11/15/2024 | Peloton Wealth Strategists | 292,130 | $7.12M | 2.8% | -2.0% | 0.299% | |
11/15/2024 | Integrated Wealth Concepts LLC | 126,359 | $3.08M | 0.0% | +13.1% | 0.130% | |
11/14/2024 | Flow Traders U.S. LLC | 22,297 | $543K | 0.0% | N/A | 0.023% | |
11/14/2024 | Captrust Financial Advisors | 414,425 | $10.10M | 0.0% | +36.4% | 0.425% | |
11/6/2024 | Coastline Trust Co | 1,893 | $46K | 0.0% | N/A | 0.002% | |
11/6/2024 | Valley Wealth Managers Inc. | 74,118 | $1.81M | 0.1% | +0.7% | 0.076% | |
|
11/5/2024 | Prime Capital Investment Advisors LLC | 53,707 | $1.31M | 0.0% | +13.2% | 0.055% | |
11/4/2024 | Arrow Financial Corp | 557,633 | $13.59M | 1.3% | +1.6% | 0.572% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 56,345 | $1.37M | 0.3% | -4.9% | 0.058% | |
11/1/2024 | Leavell Investment Management Inc. | 121,963 | $2.97M | 0.1% | +35.1% | 0.125% | |
11/1/2024 | Sonata Capital Group Inc. | 68,849 | $1.68M | 0.7% | N/A | 0.071% | |
10/31/2024 | Confluence Investment Management LLC | 164,089 | $4.00M | 0.1% | -3.0% | 0.168% | |
10/31/2024 | Montecito Bank & Trust | 43,527 | $1.06M | 0.2% | +51.0% | 0.045% | |
10/31/2024 | Spinnaker Trust | 244,290 | $5.95M | 0.4% | +8.9% | 0.250% | |
10/29/2024 | Blue Square Asset Management LLC | 42,114 | $1.03M | 0.6% | +9.5% | 0.043% | |
10/29/2024 | Janney Montgomery Scott LLC | 204,777 | $4.99M | 0.0% | +1.1% | 0.210% | |
10/29/2024 | Princeton Global Asset Management LLC | 25,898 | $631K | 0.1% | +5.5% | 0.027% | |
10/29/2024 | Farther Finance Advisors LLC | 5,576 | $136K | 0.0% | -62.0% | 0.006% | |
10/23/2024 | Lyell Wealth Management LP | 346,431 | $8.44M | 0.8% | +11.8% | 0.355% | |
10/23/2024 | Bogart Wealth LLC | 6,425 | $157K | 0.0% | +14.8% | 0.007% | |
10/22/2024 | Heartland Bank & Trust Co | 46,127 | $1.12M | 0.6% | +43.6% | 0.047% | |
10/22/2024 | Eastern Bank | 1,015 | $25K | 0.0% | N/A | 0.001% | |
10/16/2024 | Buffington Mohr McNeal | 59,121 | $1.44M | 0.2% | +54.0% | 0.061% | |
10/9/2024 | Adirondack Trust Co. | 26,185 | $638K | 0.2% | +51.4% | 0.027% | |
10/8/2024 | Lbmc Investment Advisors LLC | 11,630 | $283K | 0.0% | N/A | 0.012% | |
10/7/2024 | Bank of New Hampshire | 32,520 | $793K | 0.2% | -2.8% | 0.033% | |
10/7/2024 | GAMMA Investing LLC | 113,377 | $2.76M | 0.3% | +154.1% | 0.116% | |
10/5/2024 | Harbor Investment Advisory LLC | 39,473 | $962K | 0.1% | +38.5% | 0.040% | |
10/2/2024 | Praetorian Wealth Management Inc. | 204,653 | $4.99M | 1.2% | +0.9% | 0.210% | |
8/28/2024 | Farmers National Bank | 44,671 | $1.06M | 0.3% | -3.2% | 0.046% | |
8/21/2024 | Heartland Bank & Trust Co | 32,125 | $762K | 0.4% | +29.5% | 0.033% | |
8/15/2024 | Peloton Wealth Strategists | 298,235 | $7.08M | 2.9% | +2.8% | 0.306% | |
8/13/2024 | Godshalk Welsh Capital Management Inc. | 25,349 | $602K | 0.4% | +120.4% | 0.026% | |
