5/21/2024 | LRI Investments LLC | 1,960 | $96K | 0.0% | N/A | 0.005% | |
5/17/2024 | Comerica Bank | 15,259 | $751K | 0.0% | -15.7% | 0.035% | |
5/15/2024 | Fairview Capital Investment Management LLC | 91,300 | $4.49M | 0.3% | -0.5% | 0.212% | |
5/15/2024 | LRI Investments LLC | 1,960 | $96K | 0.0% | N/A | 0.005% | |
5/10/2024 | TIAA Trust National Association | 494,105 | $24.33M | 0.1% | -7.9% | 1.149% | |
5/2/2024 | Argent Advisors Inc. | 36,305 | $1.79M | 0.7% | +4.7% | 0.084% | |
|
5/1/2024 | BNP Paribas Financial Markets | 1,339 | $66K | 0.0% | -86.5% | 0.003% | |
4/30/2024 | Camden National Bank | 242,186 | $11.92M | 2.1% | +0.1% | 0.563% | |
4/29/2024 | Sierra Capital LLC | 105,036 | $5.17M | 0.7% | +37.7% | 0.244% | |
4/25/2024 | Summit Financial LLC | 92,203 | $4.54M | 0.3% | -14.9% | 0.215% | |
4/25/2024 | Christopher J. Hasenberg Inc | 632 | $31K | 0.0% | N/A | 0.001% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 1,011,062 | $49.76M | 1.7% | +0.2% | 2.357% | |
4/5/2024 | NBC Securities Inc. | 8,227 | $414K | 0.0% | -24.8% | 0.018% | |
4/3/2024 | Strategic Advocates LLC | 17,937 | $883K | 0.3% | +4.5% | 0.040% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 831 | $41K | 0.0% | N/A | 0.002% | |
2/13/2024 | Fairview Capital Investment Management LLC | 91,750 | $4.51M | 0.3% | +5.2% | 0.205% | |
2/12/2024 | Partners Capital Investment Group LLP | 282,946 | $13.92M | 0.3% | -2.7% | 0.634% | |
2/12/2024 | Camden National Bank | 241,938 | $11.90M | 2.2% | -2.5% | 0.542% | |
2/8/2024 | Greenup Street Wealth Management LLC | 271,324 | $13.35M | 3.7% | +9.2% | 0.608% | |
2/8/2024 | Laffer Tengler Investments Inc. | 23,241 | $1.14M | 0.3% | +25.1% | 0.052% | |
2/7/2024 | Strategic Advocates LLC | 17,157 | $844K | 0.4% | +21.3% | 0.038% | |
2/7/2024 | NBC Securities Inc. | 10,944 | $538K | 0.1% | -46.7% | 0.025% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 42,702 | $2.10M | 0.1% | -6.3% | 0.096% | |
2/7/2024 | BNP Paribas Financial Markets | 9,918 | $488K | 0.0% | +4,049.8% | 0.022% | |
2/6/2024 | Summit Financial LLC | 108,294 | $5.33M | 0.3% | +0.8% | 0.243% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 30,790 | $1.57M | 0.5% | -32.4% | 0.069% | |
1/30/2024 | Sierra Capital LLC | 76,287 | $3.75M | 0.6% | +5.2% | 0.171% | |
1/24/2024 | Private Trust Co. NA | 3,786 | $186K | 0.0% | +87.8% | 0.008% | |
1/23/2024 | Farmers & Merchants Investments Inc. | 1,009,315 | $49.66M | 1.8% | -2.4% | 2.255% | |
1/23/2024 | TIAA Trust National Association | 536,361 | $26.39M | 0.1% | +50.2% | 1.199% | |
1/19/2024 | True Link Financial Advisors LLC | 10,815 | $532K | 0.1% | -6.1% | 0.024% | |
1/19/2024 | Life Planning Partners Inc | 30,548 | $1.50M | 1.5% | N/A | 0.068% | |
1/16/2024 | Rosenberg Matthew Hamilton | 118,244 | $5.82M | 1.8% | -1.1% | 0.264% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 315,874 | $15.54M | 1.6% | +1.1% | 0.702% | |
