4/26/2024 | SlateStone Wealth LLC | 170,538 | $8.78M | 0.9% | -0.3% | 0.381% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 186,287 | $9.60M | 1.9% | +1.5% | 0.416% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 114,888 | $5.92M | 0.0% | +689.4% | 0.256% | |
4/18/2024 | Park Place Capital Corp | 1,088 | $56K | 0.0% | -50.0% | 0.003% | |
4/5/2024 | Carolina Wealth Advisors LLC | 123,528 | $6.36M | 3.4% | +5.4% | 0.313% | |
4/3/2024 | Strategic Advocates LLC | 21,702 | $1.12M | 0.4% | -85.0% | 0.055% | |
|
3/4/2024 | Richardson Financial Services Inc. | 3,244 | $171K | 0.1% | N/A | 0.008% | |
2/12/2024 | NYL Investors LLC | 364,800 | $19.22M | 0.8% | -45.3% | 0.924% | |
2/8/2024 | Janney Montgomery Scott LLC | 242,402 | $12.77M | 0.0% | +5.4% | 0.614% | |
2/7/2024 | Strategic Advocates LLC | 144,674 | $7.62M | 3.2% | -36.4% | 0.366% | |
2/5/2024 | RiverFront Investment Group LLC | 1,074,816 | $56.63M | 1.8% | +9.5% | 2.721% | |
2/1/2024 | SlateStone Wealth LLC | 170,987 | $9.01M | 1.2% | -5.3% | 0.433% | |
1/31/2024 | Naples Money Management LLC | 500 | $26K | 0.0% | N/A | 0.001% | |
1/30/2024 | Crescent Grove Advisors LLC | 4,641 | $245K | 0.0% | N/A | 0.012% | |
1/23/2024 | Carolina Wealth Advisors LLC | 117,200 | $6.18M | 3.2% | +0.6% | 0.297% | |
1/18/2024 | Meadow Creek Wealth Advisors LLC | 6,564 | $346K | 0.3% | N/A | 0.017% | |
1/8/2024 | Horizons Wealth Management | 3,492 | $184K | 0.1% | -49.8% | 0.009% | |
12/11/2023 | Sunbelt Securities Inc. | 3,795 | $179K | 0.0% | -17.4% | 0.010% | |
11/13/2023 | Allstate Corp | 35,774 | $1.69M | 0.1% | -7.1% | 0.091% | |
11/13/2023 | NYL Investors LLC | 667,400 | $31.46M | 1.3% | +1.7% | 1.690% | |
11/8/2023 | Janney Montgomery Scott LLC | 229,903 | $10.84M | 0.0% | +66.0% | 0.582% | |
11/7/2023 | RiverFront Investment Group LLC | 981,400 | $46.26M | 1.6% | +137.4% | 2.485% | |
11/2/2023 | FDx Advisors Inc. | 20,159 | $950K | 0.1% | -6.7% | 0.051% | |
10/26/2023 | NBT Bank N A NY | 9,435 | $445K | 0.0% | +52.1% | 0.024% | |
10/24/2023 | Bank of New York Mellon Corp | 103,557 | $4.88M | 0.0% | +1,261.5% | 0.262% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,013 | $708K | 0.0% | -54.3% | 0.038% | |
10/17/2023 | Carolina Wealth Advisors LLC | 116,521 | $5.49M | 3.1% | +8.8% | 0.295% | |
10/12/2023 | Horizons Wealth Management | 6,953 | $328K | 0.2% | -4.5% | 0.018% | |
10/12/2023 | SlateStone Wealth LLC | 180,609 | $8.51M | 1.2% | +17.2% | 0.457% | |
8/7/2023 | SlateStone Wealth LLC | 154,113 | $7.95M | 1.5% | N/A | 0.409% | |
8/1/2023 | RiverFront Investment Group LLC | 413,309 | $21.31M | 0.7% | +120.1% | 1.096% | |
7/31/2023 | Wayfinding Financial LLC | 6,392 | $326K | 0.2% | +7.0% | 0.017% | |
7/26/2023 | Janney Montgomery Scott LLC | 138,523 | $7.14M | 0.0% | +132.7% | 0.367% | |