8/8/2024 | Lyell Wealth Management LP | 309,868 | $7.35M | 0.7% | +10.9% | 0.318% | |
8/8/2024 | Parallel Advisors LLC | 135,186 | $3.21M | 0.1% | +2.0% | 0.139% | |
8/8/2024 | Valley Wealth Managers Inc. | 73,624 | $1.75M | 0.1% | +3.7% | 0.075% | |
8/7/2024 | First Interstate Bank | 32,442 | $770K | 0.1% | +25.7% | 0.033% | |
7/31/2024 | Spinnaker Trust | 224,361 | $5.32M | 0.3% | +28.4% | 0.230% | |
7/30/2024 | Arrow Financial Corp | 548,877 | $13.03M | 1.3% | +3.0% | 0.563% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 10,324 | $245K | 0.0% | +18.2% | 0.011% | |
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7/26/2024 | Cambridge Investment Research Advisors Inc. | 96,048 | $2.28M | 0.0% | +26.7% | 0.098% | |
7/26/2024 | Dearborn Partners LLC | 22,526 | $535K | 0.0% | +3.9% | 0.023% | |
7/26/2024 | Bank of New York Mellon Corp | 21,506 | $510K | 0.0% | +51.2% | 0.022% | |
7/18/2024 | Timber Creek Capital Management LLC | 34,016 | $807K | 0.2% | -2.1% | 0.035% | |
7/17/2024 | Montecito Bank & Trust | 28,829 | $684K | 0.1% | +73.6% | 0.030% | |
7/17/2024 | Archford Capital Strategies LLC | 55,661 | $1.32M | 0.2% | +3.0% | 0.057% | |
7/17/2024 | Leavell Investment Management Inc. | 90,265 | $2.14M | 0.1% | +16.0% | 0.093% | |
7/11/2024 | Buffington Mohr McNeal | 38,385 | $911K | 0.2% | +120.3% | 0.039% | |
7/10/2024 | Praetorian Wealth Management Inc. | 202,860 | $4.81M | 1.2% | +5.8% | 0.208% | |
7/9/2024 | Adirondack Trust Co. | 17,299 | $410K | 0.2% | +48.7% | 0.018% | |
7/8/2024 | RVW Wealth LLC | 802,768 | $19.05M | 1.9% | +12.0% | 0.823% | |
7/2/2024 | GAMMA Investing LLC | 44,625 | $1.06M | 0.1% | +96.0% | 0.046% | |
7/1/2024 | Confluence Investment Management LLC | 169,131 | $4.01M | 0.1% | -0.9% | 0.173% | |
7/1/2024 | Bank of New Hampshire | 33,470 | $794K | 0.2% | -2.2% | 0.034% | |
5/21/2024 | Arrow Financial Corp | 533,103 | $12.69M | 1.3% | +3.6% | 0.546% | |
5/17/2024 | Heartland Bank & Trust Co | 24,803 | $590K | 0.3% | N/A | 0.025% | |
5/17/2024 | Comerica Bank | 21,141 | $503K | 0.0% | -10.0% | 0.022% | |
5/14/2024 | InterOcean Capital Group LLC | 31,071 | $739K | 0.0% | +16.1% | 0.032% | |
5/9/2024 | Dearborn Partners LLC | 21,680 | $516K | 0.0% | +5.2% | 0.023% | |
5/4/2024 | Valley Wealth Managers Inc. | 71,016 | $1.69M | 0.1% | +4.3% | 0.074% | |
5/2/2024 | Horan Securities Inc. | 39,564 | $942K | 0.4% | N/A | 0.041% | |
5/1/2024 | Janney Montgomery Scott LLC | 215,129 | $5.12M | 0.0% | -25.1% | 0.224% | |
4/26/2024 | Bogart Wealth LLC | 5,594 | $133K | 0.0% | +12.7% | 0.006% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 75,814 | $1.80M | 0.0% | +6.7% | 0.079% | |
4/24/2024 | Leavell Investment Management Inc. | 77,800 | $1.85M | 0.1% | +21.8% | 0.081% | |
4/24/2024 | First Fiduciary Investment Counsel Inc. | 59,280 | $1.41M | 0.3% | +13.0% | 0.062% | |
4/18/2024 | Buffington Mohr McNeal | 17,422 | $415K | 0.1% | +41.4% | 0.029% | |
