| 5/19/2025 | Smith Asset Management Co. LLC | 345,261 | $4.17M | 3.9% | N/A | 1.293% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 4,973 | $60K | 0.0% | N/A | 0.019% | |
| 5/15/2025 | Royal Bank of Canada | 167,148 | $2.02M | 0.0% | +5.8% | 0.626% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 77,173 | $933K | 0.4% | -4.3% | 0.289% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,979 | $48K | 0.0% | +77.1% | 0.015% | |
| 5/13/2025 | Cresset Asset Management LLC | 11,494 | $139K | 0.0% | N/A | 0.043% | |
| 5/12/2025 | Invesco Ltd. | 31,783 | $384K | 0.0% | +17.2% | 0.119% | |
| 5/9/2025 | Cornerstone Advisors LLC | 43,716 | $529K | 0.0% | +6.8% | 0.164% | |
| 5/9/2025 | Schnieders Capital Management LLC | 35,860 | $434K | 0.1% | -5.5% | 0.134% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 50,000 | $604K | 0.0% | +284.6% | 0.187% | |
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| 5/6/2025 | Cetera Investment Advisers | 122,950 | $1.49M | 0.0% | +4.7% | 0.461% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 77,436 | $936K | 0.1% | +3.7% | 0.290% | |
| 4/29/2025 | World Investment Advisors | 133,500 | $1.61M | 0.0% | N/A | 0.500% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 69,286 | $838K | 0.2% | +13.0% | 0.260% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,749 | $33K | 0.0% | +103.9% | 0.010% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 34,938 | $422K | 0.1% | +2.7% | 0.131% | |
| 4/23/2025 | FORM Wealth Advisors LLC | 10,808 | $131K | 0.0% | N/A | 0.040% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 306,880 | $3.71M | 0.0% | +2.4% | 1.150% | |
| 4/18/2025 | CENTRAL TRUST Co | 17,347 | $210K | 0.0% | -33.9% | 0.065% | |
| 4/17/2025 | Access Financial Services Inc. | 76,117 | $920K | 0.4% | +3.8% | 0.285% | |
| 4/9/2025 | Freestate Advisors LLC | 19,609 | $237K | 0.2% | +52.1% | 0.073% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 13,000 | $151K | 0.0% | -18.8% | 0.049% | |
| 2/18/2025 | RB Capital Management LLC | 23,868 | $276K | 0.1% | +7.0% | 0.090% | |
| 2/18/2025 | Elequin Capital LP | 5,520 | $64K | 0.0% | N/A | 0.021% | |
| 2/17/2025 | Colonial Trust Co SC | 2,500 | $29K | 0.0% | N/A | 0.009% | |
| 2/17/2025 | CoreCap Advisors LLC | 12,335 | $143K | 0.0% | -33.9% | 0.046% | |
| 2/17/2025 | Cetera Investment Advisers | 117,392 | $1.36M | 0.0% | +54.1% | 0.442% | |
| 2/17/2025 | Bank of America Corp DE | 52,146 | $604K | 0.0% | -25.3% | 0.196% | |
| 2/17/2025 | Ameriprise Financial Inc. | 96,466 | $1.12M | 0.0% | +2.7% | 0.363% | |
| 2/14/2025 | Jane Street Group LLC | 10,846 | $126K | 0.0% | N/A | 0.041% | |
| 2/14/2025 | Comerica Bank | 25,215 | $292K | 0.0% | +1,160.8% | 0.095% | |
| 2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 47,581 | $551K | 0.4% | N/A | 0.179% | |
| 2/13/2025 | Raymond James Financial Inc. | 83,711 | $969K | 0.0% | N/A | 0.315% | |
| 2/13/2025 | Invesco Ltd. | 27,128 | $314K | 0.0% | N/A | 0.102% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 31,836 | $369K | 0.0% | N/A | 0.120% | |
