5/17/2024 | Pineridge Advisors LLC | 89,416 | $1.98M | 0.7% | -28.2% | 2.293% | |
5/2/2024 | First Command Advisory Services Inc. | 2,057 | $46K | 0.0% | N/A | 0.053% | |
5/1/2024 | Envision Financial Planning LLC | 177,185 | $3.92M | 3.2% | +8.7% | 4.543% | |
4/30/2024 | Commonwealth Equity Services LLC | 29,929 | $662K | 0.0% | +8.7% | 0.767% | |
4/24/2024 | Arlington Capital Management Inc. | 9,325 | $206K | 0.2% | N/A | 0.239% | |
4/23/2024 | Precedent Wealth Partners LLC | 50,005 | $1.11M | 0.5% | +32.2% | 1.282% | |
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4/16/2024 | Atlantic Union Bankshares Corp | 70,974 | $1.57M | 0.1% | +6.7% | 1.868% | |
4/16/2024 | Tlwm | 24,222 | $536K | 0.1% | +4.8% | 0.637% | |
4/12/2024 | CGN Advisors LLC | 67,178 | $1.49M | 0.2% | -33.0% | 1.768% | |
4/10/2024 | Sterling Financial Group Inc. | 17,846 | $395K | 0.2% | -39.6% | 0.470% | |
4/1/2024 | Confluence Investment Management LLC | 14,073 | $311K | 0.0% | N/A | 0.402% | |
3/1/2024 | Pineridge Advisors LLC | 124,490 | $2.79M | 0.9% | N/A | 3.557% | |
2/9/2024 | Wells Fargo & Company MN | 301,421 | $6.76M | 0.0% | -31.9% | 8.612% | |
2/8/2024 | Beacon Pointe Advisors LLC | 13,527 | $303K | 0.0% | N/A | 0.386% | |
2/6/2024 | Private Advisor Group LLC | 13,874 | $311K | 0.0% | N/A | 0.396% | |
2/2/2024 | Addison Advisors LLC | 15,655 | $351K | 0.1% | -6.1% | 0.447% | |
2/1/2024 | Gradient Capital Advisors LLC | 9,381 | $210K | 0.1% | N/A | 0.268% | |
1/31/2024 | Key Financial Inc | 84,525 | $1.90M | 0.5% | +17.9% | 2.415% | |
1/30/2024 | Avior Wealth Management LLC | 5,432 | $122K | 0.0% | N/A | 0.160% | |
1/23/2024 | Envision Financial Planning LLC | 162,953 | $3.65M | 3.2% | +7.1% | 4.793% | |
1/19/2024 | Atlantic Union Bankshares Corp | 66,540 | $1.49M | 0.1% | +31.1% | 2.016% | |
1/18/2024 | Precedent Wealth Partners LLC | 37,836 | $848K | 0.4% | N/A | 1.147% | |
1/16/2024 | Raymond James & Associates | 20,441 | $458K | 0.0% | N/A | 0.619% | |
1/16/2024 | Valicenti Advisory Services Inc. | 8,950 | $201K | 0.1% | N/A | 0.271% | |
1/9/2024 | Tlwm | 23,114 | $518K | 0.1% | N/A | 0.722% | |
1/8/2024 | Horizons Wealth Management | 5,345 | $120K | 0.1% | N/A | 0.167% | |
1/5/2024 | CGN Advisors LLC | 100,306 | $2.25M | 0.3% | +5.2% | 3.135% | |
11/13/2023 | Asset Dedication LLC | 11,948 | $251K | 0.0% | +4.4% | 0.427% | |
11/7/2023 | Addison Advisors LLC | 16,670 | $348K | 0.2% | +17.6% | 0.595% | |
11/3/2023 | Envision Financial Planning LLC | 152,159 | $3.18M | 3.1% | N/A | 5.434% | |
10/30/2023 | Insight Wealth Partners LLC | 171,495 | $3.58M | 0.7% | -9.9% | 6.125% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,867 | $394K | 0.0% | +39.6% | 0.674% | |
10/20/2023 | Atlantic Union Bankshares Corp | 50,756 | $1.06M | 0.1% | +15.3% | 1.813% | |
