| 8/19/2025 | B. Riley Wealth Advisors Inc. | 15,198 | $153K | 0.0% | N/A | 0.053% | |
| 8/15/2025 | Bank of America Corp DE | 433,984 | $4.36M | 0.0% | +6.1% | 1.516% | |
| 8/15/2025 | Ameriprise Financial Inc. | 359,324 | $3.61M | 0.0% | +5.5% | 1.255% | |
| 8/14/2025 | Raymond James Financial Inc. | 355,984 | $3.58M | 0.0% | +1.2% | 1.243% | |
| 8/14/2025 | Vivaldi Capital Management LP | 10,350 | $104K | 0.0% | -35.9% | 0.036% | |
| 8/13/2025 | Walleye Capital LLC | 39,871 | $401K | 0.0% | -44.9% | 0.139% | |
| 8/13/2025 | Guggenheim Capital LLC | 270,825 | $2.72M | 0.0% | +14.3% | 0.946% | |
| 8/13/2025 | Level Four Advisory Services LLC | 13,615 | $137K | 0.0% | +8.9% | 0.048% | |
| 8/13/2025 | Choreo LLC | 53,875 | $541K | 0.0% | +3.3% | 0.188% | |
| 8/12/2025 | Advisors Asset Management Inc. | 647,201 | $6.50M | 0.1% | +0.4% | 2.261% | |
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| 8/12/2025 | Insigneo Advisory Services LLC | 58,813 | $591K | 0.1% | +7.2% | 0.205% | |
| 8/8/2025 | Cetera Investment Advisers | 69,373 | $697K | 0.0% | +5.5% | 0.242% | |
| 8/6/2025 | Penserra Capital Management LLC | 517,743 | $5.20M | 0.1% | +3.0% | 1.808% | |
| 8/6/2025 | Wedbush Securities Inc. | 22,725 | $228K | 0.0% | +4.6% | 0.079% | |
| 8/5/2025 | Rareview Capital LLC | 335,937 | $3.38M | 2.1% | -5.7% | 1.173% | |
| 8/5/2025 | Shaker Financial Services LLC | 162,921 | $1.66M | 0.6% | -16.8% | 0.569% | |
| 8/5/2025 | Gould Asset Management LLC CA | 46,035 | $463K | 0.1% | +7.8% | 0.161% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 47,194 | $474K | 0.0% | +2.2% | 0.165% | |
| 7/30/2025 | D.A. Davidson & CO. | 114,513 | $1.15M | 0.0% | +16.9% | 0.400% | |
| 7/29/2025 | Stephens Inc. AR | 32,766 | $329K | 0.0% | +5.6% | 0.114% | |
| 7/28/2025 | Mutual Advisors LLC | 74,881 | $757K | 0.0% | +5.0% | 0.262% | |
| 7/25/2025 | Apollon Wealth Management LLC | 26,542 | $267K | 0.0% | +4.0% | 0.093% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 66,988 | $673K | 0.5% | +7.6% | 0.234% | |
| 7/23/2025 | Matisse Capital | 45,659 | $459K | 0.2% | +96.6% | 0.159% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 63,292 | $636K | 0.0% | +5.8% | 0.221% | |
| 7/17/2025 | Camelot Portfolios LLC | 52,674 | $529K | 0.3% | -5.7% | 0.184% | |
| 7/17/2025 | Uncommon Cents Investing LLC | 80,790 | $812K | 0.2% | +128.9% | 0.282% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 32,691 | $323K | 0.0% | +551.6% | 0.114% | |
| 5/16/2025 | NewEdge Advisors LLC | 92,651 | $916K | 0.0% | +1.6% | 0.324% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 109,777 | $1.09M | 0.0% | +1.7% | 0.383% | |
| 5/16/2025 | Advisors Asset Management Inc. | 644,690 | $6.38M | 0.1% | +28.2% | 2.252% | |
| 5/15/2025 | Royal Bank of Canada | 156,378 | $1.55M | 0.0% | -8.3% | 0.546% | |
| 5/15/2025 | WPG Advisers LLC | 6,956 | $69K | 0.1% | N/A | 0.024% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 72,628 | $718K | 0.1% | +301.5% | 0.254% | |
