11/15/2024 | Peloton Wealth Strategists | 193,900 | $4.30M | 1.7% | +5.3% | 0.444% | |
11/15/2024 | Integrated Wealth Concepts LLC | 27,569 | $611K | 0.0% | -7.5% | 0.063% | |
11/14/2024 | Flow Traders U.S. LLC | 83,132 | $1.84M | 0.1% | N/A | 0.190% | |
11/14/2024 | Captrust Financial Advisors | 39,725 | $881K | 0.0% | +8.9% | 0.091% | |
11/4/2024 | Arrow Financial Corp | 645,246 | $14.31M | 1.3% | +1.3% | 1.478% | |
10/31/2024 | Montecito Bank & Trust | 36,869 | $817K | 0.1% | +91.5% | 0.084% | |
|
10/31/2024 | Spinnaker Trust | 10,473 | $232K | 0.0% | N/A | 0.024% | |
10/29/2024 | Janney Montgomery Scott LLC | 327,867 | $7.27M | 0.0% | +5.3% | 0.751% | |
10/29/2024 | Farther Finance Advisors LLC | 4,301 | $95K | 0.0% | +12,188.6% | 0.010% | |
10/23/2024 | Lyell Wealth Management LP | 268,570 | $5.95M | 0.5% | +13.5% | 0.615% | |
10/23/2024 | Bogart Wealth LLC | 6,609 | $147K | 0.0% | +15.9% | 0.015% | |
10/16/2024 | Buffington Mohr McNeal | 607,607 | $13.47M | 2.2% | +2.4% | 1.392% | |
10/9/2024 | Adirondack Trust Co. | 40,752 | $903K | 0.3% | +89.2% | 0.093% | |
10/2/2024 | Praetorian Wealth Management Inc. | 164,862 | $3.66M | 0.9% | +6.8% | 0.378% | |
8/28/2024 | Farmers National Bank | 42,982 | $914K | 0.3% | +3.5% | 0.098% | |
8/15/2024 | Peloton Wealth Strategists | 184,200 | $3.92M | 1.6% | +5.0% | 0.422% | |
8/8/2024 | Lyell Wealth Management LP | 236,645 | $5.03M | 0.5% | +8.5% | 0.542% | |
8/8/2024 | Parallel Advisors LLC | 128,832 | $2.74M | 0.1% | +7.3% | 0.295% | |
7/30/2024 | Arrow Financial Corp | 636,730 | $13.54M | 1.3% | +3.1% | 1.459% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 244,307 | $5.19M | 0.0% | -47.0% | 0.560% | |
7/26/2024 | Bank of New York Mellon Corp | 19,414 | $413K | 0.0% | +79.5% | 0.044% | |
7/23/2024 | Oak Family Advisors LLC | 209,082 | $4.45M | 1.5% | +0.6% | 0.479% | |
7/17/2024 | Montecito Bank & Trust | 19,255 | $409K | 0.1% | +32.8% | 0.044% | |
7/17/2024 | Archford Capital Strategies LLC | 60,892 | $1.30M | 0.2% | +3.4% | 0.140% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 14,062 | $299K | 0.1% | +5.7% | 0.032% | |
7/11/2024 | Buffington Mohr McNeal | 593,465 | $12.62M | 2.2% | +1.1% | 1.360% | |
7/10/2024 | Praetorian Wealth Management Inc. | 154,394 | $3.28M | 0.8% | +23.6% | 0.354% | |
7/9/2024 | Adirondack Trust Co. | 21,534 | $458K | 0.2% | +47.3% | 0.049% | |
7/1/2024 | Bank of New Hampshire | 13,730 | $292K | 0.1% | -3.9% | 0.031% | |
5/21/2024 | Arrow Financial Corp | 617,630 | $13.22M | 1.3% | +3.7% | 1.415% | |
5/17/2024 | Comerica Bank | 19,042 | $407K | 0.0% | +100.0% | 0.044% | |
5/1/2024 | Janney Montgomery Scott LLC | 293,259 | $6.28M | 0.0% | +6.6% | 0.722% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 13,303 | $285K | 0.1% | N/A | 0.033% | |
