/2024 | RVW Wealth LLC | 736,759 | $17.57M | 1.8% | -1.9% | 1.028% | |
4/5/2024 | GAMMA Investing LLC | 22,390 | $534K | 0.1% | N/A | 0.031% | |
4/3/2024 | Timber Creek Capital Management LLC | 35,081 | $837K | 0.3% | +3.0% | 0.049% | |
4/1/2024 | Confluence Investment Management LLC | 845,491 | $20.17M | 0.3% | N/A | 1.180% | |
3/29/2024 | Adirondack Trust Co. | 5,058 | $120K | 0.1% | N/A | 0.007% | |
2/16/2024 | Peloton Wealth Strategists | 251,805 | $6.02M | 2.6% | +2.0% | 0.351% | |
2/12/2024 | Arrow Financial Corp | 522,913 | $12.50M | 1.3% | +7.5% | 0.730% | |
2/12/2024 | Parallel Advisors LLC | 79,743 | $1.91M | 0.1% | +405.0% | 0.111% | |
2/12/2024 | Godshalk Welsh Capital Management Inc. | 14,500 | $347K | 0.2% | N/A | 0.020% | |
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2/9/2024 | Cambridge Investment Research Advisors Inc. | 73,959 | $1.77M | 0.0% | -17.1% | 0.103% | |
2/9/2024 | InterOcean Capital Group LLC | 149,924 | $3.58M | 0.1% | -12.5% | 0.209% | |
2/8/2024 | Janney Montgomery Scott LLC | 211,505 | $5.06M | 0.0% | -0.6% | 0.295% | |
2/7/2024 | Horan Securities Inc. | 35,375 | $845K | 0.4% | +2.0% | 0.049% | |
2/7/2024 | Valley Wealth Managers Inc. | 80,491 | $1.92M | 0.2% | +0.8% | 0.112% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 138,058 | $3.30M | 0.2% | -16.2% | 0.193% | |
2/7/2024 | Sonata Capital Group Inc. | 99,210 | $2.37M | 1.2% | N/A | 0.138% | |
2/7/2024 | Bogart Wealth LLC | 4,943 | $118K | 0.0% | +86.0% | 0.007% | |
2/6/2024 | First Horizon Advisors Inc. | 2,960 | $71K | 0.0% | N/A | 0.004% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 75,875 | $1.81M | 0.3% | -16.6% | 0.106% | |