11/15/2024 | Peloton Wealth Strategists | 272,895 | $6.42M | 2.5% | +3.0% | 0.464% | |
11/15/2024 | Integrated Wealth Concepts LLC | 31,710 | $746K | 0.0% | +28.9% | 0.054% | |
11/14/2024 | Captrust Financial Advisors | 49,451 | $1.16M | 0.0% | +19.5% | 0.084% | |
11/4/2024 | Arrow Financial Corp | 598,293 | $14.07M | 1.3% | +1.5% | 1.017% | |
11/1/2024 | Leavell Investment Management Inc. | 18,185 | $428K | 0.0% | N/A | 0.031% | |
10/31/2024 | Confluence Investment Management LLC | 246,605 | $5.80M | 0.1% | N/A | 0.419% | |
|
10/31/2024 | Montecito Bank & Trust | 34,821 | $819K | 0.1% | +90.9% | 0.059% | |
10/31/2024 | Spinnaker Trust | 53,268 | $1.25M | 0.1% | +70.2% | 0.091% | |
10/29/2024 | Janney Montgomery Scott LLC | 321,808 | $7.57M | 0.0% | +7.0% | 0.547% | |
10/29/2024 | First Interstate Bank | 8,671 | $204K | 0.0% | N/A | 0.015% | |
10/29/2024 | Farther Finance Advisors LLC | 2,430 | $57K | 0.0% | +6,842.9% | 0.004% | |
10/23/2024 | Lyell Wealth Management LP | 305,924 | $7.19M | 0.7% | +23.3% | 0.520% | |
10/23/2024 | Bogart Wealth LLC | 6,507 | $153K | 0.0% | +15.2% | 0.011% | |
10/9/2024 | Adirondack Trust Co. | 42,731 | $1.00M | 0.4% | +108.9% | 0.073% | |
10/7/2024 | Bank of New Hampshire | 14,200 | $334K | 0.1% | -14.5% | 0.024% | |
10/2/2024 | Praetorian Wealth Management Inc. | 189,348 | $4.45M | 1.1% | +0.9% | 0.322% | |
8/28/2024 | Farmers National Bank | 37,893 | $859K | 0.3% | +9.1% | 0.064% | |
8/15/2024 | Peloton Wealth Strategists | 265,000 | $6.01M | 2.5% | +3.7% | 0.450% | |
8/8/2024 | Lyell Wealth Management LP | 248,200 | $5.63M | 0.5% | +15.0% | 0.422% | |
8/8/2024 | Parallel Advisors LLC | 127,476 | $2.89M | 0.1% | +2.8% | 0.217% | |
8/8/2024 | Valley Wealth Managers Inc. | 30,943 | $701K | 0.1% | +51.0% | 0.053% | |
7/31/2024 | Spinnaker Trust | 31,297 | $710K | 0.0% | +56.1% | 0.053% | |
7/30/2024 | Arrow Financial Corp | 589,504 | $13.36M | 1.3% | +2.2% | 1.002% | |
7/26/2024 | Bank of New York Mellon Corp | 16,099 | $365K | 0.0% | +64.0% | 0.027% | |
7/17/2024 | Montecito Bank & Trust | 18,240 | $414K | 0.1% | +32.3% | 0.031% | |
7/17/2024 | Archford Capital Strategies LLC | 58,659 | $1.33M | 0.2% | +3.0% | 0.100% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 138,274 | $3.14M | 0.8% | N/A | 0.235% | |
7/10/2024 | Praetorian Wealth Management Inc. | 187,578 | $4.25M | 1.1% | +7.9% | 0.319% | |
7/9/2024 | Adirondack Trust Co. | 20,460 | $464K | 0.2% | +17.0% | 0.035% | |
7/8/2024 | RVW Wealth LLC | 15,471 | $351K | 0.0% | -9.9% | 0.026% | |
5/21/2024 | Arrow Financial Corp | 576,568 | $13.16M | 1.3% | +3.5% | 0.980% | |
5/17/2024 | Comerica Bank | 25,424 | $580K | 0.0% | +13.5% | 0.043% | |
5/4/2024 | Valley Wealth Managers Inc. | 20,493 | $468K | 0.0% | N/A | 0.036% | |