10/19/2023 | Sterling Financial Group Inc. | 29,537 | $617K | 0.4% | +21.0% | 1.094% | |
10/13/2023 | CGN Advisors LLC | 95,326 | $1.99M | 0.3% | +8.4% | 3.531% | |
10/11/2023 | Legacy Private Trust Co. | 61,807 | $1.29M | 0.1% | +87.1% | 2.289% | |
10/11/2023 | AE Wealth Management LLC | 83,153 | $1.74M | 0.0% | +16.3% | 3.080% | |
9/7/2023 | Sterling Financial Group Inc. | 24,412 | $536K | 0.4% | +80.6% | 1.061% | |
8/22/2023 | Asset Dedication LLC | 11,442 | $250K | 0.0% | +10.9% | 0.497% | |
8/9/2023 | Flow Traders U.S. LLC | 32,762 | $720K | 0.0% | N/A | 1.424% | |
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8/3/2023 | Addison Advisors LLC | 14,175 | $311K | 0.2% | N/A | 0.616% | |
8/2/2023 | Bank of Montreal Can | 24,938 | $549K | 0.0% | N/A | 1.084% | |
8/1/2023 | Cookson Peirce & Co. Inc. | 10,457 | $230K | 0.0% | N/A | 0.455% | |
7/31/2023 | LPL Financial LLC | 130,921 | $2.88M | 0.0% | +197.1% | 5.692% | |
7/28/2023 | Key Financial Inc | 71,700 | $1.58M | 0.5% | +478.2% | 3.259% | |
7/11/2023 | Atlantic Union Bankshares Corp | 44,011 | $967K | 0.1% | +117.9% | 2.001% | |
7/10/2023 | AE Wealth Management LLC | 71,470 | $1.57M | 0.0% | +4.6% | 3.249% | |
7/10/2023 | CGN Advisors LLC | 87,935 | $1.93M | 0.3% | +6.6% | 3.997% | |
7/7/2023 | Legacy Private Trust Co. | 33,036 | $726K | 0.1% | +191.7% | 1.502% | |
5/5/2023 | Capital Analysts LLC | 4,707 | $105K | 0.0% | -19.9% | 0.262% | |
5/2/2023 | Key Financial Inc | 12,400 | $276K | 0.1% | N/A | 0.689% | |
4/24/2023 | Asset Dedication LLC | 10,313 | $228K | 0.0% | +9.4% | 0.573% | |
4/14/2023 | AE Wealth Management LLC | 68,314 | $1.52M | 0.0% | N/A | 3.795% | |
4/12/2023 | Legacy Private Trust Co. | 11,325 | $252K | 0.0% | N/A | 0.629% | |
4/4/2023 | CGN Advisors LLC | 82,475 | $1.83M | 0.3% | +31.2% | 4.582% | |
4/4/2023 | Confluence Investment Management LLC | 13,781 | $306K | 0.0% | +21.9% | 0.766% | |
2/9/2023 | Atlantic Union Bankshares Corp | 19,748 | $428K | 0.0% | N/A | 1.317% | |
2/8/2023 | Capital Analysts LLC | 5,874 | $127K | 0.0% | N/A | 0.392% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 5,574 | $121K | 0.0% | -92.5% | 0.372% | |
2/7/2023 | LPL Financial LLC | 22,570 | $489K | 0.0% | +117.4% | 1.505% | |
2/7/2023 | IFP Advisors Inc | 1,100 | $27K | 0.0% | N/A | 0.073% | |
2/7/2023 | Envestnet Asset Management Inc. | 10,190 | $221K | 0.0% | N/A | 0.679% | |
2/6/2023 | Gradient Capital Advisors LLC | 9,381 | $203K | 0.1% | N/A | 0.625% | |
2/1/2023 | Insight Wealth Partners LLC | 194,906 | $4.22M | 3.2% | N/A | 12.994% | |
1/31/2023 | Cookson Peirce & Co. Inc. | 10,438 | $226K | 0.0% | +5.2% | 0.696% | |
1/19/2023 | Asset Dedication LLC | 9,428 | $203K | 0.0% | +5.5% | 0.629% | |
1/9/2023 | CGN Advisors LLC | 62,867 | $1.36M | 0.2% | +43.4% | 4.191% | |
1/4/2023 | Confluence Investment Management LLC | 11,309 | $245K | 0.0% | -96.2% | 0.870% | |
