| 9/11/2026 | Talon Private Wealth LLC | 52,985 | $0.57M | 0.1% | +2.8% | 0.014% |  |
| 9/9/2026 | Tortoise Investment Management LLC | 70,472 | $0.76M | 0.1% | +2.1% | 0.019% |  |
| 9/9/2026 | Sequoia Financial Advisors LLC | 86,734 | $0.94M | 0.0% | +531.8% | 0.023% |  |
| 9/9/2026 | MCF Advisors LLC | 5,359 | $58K | 0.0% | -29.8% | 0.001% |  |
| 9/9/2026 | Integrated Wealth Concepts LLC | 10,259 | $0.11M | 0.0% | N/A | 0.003% |  |
| 9/9/2026 | NewEdge Advisors LLC | 107,762 | $1.16M | 0.0% | +96.5% | 0.029% |  |
| 9/9/2026 | IFP Advisors Inc | 16,082 | $0.17M | 0.0% | +186.8% | 0.004% |  |
| 9/9/2026 | Baird Financial Group Inc. | 2,151,985 | $23.22M | 0.0% | +3.7% | 0.571% |  |
| 8/27/2026 | Corient Private Wealth LP | 29,927 | $0.32M | 0.0% | -9.7% | 0.008% |  |
| 8/26/2026 | HighTower Advisors LLC | 41,800 | $0.45M | 0.0% | -13.3% | 0.011% |  |
| 8/22/2026 | Advisory Solutions Group LLC | 13,990 | $0.15M | 0.1% | N/A | 0.004% |  |
| 8/22/2026 | Concurrent Investment Advisors LLC | 148,725 | $1.61M | 0.0% | +13.0% | 0.039% |  |
| 8/21/2026 | Independence Bank of Kentucky | 3,802 | $41K | 0.0% | -47.6% | 0.001% |  |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 20,620 | $0.22M | 0.0% | -75.0% | 0.005% |  |
| 8/19/2026 | Kingsview Wealth Management LLC | 278,300 | $3M | 0.0% | N/A | 0.074% |  |
| 8/18/2026 | Beacon Pointe Advisors LLC | 138,904 | $1.50M | 0.0% | N/A | 0.037% |  |
| 8/18/2026 | Pin Oak Investment Advisors Inc. | 9,750 | $0.11M | 0.1% | N/A | 0.003% |  |
| 8/18/2026 | Glenview Trust Co | 10,563 | $0.11M | 0.0% | N/A | 0.003% |  |
| 8/18/2026 | Equitable Holdings Inc. | 41,622 | $0.45M | 0.0% | N/A | 0.011% |  |
| 8/17/2026 | Corient Private Wealth LP | 33,138 | $0.36M | 0.0% | N/A | 0.009% |  |
| 8/17/2026 | Ausdal Financial Partners Inc. | 29,981 | $0.32M | 0.0% | N/A | 0.008% |  |
| 8/17/2026 | Bank of America Corp DE | 1,013,206 | $10.93M | 0.0% | N/A | 0.269% |  |
| 8/14/2026 | Whalen Wealth Management Inc. | 10,552 | $0.11M | 0.1% | N/A | 0.003% |  |
| 8/13/2026 | Sanctuary Advisors LLC | 38,053 | $0.41M | 0.0% | N/A | 0.010% |  |
| 8/12/2026 | Commerce Bank | 165,860 | $1.79M | 0.0% | N/A | 0.044% |  |
| 8/12/2026 | Northwestern Mutual Wealth Management Co. | 20,620 | $0.22M | 0.0% | N/A | 0.005% |  |
| 8/12/2026 | EP Wealth Advisors LLC | 14,212 | $0.15M | 0.0% | N/A | 0.004% |  |
| 8/11/2026 | OneAscent Financial Services LLC | 13,923 | $0.15M | 0.0% | N/A | 0.004% |  |
| 8/11/2026 | Allworth Financial LP | 17,595 | $0.19M | 0.0% | N/A | 0.005% |  |
| 8/10/2026 | Balanced Wealth Group LLC | 32,174 | $0.35M | 0.1% | N/A | 0.009% |  |
| 8/10/2026 | Diversify Advisory Services LLC | 11,679 | $0.13M | 0.0% | N/A | 0.003% |  |
| 8/7/2026 | Tortoise Investment Management LLC | 70,472 | $0.76M | 0.1% | N/A | 0.019% |  |
| 8/7/2026 | OneDigital Investment Advisors LLC | 26,307 | $0.28M | 0.0% | N/A | 0.007% |  |
| 8/7/2026 | Roman Butler Fullerton & Co. | 30,343 | $0.34M | 0.1% | N/A | 0.008% |  |
