| 2/6/2026 | Global Retirement Partners LLC | 3,460 | $51K | 0.0% | N/A | 0.000% |  |
| 2/4/2026 | World Investment Advisors | 31,650 | $0.47M | 0.0% | N/A | 0.000% |  |
| 2/2/2026 | Wolverine Asset Management LLC | 178,436 | $2.62M | 0.0% | +391.7% | 0.000% |  |
| 1/26/2026 | CWM LLC | 2,656 | $39K | 0.0% | -87.8% | 0.000% |  |
| 11/17/2025 | Citadel Advisors LLC | 12,186 | $0.19M | 0.0% | N/A | 0.000% |  |
| 11/17/2025 | Bank of America Corp DE | 224,695 | $3.43M | 0.0% | +6.2% | 0.000% |  |
| 11/17/2025 | Allium Financial Advisors LLC | 13,420 | $0.21M | 0.2% | N/A | 0.000% |  |
| 11/14/2025 | Raymond James Financial Inc. | 126,799 | $1.94M | 0.0% | -4.5% | 0.000% |  |
| 11/13/2025 | Pathstone Holdings LLC | 286,476 | $4.38M | 0.0% | -51.6% | 0.000% |  |
| 11/13/2025 | UBS Group AG | 38,101 | $0.58M | 0.0% | -48.1% | 0.000% |  |
| 11/12/2025 | Consolidated Portfolio Review Corp | 172,072 | $2.63M | 0.3% | +19.5% | 0.000% |  |
| 11/12/2025 | US Bancorp DE | 6,451 | $99K | 0.0% | N/A | 0.000% |  |
| 11/10/2025 | Adapt Wealth Advisors LLC | 23,515 | $0.36M | 0.1% | N/A | 0.000% |  |
| 11/6/2025 | Advisors Asset Management Inc. | 392,578 | $6M | 0.1% | +0.8% | 0.000% |  |
| 11/6/2025 | Prospera Financial Services Inc | 27,327 | $0.42M | 0.0% | -18.4% | 0.000% |  |
| 11/6/2025 | LexAurum Advisors LLC | 91,999 | $1.41M | 0.2% | -6.3% | 0.000% |  |
| 11/5/2025 | Moloney Securities Asset Management LLC | 55,536 | $0.85M | 0.1% | +12.6% | 0.000% |  |
| 10/28/2025 | Wolverine Asset Management LLC | 36,290 | $0.56M | 0.0% | -49.3% | 0.000% |  |
| 10/21/2025 | Pettinga Financial Advisors LLC | 12,835 | $0.20M | 0.0% | -8.8% | 0.000% |  |
| 10/15/2025 | CWM LLC | 21,839 | $0.33M | 0.0% | -8.6% | 0.000% |  |
| 9/4/2025 | Osaic Holdings Inc. | 10,171 | $0.15M | 0.0% | +58.0% | 0.000% |  |
| 9/4/2025 | Beacon Capital Management Inc. | 83,500 | $1.27M | 0.1% | +40.3% | 0.000% |  |
| 8/15/2025 | Bank of America Corp DE | 211,531 | $3.21M | 0.0% | -4.0% | 0.000% |  |
| 8/14/2025 | Raymond James Financial Inc. | 132,791 | $2.02M | 0.0% | +1.6% | 0.000% |  |
| 8/12/2025 | Advisors Asset Management Inc. | 389,312 | $5.91M | 0.1% | +29.4% | 0.000% |  |
| 8/8/2025 | Cornerstone Advisors LLC | 19,100 | $0.29M | 0.0% | N/A | 0.000% |  |
| 8/8/2025 | Cetera Investment Advisers | 27,229 | $0.41M | 0.0% | +9.4% | 0.000% |  |
| 8/7/2025 | Samalin Investment Counsel LLC | 15,041 | $0.23M | 0.1% | +10.8% | 0.000% |  |
| 8/6/2025 | Prospera Financial Services Inc | 33,475 | $0.51M | 0.0% | N/A | 0.000% |  |
| 8/4/2025 | Wolverine Asset Management LLC | 71,646 | $1.09M | 0.0% | +292.3% | 0.000% |  |
| 8/1/2025 | Envestnet Asset Management Inc. | 25,665 | $0.39M | 0.0% | +7.2% | 0.000% |  |
| 7/31/2025 | Moloney Securities Asset Management LLC | 49,323 | $0.75M | 0.1% | -41.8% | 0.000% |  |
