| 8/15/2025 | Captrust Financial Advisors | 33,499 | $705K | 0.0% | -17.8% | 0.042% | |
| 8/15/2025 | Ameriprise Financial Inc. | 1,565,212 | $32.85M | 0.0% | +20.0% | 1.978% | |
| 8/13/2025 | Flow Traders U.S. LLC | 37,684 | $793K | 0.0% | N/A | 0.048% | |
| 8/13/2025 | Cheviot Value Management LLC | 243,484 | $5.11M | 0.6% | +5.0% | 0.308% | |
| 8/12/2025 | JPMorgan Chase & Co. | 143,481 | $3.02M | 0.0% | +47.6% | 0.181% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 281,089 | $5.91M | 0.1% | N/A | 0.370% | |
| 8/1/2025 | Motley Fool Wealth Management LLC | 584,669 | $12.30M | 0.7% | -9.6% | 0.769% | |
| 7/31/2025 | Leavell Investment Management Inc. | 10,860 | $228K | 0.0% | N/A | 0.014% | |
| 7/30/2025 | Sonata Capital Group Inc. | 13,600 | $286K | 0.1% | N/A | 0.018% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 10,491 | $221K | 0.0% | +44.3% | 0.014% | |
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| 7/29/2025 | Lyell Wealth Management LP | 253,000 | $5.32M | 0.4% | +3.7% | 0.333% | |
| 7/22/2025 | Belpointe Asset Management LLC | 45,472 | $957K | 0.0% | +52.7% | 0.060% | |
| 7/21/2025 | Crews Bank & Trust | 16,430 | $346K | 0.1% | +40.4% | 0.022% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 27,761 | $584K | 0.1% | +54.5% | 0.037% | |
| 7/18/2025 | Centricity Wealth Management LLC | 27,260 | $574K | 0.5% | +3.7% | 0.036% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 386,395 | $8.13M | 0.0% | +5.4% | 0.509% | |
| 7/11/2025 | Adirondack Trust Co. | 120,993 | $2.54M | 0.9% | +8.6% | 0.161% | |
| 7/9/2025 | Praetorian Wealth Management Inc. | 211,570 | $4.45M | 1.0% | +42.3% | 0.281% | |
| 7/9/2025 | Lbmc Investment Advisors LLC | 81,724 | $1.72M | 0.1% | N/A | 0.109% | |
| 7/9/2025 | Bank of New Hampshire | 46,490 | $978K | 0.2% | +17.0% | 0.062% | |
| 7/9/2025 | Sarver Vrooman Wealth Advisors | 2,150,445 | $45.25M | 30.1% | +1.0% | 2.860% | |
| 7/8/2025 | Parallel Advisors LLC | 255,333 | $5.37M | 0.1% | +7.7% | 0.340% | |
| 7/1/2025 | Confluence Investment Management LLC | 487,502 | $10.26M | 0.1% | -0.6% | 0.651% | |
| 5/16/2025 | Peloton Wealth Strategists | 199,350 | $4.14M | 1.7% | +17.3% | 0.282% | |
| 5/16/2025 | NewEdge Advisors LLC | 945,737 | $19.62M | 0.1% | -1.8% | 1.337% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 28,640 | $594K | 0.0% | +5.4% | 0.040% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 646,620 | $13.42M | 0.8% | -4.8% | 0.914% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 14,307 | $297K | 0.0% | +6.5% | 0.020% | |
| 5/9/2025 | Cheviot Value Management LLC | 231,971 | $4.78M | 0.6% | N/A | 0.328% | |
| 5/8/2025 | Lyell Wealth Management LP | 243,975 | $5.06M | 0.5% | +3.0% | 0.345% | |
| 5/8/2025 | Roble Belko & Company Inc | 20,992 | $436K | 0.1% | +5.7% | 0.030% | |
| 5/5/2025 | Arrow Financial Corp | 699,516 | $14.52M | 1.6% | -0.4% | 0.989% | |
| 5/5/2025 | Gradient Capital Advisors LLC | 39,388 | $817K | 0.3% | +5.0% | 0.056% | |
