| 8/13/2025 | Clear Street Derivatives LLC | 264,745 | $3.98M | 34.7% | -28.5% | 0.640% | |
| 8/13/2025 | First Trust Advisors LP | 387,654 | $5.83M | 0.0% | N/A | 0.937% | |
| 8/13/2025 | M&T Bank Corp | 20,000 | $301K | 0.0% | +33.3% | 0.048% | |
| 8/13/2025 | Wealthedge Investment Advisors LLC | 88,914 | $1.34M | 0.6% | +65.8% | 0.215% | |
| 8/13/2025 | Hsbc Holdings PLC | 25,369 | $380K | 0.0% | N/A | 0.061% | |
| 8/12/2025 | American Century Companies Inc. | 1,490,548 | $22.42M | 0.0% | +40.7% | 3.603% | |
| 8/11/2025 | Pin Oak Investment Advisors Inc. | 274,978 | $4.14M | 3.4% | -3.1% | 0.665% | |
| 8/7/2025 | Boston Partners | 11,841 | $178K | 0.0% | N/A | 0.029% | |
| 8/7/2025 | King Luther Capital Management Corp | 3,071,796 | $46.20M | 0.2% | +19.9% | 7.425% | |
| 8/5/2025 | Simplex Trading LLC | 13,192 | $198K | 0.0% | N/A | 0.032% | |
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| 7/30/2025 | Sanders Morris Harris LLC | 119,600 | $1.80M | 0.4% | N/A | 0.289% | |
| 7/28/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 180,000 | $2.71M | 0.1% | +560.6% | 0.435% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 15,000 | $229K | 0.0% | +25.0% | 0.036% | |
| 7/25/2025 | Apollon Wealth Management LLC | 10,098 | $152K | 0.0% | N/A | 0.024% | |
| 7/24/2025 | Total Wealth Planning & Management Inc. | 79,279 | $1.19M | 0.9% | -15.1% | 0.192% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 70,777 | $1.06M | 0.0% | +27.5% | 0.171% | |
| 7/14/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 530,000 | $7.97M | 0.5% | +307.7% | 1.281% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 62,874 | $946K | 0.1% | N/A | 0.152% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 551,213 | $10.56M | 0.0% | -1.7% | 1.332% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 679,877 | $13.03M | 0.0% | N/A | 1.643% | |
| 5/15/2025 | Energy Income Partners LLC | 783,614 | $15.01M | 0.3% | +8.7% | 1.894% | |
| 5/13/2025 | Raymond James Financial Inc. | 219,296 | $4.20M | 0.0% | -19.9% | 0.530% | |
| 5/13/2025 | Wealthedge Investment Advisors LLC | 53,624 | $1.03M | 0.5% | -22.8% | 0.130% | |
| 5/13/2025 | American Century Companies Inc. | 1,059,314 | $20.30M | 0.0% | -6.2% | 2.561% | |
| 5/12/2025 | Virtu Financial LLC | 11,235 | $215K | 0.0% | -44.2% | 0.027% | |
| 5/9/2025 | Kim LLC | 395,205 | $7.57M | 0.9% | -21.0% | 0.955% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,000 | $230K | 0.0% | N/A | 0.029% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 55,500 | $1.06M | 0.0% | +11.0% | 0.134% | |
| 5/7/2025 | Pin Oak Investment Advisors Inc. | 283,758 | $5.27M | 4.1% | -2.8% | 0.689% | |
| 5/1/2025 | CWM LLC | 4,000 | $77K | 0.0% | N/A | 0.010% | |
| 4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 27,250 | $522K | 0.0% | +28.2% | 0.066% | |
| 4/24/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 130,000 | $2.49M | 0.2% | -50.3% | 0.316% | |
| 4/24/2025 | Total Wealth Planning & Management Inc. | 93,334 | $1.79M | 1.7% | +3.6% | 0.227% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,278 | $216K | 0.0% | N/A | 0.027% | |