4/26/2024 | Bogart Wealth LLC | 5,700 | $122K | 0.0% | +13.9% | 0.014% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 461,242 | $9.87M | 0.0% | +3,239.2% | 1.136% | |
4/24/2024 | Oak Family Advisors LLC | 207,761 | $4.45M | 1.7% | +8.8% | 0.512% | |
4/18/2024 | Buffington Mohr McNeal | 587,209 | $12.57M | 2.3% | +11.4% | 3.149% | |
4/17/2024 | Gradient Capital Advisors LLC | 21,490 | $460K | 0.2% | +37.6% | 0.115% | |
4/10/2024 | Praetorian Wealth Management Inc. | 124,935 | $2.67M | 0.7% | +55.1% | 0.670% | |
4/10/2024 | Bank of New Hampshire | 14,290 | $306K | 0.1% | +84.3% | 0.077% | |
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4/9/2024 | Montecito Bank & Trust | 14,496 | $310K | 0.1% | N/A | 0.078% | |
4/9/2024 | Adirondack Trust Co. | 14,617 | $313K | 0.1% | +33.0% | 0.078% | |
3/29/2024 | Adirondack Trust Co. | 10,989 | $234K | 0.1% | +23,280.9% | 0.059% | |
2/16/2024 | Peloton Wealth Strategists | 160,000 | $3.46M | 1.5% | +11.9% | 0.858% | |
2/12/2024 | Arrow Financial Corp | 595,594 | $12.89M | 1.3% | +9.9% | 3.194% | |
2/12/2024 | Parallel Advisors LLC | 68,612 | $1.49M | 0.0% | N/A | 0.368% | |
2/8/2024 | Janney Montgomery Scott LLC | 275,076 | $5.95M | 0.0% | +4.3% | 1.475% | |
2/7/2024 | Bogart Wealth LLC | 5,003 | $108K | 0.0% | +69.8% | 0.027% | |
2/2/2024 | Bank of New Hampshire | 7,755 | $168K | 0.0% | +34.3% | 0.042% | |
2/2/2024 | Lyell Wealth Management LP | 172,545 | $3.73M | 0.4% | +79.4% | 0.925% | |
2/1/2024 | Roble Belko & Company Inc | 18,912 | $409K | 0.1% | -44.4% | 0.101% | |
2/1/2024 | Gradient Capital Advisors LLC | 15,622 | $338K | 0.1% | N/A | 0.084% | |
1/30/2024 | Buffington Mohr McNeal | 527,160 | $11.41M | 2.3% | +124.8% | 2.827% | |
1/30/2024 | Oak Family Advisors LLC | 190,914 | $4.13M | 1.7% | N/A | 1.024% | |
1/26/2024 | Sandy Spring Bank | 184,783 | $4.00M | 0.2% | +10.9% | 0.991% | |
1/12/2024 | Archford Capital Strategies LLC | 59,351 | $1.28M | 0.2% | -17.6% | 0.318% | |
1/11/2024 | Praetorian Wealth Management Inc. | 80,575 | $1.74M | 0.5% | N/A | 0.432% | |
11/14/2023 | Peloton Wealth Strategists | 143,000 | $2.91M | 1.3% | +37.9% | 0.767% | |
11/8/2023 | Janney Montgomery Scott LLC | 263,613 | $5.37M | 0.0% | +11.9% | 1.413% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 26,000 | $530K | 0.0% | +160.0% | 0.139% | |
11/1/2023 | Roble Belko & Company Inc | 34,007 | $693K | 0.1% | +250.3% | 0.182% | |
10/31/2023 | Lyell Wealth Management LP | 96,195 | $1.96M | 0.3% | N/A | 0.516% | |
10/30/2023 | Bogart Wealth LLC | 2,947 | $60K | 0.0% | N/A | 0.016% | |
10/30/2023 | Sandy Spring Bank | 166,597 | $3.40M | 0.2% | +11.4% | 0.893% | |
10/27/2023 | Archford Capital Strategies LLC | 72,042 | $1.47M | 0.3% | +6.8% | 0.386% | |
10/25/2023 | Buffington Mohr McNeal | 234,462 | $4.78M | 1.1% | N/A | 1.257% | |
