| 11/10/2026 | Beckerman Institutional LLC | 42,793 | $1.48M | 0.7% | +2.2% | 0.183% |  |
| 11/10/2026 | HighTower Advisors LLC | 39,094 | $1.35M | 0.0% | -5.1% | 0.167% |  |
| 11/5/2026 | Keybank National Association OH | 585,058 | $20.18M | 0.1% | -2.4% | 2.500% |  |
| 11/3/2026 | Parallel Advisors LLC | 4,495 | $0.16M | 0.0% | -20.6% | 0.019% |  |
| 11/2/2026 | Kestra Advisory Services LLC | 43,581 | $1.50M | 0.0% | +24.4% | 0.186% |  |
| 10/31/2026 | Smallwood Wealth Investment Management LLC | 94,107 | $3.25M | 1.4% | +0.8% | 0.402% |  |
| 10/29/2026 | Americana Partners LLC | 69,246 | $2.39M | 0.1% | -6.0% | 0.296% |  |
| 10/28/2026 | Everett Harris & Co. CA | 97,530 | $3.36M | 0.0% | -1.8% | 0.417% |  |
| 10/27/2026 | Lynx Investment Advisory | 5,901 | $0.20M | 0.1% | N/A | 0.025% |  |
| 10/26/2026 | Noesis Capital Mangement Corp | 154,446 | $5.33M | 0.6% | -1.9% | 0.660% |  |
| 10/24/2026 | Argyle Capital Partners LLC | 73,946 | $2.55M | 1.5% | -1.0% | 0.316% |  |
| 10/22/2026 | Lake Street Private Wealth LLC | 139,435 | $4.81M | 0.5% | -2.4% | 0.596% |  |
| 10/17/2026 | IFP Advisors Inc | 35,183 | $1.21M | 0.0% | +2.3% | 0.150% |  |
| 10/16/2026 | Benchmark Financial LLC | 51,291 | $1.77M | 1.4% | +5.4% | 0.219% |  |
| 10/14/2026 | My Personal CFO LLC | 58,643 | $2.02M | 0.7% | -5.5% | 0.251% |  |
| 10/13/2026 | Sax Wealth Advisors LLC | 13,819 | $0.48M | 0.0% | N/A | 0.059% |  |
| 10/13/2026 | Value Investment Professionals LLC | 28,756 | $0.99M | 0.9% | N/A | 0.123% |  |
| 9/9/2026 | NewEdge Advisors LLC | 20,355 | $0.70M | 0.0% | +236.2% | 0.087% |  |
| 9/9/2026 | IFP Advisors Inc | 34,383 | $1.19M | 0.0% | -0.9% | 0.147% |  |
| 9/9/2026 | Baird Financial Group Inc. | 271,646 | $9.37M | 0.0% | +1.4% | 1.161% |  |
| 9/8/2026 | Waverly Advisors LLC | 319,590 | $11.02M | 0.1% | -9.7% | 1.366% |  |
| 9/4/2026 | Parkside Financial Bank & Trust | 26,669 | $0.92M | 0.1% | -4.4% | 0.114% |  |
| 8/21/2026 | Smallwood Wealth Investment Management LLC | 93,326 | $3.22M | 1.4% | +1.5% | 0.399% |  |
| 8/20/2026 | RPg Family Wealth Advisory LLC | 165,639 | $5.71M | 0.9% | +37.4% | 0.708% |  |
| 8/20/2026 | Risk Paradigm Group LLC | 150,358 | $5.19M | 3.4% | +34.1% | 0.643% |  |
| 6/3/2026 | Parallel Advisors LLC | 6,280 | $0.22M | 0.0% | +24.1% | 0.027% |  |
| 6/3/2026 | NewEdge Advisors LLC | 6,055 | $0.21M | 0.0% | N/A | 0.026% |  |
| 5/7/2026 | Parallel Advisors LLC | 6,280 | $0.22M | 0.0% | +24.1% | 0.027% |  |
| 2/11/2026 | Janney Montgomery Scott LLC | 10,230 | $0.31M | 0.0% | -3.7% | 0.256% |  |
| 2/11/2026 | Everett Harris & Co. CA | 100,890 | $3.02M | 0.0% | -2.2% | 2.522% |  |
| 2/11/2026 | JPMorgan Chase & Co. | 2,345,023 | $70.14M | 0.0% | +16.7% | 58.626% |  |
| 2/11/2026 | Parallel Advisors LLC | 5,060 | $0.15M | 0.0% | N/A | 0.127% |  |
