| 5/21/2025 | Geneos Wealth Management Inc. | 5,053 | $56K | 0.0% | +803.9% | 0.007% | |
| 5/16/2025 | Plancorp LLC | 10,000 | $110K | 0.0% | N/A | 0.015% | |
| 5/16/2025 | NewEdge Advisors LLC | 203,226 | $2.23M | 0.0% | +4.5% | 0.299% | |
| 5/16/2025 | Advisors Asset Management Inc. | 353,672 | $3.89M | 0.1% | -18.6% | 0.520% | |
| 5/15/2025 | Royal Bank of Canada | 251,790 | $2.77M | 0.0% | -16.2% | 0.370% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 34,915 | $384K | 0.0% | -11.4% | 0.051% | |
| 5/14/2025 | Guggenheim Capital LLC | 1,358,972 | $14.94M | 0.1% | +0.2% | 1.997% | |
| 5/14/2025 | Westchester Capital Management LLC | 51,189 | $563K | 0.0% | -12.8% | 0.075% | |
| 5/13/2025 | Raymond James Financial Inc. | 986,932 | $10.85M | 0.0% | +19.6% | 1.450% | |
| 5/13/2025 | Sit Investment Associates Inc. | 292,440 | $3.21M | 0.1% | -7.6% | 0.430% | |
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| 5/13/2025 | HighTower Advisors LLC | 122,176 | $1.34M | 0.0% | -19.4% | 0.180% | |
| 5/12/2025 | Invesco Ltd. | 187,709 | $2.06M | 0.0% | +2.0% | 0.276% | |
| 5/12/2025 | Wolverine Asset Management LLC | 3,633 | $40K | 0.0% | N/A | 0.005% | |
| 5/12/2025 | Cresta Advisors Ltd. | 27,000 | $297K | 0.2% | +58.8% | 0.040% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 59,518 | $654K | 0.2% | +27.0% | 0.087% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 79,326 | $872K | 0.0% | +196.7% | 0.117% | |
| 5/8/2025 | US Bancorp DE | 22,538 | $248K | 0.0% | -7.3% | 0.033% | |
| 5/8/2025 | Sound View Wealth Advisors Group LLC | 10,246 | $113K | 0.0% | -11.5% | 0.015% | |
| 5/7/2025 | LPL Financial LLC | 165,559 | $1.82M | 0.0% | +12.6% | 0.243% | |
| 5/6/2025 | Cetera Investment Advisers | 15,631 | $172K | 0.0% | N/A | 0.023% | |
| 5/6/2025 | Choreo LLC | 10,680 | $118K | 0.0% | N/A | 0.016% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 33,345 | $366K | 0.0% | +213.2% | 0.049% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 63,309 | $699K | 0.1% | -4.5% | 0.093% | |
| 4/21/2025 | Avior Wealth Management LLC | 19,701 | $217K | 0.0% | +10.3% | 0.029% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 21,861 | $240K | 0.0% | -9.1% | 0.032% | |
| 4/15/2025 | Bard Financial Services Inc. | 57,500 | $632K | 0.1% | +283.3% | 0.084% | |
| 4/15/2025 | CX Institutional | 14,000 | $154K | 0.0% | N/A | 0.021% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,065,504 | $11.71M | 0.5% | -0.8% | 1.565% | |
| 4/9/2025 | American National Bank & Trust | 3,464 | $38K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 91,560 | $1.01M | 0.1% | +3.2% | 0.135% | |
| 2/17/2025 | Pathstone Holdings LLC | 995,957 | $11.05M | 0.0% | +25.3% | 1.463% | |
| 2/17/2025 | Nomura Holdings Inc. | 38,300 | $423K | 0.0% | N/A | 0.056% | |
| 2/17/2025 | Citadel Advisors LLC | 11,831 | $131K | 0.0% | N/A | 0.017% | |
| 2/17/2025 | Bank of America Corp DE | 1,097,695 | $12.12M | 0.0% | -7.4% | 1.613% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 22,181 | $245K | 0.0% | N/A | 0.033% | |
