| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 97,188 | $282K | 0.0% | -14.3% | 0.183% | |
| 5/12/2025 | Invesco Ltd. | 523,672 | $1.52M | 0.0% | +12.1% | 0.986% | |
| 5/12/2025 | Wolverine Asset Management LLC | 148,483 | $431K | 0.0% | +69.9% | 0.280% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 62,441 | $177K | 0.0% | N/A | 0.118% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 49,550 | $144K | 0.0% | +118.0% | 0.093% | |
| 5/9/2025 | Shaker Financial Services LLC | 209,133 | $606K | 0.2% | +130.1% | 0.394% | |
| 5/7/2025 | LPL Financial LLC | 1,377,264 | $3.99M | 0.0% | -15.2% | 2.594% | |
| 4/29/2025 | Calamos Advisors LLC | 119,875 | $348K | 0.0% | N/A | 0.226% | |
| 4/17/2025 | Strategic Advisors LLC | 14,379 | $42K | 0.0% | N/A | 0.027% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 62,826 | $182K | 0.0% | +15.3% | 0.118% | |
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| 2/17/2025 | Citadel Advisors LLC | 25,581 | $74K | 0.0% | N/A | 0.048% | |
| 2/17/2025 | Bank of America Corp DE | 427,975 | $1.24M | 0.0% | -4.0% | 0.806% | |
| 2/17/2025 | Ameriprise Financial Inc. | 275,654 | $797K | 0.0% | -51.4% | 0.519% | |
| 2/14/2025 | Stifel Financial Corp | 82,437 | $238K | 0.0% | +103.5% | 0.155% | |
| 2/14/2025 | Shaker Financial Services LLC | 90,886 | $263K | 0.1% | N/A | 0.171% | |
| 2/13/2025 | NewEdge Advisors LLC | 37,000 | $107K | 0.0% | -32.0% | 0.070% | |
| 2/13/2025 | Invesco Ltd. | 467,185 | $1.35M | 0.0% | +21.7% | 0.880% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 47,804 | $138K | 0.0% | -79.5% | 0.090% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 141,495 | $409K | 0.0% | N/A | 0.267% | |
| 2/11/2025 | LPL Financial LLC | 1,624,704 | $4.70M | 0.0% | +8.8% | 3.060% | |
| 2/11/2025 | Virtu Financial LLC | 15,503 | $45K | 0.0% | N/A | 0.029% | |
| 2/3/2025 | Wolverine Asset Management LLC | 87,414 | $253K | 0.0% | N/A | 0.165% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 22,731 | $66K | 0.0% | +63.5% | 0.043% | |
| 1/30/2025 | IMS Capital Management | 201,321 | $582K | 0.3% | +2.9% | 0.379% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 54,489 | $157K | 0.0% | +20.2% | 0.103% | |
| 11/15/2024 | MML Investors Services LLC | 53,471 | $165K | 0.0% | -10.1% | 0.101% | |
| 11/15/2024 | Jane Street Group LLC | 12,087 | $37K | 0.0% | N/A | 0.023% | |
| 11/15/2024 | HighTower Advisors LLC | 11,000 | $34K | 0.0% | N/A | 0.021% | |
| 11/1/2024 | Fiera Capital Corp | 166,450 | $514K | 0.0% | +555.2% | 0.314% | |
| 10/21/2024 | Fortis Group Advisors LLC | 12,774 | $39K | 0.0% | N/A | 0.024% | |
| 8/21/2024 | IMS Capital Management | 194,581 | $597K | 0.3% | +63.3% | 0.367% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 26,905 | $80K | 0.0% | +14.2% | 0.051% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 76,096 | $226K | 0.0% | -4.3% | 0.143% | |
