4/25/2024 | Armor Investment Advisors LLC | 55,413 | $2.73M | 1.3% | -4.1% | 1.817% | |
4/23/2024 | Milestone Asset Management LLC | 22,706 | $1.12M | 0.3% | N/A | 0.744% | |
4/22/2024 | Strategic Financial Concepts LLC | 48,404 | $2.39M | 0.6% | N/A | 1.587% | |
4/12/2024 | AdvisorNet Financial Inc | 7,077 | $349K | 0.0% | N/A | 0.310% | |
2/21/2024 | Austin Wealth Management LLC | 80,274 | $3.97M | 1.1% | +13.8% | 3.521% | |
2/5/2024 | Silver Oak Securities Incorporated | 16,947 | $833K | 0.1% | -8.1% | 0.743% | |
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2/5/2024 | McCarthy Asset Management Inc. | 4,097 | $202K | 0.1% | -16.3% | 0.180% | |
1/26/2024 | Financial Connections Group Inc. | 8,758 | $430K | 0.3% | -22.8% | 0.384% | |
1/26/2024 | Geneos Wealth Management Inc. | 4,148 | $204K | 0.0% | -55.2% | 0.182% | |
1/19/2024 | Armor Investment Advisors LLC | 57,752 | $2.84M | 1.5% | +7.2% | 2.533% | |
1/9/2024 | Traverso Chambers Private Wealth Management LLC | 40,589 | $2.00M | 0.5% | -26.4% | 1.780% | |
12/5/2023 | Austin Wealth Management LLC | 70,560 | $3.45M | 1.1% | N/A | 3.095% | |
11/20/2023 | Silver Oak Securities Incorporated | 18,442 | $902K | 0.2% | +11.8% | 0.809% | |
11/6/2023 | Financial Connections Group Inc. | 11,350 | $554K | 0.7% | -19.7% | 0.498% | |
10/26/2023 | Traverso Chambers Private Wealth Management LLC | 55,116 | $2.69M | 0.7% | -6.5% | 2.417% | |
10/23/2023 | Armor Investment Advisors LLC | 53,893 | $2.64M | 1.6% | -17.9% | 2.364% | |
10/23/2023 | Commonwealth Equity Services LLC | 6,595 | $322K | 0.0% | +9.0% | 0.289% | |
10/11/2023 | Geneos Wealth Management Inc. | 9,251 | $452K | 0.0% | -44.0% | 0.406% | |
8/10/2023 | Osaic Holdings Inc. | 59,200 | $2.88M | 0.0% | -3.0% | 2.596% | |
8/8/2023 | Geneos Wealth Management Inc. | 16,512 | $804K | 0.0% | -15.7% | 0.724% | |
8/7/2023 | McCarthy Asset Management Inc. | 4,842 | $236K | 0.2% | -35.7% | 0.212% | |
8/4/2023 | Envestnet Asset Management Inc. | 57,062 | $2.78M | 0.0% | +2.9% | 2.503% | |
8/2/2023 | Bank of Montreal Can | 15,082 | $736K | 0.0% | N/A | 0.661% | |
8/2/2023 | Silver Oak Securities Incorporated | 16,498 | $804K | 0.1% | +20.0% | 0.724% | |
7/31/2023 | BlackDiamond Wealth Management Inc. | 6,211 | $303K | 0.3% | -44.6% | 0.272% | |
7/19/2023 | Armor Investment Advisors LLC | 65,642 | $3.20M | 1.9% | +49.0% | 5.967% | |
7/14/2023 | Traverso Chambers Private Wealth Management LLC | 58,919 | $2.87M | 0.8% | -4.9% | 5.356% | |
5/9/2023 | Armor Investment Advisors LLC | 44,045 | $2.14M | 1.2% | +81.5% | 4.004% | |
5/9/2023 | McCarthy Asset Management Inc. | 7,525 | $366K | 0.2% | -3.5% | 0.684% | |
5/5/2023 | Financial Connections Group Inc. | 14,266 | $693K | 0.5% | -64.1% | 1.297% | |
5/5/2023 | Silver Oak Securities Incorporated | 13,747 | $669K | 0.1% | +9.9% | 1.250% | |
5/2/2023 | BlackDiamond Wealth Management Inc. | 11,205 | $546K | 0.6% | +13.8% | 1.019% | |
5/2/2023 | WNY Asset Management LLC | 39,390 | $1.92M | 0.5% | -45.8% | 3.581% | |
5/1/2023 | CWM LLC | 1,870 | $91K | 0.0% | -27.0% | 0.170% | |
4/25/2023 | Geneos Wealth Management Inc. | 19,590 | $953K | 0.1% | -6.3% | 1.781% | |
4/13/2023 | Traverso Chambers Private Wealth Management LLC | 61,978 | $3.01M | 0.8% | -3.2% | 5.634% | |
2/15/2023 | Financial Connections Group Inc. | 39,757 | $1.93M | 1.5% | -46.4% | 3.614% | |
