| 7/17/2025 | Walker Asset Management LLC | 6,178 | $221K | 0.1% | N/A | 0.950% | |
| 7/11/2025 | Farther Finance Advisors LLC | 23,931 | $855K | 0.0% | -2.7% | 3.682% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 25,360 | $720K | 0.2% | +2.1% | 5.072% | |
| 5/13/2025 | Rathbones Group PLC | 27,703 | $787K | 0.0% | +7.9% | 5.541% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 30,309 | $861K | 0.0% | +6.5% | 6.062% | |
| 4/24/2025 | Waverton Investment Management Ltd | 160,930 | $4.57M | 0.1% | +13.7% | 32.186% | |
| 4/14/2025 | Farther Finance Advisors LLC | 24,606 | $712K | 0.0% | N/A | 4.921% | |
| 2/14/2025 | Susquehanna International Group LLP | 58,525 | $1.60M | 0.0% | -3.6% | 13.006% | |
| 2/13/2025 | Rathbones Group PLC | 25,673 | $704K | 0.0% | +32.7% | 5.705% | |
| 2/4/2025 | Waverton Investment Management Ltd | 141,600 | $3.88M | 0.1% | +2.6% | 31.467% | |
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| 1/31/2025 | Atria Wealth Solutions Inc. | 28,447 | $780K | 0.0% | +9.6% | 6.322% | |
| 1/14/2025 | SignalPoint Asset Management LLC | 24,682 | $676K | 0.2% | -15.4% | 4.936% | |
| 11/5/2024 | Waverton Investment Management Ltd | 138,050 | $4.21M | 0.1% | -0.5% | 27.610% | |
| 10/23/2024 | Walker Asset Management LLC | 6,946 | $212K | 0.1% | N/A | 1.389% | |
| 8/12/2024 | RPg Family Wealth Advisory LLC | 24,483 | $686K | 0.2% | N/A | 4.897% | |
| 8/5/2024 | Waverton Investment Management Ltd | 138,700 | $3.91M | 0.1% | -1.8% | 27.740% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 29,439 | $815K | 0.2% | -2.3% | 5.888% | |
| 4/10/2024 | Walker Asset Management LLC | 7,272 | $201K | 0.1% | N/A | 1.454% | |
| 2/13/2024 | Rathbones Group PLC | 17,628 | $480K | 0.0% | -14.4% | 2.712% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 24,435 | $666K | 0.0% | +12.5% | 3.759% | |
| 11/13/2023 | Rathbones Group PLC | 20,586 | $526K | 0.0% | +4.0% | 3.167% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 21,716 | $554K | 0.0% | +7.8% | 3.341% | |
| 8/14/2023 | Vivaldi Capital Management LP | 10,185 | $270K | 0.1% | -28.0% | 1.567% | |
| 8/4/2023 | Rathbones Group PLC | 19,797 | $525K | 0.0% | +3.6% | 3.046% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 20,136 | $534K | 0.0% | +10.4% | 3.098% | |
| 7/31/2023 | LPL Financial LLC | 52,358 | $1.39M | 0.0% | +26.4% | 8.055% | |
| 4/27/2023 | Benjamin F. Edwards & Company Inc. | 3,234 | $87K | 0.0% | -27.1% | 0.498% | |
| 4/27/2023 | Waverton Investment Management Ltd | 138,240 | $3.71M | 0.1% | N/A | 21.268% | |
| 4/19/2023 | RPg Family Wealth Advisory LLC | 21,653 | $581K | 0.3% | N/A | 3.331% | |
| 4/11/2023 | Walker Asset Management LLC | 7,611 | $204K | 0.2% | N/A | 1.171% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 18,235 | $466K | 0.0% | +2.7% | 4.052% | |
| 2/7/2023 | Benjamin F. Edwards & Company Inc. | 4,435 | $113K | 0.0% | -9.5% | 0.986% | |
| 1/27/2023 | SignalPoint Asset Management LLC | 31,013 | $793K | 0.3% | -1.7% | 6.892% | |
| 11/3/2022 | Rathbones Group Plc | 20,306 | $458K | 0.0% | -7.7% | 4.061% | |
| 10/28/2022 | Benjamin F. Edwards & Company Inc. | 4,903 | $111K | 0.0% | +38.9% | 0.981% | |
| 7/29/2022 | Walker Asset Management LLC | 445,792 | $12.83M | 1.1% | N/A | 89.158% | |
| 7/25/2022 | SignalPoint Asset Management LLC | 31,874 | $829K | 0.3% | +6.2% | 6.375% | |
| 7/25/2022 | Walker Asset Management LLC | 445,792 | $12.83M | 0.2% | N/A | 89.158% | |
| 5/11/2022 | Rathbones Group PLC | 24,967 | $764K | 0.0% | -3.7% | 4.993% | |
| 5/9/2022 | SignalPoint Asset Management LLC | 30,005 | $919K | 0.3% | +2.1% | 6.001% | |
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| 2/14/2022 | Vivaldi Capital Management LP | 155,823 | $4.85M | 1.1% | +1.6% | 31.165% | |
| 2/10/2022 | Rathbones Group PLC | 25,933 | $807K | 0.0% | +13.3% | 5.187% | |
| 1/31/2022 | SignalPoint Asset Management LLC | 29,378 | $914K | 0.3% | -19.6% | 5.876% | |
| 11/16/2021 | UBS Group AG | 262,893 | $8.50M | 0.0% | +5,742.1% | 30.929% | |
| 11/4/2021 | Rathbone Brothers plc | 22,879 | $740K | 0.0% | +18.5% | 2.692% | |
| 11/2/2021 | Benjamin F. Edwards & Company Inc. | 19,947 | $645K | 0.0% | +11.0% | 2.347% | |
| 8/17/2021 | Citadel Advisors LLC | 86,286 | $3.13M | 0.0% | +36.7% | 12.327% | |
| 8/16/2021 | RPg Family Wealth Advisory LLC | 16,588 | $596K | 0.2% | N/A | 2.370% | |
| 8/13/2021 | LPL Financial LLC | 52,338 | $1.88M | 0.0% | +29.8% | 7.477% | |
| 8/11/2021 | Susquehanna International Group LLP | 8,224 | $298K | 0.0% | -30.8% | 1.175% | |
| 8/3/2021 | SignalPoint Asset Management LLC | 36,701 | $1.32M | 0.4% | -5.2% | 6.117% | |
| 8/2/2021 | Advisor Group Holdings Inc. | 1,722 | $62K | 0.0% | +138.5% | 0.287% | |
| 8/1/2021 | Rathbone Brothers plc | 19,305 | $701K | 0.0% | -9.4% | 3.218% | |
