| 2/18/2025 | Note Advisors LLC | 63,866 | $1.45M | 1.3% | N/A | 1.290% | |
| 2/17/2025 | EP Wealth Advisors LLC | 92,500 | $2.10M | 0.0% | +8.2% | 1.869% | |
| 2/17/2025 | Cetera Investment Advisers | 19,497 | $443K | 0.0% | +80.0% | 0.394% | |
| 2/17/2025 | Bank of America Corp DE | 154,585 | $3.51M | 0.0% | -9.2% | 3.123% | |
| 2/17/2025 | Ameriprise Financial Inc. | 19,241 | $437K | 0.0% | +24.1% | 0.389% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 20,760 | $471K | 0.0% | N/A | 0.419% | |
| 2/14/2025 | Jane Street Group LLC | 55,322 | $1.26M | 0.0% | +52.0% | 1.118% | |
| 2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 4,990 | $113K | 0.0% | N/A | 0.101% | |
| 2/13/2025 | Mariner LLC | 13,632 | $309K | 0.0% | -32.2% | 0.275% | |
| 2/13/2025 | Raymond James Financial Inc. | 21,700 | $493K | 0.0% | N/A | 0.438% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 30,321 | $688K | 0.0% | +1.9% | 0.613% | |
| 2/13/2025 | Wells Fargo & Company MN | 7,310 | $166K | 0.0% | -10.1% | 0.148% | |
| 2/12/2025 | JPMorgan Chase & Co. | 10,943 | $248K | 0.0% | +1,434.8% | 0.221% | |
| 2/11/2025 | LPL Financial LLC | 118,047 | $2.68M | 0.0% | +13.8% | 2.385% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 42,372 | $962K | 0.0% | +6.4% | 0.856% | |
| 2/7/2025 | HighTower Advisors LLC | 617,478 | $14.02M | 0.0% | +2.9% | 12.474% | |
| 2/7/2025 | Tortoise Investment Management LLC | 79,333 | $1.80M | 0.2% | -2.2% | 1.603% | |
| 2/6/2025 | Raymond James Financial Inc. | 21,700 | $493K | 0.0% | N/A | 0.438% | |
| 2/5/2025 | Flynn Zito Capital Management LLC | 177,140 | $4.02M | 1.9% | -6.5% | 3.579% | |
| 1/28/2025 | American Financial & Tax Strategies Inc. | 124,048 | $2.82M | 1.5% | -1.7% | 2.506% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 27,180 | $617K | 0.0% | +112.1% | 0.549% | |
| 1/15/2025 | Hennion & Walsh Asset Management Inc. | 150,262 | $3.41M | 0.2% | +26.2% | 3.036% | |
| 1/13/2025 | Miracle Mile Advisors LLC | 329,912 | $7.49M | 0.2% | -1.3% | 6.665% | |
| 1/13/2025 | Kades & Cheifetz LLC | 20,760 | $471K | 0.2% | +26.8% | 0.419% | |
| 11/15/2024 | Jane Street Group LLC | 36,400 | $850K | 0.0% | +29.7% | 0.735% | |
| 11/15/2024 | HighTower Advisors LLC | 600,014 | $14.02M | 0.0% | +2.4% | 12.121% | |
| 10/23/2024 | Hennion & Walsh Asset Management Inc. | 119,039 | $2.78M | 0.1% | +78.1% | 2.405% | |
| 10/7/2024 | Miracle Mile Advisors LLC | 334,255 | $7.81M | 0.2% | +4.1% | 6.753% | |
| 10/2/2024 | Kades & Cheifetz LLC | 16,377 | $382K | 0.2% | +2.8% | 0.331% | |
| 8/8/2024 | American Financial & Tax Strategies Inc. | 127,216 | $2.92M | 1.5% | +2.8% | 2.570% | |
| 8/6/2024 | Flynn Zito Capital Management LLC | 192,457 | $4.42M | 2.3% | +10.3% | 3.888% | |
| 8/2/2024 | Tortoise Investment Management LLC | 82,501 | $1.89M | 0.2% | -2.2% | 1.667% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 34,943 | $802K | 0.0% | +33.7% | 0.706% | |
