| 6/2/2025 | Modern Wealth Management LLC | 1,074,754 | $9.06M | 0.3% | +11.0% | 2.121% | |
| 5/16/2025 | Punch & Associates Investment Management Inc. | 610,323 | $5.15M | 0.3% | -43.8% | 1.204% | |
| 5/16/2025 | NewEdge Advisors LLC | 30,469 | $257K | 0.0% | +9.6% | 0.060% | |
| 5/16/2025 | AQR Arbitrage LLC | 55,322 | $466K | 0.0% | -62.5% | 0.109% | |
| 5/16/2025 | Advisors Asset Management Inc. | 269,591 | $2.27M | 0.0% | -46.2% | 0.532% | |
| 5/16/2025 | 1607 Capital Partners LLC | 57,127 | $482K | 0.0% | -61.9% | 0.113% | |
| 5/15/2025 | EP Wealth Advisors LLC | 41,464 | $350K | 0.0% | -26.6% | 0.082% | |
| 5/15/2025 | Royal Bank of Canada | 207,934 | $1.75M | 0.0% | +5.2% | 0.410% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 59,980 | $506K | 0.0% | -5.8% | 0.118% | |
| 5/15/2025 | Eisler Capital Management Ltd. | 10,000 | $84K | 0.0% | N/A | 0.020% | |
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| 5/14/2025 | Walleye Capital LLC | 39,368 | $332K | 0.0% | -16.5% | 0.078% | |
| 5/13/2025 | Elequin Capital LP | 6,023 | $51K | 0.0% | N/A | 0.012% | |
| 5/13/2025 | FCA Corp TX | 296,439 | $2.50M | 0.8% | -2.7% | 0.585% | |
| 5/12/2025 | Wolverine Asset Management LLC | 384,130 | $3.24M | 0.0% | +8.5% | 0.758% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 87,074 | $734K | 0.2% | -1.9% | 0.172% | |
| 5/9/2025 | Shaker Financial Services LLC | 907,197 | $7.65M | 3.0% | +23.5% | 1.790% | |
| 5/8/2025 | Commerce Bank | 29,712 | $250K | 0.0% | N/A | 0.059% | |
| 5/8/2025 | Alexander Randolph Advisory Inc. | 982,323 | $8.28M | 8.1% | -0.9% | 1.938% | |
| 5/7/2025 | LPL Financial LLC | 671,106 | $5.66M | 0.0% | +13.3% | 1.324% | |
| 5/6/2025 | Readystate Asset Management LP | 88,772 | $748K | 0.0% | +159.2% | 0.175% | |
| 5/5/2025 | Blue Bell Private Wealth Management LLC | 461,992 | $3.90M | 0.7% | +6.8% | 0.912% | |
| 5/5/2025 | Diversify Advisory Services LLC | 66,627 | $548K | 0.0% | -3.3% | 0.131% | |
| 5/1/2025 | Family Firm Inc. | 288,404 | $2.43M | 0.5% | -3.0% | 0.569% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 369,024 | $3.12M | 0.5% | -0.4% | 0.728% | |
| 4/30/2025 | Brown Advisory Inc. | 74,719 | $630K | 0.0% | -6.2% | 0.147% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 19,682 | $166K | 0.1% | N/A | 0.039% | |
| 4/29/2025 | Calamos Advisors LLC | 23,590 | $199K | 0.0% | -35.2% | 0.047% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 745,898 | $6.29M | 0.0% | +7.3% | 1.472% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 11,487 | $97K | 0.0% | -25.5% | 0.023% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 14,675 | $124K | 0.0% | N/A | 0.029% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 540,978 | $4.56M | 0.2% | -1.2% | 1.067% | |
| 4/22/2025 | Advisor Resource Council | 35,688 | $301K | 0.0% | N/A | 0.070% | |
| 4/15/2025 | Sapient Capital LLC | 91,705 | $773K | 0.0% | -6.7% | 0.181% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 58,426 | $493K | 0.0% | +101.4% | 0.115% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 15,280 | $149K | 0.1% | N/A | 0.030% | |