| 7/25/2025 | CWM LLC | 23,898 | $0.36M | 0.0% | +802.5% | 0.000% |  |
| 7/18/2025 | Consolidated Portfolio Review Corp | 144,035 | $2.19M | 0.3% | +29.7% | 0.000% |  |
| 7/17/2025 | LexAurum Advisors LLC | 98,166 | $1.49M | 0.2% | -3.4% | 0.000% |  |
| 5/21/2025 | Beacon Capital Management Inc. | 59,500 | $0.90M | 0.0% | N/A | 0.000% |  |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,527 | $54K | 0.0% | +575.7% | 0.000% |  |
| 5/19/2025 | Jane Street Group LLC | 11,667 | $0.18M | 0.0% | N/A | 0.000% |  |
| 5/16/2025 | Concorde Asset Management LLC | 24,700 | $0.38M | 0.2% | +6.9% | 0.000% |  |
| 5/16/2025 | Advisors Asset Management Inc. | 300,783 | $4.61M | 0.1% | +76.1% | 0.000% |  |
| 5/15/2025 | Royal Bank of Canada | 131,882 | $2.02M | 0.0% | +21.4% | 0.000% |  |
| 5/14/2025 | Comerica Bank | 2,481 | $38K | 0.0% | -23.9% | 0.000% |  |
| 5/13/2025 | Elequin Capital LP | 2,449 | $38K | 0.0% | N/A | 0.000% |  |
| 5/12/2025 | Virtu Financial LLC | 11,109 | $0.17M | 0.0% | N/A | 0.000% |  |
| 5/12/2025 | Wolverine Asset Management LLC | 18,264 | $0.28M | 0.0% | +39.9% | 0.000% |  |
| 5/9/2025 | Atria Wealth Solutions Inc. | 24,225 | $0.37M | 0.0% | +8.0% | 0.000% |  |
| 5/6/2025 | Cetera Investment Advisers | 24,883 | $0.38M | 0.0% | +24.3% | 0.000% |  |
| 5/6/2025 | Wedbush Securities Inc. | 13,400 | $0.21M | 0.0% | -5.6% | 0.000% |  |
| 5/2/2025 | Pettinga Financial Advisors LLC | 14,569 | $0.22M | 0.1% | -24.4% | 0.000% |  |
| 5/2/2025 | Larson Financial Group LLC | 1,700 | $26K | 0.0% | +88.9% | 0.000% |  |
| 5/1/2025 | CWM LLC | 2,648 | $41K | 0.0% | +1,689.2% | 0.000% |  |
| 4/30/2025 | Moloney Securities Asset Management LLC | 84,737 | $1.30M | 0.2% | +9.3% | 0.000% |  |
| 4/29/2025 | Envestnet Asset Management Inc. | 23,935 | $0.37M | 0.0% | N/A | 0.000% |  |
| 4/23/2025 | Consolidated Portfolio Review Corp | 111,054 | $1.70M | 0.3% | +50.1% | 0.000% |  |
| 4/14/2025 | LexAurum Advisors LLC | 101,653 | $1.56M | 0.3% | -9.0% | 0.000% |  |
| 2/18/2025 | Pettinga Financial Advisors LLC | 19,278 | $0.29M | 0.1% | N/A | 0.000% |  |
| 2/17/2025 | Pathstone Holdings LLC | 741,215 | $10.96M | 0.0% | +8.0% | 0.000% |  |
| 2/17/2025 | Cetera Investment Advisers | 20,026 | $0.30M | 0.0% | +48.8% | 0.000% |  |
| 2/17/2025 | Citadel Advisors LLC | 15,587 | $0.23M | 0.0% | -44.4% | 0.000% |  |
| 2/17/2025 | Bank of America Corp DE | 318,997 | $4.72M | 0.0% | +28.2% | 0.000% |  |
| 2/13/2025 | Concorde Asset Management LLC | 23,100 | $0.34M | 0.2% | +6.9% | 0.000% |  |
| 2/13/2025 | Raymond James Financial Inc. | 123,174 | $1.82M | 0.0% | N/A | 0.000% |  |
| 2/13/2025 | Wells Fargo & Company MN | 214,158 | $3.17M | 0.0% | +157.6% | 0.000% |  |
| 2/11/2025 | LPL Financial LLC | 19,463 | $0.29M | 0.0% | -5.8% | 0.000% |  |
