5/7/2024 | WNY Asset Management LLC | 12,064 | $187K | 0.0% | N/A | 0.072% | |
5/7/2024 | Allegheny Financial Group LTD | 13,988 | $217K | 0.1% | N/A | 0.084% | |
5/7/2024 | PFG Advisors | 13,464 | $209K | 0.0% | -7.3% | 0.081% | |
5/1/2024 | BNP Paribas Financial Markets | 24,943 | $388K | 0.0% | +15.8% | 0.153% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 97,300 | $1.51M | 0.0% | +5.8% | 0.597% | |
4/29/2024 | Commonwealth Equity Services LLC | 126,694 | $1.97M | 0.0% | -1.0% | 0.777% | |
|
4/18/2024 | Narus Financial Partners LLC | 169,955 | $2.64M | 1.1% | +14.9% | 1.043% | |
4/15/2024 | First National Corp MA ADV | 238,112 | $3.70M | 0.9% | -0.7% | 1.465% | |
4/9/2024 | Mather Group LLC. | 2,100 | $33K | 0.0% | N/A | 0.013% | |
2/14/2024 | Prudential PLC | 548,872 | $7.70M | 0.1% | +15.6% | 3.378% | |
2/12/2024 | Scotia Capital Inc. | 10,204 | $142K | 0.0% | N/A | 0.063% | |
2/9/2024 | Wells Fargo & Company MN | 1,699,793 | $23.64M | 0.0% | -5.9% | 10.460% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,573 | $189K | 0.0% | +7.7% | 0.084% | |
2/6/2024 | Lincoln National Corp | 27,947 | $389K | 0.0% | +28.2% | 0.172% | |
2/6/2024 | National Bank of Canada FI | 2,200 | $30K | 0.0% | N/A | 0.014% | |
1/25/2024 | Narus Financial Partners LLC | 147,971 | $2.06M | 1.0% | -13.8% | 0.911% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 92,000 | $1.28M | 0.0% | -11.5% | 0.566% | |
1/24/2024 | Asset Management One Co. Ltd. | 136,500 | $1.90M | 0.0% | +11.4% | 0.840% | |
1/19/2024 | PFG Advisors | 14,529 | $202K | 0.0% | -11.9% | 0.089% | |
1/18/2024 | Global Retirement Partners LLC | 11,550 | $162K | 0.0% | N/A | 0.071% | |
1/18/2024 | First National Corp MA ADV | 239,681 | $3.33M | 0.8% | -34.0% | 1.475% | |
1/10/2024 | Cornerstone Wealth Management LLC | 13,665 | $190K | 0.0% | N/A | 0.084% | |
11/15/2023 | Integrated Wealth Concepts LLC | 67,973 | $1.20M | 0.0% | N/A | 0.418% | |
11/13/2023 | Prudential PLC | 474,972 | $8.51M | 0.1% | -9.3% | 2.923% | |
11/8/2023 | Atria Wealth Solutions Inc. | 13,046 | $230K | 0.0% | -40.6% | 0.080% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,604 | $222K | 0.0% | -19.4% | 0.078% | |
11/6/2023 | Aveo Capital Partners LLC | 10,098 | $178K | 0.0% | N/A | 0.062% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,155 | $197K | 0.0% | -20.0% | 0.069% | |
10/30/2023 | Narus Financial Partners LLC | 171,754 | $3.03M | 1.6% | +4.1% | 1.057% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 104,000 | $1.84M | 0.0% | -13.0% | 0.640% | |
10/24/2023 | First National Corp MA ADV | 363,205 | $6.41M | 1.7% | +72.4% | 2.235% | |
10/23/2023 | Commonwealth Equity Services LLC | 125,624 | $2.22M | 0.0% | -2.8% | 0.773% | |
10/19/2023 | Asset Management One Co. Ltd. | 122,500 | $2.16M | 0.0% | -28.2% | 0.754% | |
10/13/2023 | PFG Advisors | 16,486 | $291K | 0.0% | -3.7% | 0.101% | |