7/24/2023 | NBT Bank N A NY | 6,205 | $320K | 0.0% | N/A | 0.016% | |
7/17/2023 | Carolina Wealth Advisors LLC | 107,136 | $5.52M | 3.3% | -0.4% | 0.284% | |
7/17/2023 | FDx Advisors Inc. | 21,606 | $1.11M | 0.1% | -61.9% | 0.057% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 32,878 | $1.70M | 0.0% | +38.3% | 0.087% | |
7/7/2023 | Agilis Partners LLC | 209,283 | $10.79M | 4.2% | +50.5% | 0.634% | |
7/3/2023 | Horizons Wealth Management | 7,281 | $375K | 0.3% | -3.6% | 0.022% | |
5/11/2023 | NYL Investors LLC | 652,300 | $34.17M | 2.1% | +0.5% | 2.058% | |
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5/9/2023 | US Bancorp DE | 13,150 | $689K | 0.0% | +1,222.9% | 0.041% | |
5/5/2023 | Assetmark Inc. | 344,648 | $18.06M | 0.1% | -13.3% | 1.087% | |
5/5/2023 | Wayfinding Financial LLC | 5,976 | $313K | 0.2% | N/A | 0.019% | |
5/1/2023 | Agilis Partners LLC | 139,070 | $7.29M | 3.2% | -0.8% | 0.439% | |
4/28/2023 | Janney Montgomery Scott LLC | 59,518 | $3.12M | 0.0% | -2.1% | 0.188% | |
4/26/2023 | James Investment Research Inc. | 1,124 | $59K | 0.0% | +340.8% | 0.004% | |
4/14/2023 | Carolina Wealth Advisors LLC | 107,567 | $5.64M | 3.3% | +3.8% | 0.339% | |
4/6/2023 | Horizons Wealth Management | 7,550 | $396K | 0.3% | -27.1% | 0.025% | |
3/6/2023 | OLD Mission Capital LLC | 34,990 | $1.74M | 0.0% | N/A | 0.114% | |
2/10/2023 | CoreCap Advisors LLC | 671 | $33K | 0.0% | N/A | 0.002% | |
2/10/2023 | FDx Advisors Inc. | 56,676 | $2.82M | 0.1% | +19.2% | 0.185% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 8,766 | $436K | 0.0% | -87.1% | 0.029% | |
2/6/2023 | Agilis Partners LLC | 140,256 | $6.98M | 3.2% | -17.2% | 0.457% | |
2/2/2023 | SG Americas Securities LLC | 3,500 | $174K | 0.0% | -96.5% | 0.011% | |
2/1/2023 | Janney Montgomery Scott LLC | 60,787 | $3.03M | 0.0% | +426.9% | 0.198% | |
1/20/2023 | Miracle Mile Advisors LLC | 265,563 | $13.22M | 0.5% | -21.1% | 0.843% | |
1/10/2023 | Carolina Wealth Advisors LLC | 103,652 | $5.16M | 3.3% | +36.2% | 0.349% | |
11/10/2022 | FDx Advisors Inc. | 47,543 | $2.29M | 0.1% | +1.8% | 0.176% | |
11/10/2022 | Connectus Wealth LLC | 371,687 | $17.95M | 0.4% | +183.3% | 1.377% | |
11/9/2022 | NYL Investors LLC | 591,900 | $28.55M | 3.3% | +1.9% | 2.192% | |
11/9/2022 | ShoreHaven Wealth Partners LLC | 41,487 | $2M | 1.5% | +71.6% | 0.154% | |
11/8/2022 | Advisors Asset Management Inc. | 4,251 | $205K | 0.0% | -25.6% | 0.016% | |
11/8/2022 | Strategic Blueprint LLC | 4,468 | $215K | 0.0% | -15.2% | 0.017% | |
11/4/2022 | Agilis Partners LLC | 169,296 | $8.17M | 5.1% | +77.4% | 0.627% | |
10/31/2022 | SG Americas Securities LLC | 100,200 | $4.83M | 0.1% | N/A | 0.362% | |
10/27/2022 | US Bancorp DE | 2,009 | $97K | 0.0% | -25.2% | 0.007% | |
10/25/2022 | Janney Montgomery Scott LLC | 11,537 | $556K | 0.0% | -7.8% | 0.042% | |
