| 5/16/2025 | 1607 Capital Partners LLC | 552,045 | $7.49M | 0.6% | +2.9% | 6.313% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 11,712 | $159K | 0.0% | -13.6% | 0.134% | |
| 5/13/2025 | Sit Investment Associates Inc. | 337,050 | $4.57M | 0.1% | +3.1% | 3.854% | |
| 5/12/2025 | Invesco Ltd. | 71,791 | $974K | 0.0% | +3.4% | 0.821% | |
| 5/9/2025 | Shaker Financial Services LLC | 146,399 | $1.99M | 0.8% | +39.3% | 1.674% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 108,717 | $1.48M | 0.0% | -2.2% | 1.243% | |
| 4/29/2025 | Aviance Capital Partners LLC | 27,474 | $373K | 0.1% | +23.5% | 0.314% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 30,514 | $414K | 0.0% | -16.4% | 0.349% | |
| 4/21/2025 | Riverbridge Partners LLC | 31,650 | $429K | 0.0% | +10.8% | 0.362% | |
| 4/15/2025 | Noble Wealth Management PBC | 4,224 | $57K | 0.0% | +74.3% | 0.048% | |
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| 4/14/2025 | Capital Investment Advisors LLC | 134,100 | $1.82M | 0.0% | -4.7% | 1.533% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 48,404 | $657K | 0.0% | -6.8% | 0.554% | |
| 2/17/2025 | Bank of America Corp DE | 46,507 | $636K | 0.0% | -50.3% | 0.532% | |
| 2/14/2025 | Quarry LP | 2,141 | $29K | 0.0% | N/A | 0.024% | |
| 2/14/2025 | Shaker Financial Services LLC | 105,114 | $1.44M | 0.6% | -24.1% | 1.203% | |
| 2/13/2025 | 1607 Capital Partners LLC | 536,545 | $7.34M | 0.6% | +40.3% | 6.139% | |
| 2/13/2025 | NewEdge Advisors LLC | 38,854 | $532K | 0.0% | -4.0% | 0.445% | |
| 2/13/2025 | Guggenheim Capital LLC | 176,545 | $2.42M | 0.0% | -11.2% | 2.020% | |
| 2/13/2025 | Invesco Ltd. | 69,421 | $950K | 0.0% | +7.0% | 0.794% | |
| 2/13/2025 | Sit Investment Associates Inc. | 326,964 | $4.47M | 0.1% | +48.8% | 3.741% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 13,562 | $186K | 0.0% | -48.0% | 0.155% | |
| 2/12/2025 | Hoertkorn Richard Charles | 14,000 | $192K | 0.1% | -17.6% | 0.160% | |
| 2/12/2025 | Morey & Quinn Wealth Partners LLC | 43,527 | $595K | 0.5% | N/A | 0.498% | |
| 2/11/2025 | LPL Financial LLC | 45,361 | $621K | 0.0% | +10.2% | 0.519% | |
| 2/7/2025 | Aviance Capital Partners LLC | 22,238 | $304K | 0.0% | +9.3% | 0.254% | |
| 2/5/2025 | Noble Wealth Management PBC | 2,424 | $33K | 0.0% | N/A | 0.028% | |
| 1/31/2025 | Robinson Capital Management LLC | 43,700 | $598K | 0.2% | +398.3% | 0.500% | |
| 1/29/2025 | Allspring Global Investments Holdings LLC | 36,486 | $499K | 0.0% | -64.1% | 0.417% | |
| 1/13/2025 | Capital Investment Advisors LLC | 140,741 | $1.93M | 0.0% | -8.0% | 0.000% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 28,625 | $402K | 0.0% | N/A | 0.000% | |
| 11/15/2024 | HighTower Advisors LLC | 10,036 | $138K | 0.0% | N/A | 0.000% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 26,077 | $367K | 0.0% | +10.4% | 0.000% | |
| 11/7/2024 | Aviance Capital Partners LLC | 20,350 | $286K | 0.0% | -19.1% | 0.000% | |
| 10/31/2024 | Shaker Financial Services LLC | 138,470 | $1.95M | 0.7% | -32.0% | 1.583% | |
