| 7/1/2026 | Noble Wealth Management PBC | 100,360 | $927K | 0.4% | +3.0% | 0.767% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 21,043 | $190K | 0.0% | -81.2% | 0.161% | |
| 5/7/2026 | Basepoint Wealth LLC | 9,937 | $90K | 0.1% | -22.7% | 0.076% | |
| 4/27/2026 | Private Advisor Group LLC | 186,341 | $1.69M | 0.0% | -2.0% | 1.425% | |
| 4/20/2026 | TrueMark Investments LLC | 21,043 | $190K | 0.0% | -70.2% | 0.161% | |
| 2/25/2026 | Sit Investment Associates Inc. | 1,328,546 | $12.56M | 0.2% | +5.9% | 10.157% | |
| 2/18/2026 | NewEdge Advisors LLC | 26,272 | $248K | 0.0% | -4.0% | 0.201% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 111,745 | $1.06M | 0.1% | +62.6% | 0.854% | |
| 2/18/2026 | Mustico Financial Group Inc. | 81,339 | $770K | 0.6% | +6.3% | 0.622% | |
| 2/18/2026 | 1607 Capital Partners LLC | 263,244 | $2.49M | 0.2% | +32.5% | 2.013% | |
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| 2/17/2026 | Guggenheim Capital LLC | 24,542 | $232K | 0.0% | N/A | 0.188% | |
| 2/17/2026 | Cetera Investment Advisers | 11,704 | $111K | 0.0% | -38.2% | 0.089% | |
| 2/16/2026 | Arax Advisory Partners | 48,873 | $462K | 0.0% | -3.9% | 0.374% | |
| 2/13/2026 | Wells Fargo & Company MN | 47,000 | $444K | 0.0% | +6.0% | 0.359% | |
| 2/12/2026 | Advisors Asset Management Inc. | 309,687 | $2.93M | 0.0% | +228.6% | 2.368% | |
| 2/12/2026 | Sit Investment Associates Inc. | 1,328,546 | $12.56M | 0.3% | +5.9% | 10.159% | |
| 2/11/2026 | LPL Financial LLC | 40,739 | $385K | 0.0% | -6.2% | 0.311% | |
| 2/11/2026 | Fiera Capital Corp | 129,862 | $1.23M | 0.0% | +115.9% | 0.993% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 96,222 | $909K | 0.5% | N/A | 0.736% | |
| 2/10/2026 | Basepoint Wealth LLC | 12,850 | $121K | 0.1% | -27.1% | 0.098% | |
| 2/5/2026 | AlphaCore Capital LLC | 13,400 | $127K | 0.0% | N/A | 0.102% | |
| 1/29/2026 | D.A. Davidson & CO. | 85,496 | $808K | 0.0% | -2.9% | 0.654% | |
| 1/23/2026 | Webster Bank N. A. | 3,000 | $28K | 0.0% | N/A | 0.023% | |
| 1/14/2026 | TrueMark Investments LLC | 70,697 | $668K | 0.1% | +2.9% | 0.540% | |
| 1/5/2026 | Noble Wealth Management PBC | 95,345 | $901K | 0.5% | -4.7% | 0.729% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 588,511 | $5.74M | 0.0% | N/A | 4.499% | |
| 11/17/2025 | NewEdge Advisors LLC | 27,372 | $267K | 0.0% | -11.9% | 0.209% | |
| 11/17/2025 | Bank of America Corp DE | 19,464 | $190K | 0.0% | -9.3% | 0.149% | |
| 11/17/2025 | 1607 Capital Partners LLC | 198,610 | $1.94M | 0.1% | N/A | 1.518% | |
| 11/13/2025 | Pathstone Holdings LLC | 315,166 | $3.07M | 0.0% | N/A | 2.410% | |
| 11/13/2025 | Basepoint Wealth LLC | 17,624 | $172K | 0.1% | -13.4% | 0.135% | |
| 11/13/2025 | Private Advisor Group LLC | 191,153 | $1.86M | 0.0% | +0.9% | 1.461% | |
| 11/12/2025 | Clifford Swan Investment Counsel LLC | 29,500 | $288K | 0.0% | +96.7% | 0.226% | |