| 2/17/2025 | Quantedge Capital Pte Ltd | 56,497 | $551K | 0.2% | +27.8% | 0.111% | |
| 2/17/2025 | Logan Stone Capital LLC | 91,912 | $896K | 0.3% | +181.7% | 0.181% | |
| 2/17/2025 | EP Wealth Advisors LLC | 56,504 | $551K | 0.0% | -3.1% | 0.111% | |
| 2/17/2025 | Cetera Investment Advisers | 11,581 | $113K | 0.0% | -96.2% | 0.023% | |
| 2/17/2025 | Captrust Financial Advisors | 103,387 | $1.01M | 0.0% | -2.5% | 0.204% | |
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| 2/17/2025 | Bank of America Corp DE | 504,401 | $4.92M | 0.0% | +4.9% | 0.995% | |
| 2/14/2025 | AQR Arbitrage LLC | 147,356 | $1.44M | 0.0% | -25.1% | 0.291% | |
| 2/14/2025 | Stifel Financial Corp | 60,831 | $593K | 0.0% | +10.3% | 0.120% | |
| 2/14/2025 | Shaker Financial Services LLC | 734,786 | $7.16M | 2.7% | +18.7% | 1.450% | |
| 2/13/2025 | 1607 Capital Partners LLC | 149,985 | $1.46M | 0.1% | -9.8% | 0.296% | |
| 2/13/2025 | NewEdge Advisors LLC | 27,794 | $271K | 0.0% | -5.6% | 0.055% | |
| 2/13/2025 | Walleye Capital LLC | 47,150 | $460K | 0.0% | +11.9% | 0.093% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 15,418 | $150K | 0.0% | +12.5% | 0.030% | |
| 2/13/2025 | Raymond James Financial Inc. | 355,771 | $3.47M | 0.0% | N/A | 0.702% | |
| 2/13/2025 | Wells Fargo & Company MN | 604,206 | $5.89M | 0.0% | +3.9% | 1.192% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 63,644 | $621K | 0.1% | -33.6% | 0.126% | |
| 2/12/2025 | DKM Wealth Management Inc. | 23,002 | $224K | 0.2% | N/A | 0.045% | |
| 2/11/2025 | Modern Wealth Management LLC | 1,008,152 | $10.14M | 0.4% | N/A | 1.989% | |
| 2/11/2025 | LPL Financial LLC | 592,578 | $5.78M | 0.0% | +86.7% | 1.169% | |
| 2/10/2025 | Advisors Asset Management Inc. | 501,102 | $4.89M | 0.1% | -23.5% | 0.989% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 150,437 | $1.47M | 0.0% | +4.7% | 0.297% | |
| 2/7/2025 | HighTower Advisors LLC | 39,663 | $387K | 0.0% | +272.6% | 0.078% | |
| 2/7/2025 | Moors & Cabot Inc. | 112,421 | $1.10M | 0.1% | +6.7% | 0.222% | |
| 2/7/2025 | Roberts Glore & Co. Inc. IL | 88,752 | $865K | 0.3% | +1.7% | 0.175% | |
| 2/7/2025 | Blue Bell Private Wealth Management LLC | 432,511 | $4.22M | 0.8% | +14.4% | 0.853% | |
| 2/6/2025 | Raymond James Financial Inc. | 355,771 | $3.47M | 0.0% | N/A | 0.702% | |
| 2/6/2025 | Bard Associates Inc. | 154,001 | $1.50M | 0.5% | -14.2% | 0.304% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 20,843 | $203K | 0.0% | +107.8% | 0.041% | |
| 2/4/2025 | WealthShield Partners LLC | 36,301 | $354K | 0.1% | -11.0% | 0.072% | |
| 2/4/2025 | Alexander Randolph Advisory Inc. | 991,033 | $9.66M | 9.0% | -0.7% | 1.955% | |
| 2/3/2025 | Wolverine Asset Management LLC | 353,905 | $3.45M | 0.0% | +88.5% | 0.698% | |
| 2/3/2025 | Private Advisor Group LLC | 89,992 | $877K | 0.0% | +10.5% | 0.178% | |
