| 3/20/2026 | Purpose Unlimited Inc. | 153,039 | $41.61M | 1.9% | N/A | 0.001% |  |
| 3/19/2026 | Painted Porch Advisors LLC | 55,696 | $15.14M | 6.1% | +3.5% | 0.000% |  |
| 3/17/2026 | Carter Financial LLC | 5,801 | $1.58M | 1.4% | N/A | 0.000% |  |
| 3/17/2026 | Cornerstone Planning LLC | 35,938 | $9.77M | 2.2% | N/A | 0.000% |  |
| 3/17/2026 | AMG Asset Management Group Inc. | 5,021 | $1.37M | 4.4% | N/A | 0.000% |  |
| 3/17/2026 | Forty three Eighteen Advisors LLC | 31,373 | $8.53M | 6.6% | N/A | 0.000% |  |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,504,923 | $1.77B | 3.2% | +3.9% | 0.044% |  |
| 3/16/2026 | Bank of New Hampshire | 72,224 | $19.64M | 4.4% | +1.4% | 0.000% |  |
| 3/16/2026 | Osbon Capital Management LLC | 5,241 | $1.43M | 1.3% | N/A | 0.000% |  |
| 3/13/2026 | Lane Brothers & Co. Inc. | 7,743 | $2.11M | 1.5% | N/A | 0.000% |  |
| 3/13/2026 | Fund Advisors of America Inc FL | 23,804 | $6.47M | 5.9% | N/A | 0.000% |  |
| 3/13/2026 | Demming Financial Services Corp ADV | 2,057 | $0.56M | 0.4% | N/A | 0.000% |  |
| 3/12/2026 | Farmers National Bank | 99,778 | $27.13M | 6.1% | +2.9% | 0.001% |  |
| 3/12/2026 | Vericrest Private Wealth | 24,480 | $6.66M | 5.9% | N/A | 0.000% |  |
| 3/12/2026 | Winthrop Partners WNY LLC | 30,140 | $8.19M | 4.4% | N/A | 0.000% |  |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 11,702 | $3.18M | 2.3% | N/A | 0.000% |  |
| 3/11/2026 | Meadowbrook Advisors Group LLC | 58,836 | $16M | 9.0% | N/A | 0.000% |  |
| 3/11/2026 | DUTCH ASSET Corp | 7,253 | $1.97M | 1.5% | N/A | 0.000% |  |
| 3/11/2026 | Larry Mathis Financial Planning LLC | 1,748 | $0.48M | 0.4% | N/A | 0.000% |  |
| 3/11/2026 | AG Campbell Advisory LLC | 18,077 | $4.91M | 1.6% | N/A | 0.000% |  |
| 3/11/2026 | Green Ridge Wealth Planning LLC | 33,921 | $9.22M | 4.7% | N/A | 0.000% |  |
| 3/11/2026 | Downshift Financial LLC | 1,711 | $0.47M | 0.3% | N/A | 0.000% |  |
| 3/10/2026 | Advisortrust Partners LLC | 27,246 | $7.41M | 3.3% | N/A | 0.000% |  |
| 3/10/2026 | PeakShares LLC | 4,172 | $1.13M | 1.1% | N/A | 0.000% |  |
| 3/10/2026 | Audent Global Asset Management LLC | 11,042 | $3M | 1.3% | -11.3% | 0.000% |  |
| 3/9/2026 | Rubicon Advisors GP | 49,477 | $13.45M | 12.4% | N/A | 0.000% |  |
| 3/9/2026 | Auto Owners Insurance Co | 4,028,421 | $109.52M | 0.0% | +27,086.0% | 0.027% |  |
| 3/9/2026 | Lifetime Wealth Management P.C. | 152 | $41K | 0.0% | N/A | 0.000% |  |
| 3/6/2026 | Union Savings Bank | 21,313 | $5.79M | 2.5% | N/A | 0.000% |  |
| 3/6/2026 | Hsbc Holdings PLC | 36,932,909 | $10.05B | 5.7% | -0.7% | 0.252% |  |
| 3/6/2026 | Redwood Family Wealth LLC | 28,334 | $7.70M | 7.6% | N/A | 0.000% |  |
| 3/6/2026 | Brighton Securities CORP. | 932 | $0.25M | 0.1% | -44.3% | 0.000% |  |
| 3/6/2026 | Cedarwood Wealth LLC | 19,007 | $4.85M | 5.5% | N/A | 0.000% |  |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 40,410 | $10.99M | 8.6% | N/A | 0.000% |  |