10/24/2022 | Miracle Mile Advisors LLC | 336,746 | $16.24M | 0.8% | +1.2% | 1.216% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 68,170 | $3.29M | 0.0% | +17.9% | 0.242% | |
10/14/2022 | Carolina Wealth Advisors LLC | 76,080 | $3.67M | 2.9% | +2.6% | 0.270% | |
8/19/2022 | Horizons Wealth Management | 10,484 | $576K | 0.5% | N/A | 0.042% | |
8/15/2022 | PFS Investments Inc. | 207,414 | $11.06M | 0.2% | N/A | 0.830% | |
8/12/2022 | Strategic Blueprint LLC | 5,268 | $281K | 0.0% | +10.0% | 0.021% | |
8/12/2022 | Protective Life Corp | 85,000 | $4.53M | 3.4% | N/A | 0.340% | |
8/11/2022 | CoreCap Advisors LLC | 1,499 | $80K | 0.0% | N/A | 0.006% | |
8/10/2022 | NYL Investors LLC | 580,600 | $30.95M | 3.6% | -23.1% | 2.322% | |
8/10/2022 | River & Mercantile LLC | 95,444 | $5.09M | 3.1% | -40.0% | 0.382% | |
8/3/2022 | Janney Montgomery Scott LLC | 12,519 | $659K | 0.0% | +5.7% | 0.049% | |
8/3/2022 | Assetmark Inc. | 498,189 | $26.56M | 0.1% | -1.9% | 1.969% | |
8/3/2022 | FDx Advisors Inc. | 46,687 | $2.49M | 0.1% | N/A | 0.185% | |
8/1/2022 | ShoreHaven Wealth Partners LLC | 24,175 | $1.29M | 0.9% | -49.3% | 0.096% | |
8/1/2022 | US Bancorp DE | 2,687 | $143K | 0.0% | -19.3% | 0.011% | |
7/19/2022 | Carolina Wealth Advisors LLC | 74,167 | $3.95M | 2.6% | +17.0% | 0.293% | |
7/15/2022 | Miracle Mile Advisors LLC | 332,884 | $17.75M | 0.8% | N/A | 1.337% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 57,807 | $3.08M | 0.0% | -45.1% | 0.232% | |
6/7/2022 | Bank of America Corp DE | 1,429,509 | $87.80M | 0.0% | +1.6% | 5.415% | |
5/31/2022 | Mid American Wealth Advisory Group Inc. | 77,048 | $4.73M | 3.7% | +41.9% | 0.292% | |
5/16/2022 | Copperleaf Capital LLC | 29,061 | $1.79M | 1.6% | -3.1% | 0.113% | |
5/13/2022 | Klaas Financial Asset Advisors LLC | 43,864 | $2.69M | 0.6% | -5.5% | 0.170% | |
5/13/2022 | Prudential PLC | 1,884,761 | $115.76M | 1.7% | +6.4% | 7.305% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
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5/12/2022 | Alterna Wealth Management Inc. | 11,125 | $683K | 0.6% | N/A | 0.043% | |
5/12/2022 | Founders Financial Alliance LLC | 808 | $50K | 0.0% | -18.9% | 0.003% | |
5/12/2022 | NYL Investors LLC | 755,000 | $46.37M | 6.4% | +1.0% | 2.926% | |
5/12/2022 | Nwam LLC | 20,497 | $1.26M | 0.1% | N/A | 0.079% | |
5/12/2022 | Cetera Advisor Networks LLC | 9,819 | $603K | 0.0% | -41.9% | 0.038% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 105,304 | $6.47M | 0.0% | +8.8% | 0.408% | |
5/11/2022 | River & Mercantile LLC | 159,101 | $9.77M | 4.9% | -1.7% | 0.617% | |
5/11/2022 | 55I LLC | 51,135 | $3.14M | 0.1% | +3.1% | 0.198% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 2,011 | $124K | 0.0% | -27.8% | 0.008% | |
5/9/2022 | Liberty Wealth Management LLC | 29,342 | $1.78M | 0.6% | +17.6% | 0.114% | |