5/1/2024 | Janney Montgomery Scott LLC | 287,674 | $6.57M | 0.0% | +5.4% | 0.503% | |
4/26/2024 | Bogart Wealth LLC | 5,650 | $129K | 0.0% | +13.1% | 0.010% | |
4/17/2024 | Gradient Capital Advisors LLC | 11,171 | $255K | 0.1% | N/A | 0.041% | |
4/10/2024 | Praetorian Wealth Management Inc. | 173,825 | $3.97M | 1.1% | +28.6% | 0.645% | |
4/10/2024 | Bank of New Hampshire | 17,010 | $388K | 0.1% | +57.6% | 0.063% | |
4/9/2024 | Montecito Bank & Trust | 13,784 | $315K | 0.1% | N/A | 0.051% | |
4/9/2024 | Adirondack Trust Co. | 17,492 | $399K | 0.2% | +38.6% | 0.065% | |
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3/29/2024 | Adirondack Trust Co. | 12,619 | $286K | 0.1% | N/A | 0.047% | |
2/16/2024 | Peloton Wealth Strategists | 231,200 | $5.33M | 2.3% | +8.9% | 0.858% | |
2/12/2024 | Arrow Financial Corp | 556,879 | $12.85M | 1.3% | +8.8% | 2.066% | |
2/12/2024 | Parallel Advisors LLC | 74,955 | $1.73M | 0.1% | +923.0% | 0.278% | |
2/8/2024 | Navellier & Associates Inc. | 40,628 | $937K | 0.1% | +4.6% | 0.151% | |
2/8/2024 | Janney Montgomery Scott LLC | 272,951 | $6.30M | 0.0% | +2.2% | 1.013% | |
2/7/2024 | Bogart Wealth LLC | 4,996 | $115K | 0.0% | +79.9% | 0.019% | |
2/6/2024 | First Horizon Advisors Inc. | 3,107 | $72K | 0.0% | N/A | 0.012% | |
2/2/2024 | Bank of New Hampshire | 10,790 | $249K | 0.1% | +107.5% | 0.040% | |
2/2/2024 | Lyell Wealth Management LP | 179,495 | $4.14M | 0.5% | +9.9% | 0.666% | |
2/1/2024 | Roble Belko & Company Inc | 38,499 | $888K | 0.2% | +64.5% | 0.143% | |
1/26/2024 | Sandy Spring Bank | 197,552 | $4.56M | 0.2% | +4.3% | 0.733% | |
1/24/2024 | Private Trust Co. NA | 1,202 | $28K | 0.0% | N/A | 0.004% | |
1/12/2024 | Archford Capital Strategies LLC | 57,383 | $1.32M | 0.2% | -21.9% | 0.213% | |
1/11/2024 | Praetorian Wealth Management Inc. | 135,181 | $3.12M | 0.9% | +53.3% | 0.502% | |
1/8/2024 | RVW Wealth LLC | 17,110 | $395K | 0.0% | +8.4% | 0.063% | |
11/14/2023 | Peloton Wealth Strategists | 212,400 | $4.65M | 2.1% | +19.9% | 0.788% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,119 | $25K | 0.0% | N/A | 0.004% | |
11/9/2023 | Navellier & Associates Inc. | 38,828 | $850K | 0.1% | N/A | 0.144% | |
11/8/2023 | Janney Montgomery Scott LLC | 267,132 | $5.85M | 0.0% | +7.1% | 0.991% | |
11/1/2023 | Roble Belko & Company Inc | 23,408 | $513K | 0.1% | +6.0% | 0.087% | |
10/31/2023 | Lyell Wealth Management LP | 163,350 | $3.58M | 0.5% | +7.4% | 0.606% | |
10/30/2023 | Bogart Wealth LLC | 2,777 | $61K | 0.0% | N/A | 0.010% | |
10/30/2023 | Sandy Spring Bank | 189,352 | $4.15M | 0.2% | +6.1% | 0.703% | |
10/27/2023 | Archford Capital Strategies LLC | 73,491 | $1.61M | 0.3% | +6.8% | 0.273% | |
10/24/2023 | Bank of New York Mellon Corp | 114,815 | $2.51M | 0.0% | +7.2% | 0.426% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,523 | $471K | 0.0% | -47.5% | 0.080% | |