| 4/21/2025 | CWA Asset Management Group LLC | 50,124 | $960K | 0.0% | +29.1% | 0.122% | |
| 3/12/2025 | Wealthedge Investment Advisors LLC | 69,442 | $1.17M | 0.5% | N/A | 0.169% | |
| 2/28/2025 | Total Wealth Planning & Management Inc. | 90,060 | $1.52M | 1.4% | N/A | 0.220% | |
| 2/17/2025 | Bramshill Investments LLC | 46,453 | $782K | 0.1% | -4.5% | 0.114% | |
| 2/14/2025 | Jane Street Group LLC | 27,380 | $461K | 0.0% | N/A | 0.067% | |
| 2/14/2025 | Stifel Financial Corp | 96,711 | $1.63M | 0.0% | -8.8% | 0.236% | |
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| 2/13/2025 | XTX Topco Ltd | 16,022 | $270K | 0.0% | N/A | 0.039% | |
| 2/13/2025 | Raymond James Financial Inc. | 273,674 | $4.61M | 0.0% | N/A | 0.669% | |
| 2/13/2025 | Wells Fargo & Company MN | 8,090 | $136K | 0.0% | -94.3% | 0.020% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 1,059,828 | $17.80M | 0.0% | +41.9% | 2.591% | |
| 2/11/2025 | Sei Investments Co. | 123,094 | $2.07M | 0.0% | +4.2% | 0.301% | |
| 2/11/2025 | American Century Companies Inc. | 1,129,400 | $19.02M | 0.0% | +0.2% | 2.761% | |
| 2/11/2025 | Kim LLC | 500,000 | $8.42M | 1.1% | -13.8% | 1.222% | |
| 2/11/2025 | Virtu Financial LLC | 20,137 | $339K | 0.0% | N/A | 0.049% | |
| 2/11/2025 | Pin Oak Investment Advisors Inc. | 291,882 | $4.92M | 4.4% | +0.3% | 0.713% | |
| 2/11/2025 | Boston Partners | 22,242 | $375K | 0.0% | N/A | 0.054% | |
| 2/6/2025 | Raymond James Financial Inc. | 273,674 | $4.61M | 0.0% | N/A | 0.669% | |
| 2/6/2025 | M&T Bank Corp | 15,000 | $253K | 0.0% | N/A | 0.037% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 4,265 | $72K | 0.0% | N/A | 0.010% | |
| 1/24/2025 | Childress Capital Advisors LLC | 25,124 | $423K | 0.1% | N/A | 0.061% | |
| 1/24/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 21,250 | $358K | 0.0% | -24.8% | 0.052% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 50,000 | $842K | 0.0% | +28.2% | 0.122% | |
| 1/21/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 261,630 | $4.41M | 0.3% | -1.3% | 0.639% | |
| 1/15/2025 | Merit Financial Group LLC | 30,000 | $505K | 0.0% | N/A | 0.073% | |
| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 8,916 | $150K | 0.0% | +109.7% | 0.022% | |
| 1/6/2025 | CWA Asset Management Group LLC | 38,830 | $654K | 0.0% | N/A | 0.095% | |
| 11/15/2024 | Stifel Financial Corp | 106,029 | $2.10M | 0.0% | -9.8% | 0.259% | |
| 11/15/2024 | Clear Street Derivatives LLC | 407,420 | $8.06M | 0.1% | N/A | 0.996% | |
| 11/14/2024 | Pin Oak Investment Advisors Inc. | 291,061 | $5.76M | 5.2% | +7.1% | 0.711% | |
| 11/13/2024 | Glenmede Trust Co. NA | 47,678 | $943K | 0.0% | +13.9% | 0.117% | |
| 10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 28,250 | $559K | 0.0% | N/A | 0.074% | |
| 10/24/2024 | PFG Investments LLC | 32,300 | $639K | 0.0% | N/A | 0.084% | |
| 10/18/2024 | Raymond James & Associates | 225,769 | $4.47M | 0.0% | -3.7% | 0.730% | |