| 8/7/2024 | Wedbush Securities Inc. | 45,410 | $135K | 0.0% | -13.9% | 0.086% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 45,626 | $136K | 0.0% | -8.4% | 0.086% | |
| 7/15/2024 | Melfa Wealth Management Inc. | 42,950 | $128K | 0.1% | N/A | 0.081% | |
| 5/17/2024 | Beacon Capital Management LLC | 10,839 | $32K | 0.0% | N/A | 0.020% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 23,568 | $70K | 0.0% | -48.7% | 0.044% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 45,973 | $144K | 0.0% | +95.1% | 0.087% | |
| 10/11/2023 | Dynamic Advisor Solutions LLC | 50,308 | $130K | 0.0% | +17.0% | 0.096% | |
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| 8/3/2023 | Atria Wealth Solutions Inc. | 13,900 | $41K | 0.0% | -41.5% | 0.026% | |
| 8/2/2023 | Sigma Planning Corp | 101,121 | $297K | 0.0% | -12.8% | 0.192% | |
| 7/31/2023 | LPL Financial LLC | 1,415,928 | $4.16M | 0.0% | +4.1% | 2.690% | |
| 7/27/2023 | B. Riley Wealth Advisors Inc. | 131,949 | $388K | 0.0% | -8.2% | 0.251% | |
| 7/27/2023 | Pinnacle Associates Ltd. | 17,440 | $51K | 0.0% | N/A | 0.033% | |
| 5/10/2023 | Landscape Capital Management L.L.C. | 59,680 | $153K | 0.0% | +157.0% | 0.113% | |
| 5/10/2023 | LPL Financial LLC | 1,360,077 | $3.50M | 0.0% | +4.1% | 2.584% | |
| 5/8/2023 | Shaker Financial Services LLC | 379,201 | $975K | 0.4% | +302.9% | 0.720% | |
| 5/8/2023 | Wolverine Asset Management LLC | 249,846 | $642K | 0.0% | +168.0% | 0.475% | |
| 5/8/2023 | Sigma Planning Corp | 115,985 | $298K | 0.0% | -15.4% | 0.220% | |
| 4/26/2023 | Fiera Capital Corp | 19,031 | $49K | 0.0% | -90.4% | 0.036% | |
| 4/14/2023 | Raymond James & Associates | 12,504 | $32K | 0.0% | -57.7% | 0.024% | |
| 4/5/2023 | Astoria Portfolio Advisors LLC. | 19,829 | $51K | 0.0% | +44.5% | 0.038% | |
| 3/15/2023 | B. Riley Wealth Advisors Inc. | 270,533 | $682K | 0.0% | +17.6% | 0.517% | |
| 2/10/2023 | Sit Investment Associates Inc. | 70,729 | $178K | 0.0% | N/A | 0.135% | |
| 2/9/2023 | Landscape Capital Management L.L.C. | 23,222 | $59K | 0.0% | N/A | 0.044% | |
| 2/8/2023 | Fiera Capital Corp | 199,062 | $502K | 0.0% | +5.7% | 0.380% | |
| 2/7/2023 | LPL Financial LLC | 1,306,827 | $3.29M | 0.0% | -3.1% | 2.497% | |
| 2/3/2023 | Shaker Financial Services LLC | 94,120 | $237K | 0.1% | N/A | 0.180% | |
| 2/1/2023 | Wolverine Asset Management LLC | 93,222 | $235K | 0.0% | N/A | 0.178% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 58,695 | $148K | 0.0% | -12.8% | 0.112% | |
| 1/23/2023 | Strategic Advisors LLC | 37,283 | $94K | 0.0% | -34.2% | 0.071% | |
| 1/23/2023 | Astoria Portfolio Advisors LLC. | 13,718 | $36K | 0.0% | N/A | 0.026% | |
| 11/14/2022 | MML Investors Services LLC | 77,358 | $205K | 0.0% | -14.6% | 0.148% | |
| 10/17/2022 | American Financial Advisors LLC | 11,425 | $30K | 0.0% | N/A | 0.022% | |
| 9/9/2022 | B. Riley Wealth Management Inc. | 13,200 | $36K | 0.0% | -21.0% | 0.025% | |
| 8/26/2022 | Columbia Asset Management | 40,000 | $109K | 0.0% | N/A | 0.076% | |
