| 5/16/2024 | B. Riley Wealth Advisors Inc. | 22,910 | $162K | 0.0% | +105.4% | 0.036% | |
| 5/14/2024 | Advisors Asset Management Inc. | 539,446 | $3.81M | 0.1% | -6.9% | 0.838% | |
| 5/14/2024 | Robinson Capital Management LLC | 1,028,528 | $7.00M | 2.5% | +17.5% | 1.597% | |
| 5/14/2024 | Karpus Management Inc. | 10,208,746 | $72.07M | 2.1% | +10.3% | 15.852% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 24,624 | $174K | 0.0% | -5.5% | 0.038% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 27,240 | $192K | 0.0% | -66.2% | 0.042% | |
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| 4/30/2024 | Van ECK Associates Corp | 501,357 | $3.54M | 0.0% | +5.1% | 0.779% | |
| 4/24/2024 | Dakota Wealth Management | 236,271 | $1.67M | 0.0% | +6.7% | 0.367% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 28,700 | $203K | 0.1% | N/A | 0.045% | |
| 4/18/2024 | Aviance Capital Partners LLC | 10,495 | $74K | 0.0% | N/A | 0.016% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 56,703 | $400K | 0.0% | -72.8% | 0.088% | |
| 4/16/2024 | Seed Wealth Management Inc. | 20,800 | $145K | 0.1% | -16.1% | 0.032% | |
| 3/27/2024 | Nomura Holdings Inc. | 22,250 | $158K | 0.0% | N/A | 0.035% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 302,700 | $2.16M | 0.0% | +45.0% | 0.470% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 11,155 | $79K | 0.0% | -51.3% | 0.017% | |
| 3/1/2024 | Pineridge Advisors LLC | 5,708 | $41K | 0.0% | N/A | 0.009% | |
| 2/13/2024 | Karpus Management Inc. | 9,253,673 | $65.89M | 2.0% | +25.8% | 14.369% | |
| 2/13/2024 | Wellspring Financial Advisors LLC | 50,300 | $358K | 0.0% | +11.3% | 0.078% | |
| 2/13/2024 | 1607 Capital Partners LLC | 740,088 | $5.27M | 0.4% | -0.7% | 1.149% | |
| 2/12/2024 | Gridiron Partners LLC | 441,936 | $3.15M | 2.2% | N/A | 0.686% | |
| 2/12/2024 | Catalytic Wealth RIA LLC | 24,586 | $175K | 0.1% | N/A | 0.038% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 302,700 | $2.16M | 0.0% | +45.0% | 0.470% | |
| 2/8/2024 | Robinson Capital Management LLC | 875,307 | $6.22M | 2.2% | +4.9% | 1.359% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 80,513 | $573K | 0.0% | -6.4% | 0.125% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 50,000 | $356K | 0.0% | +42.9% | 0.078% | |
| 2/6/2024 | Merit Financial Group LLC | 30,515 | $217K | 0.0% | -7.2% | 0.047% | |
| 2/5/2024 | Van ECK Associates Corp | 476,969 | $3.40M | 0.0% | +12.3% | 0.741% | |
| 2/5/2024 | Stonebrook Private Inc. | 12,763 | $91K | 0.0% | N/A | 0.020% | |
| 2/5/2024 | Transcend Capital Advisors LLC | 11,800 | $84K | 0.0% | N/A | 0.018% | |
| 2/2/2024 | Mackay Shields LLC | 44,425 | $316K | 0.0% | N/A | 0.069% | |
| 1/29/2024 | Citizens National Bank Trust Department | 55,500 | $395K | 0.1% | -16.2% | 0.086% | |
| 1/26/2024 | Cerity Partners LLC | 13,856 | $99K | 0.0% | N/A | 0.022% | |
| 1/25/2024 | Allspring Global Investments Holdings LLC | 1,251,877 | $8.91M | 0.0% | +57.8% | 1.944% | |
| 1/25/2024 | International Assets Investment Management LLC | 38,610 | $2.75M | 0.0% | N/A | 0.060% | |