10/10/2023 | Savior LLC | 74,588 | $1.32M | 9.1% | N/A | 0.459% | |
8/30/2023 | Narus Financial Partners LLC | 165,037 | $2.33M | 1.2% | +3.7% | 1.016% | |
8/14/2023 | Eqis Capital Management Inc. | 15,135 | $214K | 0.0% | N/A | 0.093% | |
8/10/2023 | Commonwealth Equity Services LLC | 129,182 | $1.82M | 0.0% | +1.6% | 0.795% | |
8/10/2023 | Cetera Advisor Networks LLC | 40,802 | $576K | 0.0% | -8.5% | 0.251% | |
8/4/2023 | Envestnet Asset Management Inc. | 177,972 | $2.51M | 0.0% | -17.4% | 0.965% | |
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8/4/2023 | Apollon Wealth Management LLC | 18,890 | $267K | 0.0% | N/A | 0.102% | |
8/3/2023 | Atria Wealth Solutions Inc. | 21,968 | $310K | 0.0% | -6.1% | 0.119% | |
7/31/2023 | LPL Financial LLC | 113,882 | $1.61M | 0.0% | -3.1% | 0.617% | |
7/31/2023 | First National Corp MA ADV | 210,658 | $2.97M | 0.7% | N/A | 1.142% | |
7/26/2023 | Fifth Third Bancorp | 1,845 | $26K | 0.0% | +210.1% | 0.010% | |
7/20/2023 | PFG Advisors | 17,123 | $242K | 0.0% | -9.3% | 0.093% | |
7/18/2023 | Virtue Capital Management LLC | 33,543 | $480K | 0.1% | -7.4% | 0.182% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 54,507 | $770K | 0.0% | -11.2% | 0.295% | |
6/27/2023 | Narus Financial Partners LLC | 159,182 | $2.32M | 1.3% | N/A | 0.863% | |
5/12/2023 | Prudential PLC | 545,372 | $7.83M | 0.1% | +9.0% | 2.783% | |
5/10/2023 | Private Advisor Group LLC | 25,192 | $367K | 0.0% | N/A | 0.129% | |
5/9/2023 | Finer Wealth Management Inc. | 18,245 | $266K | 0.2% | -6.8% | 0.093% | |
5/8/2023 | WealthShield Partners LLC | 1,800 | $26K | 0.0% | N/A | 0.009% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 120,000 | $1.75M | 0.0% | +5.7% | 0.612% | |
4/28/2023 | Avantax Advisory Services Inc. | 16,888 | $246K | 0.0% | -80.5% | 0.086% | |
4/17/2023 | Fifth Third Securities Inc. | 295,859 | $4.31M | 0.5% | -17.3% | 1.509% | |
4/5/2023 | Empowered Funds LLC | 182,187 | $2.65M | 0.2% | N/A | 0.930% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 25,950 | $395K | 0.0% | +4.1% | 0.132% | |
2/13/2023 | Wells Fargo & Company MN | 2,361,107 | $35.91M | 0.0% | -19.7% | 12.046% | |
2/13/2023 | Atria Wealth Solutions Inc. | 23,396 | $356K | 0.0% | -20.1% | 0.119% | |
2/10/2023 | Advisor Group Holdings Inc. | 387,823 | $5.90M | 0.0% | +8.8% | 1.979% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 113,500 | $1.73M | 0.0% | -0.9% | 0.579% | |
2/9/2023 | Prudential PLC | 500,372 | $7.45M | 0.1% | -2.9% | 2.553% | |
2/8/2023 | UBS Group AG | 354,842 | $5.40M | 0.0% | +141.7% | 1.810% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 63,390 | $964K | 0.0% | -4.5% | 0.323% | |
2/7/2023 | Commonwealth Equity Services LLC | 131,416 | $2.00M | 0.0% | +2.5% | 0.670% | |
2/7/2023 | LPL Financial LLC | 142,470 | $2.17M | 0.0% | -8.8% | 0.727% | |
