| 5/21/2025 | Geneos Wealth Management Inc. | 10,025 | $26K | 0.0% | +493.9% | 0.014% | |
| 5/16/2025 | NewEdge Advisors LLC | 107,326 | $274K | 0.0% | -28.2% | 0.148% | |
| 5/16/2025 | 1607 Capital Partners LLC | 877,462 | $2.24M | 0.2% | +22.9% | 1.206% | |
| 5/14/2025 | Walleye Capital LLC | 14,607 | $37K | 0.0% | N/A | 0.020% | |
| 5/14/2025 | CW Advisors LLC | 13,000 | $33K | 0.0% | N/A | 0.018% | |
| 5/13/2025 | Elequin Capital LP | 18,387 | $47K | 0.0% | N/A | 0.025% | |
| 5/13/2025 | Sit Investment Associates Inc. | 2,561,219 | $6.53M | 0.2% | +3.9% | 3.521% | |
| 5/12/2025 | Invesco Ltd. | 899,994 | $2.30M | 0.0% | +2.0% | 1.237% | |
| 5/12/2025 | Wolverine Asset Management LLC | 30,229 | $77K | 0.0% | N/A | 0.042% | |
| 5/9/2025 | Shaker Financial Services LLC | 227,235 | $583K | 0.2% | +135.2% | 0.312% | |
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| 5/6/2025 | Cetera Investment Advisers | 186,398 | $475K | 0.0% | +2.4% | 0.256% | |
| 5/6/2025 | Garner Asset Management Corp | 23,871 | $61K | 0.0% | N/A | 0.033% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 813,764 | $2.08M | 0.0% | -4.0% | 1.119% | |
| 4/17/2025 | Sowell Financial Services LLC | 20,116 | $51K | 0.0% | N/A | 0.028% | |
| 4/15/2025 | Curated Wealth Partners LLC | 15,640 | $40K | 0.0% | N/A | 0.022% | |
| 4/14/2025 | Park Avenue Securities LLC | 406,092 | $1.04M | 0.0% | -2.7% | 0.558% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,065,191 | $2.72M | 0.1% | +21.2% | 1.464% | |
| 2/17/2025 | Pathstone Holdings LLC | 5,667,317 | $14.46M | 0.1% | +1.9% | 7.792% | |
| 2/17/2025 | Focus Partners Wealth | 10,961 | $28K | 0.0% | N/A | 0.015% | |
| 2/17/2025 | Cetera Investment Advisers | 182,115 | $464K | 0.0% | -42.9% | 0.250% | |
| 2/17/2025 | Bank of America Corp DE | 30,196 | $77K | 0.0% | -90.5% | 0.042% | |
| 2/14/2025 | Jane Street Group LLC | 19,077 | $49K | 0.0% | -50.5% | 0.026% | |
| 2/14/2025 | Shaker Financial Services LLC | 96,600 | $248K | 0.1% | N/A | 0.133% | |
| 2/13/2025 | 1607 Capital Partners LLC | 713,713 | $1.82M | 0.1% | +84.7% | 0.981% | |
| 2/13/2025 | Invesco Ltd. | 882,199 | $2.25M | 0.0% | -9.0% | 1.213% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 439,598 | $1.12M | 0.0% | +1.4% | 0.604% | |
| 2/13/2025 | Sit Investment Associates Inc. | 2,464,347 | $6.28M | 0.1% | -5.2% | 3.388% | |
| 2/11/2025 | LPL Financial LLC | 339,504 | $866K | 0.0% | +30.0% | 0.467% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 73,916 | $188K | 0.0% | -59.2% | 0.102% | |
| 1/31/2025 | Truist Financial Corp | 66,020 | $168K | 0.0% | N/A | 0.091% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 11,850 | $30K | 0.0% | N/A | 0.016% | |
| 1/29/2025 | Allspring Global Investments Holdings LLC | 847,765 | $2.16M | 0.0% | -49.4% | 1.166% | |
| 1/22/2025 | PFG Investments LLC | 29,532 | $75K | 0.0% | -71.2% | 0.041% | |
| 1/17/2025 | Avior Wealth Management LLC | 69,682 | $178K | 0.0% | -6.5% | 0.096% | |