| 7/26/2024 | Bank of New York Mellon Corp | 9,438 | $217K | 0.0% | +7.9% | 0.191% | |
| 7/20/2024 | Hennion & Walsh Asset Management Inc. | 66,854 | $1.54M | 0.1% | +14.5% | 1.351% | |
| 7/18/2024 | Miracle Mile Advisors LLC | 321,167 | $7.37M | 0.2% | +378.6% | 6.488% | |
| 5/1/2024 | Flynn Zito Capital Management LLC | 174,531 | $4.02M | 2.1% | -0.3% | 3.922% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 26,130 | $602K | 0.0% | +31.5% | 0.587% | |
| 4/19/2024 | Ndwm LLC | 29,390 | $677K | 0.6% | +2.9% | 0.708% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 67,107 | $1.55M | 0.0% | +22.6% | 1.617% | |
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| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 58,387 | $1.35M | 0.1% | +173.1% | 1.407% | |
| 2/29/2024 | Tortoise Investment Management LLC | 83,365 | $1.93M | 0.3% | -17.4% | 2.084% | |
| 2/28/2024 | EP Wealth Advisors LLC | 85,500 | $1.98M | 0.0% | N/A | 2.138% | |
| 2/12/2024 | Ndwm LLC | 28,571 | $661K | 0.6% | N/A | 0.714% | |
| 2/8/2024 | Tortoise Investment Management LLC | 84,020 | $1.92M | 0.2% | -16.8% | 2.101% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 11,177 | $258K | 0.0% | -47.2% | 0.279% | |
| 1/31/2024 | Flynn Zito Capital Management LLC | 174,985 | $4.05M | 2.7% | -0.3% | 4.375% | |
| 1/24/2024 | Stratos Wealth Partners LTD. | 11,737 | $271K | 0.0% | N/A | 0.293% | |
| 1/22/2024 | Miracle Mile Advisors LLC | 54,745 | $1.27M | 0.0% | +13.7% | 1.369% | |
| 12/6/2023 | Citigroup Inc. | 27,193 | $578K | 0.0% | -9.7% | 0.680% | |
| 11/9/2023 | Citigroup Inc. | 27,193 | $578K | 0.0% | -9.7% | 0.680% | |
| 11/7/2023 | Flynn Zito Capital Management LLC | 175,474 | $3.73M | 2.6% | +2.3% | 4.387% | |
| 10/25/2023 | Miracle Mile Advisors LLC | 48,153 | $1.02M | 0.0% | N/A | 1.204% | |
| 10/24/2023 | Bank of New York Mellon Corp | 11,686 | $248K | 0.0% | +9.1% | 0.292% | |
| 8/9/2023 | Flow Traders U.S. LLC | 17,951 | $408K | 0.0% | +49.8% | 0.449% | |
| 8/7/2023 | Tortoise Investment Management LLC | 104,689 | $2.38M | 0.4% | -7.2% | 2.617% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 21,485 | $489K | 0.0% | +6.6% | 0.537% | |
| 8/3/2023 | CWM LLC | 4,390 | $100K | 0.0% | N/A | 0.110% | |
| 8/3/2023 | Flynn Zito Capital Management LLC | 171,473 | $3.90M | 2.6% | -0.9% | 4.287% | |
| 8/2/2023 | Bank of Montreal Can | 22,722 | $519K | 0.0% | N/A | 0.568% | |
| 7/31/2023 | LPL Financial LLC | 81,678 | $1.86M | 0.0% | +29.9% | 2.042% | |
| 7/28/2023 | Brooklyn FI LLC | 9,803 | $223K | 0.1% | N/A | 0.245% | |
| 5/9/2023 | Tortoise Investment Management LLC | 112,844 | $2.57M | 0.4% | -4.3% | 2.821% | |
| 5/3/2023 | Flynn Zito Capital Management LLC | 173,054 | $3.94M | 2.9% | +9.9% | 4.326% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 1,200 | $27K | 0.0% | N/A | 0.030% | |
| 4/20/2023 | Valicenti Advisory Services Inc. | 16,610 | $378K | 0.1% | N/A | 0.415% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,625 | $36K | 0.0% | N/A | 0.041% | |