| 2/14/2025 | Westchester Capital Management LLC | 58,688 | $648K | 0.0% | -15.6% | 0.086% | |
| 2/14/2025 | Two Sigma Securities LLC | 12,804 | $141K | 0.0% | N/A | 0.019% | |
| 2/14/2025 | Stifel Financial Corp | 1,122,786 | $12.40M | 0.0% | +80.1% | 1.650% | |
| 2/14/2025 | First Trust Advisors LP | 13,630 | $150K | 0.0% | -13.1% | 0.020% | |
| 2/13/2025 | NewEdge Advisors LLC | 194,541 | $2.15M | 0.0% | +4.2% | 0.286% | |
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| 2/13/2025 | Guggenheim Capital LLC | 1,356,919 | $14.98M | 0.1% | -0.1% | 1.994% | |
| 2/13/2025 | Broyhill Asset Management | 16,775 | $185K | 0.2% | N/A | 0.025% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 57,076 | $630K | 0.0% | +1.8% | 0.084% | |
| 2/13/2025 | Advisory Services Network LLC | 58,167 | $642K | 0.0% | -18.4% | 0.085% | |
| 2/13/2025 | Invesco Ltd. | 184,050 | $2.03M | 0.0% | +12.3% | 0.270% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 15,676 | $173K | 0.0% | +35.5% | 0.023% | |
| 2/13/2025 | Sit Investment Associates Inc. | 316,454 | $3.49M | 0.1% | +21.4% | 0.465% | |
| 2/13/2025 | Wells Fargo & Company MN | 435,121 | $4.80M | 0.0% | -6.8% | 0.639% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 39,404 | $435K | 0.0% | N/A | 0.058% | |
| 2/12/2025 | Disciplined Investors L.L.C. | 34,500 | $375K | 0.4% | N/A | 0.051% | |
| 2/11/2025 | LPL Financial LLC | 147,041 | $1.62M | 0.0% | +14.3% | 0.216% | |
| 2/11/2025 | Virtu Financial LLC | 16,768 | $185K | 0.0% | N/A | 0.025% | |
| 2/10/2025 | Advisors Asset Management Inc. | 434,355 | $4.80M | 0.1% | -14.8% | 0.638% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,900 | $43K | 0.0% | N/A | 0.006% | |
| 2/10/2025 | Corient Private Wealth LLC | 36,566 | $404K | 0.0% | -25.4% | 0.054% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 122,936 | $1.36M | 0.0% | +25.1% | 0.181% | |
| 2/10/2025 | Hollencrest Capital Management | 22,896 | $253K | 0.0% | -9.9% | 0.034% | |
| 2/7/2025 | HighTower Advisors LLC | 151,639 | $1.67M | 0.0% | +65.6% | 0.223% | |
| 2/7/2025 | Sound View Wealth Advisors Group LLC | 11,571 | $128K | 0.0% | -14.6% | 0.017% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 26,732 | $295K | 0.0% | -7.0% | 0.039% | |
| 2/6/2025 | Raymond James Financial Inc. | 824,884 | $9.11M | 0.0% | N/A | 1.212% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 21,614 | $239K | 0.0% | -28.7% | 0.032% | |
| 2/6/2025 | Alesco Advisors LLC | 11,800 | $130K | 0.0% | -17.5% | 0.017% | |
| 2/5/2025 | Noble Wealth Management PBC | 24,848 | $274K | 0.2% | N/A | 0.037% | |
| 2/4/2025 | Ackerman Capital Advisors LLC | 46,864 | $517K | 0.1% | N/A | 0.069% | |
| 1/31/2025 | Robinson Capital Management LLC | 319,059 | $3.52M | 1.4% | -9.2% | 0.469% | |
| 1/30/2025 | Scarborough Advisors LLC | 63,318 | $699K | 0.1% | N/A | 0.093% | |
| 1/30/2025 | Pathway Financial Advisers LLC | 19,148 | $211K | 0.1% | N/A | 0.028% | |