| 11/7/2025 | Fiera Capital Corp | 60,145 | $586K | 0.0% | N/A | 0.460% | |
| 11/6/2025 | Advisors Asset Management Inc. | 94,246 | $919K | 0.0% | N/A | 0.721% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 146,589 | $1.43M | 0.0% | +5.9% | 1.121% | |
| 10/30/2025 | TrueMark Investments LLC | 68,712 | $670K | 0.1% | N/A | 0.525% | |
| 10/22/2025 | D.A. Davidson & CO. | 88,015 | $858K | 0.0% | +14.0% | 0.673% | |
| 9/4/2025 | Osaic Holdings Inc. | 11,988 | $111K | 0.0% | -55.4% | 0.092% | |
| 8/14/2025 | Raymond James Financial Inc. | 5,308 | $49K | 0.0% | N/A | 0.041% | |
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| 8/14/2025 | NewEdge Advisors LLC | 31,081 | $287K | 0.0% | +9.5% | 0.238% | |
| 8/13/2025 | Baird Financial Group Inc. | 42,878 | $397K | 0.0% | +37.4% | 0.328% | |
| 8/13/2025 | Invesco Ltd. | 43,592 | $403K | 0.0% | +17.1% | 0.333% | |
| 8/7/2025 | Summit X LLC | 57,112 | $528K | 0.1% | -8.5% | 0.437% | |
| 8/4/2025 | Wolverine Asset Management LLC | 39,431 | $365K | 0.0% | N/A | 0.302% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 138,408 | $1.28M | 0.0% | +4.6% | 1.058% | |
| 7/30/2025 | Clifford Swan Investment Counsel LLC | 15,000 | $139K | 0.0% | -49.2% | 0.115% | |
| 7/30/2025 | D.A. Davidson & CO. | 77,228 | $714K | 0.0% | +21.6% | 0.590% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,500 | $32K | 0.0% | N/A | 0.027% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 10,607 | $98K | 0.0% | -79.3% | 0.081% | |
| 5/16/2025 | AQR Arbitrage LLC | 25,750 | $237K | 0.0% | -37.7% | 0.197% | |
| 5/15/2025 | Baird Financial Group Inc. | 31,196 | $288K | 0.0% | N/A | 0.239% | |
| 5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 2,865 | $26K | 0.0% | -92.8% | 0.022% | |
| 5/14/2025 | Napa Wealth Management | 55,586 | $513K | 0.3% | -11.0% | 0.425% | |
| 5/13/2025 | Sit Investment Associates Inc. | 608,217 | $5.61M | 0.1% | +12.1% | 4.651% | |
| 5/13/2025 | HighTower Advisors LLC | 15,778 | $145K | 0.0% | -17.7% | 0.121% | |
| 5/12/2025 | Invesco Ltd. | 37,220 | $343K | 0.0% | +195.7% | 0.285% | |
| 5/5/2025 | Private Advisor Group LLC | 188,163 | $1.74M | 0.0% | -2.5% | 1.439% | |
| 5/2/2025 | Summit X LLC | 62,432 | $576K | 0.1% | -11.1% | 0.477% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 132,350 | $1.22M | 0.0% | +14.1% | 1.012% | |
| 4/28/2025 | D.A. Davidson & CO. | 63,527 | $586K | 0.0% | -3.1% | 0.486% | |
| 4/28/2025 | Rossby Financial LCC | 3,129 | $28K | 0.0% | N/A | 0.024% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 51,272 | $473K | 0.1% | -13.2% | 0.000% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 69,389 | $640K | 0.0% | -9.8% | 0.000% | |
| 4/15/2025 | Noble Wealth Management PBC | 101,698 | $938K | 0.6% | +21.4% | 0.000% | |
| 4/11/2025 | Vanguard Capital Wealth Advisors | 14,000 | $129K | 0.2% | N/A | 0.000% | |
