| 5/19/2026 | Bank of America Corp DE | 33,545 | $433K | 0.0% | +2.6% | 0.384% | |
| 4/27/2026 | World Investment Advisors | 23,191 | $299K | 0.0% | N/A | 0.265% | |
| 4/18/2026 | Riverbridge Partners LLC | 47,763 | $617K | 0.0% | +4.0% | 0.546% | |
| 2/25/2026 | Sit Investment Associates Inc. | 597,048 | $8.16M | 0.2% | +12.1% | 6.831% | |
| 2/19/2026 | Invesco Ltd. | 130,641 | $1.79M | 0.0% | +21.9% | 1.495% | |
| 2/18/2026 | 1607 Capital Partners LLC | 484,495 | $6.62M | 0.5% | -15.0% | 5.540% | |
| 2/17/2026 | Guggenheim Capital LLC | 191,795 | $2.62M | 0.0% | +16.0% | 2.194% | |
| 2/17/2026 | Osaic Holdings Inc. | 88,936 | $1.22M | 0.0% | +7.0% | 1.018% | |
| 2/17/2026 | Royal Bank of Canada | 6,714 | $91K | 0.0% | -50.6% | 0.077% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 74,090 | $1.01M | 0.0% | -6.9% | 0.848% | |
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| 2/13/2026 | Wells Fargo & Company MN | 5,532 | $76K | 0.0% | -35.2% | 0.063% | |
| 2/12/2026 | Advisors Asset Management Inc. | 72,384 | $989K | 0.0% | N/A | 0.828% | |
| 2/11/2026 | LPL Financial LLC | 118,694 | $1.62M | 0.0% | -3.5% | 1.358% | |
| 2/6/2026 | Aviance Capital Partners LLC | 35,696 | $488K | 0.1% | +3.9% | 0.408% | |
| 1/26/2026 | Shaker Financial Services LLC | 137,124 | $1.87M | 0.6% | -21.5% | 1.569% | |
| 1/13/2026 | Capital Investment Advisors LLC | 125,843 | $1.72M | 0.0% | -4.5% | 1.440% | |
| 1/13/2026 | Riverbridge Partners LLC | 45,908 | $628K | 0.0% | +36.5% | 0.525% | |
| 1/5/2026 | Noble Wealth Management PBC | 26,250 | $359K | 0.2% | -11.5% | 0.300% | |
| 11/17/2025 | NewEdge Advisors LLC | 35,154 | $492K | 0.0% | -9.1% | 0.402% | |
| 11/17/2025 | 1607 Capital Partners LLC | 569,695 | $7.97M | 0.6% | -5.6% | 6.518% | |
| 11/17/2025 | Ameriprise Financial Inc. | 26,612 | $372K | 0.0% | +25.3% | 0.304% | |
| 11/14/2025 | Raymond James Financial Inc. | 10,000 | $140K | 0.0% | +100.0% | 0.114% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 40,157 | $562K | 0.0% | +4.3% | 0.459% | |
| 10/29/2025 | Aviance Capital Partners LLC | 34,356 | $481K | 0.1% | +5.8% | 0.393% | |
| 10/22/2025 | Shaker Financial Services LLC | 174,761 | $2.45M | 0.8% | -4.6% | 1.998% | |
| 10/14/2025 | Riverbridge Partners LLC | 33,638 | $471K | 0.0% | +2.4% | 0.385% | |
| 9/4/2025 | Osaic Holdings Inc. | 82,180 | $1.14M | 0.0% | +10.0% | 0.940% | |
| 8/15/2025 | Bank of America Corp DE | 34,635 | $480K | 0.0% | -2.1% | 0.396% | |
| 8/15/2025 | Ameriprise Financial Inc. | 21,231 | $294K | 0.0% | +63.3% | 0.243% | |
| 8/14/2025 | Raymond James Financial Inc. | 5,000 | $69K | 0.0% | N/A | 0.057% | |
| 8/13/2025 | Guggenheim Capital LLC | 79,428 | $1.10M | 0.0% | -28.0% | 0.908% | |
| 8/13/2025 | Invesco Ltd. | 75,480 | $1.05M | 0.0% | +5.1% | 0.863% | |
| 8/5/2025 | Shaker Financial Services LLC | 183,223 | $2.54M | 0.9% | +25.2% | 2.096% | |
| 8/5/2025 | Aviance Capital Partners LLC | 32,485 | $450K | 0.1% | +18.2% | 0.372% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 38,513 | $533K | 0.0% | -64.6% | 0.441% | |
| 7/23/2025 | Morey & Quinn Wealth Partners LLC | 41,702 | $577K | 0.5% | -3.0% | 0.477% | |
| 7/17/2025 | Capital Investment Advisors LLC | 132,413 | $1.83M | 0.0% | -1.3% | 1.515% | |
| 7/15/2025 | Riverbridge Partners LLC | 32,854 | $455K | 0.0% | +3.8% | 0.376% | |
| 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% | |
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| 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% | |
| 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% | |
| 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% | |
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| 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% | |