11/14/2022 | Equitable Holdings Inc. | 9,700 | $201K | 0.0% | N/A | 0.746% | |
11/8/2022 | Cookson Peirce & Co. Inc. | 9,918 | $206K | 0.0% | -29.5% | 0.763% | |
11/1/2022 | Kestra Advisory Services LLC | 11,560 | $240K | 0.0% | N/A | 0.889% | |
10/28/2022 | Benjamin Edwards Inc. | 1,713 | $36K | 0.0% | N/A | 0.132% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 74,618 | $1.55M | 0.1% | N/A | 5.740% | |
10/27/2022 | Asset Dedication LLC | 8,936 | $185K | 0.0% | +25.6% | 0.687% | |
10/18/2022 | CGN Advisors LLC | 43,846 | $910K | 0.2% | +16.9% | 3.654% | |
10/13/2022 | FOCUS Wealth Advisors LLC | 15,053 | $313K | 0.2% | +13.7% | 1.254% | |
10/3/2022 | Confluence Investment Management LLC | 296,473 | $6.16M | 0.1% | +67.1% | 26.952% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 23,305 | $507K | 0.0% | +7.7% | 2.119% | |
7/27/2022 | Garrett Investment Advisors LLC | 37,496 | $816K | 0.2% | N/A | 5.357% | |
7/20/2022 | Cookson Peirce & Co. Inc. | 14,061 | $306K | 0.0% | -4.9% | 2.344% | |
7/6/2022 | Confluence Investment Management LLC | 177,397 | $3.86M | 0.1% | +1.3% | 29.566% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 21,636 | $502K | 0.0% | -3.4% | 3.606% | |
5/3/2022 | Cookson Peirce & Co. Inc. | 14,780 | $343K | 0.0% | -3.2% | 2.463% | |
4/21/2022 | Asset Dedication LLC | 6,860 | $157K | 0.0% | +150.0% | 1.143% | |
4/14/2022 | FOCUS Wealth Advisors LLC | 13,242 | $307K | 0.2% | N/A | 2.207% | |
4/4/2022 | Confluence Investment Management LLC | 175,109 | $4.06M | 0.1% | +109.6% | 35.022% | |
2/3/2022 | Advisor Group Holdings Inc. | 10,919 | $280K | 0.0% | +134.7% | 2.184% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 22,392 | $573K | 0.0% | +5.8% | 4.478% | |
1/31/2022 | Cookson Peirce & Co. Inc. | 15,264 | $391K | 0.0% | +34.9% | 3.053% | |
1/21/2022 | Asset Dedication LLC | 2,744 | $72K | 0.0% | N/A | 0.686% | |
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1/4/2022 | Confluence Investment Management LLC | 83,559 | $2.14M | 0.0% | +2.7% | 20.890% | |
11/15/2021 | Royal Bank of Canada | 73,586 | $1.86M | 0.0% | +15.1% | 18.397% | |
11/4/2021 | Cookson Peirce & Co. Inc. | 11,311 | $287K | 0.0% | -12.6% | 2.828% | |
10/4/2021 | Confluence Investment Management LLC | 81,337 | $2.06M | 0.0% | +2.1% | 27.112% | |
8/16/2021 | Royal Bank of Canada | 63,905 | $1.64M | 0.0% | N/A | 21.302% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 20,581 | $528K | 0.0% | N/A | 6.860% | |
8/3/2021 | Cookson Peirce & Co. Inc. | 12,942 | $333K | 0.0% | N/A | 4.314% | |
8/2/2021 | Advisor Group Holdings Inc. | 4,653 | $120K | 0.0% | N/A | 1.551% | |
7/1/2021 | Confluence Investment Management LLC | 79,648 | $2.04M | 0.0% | +0.9% | 26.549% | |
5/18/2021 | Jane Street Group LLC | 51,513 | $1.29M | 0.0% | +493.2% | 25.757% | |