5/2/2024 | Family Firm Inc. | 268,139 | $12.06M | 2.9% | +1.4% | 2.039% | |
5/1/2024 | Janney Montgomery Scott LLC | 9,943 | $447K | 0.0% | +3.6% | 0.076% | |
5/1/2024 | BNP Paribas Financial Markets | 101,088 | $4.55M | 0.0% | +0.5% | 0.769% | |
4/29/2024 | Mcdaniel Terry & Co. | 5,853 | $263K | 0.0% | N/A | 0.045% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 68,846 | $3.10M | 0.0% | -15.7% | 0.524% | |
4/24/2024 | Leavell Investment Management Inc. | 10,632 | $478K | 0.0% | -15.6% | 0.081% | |
|
2/9/2024 | Nations Financial Group Inc. IA ADV | 29,350 | $1.20M | 0.1% | -3.0% | 0.206% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 81,673 | $3.33M | 0.0% | +511.7% | 0.573% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 11,628 | $473K | 0.0% | +9,202.4% | 0.082% | |
2/7/2024 | BNP Paribas Financial Markets | 100,588 | $4.10M | 0.0% | +101.2% | 0.706% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 11,628 | $473K | 0.1% | +9,202.4% | 0.082% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,000 | $41K | 0.0% | N/A | 0.007% | |
1/30/2024 | Avior Wealth Management LLC | 2,853 | $116K | 0.0% | -29.1% | 0.020% | |
1/24/2024 | Advisors Preferred LLC | 1,062 | $43K | 0.0% | N/A | 0.007% | |
1/23/2024 | Leavell Investment Management Inc. | 12,598 | $513K | 0.0% | -10.8% | 0.088% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 8,186 | $333K | 0.1% | -30.1% | 0.057% | |
11/4/2023 | Q3 Asset Management | 50,251 | $2.09M | 0.8% | N/A | 0.353% | |
10/30/2023 | Dumont & Blake Investment Advisors LLC | 11,714 | $487K | 0.2% | -5.6% | 0.082% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,351 | $555K | 0.0% | +6.0% | 0.094% | |
10/20/2023 | Family Firm Inc. | 257,385 | $10.71M | 3.0% | -2.0% | 1.806% | |
10/18/2023 | CX Institutional | 16,521 | $687K | 0.0% | -10.6% | 0.116% | |
10/16/2023 | Leavell Investment Management Inc. | 14,129 | $592K | 0.0% | +4.3% | 0.099% | |
8/17/2023 | Coppell Advisory Solutions LLC | 14,611 | $563K | 0.2% | +22.0% | 0.103% | |
8/4/2023 | Parallel Advisors LLC | 980 | $38K | 0.0% | +221.3% | 0.006% | |
7/19/2023 | Fifth Third Securities Inc. | 27,215 | $1.06M | 0.1% | -37.7% | 0.180% | |
7/19/2023 | Leavell Investment Management Inc. | 13,545 | $526K | 0.0% | +19.9% | 0.090% | |
7/18/2023 | Rothschild Investment Corp IL | 34,080 | $1.32M | 0.1% | +2.4% | 0.226% | |
5/11/2023 | One Capital Management LLC | 100,531 | $3.94M | 0.2% | -3.3% | 0.490% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,263 | $167K | 0.0% | -12.1% | 0.021% | |
5/1/2023 | Family Firm Inc. | 255,072 | $9.99M | 2.8% | +2.9% | 1.244% | |
4/28/2023 | Janney Montgomery Scott LLC | 9,906 | $388K | 0.0% | -22.5% | 0.048% | |
4/24/2023 | Rothschild Investment Corp IL | 33,280 | $1.30M | 0.1% | +17.6% | 0.162% | |
4/17/2023 | Fifth Third Securities Inc. | 43,687 | $1.71M | 0.2% | -0.6% | 0.213% | |
