| 3/20/2026 | Purpose Unlimited Inc. | 15,745 | $4.94M | 0.2% | N/A | 0.000% |  |
| 3/19/2026 | Painted Porch Advisors LLC | 4,051 | $1.27M | 0.5% | +6.1% | 0.000% |  |
| 3/17/2026 | Cornerstone Planning LLC | 2,260 | $0.65M | 0.1% | N/A | 0.000% |  |
| 3/17/2026 | AMG Asset Management Group Inc. | 944 | $0.30M | 1.0% | N/A | 0.000% |  |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,159,647 | $677.70M | 1.2% | -1.4% | 0.018% |  |
| 3/16/2026 | Bank of New Hampshire | 15,440 | $4.85M | 1.1% | +9.7% | 0.000% |  |
| 3/16/2026 | Osbon Capital Management LLC | 3,048 | $0.96M | 0.9% | N/A | 0.000% |  |
| 3/13/2026 | Lane Brothers & Co. Inc. | 834 | $0.26M | 0.2% | N/A | 0.000% |  |
| 3/13/2026 | Fund Advisors of America Inc FL | 2,932 | $0.92M | 0.8% | N/A | 0.000% |  |
| 3/13/2026 | World Investment Advisors | 190,654 | $59.83M | 1.0% | +8.7% | 0.002% |  |
| 3/12/2026 | Farmers National Bank | 50,180 | $15.75M | 3.5% | +11.4% | 0.000% |  |
| 3/12/2026 | Winthrop Partners WNY LLC | 17,031 | $5.34M | 2.9% | N/A | 0.000% |  |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 2,940 | $0.92M | 0.7% | N/A | 0.000% |  |
| 3/11/2026 | Meadowbrook Advisors Group LLC | 1,637 | $0.51M | 0.3% | N/A | 0.000% |  |
| 3/11/2026 | DUTCH ASSET Corp | 39,650 | $12.44M | 9.6% | N/A | 0.000% |  |
| 3/11/2026 | Green Ridge Wealth Planning LLC | 7,003 | $2.20M | 1.1% | N/A | 0.000% |  |
| 3/11/2026 | Downshift Financial LLC | 677 | $0.22M | 0.1% | N/A | 0.000% |  |
| 3/10/2026 | Advisortrust Partners LLC | 1,982 | $0.62M | 0.3% | N/A | 0.000% |  |
| 3/10/2026 | PeakShares LLC | 5,037 | $1.58M | 1.5% | N/A | 0.000% |  |
| 3/9/2026 | Rubicon Advisors GP | 12,826 | $4.03M | 3.7% | N/A | 0.000% |  |
| 3/9/2026 | Corient Private Wealth LLC | 5,059,394 | $1.59B | 1.8% | +19.4% | 0.042% |  |
| 3/9/2026 | Auto Owners Insurance Co | 179,836,276 | $5.64B | 1.4% | +38,409.2% | 1.487% |  |
| 3/9/2026 | Lifetime Wealth Management P.C. | 121 | $38K | 0.0% | N/A | 0.000% |  |
| 3/6/2026 | Union Savings Bank | 2,630 | $0.83M | 0.4% | N/A | 0.000% |  |
| 3/6/2026 | Hsbc Holdings PLC | 12,826,306 | $4.03B | 2.3% | -1.4% | 0.106% |  |
| 3/6/2026 | Redwood Family Wealth LLC | 1,676 | $0.53M | 0.5% | N/A | 0.000% |  |
| 3/6/2026 | Cedarwood Wealth LLC | 2,547 | $0.85M | 1.0% | N/A | 0.000% |  |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 201 | $63K | 0.0% | N/A | 0.000% |  |
| 3/5/2026 | Mengis Capital Management Inc. | 63,599 | $19.96M | 3.5% | +0.9% | 0.001% |  |
| 3/5/2026 | Storen Legacy Partners LLC | 1,140 | $0.36M | 0.1% | N/A | 0.000% |  |
| 3/5/2026 | Worthington Financial Partners LLC | 1,148 | $0.36M | 0.3% | N/A | 0.000% |  |
| 3/5/2026 | Bayban | 1,308 | $0.41M | 0.4% | N/A | 0.000% |  |
| 3/5/2026 | Taylor Securities Services Inc. | 3,572 | $1.12M | 0.5% | N/A | 0.000% |  |
| 3/4/2026 | AG Campbell Advisory LLC | 47,156 | $14.80M | 4.7% | N/A | 0.000% |  |