2/7/2023 | Envestnet Asset Management Inc. | 429,970 | $6.54M | 0.0% | +111.6% | 2.194% | |
2/6/2023 | Asset Management One Co. Ltd. | 170,500 | $2.59M | 0.0% | +6.2% | 0.870% | |
2/1/2023 | Fifth Third Securities Inc. | 357,773 | $5.44M | 0.7% | +93.1% | 1.825% | |
1/31/2023 | Pacific Sage Partners LLC | 13,588 | $207K | 0.1% | N/A | 0.069% | |
1/18/2023 | Private Advisor Group LLC | 20,284 | $222.15M | 0.0% | -24.7% | 0.102% | |
11/16/2022 | Arrow Investment Advisors LLC | 22,960 | $349K | 0.3% | -9.8% | 0.104% | |
11/15/2022 | Virtue Capital Management LLC | 39,573 | $601K | 0.1% | -58.9% | 0.180% | |
11/15/2022 | Commonwealth Equity Services LLC | 128,173 | $1.95M | 0.0% | -1.7% | 0.580% | |
11/14/2022 | MML Investors Services LLC | 22,743 | $345K | 0.0% | +7.2% | 0.103% | |
11/14/2022 | Merk Investments LLC | 13,009 | $197K | 0.2% | -12.9% | 0.059% | |
11/14/2022 | Prudential PLC | 515,372 | $8.00M | 0.1% | +5.1% | 2.332% | |
11/14/2022 | E Fund Management Co. Ltd. | 194,142 | $2.95M | 0.3% | -10.5% | 0.878% | |
11/14/2022 | Oppenheimer & Co. Inc. | 14,572 | $222K | 0.0% | -23.1% | 0.066% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 156,104 | $2.37M | 0.2% | N/A | 0.706% | |
11/10/2022 | Envestnet Asset Management Inc. | 203,171 | $3.08M | 0.0% | +4.7% | 0.919% | |
11/10/2022 | UBS Group AG | 146,822 | $2.23M | 0.0% | +202.9% | 0.664% | |
11/8/2022 | IMC Chicago LLC | 247,752 | $3.76M | 0.0% | +8.0% | 1.121% | |
11/7/2022 | Hanlon Investment Management Inc. | 16,514 | $251K | 0.1% | N/A | 0.075% | |
11/4/2022 | Asset Management One Co. Ltd. | 160,500 | $2.44M | 0.0% | +6.6% | 0.726% | |
11/3/2022 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 13,750 | $209K | 0.0% | -26.7% | 0.062% | |
11/2/2022 | Avantax Advisory Services Inc. | 13,514 | $205K | 0.0% | N/A | 0.061% | |
11/1/2022 | Kestra Advisory Services LLC | 37,127 | $564K | 0.0% | -21.4% | 0.167% | |
10/25/2022 | Fifth Third Securities Inc. | 185,237 | $2.81M | 0.4% | +6.1% | 0.831% | |
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10/24/2022 | First National Corp MA ADV | 160,279 | $2.43M | 0.7% | -70.8% | 0.719% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 66,386 | $1.01M | 0.0% | -13.5% | 0.298% | |
10/14/2022 | Private Advisor Group LLC | 26,943 | $409K | 0.0% | -73.0% | 0.121% | |
10/14/2022 | WASHINGTON TRUST Co | 2,050 | $31K | 0.0% | N/A | 0.009% | |
10/14/2022 | PFG Advisors | 19,865 | $302K | 0.0% | -4.0% | 0.089% | |
9/16/2022 | Private Trust Co. NA | 3,311 | $60K | 0.0% | N/A | 0.015% | |
8/30/2022 | Verition Fund Management LLC | 42,466 | $775K | 0.0% | N/A | 0.195% | |
8/16/2022 | Atlas Capital Advisors LLC | 22,443 | $409K | 0.1% | N/A | 0.100% | |
8/16/2022 | Merk Investments LLC | 14,930 | $272K | 0.1% | N/A | 0.067% | |
8/13/2022 | NewEdge Advisors LLC | 769,393 | $14.03M | 0.2% | +3.7% | 3.435% | |