| 1/29/2025 | Van ECK Associates Corp | 493,421 | $5.45M | 0.0% | +4.8% | 0.725% | |
| 1/22/2025 | Mariner Investment Group LLC | 40,818 | $451K | 0.1% | N/A | 0.060% | |
| 1/21/2025 | Crescent Grove Advisors LLC | 66,309 | $732K | 0.1% | -12.1% | 0.097% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 24,054 | $266K | 0.0% | N/A | 0.035% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 1,073,688 | $11.85M | 0.5% | +8.8% | 1.577% | |
| 1/13/2025 | Eastern Bank | 131,231 | $1.45M | 0.0% | +22.8% | 0.193% | |
| 1/13/2025 | Capital Investment Advisors LLC | 261,498 | $2.89M | 0.1% | +0.7% | 0.384% | |
| 12/3/2024 | Rivernorth Capital Management LLC | 1,919,220 | $23.03M | 1.1% | -1.6% | 2.820% | |
| 11/20/2024 | Bard Financial Services Inc. | 15,000 | $180K | 0.0% | -76.2% | 0.022% | |
| 11/18/2024 | Cresta Advisors Ltd. | 17,000 | $204K | 0.1% | N/A | 0.025% | |
| 11/15/2024 | Stifel Financial Corp | 623,360 | $7.48M | 0.0% | +40.0% | 0.916% | |
| 11/15/2024 | Rivernorth Capital Management LLC | 1,909,158 | $22.91M | 1.1% | -2.1% | 2.805% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 8,646 | $104K | 0.0% | N/A | 0.013% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 56,048 | $673K | 0.0% | -3.4% | 0.082% | |
| 11/13/2024 | Horizon Kinetics Asset Management LLC | 44,854 | $538K | 0.0% | +5.2% | 0.066% | |
| 11/12/2024 | Larson Financial Group LLC | 6,085 | $73K | 0.0% | +238.1% | 0.009% | |
| 11/8/2024 | Advisors Asset Management Inc. | 510,076 | $6.12M | 0.1% | -1.8% | 0.749% | |
| 11/7/2024 | Pathstone Holdings LLC | 794,610 | $9.54M | 0.0% | -6.3% | 1.168% | |
| 11/7/2024 | First Western Trust Bank | 39,221 | $471K | 0.0% | N/A | 0.058% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 75,479 | $910K | 0.1% | -4.7% | 0.111% | |
| 10/29/2024 | Van ECK Associates Corp | 470,836 | $5.41M | 0.0% | -4.3% | 0.692% | |
| 10/28/2024 | US Bancorp DE | 25,183 | $302K | 0.0% | +49.8% | 0.037% | |
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| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 986,901 | $11.84M | 0.6% | +11.8% | 1.450% | |
| 10/22/2024 | International Assets Investment Management LLC | 44,872 | $5.38M | 0.0% | +1,108.2% | 0.066% | |
| 10/22/2024 | Eastern Bank | 106,860 | $1.28M | 0.0% | N/A | 0.157% | |
| 10/19/2024 | Allspring Global Investments Holdings LLC | 103,604 | $1.24M | 0.0% | -9.6% | 0.152% | |
| 10/18/2024 | Raymond James & Associates | 439,416 | $5.27M | 0.0% | +2.9% | 0.646% | |
| 10/18/2024 | Capital Investment Advisors LLC | 259,750 | $3.12M | 0.1% | -0.5% | 0.382% | |
| 10/16/2024 | Melfa Wealth Management Inc. | 240,790 | $2.89M | 1.9% | +1.9% | 0.354% | |
| 10/5/2024 | Bard Financial Services Inc. | 15,000 | $180K | 0.0% | -76.2% | 0.022% | |
| 9/5/2024 | Sanctuary Advisors LLC | 45,977 | $502K | 0.0% | N/A | 0.068% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 45,728 | $511K | 0.0% | +4.4% | 0.067% | |