| 1/31/2025 | Mraz Amerine & Associates Inc. | 370,435 | $3.61M | 0.6% | -6.1% | 0.731% | |
| 1/29/2025 | Allspring Global Investments Holdings LLC | 695,437 | $6.78M | 0.0% | -39.0% | 1.372% | |
| 1/29/2025 | Sapient Capital LLC | 98,307 | $958K | 0.0% | +2.2% | 0.194% | |
| 1/28/2025 | Stephens Inc. AR | 12,715 | $124K | 0.0% | N/A | 0.025% | |
| 1/28/2025 | Apollon Wealth Management LLC | 35,024 | $341K | 0.0% | -13.7% | 0.069% | |
| 1/24/2025 | Calamos Advisors LLC | 36,395 | $355K | 0.0% | +146.5% | 0.072% | |
| 1/22/2025 | Revolve Wealth Partners LLC | 15,179 | $148K | 0.0% | N/A | 0.030% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 547,408 | $5.34M | 0.3% | +7.9% | 1.080% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 29,010 | $283K | 0.0% | N/A | 0.057% | |
| 11/26/2024 | Peapack Gladstone Financial Corp | 15,864 | $152K | 0.0% | -16.9% | 0.031% | |
| 11/15/2024 | XTX Topco Ltd | 10,788 | $104K | 0.0% | N/A | 0.021% | |
| 11/15/2024 | EP Wealth Advisors LLC | 58,294 | $560K | 0.0% | +5.6% | 0.115% | |
| 11/15/2024 | Stifel Financial Corp | 55,150 | $530K | 0.0% | -8.2% | 0.109% | |
| 11/15/2024 | HighTower Advisors LLC | 10,644 | $102K | 0.0% | N/A | 0.021% | |
| 11/14/2024 | Captrust Financial Advisors | 106,063 | $1.02M | 0.0% | +5.0% | 0.209% | |
| 11/14/2024 | Walleye Capital LLC | 42,151 | $405K | 0.0% | +6.9% | 0.083% | |
| 11/13/2024 | D.A. Davidson & CO. | 36,372 | $350K | 0.0% | -8.7% | 0.072% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 95,858 | $921K | 0.1% | -26.2% | 0.189% | |
| 11/8/2024 | Moors & Cabot Inc. | 105,376 | $1.01M | 0.1% | -1.7% | 0.208% | |
| 11/8/2024 | Advisors Asset Management Inc. | 655,095 | $6.30M | 0.1% | -18.3% | 1.293% | |
| 11/6/2024 | Bard Associates Inc. | 179,501 | $1.73M | 0.6% | -1.6% | 0.354% | |
| 11/6/2024 | Alexander Randolph Advisory Inc. | 997,924 | $9.59M | 8.5% | +0.1% | 1.969% | |
| 11/5/2024 | Apollon Wealth Management LLC | 40,603 | $390K | 0.0% | -6.9% | 0.080% | |
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| 11/4/2024 | Wolverine Asset Management LLC | 187,725 | $1.80M | 0.0% | +46.2% | 0.370% | |
| 11/1/2024 | Heritage Wealth Management Inc. | 19,259 | $185K | 0.1% | N/A | 0.038% | |
| 10/31/2024 | Hara Capital LLC | 42,560 | $409K | 0.2% | +12.7% | 0.084% | |
| 10/31/2024 | Shaker Financial Services LLC | 619,270 | $5.95M | 2.2% | +7.8% | 1.222% | |
| 10/24/2024 | Alpha Financial Partners LLC | 10,476 | $101K | 0.1% | N/A | 0.022% | |
| 10/23/2024 | Mraz Amerine & Associates Inc. | 394,480 | $3.79M | 0.7% | -1.9% | 0.778% | |
| 10/22/2024 | International Assets Investment Management LLC | 25,527 | $2.66M | 0.0% | +879.2% | 0.050% | |
| 10/22/2024 | Private Advisor Group LLC | 81,439 | $783K | 0.0% | -3.5% | 0.167% | |
| 10/19/2024 | Allspring Global Investments Holdings LLC | 1,140,342 | $10.96M | 0.0% | +1.7% | 2.250% | |
| 9/5/2024 | Sanctuary Advisors LLC | 124,229 | $1.10M | 0.0% | N/A | 0.245% | |
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