2/10/2023 | Advisor Group Holdings Inc. | 76,937 | $3.73M | 0.0% | +237.7% | 6.994% | |
2/7/2023 | Commonwealth Equity Services LLC | 36,092 | $1.75M | 0.0% | +37.1% | 3.281% | |
2/7/2023 | Envestnet Asset Management Inc. | 71,021 | $3.44M | 0.0% | +38.2% | 6.456% | |
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2/2/2023 | Silver Oak Securities Incorporated | 12,511 | $606K | 0.1% | N/A | 1.137% | |
2/1/2023 | CWM LLC | 2,561 | $124K | 0.0% | N/A | 0.233% | |
1/31/2023 | Geneos Wealth Management Inc. | 20,896 | $1.01M | 0.1% | +62.3% | 1.900% | |
1/30/2023 | Armor Investment Advisors LLC | 24,265 | $1.18M | 0.7% | +139.9% | 2.206% | |
1/30/2023 | Pinnacle Wealth Management LLC | 23,560 | $1.14M | 1.4% | N/A | 2.142% | |
1/30/2023 | Traverso Chambers Private Wealth Management LLC | 64,003 | $3.10M | 0.9% | -9.9% | 5.818% | |
1/25/2023 | WNY Asset Management LLC | 72,651 | $3.52M | 1.0% | -2.3% | 6.919% | |
1/18/2023 | BlackDiamond Wealth Management Inc. | 9,850 | $478K | 0.5% | -20.2% | 0.938% | |
11/10/2022 | Envestnet Asset Management Inc. | 51,400 | $2.49M | 0.0% | N/A | 4.895% | |
11/8/2022 | Resources Investment Advisors LLC. | 5,000 | $243K | 0.0% | N/A | 0.476% | |
11/1/2022 | Financial Connections Group Inc. | 74,145 | $3.60M | 3.0% | +36.4% | 7.061% | |
10/31/2022 | Armor Investment Advisors LLC | 10,116 | $491K | 0.3% | +22.2% | 0.963% | |
10/27/2022 | ODonnell Financial Services LLC | 123,085 | $5.97M | 20.8% | -6.6% | 10.520% | |
10/26/2022 | BlackDiamond Wealth Management Inc. | 12,341 | $597K | 0.7% | +8.1% | 1.055% | |
10/25/2022 | WNY Asset Management LLC | 74,336 | $3.61M | 1.3% | N/A | 6.354% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 71,264 | $3.46M | 0.0% | +33.9% | 6.091% | |
10/12/2022 | Traverso Chambers Private Wealth Management LLC | 71,036 | $3.45M | 1.1% | N/A | 6.071% | |
8/1/2022 | Armor Investment Advisors LLC | 8,278 | $403K | 0.3% | N/A | 0.871% | |
7/27/2022 | ODonnell Financial Services LLC | 131,744 | $6.40M | 5.2% | -7.8% | 13.868% | |
7/22/2022 | Financial Connections Group Inc. | 54,374 | $2.65M | 2.3% | +127.4% | 6.797% | |
7/22/2022 | BlackDiamond Wealth Management Inc. | 11,421 | $556K | 0.7% | N/A | 1.428% | |
7/21/2022 | Leo H. Evart Inc. | 6,850 | $334K | 0.4% | N/A | 0.856% | |
7/20/2022 | McCarthy Asset Management Inc. | 7,661 | $373K | 0.3% | -6.1% | 0.958% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 53,235 | $2.59M | 0.0% | +564.7% | 6.654% | |
7/12/2022 | John W. Brooker & Co. CPAs | 2,097 | $102K | 0.1% | -9.2% | 0.262% | |
5/11/2022 | McCarthy Asset Management Inc. | 8,163 | $402K | 0.3% | N/A | 1.166% | |
5/4/2022 | ODonnell Financial Services LLC | 142,957 | $7.04M | 3.2% | +2.8% | 20.422% | |
4/29/2022 | Financial Connections Group Inc. | 23,913 | $1.18M | 1.2% | +1,704.8% | 3.416% | |
4/18/2022 | John W. Brooker & Co. CPAs | 2,310 | $114K | 0.1% | -23.2% | 0.342% | |
3/31/2022 | Leo H. Evart Inc. | 6,603 | $329K | 0.3% | N/A | 0.978% | |
2/8/2022 | Nvwm LLC | 500 | $25K | 0.0% | N/A | 0.080% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 7,996 | $398K | 0.0% | N/A | 1.279% | |
2/2/2022 | ODonnell Financial Services LLC | 139,051 | $6.91M | 3.2% | N/A | 23.175% | |
1/14/2022 | John W. Brooker & Co. CPAs | 3,007 | $150K | 0.1% | N/A | 0.573% | |