| 5/14/2025 | Walleye Capital LLC | 72,350 | $716K | 0.0% | +96.6% | 0.253% | |
| 5/13/2025 | Raymond James Financial Inc. | 351,711 | $3.48M | 0.0% | +8.4% | 1.228% | |
| 5/13/2025 | HighTower Advisors LLC | 58,069 | $574K | 0.0% | -20.2% | 0.203% | |
| 5/9/2025 | Shaker Financial Services LLC | 195,763 | $1.95M | 0.8% | +16.6% | 0.684% | |
| 5/7/2025 | LPL Financial LLC | 794,299 | $7.86M | 0.0% | +0.4% | 2.774% | |
| 5/7/2025 | Rareview Capital LLC | 356,399 | $3.53M | 2.2% | -0.5% | 1.245% | |
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| 5/6/2025 | Cetera Investment Advisers | 65,778 | $651K | 0.0% | -1.7% | 0.230% | |
| 5/6/2025 | Readystate Asset Management LP | 52,971 | $524K | 0.0% | +193.4% | 0.185% | |
| 5/6/2025 | Choreo LLC | 52,172 | $516K | 0.0% | +13.1% | 0.182% | |
| 5/2/2025 | Accredited Investor Services LLC | 37,065 | $367K | 0.3% | N/A | 0.129% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 59,281 | $586K | 0.1% | +8.3% | 0.207% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 46,176 | $457K | 0.0% | +12.2% | 0.161% | |
| 4/29/2025 | Penserra Capital Management LLC | 502,460 | $4.97M | 0.1% | -1.3% | 1.755% | |
| 4/28/2025 | D.A. Davidson & CO. | 97,926 | $968K | 0.0% | +28.8% | 0.342% | |
| 4/28/2025 | Mutual Advisors LLC | 71,313 | $667K | 0.0% | +7.4% | 0.249% | |
| 4/25/2025 | Waterfront Wealth Inc. | 11,598 | $115K | 0.0% | +15.1% | 0.041% | |
| 4/23/2025 | Uncommon Cents Investing LLC | 35,290 | $349K | 0.1% | +23.8% | 0.123% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 109,515 | $1.08M | 0.0% | +7.9% | 0.383% | |
| 4/22/2025 | Advisor Resource Council | 16,268 | $161K | 0.0% | N/A | 0.057% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 54,856 | $543K | 0.1% | +14.6% | 0.192% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 59,802 | $591K | 0.0% | -3.3% | 0.209% | |
| 4/15/2025 | Integrated Advisors Network LLC | 24,500 | $242K | 0.0% | N/A | 0.086% | |
| 4/9/2025 | Merit Financial Group LLC | 25,756 | $255K | 0.0% | N/A | 0.090% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 62,738 | $604K | 0.5% | N/A | 0.219% | |
| 2/27/2025 | Jefferies Financial Group Inc. | 20,000 | $192K | 0.0% | N/A | 0.070% | |
| 2/21/2025 | Putney Financial Group LLC | 4,761 | $46K | 0.0% | N/A | 0.017% | |
| 2/17/2025 | Vivaldi Capital Management LP | 16,306 | $161K | 0.0% | N/A | 0.057% | |
| 2/17/2025 | Pathstone Holdings LLC | 2,431,764 | $23.42M | 0.1% | +15.6% | 8.494% | |
| 2/17/2025 | Jefferies Financial Group Inc. | 20,000 | $192K | 0.0% | N/A | 0.070% | |
| 2/17/2025 | Cetera Investment Advisers | 66,946 | $644K | 0.0% | -73.0% | 0.234% | |
| 2/17/2025 | Cercano Management LLC | 1,181,316 | $11.36M | 0.3% | N/A | 4.126% | |
| 2/17/2025 | Bank of America Corp DE | 314,434 | $3.03M | 0.0% | -10.3% | 1.098% | |
| 2/17/2025 | Ameriprise Financial Inc. | 329,166 | $3.17M | 0.0% | +3.5% | 1.150% | |