11/15/2023 | Ameriprise Financial Inc. | 1,855,973 | $89.22M | 0.0% | +16.4% | 3.932% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 45,558 | $2.19M | 0.1% | -11.3% | 0.097% | |
11/13/2023 | Bramshill Investments LLC | 179,238 | $8.60M | 1.0% | -1.8% | 0.380% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 153,966 | $7.39M | 0.0% | -1.7% | 0.326% | |
11/9/2023 | Argent Advisors Inc. | 36,795 | $1.77M | 0.8% | +1.3% | 0.078% | |
11/8/2023 | Greenup Street Wealth Management LLC | 248,563 | $11.93M | 3.9% | +106.0% | 0.527% | |
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11/8/2023 | Janney Montgomery Scott LLC | 7,292 | $350K | 0.0% | -3.3% | 0.015% | |
11/7/2023 | Summit Financial LLC | 107,464 | $5.16M | 0.4% | +5.2% | 0.228% | |
11/4/2023 | NBC Securities Inc. | 20,531 | $985K | 0.1% | N/A | 0.043% | |
11/4/2023 | Camden National Bank | 248,086 | $11.91M | 2.4% | -2.1% | 0.526% | |
10/31/2023 | Sierra Capital LLC | 72,518 | $3.48M | 0.6% | +0.6% | 0.154% | |
10/27/2023 | TIAA Trust National Association | 357,127 | $17.14M | 0.1% | N/A | 0.750% | |
10/25/2023 | Farmers & Merchants Investments Inc. | 1,033,608 | $49.61M | 1.9% | -7.2% | 2.171% | |
10/25/2023 | Buffington Mohr McNeal | 92,440 | $4.44M | 1.0% | -41.5% | 0.194% | |
10/18/2023 | Private Trust Co. NA | 2,016 | $97K | 0.0% | +406.5% | 0.004% | |
10/11/2023 | Rosenberg Matthew Hamilton | 119,605 | $5.74M | 1.9% | -27.5% | 0.246% | |
8/14/2023 | Partners Capital Investment Group LLP | 295,244 | $14.23M | 0.3% | +23.4% | 0.582% | |
8/11/2023 | Baird Financial Group Inc. | 132,584 | $6.39M | 0.0% | +32.0% | 0.261% | |
8/11/2023 | Summit Financial LLC | 102,110 | $4.92M | 0.4% | +644.2% | 0.201% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 156,559 | $7.55M | 0.0% | +6.1% | 0.308% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 51,386 | $2.48M | 0.2% | -6.1% | 0.101% | |
8/9/2023 | Camden National Bank | 253,483 | $12.22M | 2.4% | -0.1% | 0.499% | |
8/8/2023 | American Money Management LLC | 47,498 | $2.29M | 0.6% | -5.8% | 0.094% | |
8/8/2023 | 9258 Wealth Management LLC | 6,686 | $322K | 0.1% | -17.0% | 0.013% | |
8/7/2023 | Greenup Street Wealth Management LLC | 120,651 | $5.82M | 1.6% | -10.5% | 0.238% | |
8/4/2023 | Argent Advisors Inc. | 36,306 | $1.75M | 0.8% | -12.6% | 0.072% | |
8/1/2023 | Farmers & Merchants Investments Inc. | 1,113,909 | $53.70M | 2.0% | -2.7% | 2.195% | |
7/31/2023 | Sierra Capital LLC | 72,121 | $3.48M | 0.6% | +11.9% | 0.142% | |
7/31/2023 | TIAA FSB | 489,054 | $23.58M | 0.1% | -33.5% | 0.964% | |
7/28/2023 | Fort Washington Investment Advisors Inc. OH | 6,542 | $315K | 0.0% | -21.6% | 0.013% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 279,018 | $13.45M | 1.6% | +7.1% | 0.547% | |
7/25/2023 | Buffington Mohr McNeal | 158,146 | $7.62M | 1.6% | -4.7% | 0.310% | |
