| 3/20/2026 | Purpose Unlimited Inc. | 635 | $0.13M | 0.0% | N/A | 0.000% |  |
| 3/19/2026 | Painted Porch Advisors LLC | 12,467 | $2.58M | 1.0% | -1.3% | 0.001% |  |
| 3/17/2026 | Cornerstone Planning LLC | 21,490 | $4.44M | 1.0% | N/A | 0.001% |  |
| 3/17/2026 | U S Wealth Group LLC. | 15,049 | $3.11M | 2.1% | -0.8% | 0.001% |  |
| 3/17/2026 | Rockefeller Capital Management L.P. | 937,751 | $194.07M | 0.3% | +12.7% | 0.039% |  |
| 3/16/2026 | Bank of New Hampshire | 14,480 | $3M | 0.7% | +4.8% | 0.001% |  |
| 3/16/2026 | Osbon Capital Management LLC | 706 | $0.15M | 0.1% | N/A | 0.000% |  |
| 3/13/2026 | Lane Brothers & Co. Inc. | 979 | $0.20M | 0.1% | N/A | 0.000% |  |
| 3/13/2026 | World Investment Advisors | 161,343 | $33.39M | 0.5% | +19.6% | 0.007% |  |
| 3/12/2026 | Farmers National Bank | 60,701 | $12.56M | 2.8% | +4.6% | 0.003% |  |
| 3/12/2026 | Winthrop Partners WNY LLC | 13,283 | $2.75M | 1.5% | N/A | 0.001% |  |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 711 | $0.15M | 0.1% | N/A | 0.000% |  |
| 3/11/2026 | Meadowbrook Advisors Group LLC | 7,551 | $1.56M | 0.9% | N/A | 0.000% |  |
| 3/11/2026 | Larry Mathis Financial Planning LLC | 6,638 | $1.37M | 1.2% | N/A | 0.000% |  |
| 3/11/2026 | Green Ridge Wealth Planning LLC | 2,734 | $0.57M | 0.3% | N/A | 0.000% |  |
| 3/10/2026 | Advisortrust Partners LLC | 1,414 | $0.29M | 0.1% | N/A | 0.000% |  |
| 3/9/2026 | Corient Private Wealth LLC | 2,707,569 | $560.32M | 0.6% | +4.9% | 0.112% |  |
| 3/9/2026 | Flax Pond Capital LLC | 972 | $0.20M | 0.1% | N/A | 0.000% |  |
| 3/9/2026 | Auto Owners Insurance Co | 69,419,308 | $1.44B | 0.3% | +22,225.6% | 2.881% |  |
| 3/6/2026 | Union Savings Bank | 5,293 | $1.10M | 0.5% | N/A | 0.000% |  |
| 3/6/2026 | Hsbc Holdings PLC | 9,237,953 | $1.91B | 1.1% | -2.4% | 0.383% |  |
| 3/6/2026 | Redwood Family Wealth LLC | 2,389 | $0.49M | 0.5% | N/A | 0.000% |  |
| 3/6/2026 | Cedarwood Wealth LLC | 1,303 | $0.29M | 0.3% | N/A | 0.000% |  |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 1,202 | $0.25M | 0.2% | N/A | 0.000% |  |
| 3/5/2026 | Mengis Capital Management Inc. | 40,972 | $8.48M | 1.5% | +13.7% | 0.002% |  |
| 3/5/2026 | Bayban | 7,798 | $1.61M | 1.4% | N/A | 0.000% |  |
| 3/4/2026 | AG Campbell Advisory LLC | 13,434 | $2.78M | 0.9% | N/A | 0.001% |  |
| 3/4/2026 | Pure Financial Advisors LLC | 27,229 | $5.64M | 0.1% | -5.6% | 0.001% |  |
| 3/4/2026 | Rehmann Capital Advisory Group | 42,313 | $8.76M | 0.5% | +7.4% | 0.002% |  |
| 3/4/2026 | Hayek Kallen Investment Management | 36,602 | $7.58M | 2.5% | -0.6% | 0.002% |  |
| 3/4/2026 | SHP Wealth Management | 7,226 | $1.50M | 0.1% | N/A | 0.000% |  |
| 3/4/2026 | Keenan LLC | 1,374 | $0.28M | 0.2% | N/A | 0.000% |  |
| 3/4/2026 | Stenger Family Office LLC | 13,184 | $2.73M | 0.6% | +328.6% | 0.001% |  |
| 3/4/2026 | Financial Avengers Inc. | 49,446 | $10.23M | 4.2% | +0.6% | 0.002% |  |
