| 5/16/2025 | NewEdge Advisors LLC | 77,049 | $408K | 0.0% | +35.3% | 0.157% | |
| 5/16/2025 | Advisors Asset Management Inc. | 766,179 | $4.06M | 0.1% | -12.5% | 1.563% | |
| 5/15/2025 | Royal Bank of Canada | 55,989 | $297K | 0.0% | +21.5% | 0.114% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 15,993 | $85K | 0.0% | +21.9% | 0.033% | |
| 5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 587,872 | $3.12M | 1.1% | +11.8% | 1.199% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 92,187 | $489K | 0.0% | -17.3% | 0.188% | |
| 5/13/2025 | HighTower Advisors LLC | 36,760 | $195K | 0.0% | -35.2% | 0.075% | |
| 5/12/2025 | Invesco Ltd. | 319,810 | $1.70M | 0.0% | +33.7% | 0.652% | |
| 5/12/2025 | Wolverine Asset Management LLC | 21,250 | $113K | 0.0% | +34.8% | 0.043% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 26,378 | $137K | 0.0% | +24.5% | 0.054% | |
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| 5/9/2025 | Ackerman Capital Advisors LLC | 20,332 | $108K | 0.0% | N/A | 0.041% | |
| 5/6/2025 | Readystate Asset Management LP | 19,860 | $105K | 0.0% | N/A | 0.041% | |
| 5/6/2025 | Choreo LLC | 108,228 | $574K | 0.0% | +10.3% | 0.221% | |
| 5/5/2025 | Private Advisor Group LLC | 245,808 | $1.30M | 0.0% | -2.9% | 0.501% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 639,204 | $3.39M | 0.0% | +19.3% | 1.304% | |
| 4/29/2025 | Aviance Capital Partners LLC | 43,809 | $232K | 0.0% | +7.7% | 0.089% | |
| 4/23/2025 | Tyche Wealth Partners LLC | 85,376 | $452K | 0.1% | +52.3% | 0.000% | |
| 4/22/2025 | Advisor Resource Council | 46,800 | $248K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Avior Wealth Management LLC | 29,593 | $157K | 0.0% | +25.6% | 0.000% | |
| 4/21/2025 | Riverbridge Partners LLC | 66,582 | $353K | 0.0% | +10.5% | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 626,431 | $3.32M | 0.0% | +9.2% | 0.000% | |
| 4/14/2025 | Farther Finance Advisors LLC | 8,400 | $45K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | Capital Investment Advisors LLC | 118,482 | $628K | 0.0% | -1.9% | 0.000% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 871,007 | $4.62M | 0.2% | -0.8% | 0.000% | |
| 2/17/2025 | Waverly Advisors LLC | 10,039 | $54K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Saba Capital Management L.P. | 683,746 | $3.66M | 0.1% | -25.5% | 0.000% | |
| 2/17/2025 | Pathstone Holdings LLC | 1,827,038 | $9.79M | 0.0% | +12.4% | 0.000% | |
| 2/17/2025 | Nomura Holdings Inc. | 25,000 | $134K | 0.0% | +57.8% | 0.000% | |
| 2/17/2025 | Logan Stone Capital LLC | 402,423 | $2.15M | 0.7% | +1.3% | 0.000% | |
| 2/17/2025 | Cetera Investment Advisers | 22,341 | $120K | 0.0% | +12.8% | 0.000% | |
| 2/17/2025 | Citadel Advisors LLC | 19,843 | $106K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 1,895,354 | $10.14M | 0.0% | +15.6% | 0.000% | |
| 2/17/2025 | Ameriprise Financial Inc. | 65,114 | $348K | 0.0% | +10.3% | 0.000% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 801,531 | $4.29M | 2.6% | N/A | 0.000% | |
| 2/14/2025 | Jane Street Group LLC | 14,810 | $79K | 0.0% | N/A | 0.000% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 17,346 | $93K | 0.0% | -38.4% | 0.000% | |
| 2/13/2025 | Guggenheim Capital LLC | 654,988 | $3.50M | 0.0% | +23.4% | 0.000% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 127,236 | $681K | 0.0% | +19.4% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 186,416 | $997K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 239,267 | $1.28M | 0.0% | +85.9% | 0.000% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 535,803 | $2.87M | 0.0% | -13.0% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 90,243 | $483K | 0.0% | -26.6% | 0.000% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 13,124 | $70K | 0.0% | N/A | 0.000% | |
| 2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 526,027 | $2.81M | 0.9% | -3.9% | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 222,815 | $1.19M | 0.0% | +9.5% | 0.000% | |
| 2/10/2025 | Advisors Asset Management Inc. | 875,266 | $4.68M | 0.1% | +21.2% | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 18,819 | $101K | 0.0% | -45.2% | 0.000% | |
| 2/10/2025 | Balanced Wealth Group LLC | 12,620 | $69K | 0.0% | -66.4% | 0.000% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 12,937 | $69K | 0.0% | N/A | 0.000% | |
| 2/7/2025 | HighTower Advisors LLC | 56,750 | $304K | 0.0% | +73.4% | 0.000% | |
