| 5/20/2025 | Belpointe Asset Management LLC | 18,992 | $88K | 0.0% | +18.8% | 0.057% | |
| 5/15/2025 | Quarry LP | 56,206 | $260K | 0.1% | -70.5% | 0.168% | |
| 5/13/2025 | Sit Investment Associates Inc. | 1,669,487 | $7.73M | 0.2% | -9.8% | 5.005% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 20,000 | $93K | 0.0% | N/A | 0.060% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 38,450 | $178K | 0.0% | +16.7% | 0.115% | |
| 4/29/2025 | Absolute Investment Advisers LLC | 147,052 | $681K | 0.1% | -70.5% | 0.441% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,748 | $50K | 0.0% | -64.8% | 0.032% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,561 | $136K | 0.0% | +33.9% | 0.108% | |
| 2/17/2025 | Citadel Advisors LLC | 17,180 | $77K | 0.0% | N/A | 0.061% | |
| 2/17/2025 | Bank of America Corp DE | 26,367 | $118K | 0.0% | -47.7% | 0.093% | |
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| 2/14/2025 | Jane Street Group LLC | 10,946 | $49K | 0.0% | N/A | 0.039% | |
| 2/14/2025 | Quarry LP | 190,437 | $849K | 0.1% | -44.8% | 0.674% | |
| 2/13/2025 | GABELLI & Co INVESTMENT ADVISERS INC. | 432,582 | $1.93M | 0.3% | N/A | 1.531% | |
| 2/13/2025 | Gamco Investors INC. ET AL | 1,249,218 | $5.57M | 0.1% | +4.3% | 4.420% | |
| 2/13/2025 | Belpointe Asset Management LLC | 15,992 | $71K | 0.0% | -15.8% | 0.057% | |
| 2/13/2025 | Cohen & Steers Inc. | 137,549 | $613K | 0.0% | -12.7% | 0.487% | |
| 2/13/2025 | Sit Investment Associates Inc. | 1,851,248 | $8.26M | 0.2% | -6.6% | 6.551% | |
| 2/11/2025 | LPL Financial LLC | 148,219 | $661K | 0.0% | -7.8% | 0.524% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 594,648 | $2.65M | 0.0% | +2.9% | 2.104% | |
| 2/6/2025 | One Capital Management LLC | 11,115 | $50K | 0.0% | N/A | 0.039% | |
| 2/3/2025 | Wolverine Asset Management LLC | 135,365 | $604K | 0.0% | +24.2% | 0.479% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 17,500 | $78K | 0.0% | -42.0% | 0.062% | |
| 1/24/2025 | Absolute Investment Advisers LLC | 498,229 | $2.22M | 0.3% | N/A | 1.763% | |
| 1/10/2025 | Wealth Enhancement Advisory Services LLC | 44,320 | $218K | 0.0% | +94.2% | 0.157% | |
| 11/26/2024 | Peapack Gladstone Financial Corp | 31,656 | $156K | 0.0% | -57.6% | 0.112% | |
| 11/15/2024 | Quarry LP | 344,902 | $1.70M | 0.4% | +322.5% | 1.220% | |
| 11/6/2024 | Sheaff Brock Investment Advisors LLC | 13,629 | $67K | 0.0% | -53.0% | 0.048% | |
| 11/4/2024 | Wolverine Asset Management LLC | 108,977 | $537K | 0.0% | N/A | 0.386% | |
| 10/24/2024 | PFG Investments LLC | 10,677 | $53K | 0.0% | N/A | 0.038% | |
| 10/15/2024 | NBC Securities Inc. | 6,000 | $29K | 0.0% | N/A | 0.021% | |
| 10/8/2024 | Atomi Financial Group Inc. | 53,947 | $266K | 0.0% | +7.7% | 0.191% | |
| 8/16/2024 | Quarry LP | 81,633 | $438K | 0.1% | N/A | 0.289% | |
| 7/26/2024 | Atomi Financial Group Inc. | 50,093 | $268K | 0.0% | +15.9% | 0.177% | |