4/13/2023 | Leavell Investment Management Inc. | 11,295 | $442K | 0.0% | +62.3% | 0.055% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 12,191 | $496K | 0.2% | N/A | 0.000% | |
2/9/2023 | Biondo Investment Advisors LLC | 22,070 | $897K | 0.2% | +1.6% | 0.000% | |
2/9/2023 | Advisors Preferred LLC | 903 | $36K | 0.0% | N/A | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 22,529 | $916K | 0.0% | +169.5% | 0.000% | |
2/7/2023 | Family Firm Inc. | 247,797 | $10.08M | 2.9% | -1.3% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 12,789 | $520K | 0.0% | +2.5% | 0.000% | |
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2/1/2023 | Fifth Third Securities Inc. | 43,971 | $1.79M | 0.2% | +10.5% | 0.000% | |
1/31/2023 | DHK Financial Advisors Inc. | 19,326 | $786K | 1.1% | +2.0% | 0.000% | |
1/26/2023 | Comerica Bank | 10,482 | $444K | 0.0% | +37.2% | 0.000% | |
1/25/2023 | Bard Financial Services Inc. | 5,255 | $214K | 0.0% | N/A | 0.000% | |
1/20/2023 | Goodman Advisory Group LLC | 1,206 | $49K | 0.0% | -65.0% | 0.000% | |
1/19/2023 | Rothschild Investment Corp IL | 28,305 | $1.15M | 0.1% | -20.9% | 0.000% | |
1/18/2023 | Private Trust Co. NA | 2,608 | $106K | 0.0% | +9,559.3% | 0.000% | |
1/18/2023 | Well Done LLC | 99,022 | $4.03M | 0.9% | +18.5% | 0.000% | |
1/17/2023 | Leavell Investment Management Inc. | 6,961 | $283K | 0.0% | N/A | 0.000% | |
1/9/2023 | MinichMacGregor Wealth Management LLC | 435,004 | $17.69M | 6.4% | +0.8% | 0.000% | |
11/15/2022 | Family Firm Inc. | 251,065 | $8.73M | 2.7% | -11.1% | 0.000% | |
11/14/2022 | One Capital Management LLC | 95,706 | $3.33M | 0.2% | -1.9% | 0.000% | |
11/14/2022 | Bellwether Advisors LLC | 915 | $31K | 0.0% | N/A | 0.000% | |
11/10/2022 | Zeit Capital LLC | 53,186 | $1.85M | 1.9% | -2.3% | 0.000% | |
11/9/2022 | Capital Wealth Alliance LLC | 14,085 | $489K | 0.4% | -4.7% | 0.000% | |
11/7/2022 | Biondo Investment Advisors LLC | 21,725 | $755K | 0.2% | +1.4% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 12,474 | $434K | 0.0% | -7.8% | 0.000% | |
10/25/2022 | Fifth Third Securities Inc. | 39,791 | $1.38M | 0.2% | -41.6% | 0.000% | |
10/21/2022 | Rothschild Investment Corp IL | 35,795 | $1.24M | 0.1% | +2.1% | 0.000% | |
10/17/2022 | Goodman Advisory Group LLC | 3,446 | $120K | 0.1% | -43.3% | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 8,360 | $291K | 0.0% | +6.5% | 0.000% | |
10/14/2022 | Well Done LLC | 83,535 | $2.90M | 0.7% | +17.8% | 0.000% | |
10/6/2022 | MinichMacGregor Wealth Management LLC | 431,526 | $15.00M | 6.0% | +9.5% | 0.000% | |
9/23/2022 | Capital Wealth Alliance LLC | 14,787 | $532K | 0.2% | N/A | 0.000% | |
8/10/2022 | MGO One Seven LLC | 34,352 | $1.24M | 0.2% | N/A | 0.000% | |
8/3/2022 | Zeit Capital LLC | 54,440 | $1.96M | 1.9% | -4.1% | 0.000% | |
8/3/2022 | Dumont & Blake Investment Advisors LLC | 12,232 | $440K | 0.1% | +2.6% | 0.000% | |