| 3/4/2026 | Pure Financial Advisors LLC | 28,080 | $8.81M | 0.1% | -7.8% | 0.000% |  |
| 3/4/2026 | Rehmann Capital Advisory Group | 56,337 | $17.69M | 0.9% | -1.2% | 0.000% |  |
| 3/4/2026 | SHP Wealth Management | 13,202 | $4.14M | 0.3% | N/A | 0.000% |  |
| 3/4/2026 | BSN CAPITAL PARTNERS Ltd | 53,842 | $16.93M | 0.8% | N/A | 0.000% |  |
| 3/4/2026 | Stenger Family Office LLC | 22,558 | $7.08M | 1.5% | +33.1% | 0.000% |  |
| 3/4/2026 | Financial Avengers Inc. | 80,636 | $25.30M | 10.4% | -2.6% | 0.001% |  |
| 3/3/2026 | Midway Capital Research & Management | 1,565 | $0.49M | 0.5% | N/A | 0.000% |  |
| 3/3/2026 | Strategic Advisory Partners LLC | 2,063 | $0.65M | 0.5% | N/A | 0.000% |  |
| 3/3/2026 | S Harris Financial Group LLC | 1,824 | $0.57M | 0.5% | N/A | 0.000% |  |
| 3/3/2026 | EJMK Ventures LLC | 3,681 | $1.16M | 0.7% | N/A | 0.000% |  |
| 3/3/2026 | Targeted Financial Services LLC | 800 | $0.25M | 0.2% | N/A | 0.000% |  |
| 3/3/2026 | WMS Group LLC | 2,780 | $0.87M | 1.1% | N/A | 0.000% |  |
| 3/3/2026 | Tulsa Wealth Advisors INC | 4,650 | $1.46M | 0.5% | N/A | 0.000% |  |
| 3/3/2026 | Integrated Investment Consultants LLC | 7,476 | $2.35M | 0.5% | -11.1% | 0.000% |  |
| 3/3/2026 | NWF Advisory Services Inc. | 81,742 | $25.65M | 2.8% | -1.1% | 0.001% |  |
| 3/3/2026 | Bank of Hawaii | 62,942 | $19.75M | 1.0% | +8.7% | 0.001% |  |
| 3/3/2026 | Ovata Capital Management Ltd | 6,400 | $2M | 0.2% | -31.2% | 0.000% |  |
| 3/3/2026 | Caitong International Asset Management Co. Ltd | 12,851 | $4.03M | 1.0% | +505.0% | 0.000% |  |
| 3/2/2026 | Cogent Strategic Wealth LLC | 1,003 | $0.33M | 0.4% | N/A | 0.000% |  |
| 3/2/2026 | CFO Capital Management LLC | 12,283 | $3.85M | 2.9% | N/A | 0.000% |  |
| 3/2/2026 | Sankala Group LLC | 514 | $0.16M | 0.1% | N/A | 0.000% |  |
| 3/2/2026 | Clearwave Capital LLC | 5,074 | $1.59M | 1.2% | N/A | 0.000% |  |
| 2/27/2026 | Instrumental Wealth LLC | 4,058 | $1.25M | 0.7% | +6.8% | 0.000% |  |
| 2/27/2026 | Mishpacha Holdings Corp | 56,110 | $17.61M | 14.7% | N/A | 0.000% |  |
| 2/27/2026 | Cross Staff Investments Inc | 11,116 | $3.49M | 2.1% | -2.8% | 0.000% |  |
| 2/27/2026 | Financially in Tune LLC | 1,282 | $0.40M | 0.4% | N/A | 0.000% |  |
| 2/27/2026 | Naman Capital Ltda | 30,760 | $9.65M | 2.7% | -23.1% | 0.000% |  |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 6,725 | $2.11M | 0.5% | +6.3% | 0.000% |  |
| 2/27/2026 | Groupama Asset Managment | 98,537 | $30.29M | 0.4% | +8.6% | 0.001% |  |
| 2/26/2026 | Oak Grove Capital LLC | 2,844 | $0.89M | 0.1% | +100.4% | 0.000% |  |
| 2/26/2026 | Anchor Investment Management LLC | 109,152 | $34.25M | 2.8% | -2.3% | 0.001% |  |
| 2/26/2026 | TD Capital Management LLC | 1,511 | $0.47M | 0.0% | +41.5% | 0.000% |  |
| 2/26/2026 | BDFS Capital LLC | 3,422 | $1.07M | 0.5% | N/A | 0.000% |  |