4/18/2024 | Exchange Capital Management Inc. | 28,546 | $679K | 0.1% | +44.3% | 0.048% | |
4/16/2024 | Pinnacle Bancorp Inc. | 2,135 | $51K | 0.0% | -77.5% | 0.004% | |
4/12/2024 | Harbor Investment Advisory LLC | 21,850 | $520K | 0.1% | N/A | 0.037% | |
4/10/2024 | Praetorian Wealth Management Inc. | 191,720 | $4.56M | 1.2% | +4.6% | 0.323% | |
4/10/2024 | Bank of New Hampshire | 34,220 | $814K | 0.2% | +1.5% | 0.058% | |
4/9/2024 | Montecito Bank & Trust | 16,605 | $395K | 0.1% | N/A | 0.028% | |
4/9/2024 | Adirondack Trust Co. | 11,637 | $277K | 0.1% | +28.9% | 0.020% | |
4/8/2024 | RVW Wealth LLC | 716,830 | $17.06M | 1.8% | -1.8% | 1.209% | |
4/5/2024 | GAMMA Investing LLC | 22,771 | $542K | 0.1% | N/A | 0.038% | |
4/3/2024 | Timber Creek Capital Management LLC | 34,748 | $827K | 0.3% | +3.1% | 0.059% | |
4/1/2024 | Confluence Investment Management LLC | 170,586 | $4.06M | 0.1% | N/A | 0.288% | |
3/29/2024 | Adirondack Trust Co. | 9,030 | $214K | 0.1% | N/A | 0.015% | |
2/12/2024 | Arrow Financial Corp | 514,589 | $12.31M | 1.3% | +7.7% | 0.868% | |
2/12/2024 | Parallel Advisors LLC | 80,798 | $1.93M | 0.1% | +390.8% | 0.136% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 71,037 | $1.70M | 0.0% | -8.9% | 0.120% | |
2/9/2024 | InterOcean Capital Group LLC | 26,753 | $640K | 0.0% | +8.7% | 0.045% | |
2/8/2024 | Janney Montgomery Scott LLC | 287,317 | $6.88M | 0.0% | -31.0% | 0.485% | |
2/7/2024 | Valley Wealth Managers Inc. | 68,097 | $1.63M | 0.1% | +3.3% | 0.115% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 49,250 | $1.18M | 0.1% | -4.1% | 0.083% | |
2/7/2024 | Sonata Capital Group Inc. | 37,415 | $895K | 0.4% | N/A | 0.063% | |
2/7/2024 | Bogart Wealth LLC | 4,965 | $119K | 0.0% | +86.9% | 0.008% | |
2/6/2024 | First Horizon Advisors Inc. | 2,967 | $71K | 0.0% | -31.7% | 0.005% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 27,847 | $666K | 0.1% | -5.8% | 0.047% | |
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2/2/2024 | Spinnaker Trust | 123,132 | $2.95M | 0.2% | +354.5% | 0.208% | |
2/2/2024 | First Fiduciary Investment Counsel Inc. | 52,458 | $1.26M | 0.3% | +21.5% | 0.088% | |
2/2/2024 | Lyell Wealth Management LP | 216,270 | $5.18M | 0.6% | +28.5% | 0.365% | |
2/1/2024 | Roble Belko & Company Inc | 13,653 | $327K | 0.1% | +12.7% | 0.023% | |
2/1/2024 | PSI Advisors LLC | 4,400 | $105K | 0.0% | +76.7% | 0.007% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 3,012 | $72K | 0.0% | N/A | 0.005% | |
1/30/2024 | Buffington Mohr McNeal | 12,324 | $295K | 0.1% | N/A | 0.021% | |
1/26/2024 | Sandy Spring Bank | 228,765 | $5.47M | 0.3% | -0.9% | 0.386% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 45,811 | $1.10M | 0.0% | N/A | 0.077% | |
1/23/2024 | Leavell Investment Management Inc. | 63,881 | $1.53M | 0.1% | +62.3% | 0.108% | |