| 5/5/2026 | Bank of New York Mellon Corp | 16,347 | $200K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Sanctuary Advisors LLC | 23,226 | $284K | 0.0% | -3.3% | 0.000% | |
| 5/4/2026 | Calamos Advisors LLC | 28,104 | $343K | 0.0% | +13.5% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 8,128 | $99K | 0.0% | N/A | 0.000% | |
| 4/21/2026 | Independent Wealth Network Inc. | 30,188 | $369K | 0.1% | +33.6% | 0.000% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 90,365 | $1.10M | 0.3% | -1.7% | 0.000% | |
| 3/3/2026 | NWF Advisory Services Inc. | 22,900 | $289K | 0.0% | -8.4% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 570,793 | $7.20M | 0.0% | +13.9% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 41,371 | $522K | 0.0% | +7.9% | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 94,522 | $1.19M | 0.0% | N/A | 0.000% | |
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| 2/18/2026 | Balyasny Asset Management L.P. | 132,015 | $1.67M | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Kovack Advisors Inc. | 15,130 | $191K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 34,014 | $429K | 0.0% | -2.6% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 13,941 | $176K | 0.0% | -7.3% | 0.000% | |
| 2/16/2026 | Yakira Capital Management Inc. | 713,999 | $9.00M | 3.0% | N/A | 0.000% | |
| 2/16/2026 | Arax Advisory Partners | 49,552 | $625K | 0.0% | -7.7% | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,710 | $34K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Quarry LP | 90,216 | $1.14M | 0.2% | N/A | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 158,748 | $2.00M | 0.0% | -39.8% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 148,993 | $1.88M | 0.0% | +125.2% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 10,588 | $134K | 0.0% | -40.8% | 0.000% | |
| 2/12/2026 | Sit Investment Associates Inc. | 2,903,697 | $36.62M | 0.7% | +4,079.2% | 0.000% | |
| 2/12/2026 | Kovack Advisors Inc. | 15,130 | $191K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 91,934 | $1.16M | 0.3% | -1.4% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 398,267 | $5.02M | 0.0% | +13.3% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 11,769 | $148K | 0.1% | N/A | 0.000% | |
| 2/10/2026 | Pasadena Private Wealth LLC | 11,000 | $139K | 0.0% | -12.0% | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 19,513 | $246K | 0.0% | N/A | 0.000% | |
| 2/5/2026 | Clarion Wealth Managment Partners LLC | 14,871 | $188K | 0.2% | +11.1% | 0.000% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,375 | $30K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 67,865 | $856K | 0.0% | N/A | 0.000% | |
| 1/29/2026 | Comerica Bank | 7,938 | $100K | 0.0% | +11.2% | 0.000% | |
| 1/29/2026 | Calamos Advisors LLC | 24,759 | $312K | 0.0% | +62.0% | 0.000% | |
| 1/28/2026 | Absolute Investment Advisers LLC | 247,060 | $3.14M | 0.4% | N/A | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 231,461 | $2.92M | 0.9% | +66.6% | 0.000% | |
| 1/26/2026 | Independent Wealth Network Inc. | 22,596 | $285K | 0.1% | +6.8% | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 38,345 | $518K | 0.0% | -4.0% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 25,583 | $346K | 0.0% | -3.5% | 0.000% | |
| 11/17/2025 | Ameriprise Financial Inc. | 19,375 | $262K | 0.0% | +22.0% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 165,238 | $2.23M | 0.0% | -3.1% | 0.000% | |
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| 11/14/2025 | Comerica Bank | 7,137 | $96K | 0.0% | +38.2% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 501,000 | $6.77M | 0.0% | +8.1% | 0.000% | |
| 11/13/2025 | McGowan Group Asset Management Inc. | 3,748,998 | $50.69M | 6.3% | -0.1% | 0.000% | |
| 11/13/2025 | UBS Group AG | 65,586 | $887K | 0.0% | -6.1% | 0.000% | |
| 11/6/2025 | Advisors Asset Management Inc. | 66,163 | $895K | 0.0% | N/A | 0.000% | |
| 11/4/2025 | Jones Financial Companies Lllp | 1,871 | $25K | 0.0% | N/A | 0.000% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 15,283 | $207K | 0.0% | -23.9% | 0.000% | |
| 10/30/2025 | Outlook Wealth Advisors LLC | 93,209 | $1.26M | 0.3% | -3.4% | 0.000% | |
| 10/28/2025 | Gould Asset Management LLC CA | 22,141 | $299K | 0.1% | +4.4% | 0.000% | |
| 10/22/2025 | Shaker Financial Services LLC | 138,919 | $1.89M | 0.6% | -38.7% | 0.000% | |