10/12/2023 | RVW Wealth LLC | 15,777 | $346K | 0.0% | +6.6% | 0.059% | |
10/11/2023 | Praetorian Wealth Management Inc. | 88,198 | $1.93M | 0.6% | +206.0% | 0.327% | |
10/10/2023 | Bank of New Hampshire | 5,200 | $114K | 0.0% | +10.6% | 0.019% | |
8/10/2023 | Peloton Wealth Strategists | 177,100 | $3.98M | 1.8% | +18.4% | 0.668% | |
8/9/2023 | Arrow Financial Corp | 365,893 | $8.21M | 1.0% | +7.9% | 1.381% | |
8/4/2023 | Sandy Spring Bank | 178,465 | $4.01M | 0.2% | +22.4% | 0.673% | |
8/4/2023 | Roble Belko & Company Inc | 22,078 | $496K | 0.1% | +192.5% | 0.083% | |
8/4/2023 | Lyell Wealth Management LP | 152,095 | $3.42M | 0.4% | +37.2% | 0.574% | |
8/3/2023 | Bank of New York Mellon Corp | 107,128 | $2.41M | 0.0% | +7.3% | 0.404% | |
8/2/2023 | Archford Capital Strategies LLC | 68,844 | $1.55M | 0.3% | +15.5% | 0.260% | |
7/26/2023 | Janney Montgomery Scott LLC | 249,496 | $5.60M | 0.0% | N/A | 0.941% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 40,986 | $920K | 0.0% | +2.5% | 0.155% | |
7/10/2023 | Praetorian Wealth Management Inc. | 28,821 | $647K | 0.2% | +20.9% | 0.109% | |
7/7/2023 | RVW Wealth LLC | 14,801 | $332K | 0.0% | +51.7% | 0.064% | |
5/12/2023 | NewEdge Advisors LLC | 57,528 | $1.32M | 0.0% | -4.5% | 0.253% | |
5/9/2023 | US Bancorp DE | 183,570 | $4.20M | 0.0% | +3.9% | 0.809% | |
5/5/2023 | Sandy Spring Bank | 145,810 | $3.34M | 0.2% | +7.7% | 0.642% | |
5/3/2023 | Arrow Financial Corp | 339,064 | $7.76M | 1.0% | +16.8% | 1.494% | |
5/3/2023 | Lyell Wealth Management LP | 110,820 | $2.54M | 0.4% | +37.2% | 0.488% | |
5/1/2023 | Vigilant Capital Management LLC | 10,875 | $249K | 0.0% | +43.1% | 0.048% | |
4/25/2023 | Parallel Advisors LLC | 3,500 | $80K | 0.0% | N/A | 0.015% | |
4/12/2023 | Praetorian Wealth Management Inc. | 23,848 | $546K | 0.2% | N/A | 0.105% | |
3/6/2023 | OLD Mission Capital LLC | 4,001 | $89K | 0.0% | N/A | 0.026% | |
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2/13/2023 | Peloton Wealth Strategists | 124,700 | $2.77M | 1.3% | +58.4% | 0.802% | |
2/10/2023 | Sandy Spring Bank | 135,330 | $3M | 0.2% | -9.2% | 0.870% | |
2/3/2023 | Wells Financial Advisors INC | 4,000 | $89K | 0.1% | N/A | 0.026% | |
2/2/2023 | Arrow Financial Corp | 290,378 | $6.44M | 0.9% | +202.9% | 1.867% | |
2/1/2023 | Janney Montgomery Scott LLC | 181,078 | $4.01M | 0.0% | N/A | 1.164% | |
1/26/2023 | Vigilant Capital Management LLC | 7,600 | $168K | 0.0% | +113.2% | 0.049% | |
1/26/2023 | Archford Capital Strategies LLC | 52,332 | $1.16M | 0.3% | +39.1% | 0.337% | |
1/24/2023 | Lyell Wealth Management LP | 80,800 | $1.79M | 0.3% | N/A | 0.520% | |
1/19/2023 | PSI Advisors LLC | 1,330 | $29K | 0.0% | N/A | 0.009% | |
1/13/2023 | RVW Wealth LLC | 9,756 | $216K | 0.0% | N/A | 0.065% | |