| 1/17/2025 | Melfa Wealth Management Inc. | 141,330 | $360K | 0.2% | +16.0% | 0.194% | |
| 1/17/2025 | Howard Capital Management Group LLC | 10,000 | $26K | 0.0% | -60.2% | 0.014% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 879,133 | $2.24M | 0.1% | +47.9% | 1.209% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 24,610 | $63K | 0.0% | N/A | 0.034% | |
| 1/14/2025 | Park Avenue Securities LLC | 417,269 | $1.06M | 0.0% | +4.7% | 0.574% | |
| 11/15/2024 | Jane Street Group LLC | 38,519 | $104K | 0.0% | +198.7% | 0.053% | |
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| 11/14/2024 | Walleye Capital LLC | 32,600 | $88K | 0.0% | N/A | 0.045% | |
| 11/8/2024 | Avior Wealth Management LLC | 74,503 | $200K | 0.0% | +51.2% | 0.102% | |
| 11/7/2024 | Pathstone Holdings LLC | 5,561,508 | $14.96M | 0.1% | +36.9% | 7.646% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 181,274 | $488K | 0.0% | -13.4% | 0.249% | |
| 11/1/2024 | Fiera Capital Corp | 317,266 | $853K | 0.0% | -3.4% | 0.436% | |
| 10/23/2024 | Dumont & Blake Investment Advisors LLC | 19,585 | $53K | 0.0% | -50.0% | 0.027% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 594,220 | $1.60M | 0.1% | +41.1% | 0.817% | |
| 10/19/2024 | Allspring Global Investments Holdings LLC | 1,676,007 | $4.51M | 0.0% | -33.4% | 2.304% | |
| 10/9/2024 | Freestate Advisors LLC | 11,127 | $30K | 0.0% | N/A | 0.015% | |
| 10/8/2024 | Integrated Capital Management Inc. | 75,790 | $204K | 0.2% | -4.8% | 0.104% | |
| 10/3/2024 | Park Avenue Securities LLC | 398,690 | $1.07M | 0.0% | -4.2% | 0.548% | |
| 8/7/2024 | Choreo LLC | 15,409 | $37K | 0.0% | N/A | 0.021% | |
| 8/3/2024 | Shaker Financial Services LLC | 252,611 | $609K | 0.2% | -26.0% | 0.347% | |
| 7/26/2024 | Allspring Global Investments Holdings LLC | 2,517,264 | $6.07M | 0.0% | +143.4% | 3.461% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 421,068 | $1.02M | 0.1% | +28.3% | 0.579% | |
| 7/12/2024 | Integrated Capital Management Inc. | 79,601 | $192K | 0.2% | +15.0% | 0.109% | |
| 7/9/2024 | Park Avenue Securities LLC | 416,068 | $1.00M | 0.0% | -3.0% | 0.572% | |
| 5/24/2024 | Cetera Advisors LLC | 296,343 | $717K | 0.0% | +98.2% | 0.407% | |
| 4/22/2024 | PFG Investments LLC | 103,588 | $251K | 0.0% | N/A | 0.142% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 1,034,347 | $2.50M | 0.0% | N/A | 1.422% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 328,231 | $794K | 0.0% | +50.2% | 0.451% | |
| 3/27/2024 | Nomura Holdings Inc. | 41,000 | $94K | 0.0% | N/A | 0.056% | |
| 2/13/2024 | 1607 Capital Partners LLC | 709,874 | $1.63M | 0.1% | +12.6% | 0.976% | |
| 2/7/2024 | Shaker Financial Services LLC | 532,357 | $1.23M | 0.5% | -2.8% | 0.732% | |
| 2/1/2024 | Wolverine Asset Management LLC | 25,295 | $58K | 0.0% | -87.9% | 0.035% | |
| 1/30/2024 | CTC Alternative Strategies Ltd. | 17,816 | $41K | 0.1% | -46.2% | 0.024% | |
| 1/25/2024 | Blue Bell Private Wealth Management LLC | 21,500 | $49K | 0.0% | N/A | 0.030% | |
