| 4/30/2025 | Round Rock Advisors LLC | 163,933 | $3.45M | 0.6% | +283.9% | 2.302% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 24,828 | $523K | 0.0% | +3.8% | 0.349% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,478 | $221K | 0.0% | -17.4% | 0.147% | |
| 4/15/2025 | Noble Wealth Management PBC | 50,121 | $1.06M | 0.7% | +202.0% | 0.704% | |
| 4/14/2025 | Capital Investment Advisors LLC | 28,496 | $600K | 0.0% | -7.3% | 0.400% | |
| 2/18/2025 | Principal Street Partners LLC | 12,455 | $261K | 0.1% | N/A | 0.173% | |
| 2/17/2025 | Millennium Management LLC | 10,542 | $220K | 0.0% | N/A | 0.147% | |
| 2/14/2025 | Stifel Financial Corp | 167,707 | $3.52M | 0.0% | +4.2% | 2.336% | |
| 2/13/2025 | Raymond James Financial Inc. | 188,570 | $3.96M | 0.0% | N/A | 2.626% | |
| 2/12/2025 | Everstar Asset Management LLC | 23,198 | $487K | 0.3% | +6.0% | 0.323% | |
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| 2/6/2025 | Raymond James Financial Inc. | 188,570 | $3.96M | 0.0% | N/A | 2.628% | |
| 2/5/2025 | Noble Wealth Management PBC | 16,599 | $348K | 0.2% | N/A | 0.231% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 23,929 | $502K | 0.0% | +7.4% | 0.333% | |
| 1/24/2025 | Round Rock Advisors LLC | 42,700 | $896K | 0.2% | N/A | 0.595% | |
| 1/22/2025 | Falcon Wealth Planning | 18,862 | $396K | 0.0% | +15.3% | 0.263% | |
| 1/15/2025 | Trust Co. of Vermont | 2,750 | $58K | 0.0% | N/A | 0.038% | |
| 1/13/2025 | Capital Investment Advisors LLC | 30,746 | $645K | 0.0% | -14.0% | 0.428% | |
| 11/15/2024 | Stifel Financial Corp | 161,024 | $3.33M | 0.0% | -13.8% | 2.243% | |
| 11/15/2024 | ArrowMark Colorado Holdings LLC | 196,145 | $4.09M | 0.1% | -18.6% | 2.732% | |
| 11/6/2024 | Bard Associates Inc. | 41,810 | $865K | 0.3% | -1.9% | 0.583% | |
| 11/6/2024 | Oppenheimer & Co. Inc. | 22,274 | $461K | 0.0% | +15.0% | 0.310% | |
| 10/30/2024 | Catalina Capital Group LLC | 10,310 | $213K | 0.1% | N/A | 0.144% | |
| 10/30/2024 | Falcon Wealth Planning | 16,362 | $339K | 0.0% | +14.4% | 0.228% | |
| 10/24/2024 | Pathway Financial Advisers LLC | 15,518 | $321K | 0.0% | +1,969.1% | 0.216% | |
| 10/18/2024 | Capital Investment Advisors LLC | 35,746 | $740K | 0.0% | +4.4% | 0.498% | |
| 7/16/2024 | Falcon Wealth Planning | 14,308 | $264K | 0.0% | N/A | 0.199% | |
| 7/12/2024 | Capital Investment Advisors LLC | 34,250 | $631K | 0.0% | +3.0% | 0.477% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 17,902 | $340K | 0.0% | N/A | 0.252% | |
| 5/6/2024 | Oxbow Advisors LLC | 11,220 | $213K | 0.0% | -40.8% | 0.158% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 229,144 | $4.35M | 0.0% | +3.2% | 3.223% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 26,000 | $472K | 0.0% | -60.6% | 0.366% | |
| 2/14/2024 | Greenwich Investment Management Inc. | 314,976 | $5.71M | 4.3% | -2.0% | 4.430% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 26,000 | $472K | 0.0% | -60.6% | 0.366% | |