| 5/17/2024 | Beacon Capital Management LLC | 5,646 | $32K | 0.0% | N/A | 0.020% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 505,595 | $2.86M | 0.0% | +11.3% | 1.795% | |
| 2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 432,082 | $2.45M | 0.5% | -1.0% | 1.549% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 42,435 | $241K | 0.0% | -4.6% | 0.152% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 16,721 | $95K | 0.0% | -10.2% | 0.060% | |
| 1/31/2024 | Telos Capital Management Inc. | 26,355 | $149K | 0.0% | N/A | 0.094% | |
| 11/16/2023 | Belpointe Asset Management LLC | 14,000 | $82K | 0.0% | N/A | 0.050% | |
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| 11/9/2023 | Atomi Financial Group Inc. | 85,886 | $506K | 0.2% | +97.6% | 0.309% | |
| 11/9/2023 | Blair William & Co. IL | 15,892 | $94K | 0.0% | -66.4% | 0.057% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 31,791 | $187K | 0.0% | N/A | 0.114% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,529 | $62K | 0.0% | N/A | 0.038% | |
| 8/15/2023 | Brasada Capital Management LP | 12,549 | $83K | 0.0% | -22.0% | 0.045% | |
| 8/10/2023 | GABELLI & Co INVESTMENT ADVISERS INC. | 436,459 | $2.87M | 0.5% | N/A | 1.569% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 451,783 | $2.97M | 0.0% | +3.1% | 1.625% | |
| 7/31/2023 | LPL Financial LLC | 285,659 | $1.88M | 0.0% | +2.0% | 1.027% | |
| 7/21/2023 | Creative Planning | 12,009 | $79K | 0.0% | -40.9% | 0.043% | |
| 7/10/2023 | Level Four Advisory Services LLC | 39,876 | $262K | 0.0% | +7.0% | 0.143% | |
| 6/7/2023 | Atomi Financial Group Inc. | 42,457 | $239K | 0.1% | N/A | 0.153% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 438,327 | $2.47M | 0.0% | -3.6% | 1.576% | |
| 5/1/2023 | Sheaff Brock Investment Advisors LLC | 16,256 | $92K | 0.0% | -50.0% | 0.058% | |
| 4/21/2023 | Kovack Advisors Inc. | 12,889 | $73K | 0.0% | N/A | 0.046% | |
| 2/13/2023 | Gamco Investors INC. ET AL | 47,348 | $253K | 0.0% | -96.1% | 0.187% | |
| 2/10/2023 | Blair William & Co. IL | 82,987 | $444K | 0.0% | -29.4% | 0.329% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 454,815 | $2.43M | 0.0% | +2.3% | 1.801% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 444,390 | $2.78M | 0.0% | +1.0% | 1.759% | |
| 11/7/2022 | Level Four Advisory Services LLC | 35,943 | $225K | 0.0% | +26.1% | 0.142% | |
| 11/3/2022 | Sheaff Brock Investment Advisors LLC | 27,162 | $170K | 0.0% | +8.5% | 0.108% | |
| 10/25/2022 | Raymond James & Associates | 10,223 | $64K | 0.0% | -43.3% | 0.040% | |
| 9/9/2022 | B. Riley Wealth Management Inc. | 14,141 | $102K | 0.0% | N/A | 0.056% | |
| 8/16/2022 | Chilton Capital Management LLC | 6,000 | $43K | 0.0% | N/A | 0.024% | |
| 8/8/2022 | Level Four Advisory Services LLC | 28,493 | $206K | 0.0% | +7.1% | 0.113% | |
| 8/3/2022 | Wealth Effects LLC | 16,700 | $121K | 0.1% | -13.0% | 0.066% | |
| 8/2/2022 | Sheaff Brock Investment Advisors LLC | 25,023 | $181K | 0.0% | +12.8% | 0.099% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 439,978 | $3.18M | 0.0% | +0.5% | 1.742% | |
