| 7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 111,032 | $1.01M | 1.1% | +21.9% | 0.892% | |
| 7/31/2025 | Whipplewood Advisors LLC | 146,796 | $1.33M | 0.7% | +111.8% | 1.179% | |
| 7/29/2025 | Stephens Inc. AR | 28,000 | $254K | 0.0% | -8.8% | 0.225% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 78,981 | $716K | 0.5% | +3.8% | 0.634% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 16,700 | $151K | 0.0% | +17.6% | 0.134% | |
| 7/24/2025 | Forefront Analytics LLC | 93,517 | $847K | 0.7% | N/A | 0.751% | |
| 7/24/2025 | IFP Advisors Inc | 15,898 | $144K | 0.0% | +65.6% | 0.128% | |
| 7/17/2025 | Avior Wealth Management LLC | 16,066 | $146K | 0.0% | -15.0% | 0.129% | |
| 5/20/2025 | Anchor Investment Management LLC | 37,869 | $353K | 0.0% | -11.7% | 0.304% | |
| 5/16/2025 | 1607 Capital Partners LLC | 1,029,818 | $9.60M | 0.8% | +0.8% | 8.274% | |
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| 5/15/2025 | Royal Bank of Canada | 85,021 | $792K | 0.0% | +9.1% | 0.683% | |
| 5/15/2025 | Baird Financial Group Inc. | 78,637 | $733K | 0.0% | -1.5% | 0.632% | |
| 5/15/2025 | Tortoise Investment Management LLC | 704,232 | $6.56M | 0.7% | -6.3% | 5.658% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 18,321 | $171K | 0.0% | -34.1% | 0.147% | |
| 5/5/2025 | IFP Advisors Inc | 9,601 | $89K | 0.0% | +38.1% | 0.077% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 38,524 | $359K | 0.1% | +10.3% | 0.310% | |
| 5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 91,082 | $849K | 1.0% | +26.0% | 0.732% | |
| 5/1/2025 | Croban | 89,165 | $831K | 0.8% | N/A | 0.716% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 14,200 | $132K | 0.0% | N/A | 0.114% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 150,486 | $1.40M | 0.1% | +699.3% | 0.000% | |
| 4/10/2025 | Whipplewood Advisors LLC | 69,299 | $646K | 0.2% | -53.1% | 0.000% | |
| 4/8/2025 | Cerro Pacific Wealth Advisors LLC | 11,400 | $99K | 0.0% | -11.7% | 0.000% | |
| 2/17/2025 | Nomura Holdings Inc. | 22,000 | $192K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Logan Stone Capital LLC | 70,119 | $611K | 0.2% | +16.2% | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 197,533 | $1.72M | 0.0% | +10.5% | 0.000% | |
| 2/17/2025 | Ameriprise Financial Inc. | 21,050 | $183K | 0.0% | +16.6% | 0.000% | |
| 2/17/2025 | Ancora Advisors LLC | 18,207 | $159K | 0.0% | +725.0% | 0.000% | |
| 2/14/2025 | South Plains Financial Inc. | 4,240 | $37K | 0.0% | N/A | 0.000% | |
| 2/14/2025 | Stifel Financial Corp | 73,228 | $638K | 0.0% | -4.5% | 0.000% | |
| 2/13/2025 | 1607 Capital Partners LLC | 1,021,532 | $8.90M | 0.7% | +29.0% | 0.000% | |
| 2/13/2025 | Guggenheim Capital LLC | 116,303 | $1.01M | 0.0% | -52.1% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 46,393 | $404K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 47,313 | $412K | 0.0% | -36.5% | 0.000% | |
| 2/12/2025 | Arlington Capital Management Inc. | 26,566 | $231K | 0.2% | +15.4% | 0.000% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 25,330 | $221K | 0.0% | -5.9% | 0.000% | |
| 2/7/2025 | Tortoise Investment Management LLC | 751,335 | $6.54M | 0.7% | +19.7% | 0.000% | |
| 2/7/2025 | Independent Advisor Alliance | 15,000 | $131K | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 46,393 | $404K | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Jones Financial Companies Lllp | 226,858 | $1.98M | 0.0% | -23.9% | 0.000% | |
| 2/5/2025 | Whipplewood Advisors LLC | 147,889 | $1.29M | 0.7% | N/A | 0.000% | |
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| 2/3/2025 | Wolverine Asset Management LLC | 140,583 | $1.22M | 0.0% | +49.3% | 0.000% | |
| 1/30/2025 | James Investment Research Inc. | 13,821 | $120K | 0.0% | -16.8% | 0.000% | |
| 1/30/2025 | Nations Financial Group Inc. IA ADV | 27,791 | $242K | 0.0% | -26.5% | 0.000% | |
| 1/24/2025 | DAVENPORT & Co LLC | 19,797 | $172K | 0.0% | -21.3% | 0.000% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 18,827 | $164K | 0.0% | -84.6% | 0.000% | |
| 1/13/2025 | Sightline Wealth Advisors LLC | 11,961 | $104K | 0.1% | -9.5% | 0.000% | |
| 11/15/2024 | Hilltop Holdings Inc. | 24,147 | $224K | 0.0% | +8.9% | 0.000% | |
| 11/9/2024 | Landscape Capital Management L.L.C. | 12,199 | $113K | 0.0% | -51.3% | 0.000% | |
| 11/4/2024 | Wolverine Asset Management LLC | 94,184 | $872K | 0.0% | -11.1% | 0.000% | |
| 10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 72,277 | $669K | 0.5% | N/A | 0.000% | |
| 10/28/2024 | Stephens Inc. AR | 29,700 | $275K | 0.0% | +15.6% | 0.000% | |