| 10/19/2024 | Allspring Global Investments Holdings LLC | 101,503 | $1.43M | 0.0% | +1.0% | 1.161% | |
| 10/18/2024 | Capital Investment Advisors LLC | 153,018 | $2.15M | 0.0% | +2.0% | 1.750% | |
| 8/3/2024 | Shaker Financial Services LLC | 203,489 | $2.71M | 1.1% | -7.6% | 2.328% | |
| 7/26/2024 | Allspring Global Investments Holdings LLC | 100,488 | $1.34M | 0.0% | +16.9% | 1.150% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 52,160 | $694K | 0.0% | -1.6% | 0.597% | |
| 7/12/2024 | Capital Investment Advisors LLC | 150,078 | $2.00M | 0.0% | +3.4% | 1.717% | |
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| 7/10/2024 | Simplicity Wealth LLC | 13,351 | $178K | 0.0% | N/A | 0.153% | |
| 4/26/2024 | Riverbridge Partners LLC | 27,238 | $359K | 0.0% | N/A | 0.312% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 85,943 | $1.13M | 0.0% | +300.0% | 0.983% | |
| 2/13/2024 | 1607 Capital Partners LLC | 766,901 | $9.92M | 0.7% | +47.9% | 8.775% | |
| 2/7/2024 | Shaker Financial Services LLC | 194,481 | $2.52M | 1.0% | +29.2% | 2.225% | |
| 2/6/2024 | Aviance Capital Partners LLC | 25,688 | $332K | 0.1% | -7.2% | 0.294% | |
| 1/5/2024 | Capital Investment Advisors LLC | 129,883 | $1.68M | 0.0% | +3.6% | 1.486% | |
| 11/15/2023 | 1607 Capital Partners LLC | 518,501 | $6.30M | 0.5% | +148.0% | 5.933% | |
| 11/13/2023 | Wolverine Asset Management LLC | 73,172 | $889K | 0.0% | +4.8% | 0.837% | |
| 11/8/2023 | Moors & Cabot Inc. | 10,000 | $122K | 0.0% | N/A | 0.114% | |
| 11/7/2023 | Aviance Capital Partners LLC | 27,669 | $336K | 0.1% | N/A | 0.317% | |
| 11/2/2023 | Shaker Financial Services LLC | 150,554 | $1.83M | 0.9% | +3.9% | 1.722% | |
| 10/27/2023 | Hennion & Walsh Asset Management Inc. | 53,519 | $650K | 0.0% | +19.6% | 0.612% | |
| 10/24/2023 | Stratos Wealth Partners LTD. | 109,808 | $1.33M | 0.0% | -16.5% | 1.256% | |
| 10/16/2023 | Capital Investment Advisors LLC | 125,337 | $1.52M | 0.0% | +24.1% | 1.433% | |
| 8/11/2023 | Guggenheim Capital LLC | 48,044 | $607K | 0.0% | -4.7% | 0.550% | |
| 8/7/2023 | Wolverine Asset Management LLC | 69,835 | $883K | 0.0% | +20.8% | 0.799% | |
| 8/7/2023 | Shaker Financial Services LLC | 144,945 | $1.83M | 0.8% | +5.0% | 1.657% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 131,531 | $1.66M | 0.0% | +0.8% | 1.504% | |
| 7/11/2023 | Capital Investment Advisors LLC | 100,961 | $1.28M | 0.0% | +30.3% | 1.155% | |
| 5/11/2023 | Guggenheim Capital LLC | 50,412 | $640K | 0.0% | -36.4% | 0.577% | |
| 5/8/2023 | Shaker Financial Services LLC | 138,083 | $1.75M | 0.8% | +140.1% | 1.580% | |
| 5/8/2023 | Wolverine Asset Management LLC | 57,811 | $734K | 0.0% | +74.5% | 0.661% | |
| 4/27/2023 | Stratos Wealth Partners LTD. | 130,434 | $1.66M | 0.0% | -3.7% | 1.492% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 16,142 | $205K | 0.0% | +27.9% | 0.185% | |
| 4/13/2023 | Allspring Global Investments Holdings LLC | 21,485 | $273K | 0.0% | N/A | 0.246% | |