| 2/8/2024 | Oxbow Advisors LLC | 18,968 | $344K | 0.1% | -6.2% | 0.267% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 60,522 | $1.10M | 0.0% | -4.2% | 0.851% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 222,034 | $4.03M | 0.0% | +8.0% | 3.123% | |
| 1/5/2024 | Capital Investment Advisors LLC | 32,250 | $586K | 0.0% | +4.0% | 0.454% | |
| 11/16/2023 | Greenwich Investment Management Inc. | 321,466 | $5.62M | 4.5% | -1.9% | 4.521% | |
| 11/13/2023 | Stifel Financial Corp | 219,140 | $3.83M | 0.0% | -7.5% | 3.082% | |
| 10/26/2023 | Punch & Associates Investment Management Inc. | 68,070 | $1.19M | 0.1% | +26.2% | 0.957% | |
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| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 205,626 | $3.60M | 0.0% | +16.5% | 2.892% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 20,930 | $366K | 0.0% | +13.4% | 0.294% | |
| 10/16/2023 | Capital Investment Advisors LLC | 31,000 | $542K | 0.0% | +25.3% | 0.436% | |
| 8/14/2023 | ArrowMark Colorado Holdings LLC | 508,443 | $8.51M | 0.1% | +0.5% | 7.151% | |
| 8/10/2023 | Osaic Holdings Inc. | 262,863 | $4.38M | 0.0% | +1.1% | 3.697% | |
| 8/4/2023 | Oxbow Advisors LLC | 83,376 | $1.39M | 0.2% | -31.7% | 1.173% | |
| 8/3/2023 | CWM LLC | 1,500 | $25K | 0.0% | N/A | 0.021% | |
| 8/3/2023 | Oppenheimer & Co. Inc. | 11,809 | $197K | 0.0% | N/A | 0.166% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 176,442 | $2.94M | 0.0% | +9.3% | 2.482% | |
| 7/11/2023 | Capital Investment Advisors LLC | 24,750 | $412K | 0.0% | +30.3% | 0.348% | |
| 5/11/2023 | Heron Bay Capital Management | 45,742 | $823K | 0.3% | N/A | 0.644% | |
| 5/11/2023 | Tucker Asset Management LLC | 3,735 | $67K | 0.0% | N/A | 0.053% | |
| 4/26/2023 | Oxbow Advisors LLC | 122,055 | $2.20M | 0.4% | -3.8% | 1.719% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 161,463 | $2.91M | 0.0% | +0.9% | 2.274% | |
| 4/14/2023 | Raymond James & Associates | 21,238 | $382K | 0.0% | -16.0% | 0.299% | |
| 4/10/2023 | Capital Investment Advisors LLC | 19,000 | $342K | 0.0% | +13.4% | 0.268% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 248,583 | $4.24M | 0.0% | +4.1% | 3.501% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 160,037 | $2.73M | 0.0% | +11.7% | 2.254% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 18,026 | $307K | 0.0% | +13.9% | 0.254% | |
| 2/1/2023 | Oxbow Advisors LLC | 126,908 | $2.16M | 0.4% | +232.4% | 1.787% | |
| 1/5/2023 | Capital Investment Advisors LLC | 16,750 | $285K | 0.0% | +15.1% | 0.236% | |
| 11/14/2022 | United Capital Financial Advisers LLC | 38,500 | $665K | 0.0% | -20.6% | 0.542% | |
| 11/9/2022 | Magnus Financial Group LLC | 10,110 | $175K | 0.0% | N/A | 0.142% | |
| 11/3/2022 | Oxbow Advisors LLC | 38,177 | $659K | 0.1% | +13.9% | 0.538% | |
| 10/25/2022 | Raymond James & Associates | 34,403 | $594K | 0.0% | +23.0% | 0.485% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 143,317 | $2.47M | 0.0% | +10.4% | 2.019% | |
| 10/13/2022 | Newbridge Financial Services Group Inc. | 4,300 | $74K | 0.0% | N/A | 0.061% | |
