| 11/17/2025 | Bank of America Corp DE | 126,003 | $1.53M | 0.0% | +34.6% | 0.000% |  |
| 11/17/2025 | Ameriprise Financial Inc. | 510,947 | $6.21M | 0.0% | +25.2% | 0.000% |  |
| 11/14/2025 | Raymond James Financial Inc. | 52,394 | $0.64M | 0.0% | +17.0% | 0.000% |  |
| 11/13/2025 | Invesco Ltd. | 347,858 | $4.23M | 0.0% | +0.4% | 0.000% |  |
| 11/13/2025 | UBS Group AG | 465,511 | $5.66M | 0.0% | -5.3% | 0.000% |  |
| 11/6/2025 | Advisors Asset Management Inc. | 405,643 | $4.93M | 0.1% | +15.1% | 0.000% |  |
| 11/4/2025 | Penserra Capital Management LLC | 745,433 | $9.06M | 0.1% | N/A | 0.000% |  |
| 11/4/2025 | Atlantic Union Bankshares Corp | 2,100 | $26K | 0.0% | N/A | 0.000% |  |
| 10/30/2025 | Hunter Associates Investment Management LLC | 17,500 | $0.21M | 0.0% | -22.2% | 0.000% |  |
| 10/29/2025 | QTR Family Wealth LLC | 27,000 | $0.33M | 0.2% | N/A | 0.000% |  |
| 10/29/2025 | Donoghue Forlines LLC | 939,719 | $11.42M | 3.5% | N/A | 0.000% |  |
| 10/27/2025 | Stephens Inc. AR | 13,090 | $0.16M | 0.0% | -8.4% | 0.000% |  |
| 10/23/2025 | Ethos Financial Group LLC | 316,298 | $3.84M | 0.3% | +1.4% | 0.000% |  |
| 10/22/2025 | D.A. Davidson & CO. | 10,388 | $0.13M | 0.0% | N/A | 0.000% |  |
| 10/21/2025 | Global Retirement Partners LLC | 32,593 | $0.40M | 0.0% | +5.5% | 0.000% |  |
| 9/4/2025 | Osaic Holdings Inc. | 58,029 | $0.73M | 0.0% | +5.7% | 0.000% |  |
| 8/18/2025 | Geneos Wealth Management Inc. | 3,798 | $48K | 0.0% | -24.0% | 0.000% |  |
| 8/15/2025 | MML Investors Services LLC | 100,585 | $1.26M | 0.0% | -0.9% | 0.000% |  |
| 8/15/2025 | Bank of America Corp DE | 93,643 | $1.17M | 0.0% | +30.4% | 0.000% |  |
| 8/15/2025 | Ameriprise Financial Inc. | 407,988 | $5.11M | 0.0% | -39.6% | 0.000% |  |
| 8/14/2025 | Jane Street Group LLC | 11,039 | $0.14M | 0.0% | N/A | 0.000% |  |
| 8/14/2025 | Ausdal Financial Partners Inc. | 12,000 | $0.15M | 0.0% | N/A | 0.000% |  |
| 8/14/2025 | Raymond James Financial Inc. | 44,796 | $0.56M | 0.0% | -34.9% | 0.000% |  |
| 8/14/2025 | Cary Street Partners Financial LLC | 18,349 | $0.23M | 0.0% | +83.5% | 0.000% |  |
| 8/13/2025 | Baird Financial Group Inc. | 160,791 | $2.01M | 0.0% | +33.2% | 0.000% |  |
| 8/13/2025 | Guggenheim Capital LLC | 1,374,019 | $17.20M | 0.1% | +15.7% | 0.000% |  |
| 8/13/2025 | Invesco Ltd. | 346,341 | $4.34M | 0.0% | -0.3% | 0.000% |  |
| 8/13/2025 | Virtus Investment Advisers LLC | 61,652 | $0.77M | 0.3% | -23.2% | 0.000% |  |
| 8/12/2025 | Advisors Asset Management Inc. | 352,519 | $4.41M | 0.1% | -12.0% | 0.000% |  |
| 8/12/2025 | Global Retirement Partners LLC | 30,897 | $0.39M | 0.0% | N/A | 0.000% |  |
| 8/8/2025 | Rockefeller Capital Management L.P. | 17,209 | $0.22M | 0.0% | +6.2% | 0.000% |  |
| 8/8/2025 | Cetera Investment Advisers | 18,532 | $0.23M | 0.0% | N/A | 0.000% |  |
| 8/6/2025 | Ethos Financial Group LLC | 312,042 | $3.91M | 0.3% | -7.6% | 0.000% |  |