| 1/24/2024 | International Assets Investment Management LLC | 38,610 | $2.75M | 0.0% | N/A | 0.060% | |
| 1/24/2024 | Seed Wealth Management Inc. | 24,800 | $176K | 0.2% | N/A | 0.039% | |
| 1/22/2024 | Drive Wealth Management LLC | 34,450 | $245K | 0.1% | -5.5% | 0.053% | |
| 1/22/2024 | Regatta Capital Group LLC | 27,280 | $194K | 0.1% | -32.6% | 0.042% | |
| 1/22/2024 | Melfa Wealth Management LLC | 175,943 | $1.25M | 1.2% | +5.4% | 0.273% | |
| 1/18/2024 | Relyea Zuckerberg Hanson LLC | 19,958 | $142K | 0.0% | N/A | 0.031% | |
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| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 207,868 | $1.48M | 0.0% | +42.9% | 0.323% | |
| 1/16/2024 | Raymond James & Associates | 303,589 | $2.16M | 0.0% | -5.7% | 0.471% | |
| 1/5/2024 | Capital Investment Advisors LLC | 359,706 | $2.56M | 0.1% | -0.6% | 0.559% | |
| 11/15/2023 | Advisors Asset Management Inc. | 634,139 | $3.84M | 0.1% | -0.9% | 0.985% | |
| 11/14/2023 | AQR Arbitrage LLC | 449,035 | $2.72M | 0.1% | +59.6% | 0.697% | |
| 11/14/2023 | Saba Capital Management L.P. | 545,041 | $3.30M | 0.1% | +37.8% | 0.846% | |
| 11/14/2023 | Alpine Global Management LLC | 35,391 | $214K | 0.1% | N/A | 0.055% | |
| 11/14/2023 | Robinson Capital Management LLC | 834,338 | $5.13M | 2.3% | -13.7% | 1.296% | |
| 11/13/2023 | Ranch Capital Advisors Inc. | 11,886 | $72K | 0.1% | -22.2% | 0.018% | |
| 11/13/2023 | Bramshill Investments LLC | 2,705,337 | $16.39M | 1.9% | -0.8% | 4.201% | |
| 11/13/2023 | Wolverine Asset Management LLC | 28,019 | $170K | 0.0% | +34.6% | 0.044% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 208,700 | $1.27M | 0.0% | -3.6% | 0.324% | |
| 11/9/2023 | Fiera Capital Corp | 841,388 | $5.10M | 0.0% | +2.3% | 1.307% | |
| 11/9/2023 | Karpus Management Inc. | 7,353,043 | $44.56M | 1.5% | +8.3% | 11.418% | |
| 11/8/2023 | HighTower Advisors LLC | 55,008 | $328K | 0.0% | -15.6% | 0.085% | |
| 11/8/2023 | Van ECK Associates Corp | 424,824 | $2.57M | 0.0% | -11.4% | 0.660% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 86,042 | $521K | 0.0% | +158.3% | 0.134% | |
| 11/8/2023 | Landscape Capital Management L.L.C. | 26,507 | $161K | 0.0% | -32.5% | 0.041% | |
| 11/6/2023 | Sfmg LLC | 20,753 | $126K | 0.0% | N/A | 0.032% | |
| 11/1/2023 | Ironsides Asset Advisors LLC | 20,622 | $125K | 0.1% | +27.1% | 0.032% | |
| 10/30/2023 | Regatta Capital Group LLC | 40,468 | $245K | 0.1% | -16.3% | 0.063% | |
| 10/30/2023 | Summit Trail Advisors LLC | 13,914 | $85K | 0.0% | -17.2% | 0.022% | |
| 10/27/2023 | Hennion & Walsh Asset Management Inc. | 404,045 | $2.45M | 0.1% | -3.5% | 0.627% | |
| 10/26/2023 | Park Avenue Securities LLC | 131,483 | $797K | 0.0% | +4.9% | 0.204% | |
| 10/26/2023 | Advisor Partners II LLC | 470,315 | $2.85M | 0.1% | N/A | 0.730% | |
| 10/26/2023 | Chicago Partners Investment Group LLC | 107,589 | $639K | 0.0% | -9.8% | 0.167% | |
| 10/25/2023 | Citizens National Bank Trust Department | 66,200 | $401K | 0.1% | -22.1% | 0.103% | |
