| 11/15/2024 | Jane Street Group LLC | 75,419 | $3.57M | 0.0% | +80.9% | 0.903% | |
| 11/15/2024 | Stifel Financial Corp | 2,403,739 | $113.82M | 0.1% | -17.8% | 28.787% | |
| 11/15/2024 | Swmg LLC | 26,163 | $1.22M | 0.5% | -28.1% | 0.313% | |
| 11/15/2024 | Arrowroot Family Office LLC | 23,330 | $1.11M | 0.6% | +16.4% | 0.279% | |
| 11/15/2024 | Benjamin Edwards Inc. | 1,852,092 | $87.70M | 1.3% | +1,065.1% | 22.181% | |
| 11/14/2024 | WFA of San Diego LLC | 4,719 | $223K | 0.2% | +5.9% | 0.057% | |
|
| 11/4/2024 | Laffer Tengler Investments Inc. | 12,315 | $583K | 0.1% | -23.0% | 0.147% | |
| 11/1/2024 | Atria Investments Inc | 44,115 | $2.09M | 0.0% | -20.2% | 0.528% | |
| 10/31/2024 | Confluence Investment Management LLC | 762,116 | $36.09M | 0.5% | -17.0% | 9.127% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 11,950 | $566K | 0.0% | -69.1% | 0.143% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 44,836 | $2.12M | 0.0% | +83.6% | 0.537% | |
| 10/29/2024 | Farther Finance Advisors LLC | 24,554 | $1.16M | 0.0% | N/A | 0.294% | |
| 10/25/2024 | Andina Capital Management LLC | 38,123 | $1.81M | 1.4% | +26.8% | 0.457% | |
| 10/23/2024 | CENTRAL TRUST Co | 974 | $46K | 0.0% | N/A | 0.012% | |
| 10/16/2024 | Nottingham Advisors Inc. | 34,260 | $1.62M | 0.2% | +16.4% | 0.410% | |
| 10/16/2024 | Heritage Family Offices LLP | 9,630 | $456K | 0.2% | -4.0% | 0.115% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 39,582 | $1.87M | 0.1% | +3.5% | 0.474% | |
| 8/22/2024 | Cetera Investment Advisers | 32,924 | $1.52M | 0.0% | +5.0% | 0.394% | |
| 8/13/2024 | Benjamin Edwards Inc. | 158,964 | $7.32M | 1.4% | +3.8% | 1.904% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,013,076 | $92.64M | 1.6% | +11.0% | 24.109% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 128,875 | $5.93M | 0.0% | +173.2% | 1.543% | |
| 8/3/2024 | Nottingham Advisors Inc. | 29,425 | $1.35M | 0.2% | +14.4% | 0.352% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 38,630 | $1.78M | 0.1% | +130.3% | 0.463% | |
| 7/30/2024 | Heritage Family Offices LLP | 10,029 | $462K | 0.3% | N/A | 0.120% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 38,234 | $1.76M | 0.1% | N/A | 0.458% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 10,018 | $466K | 0.1% | N/A | 0.120% | |
| 7/16/2024 | Andina Capital Management LLC | 30,076 | $1.38M | 1.0% | N/A | 0.360% | |
| 7/12/2024 | Columbus Macro LLC | 19,163 | $883K | 0.3% | -2.3% | 0.229% | |
| 7/1/2024 | Confluence Investment Management LLC | 918,439 | $42.27M | 0.6% | +13.9% | 10.999% | |
| 6/20/2024 | HM Payson & Co. | 42,208 | $1.95M | 0.0% | N/A | 0.505% | |
| 5/24/2024 | Cetera Advisors LLC | 9,940 | $460K | 0.0% | +32.8% | 0.119% | |
| 5/21/2024 | Atria Investments Inc | 53,152 | $2.46M | 0.0% | +44.8% | 0.637% | |
| 5/17/2024 | Comerica Bank | 22,567 | $1.04M | 0.0% | +76.4% | 0.270% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 8,600 | $398K | 0.0% | N/A | 0.103% | |