| 3/3/2026 | Midway Capital Research & Management | 8,657 | $1.79M | 1.7% | N/A | 0.000% |  |
| 3/3/2026 | Employees Provident Fund Board | 241,584 | $50M | 0.4% | N/A | 0.010% |  |
| 3/3/2026 | S Harris Financial Group LLC | 1,433 | $0.30M | 0.3% | N/A | 0.000% |  |
| 3/3/2026 | EJMK Ventures LLC | 5,734 | $1.19M | 0.7% | N/A | 0.000% |  |
| 3/3/2026 | WMS Group LLC | 1,907 | $0.40M | 0.5% | N/A | 0.000% |  |
| 3/3/2026 | Tulsa Wealth Advisors INC | 34,255 | $7.09M | 2.4% | N/A | 0.001% |  |
| 3/3/2026 | Integrated Investment Consultants LLC | 12,189 | $2.52M | 0.5% | +46.5% | 0.001% |  |
| 3/3/2026 | NWF Advisory Services Inc. | 9,276 | $1.92M | 0.2% | +3.8% | 0.000% |  |
| 3/3/2026 | Bank of Hawaii | 36,747 | $7.61M | 0.4% | -7.1% | 0.002% |  |
| 3/2/2026 | Reflection Asset Management | 3,775 | $0.78M | 0.5% | N/A | 0.000% |  |
| 3/2/2026 | CFO Capital Management LLC | 11,164 | $2.31M | 1.7% | N/A | 0.000% |  |
| 3/2/2026 | Tobam | 26,987 | $5.59M | 1.4% | +36.4% | 0.001% |  |
| 3/2/2026 | Clearwave Capital LLC | 1,624 | $0.34M | 0.2% | N/A | 0.000% |  |
| 3/2/2026 | Wick Capital Partners LLC | 8,143 | $1.69M | 0.3% | +16.7% | 0.000% |  |
| 2/27/2026 | Instrumental Wealth LLC | 844 | $0.18M | 0.1% | N/A | 0.000% |  |
| 2/27/2026 | Strategic Investment Solutions Inc. IL | 817 | $0.17M | 0.0% | -41.6% | 0.000% |  |
| 2/27/2026 | Groupama Asset Managment | 33,784 | $6.99M | 0.1% | -8.0% | 0.001% |  |
| 2/26/2026 | BDFS Capital LLC | 5,649 | $1.17M | 0.6% | N/A | 0.000% |  |
| 2/26/2026 | SSA Swiss Advisors AG | 3,270 | $0.68M | 0.3% | -13.1% | 0.000% |  |
| 2/26/2026 | Banque Transatlantique SA | 76,009 | $15.73M | 0.4% | -2.4% | 0.003% |  |
| 2/25/2026 | Sit Investment Associates Inc. | 57,260 | $11.85M | 0.2% | -1.5% | 0.002% |  |
| 2/25/2026 | Tempo Wealth LLC | 16,982 | $3.51M | 0.6% | N/A | 0.001% |  |
| 2/25/2026 | Thryve Wealth Management LLC | 1,955 | $0.41M | 0.2% | N/A | 0.000% |  |
| 2/25/2026 | MidFirst Bank | 65,419 | $13.54M | 1.1% | N/A | 0.003% |  |
| 2/24/2026 | DGS Capital Management LLC | 9,655 | $2M | 0.3% | +56.0% | 0.000% |  |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 4,639 | $0.96M | 0.2% | -3.4% | 0.000% |  |
| 2/24/2026 | Chelsea Counsel Co. | 21,544 | $4.46M | 1.9% | -0.5% | 0.001% |  |
| 2/24/2026 | Coastline Complete Wealth LLC | 1,073 | $0.22M | 0.1% | N/A | 0.000% |  |
| 2/24/2026 | Barnes Wealth Management Group Inc | 2,104 | $0.44M | 0.2% | +3.6% | 0.000% |  |
| 2/24/2026 | River Road Asset Management LLC | 36,787 | $7.61M | 0.1% | -4.6% | 0.002% |  |
| 2/24/2026 | SG Trading Solutions LLC | 11,552 | $2.39M | 0.6% | N/A | 0.000% |  |
| 2/24/2026 | Pacer Advisors Inc. | 195,467 | $40.45M | 0.1% | -60.5% | 0.008% |  |
| 2/24/2026 | Nolet Wealth Management LLC | 2,412 | $0.50M | 0.3% | N/A | 0.000% |  |