| 3/5/2026 | Mengis Capital Management Inc. | 141,833 | $38.56M | 6.7% | +2.9% | 0.001% |  |
| 3/5/2026 | Storen Legacy Partners LLC | 12,828 | $3.49M | 1.1% | N/A | 0.000% |  |
| 3/5/2026 | Worthington Financial Partners LLC | 6,387 | $1.74M | 1.5% | N/A | 0.000% |  |
| 3/5/2026 | Bayban | 17,397 | $4.73M | 4.2% | N/A | 0.000% |  |
| 3/5/2026 | Taylor Securities Services Inc. | 66,722 | $18.14M | 8.3% | N/A | 0.000% |  |
| 3/4/2026 | Compass Financial Group Inc. Ohio | 975 | $0.27M | 0.2% | N/A | 0.000% |  |
| 3/4/2026 | AG Campbell Advisory LLC | 22,377 | $6.08M | 1.8% | N/A | 0.000% |  |
| 3/4/2026 | Pure Financial Advisors LLC | 292,326 | $79.47M | 1.2% | +3.1% | 0.002% |  |
| 3/4/2026 | Rehmann Capital Advisory Group | 202,079 | $54.93M | 2.9% | +0.5% | 0.001% |  |
| 3/4/2026 | Hayek Kallen Investment Management | 134,653 | $36.61M | 12.0% | -1.5% | 0.001% |  |
| 3/4/2026 | SHP Wealth Management | 65,151 | $17.71M | 1.4% | N/A | 0.000% |  |
| 3/4/2026 | Keenan LLC | 2,914 | $0.79M | 0.7% | N/A | 0.000% |  |
| 3/4/2026 | BSN CAPITAL PARTNERS Ltd | 525,502 | $143.92M | 6.4% | N/A | 0.004% |  |
| 3/4/2026 | Stenger Family Office LLC | 94,564 | $25.71M | 5.3% | -1.2% | 0.001% |  |
| 3/4/2026 | Financial Avengers Inc. | 89,442 | $24.32M | 10.0% | -2.5% | 0.001% |  |
| 3/3/2026 | Midway Capital Research & Management | 23,796 | $6.47M | 6.3% | N/A | 0.000% |  |
| 3/3/2026 | Employees Provident Fund Board | 1,324,583 | $360.10M | 2.6% | N/A | 0.009% |  |
| 3/3/2026 | Strategic Advisory Partners LLC | 4,531 | $1.23M | 1.0% | N/A | 0.000% |  |
| 3/3/2026 | S Harris Financial Group LLC | 4,469 | $1.22M | 1.2% | N/A | 0.000% |  |
| 3/3/2026 | EJMK Ventures LLC | 25,142 | $6.84M | 4.2% | N/A | 0.000% |  |
| 3/3/2026 | Targeted Financial Services LLC | 8,154 | $2.22M | 1.9% | N/A | 0.000% |  |
| 3/3/2026 | WMS Group LLC | 16,865 | $4.58M | 5.8% | N/A | 0.000% |  |
| 3/3/2026 | Tulsa Wealth Advisors INC | 85,294 | $23.19M | 7.7% | N/A | 0.001% |  |
| 3/3/2026 | Integrated Investment Consultants LLC | 41,609 | $11.31M | 2.2% | -7.3% | 0.000% |  |
| 3/3/2026 | hemming& Wealth Management Inc. | 1,753 | $0.48M | 0.3% | N/A | 0.000% |  |
| 3/3/2026 | Koenig Investment Advisory LLC | 4,121 | $1.13M | 0.9% | N/A | 0.000% |  |
| 3/3/2026 | NWF Advisory Services Inc. | 130,927 | $35.59M | 3.9% | +1.3% | 0.001% |  |
| 3/3/2026 | Bank of Hawaii | 166,346 | $45.22M | 2.2% | +5.4% | 0.001% |  |
| 3/2/2026 | Cogent Strategic Wealth LLC | 2,408 | $0.60M | 0.7% | N/A | 0.000% |  |
| 3/2/2026 | Reflection Asset Management | 27,600 | $7.50M | 5.3% | N/A | 0.000% |  |
| 3/2/2026 | CFO Capital Management LLC | 42,877 | $11.66M | 8.7% | N/A | 0.000% |  |
| 3/2/2026 | Sankala Group LLC | 4,564 | $1.21M | 1.0% | N/A | 0.000% |  |
| 3/2/2026 | Tobam | 29,446 | $8.01M | 2.0% | +1,033.0% | 0.000% |  |
