| 5/14/2024 | Advisors Asset Management Inc. | 143,822 | $1.59M | 0.0% | -3.0% | 0.372% | |
| 5/14/2024 | Robinson Capital Management LLC | 146,964 | $1.61M | 0.6% | -52.0% | 0.380% | |
| 5/7/2024 | Keudell Morrison Wealth Management | 46,159 | $511K | 0.2% | -13.9% | 0.119% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 15,105 | $167K | 0.0% | -13.7% | 0.039% | |
| 4/30/2024 | Van ECK Associates Corp | 173,465 | $1.92M | 0.0% | -36.3% | 0.449% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 221,000 | $2.45M | 0.0% | +42.0% | 0.572% | |
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| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 162,095 | $1.80M | 0.0% | +39.5% | 0.419% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 19,045 | $211K | 0.0% | +11.1% | 0.049% | |
| 3/27/2024 | Nomura Holdings Inc. | 10,838 | $115K | 0.0% | N/A | 0.028% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 102,051 | $1.08M | 0.0% | -11.5% | 0.264% | |
| 3/1/2024 | Pineridge Advisors LLC | 2,714 | $29K | 0.0% | N/A | 0.007% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 87,149 | $923K | 0.0% | +1.3% | 0.225% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 15,244 | $161K | 0.0% | +36.0% | 0.039% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 102,051 | $1.08M | 0.0% | -11.5% | 0.264% | |
| 2/8/2024 | Robinson Capital Management LLC | 306,212 | $3.28M | 1.2% | +23.0% | 0.792% | |
| 2/6/2024 | Fortitude Advisory Group L.L.C. | 14,462 | $153K | 0.1% | +18.2% | 0.037% | |
| 2/5/2024 | Van ECK Associates Corp | 272,517 | $2.89M | 0.0% | +9.5% | 0.705% | |
| 2/2/2024 | Investment Partners LTD. | 14,782 | $157K | 0.1% | -6.3% | 0.038% | |
| 2/2/2024 | Truist Financial Corp | 11,721 | $124K | 0.0% | -8.6% | 0.030% | |
| 1/22/2024 | Regatta Capital Group LLC | 199,109 | $2.11M | 0.6% | -1.8% | 0.515% | |
| 1/16/2024 | Kingswood Wealth Advisors LLC | 17,145 | $182K | 0.0% | N/A | 0.044% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 116,209 | $1.23M | 0.0% | -35.1% | 0.301% | |
| 1/16/2024 | Raymond James & Associates | 65,701 | $696K | 0.0% | -9.6% | 0.170% | |
| 1/12/2024 | Advisor Resource Council | 24,650 | $261K | 0.0% | N/A | 0.064% | |
| 1/8/2024 | Gill Capital Partners LLC | 37,917 | $402K | 0.2% | -34.2% | 0.098% | |
| 11/14/2023 | AQR Arbitrage LLC | 54,074 | $487K | 0.0% | N/A | 0.140% | |
| 11/14/2023 | Robinson Capital Management LLC | 248,861 | $2.22M | 1.0% | -40.7% | 0.644% | |
| 11/13/2023 | Mariner LLC | 431,045 | $3.88M | 0.0% | +36.5% | 1.115% | |
| 11/13/2023 | Wolverine Asset Management LLC | 5,826 | $52K | 0.0% | N/A | 0.015% | |
| 11/13/2023 | PNC Financial Services Group Inc. | 115,282 | $1.04M | 0.0% | +5.4% | 0.298% | |
| 11/9/2023 | UBS Group AG | 254,664 | $2.29M | 0.0% | -0.6% | 0.659% | |
| 11/8/2023 | Van ECK Associates Corp | 248,813 | $2.24M | 0.0% | +20.2% | 0.644% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 13,354 | $120K | 0.0% | -24.0% | 0.035% | |