| 2/14/2025 | Comerica Bank | 23,035 | $222K | 0.0% | +8.6% | 0.080% | |
| 2/14/2025 | Two Sigma Securities LLC | 29,775 | $286K | 0.0% | N/A | 0.104% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 107,988 | $1.04M | 0.0% | +1.2% | 0.377% | |
| 2/14/2025 | Stifel Financial Corp | 54,103 | $520K | 0.0% | -9.2% | 0.189% | |
| 2/14/2025 | Shaker Financial Services LLC | 167,885 | $1.62M | 0.6% | +38.1% | 0.586% | |
| 2/13/2025 | Insigneo Advisory Services LLC | 47,862 | $460K | 0.0% | +15.6% | 0.167% | |
| 2/13/2025 | Guggenheim Capital LLC | 218,298 | $2.10M | 0.0% | +7.0% | 0.762% | |
| 2/13/2025 | Walleye Capital LLC | 36,803 | $354K | 0.0% | N/A | 0.129% | |
| 2/13/2025 | Raymond James Financial Inc. | 324,481 | $3.12M | 0.0% | N/A | 1.133% | |
| 2/13/2025 | Advisory Services Network LLC | 178,604 | $1.72M | 0.0% | +13.3% | 0.624% | |
| 2/13/2025 | Invesco Ltd. | 1,074,495 | $10.34M | 0.0% | +12.3% | 3.753% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 41,150 | $396K | 0.0% | +10.8% | 0.144% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,461,685 | $14.06M | 0.0% | +85.6% | 5.105% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 18,087 | $174K | 0.0% | -12.7% | 0.063% | |
| 2/12/2025 | Maridea Wealth Management LLC | 49,854 | $480K | 0.2% | N/A | 0.174% | |
| 2/12/2025 | Level Four Advisory Services LLC | 10,390 | $100K | 0.0% | -19.3% | 0.036% | |
| 2/11/2025 | LPL Financial LLC | 791,328 | $7.61M | 0.0% | +34.7% | 2.764% | |
| 2/11/2025 | Samalin Investment Counsel LLC | 42,246 | $406K | 0.2% | +2.7% | 0.148% | |
| 2/10/2025 | Advisors Asset Management Inc. | 502,914 | $4.84M | 0.1% | +24.6% | 1.757% | |
| 2/10/2025 | Rareview Capital LLC | 358,016 | $3.65M | 2.7% | +4.3% | 1.250% | |
| 2/7/2025 | HighTower Advisors LLC | 72,792 | $700K | 0.0% | +364.3% | 0.254% | |
| 2/6/2025 | Raymond James Financial Inc. | 324,481 | $3.12M | 0.0% | N/A | 1.133% | |
| 2/5/2025 | Anfield Capital Management LLC | 5,799 | $56K | 0.0% | N/A | 0.020% | |
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| 2/3/2025 | Camelot Portfolios LLC | 40,985 | $394K | 0.4% | -21.0% | 0.143% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 22,054 | $212K | 0.0% | -9.5% | 0.077% | |
| 2/3/2025 | Laidlaw Wealth Management LLC | 67,550 | $650K | 0.3% | +9.2% | 0.236% | |
| 1/31/2025 | Klingman & Associates LLC | 10,581 | $102K | 0.0% | -15.9% | 0.037% | |
| 1/31/2025 | D.A. Davidson & CO. | 76,013 | $731K | 0.0% | +3.9% | 0.266% | |
| 1/31/2025 | Sanctuary Advisors LLC | 20,355 | $200K | 0.0% | -46.5% | 0.071% | |
| 1/30/2025 | Allworth Financial LP | 3,834 | $38K | 0.0% | N/A | 0.013% | |
| 1/29/2025 | Allspring Global Investments Holdings LLC | 1,119,355 | $10.77M | 0.0% | -2.4% | 3.910% | |
| 1/28/2025 | Stephens Inc. AR | 30,216 | $291K | 0.0% | -32.1% | 0.106% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 54,745 | $527K | 0.1% | +4.0% | 0.191% | |
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