| 5/21/2025 | Geneos Wealth Management Inc. | 32,691 | $323K | 0.0% | +551.6% | 0.114% | |
| 5/16/2025 | NewEdge Advisors LLC | 92,651 | $916K | 0.0% | +1.6% | 0.324% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 109,777 | $1.09M | 0.0% | +1.7% | 0.383% | |
| 5/16/2025 | Advisors Asset Management Inc. | 644,690 | $6.38M | 0.1% | +28.2% | 2.252% | |
| 5/15/2025 | Royal Bank of Canada | 156,378 | $1.55M | 0.0% | -8.3% | 0.546% | |
| 5/15/2025 | WPG Advisers LLC | 6,956 | $69K | 0.1% | N/A | 0.024% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 72,628 | $718K | 0.1% | +301.5% | 0.254% | |
| 5/14/2025 | Walleye Capital LLC | 72,350 | $716K | 0.0% | +96.6% | 0.253% | |
| 5/13/2025 | Raymond James Financial Inc. | 351,711 | $3.48M | 0.0% | +8.4% | 1.228% | |
| 5/13/2025 | HighTower Advisors LLC | 58,069 | $574K | 0.0% | -20.2% | 0.203% | |
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| 5/9/2025 | Shaker Financial Services LLC | 195,763 | $1.95M | 0.8% | +16.6% | 0.684% | |
| 5/7/2025 | LPL Financial LLC | 794,299 | $7.86M | 0.0% | +0.4% | 2.774% | |
| 5/7/2025 | Rareview Capital LLC | 356,399 | $3.53M | 2.2% | -0.5% | 1.245% | |
| 5/6/2025 | Cetera Investment Advisers | 65,778 | $651K | 0.0% | -1.7% | 0.230% | |
| 5/6/2025 | Readystate Asset Management LP | 52,971 | $524K | 0.0% | +193.4% | 0.185% | |
| 5/6/2025 | Choreo LLC | 52,172 | $516K | 0.0% | +13.1% | 0.182% | |
| 5/2/2025 | Accredited Investor Services LLC | 37,065 | $367K | 0.3% | N/A | 0.129% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 59,281 | $586K | 0.1% | +8.3% | 0.207% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 46,176 | $457K | 0.0% | +12.2% | 0.161% | |
| 4/29/2025 | Penserra Capital Management LLC | 502,460 | $4.97M | 0.1% | -1.3% | 1.755% | |
| 4/28/2025 | D.A. Davidson & CO. | 97,926 | $968K | 0.0% | +28.8% | 0.342% | |
| 4/28/2025 | Mutual Advisors LLC | 71,313 | $667K | 0.0% | +7.4% | 0.249% | |
| 4/25/2025 | Waterfront Wealth Inc. | 11,598 | $115K | 0.0% | +15.1% | 0.041% | |
| 4/23/2025 | Uncommon Cents Investing LLC | 35,290 | $349K | 0.1% | +23.8% | 0.123% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 109,515 | $1.08M | 0.0% | +7.9% | 0.383% | |
| 4/22/2025 | Advisor Resource Council | 16,268 | $161K | 0.0% | N/A | 0.057% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 54,856 | $543K | 0.1% | +14.6% | 0.192% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 59,802 | $591K | 0.0% | -3.3% | 0.209% | |
| 4/15/2025 | Integrated Advisors Network LLC | 24,500 | $242K | 0.0% | N/A | 0.086% | |
| 4/9/2025 | Merit Financial Group LLC | 25,756 | $255K | 0.0% | N/A | 0.090% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 62,738 | $604K | 0.5% | N/A | 0.219% | |
| 2/27/2025 | Jefferies Financial Group Inc. | 20,000 | $192K | 0.0% | N/A | 0.070% | |
| 2/21/2025 | Putney Financial Group LLC | 4,761 | $46K | 0.0% | N/A | 0.017% | |
| 2/17/2025 | Vivaldi Capital Management LP | 16,306 | $161K | 0.0% | N/A | 0.057% | |