| 10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,252 | $84K | 0.0% | N/A | 0.011% | |
| 8/13/2024 | Westwood Holdings Group Inc. | 200,000 | $4.03M | 0.0% | N/A | 0.521% | |
| 8/13/2024 | Sei Investments Co. | 105,433 | $2.13M | 0.0% | N/A | 0.274% | |
| 8/13/2024 | King Luther Capital Management Corp | 2,561,530 | $51.64M | 0.2% | -1.2% | 6.669% | |
| 8/12/2024 | Hsbc Holdings PLC | 150,000 | $3.02M | 0.0% | +89.6% | 0.485% | |
| 8/8/2024 | Federated Hermes Inc. | 6,750 | $136K | 0.0% | -55.0% | 0.022% | |
| 8/8/2024 | American Century Companies Inc. | 1,025,906 | $20.68M | 0.0% | +1,127.0% | 3.316% | |
| 7/24/2024 | Silverleafe Capital Partners LLC | 34,000 | $685K | 0.2% | N/A | 0.110% | |
| 7/19/2024 | Raymond James & Associates | 234,488 | $4.73M | 0.0% | +43.4% | 0.758% | |
| 5/15/2024 | Energy Income Partners LLC | 493,438 | $8.86M | 0.2% | +37.7% | 1.595% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 71,443 | $1.28M | 0.0% | +35.6% | 0.232% | |
| 2/14/2024 | Pin Oak Investment Advisors Inc. | 239,035 | $4.35M | 4.4% | N/A | 0.777% | |
| 2/12/2024 | Global Endowment Management LP | 2,074,864 | $37.72M | 4.2% | -31.8% | 6.748% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 10,050 | $183K | 0.0% | N/A | 0.033% | |
| 2/12/2024 | Hsbc Holdings PLC | 150,000 | $2.69M | 0.0% | N/A | 0.488% | |
| 2/9/2024 | King Luther Capital Management Corp | 2,591,530 | $47.11M | 0.2% | +0.6% | 8.428% | |
| 2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 37,933 | $690K | 0.0% | N/A | 0.123% | |
| 2/1/2024 | Jennison Associates LLC | 185,985 | $3.38M | 0.0% | -1.8% | 0.605% | |
| 1/18/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 296,000 | $5.38M | 0.5% | -10.2% | 0.963% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 52,688 | $958K | 0.0% | +418.8% | 0.171% | |
| 1/16/2024 | Raymond James & Associates | 210,021 | $3.82M | 0.0% | -19.1% | 0.683% | |
| 11/7/2023 | Barclays PLC | 212,652 | $4.32M | 0.0% | -9.0% | 0.692% | |
| 11/2/2023 | Venturi Wealth Management LLC | 2,300 | $47K | 0.0% | +64.3% | 0.007% | |
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| 10/26/2023 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 329,500 | $6.69M | 0.7% | -3.5% | 1.072% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,155 | $206K | 0.0% | N/A | 0.033% | |
| 10/24/2023 | Raymond James & Associates | 259,653 | $5.27M | 0.0% | +1.3% | 0.844% | |
| 8/3/2023 | Barclays PLC | 233,565 | $5.06M | 0.0% | +1.8% | 0.760% | |
| 8/3/2023 | Jennison Associates LLC | 188,960 | $4.09M | 0.0% | -0.3% | 0.615% | |
| 7/25/2023 | Raymond James & Associates | 256,322 | $5.55M | 0.0% | +21.9% | 0.834% | |
| 7/24/2023 | Venturi Wealth Management LLC | 1,400 | $30K | 0.0% | N/A | 0.005% | |
| 7/11/2023 | Worth Asset Management LLC | 1,425 | $31K | 0.0% | N/A | 0.005% | |
| 5/12/2023 | CIBC Private Wealth Group LLC | 510,362 | $23.05M | 0.1% | N/A | 1.660% | |
| 5/11/2023 | Tortoise Capital Advisors L.L.C. | 50,000 | $1.16M | 0.0% | N/A | 0.163% | |
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