| 11/5/2019 | AE Wealth Management LLC | 32,266 | $0.18M | 0.0% | -6.2% | 0.000% | |
| 10/30/2019 | Commonwealth Equity Services LLC | 22,780 | $0.13M | 0.0% | +14.4% | 0.000% | |
| 10/30/2019 | BB&T Securities LLC | 12,900 | $73K | 0.0% | +29.0% | 0.000% | |
| 10/17/2019 | Strategic Advisors LLC | 51,000 | $0.29M | 0.1% | -5.6% | 0.000% | |
| 10/7/2019 | Foundations Investment Advisors LLC | 11,778 | $66K | 0.0% | N/A | 0.000% | |
| 8/26/2019 | Atria Investments LLC | 81,623 | $0.44M | 0.0% | N/A | 0.000% | |
| 8/16/2019 | Susquehanna International Group LLP | 21,284 | $0.11M | 0.0% | N/A | 0.000% | |
| 8/15/2019 | Cambridge Investment Research Advisors Inc. | 35,146 | $0.18M | 0.0% | -20.4% | 0.000% | |
| 8/14/2019 | Morgan Stanley | 519,031 | $2.67M | 0.0% | +10.9% | 0.000% | |
| 8/14/2019 | Bank of America Corp DE | 282,969 | $1.45M | 0.0% | +10.2% | 0.000% | |
| 8/14/2019 | First Foundation Advisors | 110,491 | $0.57M | 0.0% | +657.4% | 0.000% | |
| 8/14/2019 | Cohen & Steers Inc. | 1,092,914 | $5.61M | 0.0% | +2.0% | 0.000% | |
| 8/10/2019 | LPL Financial LLC | 48,159 | $0.25M | 0.0% | +23.8% | 0.000% | |
| 8/9/2019 | Bank of Montreal Can | 86,235 | $0.44M | 0.0% | +21.6% | 0.000% | |
| 8/9/2019 | Arlington Capital Management Inc. | 73,048 | $0.38M | 0.2% | -9.9% | 0.000% | |
| 8/6/2019 | Wells Fargo & Company MN | 402,274 | $2.07M | 0.0% | -4.9% | 0.000% | |
| 8/2/2019 | Envestnet Asset Management Inc. | 121,803 | $0.63M | 0.0% | +16.6% | 0.000% | |
| 7/31/2019 | Advisor Group Inc. | 80,432 | $0.41M | 0.0% | +9.5% | 0.000% | |
| 6/30/2019 | Measured Wealth Private Client Group LLC | 50,635 | $0.26M | 0.2% | N/A | 0.000% | |
| 6/30/2019 | AE Wealth Management LLC | 34,395 | $0.18M | 0.0% | N/A | 0.000% | |
| 6/30/2019 | SeaCrest Wealth Management LLC | 15,438 | $79K | 0.0% | -24.9% | 0.000% | |
| 6/30/2019 | Commonwealth Equity Services LLC | 19,916 | $0.10M | 0.0% | +35.4% | 0.000% | |
| 5/13/2019 | AJ Wealth Strategies LLC | 23,696 | $0.12M | 0.0% | N/A | 0.000% | |
| 5/10/2019 | Arlington Capital Management Inc. | 81,112 | $0.40M | 0.2% | +12.9% | 0.000% | |
| 5/9/2019 | GWM Advisors LLC | 84,827 | $0.69M | 0.5% | +668.6% | 0.000% | |
| 5/7/2019 | Mid Atlantic Financial Management Inc. ADV | 58,020 | $0.29M | 0.0% | -26.9% | 0.000% | |
| 4/30/2019 | Steward Partners Investment Advisory LLC | 144,225 | $0.72M | 0.0% | +3.3% | 0.000% | |
| 4/26/2019 | Bank of Montreal Can | 70,929 | $0.35M | 0.0% | +61.0% | 0.000% | |
| 4/24/2019 | Oppenheimer & Co. Inc. | 130,916 | $0.65M | 0.0% | -12.3% | 0.000% | |
| 4/18/2019 | E&G Advisors LP | 60,500 | $0.30M | 0.1% | -5.5% | 0.000% | |
| 4/15/2019 | Flagship Harbor Advisors LLC | 87,827 | $0.44M | 0.1% | -2.6% | 0.000% | |
| 4/15/2019 | Strategic Advisors LLC | 54,000 | $0.27M | 0.1% | +350.0% | 0.000% | |
| 4/4/2019 | Selective Wealth Management Inc. | 11,911 | $59K | 0.1% | N/A | 0.000% | |
| 2/14/2019 | Bank of America Corp DE | 266,485 | $1.11M | 0.0% | -27.8% | 0.000% | |