| 2/17/2025 | Pathstone Holdings LLC | 2,431,764 | $23.42M | 0.1% | +15.6% | 8.494% | |
| 2/17/2025 | Jefferies Financial Group Inc. | 20,000 | $192K | 0.0% | N/A | 0.070% | |
| 2/17/2025 | Cetera Investment Advisers | 66,946 | $644K | 0.0% | -73.0% | 0.234% | |
| 2/17/2025 | Cercano Management LLC | 1,181,316 | $11.36M | 0.3% | N/A | 4.126% | |
| 2/17/2025 | Bank of America Corp DE | 314,434 | $3.03M | 0.0% | -10.3% | 1.098% | |
| 2/17/2025 | Ameriprise Financial Inc. | 329,166 | $3.17M | 0.0% | +3.5% | 1.150% | |
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| 2/14/2025 | Comerica Bank | 23,035 | $222K | 0.0% | +8.6% | 0.080% | |
| 2/14/2025 | Two Sigma Securities LLC | 29,775 | $286K | 0.0% | N/A | 0.104% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 107,988 | $1.04M | 0.0% | +1.2% | 0.377% | |
| 2/14/2025 | Stifel Financial Corp | 54,103 | $520K | 0.0% | -9.2% | 0.189% | |
| 2/14/2025 | Shaker Financial Services LLC | 167,885 | $1.62M | 0.6% | +38.1% | 0.586% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 47,862 | $460K | 0.0% | +15.6% | 0.167% | |
| 2/13/2025 | Guggenheim Capital LLC | 218,298 | $2.10M | 0.0% | +7.0% | 0.762% | |
| 2/13/2025 | Walleye Capital LLC | 36,803 | $354K | 0.0% | N/A | 0.129% | |
| 2/13/2025 | Raymond James Financial Inc. | 324,481 | $3.12M | 0.0% | N/A | 1.133% | |
| 2/13/2025 | Advisory Services Network LLC | 178,604 | $1.72M | 0.0% | +13.3% | 0.624% | |
| 2/13/2025 | Invesco Ltd. | 1,074,495 | $10.34M | 0.0% | +12.3% | 3.753% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 41,150 | $396K | 0.0% | +10.8% | 0.144% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,461,685 | $14.06M | 0.0% | +85.6% | 5.105% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 18,087 | $174K | 0.0% | -12.7% | 0.063% | |
| 2/12/2025 | Maridea Wealth Management LLC | 49,854 | $480K | 0.2% | N/A | 0.174% | |
| 2/12/2025 | Level Four Advisory Services LLC | 10,390 | $100K | 0.0% | -19.3% | 0.036% | |
| 2/11/2025 | LPL Financial LLC | 791,328 | $7.61M | 0.0% | +34.7% | 2.764% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 42,246 | $406K | 0.2% | +2.7% | 0.148% | |
| 2/10/2025 | Advisors Asset Management Inc. | 502,914 | $4.84M | 0.1% | +24.6% | 1.757% | |
| 2/10/2025 | Rareview Capital LLC | 358,016 | $3.65M | 2.7% | +4.3% | 1.250% | |
| 2/7/2025 | HighTower Advisors LLC | 72,792 | $700K | 0.0% | +364.3% | 0.254% | |
| 2/6/2025 | Raymond James Financial Inc. | 324,481 | $3.12M | 0.0% | N/A | 1.133% | |
| 2/5/2025 | Anfield Capital Management LLC | 5,799 | $56K | 0.0% | N/A | 0.020% | |
| 2/3/2025 | Camelot Portfolios LLC | 40,985 | $394K | 0.4% | -21.0% | 0.143% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 22,054 | $212K | 0.0% | -9.5% | 0.077% | |
| 2/3/2025 | Laidlaw Wealth Management LLC | 67,550 | $650K | 0.3% | +9.2% | 0.236% | |
| 1/31/2025 | Klingman & Associates LLC | 10,581 | $102K | 0.0% | -15.9% | 0.037% | |
| 1/31/2025 | D.A. Davidson & CO. | 76,013 | $731K | 0.0% | +3.9% | 0.266% | |