| 2/15/2023 | Asset Management Group Inc. | 47,285 | $1.05M | 0.2% | -12.5% | 1.182% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 20,157 | $446K | 0.0% | +5.2% | 0.504% | |
| 2/10/2023 | Moors & Cabot Inc. | 9,845 | $218K | 0.0% | N/A | 0.246% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 25,805 | $571K | 0.0% | +7.5% | 0.645% | |
| 2/7/2023 | LPL Financial LLC | 61,588 | $1.36M | 0.0% | -3.8% | 1.540% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 31,673 | $701K | 0.0% | N/A | 0.792% | |
| 2/6/2023 | Brinker Capital Investments LLC | 9,126 | $202K | 0.0% | N/A | 0.228% | |
| 2/3/2023 | Tortoise Investment Management LLC | 117,875 | $2.61M | 0.5% | -13.3% | 2.947% | |
| 2/3/2023 | Kades & Cheifetz LLC | 15,483 | $343K | 0.3% | N/A | 0.387% | |
| 1/30/2023 | Flynn Zito Capital Management LLC | 157,410 | $3.48M | 2.9% | -10.8% | 3.935% | |
| 1/18/2023 | Mcdonald Partners LLC | 16,250 | $360K | 0.1% | +18.2% | 0.406% | |
| 11/8/2022 | Atlas Capital Advisors LLC | 6,118 | $130K | 0.0% | N/A | 0.132% | |
| 11/4/2022 | Tortoise Investment Management LLC | 135,967 | $2.90M | 0.6% | -7.6% | 2.924% | |
| 10/24/2022 | Miracle Mile Advisors LLC | 478,071 | $10.20M | 0.5% | +1.6% | 10.281% | |
| 10/19/2022 | Flynn Zito Capital Management LLC | 176,556 | $3.77M | 3.7% | N/A | 3.797% | |
| 10/18/2022 | Valicenti Advisory Services Inc. | 17,935 | $383K | 0.1% | +6.1% | 0.386% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 10,507 | $224K | 0.0% | -8.7% | 0.226% | |
| 8/13/2022 | Flow Traders U.S. LLC | 11,371 | $256K | 0.0% | N/A | 0.230% | |
| 8/11/2022 | Herbst Group LLC | 9,500 | $216K | 0.2% | +7.5% | 0.192% | |
| 8/5/2022 | OLD Mission Capital LLC | 28,019 | $631K | 0.0% | N/A | 0.566% | |
| 8/3/2022 | Tortoise Investment Management LLC | 147,201 | $3.32M | 0.7% | +32.5% | 2.974% | |
| 7/22/2022 | BlackDiamond Wealth Management Inc. | 29,893 | $683K | 0.9% | N/A | 0.604% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 21,735 | $489K | 0.0% | +33.6% | 0.439% | |
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| 7/15/2022 | Miracle Mile Advisors LLC | 470,383 | $10.60M | 0.5% | N/A | 9.503% | |
| 5/6/2022 | Tortoise Investment Management LLC | 111,056 | $2.65M | 0.5% | +66.3% | 2.496% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 16,274 | $388K | 0.0% | +6.8% | 0.366% | |
| 4/29/2022 | McDonald Partners LLC | 13,750 | $328K | 0.1% | N/A | 0.309% | |
| 2/10/2022 | Citigroup Inc. | 42,254 | $1.10M | 0.0% | +5.1% | 0.929% | |
| 2/10/2022 | Tortoise Investment Management LLC | 66,766 | $1.74M | 0.3% | +10.4% | 1.467% | |
| 2/8/2022 | BlackDiamond Wealth Management Inc. | 18,190 | $475K | 0.5% | N/A | 0.400% | |
| 2/8/2022 | Bank of America Corp DE | 216,505 | $5.65M | 0.0% | +6.2% | 4.758% | |
| 2/4/2022 | St. James Investment Advisors LLC | 1,730 | $45K | 0.0% | N/A | 0.038% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 18,781 | $490K | 0.0% | +38.4% | 0.413% | |