| 2/13/2025 | Wells Fargo & Company MN | 283,035 | $3.28M | 0.0% | -2.9% | 1.066% | |
| 2/12/2025 | Everstar Asset Management LLC | 81,248 | $941K | 0.7% | -11.4% | 0.306% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 80,643 | $934K | 0.4% | +13.4% | 0.304% | |
| 2/11/2025 | Next Capital Management LLC | 10,010 | $116K | 0.0% | N/A | 0.038% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 385,270 | $4.46M | 0.0% | -48.9% | 1.451% | |
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| 2/7/2025 | Cornerstone Advisors LLC | 40,943 | $474K | 0.0% | +294.2% | 0.154% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 11,706 | $136K | 0.0% | +65.3% | 0.044% | |
| 2/6/2025 | Raymond James Financial Inc. | 83,711 | $969K | 0.0% | N/A | 0.315% | |
| 2/3/2025 | Compass Planning Associates Inc | 8,813 | $102K | 0.1% | N/A | 0.033% | |
| 2/3/2025 | Wolverine Asset Management LLC | 92,835 | $1.08M | 0.0% | N/A | 0.350% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 61,297 | $710K | 0.2% | +11.0% | 0.231% | |
| 2/3/2025 | Private Advisor Group LLC | 30,376 | $352K | 0.0% | +25.2% | 0.114% | |
| 1/27/2025 | Consolidated Portfolio Review Corp | 34,020 | $394K | 0.1% | +10.0% | 0.128% | |
| 1/27/2025 | Stratos Wealth Advisors LLC | 74,698 | $865K | 0.0% | +4.8% | 0.281% | |
| 1/24/2025 | CENTRAL TRUST Co | 26,252 | $304K | 0.0% | -21.1% | 0.099% | |
| 1/16/2025 | Access Financial Services Inc. | 73,342 | $849K | 0.4% | -9.4% | 0.276% | |
| 1/14/2025 | Freestate Advisors LLC | 12,888 | $149K | 0.2% | N/A | 0.049% | |
| 11/18/2024 | RB Capital Management LLC | 22,306 | $292K | 0.1% | -11.1% | 0.084% | |
| 11/8/2024 | Cornerstone Advisors LLC | 10,386 | $136K | 0.0% | -83.1% | 0.039% | |
| 10/24/2024 | Richardson Financial Services Inc. | 2,000 | $25K | 0.0% | +100.0% | 0.008% | |
| 10/23/2024 | CENTRAL TRUST Co | 33,256 | $435K | 0.0% | -20.1% | 0.125% | |
| 10/22/2024 | International Assets Investment Management LLC | 13,090 | $171K | 0.0% | N/A | 0.049% | |
| 10/22/2024 | Private Advisor Group LLC | 24,270 | $318K | 0.0% | -4.2% | 0.091% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 71,267 | $933K | 0.0% | +2.4% | 0.268% | |
| 10/7/2024 | WealthBridge Capital Management LLC | 55,235 | $723K | 0.2% | +16.0% | 0.208% | |
| 8/9/2024 | Cornerstone Advisors LLC | 61,386 | $710K | 0.0% | +2,151.9% | 0.231% | |
| 8/1/2024 | Consolidated Portfolio Review Corp | 30,409 | $352K | 0.1% | +34.6% | 0.115% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 766,652 | $8.86M | 0.0% | -16.1% | 2.888% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 304,942 | $3.53M | 0.0% | -8.1% | 1.149% | |
| 5/14/2024 | RB Capital Management LLC | 24,925 | $296K | 0.1% | +3.9% | 0.094% | |
| 5/10/2024 | Cornerstone Advisors LLC | 2,726 | $32K | 0.0% | -98.5% | 0.010% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 22,585 | $269K | 0.1% | N/A | 0.085% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 913,679 | $10.86M | 0.0% | -8.2% | 3.441% | |