| 11/8/2023 | Keybank National Association OH | 654,273 | $5.89M | 0.0% | +3.1% | 1.692% | |
| 10/31/2023 | Investment Partners LTD. | 15,782 | $142K | 0.1% | N/A | 0.041% | |
| 10/27/2023 | Oarsman Capital Inc. | 22,430 | $202K | 0.1% | -23.0% | 0.058% | |
| 10/25/2023 | Arlington Capital Management Inc. | 24,272 | $218K | 0.2% | N/A | 0.063% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 178,968 | $1.61M | 0.0% | -1.1% | 0.463% | |
| 10/24/2023 | Raymond James & Associates | 72,648 | $654K | 0.0% | -6.0% | 0.188% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,281 | $129K | 0.0% | -12.9% | 0.037% | |
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| 10/23/2023 | Commonwealth Equity Services LLC | 149,177 | $1.34M | 0.0% | +5.3% | 0.386% | |
| 10/18/2023 | Tanglewood Legacy Advisors LLC | 5,280 | $48K | 0.0% | -43.1% | 0.014% | |
| 10/18/2023 | Keudell Morrison Wealth Management | 61,551 | $554K | 0.2% | -5.4% | 0.159% | |
| 10/11/2023 | CWM LLC | 4,131 | $37K | 0.0% | -39.4% | 0.011% | |
| 10/11/2023 | Adviser Investments LLC | 10,700 | $96K | 0.0% | -15.7% | 0.028% | |
| 9/12/2023 | Farther Finance Advisors LLC | 6,950 | $71K | 0.0% | N/A | 0.018% | |
| 8/15/2023 | Rivernorth Capital Management LLC | 658,204 | $6.75M | 0.3% | +120.8% | 1.703% | |
| 8/11/2023 | Guggenheim Capital LLC | 863,562 | $8.79M | 0.1% | +13.3% | 2.234% | |
| 8/11/2023 | PNC Financial Services Group Inc. | 109,358 | $1.11M | 0.0% | +1.5% | 0.283% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 141,687 | $1.44M | 0.0% | +3.1% | 0.366% | |
| 8/10/2023 | Oarsman Capital Inc. | 29,130 | $297K | 0.1% | -15.6% | 0.075% | |
| 8/10/2023 | Cetera Investment Advisers | 10,195 | $104K | 0.0% | N/A | 0.026% | |
| 8/9/2023 | Robinson Capital Management LLC | 419,726 | $4.31M | 1.9% | +14.6% | 1.086% | |
| 8/8/2023 | Prospera Financial Services Inc | 26,791 | $273K | 0.0% | +33.5% | 0.069% | |
| 8/4/2023 | Adviser Investments LLC | 12,700 | $129K | 0.0% | N/A | 0.033% | |
| 8/3/2023 | CWM LLC | 6,821 | $69K | 0.0% | +44.8% | 0.018% | |
| 8/3/2023 | Van ECK Associates Corp | 207,060 | $2.11M | 0.0% | +2.9% | 0.536% | |
| 8/2/2023 | Bank of Montreal Can | 18,845 | $213K | 0.0% | N/A | 0.049% | |
| 8/1/2023 | Keybank National Association OH | 634,701 | $6.46M | 0.0% | -2.7% | 1.642% | |
| 7/31/2023 | LPL Financial LLC | 51,714 | $526K | 0.0% | +32.5% | 0.134% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 17,572 | $179K | 0.0% | -34.4% | 0.045% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 181,045 | $1.84M | 0.0% | -6.2% | 0.468% | |
| 7/25/2023 | Raymond James & Associates | 77,318 | $787K | 0.0% | -25.9% | 0.200% | |
| 7/20/2023 | Keudell Morrison Wealth Management | 65,075 | $662K | 0.2% | -7.9% | 0.168% | |
| 7/18/2023 | Melfa Wealth Management LLC | 84,967 | $865K | 0.9% | +3.4% | 0.220% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,405 | $167K | 0.0% | +9.6% | 0.042% | |
| 7/10/2023 | AE Wealth Management LLC | 12,306 | $125K | 0.0% | -31.1% | 0.032% | |