| 10/24/2024 | Ackerman Capital Advisors LLC | 10,917 | $101K | 0.0% | N/A | 0.000% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 121,947 | $1.13M | 0.1% | +4.2% | 0.000% | |
| 9/20/2024 | Anchor Investment Management LLC | 42,869 | $388K | 0.0% | -10.4% | 0.000% | |
| 8/21/2024 | Truist Financial Corp | 13,000 | $118K | 0.0% | +13.0% | 0.000% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 9,799 | $89K | 0.0% | -40.7% | 0.000% | |
| 8/2/2024 | Wolverine Asset Management LLC | 105,936 | $958K | 0.0% | +35.4% | 0.000% | |
| 8/2/2024 | Tortoise Investment Management LLC | 598,517 | $5.41M | 0.6% | +12.4% | 0.000% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 117,041 | $1.06M | 0.1% | -21.4% | 0.000% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 14,650 | $132K | 0.0% | -15.1% | 0.000% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 30,600 | $275K | 0.0% | +5.2% | 0.246% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 15,200 | $137K | 0.0% | -20.8% | 0.122% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 33,900 | $305K | 0.1% | +4.6% | 0.272% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 17,601 | $158K | 0.0% | -22.1% | 0.141% | |
| 4/24/2024 | Arlington Capital Management Inc. | 23,586 | $212K | 0.2% | +8.3% | 0.189% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 10,176 | $91K | 0.0% | N/A | 0.082% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 37,791 | $340K | 0.0% | -16.6% | 0.304% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 148,927 | $1.34M | 0.1% | -1.3% | 1.196% | |
| 2/29/2024 | Tortoise Investment Management LLC | 376,125 | $3.32M | 0.4% | +40.3% | 3.021% | |
| 2/13/2024 | 1607 Capital Partners LLC | 1,188,726 | $10.49M | 0.7% | +8.5% | 9.548% | |
| 2/8/2024 | Tortoise Investment Management LLC | 375,550 | $3.40M | 0.4% | +40.1% | 3.016% | |
| 2/7/2024 | Arlington Capital Management Inc. | 21,786 | $192K | 0.2% | N/A | 0.175% | |
| 2/1/2024 | Wolverine Asset Management LLC | 33,862 | $299K | 0.0% | +184.1% | 0.272% | |
| 2/1/2024 | Signaturefd LLC | 4,522 | $40K | 0.0% | N/A | 0.036% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 19,200 | $169K | 0.0% | -26.2% | 0.154% | |
| 1/23/2024 | DAVENPORT & Co LLC | 20,750 | $183K | 0.0% | -51.5% | 0.167% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,195 | $205K | 0.0% | -17.6% | 0.186% | |
| 1/16/2024 | Raymond James & Associates | 14,327 | $126K | 0.0% | -35.8% | 0.115% | |
| 1/11/2024 | Dynamic Advisor Solutions LLC | 17,250 | $155K | 0.0% | +12.8% | 0.139% | |
| 1/2/2024 | Anchor Investment Management LLC | 47,869 | $422K | 0.0% | N/A | 0.384% | |
| 11/15/2023 | 1607 Capital Partners LLC | 1,095,147 | $9.28M | 0.7% | +4.4% | 8.796% | |
| 11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 29,637 | $251K | 0.1% | +1,972.5% | 0.238% | |
| 11/13/2023 | Wolverine Asset Management LLC | 11,918 | $101K | 0.0% | +2,572.2% | 0.096% | |
| 11/8/2023 | D.A. Davidson & CO. | 13,104 | $111K | 0.0% | -12.4% | 0.105% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 22,601 | $191K | 0.0% | +7.1% | 0.182% | |
| 11/8/2023 | Dorsey & Whitney Trust CO LLC | 29,100 | $246K | 0.0% | +11.5% | 0.234% | |
| 11/7/2023 | Financial Counselors Inc. | 38,650 | $327K | 0.0% | N/A | 0.310% | |
| 11/4/2023 | Schwarz Dygos Wheeler Investment Advisors LLC | 32,400 | $274K | 0.1% | +10.2% | 0.260% | |
| 11/1/2023 | Wakefield Asset Management LLLP | 67,688 | $573K | 0.3% | -12.9% | 0.544% | |
| 10/27/2023 | Hennion & Walsh Asset Management Inc. | 155,194 | $1.31M | 0.1% | -1.1% | 1.247% | |
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| 10/27/2023 | Crestone Asset Management LLC | 10,664 | $90K | 0.0% | N/A | 0.086% | |
| 10/17/2023 | Avior Wealth Management LLC | 21,641 | $183K | 0.0% | -31.0% | 0.174% | |
| 8/11/2023 | Guggenheim Capital LLC | 192,219 | $1.73M | 0.0% | -0.7% | 1.544% | |
| 8/7/2023 | Tortoise Investment Management LLC | 131,366 | $1.18M | 0.2% | +59.8% | 1.055% | |
| 8/4/2023 | IFP Advisors Inc | 8,985 | $87K | 0.0% | +29.4% | 0.072% | |
| 8/1/2023 | Wakefield Asset Management LLLP | 77,736 | $700K | 0.3% | +6.9% | 0.624% | |
| 7/28/2023 | Koshinski Asset Management Inc. | 26,008 | $234K | 0.0% | N/A | 0.209% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 21,101 | $190K | 0.0% | -6.6% | 0.169% | |
| 7/26/2023 | Patten Group Inc. | 10,596 | $95K | 0.0% | -55.9% | 0.085% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 28,127 | $253K | 0.0% | +14.8% | 0.226% | |
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