| 2/14/2019 | Two Sigma Securities LLC | 23,882 | $99K | 0.0% | -39.2% | 0.000% | |
| 2/14/2019 | Cohen & Steers Inc. | 1,072,450 | $4.45M | 0.0% | +0.3% | 0.000% | |
| 2/13/2019 | RMB Capital Management LLC | 103,868 | $0.43M | 0.0% | N/A | 0.000% | |
| 2/13/2019 | Stifel Financial Corp | 10,243 | $42K | 0.0% | -35.7% | 0.000% | |
| 2/12/2019 | Arlington Capital Management Inc. | 71,823 | $0.30M | 0.2% | N/A | 0.000% | |
| 2/11/2019 | Bank of Nova Scotia | 35,791 | $0.15M | 0.0% | N/A | 0.000% | |
| 2/11/2019 | Raymond James & Associates | 156,820 | $0.65M | 0.0% | +147.4% | 0.000% | |
| 2/7/2019 | LPL Financial LLC | 32,426 | $0.14M | 0.0% | -24.8% | 0.000% | |
| 1/31/2019 | Doliver Capital Advisors LP | 125,637 | $0.52M | 0.3% | +528.3% | 0.000% | |
| 1/31/2019 | Advisors Asset Management Inc. | 1,378,618 | $5.72M | 0.1% | -17.9% | 0.000% | |
| 1/29/2019 | Oppenheimer & Co. Inc. | 149,351 | $0.62M | 0.0% | +31.9% | 0.000% | |
| 1/28/2019 | Flagship Harbor Advisors LLC | 90,165 | $0.37M | 0.1% | -4.6% | 0.000% | |
| 1/24/2019 | Strategic Advisors LLC | 12,000 | $50K | 0.0% | -45.5% | 0.000% | |
| 1/22/2019 | Bank of Montreal Can | 44,054 | $0.18M | 0.0% | N/A | 0.000% | |
| 1/16/2019 | Virtu Financial LLC | 29,377 | $0.12M | 0.0% | +85.1% | 0.000% | |
| 1/15/2019 | Steward Partners Investment Advisory LLC | 139,611 | $0.58M | 0.0% | -17.0% | 0.000% | |
| 1/1/2019 | Cohen & Steers Inc. | 1,069,450 | $5.28M | 0.0% | +3.7% | 0.000% | |
| 11/16/2018 | Neuberger Berman Group LLC | 40,649 | $0.20M | 0.0% | -21.7% | 0.000% | |
| 11/15/2018 | Advisors Asset Management Inc. | 1,678,419 | $8.29M | 0.1% | -20.9% | 0.000% | |
| 11/13/2018 | First Republic Investment Management Inc. | 32,900 | $0.16M | 0.0% | N/A | 0.000% | |
| 11/2/2018 | Wells Fargo & Company MN | 404,626 | $2M | 0.0% | -16.4% | 0.853% | |
| 8/22/2018 | Advisors Asset Management Inc. | 2,121,301 | $10.90M | 0.2% | -5.3% | 4.473% | |
| 8/15/2018 | Advisors Asset Management Inc. | 2,121,301 | $10.90M | 0.2% | -5.3% | 4.473% | |
| 8/14/2018 | Flagship Harbor Advisors LLC | 98,765 | $0.51M | 0.1% | -10.0% | 0.208% | |
| 8/14/2018 | Bank of America Corp DE | 405,441 | $2.08M | 0.0% | -7.8% | 0.855% | |
| 8/14/2018 | Raymond James & Associates | 69,195 | $0.36M | 0.0% | +24.6% | 0.146% | |
| 8/10/2018 | Cambridge Investment Research Advisors Inc. | 41,572 | $0.21M | 0.0% | -28.3% | 0.088% | |
| 8/10/2018 | Oppenheimer & Co. Inc. | 122,305 | $0.63M | 0.0% | -13.6% | 0.258% | |
| 7/30/2018 | Strategic Advisors LLC | 22,000 | $0.11M | 0.0% | N/A | 0.046% | |
| 7/20/2018 | Cornerstone Wealth Management LLC | 10,200 | $2M | 0.0% | N/A | 0.022% | |
| 5/15/2018 | Ladenburg Thalmann Financial Services Inc. | 94,103 | $0.45M | 0.0% | +18.8% | 0.198% | |
| 5/15/2018 | UBS Group AG | 189,822 | $0.91M | 0.0% | +10.8% | 0.400% | |
| 5/8/2018 | Doliver Capital Advisors LP | 62,971 | $0.30M | 0.1% | +197.8% | 0.133% | |