| 7/24/2025 | Trust Co. of Toledo NA OH | 3,920 | $49K | 0.0% | N/A | 0.000% |  |
| 7/17/2025 | Wagner Wealth Management LLC | 23,591 | $0.30M | 0.1% | -12.2% | 0.000% |  |
| 7/9/2025 | Reyes Financial Architecture Inc. | 4,625 | $58K | 0.1% | N/A | 0.000% |  |
| 5/16/2025 | Advisors Asset Management Inc. | 400,607 | $4.98M | 0.1% | +7.1% | 0.000% |  |
| 5/15/2025 | Royal Bank of Canada | 46,577 | $0.58M | 0.0% | +12.0% | 0.000% |  |
| 5/15/2025 | Centric Wealth Management | 19,859 | $0.25M | 0.1% | N/A | 0.000% |  |
| 5/14/2025 | Guggenheim Capital LLC | 1,187,271 | $14.75M | 0.1% | +20.9% | 0.000% |  |
| 5/13/2025 | Ethos Financial Group LLC | 337,628 | $4.19M | 0.4% | N/A | 0.000% |  |
| 5/12/2025 | Invesco Ltd. | 347,357 | $4.31M | 0.0% | +10.6% | 0.000% |  |
| 5/8/2025 | ProVise Management Group LLC | 45,918 | $0.57M | 0.0% | -2.2% | 0.000% |  |
| 5/7/2025 | LPL Financial LLC | 619,277 | $7.69M | 0.0% | +27.3% | 0.000% |  |
| 5/6/2025 | Avantax Advisory Services Inc. | 34,403 | $0.43M | 0.0% | +4.2% | 0.000% |  |
| 5/5/2025 | Cassaday & Co Wealth Management LLC | 10,941 | $0.14M | 0.0% | N/A | 0.000% |  |
| 5/5/2025 | Private Advisor Group LLC | 20,349 | $0.25M | 0.0% | +65.0% | 0.000% |  |
| 5/2/2025 | Graypoint LLC | 200,386 | $2.49M | 0.2% | +2.9% | 0.000% |  |
| 5/2/2025 | Melfa Wealth Management Inc. | 78,722 | $0.98M | 0.7% | -8.7% | 0.000% |  |
| 4/17/2025 | Sowell Financial Services LLC | 14,319 | $0.18M | 0.0% | N/A | 0.000% |  |
| 4/17/2025 | Janney Montgomery Scott LLC | 24,028 | $0.30M | 0.0% | +14.8% | 0.000% |  |
| 2/18/2025 | Elequin Capital LP | 4,453 | $57K | 0.0% | N/A | 0.000% |  |
| 2/17/2025 | Cary Street Partners Financial LLC | 10,000 | $0.13M | 0.0% | N/A | 0.000% |  |
| 2/17/2025 | Baird Financial Group Inc. | 121,418 | $1.56M | 0.0% | -8.1% | 0.000% |  |
| 2/17/2025 | Bank of America Corp DE | 68,819 | $0.89M | 0.0% | -1.5% | 0.000% |  |
| 2/17/2025 | Ameriprise Financial Inc. | 630,386 | $8.11M | 0.0% | -1.9% | 0.000% |  |
| 2/14/2025 | Virtus ETF Advisers LLC | 57,814 | $0.74M | 0.3% | +17.2% | 0.000% |  |
| 2/14/2025 | MML Investors Services LLC | 98,517 | $1.27M | 0.0% | +1.7% | 0.000% |  |
| 2/13/2025 | Guggenheim Capital LLC | 981,677 | $12.62M | 0.1% | +38.7% | 0.000% |  |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 23,206 | $0.30M | 0.1% | N/A | 0.000% |  |
| 2/13/2025 | XTX Topco Ltd | 11,278 | $0.15M | 0.0% | N/A | 0.000% |  |
| 2/13/2025 | Cohen & Steers Inc. | 79,865 | $1.03M | 0.0% | -22.8% | 0.000% |  |
| 2/13/2025 | Raymond James Financial Inc. | 54,810 | $0.71M | 0.0% | N/A | 0.000% |  |
| 2/13/2025 | Invesco Ltd. | 313,967 | $4.04M | 0.0% | -2.3% | 0.000% |  |
| 2/13/2025 | Wells Fargo & Company MN | 71,547 | $0.92M | 0.0% | -2.3% | 0.000% |  |
| 2/12/2025 | StoneX Group Inc. | 14,631 | $0.19M | 0.0% | N/A | 0.000% |  |
| 2/11/2025 | LPL Financial LLC | 486,324 | $6.25M | 0.0% | +19.3% | 0.000% |  |
