| 5/20/2025 | Focus Partners Wealth | 10,275 | $50K | 0.0% | N/A | 0.022% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,056 | $156K | 0.0% | -9.2% | 0.067% | |
| 5/16/2025 | 1607 Capital Partners LLC | 2,670,304 | $12.98M | 1.0% | +21.2% | 5.588% | |
| 5/15/2025 | Tortoise Investment Management LLC | 23,755 | $115K | 0.0% | -32.8% | 0.050% | |
| 5/14/2025 | Ieq Capital LLC | 76,049 | $370K | 0.0% | N/A | 0.159% | |
| 5/13/2025 | Raymond James Financial Inc. | 986,159 | $4.79M | 0.0% | +5.4% | 2.064% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,513,568 | $7.36M | 0.0% | -7.6% | 3.167% | |
| 5/13/2025 | Sit Investment Associates Inc. | 7,486,736 | $36.39M | 0.9% | +8.2% | 15.668% | |
| 5/12/2025 | Invesco Ltd. | 401,659 | $1.95M | 0.0% | +0.8% | 0.841% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,665 | $62K | 0.0% | -30.5% | 0.027% | |
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| 5/9/2025 | Cary Street Partners Financial LLC | 45,294 | $220K | 0.0% | -16.5% | 0.095% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 42,366 | $206K | 0.0% | -17.5% | 0.089% | |
| 5/8/2025 | First Foundation Advisors | 67,390 | $328K | 0.0% | -8.5% | 0.141% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 684,704 | $3.33M | 0.7% | +30.4% | 1.433% | |
| 5/1/2025 | Whitener Capital Management Inc. | 38,657 | $188K | 0.1% | -14.4% | 0.081% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 10,017 | $49K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Riverbridge Partners LLC | 163,574 | $795K | 0.0% | +10.3% | 0.000% | |
| 4/18/2025 | JP Wealth Management Inc. | 3,042,735 | $14.79M | 4.8% | +7.3% | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 33,231 | $162K | 0.0% | N/A | 0.000% | |
| 4/10/2025 | Northside Capital Management LLC | 1,058,672 | $5.15M | 0.8% | -2.3% | 0.000% | |
| 4/9/2025 | NBC Securities Inc. | 8,589 | $41K | 0.0% | +107,262.5% | 0.000% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,088 | $49K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 54,268 | $261K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 39,930 | $192K | 0.0% | +11.7% | 0.000% | |
| 2/17/2025 | Ameriprise Financial Inc. | 997,360 | $4.80M | 0.0% | +14.4% | 0.000% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 23,986 | $115K | 0.0% | -29.1% | 0.000% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 1,637,796 | $7.88M | 0.0% | -19.5% | 0.000% | |
| 2/13/2025 | 1607 Capital Partners LLC | 2,202,483 | $10.59M | 0.9% | +19.7% | 0.000% | |
| 2/13/2025 | First Foundation Advisors | 73,617 | $354K | 0.0% | -6.7% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 935,886 | $4.50M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 398,434 | $1.92M | 0.0% | +1.8% | 0.000% | |
| 2/13/2025 | Sit Investment Associates Inc. | 6,916,611 | $33.27M | 0.8% | +0.8% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 228,077 | $1.10M | 0.0% | -5.1% | 0.000% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 17,094 | $82K | 0.0% | -74.6% | 0.000% | |
| 2/11/2025 | Intellus Advisors LLC | 45,859 | $221K | 0.0% | N/A | 0.000% | |
| 2/11/2025 | ProVise Management Group LLC | 10,001 | $48K | 0.0% | -21.3% | 0.000% | |
| 2/7/2025 | HighTower Advisors LLC | 53,448 | $257K | 0.0% | -7.2% | 0.000% | |
| 2/7/2025 | Tortoise Investment Management LLC | 35,330 | $170K | 0.0% | -27.1% | 0.000% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 51,357 | $247K | 0.0% | +102.6% | 0.000% | |
| 2/6/2025 | Lindbrook Capital LLC | 10,373 | $50K | 0.0% | N/A | 0.000% | |
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| 2/6/2025 | Raymond James Financial Inc. | 935,886 | $4.50M | 0.0% | N/A | 0.000% | |
| 2/5/2025 | Noble Wealth Management PBC | 171,455 | $825K | 0.6% | N/A | 0.000% | |
| 1/24/2025 | JP Wealth Management Inc. | 2,835,435 | $13.64M | 10.0% | N/A | 0.000% | |
| 1/24/2025 | SeaBridge Investment Advisors LLC | 525,061 | $2.53M | 0.5% | -0.6% | 0.000% | |
| 1/23/2025 | Institute for Wealth Management LLC. | 49,404 | $238K | 0.0% | -4.7% | 0.000% | |
| 1/17/2025 | Transform Wealth LLC | 54,448 | $273K | 0.0% | N/A | 0.000% | |
| 1/15/2025 | Whitener Capital Management Inc. | 45,162 | $217K | 0.1% | -23.8% | 0.000% | |
| 1/14/2025 | Northside Capital Management LLC | 1,083,672 | $5.21M | 1.4% | -1.6% | 0.000% | |
| 1/8/2025 | International Assets Investment Management LLC | 46,382 | $224K | 0.0% | -80.5% | 0.000% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 2,033,723 | $10.36M | 0.1% | N/A | 0.000% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 67,276 | $345K | 0.0% | -72.4% | 0.000% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,119 | $62K | 0.0% | +19.9% | 0.025% | |
