| 3/20/2026 | HughesLittle Investment Management Ltd. | 157,405 | $49.27M | 8.2% | -11.4% | 0.001% |  |
| 3/20/2026 | Purpose Unlimited Inc. | 268,123 | $83.93M | 3.8% | N/A | 0.002% |  |
| 3/19/2026 | Painted Porch Advisors LLC | 4,162 | $1.30M | 0.5% | -11.2% | 0.000% |  |
| 3/17/2026 | Cornerstone Planning LLC | 21,507 | $6.75M | 1.5% | N/A | 0.000% |  |
| 3/17/2026 | AMG Asset Management Group Inc. | 2,861 | $0.90M | 2.9% | N/A | 0.000% |  |
| 3/17/2026 | U S Wealth Group LLC. | 35,398 | $11.08M | 7.3% | -9.8% | 0.000% |  |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 7,046 | $2.21M | 1.7% | N/A | 0.000% |  |
| 3/17/2026 | Rockefeller Capital Management L.P. | 4,258,226 | $1.33B | 2.4% | +1.3% | 0.035% |  |
| 3/16/2026 | Bank of New Hampshire | 42,635 | $13.35M | 3.0% | +1.0% | 0.000% |  |
| 3/16/2026 | Osbon Capital Management LLC | 1,953 | $0.61M | 0.6% | N/A | 0.000% |  |
| 3/13/2026 | Lane Brothers & Co. Inc. | 2,732 | $0.86M | 0.6% | N/A | 0.000% |  |
| 3/13/2026 | Fund Advisors of America Inc FL | 2,686 | $0.84M | 0.8% | N/A | 0.000% |  |
| 3/13/2026 | World Investment Advisors | 274,761 | $86M | 1.4% | +9.2% | 0.002% |  |
| 3/12/2026 | Farmers National Bank | 13,809 | $4.32M | 1.0% | +34.8% | 0.000% |  |
| 3/12/2026 | Vericrest Private Wealth | 1,654 | $0.52M | 0.5% | N/A | 0.000% |  |
| 3/12/2026 | Winthrop Partners WNY LLC | 2,798 | $0.88M | 0.5% | N/A | 0.000% |  |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 10,750 | $3.37M | 2.4% | N/A | 0.000% |  |
| 3/11/2026 | Meadowbrook Advisors Group LLC | 15,223 | $4.77M | 2.7% | N/A | 0.000% |  |
| 3/11/2026 | DUTCH ASSET Corp | 10,383 | $3.25M | 2.5% | N/A | 0.000% |  |
| 3/11/2026 | Larry Mathis Financial Planning LLC | 3,918 | $1.23M | 1.1% | N/A | 0.000% |  |
| 3/11/2026 | Green Ridge Wealth Planning LLC | 20,711 | $6.48M | 3.3% | N/A | 0.000% |  |
| 3/11/2026 | Downshift Financial LLC | 904 | $0.30M | 0.2% | N/A | 0.000% |  |
| 3/10/2026 | Advisortrust Partners LLC | 3,151 | $0.99M | 0.4% | N/A | 0.000% |  |
| 3/10/2026 | Audent Global Asset Management LLC | 46,963 | $14.70M | 6.2% | +12.0% | 0.000% |  |
| 3/9/2026 | Rubicon Advisors GP | 7,573 | $2.37M | 2.2% | N/A | 0.000% |  |
| 3/9/2026 | Corient Private Wealth LLC | 5,175,736 | $1.62B | 1.8% | +1.0% | 0.043% |  |
| 3/9/2026 | EMC Capital Management | 100 | $33K | 0.0% | N/A | 0.000% |  |
| 3/9/2026 | Lifetime Wealth Management P.C. | 101 | $32K | 0.0% | N/A | 0.000% |  |
| 3/6/2026 | Union Savings Bank | 14,933 | $4.67M | 2.0% | N/A | 0.000% |  |
| 3/6/2026 | Hsbc Holdings PLC | 16,466,253 | $5.15B | 2.9% | +11.9% | 0.136% |  |
| 3/6/2026 | Cedarwood Wealth LLC | 3,782 | $1.26M | 1.4% | N/A | 0.000% |  |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 2,673 | $0.84M | 0.7% | N/A | 0.000% |  |
| 3/5/2026 | Storen Legacy Partners LLC | 2,245 | $0.70M | 0.2% | N/A | 0.000% |  |