| 2/11/2025 | Samalin Investment Counsel LLC | 13,287 | $0.20M | 0.1% | N/A | 0.000% |  |
| 2/10/2025 | Advisors Asset Management Inc. | 170,779 | $2.52M | 0.0% | +142.2% | 0.000% |  |
| 2/10/2025 | Commonwealth Equity Services LLC | 51,330 | $0.76M | 0.0% | +11.6% | 0.000% |  |
| 2/7/2025 | PNC Financial Services Group Inc. | 12,618 | $0.19M | 0.0% | N/A | 0.000% |  |
| 2/6/2025 | Raymond James Financial Inc. | 123,174 | $1.82M | 0.0% | N/A | 0.000% |  |
| 2/3/2025 | Wolverine Asset Management LLC | 13,059 | $0.19M | 0.0% | N/A | 0.000% |  |
| 1/29/2025 | DecisionPoint Financial LLC | 2,022 | $30K | 0.0% | N/A | 0.000% |  |
| 1/28/2025 | Moloney Securities Asset Management LLC | 77,514 | $1.15M | 0.2% | +1.5% | 0.000% |  |
| 1/27/2025 | Consolidated Portfolio Review Corp | 73,987 | $1.09M | 0.2% | +16.2% | 0.000% |  |
| 1/21/2025 | LexAurum Advisors LLC | 111,651 | $1.65M | 0.3% | -7.0% | 0.000% |  |
| 11/15/2024 | Stifel Financial Corp | 18,342 | $0.31M | 0.0% | +19.1% | 0.000% |  |
| 11/12/2024 | Concorde Asset Management LLC | 21,600 | $0.37M | 0.2% | +25.6% | 0.000% |  |
| 11/8/2024 | Advisors Asset Management Inc. | 70,507 | $1.21M | 0.0% | N/A | 0.000% |  |
| 11/7/2024 | Pathstone Holdings LLC | 686,575 | $11.74M | 0.1% | -29.7% | 0.000% |  |
| 11/6/2024 | Oppenheimer & Co. Inc. | 27,055 | $0.46M | 0.0% | +22.1% | 0.000% |  |
| 10/30/2024 | Moloney Securities Asset Management LLC | 76,373 | $1.31M | 0.2% | +66.0% | 0.000% |  |
| 10/24/2024 | Consolidated Portfolio Review Corp | 63,679 | $1.09M | 0.2% | +2.3% | 0.000% |  |
| 10/17/2024 | LexAurum Advisors LLC | 120,023 | $2.05M | 0.5% | -3.9% | 0.000% |  |
| 8/12/2024 | Concorde Asset Management LLC | 17,200 | $0.25M | 0.2% | N/A | 0.000% |  |
| 8/8/2024 | Prevail Innovative Wealth Advisors LLC | 81,852 | $1.17M | 0.4% | +13.5% | 0.000% |  |
| 8/1/2024 | Consolidated Portfolio Review Corp | 62,224 | $0.89M | 0.2% | +345.3% | 0.000% |  |
| 7/31/2024 | Commonwealth Equity Services LLC | 30,112 | $0.43M | 0.0% | +6.5% | 0.000% |  |
| 7/30/2024 | Moloney Securities Asset Management LLC | 46,009 | $0.66M | 0.1% | +2.4% | 0.000% |  |
| 5/17/2024 | Comerica Bank | 3,105 | $46K | 0.0% | -64.2% | 0.000% |  |
| 5/10/2024 | City of London Investment Management Co. Ltd. | 19,090 | $0.28M | 0.0% | -58.0% | 0.000% |  |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 72,129 | $1.06M | 0.4% | +21.7% | 0.000% |  |
| 5/7/2024 | Oppenheimer & Co. Inc. | 22,662 | $0.33M | 0.0% | -6.7% | 0.000% |  |
| 5/2/2024 | Moloney Securities Asset Management LLC | 44,924 | $0.66M | 0.1% | +8.0% | 0.000% |  |
| 4/30/2024 | Consolidated Portfolio Review Corp | 13,975 | $0.21M | 0.1% | N/A | 0.000% |  |
| 4/22/2024 | PFG Investments LLC | 13,975 | $0.21M | 0.0% | N/A | 0.000% |  |
| 4/10/2024 | LexAurum Advisors LLC | 127,920 | $1.89M | 0.5% | -14.9% | 0.000% |  |