| 2/17/2025 | Napa Wealth Management | 62,424 | $562K | 0.2% | -35.7% | 0.000% | |
| 2/17/2025 | Ewing Morris & Co. Investment Partners Ltd. | 75,690 | $682K | 0.3% | N/A | 0.000% | |
| 2/17/2025 | Citadel Advisors LLC | 10,715 | $97K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 21,790 | $196K | 0.0% | +7.4% | 0.000% | |
| 2/14/2025 | AQR Arbitrage LLC | 41,344 | $373K | 0.0% | -43.7% | 0.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 28,372 | $256K | 0.0% | -5.3% | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 12,587 | $113K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 116,029 | $1.05M | 0.0% | +205.5% | 0.000% | |
| 2/13/2025 | Sit Investment Associates Inc. | 542,802 | $4.89M | 0.1% | +85.4% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 33,668 | $303K | 0.0% | +47.8% | 0.000% | |
| 2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 39,919 | $360K | 0.1% | +77.1% | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 49,630 | $447K | 0.0% | +29.9% | 0.000% | |
| 2/7/2025 | Summit X LLC | 70,257 | $633K | 0.1% | -16.4% | 0.000% | |
| 2/7/2025 | HighTower Advisors LLC | 19,176 | $173K | 0.0% | -8.9% | 0.000% | |
| 2/7/2025 | Independent Advisor Alliance | 45,150 | $407K | 0.0% | N/A | 0.000% | |
| 2/5/2025 | Noble Wealth Management PBC | 83,760 | $755K | 0.5% | N/A | 0.000% | |
| 2/3/2025 | Private Advisor Group LLC | 192,929 | $1.74M | 0.0% | -4.3% | 0.000% | |
| 1/31/2025 | D.A. Davidson & CO. | 65,549 | $591K | 0.0% | -2.8% | 0.000% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 59,058 | $532K | 0.1% | -32.9% | 0.000% | |
| 11/13/2024 | D.A. Davidson & CO. | 67,434 | $635K | 0.0% | -59.3% | 0.516% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 23,729 | $223K | 0.0% | -37.7% | 0.181% | |
| 11/7/2024 | Napa Wealth Management | 97,047 | $913K | 0.4% | +21.6% | 0.742% | |
| 11/4/2024 | Jag Capital Management LLC | 12,700 | $120K | 0.0% | N/A | 0.097% | |
| 10/25/2024 | S.A. Mason LLC | 3,500 | $33K | 0.0% | -50.0% | 0.027% | |
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| 10/24/2024 | Consolidated Portfolio Review Corp | 88,070 | $829K | 0.2% | -14.3% | 0.673% | |
| 10/22/2024 | Private Advisor Group LLC | 201,582 | $1.90M | 0.0% | -3.6% | 1.542% | |
| 10/16/2024 | SPC Financial Inc. | 13,400 | $126K | 0.0% | -25.1% | 0.102% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 5,500 | $47K | 0.0% | N/A | 0.042% | |
| 8/5/2024 | Private Advisor Group LLC | 209,185 | $1.77M | 0.0% | +0.6% | 1.600% | |
| 8/2/2024 | Wolverine Asset Management LLC | 93,874 | $795K | 0.0% | -41.2% | 0.718% | |
| 8/1/2024 | Consolidated Portfolio Review Corp | 102,726 | $870K | 0.2% | -4.1% | 0.785% | |
| 7/30/2024 | Matisse Capital | 177,623 | $1.50M | 0.7% | +26.3% | 1.358% | |
| 7/24/2024 | Catalina Capital Group LLC | 17,885 | $151K | 0.1% | N/A | 0.137% | |
| 7/10/2024 | Apella Capital LLC | 15,066 | $127K | 0.0% | N/A | 0.115% | |