7/17/2023 | GoalVest Advisory LLC | 1,008 | $49K | 0.0% | N/A | 0.002% | |
7/10/2023 | Disciplined Investments LLC | 18,422 | $888K | 0.5% | +3.7% | 0.036% | |
5/15/2023 | Eldridge Investment Advisors Inc. | 30,924 | $1.50M | 0.5% | -27.0% | 0.055% | |
5/12/2023 | Retirement Group LLC | 3,150 | $153K | 0.1% | -47.0% | 0.006% | |
5/12/2023 | Farmers & Merchants Investments Inc. | 1,144,788 | $55.50M | 2.2% | +2.2% | 2.039% | |
5/11/2023 | Colonial Trust Advisors | 132,855 | $6.44M | 0.8% | +2.4% | 0.237% | |
5/11/2023 | Bramshill Investments LLC | 185,820 | $9.01M | 1.1% | N/A | 0.331% | |
5/11/2023 | Colonial Trust Co SC | 83,901 | $4.07M | 1.0% | +1.4% | 0.149% | |
5/11/2023 | Edmond DE Rothschild Holding S.A. | 6,250 | $303K | 0.0% | N/A | 0.011% | |
5/11/2023 | One Capital Management LLC | 76,614 | $3.71M | 0.2% | N/A | 0.136% | |
5/10/2023 | American Money Management LLC | 50,408 | $2.44M | 0.6% | -18.3% | 0.090% | |
5/9/2023 | Archer Investment Corp | 3,273 | $159K | 0.1% | +256.1% | 0.006% | |
5/9/2023 | Laffer Tengler Investments | 24,076 | $1.17M | 0.3% | -19.1% | 0.043% | |
5/8/2023 | Greenup Street Wealth Management LLC | 134,865 | $6.54M | 2.3% | +470.9% | 0.240% | |
5/8/2023 | Camden National Bank | 253,831 | $12.31M | 2.5% | -0.8% | 0.452% | |
5/5/2023 | Assetmark Inc. | 20,865 | $1.01M | 0.0% | -90.7% | 0.037% | |
5/2/2023 | Arkadios Wealth Advisors | 5,805 | $281K | 0.0% | -4.9% | 0.010% | |
5/1/2023 | Sierra Capital LLC | 64,443 | $3.12M | 0.5% | +71.6% | 0.115% | |
4/28/2023 | Janney Montgomery Scott LLC | 7,616 | $369K | 0.0% | -90.7% | 0.013% | |
4/26/2023 | Buffington Mohr McNeal | 165,974 | $8.05M | 1.8% | -13.3% | 0.293% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 260,417 | $12.63M | 1.7% | -11.3% | 0.461% | |
4/24/2023 | Argent Advisors Inc. | 41,549 | $2.01M | 1.0% | +38.5% | 0.074% | |
4/19/2023 | TIAA FSB | 735,414 | $35.65M | 0.1% | +117.2% | 1.291% | |
4/17/2023 | Rosenberg Matthew Hamilton | 182,640 | $8.85M | 2.9% | +8.6% | 0.321% | |
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3/6/2023 | OLD Mission Capital LLC | 186,142 | $8.91M | 0.2% | N/A | 0.310% | |
2/13/2023 | Wealthspan Partners LLC | 9,175 | $439K | 0.4% | -40.1% | 0.015% | |
2/10/2023 | Fairview Capital Investment Management LLC | 88,200 | $4.22M | 0.3% | -15.4% | 0.147% | |
2/10/2023 | CoreCap Advisors LLC | 7,981 | $382K | 0.0% | -3.4% | 0.013% | |
2/10/2023 | Laffer Tengler Investments | 29,755 | $1.42M | 0.4% | +4.3% | 0.050% | |
2/10/2023 | Camden National Bank | 255,997 | $12.25M | 2.6% | -4.3% | 0.426% | |
2/8/2023 | Sierra Capital LLC | 37,556 | $1.80M | 0.3% | +263.9% | 0.062% | |
2/7/2023 | Summit Financial LLC | 13,714 | $656K | 0.1% | -19.6% | 0.023% | |
2/3/2023 | Eldridge Investment Advisors Inc. | 42,368 | $2.03M | 0.7% | N/A | 0.070% | |
2/3/2023 | Archer Investment Corp | 919 | $44K | 0.0% | N/A | 0.002% | |