| 8/7/2026 | Wealthspan Partners LLC | 21,599 | $0.23M | 0.1% | N/A | 0.006% |  |
| 8/7/2026 | N.E.W. Advisory Services LLC | 544,615 | $5.88M | 0.4% | N/A | 0.145% |  |
| 8/7/2026 | HBK Sorce Advisory LLC | 22,141 | $0.24M | 0.0% | N/A | 0.006% |  |
| 8/6/2026 | Global Retirement Partners LLC | 2,852 | $31K | 0.0% | N/A | 0.001% |  |
| 8/6/2026 | Maridea Wealth Management LLC | 26,655 | $0.29M | 0.0% | N/A | 0.007% |  |
| 7/10/2026 | Kentucky Trust Co | 683,791 | $7.38M | 3.5% | +1.2% | 0.181% |  |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,117,703 | $12.06M | 1.3% | -9.2% | 0.297% |  |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 37,718 | $0.41M | 0.0% | -3.5% | 0.010% |  |
| 7/9/2026 | Contravisory Investment Management Inc. | 10,800 | $0.12M | 0.0% | -21.7% | 0.003% |  |
| 7/8/2026 | First Heartland Consultants Inc. | 335,016 | $3.62M | 0.2% | +4.9% | 0.089% |  |
| 7/6/2026 | RDA Financial Network | 344,768 | $3.72M | 0.8% | +24.6% | 0.091% |  |
| 6/3/2026 | NewEdge Advisors LLC | 54,844 | $0.57M | 0.0% | -21.6% | 0.015% |  |
| 6/1/2026 | First Nebraska Trust Co | 16,492 | $0.17M | 0.0% | N/A | 0.004% |  |
| 6/1/2026 | Foguth Wealth Management LLC. | 82,618 | $0.88M | 0.1% | -5.1% | 0.022% |  |
| 5/26/2026 | Axiom Investment Management LLC | 2,456 | $25K | 0.0% | N/A | 0.001% |  |
| 5/22/2026 | Verus Capital Partners LLC | 240,225 | $2.47M | 0.2% | -8.4% | 0.064% |  |
| 5/19/2026 | Bank of America Corp DE | 1,049,369 | $10.81M | 0.0% | +19.1% | 0.278% |  |
| 5/18/2026 | Sunbelt Securities Inc. | 11,060 | $0.11M | 0.0% | +16.5% | 0.003% |  |
| 5/18/2026 | EverSource Wealth Advisors LLC | 9,795 | $0.10M | 0.0% | -16.6% | 0.003% |  |
| 5/18/2026 | Talon Private Wealth LLC | 51,533 | $0.53M | 0.1% | N/A | 0.014% |  |
| 5/18/2026 | Royal Bank of Canada | 3,229,721 | $33.27M | 0.0% | +4.2% | 0.857% |  |
| 5/14/2026 | Compound Planning Inc. | 108,406 | $1.12M | 0.0% | +14.0% | 0.029% |  |
| 5/14/2026 | American Financial Advisors LLC | 137,507 | $1.42M | 0.2% | -6.2% | 0.036% |  |
| 5/13/2026 | Cetera Investment Advisers | 1,530,527 | $15.76M | 0.0% | +1.3% | 0.406% |  |
| 5/8/2026 | Glenview Trust Co | 10,563 | $0.11M | 0.0% | N/A | 0.003% |  |
| 5/7/2026 | Carl P. Sherr & Co. LLC | 105,530 | $1.09M | 0.5% | +17.2% | 0.028% |  |
| 5/6/2026 | Main Street Group LTD | 18,107 | $0.19M | 0.1% | +19.0% | 0.005% |  |
| 5/6/2026 | Independent Financial Group LLC | 88,068 | $0.91M | 0.0% | N/A | 0.023% |  |
| 5/5/2026 | D.A. Davidson & CO. | 181,879 | $1.87M | 0.0% | +2.8% | 0.048% |  |
| 5/5/2026 | Avantax Planning Partners Inc. | 12,438 | $0.13M | 0.0% | +10.7% | 0.003% |  |
| 5/2/2026 | Global Assets Advisory LLC | 7,690 | $79K | 0.0% | N/A | 0.002% |  |
| 5/2/2026 | Arlington Capital Management Inc. | 102,550 | $1.06M | 0.6% | +5.4% | 0.027% |  |
| 5/2/2026 | Diversify Wealth Management LLC | 11,679 | $0.13M | 0.0% | N/A | 0.003% |  |