| 4/28/2025 | Buffington Mohr McNeal | 673,998 | $13.99M | 2.8% | +1.8% | 0.957% | |
| 4/28/2025 | First Horizon Advisors Inc. | 3,918 | $81K | 0.0% | N/A | 0.006% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 23,751 | $493K | 0.0% | +51.2% | 0.034% | |
| 4/22/2025 | Crews Bank & Trust | 11,700 | $243K | 0.0% | +160.0% | 0.017% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 366,578 | $7.61M | 0.0% | +3.4% | 0.520% | |
| 4/16/2025 | Praetorian Wealth Management Inc. | 148,695 | $3.09M | 0.8% | +296.8% | 0.211% | |
| 4/14/2025 | Bank of New Hampshire | 39,740 | $825K | 0.2% | +7.4% | 0.056% | |
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| 4/11/2025 | Princeton Global Asset Management LLC | 7,270 | $151K | 0.0% | +9.5% | 0.010% | |
| 4/8/2025 | Parallel Advisors LLC | 237,022 | $4.92M | 0.1% | -6.9% | 0.342% | |
| 4/3/2025 | Adirondack Trust Co. | 111,414 | $2.31M | 0.9% | +10.4% | 0.161% | |
| 4/1/2025 | Confluence Investment Management LLC | 490,577 | $10.18M | 0.1% | -1.2% | 0.708% | |
| 2/18/2025 | 10Elms LLP | 2,000 | $41K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Captrust Financial Advisors | 40,672 | $828K | 0.0% | -4.9% | 0.102% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 13,430 | $273K | 0.0% | N/A | 0.034% | |
| 2/17/2025 | Ameriprise Financial Inc. | 792,563 | $16.14M | 0.0% | +137.3% | 1.986% | |
| 2/14/2025 | Arrow Financial Corp | 702,409 | $14.29M | 1.4% | +3.3% | 1.760% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 70,431 | $1.43M | 0.0% | +9.2% | 0.177% | |
| 2/12/2025 | Motley Fool Wealth Management LLC | 679,423 | $13.80M | 0.7% | N/A | 1.703% | |
| 2/11/2025 | Sandy Spring Bank | 254,265 | $5.17M | 0.2% | +4.3% | 0.637% | |
| 2/10/2025 | Parallel Advisors LLC | 254,468 | $5.18M | 0.1% | +19.5% | 0.638% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 22,000 | $448K | 0.0% | +25.7% | 0.055% | |
| 2/6/2025 | Jones Financial Companies Lllp | 12,472 | $254K | 0.0% | +101.6% | 0.031% | |
| 2/5/2025 | Peloton Wealth Strategists | 170,000 | $3.46M | 1.4% | +15.1% | 0.426% | |
| 2/3/2025 | Centricity Wealth Management LLC | 26,290 | $535K | 0.5% | N/A | 0.066% | |
| 2/3/2025 | Lyell Wealth Management LP | 236,975 | $4.82M | 0.4% | +42.9% | 0.594% | |
| 1/30/2025 | Newman Dignan & Sheerar Inc. | 16,000 | $326K | 0.1% | +8.3% | 0.040% | |
| 1/30/2025 | Bogart Wealth LLC | 5,248 | $107K | 0.0% | N/A | 0.013% | |
| 1/29/2025 | Gradient Capital Advisors LLC | 37,516 | $763K | 0.2% | +8.3% | 0.094% | |
| 1/23/2025 | RVW Wealth LLC | 13,680 | $278K | 0.0% | N/A | 0.034% | |
| 1/23/2025 | Crews Bank & Trust | 4,500 | $92K | 0.0% | N/A | 0.011% | |
| 1/22/2025 | Buffington Mohr McNeal | 661,768 | $13.47M | 2.2% | +3.0% | 1.659% | |
| 1/21/2025 | Archford Capital Strategies LLC | 112,738 | $2.29M | 0.3% | -1.2% | 0.283% | |
| 1/17/2025 | Adirondack Trust Co. | 100,915 | $2.05M | 0.8% | +80.4% | 0.253% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 354,593 | $7.22M | 0.0% | +5.2% | 0.889% | |