| 10/5/2022 | Capital Investment Advisors LLC | 14,550 | $251K | 0.0% | N/A | 0.205% | |
| 8/11/2022 | Bard Associates Inc. | 41,315 | $793K | 0.3% | +4.0% | 0.582% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 16,309 | $313K | 0.0% | +8.8% | 0.230% | |
| 5/20/2022 | Van Hulzen Asset Management LLC | 11,100 | $239K | 0.0% | -15.3% | 0.156% | |
| 5/17/2022 | Greenwich Investment Management Inc. | 273,007 | $5.87M | 3.5% | -1.8% | 3.845% | |
| 5/11/2022 | Bard Associates Inc. | 39,715 | $854K | 0.3% | +9.7% | 0.604% | |
| 5/11/2022 | Raymond James Financial Services Advisors Inc. | 106,389 | $2.29M | 0.0% | +20.1% | 1.619% | |
| 5/9/2022 | Oxbow Advisors LLC | 25,777 | $554K | 0.1% | +16.0% | 0.392% | |
| 5/6/2022 | Cadent Capital Advisors LLC | 20,123 | $433K | 0.2% | -6.2% | 0.306% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 237,777 | $5.11M | 0.0% | +4.0% | 3.619% | |
| 4/28/2022 | Belpointe Asset Management LLC | 9,626 | $207K | 0.0% | -17.2% | 0.146% | |
| 2/14/2022 | Greenwich Investment Management Inc. | 278,129 | $6.11M | 4.2% | N/A | 4.232% | |
| 2/10/2022 | Acadian Asset Management LLC | 4,002 | $87K | 0.0% | -45.8% | 0.061% | |
| 2/9/2022 | UMB Bank N A MO | 2,700 | $59K | 0.0% | N/A | 0.041% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 88,612 | $1.95M | 0.0% | N/A | 1.348% | |
| 2/4/2022 | Van Hulzen Asset Management LLC | 13,100 | $288K | 0.0% | -20.6% | 0.199% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 228,706 | $5.03M | 0.0% | +0.5% | 3.480% | |
| 1/24/2022 | Cadent Capital Advisors LLC | 21,443 | $471K | 0.2% | -10.3% | 0.326% | |
| 11/17/2021 | ArrowMark Colorado Holdings LLC | 503,402 | $11.10M | 0.1% | +4,407.5% | 7.660% | |
| 11/16/2021 | United Capital Financial Advisers LLC | 50,500 | $1.11M | 0.0% | -15.1% | 0.768% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 227,526 | $5.02M | 0.0% | -2.3% | 3.462% | |
| 11/2/2021 | Raymond James & Associates | 25,613 | $565K | 0.0% | -17.8% | 0.390% | |
| 10/25/2021 | Cadent Capital Advisors LLC | 23,893 | $527K | 0.2% | +11.8% | 0.364% | |
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| 10/22/2021 | Lineweaver Wealth Advisors LLC | 17,862 | $393K | 0.1% | +6.4% | 0.272% | |
| 9/10/2021 | Punch & Associates Investment Management Inc. | 514,629 | $11.33M | 0.6% | -10.3% | 7.831% | |
| 8/25/2021 | Marshall Wace LLP | 14,336 | $315K | 0.0% | N/A | 0.218% | |
| 8/16/2021 | Punch & Associates Investment Management Inc. | 610,629 | $13.44M | 0.7% | +6.4% | 9.291% | |
| 8/16/2021 | Marshall Wace LLP | 14,336 | $315K | 0.0% | N/A | 0.218% | |
| 8/13/2021 | United Capital Financial Advisers LLC | 59,500 | $1.31M | 0.0% | -10.7% | 0.905% | |
| 8/13/2021 | Stifel Financial Corp | 168,043 | $3.70M | 0.0% | +6.8% | 2.557% | |
| 8/12/2021 | Bard Associates Inc. | 29,430 | $648K | 0.2% | +54.4% | 0.448% | |
| 8/9/2021 | Belpointe Asset Management LLC | 7,120 | $156K | 0.0% | N/A | 0.108% | |
| 8/6/2021 | Magnus Financial Group LLC | 9,298 | $205K | 0.0% | N/A | 0.141% | |