| 4/10/2023 | Capital Investment Advisors LLC | 77,503 | $984K | 0.0% | +15.6% | 0.887% | |
| 2/3/2023 | Shaker Financial Services LLC | 57,505 | $721K | 0.3% | N/A | 0.658% | |
| 2/1/2023 | Wolverine Asset Management LLC | 33,137 | $416K | 0.0% | -19.4% | 0.379% | |
| 1/5/2023 | Capital Investment Advisors LLC | 67,033 | $841K | 0.0% | +16.1% | 0.767% | |
| 11/14/2022 | Guggenheim Capital LLC | 119,380 | $1.44M | 0.0% | -19.2% | 1.369% | |
| 11/10/2022 | Wolverine Asset Management LLC | 41,107 | $495K | 0.0% | N/A | 0.471% | |
| 11/1/2022 | Hoertkorn Richard Charles | 17,200 | $207K | 0.1% | +13.2% | 0.197% | |
| 10/31/2022 | Avion Wealth | 5,011 | $60K | 0.0% | N/A | 0.057% | |
| 10/24/2022 | Stratos Wealth Partners LTD. | 69,050 | $833K | 0.0% | +23.4% | 0.792% | |
| 10/5/2022 | Capital Investment Advisors LLC | 57,717 | $696K | 0.0% | +31.8% | 0.662% | |
| 8/13/2022 | NewEdge Advisors LLC | 50,151 | $661K | 0.0% | +2.8% | 0.575% | |
| 7/22/2022 | Stratos Wealth Partners LTD. | 55,945 | $737K | 0.0% | -7.7% | 0.642% | |
| 7/6/2022 | Capital Investment Advisors LLC | 43,781 | $577K | 0.0% | +30.3% | 0.502% | |
| 5/4/2022 | Advisor Group Holdings Inc. | 103,603 | $1.74M | 0.0% | -1.2% | 1.188% | |
| 5/2/2022 | Hoertkorn Richard Charles | 15,200 | $255K | 0.1% | -11.6% | 0.174% | |
| 4/29/2022 | Financial Connections Group Inc. | 2,400 | $40K | 0.0% | N/A | 0.028% | |
| 4/26/2022 | Stratos Wealth Partners LTD. | 60,597 | $1.02M | 0.0% | -34.4% | 0.695% | |
| 4/13/2022 | Capital Investment Advisors LLC | 33,591 | $564K | 0.0% | -5.9% | 0.385% | |
| 2/14/2022 | Guggenheim Capital LLC | 208,627 | $4.04M | 0.0% | +5.5% | 2.393% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 12,623 | $244K | 0.0% | +9.5% | 0.145% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 104,891 | $2.03M | 0.0% | +4.6% | 1.203% | |
| 1/14/2022 | Stratos Wealth Partners LTD. | 92,322 | $1.79M | 0.0% | +3.4% | 1.059% | |
| 11/15/2021 | Guggenheim Capital LLC | 197,844 | $3.69M | 0.0% | +7.4% | 2.272% | |
| 11/15/2021 | Cohen & Steers Inc. | 68,927 | $1.29M | 0.0% | +25.8% | 0.792% | |
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| 11/12/2021 | Hennion & Walsh Asset Management Inc. | 60,989 | $1.14M | 0.1% | -1.6% | 0.700% | |
| 11/5/2021 | Advisor Group Holdings Inc. | 100,279 | $1.87M | 0.0% | +20.2% | 1.152% | |
| 11/2/2021 | Shaker Financial Services LLC | 13,302 | $248K | 0.1% | -18.9% | 0.153% | |
| 10/19/2021 | Kestra Advisory Services LLC | 14,048 | $262K | 0.0% | N/A | 0.161% | |
| 10/19/2021 | Stratos Wealth Partners LTD. | 89,280 | $1.67M | 0.0% | +5.1% | 1.025% | |
| 8/16/2021 | Bank of America Corp DE | 60,714 | $1.14M | 0.0% | -15.6% | 0.697% | |
| 8/16/2021 | 1607 Capital Partners LLC | 744,226 | $14.02M | 0.7% | -13.6% | 8.547% | |
| 8/13/2021 | Stifel Financial Corp | 83,785 | $1.58M | 0.0% | -2.0% | 0.962% | |
| 8/10/2021 | Mid Atlantic Financial Management Inc. ADV | 55,500 | $1.05M | 0.1% | +8.9% | 0.637% | |
| 8/4/2021 | Shaker Financial Services LLC | 16,411 | $309K | 0.1% | -48.3% | 0.188% | |
