| 5/16/2025 | Advisors Asset Management Inc. | 187,881 | $1.64M | 0.0% | N/A | 0.584% | |
| 5/15/2025 | Baird Financial Group Inc. | 49,264 | $429K | 0.0% | +49.1% | 0.153% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 32,015 | $279K | 0.0% | -69.9% | 0.099% | |
| 5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 1,701,210 | $14.80M | 5.0% | +18.4% | 5.285% | |
| 5/14/2025 | Walleye Capital LLC | 23,543 | $205K | 0.0% | N/A | 0.073% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 891,607 | $7.85M | 0.0% | +17.7% | 2.770% | |
| 5/13/2025 | HighTower Advisors LLC | 24,114 | $210K | 0.0% | -22.6% | 0.075% | |
| 5/12/2025 | Invesco Ltd. | 390,251 | $3.40M | 0.0% | -2.5% | 1.212% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 10,886 | $96K | 0.0% | N/A | 0.034% | |
| 5/9/2025 | Shaker Financial Services LLC | 252,519 | $2.20M | 0.9% | +41.0% | 0.784% | |
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| 5/9/2025 | Scotia Capital Inc. | 274,595 | $2.39M | 0.0% | +19.1% | 0.853% | |
| 5/8/2025 | US Bancorp DE | 4,007 | $35K | 0.0% | N/A | 0.012% | |
| 5/6/2025 | Cetera Investment Advisers | 26,350 | $229K | 0.0% | N/A | 0.082% | |
| 5/6/2025 | Choreo LLC | 221,213 | $1.93M | 0.0% | +10.1% | 0.687% | |
| 5/5/2025 | Private Advisor Group LLC | 78,248 | $681K | 0.0% | +2.6% | 0.243% | |
| 4/30/2025 | Hara Capital LLC | 196,608 | $1.71M | 1.2% | -35.2% | 0.611% | |
| 4/30/2025 | Rock Point Advisors LLC | 17,138 | $149K | 0.0% | -16.4% | 0.053% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 889,377 | $7.74M | 0.0% | +27.3% | 2.763% | |
| 4/28/2025 | Mutual Advisors LLC | 127,020 | $1.08M | 0.0% | -9.0% | 0.395% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 11,775 | $102K | 0.0% | N/A | 0.037% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 112,314 | $977K | 0.8% | +1.7% | 0.349% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,793 | $111K | 0.0% | -11.7% | 0.040% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,990 | $130K | 0.0% | -18.3% | 0.047% | |
| 4/15/2025 | Noble Wealth Management PBC | 65,009 | $566K | 0.4% | +290.4% | 0.202% | |
| 4/10/2025 | Gilman Hill Asset Management LLC | 15,000 | $130K | 0.0% | -14.3% | 0.047% | |
| 3/14/2025 | Hara Capital LLC | 303,606 | $2.75M | 1.7% | -13.8% | 0.943% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 110,468 | $1.00M | 0.8% | N/A | 0.343% | |
| 2/27/2025 | Jefferies Financial Group Inc. | 25,000 | $226K | 0.0% | N/A | 0.078% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 13,500 | $122K | 0.0% | N/A | 0.042% | |
| 2/18/2025 | CSS LLC IL | 125,692 | $1.14M | 0.1% | -4.7% | 0.390% | |
| 2/17/2025 | Saba Capital Management L.P. | 3,158,722 | $28.62M | 0.7% | -5.4% | 9.813% | |
| 2/17/2025 | Jefferies Financial Group Inc. | 25,000 | $226K | 0.0% | N/A | 0.078% | |
| 2/17/2025 | K2 Principal Fund L.P. | 23,000 | $208K | 0.0% | +15.0% | 0.071% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 757,297 | $6.86M | 0.0% | +9.5% | 2.353% | |
| 2/14/2025 | Shaker Financial Services LLC | 179,109 | $1.62M | 0.6% | +16.9% | 0.556% | |
| 2/13/2025 | Scotia Capital Inc. | 230,479 | $2.09M | 0.0% | +39.2% | 0.716% | |
| 2/13/2025 | Raymond James Financial Inc. | 72,321 | $655K | 0.0% | N/A | 0.225% | |
| 2/13/2025 | Invesco Ltd. | 400,236 | $3.63M | 0.0% | +5.3% | 1.243% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 698,491 | $6.33M | 0.0% | +36.0% | 2.170% | |
| 2/13/2025 | Wells Fargo & Company MN | 716,776 | $6.49M | 0.0% | +933.7% | 2.227% | |
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| 2/12/2025 | Landscape Capital Management L.L.C. | 106,310 | $963K | 0.1% | -28.9% | 0.330% | |
| 2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 1,436,590 | $13.02M | 4.2% | +152.0% | 4.463% | |