| 5/8/2024 | Sheets Smith Wealth Management | 12,511 | $579K | 0.1% | +5.0% | 0.154% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 68,496 | $3.17M | 0.0% | +12.1% | 0.846% | |
| 4/29/2024 | Benjamin Edwards Inc. | 153,173 | $7.08M | 1.4% | +20.2% | 1.891% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,813,837 | $83.89M | 1.5% | +44.5% | 22.393% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 16,774 | $776K | 0.1% | N/A | 0.207% | |
| 4/18/2024 | Steele Capital Management Inc. | 5,000 | $231K | 0.0% | +11.1% | 0.089% | |
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| 4/13/2024 | Columbus Macro LLC | 19,613 | $907K | 0.3% | +2.7% | 0.350% | |
| 4/1/2024 | Confluence Investment Management LLC | 806,665 | $37.31M | 0.5% | N/A | 14.405% | |
| 2/14/2024 | Visionary Wealth Advisors | 29,833 | $1.37M | 0.1% | -13.2% | 0.533% | |
| 2/12/2024 | Partners Capital Investment Group LLP | 9,102 | $419K | 0.0% | N/A | 0.163% | |
| 2/12/2024 | Stifel Financial Corp | 2,022,976 | $93.08M | 0.1% | +27.2% | 36.125% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 61,077 | $2.81M | 0.0% | +8.4% | 1.091% | |
| 2/7/2024 | Calton & Associates Inc. | 5,150 | $237K | 0.1% | N/A | 0.092% | |
| 2/6/2024 | Sheets Smith Wealth Management | 11,911 | $548K | 0.1% | -14.4% | 0.213% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,255,034 | $57.74M | 1.2% | +21.9% | 22.411% | |
| 2/6/2024 | Benjamin Edwards Inc. | 127,447 | $5.86M | 1.3% | +35.2% | 2.276% | |
| 2/5/2024 | Steele Capital Management Inc. | 4,500 | $207K | 0.0% | N/A | 0.080% | |
| 2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 320,249 | $14.74M | 0.1% | -1.2% | 5.719% | |
| 1/30/2024 | Avior Wealth Management LLC | 2,200 | $101K | 0.0% | N/A | 0.039% | |
| 1/29/2024 | Nottingham Advisors Inc. | 24,420 | $1.12M | 0.1% | -14.0% | 0.436% | |
| 1/19/2024 | Columbus Macro LLC | 19,097 | $883K | 0.3% | N/A | 0.341% | |
| 1/12/2024 | Mutual Advisors LLC | 17,072 | $785K | 0.0% | +1.5% | 0.305% | |
| 11/13/2023 | Stifel Financial Corp | 1,590,545 | $69.62M | 0.1% | +8.3% | 28.403% | |
| 11/13/2023 | Visionary Wealth Advisors | 34,353 | $1.50M | 0.1% | +6.2% | 0.613% | |
| 11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 324,056 | $14.18M | 0.1% | +400.4% | 5.787% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 56,349 | $2.47M | 0.0% | +15.5% | 1.006% | |
| 11/7/2023 | Atria Investments Inc | 30,541 | $1.34M | 0.0% | -2.1% | 0.545% | |
| 11/6/2023 | Victory Capital Management Inc. | 10,000 | $438K | 0.0% | -94.4% | 0.179% | |
| 11/6/2023 | Nottingham Advisors Inc. | 28,384 | $1.24M | 0.2% | -8.8% | 0.507% | |
| 10/23/2023 | Sheets Smith Wealth Management | 13,911 | $609K | 0.1% | +8.0% | 0.248% | |
| 10/10/2023 | Confluence Investment Management LLC | 492,557 | $21.56M | 0.3% | +3.6% | 8.796% | |
| 8/14/2023 | Swmg LLC | 21,039 | $943K | 0.5% | -17.7% | 0.376% | |
| 8/11/2023 | Visionary Wealth Advisors | 32,337 | $1.45M | 0.1% | -81.4% | 0.599% | |
| 8/9/2023 | Flow Traders U.S. LLC | 8,804 | $394K | 0.0% | N/A | 0.163% | |
