| 4/11/2025 | Impact Capital Partners LLC | 5,948 | $0.30M | 0.1% | N/A | 0.915% |  |
| 4/10/2025 | Richard P Slaughter Associates Inc | 12,362 | $0.62M | 0.1% | +37.9% | 1.902% |  |
| 4/9/2025 | Sweeney & Michel LLC | 8,017 | $0.40M | 0.2% | N/A | 1.233% |  |
| 3/17/2025 | Members Wealth LLC | 8,368 | $0.42M | 0.3% | N/A | 1.287% |  |
| 2/17/2025 | Capital Advantage Inc. | 4,816 | $0.24M | 0.0% | N/A | 0.741% |  |
| 2/17/2025 | Cetera Investment Advisers | 7,915 | $0.40M | 0.0% | N/A | 1.218% |  |
| 2/14/2025 | Integrated Wealth Concepts LLC | 18,842 | $0.95M | 0.0% | +280.1% | 2.899% |  |
| 2/13/2025 | NewEdge Advisors LLC | 17,442 | $0.88M | 0.0% | -36.2% | 2.683% |  |
| 2/13/2025 | Savvy Advisors Inc. | 6,860 | $0.34M | 0.0% | +13.8% | 1.055% |  |
| 2/7/2025 | Citizens Financial Group Inc. RI | 71,921 | $3.61M | 0.1% | +0.8% | 11.065% |  |
| 2/3/2025 | Financial Management Network Inc. | 25,160 | $1.26M | 0.3% | +488.1% | 3.871% |  |
| 1/23/2025 | TriaGen Wealth Management LLC | 11,531 | $0.58M | 0.2% | +2.0% | 1.774% |  |
| 1/14/2025 | Richard P Slaughter Associates Inc | 8,962 | $0.45M | 0.1% | +13.7% | 1.379% |  |
| 1/13/2025 | Elmwood Wealth Management Inc. | 124,817 | $6.26M | 2.5% | +6.4% | 19.203% |  |
| 11/15/2024 | Jane Street Group LLC | 5,931 | $0.30M | 0.0% | -82.9% | 0.912% |  |
| 11/15/2024 | Integrated Wealth Concepts LLC | 4,957 | $0.25M | 0.0% | N/A | 0.763% |  |
| 11/8/2024 | Citizens Financial Group Inc. RI | 71,332 | $3.60M | 0.1% | +1.7% | 10.974% |  |
| 11/4/2024 | TRU Independence Asset Management 2 LLC | 9,137 | $0.46M | 0.4% | N/A | 1.406% |  |
| 10/23/2024 | Financial Management Network Inc. | 4,278 | $0.22M | 0.0% | N/A | 0.658% |  |
| 10/18/2024 | TriaGen Wealth Management LLC | 11,300 | $0.57M | 0.2% | +64.6% | 1.738% |  |
| 10/11/2024 | Elmwood Wealth Management Inc. | 117,353 | $5.93M | 2.4% | -0.7% | 18.054% |  |
| 10/7/2024 | Richard P Slaughter Associates Inc | 7,879 | $0.40M | 0.1% | N/A | 1.212% |  |
| 10/7/2024 | Alpha Financial Partners LLC | 5,935 | $0.30M | 0.2% | N/A | 0.913% |  |
| 8/16/2024 | NewEdge Advisors LLC | 21,806 | $1.10M | 0.0% | N/A | 3.355% |  |
| 8/9/2024 | Citizens Financial Group Inc. RI | 70,163 | $3.52M | 0.1% | +0.6% | 10.794% |  |
| 8/8/2024 | Bell Investment Advisors Inc | 7,538 | $0.38M | 0.1% | +641.9% | 1.160% |  |
| 7/26/2024 | AlphaStar Capital Management LLC | 7,818 | $0.39M | 0.0% | +28.8% | 1.203% |  |
| 7/18/2024 | TriaGen Wealth Management LLC | 6,867 | $0.35M | 0.1% | +33.7% | 1.056% |  |
| 5/17/2024 | Citizens Financial Group Inc. RI | 69,731 | $3.50M | 0.1% | +2.5% | 15.496% |  |
| 5/15/2024 | Manhattan West Asset Management LLC | 64,057 | $3.22M | 0.8% | +181.3% | 14.235% |  |
| 4/23/2024 | TriaGen Wealth Management LLC | 5,138 | $0.26M | 0.1% | N/A | 1.285% |  |
| 4/5/2024 | Compass Wealth Management LLC | 2,581 | $0.13M | 0.0% | N/A | 0.645% |  |
| 2/12/2024 | Manhattan West Asset Management LLC | 22,769 | $1.15M | 0.3% | N/A | 5.692% |  |
| 2/2/2024 | Citizens Financial Group Inc. RI | 68,033 | $3.42M | 0.1% | N/A | 17.008% |  |
| 1/30/2024 | Elmwood Wealth Management Inc. | 8,751 | $0.44M | 0.3% | N/A | 2.188% |  |