| 2/7/2025 | Aviance Capital Partners LLC | 40,664 | $218K | 0.0% | +19.4% | 0.000% | |
| 2/7/2025 | Novus Advisors LLC | 21,735 | $116K | 0.1% | N/A | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 186,416 | $997K | 0.0% | N/A | 0.000% | |
| 2/5/2025 | Noble Wealth Management PBC | 43,830 | $234K | 0.2% | N/A | 0.000% | |
| 2/3/2025 | Wolverine Asset Management LLC | 15,767 | $84K | 0.0% | -80.2% | 0.000% | |
| 2/3/2025 | Private Advisor Group LLC | 253,115 | $1.35M | 0.0% | -30.8% | 0.000% | |
| 1/31/2025 | Robinson Capital Management LLC | 192,508 | $1.03M | 0.4% | -17.8% | 0.000% | |
| 1/30/2025 | Amarillo National Bank | 11,502 | $62K | 0.0% | N/A | 0.000% | |
| 1/29/2025 | Van ECK Associates Corp | 346,432 | $1.85M | 0.0% | +4.5% | 0.000% | |
| 1/27/2025 | Tyche Wealth Partners LLC | 56,050 | $300K | 0.1% | -34.3% | 0.000% | |
| 1/27/2025 | Choreo LLC | 98,145 | $524K | 0.0% | +9.0% | 0.000% | |
| 1/22/2025 | Drive Wealth Management LLC | 14,600 | $78K | 0.0% | -17.0% | 0.000% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 573,615 | $3.07M | 0.0% | +6.9% | 0.000% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 27,230 | $146K | 0.0% | +49.4% | 0.000% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 877,791 | $4.70M | 0.2% | -0.7% | 0.000% | |
| 1/14/2025 | Park Avenue Securities LLC | 134,564 | $720K | 0.0% | +7.2% | 0.000% | |
| 1/13/2025 | Capital Investment Advisors LLC | 120,732 | $646K | 0.0% | -8.0% | 0.000% | |
| 11/15/2024 | MML Investors Services LLC | 39,303 | $225K | 0.0% | +5.9% | 0.000% | |
| 11/15/2024 | HighTower Advisors LLC | 32,726 | $183K | 0.0% | +66.2% | 0.000% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 106,584 | $610K | 0.0% | +11.5% | 0.000% | |
| 11/8/2024 | Advisors Asset Management Inc. | 722,003 | $4.13M | 0.1% | -21.2% | 0.000% | |
| 11/8/2024 | Avior Wealth Management LLC | 23,189 | $133K | 0.0% | +16.5% | 0.000% | |
| 11/7/2024 | Pathstone Holdings LLC | 1,625,347 | $9.30M | 0.0% | +14.8% | 0.000% | |
| 11/7/2024 | Aviance Capital Partners LLC | 34,069 | $195K | 0.0% | +6.1% | 0.000% | |
| 11/4/2024 | Wolverine Asset Management LLC | 79,658 | $456K | 0.0% | +81.1% | 0.000% | |
| 10/29/2024 | Van ECK Associates Corp | 331,374 | $1.84M | 0.0% | -2.1% | 0.000% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 536,830 | $3.07M | 0.0% | +3.9% | 0.000% | |
| 10/28/2024 | Balanced Wealth Group LLC | 37,564 | $215K | 0.1% | -17.0% | 0.000% | |
| 10/25/2024 | Tyche Wealth Partners LLC | 85,376 | $488K | 0.1% | -10.9% | 0.000% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 884,144 | $5.06M | 0.2% | -0.7% | 0.000% | |
| 10/22/2024 | Private Advisor Group LLC | 365,720 | $2.09M | 0.0% | -12.6% | 0.000% | |
| 10/3/2024 | Park Avenue Securities LLC | 125,571 | $718K | 0.0% | -4.2% | 0.000% | |
| 9/5/2024 | Sanctuary Advisors LLC | 20,560 | $104K | 0.0% | N/A | 0.000% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 101,618 | $555K | 0.0% | -6.4% | 0.000% | |
| 8/15/2024 | Logan Stone Capital LLC | 295,992 | $1.62M | 0.4% | +68.7% | 0.000% | |
| 8/13/2024 | Balanced Wealth Group LLC | 45,267 | $241K | 0.1% | -32.7% | 0.000% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 560,506 | $3.06M | 0.0% | +9.0% | 0.000% | |
| 8/7/2024 | Choreo LLC | 85,486 | $456K | 0.0% | +5.0% | 0.000% | |
| 8/5/2024 | Private Advisor Group LLC | 418,654 | $2.29M | 0.0% | -23.1% | 0.000% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 15,401 | $84K | 0.0% | +19.4% | 0.000% | |
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| 8/2/2024 | Wolverine Asset Management LLC | 43,996 | $240K | 0.0% | +78.0% | 0.000% | |
| 8/1/2024 | Drive Wealth Management LLC | 17,600 | $96K | 0.0% | -18.5% | 0.000% | |
| 7/31/2024 | Van ECK Associates Corp | 338,536 | $1.85M | 0.0% | +3.6% | 0.000% | |
| 7/31/2024 | Rothschild Investment LLC | 58,000 | $317K | 0.0% | N/A | 0.000% | |
| 7/26/2024 | Bank of New York Mellon Corp | 93,724 | $512K | 0.0% | -4.7% | 0.000% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 890,663 | $4.86M | 0.2% | +16.9% | 0.000% | |
| 7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 213,163 | $1.16M | 0.3% | -2.3% | 0.000% | |
| 7/12/2024 | Capital Investment Advisors LLC | 131,230 | $717K | 0.0% | -8.3% | 0.000% | |
| 7/9/2024 | Park Avenue Securities LLC | 131,013 | $715K | 0.0% | -3.2% | 0.000% | |
| 5/14/2024 | Advisors Asset Management Inc. | 939,810 | $5.05M | 0.1% | +17.8% | 0.000% | |