| 10/20/2025 | Calamos Advisors LLC | 15,286 | $207K | 0.0% | +21.7% | 0.000% | |
| 10/15/2025 | Independent Wealth Network Inc. | 21,158 | $286K | 0.1% | +8.9% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 33,131 | $428K | 0.0% | +4.4% | 0.000% | |
| 8/21/2025 | Clarion Wealth Managment Partners LLC | 13,079 | $169K | 0.2% | N/A | 0.000% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 6,043 | $78K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 26,499 | $343K | 0.0% | -30.5% | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 15,878 | $205K | 0.0% | -19.5% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 170,447 | $2.20M | 0.0% | +8.7% | 0.000% | |
| 8/14/2025 | NewEdge Advisors LLC | 39,943 | $516K | 0.0% | -7.6% | 0.000% | |
| 8/13/2025 | McGowan Group Asset Management Inc. | 3,752,362 | $48.52M | 6.1% | +1.2% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 463,597 | $5.99M | 0.0% | +9.4% | 0.000% | |
| 8/8/2025 | Calamos Advisors LLC | 12,556 | $162K | 0.0% | -8.0% | 0.000% | |
| 8/7/2025 | Summit X LLC | 54,246 | $701K | 0.1% | -62.6% | 0.000% | |
| 8/5/2025 | Shaker Financial Services LLC | 226,452 | $2.95M | 1.1% | +32.3% | 0.000% | |
| 8/5/2025 | Gould Asset Management LLC CA | 21,201 | $274K | 0.1% | +12.4% | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 18,564 | $240K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | Apollon Wealth Management LLC | 13,804 | $178K | 0.0% | +6.1% | 0.000% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 11,053 | $143K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 8,099 | $105K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | NewEdge Advisors LLC | 43,241 | $566K | 0.0% | -3.3% | 0.000% | |
| 5/12/2025 | Invesco Ltd. | 423,773 | $5.54M | 0.0% | +10.7% | 0.000% | |
| 5/9/2025 | Shaker Financial Services LLC | 171,164 | $2.26M | 0.9% | +5.3% | 0.000% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 12,700 | $166K | 0.0% | N/A | 0.000% | |
| 5/7/2025 | LPL Financial LLC | 331,144 | $4.33M | 0.0% | +9.3% | 0.000% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 11,255 | $147K | 0.0% | +12.5% | 0.000% | |
| 5/2/2025 | Summit X LLC | 144,852 | $1.90M | 0.4% | +85.0% | 0.000% | |
| 5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 28,828 | $377K | 0.4% | +80.2% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 14,189 | $186K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 107,724 | $1.41M | 0.0% | -27.4% | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,300 | $30K | 0.0% | +100.0% | 0.000% | |
| 4/22/2025 | Advisor Resource Council | 28,567 | $374K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 97,157 | $1.27M | 0.4% | +83.4% | 0.000% | |
| 2/21/2025 | WNY Asset Management LLC | 23,837 | $306K | 0.0% | -4.0% | 0.000% | |
| 2/17/2025 | McGowan Group Asset Management Inc. | 3,729,761 | $47.89M | 6.4% | -6.9% | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 35,303 | $453K | 0.0% | -14.0% | 0.000% | |
| 2/17/2025 | Ameriprise Financial Inc. | 12,744 | $164K | 0.0% | N/A | 0.000% | |
| 2/14/2025 | IHT Wealth Management LLC | 10,223 | $131K | 0.0% | -47.2% | 0.000% | |
| 2/14/2025 | Shaker Financial Services LLC | 162,483 | $2.09M | 0.8% | +93.5% | 0.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 44,696 | $574K | 0.0% | -4.8% | 0.000% | |
| 2/13/2025 | Guggenheim Capital LLC | 101,528 | $1.30M | 0.0% | -34.7% | 0.000% | |
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| 2/13/2025 | Raymond James Financial Inc. | 155,873 | $2.00M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 382,925 | $4.92M | 0.0% | +4.5% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 170,517 | $2.19M | 0.0% | -7.1% | 0.000% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 17,160 | $220K | 0.0% | -7.9% | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 303,000 | $3.89M | 0.0% | +2.4% | 0.000% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 20,996 | $270K | 0.0% | -48.2% | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 15,497 | $199K | 0.0% | -5.0% | 0.000% | |
| 2/7/2025 | Summit X LLC | 78,318 | $1.01M | 0.2% | -2.4% | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 155,873 | $2.00M | 0.0% | N/A | 0.000% | |
| 2/3/2025 | Wolverine Asset Management LLC | 59,241 | $761K | 0.0% | +19.9% | 0.000% | |