| 3/5/2026 | Worthington Financial Partners LLC | 5,108 | $1.60M | 1.4% | N/A | 0.000% |  |
| 3/5/2026 | Bayban | 321 | $100K | 0.1% | N/A | 0.000% |  |
| 3/5/2026 | Taylor Securities Services Inc. | 3,943 | $1.23M | 0.6% | N/A | 0.000% |  |
| 3/4/2026 | AG Campbell Advisory LLC | 11,490 | $3.60M | 1.2% | N/A | 0.000% |  |
| 3/4/2026 | Pure Financial Advisors LLC | 59,897 | $18.75M | 0.3% | +0.5% | 0.000% |  |
| 3/4/2026 | Valpey Financial Services LLC | 1,017 | $0.32M | 0.2% | +5.2% | 0.000% |  |
| 3/4/2026 | OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC | 25,010 | $7.83M | 0.8% | N/A | 0.000% |  |
| 3/4/2026 | Rehmann Capital Advisory Group | 41,340 | $12.94M | 0.7% | -1.7% | 0.000% |  |
| 3/4/2026 | SHP Wealth Management | 21,340 | $6.68M | 0.5% | N/A | 0.000% |  |
| 3/4/2026 | Stenger Family Office LLC | 51,939 | $16.26M | 3.4% | +5.2% | 0.000% |  |
| 3/4/2026 | Financial Avengers Inc. | 7,854 | $2.46M | 1.0% | -2.8% | 0.000% |  |
| 3/3/2026 | Midway Capital Research & Management | 9,719 | $3.04M | 3.0% | N/A | 0.000% |  |
| 3/3/2026 | Employees Provident Fund Board | 2,492,331 | $780.10M | 5.7% | N/A | 0.021% |  |
| 3/3/2026 | Strategic Advisory Partners LLC | 918 | $0.29M | 0.2% | N/A | 0.000% |  |
| 3/3/2026 | S Harris Financial Group LLC | 5,411 | $1.69M | 1.6% | N/A | 0.000% |  |
| 3/3/2026 | EJMK Ventures LLC | 10,804 | $3.38M | 2.1% | N/A | 0.000% |  |
| 3/3/2026 | Targeted Financial Services LLC | 2,174 | $0.68M | 0.6% | N/A | 0.000% |  |
| 3/3/2026 | WMS Group LLC | 8,078 | $2.53M | 3.2% | N/A | 0.000% |  |
| 3/3/2026 | Tulsa Wealth Advisors INC | 26,710 | $8.36M | 2.8% | N/A | 0.000% |  |
| 3/3/2026 | Integrated Investment Consultants LLC | 21,638 | $6.77M | 1.3% | -16.4% | 0.000% |  |
| 3/3/2026 | hemming& Wealth Management Inc. | 1,520 | $0.48M | 0.3% | N/A | 0.000% |  |
| 3/3/2026 | NWF Advisory Services Inc. | 12,458 | $3.90M | 0.4% | -2.3% | 0.000% |  |
| 3/3/2026 | Bank of Hawaii | 44,457 | $13.92M | 0.7% | -0.8% | 0.000% |  |
| 3/3/2026 | Caitong International Asset Management Co. Ltd | 19,248 | $6.03M | 1.5% | +293.3% | 0.000% |  |
| 3/2/2026 | Cogent Strategic Wealth LLC | 1,302 | $0.43M | 0.5% | N/A | 0.000% |  |
| 3/2/2026 | Reflection Asset Management | 9,465 | $2.96M | 2.1% | N/A | 0.000% |  |
| 3/2/2026 | CFO Capital Management LLC | 9,200 | $2.88M | 2.2% | N/A | 0.000% |  |
| 3/2/2026 | Sankala Group LLC | 5,258 | $1.64M | 1.4% | N/A | 0.000% |  |
| 3/2/2026 | Tobam | 35,634 | $11.15M | 2.8% | +37.7% | 0.000% |  |
| 3/2/2026 | Clearwave Capital LLC | 18,940 | $5.93M | 4.4% | N/A | 0.000% |  |
| 3/2/2026 | NCM Capital Management LLC | 18,221 | $5.70M | 2.1% | -1.8% | 0.000% |  |
| 3/2/2026 | Wick Capital Partners LLC | 3,676 | $1.15M | 0.2% | +23.4% | 0.000% |  |
| 2/27/2026 | Arwa LLC | 7,258 | $2.27M | 1.3% | N/A | 0.000% |  |
| 2/27/2026 | Instrumental Wealth LLC | 3,140 | $0.97M | 0.6% | +7.1% | 0.000% |  |