| 5/2/2018 | Oppenheimer & Co. Inc. | 141,527 | $0.68M | 0.0% | +166.5% | 0.298% | |
| 5/2/2018 | Wells Fargo & Company MN | 573,690 | $2.74M | 0.0% | -29.5% | 1.210% | |
| 2/15/2018 | LPL Financial LLC | 44,149 | $0.24M | 0.0% | +50.2% | 0.093% | |
| 2/14/2018 | Raymond James & Associates | 143,264 | $0.79M | 0.0% | -17.4% | 0.302% | |
| 2/12/2018 | Doliver Capital Advisors LP | 21,144 | $0.12M | 0.0% | N/A | 0.045% | |
| 2/8/2018 | Wells Fargo & Company MN | 813,324 | $4.50M | 0.0% | -5.4% | 1.715% | |
| 1/25/2018 | Eqis Capital Management Inc. | 23,302 | $0.13M | 0.0% | +87.3% | 0.049% | |
| 1/22/2018 | Steward Partners Investment Advisory LLC | 164,789 | $0.91M | 0.1% | +12.0% | 0.348% | |
| 1/16/2018 | Strategic Advisors LLC | 50,959 | $0.28M | 0.1% | -20.2% | 0.107% | |
| 11/22/2017 | Steward Partners Investment Advisory LLC | 147,108 | $0.83M | 0.1% | N/A | 0.310% | |
| 11/15/2017 | Ladenburg Thalmann Financial Services Inc. | 82,339 | $0.46M | 0.0% | +173.6% | 0.174% | |
| 11/14/2017 | Cohen & Steers Inc. | 500,397 | $2.81M | 0.0% | +102.5% | 1.055% | |
| 11/9/2017 | Wells Fargo & Company MN | 859,977 | $4.82M | 0.0% | +19.0% | 1.814% | |
| 11/9/2017 | Oppenheimer & Co. Inc. | 57,356 | $0.32M | 0.0% | -25.9% | 0.121% | |
| 11/8/2017 | AE Wealth Management LLC | 73,894 | $0.42M | 0.0% | +18.6% | 0.156% | |
| 11/7/2017 | Advisors Asset Management Inc. | 2,385,055 | $13.38M | 0.2% | +47.0% | 5.030% | |
| 10/28/2017 | E&G Advisors LP | 64,000 | $0.36M | 0.2% | N/A | 0.000% | |
| 10/23/2017 | Oxbow Advisors LLC | 126,122 | $0.71M | 0.1% | N/A | 0.000% | |
| 8/16/2017 | North Star Asset Management Inc. | 73,009 | $0.39M | 0.0% | -2.1% | 0.000% | |
| 8/15/2017 | Bank of Nova Scotia | 195,670 | $1.06M | 0.0% | N/A | 0.000% | |
| 8/15/2017 | Raymond James Financial Services Advisors Inc. | 31,125 | $0.17M | 0.0% | +1.7% | 0.000% | |
| 8/14/2017 | Punch & Associates Investment Management Inc. | 1,027,222 | $5.55M | 0.5% | +6.1% | 0.000% | |
| 8/14/2017 | Royal Bank of Canada | 85,672 | $0.46M | 0.0% | -4.5% | 0.000% | |
| 8/14/2017 | Doliver Capital Advisors LP | 49,867 | $0.27M | 0.1% | +194.1% | 0.000% | |
| 8/11/2017 | Advisor Group Inc. | 49,592 | $0.27M | 0.0% | +8.1% | 0.000% | |
| 8/11/2017 | Laurion Capital Management LP | 402,360 | $2.17M | 0.0% | -6.1% | 0.000% | |
| 8/10/2017 | Ameriprise Financial Inc. | 24,551 | $0.13M | 0.0% | +130.8% | 0.000% | |
| 8/10/2017 | Strategic Advisors LLC | 66,460 | $0.36M | 0.2% | -20.0% | 0.000% | |
| 8/10/2017 | Raymond James Trust N.A. | 18,813 | $0.10M | 0.0% | No Change | 0.000% | |
| 8/10/2017 | Wells Fargo & Company MN | 722,441 | $3.90M | 0.0% | -21.0% | 0.000% | |
| 8/9/2017 | Flagship Harbor Advisors LLC | 117,365 | $0.63M | 0.2% | -2.9% | 0.000% | |
| 8/9/2017 | Oppenheimer & Co. Inc. | 77,416 | $0.42M | 0.0% | +11.3% | 0.000% | |
| 8/8/2017 | Cambridge Investment Research Advisors Inc. | 74,678 | $0.40M | 0.0% | +9.6% | 0.000% | |