| 1/31/2025 | Sanctuary Advisors LLC | 20,355 | $200K | 0.0% | -46.5% | 0.071% | |
| 1/30/2025 | Allworth Financial LP | 3,834 | $38K | 0.0% | N/A | 0.013% | |
| 1/29/2025 | Allspring Global Investments Holdings LLC | 1,119,355 | $10.77M | 0.0% | -2.4% | 3.910% | |
| 1/28/2025 | Stephens Inc. AR | 30,216 | $291K | 0.0% | -32.1% | 0.106% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 54,745 | $527K | 0.1% | +4.0% | 0.191% | |
| 1/28/2025 | Apollon Wealth Management LLC | 25,509 | $245K | 0.0% | N/A | 0.089% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 62,600 | $602K | 0.0% | N/A | 0.219% | |
| 1/17/2025 | Avior Wealth Management LLC | 36,153 | $348K | 0.0% | -2.8% | 0.126% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 61,870 | $595K | 0.0% | -4.9% | 0.216% | |
| 1/16/2025 | Uncommon Cents Investing LLC | 28,500 | $274K | 0.1% | +43.2% | 0.100% | |
| 1/16/2025 | Mission Hills Financial Advisory LLC | 11,270 | $108K | 0.1% | N/A | 0.039% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 100,579 | $1.03M | 0.0% | -50.7% | 0.351% | |
| 12/3/2024 | Rivernorth Capital Management LLC | 1,350,440 | $13.75M | 0.7% | -14.9% | 4.717% | |
| 11/25/2024 | Sanctuary Advisors LLC | 38,033 | $378K | 0.0% | -5.7% | 0.133% | |
| 11/15/2024 | Insigneo Advisory Services LLC | 41,408 | $422K | 0.0% | +12.8% | 0.145% | |
| 11/15/2024 | Jane Street Group LLC | 18,823 | $192K | 0.0% | N/A | 0.066% | |
| 11/15/2024 | Stifel Financial Corp | 59,594 | $607K | 0.0% | -6.6% | 0.208% | |
| 11/15/2024 | Rivernorth Capital Management LLC | 1,350,440 | $13.75M | 0.7% | -14.9% | 4.717% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 106,669 | $1.09M | 0.0% | +1.1% | 0.373% | |
| 11/13/2024 | D.A. Davidson & CO. | 73,151 | $745K | 0.0% | +42.4% | 0.256% | |
| 11/12/2024 | Penserra Capital Management LLC | 474,824 | $4.83M | 0.1% | N/A | 1.658% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 20,712 | $211K | 0.0% | -86.1% | 0.072% | |
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| 11/8/2024 | Advisors Asset Management Inc. | 403,477 | $4.11M | 0.1% | +36.1% | 1.409% | |
| 11/8/2024 | Avior Wealth Management LLC | 37,207 | $379K | 0.0% | +7.3% | 0.130% | |
| 11/7/2024 | Pathstone Holdings LLC | 2,103,953 | $21.42M | 0.1% | +6.4% | 7.349% | |
| 10/31/2024 | Shaker Financial Services LLC | 121,531 | $1.25M | 0.5% | -17.3% | 0.424% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 24,356 | $248K | 0.0% | +13.2% | 0.085% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 52,638 | $536K | 0.1% | +23.9% | 0.184% | |
| 10/28/2024 | Stephens Inc. AR | 44,476 | $453K | 0.0% | -11.4% | 0.155% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,168 | $104K | 0.0% | N/A | 0.036% | |
| 10/22/2024 | International Assets Investment Management LLC | 6,108 | $600K | 0.0% | +918.0% | 0.021% | |
| 10/19/2024 | Allspring Global Investments Holdings LLC | 1,146,426 | $11.67M | 0.0% | -21.5% | 4.004% | |