| 1/16/2025 | First United Bank & Trust | 2,307 | $47K | 0.0% | N/A | 0.006% | |
| 1/14/2025 | Roble Belko & Company Inc | 19,865 | $404K | 0.1% | +32.5% | 0.050% | |
| 1/10/2025 | Praetorian Wealth Management Inc. | 37,475 | $763K | 0.2% | N/A | 0.094% | |
| 1/7/2025 | Bank of New Hampshire | 37,015 | $753K | 0.2% | +22.7% | 0.093% | |
| 1/2/2025 | Confluence Investment Management LLC | 496,614 | $10.11M | 0.1% | +0.6% | 1.245% | |
| 11/15/2024 | Peloton Wealth Strategists | 147,700 | $3.13M | 1.2% | +23.1% | 0.370% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 26,762 | $568K | 0.0% | +9.2% | 0.067% | |
| 11/14/2024 | Captrust Financial Advisors | 42,782 | $908K | 0.0% | +17.2% | 0.107% | |
| 11/4/2024 | Arrow Financial Corp | 679,681 | $14.42M | 1.3% | +1.3% | 1.703% | |
| 10/31/2024 | Confluence Investment Management LLC | 493,656 | $10.48M | 0.1% | N/A | 1.237% | |
| 10/31/2024 | Montecito Bank & Trust | 36,579 | $776K | 0.1% | +47.1% | 0.092% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 337,146 | $7.15M | 0.0% | +5.8% | 0.845% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 6,562 | $139K | 0.0% | +112.4% | 0.016% | |
| 10/29/2024 | Farther Finance Advisors LLC | 4,334 | $92K | 0.0% | N/A | 0.011% | |
| 10/23/2024 | Lyell Wealth Management LP | 165,800 | $3.52M | 0.3% | +501.8% | 0.416% | |
| 10/16/2024 | Buffington Mohr McNeal | 642,523 | $13.63M | 2.2% | +4.0% | 1.610% | |
| 10/9/2024 | Adirondack Trust Co. | 55,942 | $1.19M | 0.5% | +43.8% | 0.140% | |
| 8/28/2024 | Farmers National Bank | 33,468 | $679K | 0.2% | +8.9% | 0.084% | |
| 8/15/2024 | Peloton Wealth Strategists | 120,000 | $2.44M | 1.0% | +10.6% | 0.301% | |
| 8/8/2024 | Lyell Wealth Management LP | 27,550 | $559K | 0.1% | +42.9% | 0.069% | |
| 8/8/2024 | Parallel Advisors LLC | 135,011 | $2.74M | 0.1% | +7.6% | 0.338% | |
| 7/30/2024 | Arrow Financial Corp | 670,910 | $13.61M | 1.3% | +2.3% | 1.681% | |
| 7/18/2024 | Timber Creek Capital Management LLC | 25,963 | $527K | 0.2% | -2.0% | 0.065% | |
This stock could leave NVDA in the dust (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 7/17/2024 | Montecito Bank & Trust | 24,873 | $505K | 0.1% | +66.6% | 0.062% | |
| 7/17/2024 | Archford Capital Strategies LLC | 116,283 | $2.36M | 0.4% | +4.7% | 0.291% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 10,685 | $217K | 0.1% | N/A | 0.027% | |
| 7/11/2024 | Buffington Mohr McNeal | 617,686 | $12.53M | 2.2% | +2.0% | 1.548% | |
| 7/9/2024 | Adirondack Trust Co. | 38,893 | $789K | 0.3% | -42.5% | 0.097% | |
| 7/1/2024 | Bank of New Hampshire | 30,175 | $612K | 0.2% | -1.9% | 0.076% | |
| 5/21/2024 | Arrow Financial Corp | 655,960 | $13.44M | 1.3% | +3.4% | 1.644% | |
| 5/17/2024 | Comerica Bank | 26,462 | $542K | 0.0% | +64.9% | 0.066% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 290,725 | $5.96M | 0.0% | +15.9% | 0.744% | |
| 4/24/2024 | Archford Capital Strategies LLC | 111,060 | $2.28M | 0.4% | +5.4% | 0.284% | |
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