| 2/27/2026 | Mishpacha Holdings Corp | 58,473 | $18.30M | 15.3% | N/A | 0.000% |  |
| 2/27/2026 | Cross Staff Investments Inc | 14,844 | $4.65M | 2.8% | -1.3% | 0.000% |  |
| 2/27/2026 | Financially in Tune LLC | 867 | $0.27M | 0.3% | N/A | 0.000% |  |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 1,938 | $0.61M | 0.1% | -4.4% | 0.000% |  |
| 2/27/2026 | Groupama Asset Managment | 968,888 | $303.26M | 4.4% | +8.7% | 0.008% |  |
| 2/26/2026 | Oak Grove Capital LLC | 82,999 | $25.98M | 3.1% | -1.7% | 0.001% |  |
| 2/26/2026 | Anchor Investment Management LLC | 73,675 | $23.06M | 1.9% | -15.4% | 0.001% |  |
| 2/26/2026 | TD Capital Management LLC | 1,384 | $0.43M | 0.0% | +28.0% | 0.000% |  |
| 2/26/2026 | BDFS Capital LLC | 3,854 | $1.21M | 0.6% | N/A | 0.000% |  |
| 2/26/2026 | SSA Swiss Advisors AG | 20,605 | $6.46M | 3.0% | -5.3% | 0.000% |  |
| 2/26/2026 | Banque Transatlantique SA | 632,061 | $198.57M | 4.8% | -6.8% | 0.005% |  |
| 2/25/2026 | Tempo Wealth LLC | 51,808 | $16.22M | 2.9% | N/A | 0.000% |  |
| 2/25/2026 | GFI Investment Counsel Ltd. | 5,628 | $1.76M | 0.2% | N/A | 0.000% |  |
| 2/25/2026 | Thryve Wealth Management LLC | 2,938 | $0.92M | 0.5% | N/A | 0.000% |  |
| 2/25/2026 | KW Wealth Management LLC | 1,450 | $0.45M | 0.7% | +3.1% | 0.000% |  |
| 2/25/2026 | Westshore Wealth LLC | 7,816 | $2.45M | 0.8% | -12.3% | 0.000% |  |
| 2/25/2026 | MidFirst Bank | 153,401 | $47.83M | 3.7% | N/A | 0.001% |  |
| 2/24/2026 | DGS Capital Management LLC | 25,642 | $8.03M | 1.4% | +29.6% | 0.000% |  |
| 2/24/2026 | Ketron Financial | 65,400 | $20.47M | 6.8% | N/A | 0.001% |  |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 15,844 | $4.94M | 1.2% | -2.8% | 0.000% |  |
| 2/24/2026 | Avory & Company LLC | 1,179 | $0.37M | 0.2% | -5.2% | 0.000% |  |
| 2/24/2026 | Chelsea Counsel Co. | 38,749 | $12.13M | 5.2% | -10.9% | 0.000% |  |
| 2/24/2026 | Coastline Complete Wealth LLC | 6,372 | $1.99M | 1.3% | N/A | 0.000% |  |
| 2/24/2026 | Barnes Wealth Management Group Inc | 2,526 | $0.79M | 0.4% | -8.3% | 0.000% |  |
| 2/24/2026 | SG Trading Solutions LLC | 67,809 | $21.22M | 4.9% | N/A | 0.001% |  |
| 2/24/2026 | Pacer Advisors Inc. | 616,254 | $192.89M | 0.3% | -3.0% | 0.005% |  |
| 2/24/2026 | Titan Investment Management LLC | 15,355 | $4.81M | 4.4% | N/A | 0.000% |  |
| 2/24/2026 | Nolet Wealth Management LLC | 2,816 | $0.88M | 0.5% | N/A | 0.000% |  |
| 2/24/2026 | Investment Insight Wealth Management LLC | 14,569 | $4.56M | 4.5% | N/A | 0.000% |  |
| 2/24/2026 | Stone Wealth Partners | 2,156 | $0.68M | 0.6% | N/A | 0.000% |  |
| 2/24/2026 | Lynch Investment Planning LLC | 7,150 | $2.24M | 2.1% | N/A | 0.000% |  |
| 2/24/2026 | Floyd Financial Group LLC | 23,556 | $7.42M | 5.1% | -15.5% | 0.000% |  |
| 2/24/2026 | Clear Retirement Advice LLC | 1,897 | $0.63M | 0.5% | N/A | 0.000% |  |