| 2/3/2026 | Crestwood Advisors Group LLC | 29,224 | $0.87M | 0.0% | -40.7% | 0.731% |  |
| 11/26/2025 | JPMorgan Chase & Co. | 2,010,023 | $59.34M | 0.0% | +6.9% | 50.251% |  |
| 11/14/2025 | Nicolet Bankshares Inc. | 194,978 | $5.76M | 0.9% | +1.0% | 4.874% |  |
| 11/10/2025 | Lake Street Private Wealth LLC | 133,560 | $3.94M | 0.5% | +31.6% | 3.339% |  |
| 11/7/2025 | Crestwood Advisors Group LLC | 49,320 | $1.46M | 0.0% | -15.1% | 1.233% |  |
| 11/7/2025 | JPMorgan Chase & Co. | 2,010,023 | $59.34M | 0.0% | +6.9% | 50.251% |  |
| 11/3/2025 | Everett Harris & Co. CA | 103,120 | $3.04M | 0.0% | -4.4% | 2.578% |  |
| 8/13/2025 | Nicolet Bankshares Inc. | 192,984 | $5.84M | 1.0% | -5.0% | 4.825% |  |
| 8/13/2025 | Wellspring Financial Advisors LLC | 37,700 | $1.14M | 0.0% | N/A | 0.943% |  |
| 8/12/2025 | JPMorgan Chase & Co. | 1,880,023 | $56.89M | 0.0% | -32.6% | 47.001% |  |
| 8/5/2025 | Crestwood Advisors Group LLC | 58,063 | $1.76M | 0.0% | -7.1% | 1.452% |  |
| 8/4/2025 | MeadowBrook Investment Advisors LLC | 5,960 | $0.18M | 0.2% | +23.1% | 0.149% |  |
| 7/24/2025 | IFP Advisors Inc | 34,363 | $1.04M | 0.0% | +44.1% | 0.859% |  |
| 7/17/2025 | Janney Montgomery Scott LLC | 9,955 | $0.30M | 0.0% | -20.4% | 0.249% |  |
| 5/15/2025 | Baird Financial Group Inc. | 306,396 | $9.95M | 0.0% | -2.6% | 0.011% |  |
| 5/14/2025 | Nicolet Bankshares Inc. | 203,240 | $6.60M | 1.3% | -0.9% | 0.007% |  |
| 5/12/2025 | Everett Harris & Co. CA | 107,730 | $3.50M | 0.0% | -1.9% | 0.004% |  |
| 5/5/2025 | Crestwood Advisors Group LLC | 62,516 | $2.03M | 0.0% | N/A | 0.002% |  |
| 4/30/2025 | MeadowBrook Investment Advisors LLC | 4,840 | $0.16M | 0.1% | -23.9% | 0.000% |  |
| 4/17/2025 | Janney Montgomery Scott LLC | 12,507 | $0.41M | 0.0% | +13.3% | 0.000% |  |
| 2/17/2025 | Baird Financial Group Inc. | 314,675 | $9.29M | 0.0% | -0.5% | 0.011% |  |
| 2/13/2025 | Nicolet Bankshares Inc. | 205,018 | $6.05M | 1.4% | +1.5% | 0.007% |  |
| 2/12/2025 | CIBC Private Wealth Group LLC | 3,337,595 | $101.66M | 0.2% | +3.4% | 0.116% |  |
| 2/12/2025 | JPMorgan Chase & Co. | 5,097,000 | $150.41M | 0.0% | -6.4% | 0.178% |  |
| 2/11/2025 | Kepos Capital LP | 44,400 | $1.31M | 1.3% | -2.4% | 0.002% |  |
| 2/6/2025 | NBW Capital LLC | 629,471 | $18.58M | 3.4% | -2.7% | 0.022% |  |
| 1/29/2025 | MeadowBrook Investment Advisors LLC | 6,358 | $0.19M | 0.2% | -24.5% | 0.000% |  |
| 12/26/2024 | JPMorgan Chase & Co. | 5,445,000 | $154.97M | 0.0% | -2.5% | 0.190% |  |
| 11/7/2024 | MAI Capital Management | 185,158 | $5.27M | 0.1% | -2.3% | 0.006% |  |
| 11/6/2024 | MeadowBrook Investment Advisors LLC | 8,423 | $0.24M | 0.2% | +160.4% | 0.000% |  |
| 8/15/2024 | NBW Capital LLC | 223,196 | $6.46M | 1.3% | N/A | 0.008% |  |
| 7/23/2024 | MeadowBrook Investment Advisors LLC | 3,235 | $94K | 0.1% | N/A | 0.000% |  |