| 2/24/2026 | Investment Insight Wealth Management LLC | 1,667 | $0.35M | 0.3% | N/A | 0.000% |  |
| 2/24/2026 | Lynch Investment Planning LLC | 1,267 | $0.26M | 0.3% | N/A | 0.000% |  |
| 2/24/2026 | Clear Retirement Advice LLC | 1,082 | $0.22M | 0.2% | N/A | 0.000% |  |
| 2/23/2026 | Drake & Associates LLC | 9,919 | $2.05M | 0.4% | -32.3% | 0.000% |  |
| 2/23/2026 | Sonoma Allocations LLC | 2,161 | $0.50M | 0.2% | +45.9% | 0.000% |  |
| 2/23/2026 | Beaird Harris Wealth Management LLC | 2,422 | $0.50M | 0.0% | +1.8% | 0.000% |  |
| 2/23/2026 | Wealth Preservation Advisors LLC | 520 | $0.11M | 0.1% | -12.8% | 0.000% |  |
| 2/23/2026 | Monetary Solutions Ltd | 4,478 | $0.93M | 0.9% | N/A | 0.000% |  |
| 2/23/2026 | Phillip James Consulting Co. | 943 | $0.21M | 3.6% | N/A | 0.000% |  |
| 2/23/2026 | Kera Capital Partners Inc. | 26,216 | $5.96M | 0.7% | +152.5% | 0.001% |  |
| 2/23/2026 | MV Capital Management Inc. | 14,663 | $3.04M | 0.3% | N/A | 0.001% |  |
| 2/23/2026 | Vinland Capital Management Gestora de Recursos LTDA. | 838 | $0.17M | 2.4% | -15.0% | 0.000% |  |
| 2/20/2026 | Catalyst Investment Management LLC | 2,398 | $0.50M | 0.5% | N/A | 0.000% |  |
| 2/20/2026 | Dorsey Wright & Associates | 18,490 | $3.83M | 0.8% | N/A | 0.001% |  |
| 2/20/2026 | Cambient Family Office LLC | 28,256 | $5.85M | 0.8% | N/A | 0.001% |  |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 30,622 | $6.34M | 0.1% | -87.6% | 0.001% |  |
| 2/20/2026 | White Knight Strategic Wealth Advisors LLC | 26,068 | $5.40M | 3.9% | +0.6% | 0.001% |  |
| 2/20/2026 | Kinloch Capital LLC | 23,030 | $4.77M | 2.1% | +2.2% | 0.001% |  |
| 2/20/2026 | Talisman Wealth Advisors LLC | 13,132 | $2.72M | 2.0% | -0.6% | 0.001% |  |
| 2/20/2026 | Wick Capital Partners LLC | 835 | $0.17M | 0.0% | -88.0% | 0.000% |  |
| 2/19/2026 | Mcguire Capital Advisors Inc. | 1,142 | $0.24M | 0.2% | N/A | 0.000% |  |
| 2/19/2026 | Hamilton Wealth LLC | 1,121 | $0.23M | 0.0% | N/A | 0.000% |  |
| 2/19/2026 | T. Rowe Price Investment Management Inc. | 13,900 | $2.88M | 0.0% | +84.4% | 0.001% |  |
| 2/19/2026 | WealthPoint Financial LLC | 2,009 | $0.42M | 0.4% | N/A | 0.000% |  |
| 2/19/2026 | Van Diest Capital LLC | 2,288 | $0.47M | 0.7% | N/A | 0.000% |  |
| 2/19/2026 | Compound Planning Inc. | 59,221 | $12.26M | 0.4% | +12.6% | 0.002% |  |
| 2/19/2026 | Claris Financial LLC | 7,567 | $1.57M | 0.8% | N/A | 0.000% |  |
| 2/19/2026 | TMB Capital Partners LLC | 16,014 | $3.31M | 1.1% | N/A | 0.001% |  |
| 2/19/2026 | Briggs Wealth Management Inc | 1,410 | $0.29M | 0.3% | N/A | 0.000% |  |
| 2/19/2026 | Invesco Ltd. | 12,725,881 | $2.63B | 0.4% | -6.5% | 0.528% |  |
| 2/19/2026 | Evansbrook LLC | 5,382 | $1.11M | 0.7% | N/A | 0.000% |  |
| 2/19/2026 | Rare Wolf Capital LLC | 5,564 | $1.15M | 0.7% | N/A | 0.000% |  |
| 2/19/2026 | Harbour Wealth Management Group Inc. | 3,534 | $0.73M | 0.6% | N/A | 0.000% |  |