| 4/25/2024 | Schnieders Capital Management LLC | 47,697 | $567K | 0.1% | -4.0% | 0.180% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 331,662 | $3.94M | 0.0% | +5.5% | 1.249% | |
| 4/24/2024 | CENTRAL TRUST Co | 75,011 | $892K | 0.0% | -12.5% | 0.283% | |
| 4/22/2024 | PFG Investments LLC | 28,264 | $336K | 0.0% | N/A | 0.106% | |
| 2/14/2024 | Waterloo Capital L.P. | 21,598 | $254K | 0.0% | N/A | 0.082% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 314,511 | $3.70M | 0.0% | -19.3% | 1.188% | |
| 2/9/2024 | Cornerstone Advisors LLC | 181,259 | $2.13M | 0.1% | +31.2% | 0.685% | |
| 2/6/2024 | Private Advisor Group LLC | 16,825 | $198K | 0.0% | -8.4% | 0.064% | |
| 2/6/2024 | RB Capital Management LLC | 23,980 | $282K | 0.1% | -4.1% | 0.091% | |
| 2/1/2024 | Sigma Planning Corp | 25,001 | $294K | 0.0% | -56.0% | 0.094% | |
| 1/25/2024 | International Assets Investment Management LLC | 28,200 | $331K | 0.0% | N/A | 0.106% | |
| 1/24/2024 | CENTRAL TRUST Co | 85,764 | $1.01M | 0.0% | -15.7% | 0.324% | |
| 1/24/2024 | International Assets Investment Management LLC | 28,200 | $331K | 0.0% | N/A | 0.106% | |
| 1/19/2024 | Cornerstone Management Inc. | 108,767 | $1.28M | 0.3% | -37.9% | 0.411% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 50,741 | $596K | 0.0% | -25.5% | 0.192% | |
| 1/16/2024 | Raymond James & Associates | 32,666 | $384K | 0.0% | +12.3% | 0.123% | |
| 1/16/2024 | CoreCap Advisors LLC | 11,570 | $136K | 0.0% | -18.9% | 0.044% | |
| 11/14/2023 | Samalin Investment Counsel LLC | 79,189 | $830K | 0.5% | -23.4% | 0.299% | |
| 11/13/2023 | LPL Financial LLC | 322,179 | $3.38M | 0.0% | +0.7% | 1.217% | |
| 11/13/2023 | Wolverine Asset Management LLC | 121,250 | $1.27M | 0.0% | +11.6% | 0.458% | |
| 11/9/2023 | Cornerstone Advisors LLC | 138,181 | $1.45M | 0.1% | +51.9% | 0.522% | |
| 11/8/2023 | Landscape Capital Management L.L.C. | 15,811 | $166K | 0.0% | -43.2% | 0.060% | |
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| 11/8/2023 | Schnieders Capital Management LLC | 49,297 | $517K | 0.1% | -11.8% | 0.186% | |
| 11/7/2023 | Johnson Midwest Financial LLC | 10,893 | $114K | 0.3% | +38.0% | 0.041% | |
| 11/3/2023 | Private Advisor Group LLC | 18,367 | $192K | 0.0% | +31.2% | 0.069% | |
| 10/26/2023 | CENTRAL TRUST Co | 101,711 | $1.07M | 0.0% | -21.1% | 0.384% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 68,067 | $713K | 0.0% | -10.8% | 0.257% | |
| 10/24/2023 | Raymond James & Associates | 29,078 | $305K | 0.0% | -22.6% | 0.110% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 389,529 | $4.08M | 0.0% | -1.5% | 1.471% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 866,826 | $9.08M | 0.0% | +7.1% | 3.274% | |
| 10/19/2023 | Quaker Wealth Management LLC | 63,743 | $668K | 0.3% | +4.0% | 0.241% | |
| 10/17/2023 | Avior Wealth Management LLC | 11,200 | $117K | 0.0% | -13.7% | 0.042% | |
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