| 8/9/2023 | Sheets Smith Wealth Management | 12,886 | $577K | 0.1% | -3.7% | 0.239% | |
| 8/8/2023 | Nottingham Advisors Inc. | 31,114 | $1.39M | 0.2% | -11.6% | 0.576% | |
| 8/4/2023 | Atria Investments Inc | 31,202 | $1.40M | 0.0% | -21.4% | 0.578% | |
| 8/3/2023 | Municipal Employees Retirement System of Michigan | 37,030 | $1.66M | 0.0% | +1.6% | 0.686% | |
| 7/31/2023 | Alaska Permanent Fund Corp | 550,000 | $24.64M | 0.5% | N/A | 10.185% | |
| 7/31/2023 | Mutual Advisors LLC | 16,608 | $744K | 0.0% | +52.5% | 0.308% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 48,774 | $2.19M | 0.0% | +12.3% | 0.903% | |
| 7/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 64,765 | $2.90M | 0.0% | -1.8% | 1.199% | |
| 7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 64,765,357 | $2.90B | 0.0% | +98,060.6% | 1,199.358% | |
| 7/3/2023 | Confluence Investment Management LLC | 475,571 | $21.31M | 0.3% | -19.6% | 8.889% | |
| 5/26/2023 | Sheets Smith Wealth Management | 13,386 | $609K | 0.1% | -2.9% | 0.212% | |
| 5/15/2023 | Sheets Smith Wealth Management | 45 | $609K | 0.1% | -99.7% | 0.001% | |
| 5/12/2023 | Swmg LLC | 25,571 | $1.16M | 0.6% | -34.6% | 0.406% | |
| 5/10/2023 | Atria Investments Inc | 39,701 | $1.81M | 0.0% | -24.1% | 0.630% | |
| 5/4/2023 | Municipal Employees Retirement System of Michigan | 36,439 | $1.66M | 0.0% | +5.6% | 0.578% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 43,441 | $1.98M | 0.0% | +29.5% | 0.690% | |
| 4/27/2023 | Benjamin Edwards Inc. | 111,185 | $5.06M | 1.2% | -22.5% | 1.765% | |
| 4/27/2023 | Benjamin F. Edwards & Company Inc. | 1,161,468 | $52.81M | 2.2% | -37.6% | 18.436% | |
| 4/20/2023 | Community Bank N.A. | 700 | $32K | 0.0% | -98.9% | 0.011% | |
| 4/11/2023 | Mutual Advisors LLC | 10,892 | $495K | 0.0% | +16.6% | 0.173% | |
| 4/4/2023 | Confluence Investment Management LLC | 591,201 | $26.88M | 0.4% | -35.5% | 8.890% | |
| 3/10/2023 | Victory Capital Management Inc. | 180,000 | $8.23M | 0.0% | N/A | 2.707% | |
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| 3/8/2023 | Sheets Smith Wealth Management | 13,786 | $612K | 0.1% | -58.9% | 0.184% | |
| 2/10/2023 | Municipal Employees Retirement System of Michigan | 34,491 | $1.53M | 0.0% | -21.2% | 0.460% | |
| 2/10/2023 | Nottingham Advisors Inc. | 231,622 | $10.28M | 1.4% | -1.4% | 3.088% | |
| 2/9/2023 | Victory Capital Management Inc. | 180,000 | $8.23M | 0.0% | N/A | 2.400% | |
| 2/7/2023 | Benjamin Edwards Inc. | 143,431 | $6.37M | 1.7% | +64.7% | 1.912% | |
| 2/7/2023 | Benjamin F. Edwards & Company Inc. | 1,859,961 | $82.58M | 3.7% | +82.5% | 24.799% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 44,520 | $1.98M | 0.0% | +158.9% | 0.594% | |
| 2/3/2023 | Columbus Macro LLC | 24,328 | $1.08M | 0.4% | N/A | 0.324% | |
| 2/1/2023 | Janney Montgomery Scott LLC | 33,547 | $1.49M | 0.0% | N/A | 0.447% | |
| 1/31/2023 | Atria Investments Inc | 52,277 | $2.32M | 0.0% | N/A | 0.697% | |