10/24/2023 | Bank of New York Mellon Corp | 122,443 | $2.50M | 0.0% | +7.9% | 0.657% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 12,940 | $264K | 0.0% | +10.9% | 0.069% | |
10/10/2023 | Bank of New Hampshire | 5,775 | $118K | 0.0% | N/A | 0.031% | |
8/10/2023 | Peloton Wealth Strategists | 103,700 | $2.20M | 1.0% | +38.3% | 0.583% | |
8/9/2023 | Arrow Financial Corp | 378,324 | $8.02M | 1.0% | +10.5% | 2.125% | |
8/4/2023 | Sandy Spring Bank | 149,585 | $3.17M | 0.2% | +27.2% | 0.840% | |
8/4/2023 | Roble Belko & Company Inc | 9,707 | $206K | 0.0% | N/A | 0.055% | |
8/3/2023 | Bank of New York Mellon Corp | 113,529 | $2.41M | 0.0% | +7.3% | 0.638% | |
8/2/2023 | Archford Capital Strategies LLC | 67,443 | $1.42M | 0.3% | +16.7% | 0.379% | |
7/26/2023 | Janney Montgomery Scott LLC | 235,548 | $4.99M | 0.0% | +33.5% | 1.323% | |
7/14/2023 | Bartlett & Co. LLC | 2,000 | $42K | 0.0% | N/A | 0.011% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,664 | $247K | 0.0% | -6.7% | 0.066% | |
5/12/2023 | OLD Mission Capital LLC | 308,157 | $6.64M | 0.1% | N/A | 2.041% | |
5/12/2023 | NewEdge Advisors LLC | 61,684 | $1.33M | 0.0% | -4.4% | 0.409% | |
5/9/2023 | US Bancorp DE | 35,442 | $763K | 0.0% | +15.2% | 0.235% | |
5/5/2023 | Sandy Spring Bank | 117,635 | $2.53M | 0.1% | +12.6% | 0.779% | |
5/3/2023 | Arrow Financial Corp | 342,249 | $7.37M | 1.0% | +22.9% | 2.267% | |
5/1/2023 | Vigilant Capital Management LLC | 4,091 | $88K | 0.0% | +32.8% | 0.027% | |
4/28/2023 | Janney Montgomery Scott LLC | 176,426 | $3.80M | 0.0% | N/A | 1.168% | |
2/13/2023 | Peloton Wealth Strategists | 41,000 | $853K | 0.4% | +22.4% | 0.373% | |
2/10/2023 | Sandy Spring Bank | 104,490 | $2.17M | 0.1% | +6.0% | 0.950% | |
2/9/2023 | Dorsey & Whitney Trust CO LLC | 10,000 | $208K | 0.0% | N/A | 0.091% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 11,611 | $242K | 0.0% | N/A | 0.106% | |
2/2/2023 | Arrow Financial Corp | 278,501 | $5.79M | 0.8% | +245.9% | 2.532% | |
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1/26/2023 | Vigilant Capital Management LLC | 3,081 | $64K | 0.0% | +245.8% | 0.028% | |
1/26/2023 | Archford Capital Strategies LLC | 54,850 | $1.14M | 0.3% | N/A | 0.499% | |
1/5/2023 | Capital Investment Advisors LLC | 900,017 | $18.72M | 0.6% | +19.5% | 9.184% | |
11/15/2022 | Peloton Wealth Strategists | 33,500 | $679K | 0.4% | N/A | 0.364% | |
11/15/2022 | Little House Capital LLC | 42,062 | $852K | 0.5% | +8.1% | 0.457% | |
11/7/2022 | Arrow Financial Corp | 80,509 | $1.63M | 0.2% | +108.4% | 0.875% | |
11/2/2022 | Sandy Spring Bank | 98,580 | $2.00M | 0.1% | -3.8% | 1.072% | |
10/27/2022 | US Bancorp DE | 48,151 | $975K | 0.0% | +49.7% | 0.523% | |
10/5/2022 | Capital Investment Advisors LLC | 753,453 | $15.27M | 0.5% | +16.1% | 8.418% | |
10/3/2022 | Confluence Investment Management LLC | 763,968 | $15.48M | 0.3% | +0.1% | 10.255% | |