| 10/22/2024 | International Assets Investment Management LLC | 237,940 | $1.22M | 0.0% | +413.0% | 0.498% | |
| 10/18/2024 | Northside Capital Management LLC | 1,101,272 | $5.65M | 0.9% | -2.6% | 2.305% | |
| 10/18/2024 | Raymond James & Associates | 862,218 | $4.42M | 0.0% | -2.6% | 1.804% | |
| 9/5/2024 | Sanctuary Advisors LLC | 14,680 | $68K | 0.0% | N/A | 0.031% | |
| 8/13/2024 | Merriman Wealth Management LLC | 10,075 | $48K | 0.0% | N/A | 0.021% | |
| 8/13/2024 | Transatlantique Private Wealth LLC | 56,565 | $268K | 0.1% | +36.7% | 0.118% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 22,736 | $108K | 0.0% | N/A | 0.048% | |
| 8/6/2024 | First Foundation Advisors | 145,074 | $688K | 0.0% | -1.7% | 0.304% | |
| 8/2/2024 | Tortoise Investment Management LLC | 103,295 | $490K | 0.1% | N/A | 0.216% | |
| 8/1/2024 | SeaBridge Investment Advisors LLC | 577,399 | $2.74M | 0.7% | +24.3% | 1.208% | |
| 7/25/2024 | Calamos Advisors LLC | 28,144 | $133K | 0.0% | N/A | 0.059% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,109 | $48K | 0.0% | -55.0% | 0.021% | |
| 7/19/2024 | Raymond James & Associates | 885,482 | $4.20M | 0.0% | -10.1% | 1.853% | |
| 7/17/2024 | Whitener Capital Management Inc. | 58,451 | $277K | 0.1% | +47.3% | 0.122% | |
| 5/17/2024 | Comerica Bank | 6,000 | $29K | 0.0% | N/A | 0.013% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 23,000 | $111K | 0.0% | +15.0% | 0.048% | |
| 5/10/2024 | First Foundation Advisors | 147,625 | $710K | 0.0% | +5.3% | 0.309% | |
| 5/7/2024 | Stonebrook Private Inc. | 36,638 | $176K | 0.1% | -12.1% | 0.077% | |
| 5/1/2024 | SeaBridge Investment Advisors LLC | 464,352 | $2.23M | 0.6% | +5.6% | 0.972% | |
| 4/30/2024 | Hartline Investment Corp | 22,466 | $108K | 0.0% | N/A | 0.047% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 162,501 | $782K | 0.0% | -57.4% | 0.340% | |
| 4/26/2024 | Riverbridge Partners LLC | 141,752 | $682K | 0.0% | +2.5% | 0.297% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 307,567 | $1.48M | 0.0% | -1.8% | 0.644% | |
| 4/22/2024 | Raymond James & Associates | 985,051 | $4.74M | 0.0% | +5.6% | 2.062% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 42,692 | $205K | 0.0% | -11.3% | 0.089% | |
| 3/27/2024 | Nomura Holdings Inc. | 23,598 | $108K | 0.0% | N/A | 0.049% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 13,118 | $60K | 0.0% | -31.4% | 0.027% | |
| 2/13/2024 | 1607 Capital Partners LLC | 2,140,869 | $9.83M | 0.7% | +0.9% | 4.481% | |
| 2/12/2024 | Relative Value Partners Group LLC | 777,057 | $3.57M | 0.2% | +162.3% | 1.626% | |
| 2/8/2024 | Sheaff Brock Investment Advisors LLC | 20,000 | $92K | 0.0% | N/A | 0.042% | |
| 2/8/2024 | MB Generational Wealth LLC | 16,916 | $78K | 0.1% | N/A | 0.035% | |
| 2/7/2024 | Forum Financial Management LP | 10,000 | $46K | 0.0% | N/A | 0.021% | |
| 2/6/2024 | Avidian Wealth Solutions LLC | 11,653 | $53K | 0.0% | -23.1% | 0.024% | |
| 2/5/2024 | Stonebrook Private Inc. | 41,702 | $191K | 0.1% | N/A | 0.087% | |
| 2/1/2024 | Sigma Planning Corp | 11,861 | $54K | 0.0% | -71.7% | 0.025% | |
| 1/31/2024 | Institute for Wealth Management LLC. | 53,123 | $244K | 0.0% | -51.6% | 0.111% | |
| 1/25/2024 | SeaBridge Investment Advisors LLC | 439,905 | $2.02M | 0.6% | +4.7% | 0.921% | |
| 1/24/2024 | International Assets Investment Management LLC | 212,893 | $977K | 0.0% | +310.6% | 0.446% | |
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| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 313,360 | $1.44M | 0.0% | -1.5% | 0.656% | |
| 1/16/2024 | Raymond James & Associates | 933,097 | $4.28M | 0.0% | +7.9% | 1.953% | |
| 1/12/2024 | RDA Financial Network | 43,372 | $199K | 0.1% | +9.2% | 0.091% | |
| 1/11/2024 | Whitener Capital Management Inc. | 38,335 | $176K | 0.1% | +45.0% | 0.080% | |
| 1/9/2024 | Northside Capital Management LLC | 1,131,225 | $5.19M | 1.6% | -3.8% | 2.368% | |
| 11/15/2023 | 1607 Capital Partners LLC | 2,122,669 | $9.72M | 0.7% | +9.6% | 4.443% | |
| 11/8/2023 | ProVise Management Group LLC | 15,401 | $71K | 0.0% | -18.3% | 0.032% | |
| 11/8/2023 | Landscape Capital Management L.L.C. | 17,361 | $80K | 0.0% | -38.1% | 0.036% | |
| 11/4/2023 | NBC Securities Inc. | 9,719 | $44K | 0.0% | N/A | 0.020% | |
| 11/2/2023 | Whitener Capital Management Inc. | 26,445 | $121K | 0.0% | +46.1% | 0.055% | |