| 10/24/2023 | Simon Quick Advisors LLC | 18,479 | $112K | 0.0% | N/A | 0.029% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 145,501 | $882K | 0.0% | +1.8% | 0.226% | |
| 10/24/2023 | Raymond James & Associates | 321,894 | $1.95M | 0.0% | -3.7% | 0.500% | |
| 10/24/2023 | Dakota Wealth Management | 171,450 | $1.04M | 0.0% | +18.7% | 0.266% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 25,186 | $153K | 0.0% | -10.2% | 0.039% | |
| 10/16/2023 | Riverbridge Partners LLC | 48,010 | $291K | 0.0% | +7.8% | 0.075% | |
| 10/16/2023 | Capital Investment Advisors LLC | 361,967 | $2.19M | 0.1% | +4.4% | 0.562% | |
| 10/12/2023 | Moody National Bank Trust Division | 16,382 | $99K | 0.0% | +48.5% | 0.025% | |
| 10/11/2023 | Drive Wealth Management LLC | 36,450 | $222K | 0.1% | +15.9% | 0.057% | |
| 10/10/2023 | Indiana Trust & Investment Management CO | 145,719 | $883K | 0.4% | N/A | 0.226% | |
| 8/21/2023 | BOKF NA | 11,995 | $81K | 0.0% | N/A | 0.019% | |
| 8/15/2023 | Rivernorth Capital Management LLC | 2,313,757 | $15.57M | 0.8% | +71.1% | 3.593% | |
| 8/15/2023 | Ironsides Asset Advisors LLC | 16,222 | $109K | 0.0% | +27.8% | 0.025% | |
| 8/11/2023 | Karpus Management Inc. | 6,787,838 | $45.68M | 1.4% | +6.6% | 10.540% | |
| 8/11/2023 | Landscape Capital Management L.L.C. | 39,280 | $264K | 0.0% | +45.6% | 0.061% | |
| 8/11/2023 | Guggenheim Capital LLC | 689,062 | $4.64M | 0.0% | -24.9% | 1.070% | |
| 8/10/2023 | Cetera Investment Advisers | 10,672 | $72K | 0.0% | -15.7% | 0.017% | |
| 8/9/2023 | Fiera Capital Corp | 822,503 | $5.54M | 0.0% | +15.7% | 1.277% | |
| 8/9/2023 | Robinson Capital Management LLC | 966,887 | $6.54M | 2.9% | +7.4% | 1.501% | |
| 8/8/2023 | Chicago Partners Investment Group LLC | 119,343 | $804K | 0.0% | -21.3% | 0.185% | |
| 8/7/2023 | Wolverine Asset Management LLC | 20,815 | $140K | 0.0% | N/A | 0.032% | |
| 8/3/2023 | Van ECK Associates Corp | 479,353 | $3.23M | 0.0% | +4.5% | 0.744% | |
| 8/1/2023 | Merit Financial Group LLC | 32,660 | $220K | 0.0% | N/A | 0.051% | |
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| 7/31/2023 | Integrated Capital Management Inc. | 22,533 | $152K | 0.1% | +74.0% | 0.035% | |
| 7/31/2023 | Dakota Wealth Management | 144,400 | $972K | 0.0% | +3.6% | 0.224% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 33,314 | $224K | 0.0% | +5.4% | 0.052% | |
| 7/26/2023 | Riverbridge Partners LLC | 44,533 | $300K | 0.0% | N/A | 0.069% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 142,977 | $962K | 0.0% | -17.9% | 0.222% | |
| 7/25/2023 | Raymond James & Associates | 334,210 | $2.25M | 0.0% | +0.9% | 0.519% | |
| 7/25/2023 | Summit Trail Advisors LLC | 16,804 | $113K | 0.0% | N/A | 0.026% | |
| 7/24/2023 | Allspring Global Investments Holdings LLC | 793,313 | $5.34M | 0.0% | +9.0% | 1.232% | |
| 7/21/2023 | Ackerman Capital Advisors LLC | 49,677 | $334K | 0.1% | N/A | 0.077% | |
| 7/18/2023 | Allspring Global Investments Holdings LLC | 793,313 | $5.34M | 0.0% | +9.0% | 1.232% | |