| 5/1/2026 | Midwest Trust Co | 21,619 | $0.22M | 0.0% | -12.8% | 0.006% |  |
| 5/1/2026 | Fifth Third Bancorp | 30,124 | $0.31M | 0.0% | +153.1% | 0.008% |  |
| 5/1/2026 | Sequoia Financial Advisors LLC | 13,727 | $0.14M | 0.0% | -35.9% | 0.004% |  |
| 5/1/2026 | Independence Bank of Kentucky | 7,252 | $75K | 0.0% | -12.1% | 0.002% |  |
| 4/30/2026 | Roman Butler Fullerton & Co. | 30,343 | $0.32M | 0.1% | -10.9% | 0.008% |  |
| 4/30/2026 | Kestra Advisory Services LLC | 161,429 | $1.66M | 0.0% | +63.0% | 0.043% |  |
| 4/29/2026 | Warner Group LLC | 22,937 | $0.24M | 0.2% | N/A | 0.006% |  |
| 4/29/2026 | Westbourne Investment Advisors Inc. | 84,700 | $0.87M | 0.3% | +12.6% | 0.022% |  |
| 4/29/2026 | Walser Wealth Management Company A Ltd Liability Co | 52,597 | $0.54M | 0.2% | -38.3% | 0.014% |  |
| 4/28/2026 | Koshinski Asset Management Inc. | 99,355 | $1.02M | 0.1% | +1.5% | 0.026% |  |
| 4/27/2026 | Private Advisor Group LLC | 167,368 | $1.72M | 0.0% | -1.5% | 0.044% |  |
| 4/23/2026 | Balanced Wealth Group LLC | 31,571 | $0.33M | 0.1% | +4.1% | 0.008% |  |
| 4/23/2026 | Apollon Wealth Management LLC | 596,296 | $6.14M | 0.1% | -19.8% | 0.158% |  |
| 4/22/2026 | Janney Montgomery Scott LLC | 381,823 | $3.93M | 0.0% | -4.6% | 0.101% |  |
| 4/21/2026 | Maridea Wealth Management LLC | 23,205 | $0.24M | 0.0% | N/A | 0.006% |  |
| 4/21/2026 | Grey Ledge Advisors LLC | 264,547 | $2.73M | 0.6% | +1.1% | 0.070% |  |
| 4/21/2026 | Contravisory Investment Management Inc. | 13,800 | $0.14M | 0.0% | -63.3% | 0.004% |  |
| 4/20/2026 | Kestra Private Wealth Services LLC | 39,476 | $0.41M | 0.0% | -4.0% | 0.010% |  |
| 4/18/2026 | HHM Wealth Advisors LLC | 8,624 | $89K | 0.0% | -24.2% | 0.002% |  |
| 4/17/2026 | Certified Advisory Corp | 15,001 | $0.16M | 0.0% | N/A | 0.004% |  |
| 4/17/2026 | Brookstone Capital Management | 74,998 | $0.77M | 0.0% | +2.7% | 0.020% |  |
| 4/17/2026 | Everstar Asset Management LLC | 114,661 | $1.18M | 0.6% | +6.0% | 0.030% |  |
| 3/17/2026 | Rockefeller Capital Management L.P. | 176,190 | $1.76M | 0.0% | -3.5% | 0.047% |  |
| 3/9/2026 | Corient Private Wealth LLC | 30,927 | $0.31M | 0.0% | -13.2% | 0.008% |  |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 85,304 | $0.85M | 0.4% | N/A | 0.023% |  |
| 2/23/2026 | Virtu Financial LLC | 14,108 | $0.14M | 0.0% | +16.3% | 0.004% |  |
| 2/20/2026 | Sunbelt Securities Inc. | 9,491 | $95K | 0.0% | +148.4% | 0.003% |  |
| 2/19/2026 | Compound Planning Inc. | 95,112 | $0.95M | 0.0% | +261.3% | 0.025% |  |
| 2/19/2026 | Corient Private Wealth LLC | 30,927 | $0.31M | 0.0% | -13.2% | 0.008% |  |
| 2/19/2026 | Smith Asset Management Co. LLC | 409,725 | $4.09M | 3.4% | -2.7% | 0.109% |  |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 41,025 | $0.41M | 0.0% | +31.9% | 0.011% |  |
| 2/18/2026 | Virtue Capital Management LLC | 110,683 | $1.10M | 0.0% | +2,212.2% | 0.029% |  |
| 2/18/2026 | Vident Advisory LLC | 13,595 | $0.14M | 0.0% | N/A | 0.004% |  |