| 7/19/2022 | Claraphi Advisory Network LLC | 28,561 | $206K | 0.1% | +12.1% | 0.113% | |
| 5/10/2022 | Level Four Advisory Services LLC | 26,593 | $245K | 0.0% | +51.2% | 0.105% | |
| 5/9/2022 | Dixon Hubard Feinour & Brown Inc. VA | 11,250 | $104K | 0.0% | N/A | 0.045% | |
| 5/6/2022 | Sheaff Brock Investment Advisors LLC | 15,073 | $139K | 0.0% | +12.5% | 0.060% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 71,016 | $654K | 0.0% | +5.0% | 0.281% | |
| 5/4/2022 | Prospera Financial Services Inc | 2,959 | $27K | 0.0% | N/A | 0.012% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 437,699 | $4.03M | 0.0% | +12.8% | 1.733% | |
| 2/14/2022 | Blair William & Co. IL | 174,517 | $1.52M | 0.0% | -8.2% | 0.691% | |
| 2/11/2022 | Gamco Investors INC. ET AL | 1,223,932 | $10.62M | 0.1% | +4.1% | 4.845% | |
| 2/11/2022 | Level Four Advisory Services LLC | 17,593 | $153K | 0.0% | N/A | 0.070% | |
| 2/10/2022 | Brasada Capital Management LP | 14,905 | $131K | 0.0% | +8.9% | 0.059% | |
| 2/9/2022 | Wolverine Asset Management LLC | 3,460 | $30K | 0.0% | N/A | 0.014% | |
| 2/9/2022 | Yakira Capital Management Inc. | 91,486 | $794K | 0.1% | -31.8% | 0.362% | |
| 2/9/2022 | Wealth Effects LLC | 19,203 | $167K | 0.1% | N/A | 0.076% | |
| 2/8/2022 | Raymond James & Associates | 18,392 | $160K | 0.0% | -17.5% | 0.073% | |
| 2/7/2022 | Claraphi Advisory Network LLC | 25,470 | $221K | 0.1% | +14.6% | 0.101% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 67,616 | $587K | 0.0% | -3.2% | 0.268% | |
| 2/3/2022 | Sheaff Brock Investment Advisors LLC | 13,398 | $116K | 0.0% | N/A | 0.053% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 388,014 | $3.37M | 0.0% | +1.8% | 1.536% | |
| 1/14/2022 | Spire Wealth Management | 4,716 | $41K | 0.0% | N/A | 0.019% | |
| 11/16/2021 | LPL Financial LLC | 234,951 | $2.15M | 0.0% | +27.8% | 0.930% | |
| 11/16/2021 | Clough Capital Partners L P | 30,483 | $278K | 0.0% | N/A | 0.121% | |
| 11/16/2021 | Claraphi Advisory Network LLC | 22,230 | $203K | 0.1% | +7.3% | 0.088% | |
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| 11/12/2021 | GABELLI & Co INVESTMENT ADVISERS INC. | 439,377 | $4.01M | 0.5% | +36.3% | 1.739% | |
| 11/12/2021 | Gamco Investors INC. ET AL | 1,175,847 | $10.74M | 0.1% | +25.0% | 4.654% | |
| 11/12/2021 | Sit Investment Associates Inc. | 133,256 | $1.22M | 0.0% | +645.6% | 0.527% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 69,816 | $637K | 0.0% | +9.3% | 0.276% | |
| 11/2/2021 | Raymond James & Associates | 22,303 | $204K | 0.0% | N/A | 0.088% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 381,118 | $3.48M | 0.0% | +30.2% | 1.509% | |
| 10/12/2021 | Level Four Financial LLC | 10,693 | $98K | 0.0% | N/A | 0.042% | |
| 8/16/2021 | Morgan Stanley | 309,712 | $3.47M | 0.0% | +38.5% | 1.226% | |
| 8/13/2021 | Gamco Investors INC. ET AL | 940,879 | $10.53M | 0.1% | +4.3% | 3.724% | |
| 8/13/2021 | LPL Financial LLC | 183,850 | $2.06M | 0.0% | -4.9% | 0.728% | |