| 1/22/2024 | Melfa Wealth Management LLC | 121,303 | $278K | 0.3% | +364.7% | 0.167% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,861 | $68K | 0.0% | -16.0% | 0.041% | |
| 11/15/2023 | 1607 Capital Partners LLC | 630,310 | $1.35M | 0.1% | +38.6% | 0.867% | |
| 11/14/2023 | Saba Capital Management L.P. | 3,027,195 | $6.48M | 0.2% | +87.2% | 4.162% | |
| 11/13/2023 | Wolverine Asset Management LLC | 208,436 | $446K | 0.0% | -56.9% | 0.287% | |
| 11/2/2023 | Shaker Financial Services LLC | 547,865 | $1.17M | 0.5% | -6.5% | 0.753% | |
| 11/1/2023 | Ironsides Asset Advisors LLC | 26,159 | $56K | 0.0% | +36.2% | 0.036% | |
| 10/27/2023 | Hennion & Walsh Asset Management Inc. | 62,760 | $134K | 0.0% | N/A | 0.086% | |
| 10/26/2023 | Park Avenue Securities LLC | 419,298 | $897K | 0.0% | +3.3% | 0.576% | |
| 10/26/2023 | Advisor Partners II LLC | 794,024 | $1.70M | 0.1% | N/A | 1.092% | |
| 8/23/2023 | CTC Alternative Strategies Ltd. | 33,107 | $73K | 0.1% | N/A | 0.046% | |
| 8/17/2023 | Howard Capital Management Group LLC | 25,100 | $56K | 0.0% | N/A | 0.035% | |
| 8/15/2023 | Ironsides Asset Advisors LLC | 19,203 | $42K | 0.0% | N/A | 0.026% | |
| 8/11/2023 | Landscape Capital Management L.L.C. | 87,363 | $194K | 0.0% | -8.2% | 0.120% | |
| 8/10/2023 | Cetera Investment Advisers | 146,377 | $325K | 0.0% | +9.6% | 0.201% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 137,200 | $305K | 0.0% | +41.2% | 0.189% | |
| 7/31/2023 | LPL Financial LLC | 298,002 | $662K | 0.0% | -4.7% | 0.410% | |
| 7/31/2023 | Integrated Capital Management Inc. | 70,644 | $157K | 0.1% | +393.8% | 0.097% | |
| 7/14/2023 | Park Avenue Securities LLC | 406,097 | $902K | 0.0% | -2.9% | 0.558% | |
| 5/10/2023 | Landscape Capital Management L.L.C. | 95,192 | $207K | 0.0% | +155.4% | 0.131% | |
| 5/8/2023 | Shaker Financial Services LLC | 589,612 | $1.29M | 0.6% | +25.3% | 0.811% | |
| 5/8/2023 | Wolverine Asset Management LLC | 483,081 | $1.05M | 0.0% | N/A | 0.664% | |
| 4/26/2023 | Integrated Capital Management Inc. | 14,306 | $154K | 0.1% | -78.4% | 0.020% | |
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| 4/26/2023 | Fiera Capital Corp | 329,219 | $714K | 0.0% | -1.9% | 0.453% | |
| 4/18/2023 | Park Avenue Securities LLC | 418,299 | $908K | 0.0% | -5.3% | 0.575% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 35,538 | $77K | 0.0% | +40.7% | 0.049% | |
| 4/7/2023 | Cypress Wealth Services LLC | 13,922 | $30K | 0.0% | N/A | 0.019% | |
| 2/10/2023 | Confluence Wealth Services Inc. | 31,190 | $67K | 0.0% | -83.9% | 0.043% | |
| 2/10/2023 | Sit Investment Associates Inc. | 1,724,536 | $3.73M | 0.1% | +4.4% | 2.371% | |
| 2/9/2023 | Landscape Capital Management L.L.C. | 37,270 | $81K | 0.0% | -84.0% | 0.051% | |
| 2/8/2023 | Fiera Capital Corp | 335,759 | $725K | 0.0% | +5.7% | 0.462% | |
| 2/8/2023 | Thrivent Financial for Lutherans | 378,998 | $819K | 0.0% | -22.7% | 0.521% | |
| 2/7/2023 | LPL Financial LLC | 323,893 | $700K | 0.0% | -2.5% | 0.445% | |