| 2/7/2025 | HighTower Advisors LLC | 31,156 | $282K | 0.0% | -11.5% | 0.097% | |
| 2/7/2025 | Independent Advisor Alliance | 81,650 | $740K | 0.0% | +9.1% | 0.254% | |
| 2/6/2025 | Raymond James Financial Inc. | 72,321 | $655K | 0.0% | N/A | 0.225% | |
| 2/5/2025 | Noble Wealth Management PBC | 16,650 | $151K | 0.1% | N/A | 0.052% | |
| 2/3/2025 | Private Advisor Group LLC | 76,248 | $691K | 0.0% | -9.4% | 0.237% | |
| 1/31/2025 | Hara Capital LLC | 325,085 | $2.95M | 1.9% | -7.7% | 1.010% | |
| 1/28/2025 | Visionary Horizons LLC | 51,604 | $468K | 0.3% | -2.6% | 0.160% | |
| 1/27/2025 | Choreo LLC | 200,876 | $1.81M | 0.0% | +74.9% | 0.624% | |
| 1/17/2025 | Mutual Advisors LLC | 139,585 | $1.26M | 0.0% | -3.2% | 0.434% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 14,490 | $131K | 0.0% | N/A | 0.045% | |
| 1/16/2025 | Gilman Hill Asset Management LLC | 17,500 | $159K | 0.0% | +75.0% | 0.054% | |
| 12/3/2024 | Rivernorth Capital Management LLC | 3,088,302 | $26.28M | 1.3% | -7.2% | 9.594% | |
| 11/25/2024 | Tidal Investments LLC | 110,724 | $942K | 0.0% | +1.2% | 0.344% | |
| 11/15/2024 | K2 Principal Fund L.P. | 20,000 | $170K | 0.0% | N/A | 0.062% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 691,416 | $5.84M | 0.0% | N/A | 2.148% | |
| 11/15/2024 | Rivernorth Capital Management LLC | 4,575,754 | $38.94M | 1.9% | +37.5% | 14.215% | |
| 11/15/2024 | Garden State Investment Advisory Services LLC | 16,250 | $138K | 0.0% | N/A | 0.050% | |
| 11/13/2024 | Independent Advisor Alliance | 74,825 | $637K | 0.0% | +22.7% | 0.232% | |
| 11/12/2024 | Penserra Capital Management LLC | 561,771 | $4.78M | 0.1% | N/A | 1.745% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 149,486 | $1.27M | 0.1% | -52.3% | 0.464% | |
| 11/5/2024 | Nations Financial Group Inc. IA ADV | 21,610 | $184K | 0.0% | -33.5% | 0.067% | |
| 11/1/2024 | Fiera Capital Corp | 342,605 | $2.92M | 0.0% | +235.2% | 1.064% | |
| 10/31/2024 | Hara Capital LLC | 352,163 | $3.00M | 1.8% | N/A | 1.094% | |
| 10/31/2024 | Shaker Financial Services LLC | 153,213 | $1.30M | 0.5% | N/A | 0.476% | |
| 10/30/2024 | Catalina Capital Group LLC | 46,320 | $394K | 0.1% | +62.0% | 0.144% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,105 | $163K | 0.0% | N/A | 0.059% | |
| 10/22/2024 | International Assets Investment Management LLC | 4,255 | $36K | 0.0% | +751.0% | 0.013% | |
| 10/22/2024 | Private Advisor Group LLC | 84,148 | $716K | 0.0% | +729.4% | 0.261% | |
| 10/10/2024 | Gilman Hill Asset Management LLC | 10,000 | $85K | 0.0% | N/A | 0.031% | |
| 8/14/2024 | Evergreen Capital Management LLC | 31,592 | $246K | 0.0% | N/A | 0.098% | |
| 8/9/2024 | Rock Point Advisors LLC | 20,738 | $162K | 0.0% | N/A | 0.064% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 363,256 | $2.83M | 0.0% | N/A | 1.128% | |
| 8/8/2024 | Prevail Innovative Wealth Advisors LLC | 98,465 | $768K | 0.3% | N/A | 0.306% | |
| 8/7/2024 | Choreo LLC | 90,058 | $701K | 0.0% | N/A | 0.280% | |
| 8/6/2024 | Patron Partners LLC | 18,490 | $144K | 0.1% | N/A | 0.057% | |
| 8/5/2024 | Blue Bell Private Wealth Management LLC | 65,550 | $511K | 0.1% | N/A | 0.204% | |
| 8/1/2024 | Fiera Capital Corp | 102,200 | $797K | 0.0% | N/A | 0.317% | |
| 7/31/2024 | Farther Finance Advisors LLC | 66,974 | $521K | 0.0% | N/A | 0.208% | |
| 7/29/2024 | Nations Financial Group Inc. IA ADV | 32,472 | $253K | 0.0% | N/A | 0.101% | |
| 7/27/2024 | HB Wealth Management LLC | 12,500 | $98K | 0.0% | N/A | 0.039% | |
| 7/26/2024 | Avion Wealth | 43,341 | $338K | 0.1% | N/A | 0.135% | |
| 7/24/2024 | Family Firm Inc. | 10,584 | $83K | 0.0% | N/A | 0.033% | |
| 7/15/2024 | Melfa Wealth Management Inc. | 24,125 | $188K | 0.1% | N/A | 0.075% | |