| 2/26/2026 | SSA Swiss Advisors AG | 310 | $97K | 0.0% | -32.6% | 0.000% |  |
| 2/26/2026 | Banque Transatlantique SA | 821,891 | $258.84M | 6.3% | -2.5% | 0.007% |  |
| 2/25/2026 | Sit Investment Associates Inc. | 84,125 | $26.40M | 0.5% | -10.9% | 0.001% |  |
| 2/25/2026 | Tempo Wealth LLC | 13,928 | $4.37M | 0.8% | N/A | 0.000% |  |
| 2/25/2026 | Thryve Wealth Management LLC | 8,210 | $2.58M | 1.3% | N/A | 0.000% |  |
| 2/25/2026 | Mariner Investment Group LLC | 350,000 | $109.83M | 6.4% | N/A | 0.003% |  |
| 2/25/2026 | KW Wealth Management LLC | 7,829 | $2.46M | 3.7% | +1.9% | 0.000% |  |
| 2/25/2026 | Westshore Wealth LLC | 4,942 | $1.55M | 0.5% | -15.2% | 0.000% |  |
| 2/25/2026 | MidFirst Bank | 28,175 | $8.84M | 0.7% | N/A | 0.000% |  |
| 2/24/2026 | DGS Capital Management LLC | 43,821 | $13.75M | 2.4% | +36.6% | 0.000% |  |
| 2/24/2026 | Anderson Financial Strategies LLC | 1,363 | $0.43M | 0.2% | +4.8% | 0.000% |  |
| 2/24/2026 | Ketron Financial | 5,368 | $1.69M | 0.6% | N/A | 0.000% |  |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 1,329 | $0.41M | 0.1% | -55.4% | 0.000% |  |
| 2/24/2026 | Chelsea Counsel Co. | 44,560 | $13.98M | 6.0% | -6.6% | 0.000% |  |
| 2/24/2026 | Coastline Complete Wealth LLC | 2,320 | $0.73M | 0.5% | N/A | 0.000% |  |
| 2/24/2026 | Barnes Wealth Management Group Inc | 2,902 | $0.91M | 0.5% | +2.8% | 0.000% |  |
| 2/24/2026 | Pacer Advisors Inc. | 509,364 | $159.84M | 0.2% | -4.6% | 0.004% |  |
| 2/24/2026 | Nolet Wealth Management LLC | 2,327 | $0.73M | 0.4% | N/A | 0.000% |  |
| 2/24/2026 | Stone Wealth Partners | 8,800 | $2.76M | 2.5% | N/A | 0.000% |  |
| 2/24/2026 | Clear Retirement Advice LLC | 1,852 | $0.62M | 0.5% | N/A | 0.000% |  |
| 2/23/2026 | Arrow Capital Management LLC | 97,977 | $30.75M | 17.9% | N/A | 0.001% |  |
| 2/23/2026 | Drake & Associates LLC | 6,393 | $2.01M | 0.4% | -1.5% | 0.000% |  |
| 2/23/2026 | Forthright Family Wealth Advisory LLC | 684 | $0.22M | 0.1% | N/A | 0.000% |  |
| 2/23/2026 | GuidedMoney LLC | 1,580 | $0.50M | 0.3% | N/A | 0.000% |  |
| 2/23/2026 | Sonoma Allocations LLC | 7,690 | $2.63M | 0.9% | +1.8% | 0.000% |  |
| 2/23/2026 | Wealth Preservation Advisors LLC | 99,833 | $31.33M | 15.8% | -1.6% | 0.001% |  |
| 2/23/2026 | Kera Capital Partners Inc. | 37,166 | $12.58M | 1.6% | +3.1% | 0.000% |  |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 1,023 | $0.32M | 0.2% | N/A | 0.000% |  |
| 2/23/2026 | Blue Capital Inc. | 8,997 | $2.82M | 2.0% | N/A | 0.000% |  |
| 2/23/2026 | MV Capital Management Inc. | 17,702 | $5.56M | 0.5% | N/A | 0.000% |  |
| 2/20/2026 | Framtiden Holdings Management Co LLC | 50,100 | $15.72M | 17.1% | N/A | 0.000% |  |
| 2/20/2026 | SB Capital Management Inc | 4,094 | $1.29M | 0.5% | N/A | 0.000% |  |
| 2/20/2026 | Sunbelt Securities Inc. | 41,971 | $13.17M | 0.9% | -1.4% | 0.000% |  |