| 2/11/2025 | ProVise Management Group LLC | 46,929 | $0.60M | 0.1% | -8.5% | 0.000% |  |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,068 | $0.14M | 0.0% | -17.0% | 0.000% |  |
| 2/10/2025 | Avantax Advisory Services Inc. | 33,005 | $0.42M | 0.0% | +60.5% | 0.000% |  |
| 2/6/2025 | Raymond James Financial Inc. | 54,810 | $0.71M | 0.0% | N/A | 0.000% |  |
| 2/6/2025 | Cullen Frost Bankers Inc. | 3,129 | $40K | 0.0% | -37.4% | 0.000% |  |
| 2/4/2025 | MONECO Advisors LLC | 23,125 | $0.30M | 0.0% | -5.1% | 0.000% |  |
| 2/3/2025 | Waterfront Wealth Inc. | 10,638 | $0.14M | 0.0% | -84.6% | 0.000% |  |
| 1/31/2025 | Global Retirement Partners LLC | 32,667 | $0.42M | 0.0% | -10.0% | 0.000% |  |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,837 | $0.19M | 0.0% | -61.0% | 0.000% |  |
| 1/29/2025 | Wagner Wealth Management LLC | 26,375 | $0.34M | 0.1% | -11.8% | 0.000% |  |
| 1/17/2025 | Melfa Wealth Management Inc. | 86,197 | $1.11M | 0.7% | -9.8% | 0.000% |  |
| 1/15/2025 | Client First Capital LLC | 16,921 | $0.22M | 0.1% | N/A | 0.000% |  |
| 1/10/2025 | Graypoint LLC | 194,738 | $2.50M | 0.2% | +2.8% | 0.000% |  |
| 11/15/2024 | MML Investors Services LLC | 96,891 | $1.25M | 0.0% | +2.7% | 0.000% |  |
| 11/13/2024 | Horizon Kinetics Asset Management LLC | 19,778 | $0.26M | 0.0% | +56.0% | 0.000% |  |
| 11/12/2024 | Penserra Capital Management LLC | 640,218 | $8.28M | 0.2% | N/A | 0.000% |  |
| 11/8/2024 | Advisors Asset Management Inc. | 373,833 | $4.84M | 0.1% | -0.4% | 0.000% |  |
| 10/31/2024 | Graypoint LLC | 189,418 | $2.45M | 0.2% | +2.8% | 0.000% |  |
| 10/25/2024 | MONECO Advisors LLC | 24,377 | $0.32M | 0.0% | +5.0% | 0.000% |  |
| 10/24/2024 | Hunter Associates Investment Management LLC | 22,500 | $0.29M | 0.0% | -13.5% | 0.000% |  |
| 10/22/2024 | Private Advisor Group LLC | 11,714 | $0.15M | 0.0% | N/A | 0.000% |  |
| 10/16/2024 | Global Retirement Partners LLC | 36,299 | $0.47M | 0.0% | -64.9% | 0.000% |  |
| 10/15/2024 | Shulman DeMeo Asset Management LLC | 17,858 | $0.23M | 0.1% | -5.0% | 0.000% |  |
| 10/11/2024 | Wagner Wealth Management LLC | 29,903 | $0.39M | 0.1% | -24.8% | 0.000% |  |
| 8/1/2024 | Waterfront Wealth Inc. | 102,705 | $1.31M | 0.4% | -1.1% | 0.000% |  |
| 7/31/2024 | Graypoint LLC | 184,212 | $2.35M | 0.2% | +2.8% | 0.000% |  |
| 7/15/2024 | Melfa Wealth Management Inc. | 96,877 | $1.24M | 0.9% | -3.5% | 0.000% |  |
| 7/10/2024 | Mid American Wealth Advisory Group Inc. | 11,467 | $0.15M | 0.1% | -22.9% | 0.000% |  |
| 5/14/2024 | Advisors Asset Management Inc. | 422,855 | $5.49M | 0.1% | +6.4% | 0.000% |  |
| 5/9/2024 | ProVise Management Group LLC | 51,280 | $0.67M | 0.1% | -3.2% | 0.000% |  |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,735 | $0.24M | 0.0% | +12.7% | 0.000% |  |
| 5/2/2024 | Graypoint LLC | 179,139 | $2.33M | 0.2% | +2.9% | 0.000% |  |
| 4/26/2024 | MONECO Advisors LLC | 23,227 | $0.30M | 0.0% | +31.6% | 0.000% |  |