| 8/13/2022 | Lloyd Park LLC | 50,000 | $137K | 0.1% | N/A | 0.096% | |
| 8/13/2022 | NewEdge Advisors LLC | 219,300 | $599K | 0.0% | +4.3% | 0.419% | |
| 8/11/2022 | CoreCap Advisors LLC | 19,800 | $54K | 0.0% | -38.7% | 0.038% | |
| 8/10/2022 | Fiera Capital Corp | 188,754 | $515K | 0.0% | +22.4% | 0.361% | |
| 8/5/2022 | Landscape Capital Management L.L.C. | 44,775 | $122K | 0.0% | -17.4% | 0.086% | |
| 8/4/2022 | Northwestern Mutual Wealth Management Co. | 19,721 | $53K | 0.0% | -24.1% | 0.038% | |
| 8/1/2022 | Shaker Financial Services LLC | 52,477 | $143K | 0.1% | +89.5% | 0.100% | |
| 7/22/2022 | Stratos Wealth Partners LTD. | 17,161 | $47K | 0.0% | N/A | 0.033% | |
| 7/21/2022 | Wedbush Securities Inc. | 26,040 | $71K | 0.0% | -18.4% | 0.050% | |
| 7/18/2022 | DAVENPORT & Co LLC | 14,500 | $40K | 0.0% | -40.8% | 0.028% | |
| 5/12/2022 | Sit Investment Associates Inc. | 246,721 | $752K | 0.0% | -14.5% | 0.471% | |
| 5/11/2022 | Landscape Capital Management L.L.C. | 54,239 | $165K | 0.0% | N/A | 0.104% | |
| 5/11/2022 | Paragon Capital Management LLC | 14,403 | $44K | 0.0% | N/A | 0.028% | |
| 5/9/2022 | Fiera Capital Corp | 154,166 | $470K | 0.0% | +30.6% | 0.295% | |
| 5/6/2022 | Shaker Financial Services LLC | 27,692 | $84K | 0.0% | -65.3% | 0.053% | |
| 5/4/2022 | Wolverine Asset Management LLC | 104,448 | $318K | 0.0% | N/A | 0.200% | |
| 5/2/2022 | National Asset Management Inc. | 196,475 | $600K | 0.0% | -2.7% | 0.375% | |
| 4/29/2022 | CoreCap Advisors LLC | 32,300 | $99K | 0.0% | -13.4% | 0.062% | |
| 4/20/2022 | Sigma Planning Corp | 135,037 | $412K | 0.0% | -31.6% | 0.258% | |
| 4/11/2022 | Dynamic Advisor Solutions LLC | 36,344 | $111K | 0.0% | +12.5% | 0.069% | |
| 2/14/2022 | Columbia Asset Management | 40,000 | $137K | 0.0% | N/A | 0.076% | |
| 2/14/2022 | LPL Financial LLC | 1,277,400 | $4.38M | 0.0% | -0.3% | 2.441% | |
| 2/11/2022 | Level Four Advisory Services LLC | 10,226 | $35K | 0.0% | N/A | 0.020% | |
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| 2/8/2022 | Fiera Capital Corp | 118,081 | $405K | 0.0% | +2.8% | 0.226% | |
| 2/8/2022 | Bank of America Corp DE | 541,608 | $1.86M | 0.0% | +1.0% | 1.035% | |
| 2/8/2022 | Raymond James & Associates | 70,670 | $242K | 0.0% | +478.4% | 0.135% | |
| 2/7/2022 | Shaker Financial Services LLC | 79,823 | $274K | 0.1% | N/A | 0.153% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 21,000 | $72K | 0.0% | N/A | 0.040% | |
| 2/3/2022 | Xcel Wealth Management LLC | 10,000 | $34K | 0.0% | N/A | 0.019% | |
| 2/3/2022 | Northwestern Mutual Wealth Management Co. | 25,518 | $88K | 0.0% | +15.6% | 0.049% | |
| 1/28/2022 | National Asset Management Inc. | 201,869 | $693K | 0.0% | +2.4% | 0.386% | |
| 11/16/2021 | SeaCrest Wealth Management LLC | 14,744 | $51K | 0.0% | -47.2% | 0.028% | |
| 11/16/2021 | National Asset Management Inc. | 197,170 | $689K | 0.0% | +1.6% | 0.377% | |