| 3/2/2026 | Amicus Financial Advisors LLC | 1,530 | $0.42M | 0.1% | N/A | 0.000% |  |
| 3/2/2026 | Clearwave Capital LLC | 16,712 | $4.54M | 3.4% | N/A | 0.000% |  |
| 3/2/2026 | NCM Capital Management LLC | 27,043 | $7.35M | 2.7% | -0.2% | 0.000% |  |
| 3/2/2026 | Wick Capital Partners LLC | 21,843 | $5.94M | 1.1% | +15.5% | 0.000% |  |
| 2/27/2026 | Southern Capital Services Inc. ADV | 23,403 | $6.36M | 4.0% | N/A | 0.000% |  |
| 2/27/2026 | Arwa LLC | 12,209 | $3.32M | 1.9% | N/A | 0.000% |  |
| 2/27/2026 | Instrumental Wealth LLC | 9,770 | $2.67M | 1.6% | +5.7% | 0.000% |  |
| 2/27/2026 | Cross Staff Investments Inc | 45,726 | $12.43M | 7.5% | -1.2% | 0.000% |  |
| 2/27/2026 | Financially in Tune LLC | 6,194 | $1.68M | 1.6% | N/A | 0.000% |  |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 56,422 | $15.16M | 3.6% | +6.3% | 0.000% |  |
| 2/27/2026 | OakTrust Wealth Advisors LLC | 1,933 | $0.53M | 0.5% | N/A | 0.000% |  |
| 2/27/2026 | Groupama Asset Managment | 1,261,671 | $342.86M | 5.0% | -1.4% | 0.009% |  |
| 2/26/2026 | Anchor Investment Management LLC | 130,632 | $35.51M | 2.9% | -2.0% | 0.001% |  |
| 2/26/2026 | TD Capital Management LLC | 21,186 | $5.76M | 0.5% | +1.9% | 0.000% |  |
| 2/26/2026 | BDFS Capital LLC | 10,914 | $2.97M | 1.5% | N/A | 0.000% |  |
| 2/26/2026 | SSA Swiss Advisors AG | 18,813 | $5.14M | 2.4% | -1.1% | 0.000% |  |
| 2/26/2026 | Banque Transatlantique SA | 993,167 | $269.54M | 6.5% | -2.7% | 0.007% |  |
| 2/25/2026 | Tempo Wealth LLC | 63,697 | $17.32M | 3.1% | N/A | 0.000% |  |
| 2/25/2026 | GFI Investment Counsel Ltd. | 2,764 | $0.75M | 0.1% | +11.5% | 0.000% |  |
| 2/25/2026 | Thryve Wealth Management LLC | 20,139 | $5.48M | 2.7% | N/A | 0.000% |  |
| 2/25/2026 | Mariner Investment Group LLC | 248,000 | $67.42M | 3.9% | N/A | 0.002% |  |
| 2/25/2026 | KW Wealth Management LLC | 16,597 | $4.51M | 6.8% | -2.4% | 0.000% |  |
| 2/25/2026 | Westshore Wealth LLC | 27,558 | $7.49M | 2.5% | -2.9% | 0.000% |  |
| 2/25/2026 | MidFirst Bank | 219,223 | $56.39M | 4.4% | N/A | 0.001% |  |
| 2/24/2026 | Alternative Investment Advisors LLC. | 6,727 | $1.83M | 0.8% | +12.2% | 0.000% |  |
| 2/24/2026 | DGS Capital Management LLC | 69,693 | $18.95M | 3.2% | +8.3% | 0.000% |  |
| 2/24/2026 | Ketron Financial | 70,404 | $19.14M | 6.4% | N/A | 0.000% |  |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 32,416 | $8.63M | 2.0% | -4.0% | 0.000% |  |
| 2/24/2026 | Chelsea Counsel Co. | 90,600 | $24.63M | 10.6% | -0.9% | 0.001% |  |
| 2/24/2026 | Coastline Complete Wealth LLC | 2,515 | $0.68M | 0.4% | N/A | 0.000% |  |
| 2/24/2026 | Barnes Wealth Management Group Inc | 18,852 | $5.13M | 2.7% | +0.9% | 0.000% |  |
| 2/24/2026 | SG Trading Solutions LLC | 95,526 | $25.97M | 6.0% | N/A | 0.001% |  |
| 2/24/2026 | Pacer Advisors Inc. | 1,580,324 | $429.63M | 0.6% | -5.8% | 0.011% |  |