| 5/11/2023 | Guggenheim Capital LLC | 762,456 | $8.03M | 0.1% | +12.9% | 1.994% | |
| 5/10/2023 | Robinson Capital Management LLC | 366,327 | $3.75M | 1.8% | -4.7% | 0.958% | |
| 5/10/2023 | Keybank National Association OH | 651,980 | $6.87M | 0.0% | -1.1% | 1.705% | |
| 5/8/2023 | WealthPlan Investment Management LLC | 4,406 | $46K | 0.0% | N/A | 0.012% | |
| 5/5/2023 | Truist Financial Corp | 11,830 | $125K | 0.0% | -34.2% | 0.031% | |
| 5/3/2023 | Van ECK Associates Corp | 201,228 | $2.12M | 0.0% | -2.2% | 0.526% | |
| 5/1/2023 | CWM LLC | 4,712 | $50K | 0.0% | +296.3% | 0.012% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 3,935 | $41K | 0.0% | N/A | 0.010% | |
| 4/26/2023 | Gill Capital Partners LLC | 58,409 | $615K | 0.3% | +10.3% | 0.153% | |
| 4/20/2023 | Melfa Wealth Management LLC | 82,203 | $866K | 0.9% | +7.6% | 0.215% | |
| 4/18/2023 | Keudell Morrison Wealth Management | 70,658 | $744K | 0.2% | -4.1% | 0.185% | |
| 4/18/2023 | Tanglewood Legacy Advisors LLC | 9,280 | $98K | 0.1% | +312.4% | 0.024% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 192,931 | $2.03M | 0.0% | +17.1% | 0.505% | |
| 4/14/2023 | Raymond James & Associates | 104,273 | $1.10M | 0.0% | -1.4% | 0.273% | |
| 3/6/2023 | Rockefeller Capital Management L.P. | 105,258 | $1.14M | 0.0% | -9.6% | 0.275% | |
| 2/13/2023 | Pathstone Family Office LLC | 4,288 | $10.49M | 0.2% | N/A | 0.011% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 299,637 | $3.24M | 0.0% | +33.1% | 0.784% | |
| 2/10/2023 | PNC Financial Services Group Inc. | 103,681 | $1.12M | 0.0% | +42.4% | 0.271% | |
| 2/9/2023 | Oarsman Capital Inc. | 34,430 | $373K | 0.2% | -42.1% | 0.090% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 164,710 | $1.78M | 0.0% | +36.9% | 0.431% | |
| 2/8/2023 | Raymond James & Associates | 105,750 | $1.14M | 0.0% | -21.2% | 0.277% | |
| 2/8/2023 | UBS Group AG | 301,340 | $3.26M | 0.0% | +55.1% | 0.788% | |
| 2/8/2023 | Van ECK Associates Corp | 205,828 | $2.23M | 0.0% | +68.6% | 0.538% | |
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| 2/7/2023 | Nations Financial Group Inc. IA ADV | 20,000 | $216K | 0.0% | N/A | 0.052% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 133,505 | $1.44M | 0.0% | +136.2% | 0.349% | |
| 2/7/2023 | Regatta Capital Group LLC | 199,109 | $2.15M | 0.8% | N/A | 0.521% | |
| 2/7/2023 | LPL Financial LLC | 42,252 | $457K | 0.0% | +33.6% | 0.111% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 115,852 | $1.25M | 0.0% | N/A | 0.303% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 26,505 | $287K | 0.0% | -61.6% | 0.069% | |
| 1/31/2023 | Keybank National Association OH | 659,508 | $7.14M | 0.0% | -20.2% | 1.725% | |
| 1/31/2023 | AE Wealth Management LLC | 18,747 | $203K | 0.0% | +14.0% | 0.049% | |
| 1/31/2023 | Melfa Wealth Management LLC | 76,386 | $827K | 0.9% | N/A | 0.200% | |
| 1/24/2023 | Park Avenue Securities LLC | 109,148 | $1.18M | 0.0% | N/A | 0.286% | |