8/3/2022 | Janney Montgomery Scott LLC | 13,535 | $512K | 0.0% | -21.3% | 0.000% | |
8/3/2022 | Goodman Advisory Group LLC | 6,079 | $219K | 0.1% | N/A | 0.000% | |
8/2/2022 | Comerica Bank | 7,640 | $275K | 0.0% | +4.6% | 0.000% | |
7/28/2022 | Farmers & Merchants Investments Inc. | 2,969 | $107K | 0.0% | N/A | 0.000% | |
7/27/2022 | Fifth Third Securities Inc. | 68,192 | $2.45M | 0.3% | N/A | 0.000% | |
7/21/2022 | Hexagon Capital Partners LLC | 783 | $28K | 0.0% | N/A | 0.000% | |
7/20/2022 | Menlo Advisors LLC | 143,525 | $5.16M | 3.4% | +58.4% | 0.000% | |
7/18/2022 | Well Done LLC | 70,935 | $2.55M | 0.6% | +1,131.7% | 0.000% | |
7/13/2022 | MinichMacGregor Wealth Management LLC | 393,986 | $14.18M | 5.8% | -31.7% | 0.000% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 7,853 | $283K | 0.0% | -91.3% | 0.000% | |
7/12/2022 | Rothschild Investment Corp IL | 35,075 | $1.26M | 0.1% | -2.1% | 0.000% | |
5/12/2022 | Biondo Investment Advisors LLC | 20,750 | $839K | 0.1% | +10.0% | 0.000% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 90,207 | $3.65M | 0.0% | +837.1% | 0.000% | |
5/4/2022 | Janney Montgomery Scott LLC | 17,195 | $696K | 0.0% | +129.4% | 0.000% | |
5/4/2022 | Zeit Capital LLC | 56,781 | $2.30M | 1.9% | -10.2% | 0.000% | |
4/28/2022 | Menlo Advisors LLC | 90,590 | $3.66M | 1.9% | N/A | 0.000% | |
4/27/2022 | Dumont & Blake Investment Advisors LLC | 11,923 | $482K | 0.1% | N/A | 0.000% | |
4/27/2022 | Comerica Bank | 7,304 | $310K | 0.0% | -23.9% | 0.000% | |
4/26/2022 | Calton & Associates Inc. | 17,399 | $703K | 0.2% | N/A | 0.000% | |
4/26/2022 | MinichMacGregor Wealth Management LLC | 576,436 | $23.32M | 7.5% | N/A | 0.000% | |
4/20/2022 | Well Done LLC | 5,759 | $233K | 0.0% | N/A | 0.000% | |
4/13/2022 | Transparent Wealth Partners LLC | 18,836 | $762K | 0.6% | N/A | 0.000% | |
4/13/2022 | Bard Financial Services Inc. | 5,505 | $223K | 0.0% | N/A | 0.000% | |
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4/12/2022 | Calton & Associates Inc. | 17,399 | $703K | 0.2% | N/A | 0.000% | |
4/12/2022 | Private Trust Co. NA | 4,978 | $201K | 0.0% | N/A | 0.000% | |
2/15/2022 | Cary Street Partners Investment Advisory LLC | 11,628 | $366K | 0.1% | -13.7% | 0.000% | |
2/8/2022 | Biondo Investment Advisors LLC | 18,860 | $594K | 0.1% | +9.0% | 0.000% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 9,626 | $303K | 0.0% | -72.3% | 0.000% | |
1/27/2022 | Fifth Third Securities Inc. | 6,803 | $214K | 0.0% | N/A | 0.000% | |
1/27/2022 | Janney Montgomery Scott LLC | 7,495 | $236K | 0.0% | -24.1% | 0.000% | |
1/21/2022 | Outlook Wealth Advisors LLC | 29,824 | $939K | 0.3% | +126.4% | 0.000% | |
11/15/2021 | Flow Traders U.S. LLC | 48,148 | $1.41M | 0.1% | N/A | 0.000% | |
11/15/2021 | Cary Street Partners Investment Advisory LLC | 13,478 | $396K | 0.1% | -3.9% | 0.000% | |