| 8/4/2026 | Nicholas Hoffman & Company LLC. | 12,587 | $4.12M | 0.1% | -0.8% | 0.000% |  |
| 8/4/2026 | Todd Asset Management LLC | 244,161 | $79.92M | 1.4% | +8.9% | 0.009% |  |
| 8/4/2026 | Heritage Investors Management Corp | 185,967 | $60.87M | 1.7% | -2.4% | 0.007% |  |
| 8/4/2026 | Journey Advisory Group LLC | 71,743 | $23.48M | 1.8% | +0.6% | 0.003% |  |
| 8/4/2026 | Correct Capital Wealth Management | 11,906 | $3.90M | 0.7% | -1.6% | 0.000% |  |
| 8/4/2026 | TD Asset Management Inc | 3,520,281 | $1.15B | 1.0% | -19.6% | 0.131% |  |
| 8/4/2026 | Boomfish Wealth Group LLC | 9,353 | $3.06M | 1.4% | +2.4% | 0.000% |  |
| 8/4/2026 | Strive Financial Group LLC | 1,072 | $0.35M | 0.2% | +5.9% | 0.000% |  |
| 8/4/2026 | Blueprint Investment Partners LLC | 16,553 | $5.42M | 0.5% | +4.9% | 0.001% |  |
| 8/4/2026 | Capital City Trust Co. FL | 20,968 | $6.86M | 1.4% | +3.0% | 0.001% |  |
| 8/4/2026 | Leuthold Group LLC | 31,099 | $10.18M | 1.0% | -5.0% | 0.001% |  |
| 8/4/2026 | Provident Wealth Management LLC | 1,357 | $0.44M | 0.1% | N/A | 0.000% |  |
| 8/4/2026 | Chilton Capital Management LLC | 268,794 | $87.98M | 2.8% | -5.1% | 0.010% |  |
| 8/4/2026 | River Wealth Advisors LLC | 69,572 | $22.77M | 1.9% | +0.6% | 0.003% |  |
| 8/4/2026 | BCGM Wealth Management LLC | 11,058 | $3.62M | 0.8% | +2.7% | 0.000% |  |
| 8/4/2026 | Gateway Wealth Partners LLC | 19,528 | $6.39M | 0.4% | -24.1% | 0.001% |  |
| 8/4/2026 | SmartHarvest Portfolios LLC | 13,371 | $4.38M | 1.4% | +36.6% | 0.000% |  |
| 8/4/2026 | Choreo LLC | 159,145 | $52.09M | 0.6% | -4.1% | 0.006% |  |
| 8/4/2026 | Symphony Financial Ltd. Co. | 24,316 | $8M | 0.9% | -7.2% | 0.001% |  |
| 8/4/2026 | LightSquare Wealth Management LLC | 2,952 | $0.97M | 0.7% | +1.1% | 0.000% |  |
| 8/4/2026 | St. Johns Investment Management Company LLC | 12,275 | $4.02M | 1.5% | +3.3% | 0.000% |  |
| 8/4/2026 | Archer Investment Corp | 15,401 | $5.04M | 1.0% | +2.6% | 0.001% |  |
| 8/4/2026 | Acumen Wealth Advisors LLC | 14,821 | $4.85M | 1.0% | +106.6% | 0.001% |  |
| 8/4/2026 | Qsemble Capital Management LP | 759 | $0.25M | 0.0% | N/A | 0.000% |  |
| 8/4/2026 | University of Texas Texas AM Investment Management Co. | 34,051 | $11.15M | 1.3% | +16.0% | 0.001% |  |
| 8/4/2026 | Ascent Group LLC | 81,618 | $26.72M | 0.8% | -1.1% | 0.003% |  |
| 8/4/2026 | Old Peak Finance LLC | 12,238 | $4.01M | 1.9% | +166.6% | 0.000% |  |
| 8/4/2026 | Crew Capital Management Ltd | 6,381 | $2.09M | 1.1% | +3.4% | 0.000% |  |
| 8/4/2026 | Meyer Handelman Co. | 317,169 | $103.82M | 2.9% | +1.2% | 0.012% |  |
| 8/4/2026 | Willis Investment Counsel | 77,798 | $25.47M | 1.2% | -0.1% | 0.003% |  |
| 8/4/2026 | Commonwealth Retirement Investments LLC | 23,201 | $7.59M | 2.1% | -37.6% | 0.001% |  |
| 8/4/2026 | Everstar Asset Management LLC | 1,465 | $0.48M | 0.2% | +62.8% | 0.000% |  |
| 8/4/2026 | One Day In July LLC | 4,996 | $1.64M | 0.1% | +14.5% | 0.000% |  |
| 8/4/2026 | Oakwell Private Wealth Management LLC | 7,670 | $2.51M | 0.4% | -10.3% | 0.000% |  |
| 8/4/2026 | MTM Investment Management LLC | 28,774 | $9.42M | 2.7% | +0.3% | 0.001% |  |
| 8/4/2026 | TCW Group Inc. | 474,603 | $155.35M | 1.0% | -2.1% | 0.018% |  |
| 8/4/2026 | Marco Investment Management LLC | 157,783 | $51.65M | 3.4% | +0.0% | 0.006% |  |
| 8/4/2026 | Fulton Breakefield Broenniman LLC | 59,000 | $19.31M | 1.1% | +0.1% | 0.002% |  |
| 8/3/2026 | BIP Wealth LLC | 14,948 | $4.89M | 0.1% | +15.6% | 0.001% |  |
| 8/3/2026 | Phillips Financial Management LLC | 30,532 | $9.99M | 0.7% | +0.6% | 0.001% |  |
| 8/3/2026 | SWS Partners | 14,026 | $4.59M | 1.0% | -1.3% | 0.001% |  |
| 8/3/2026 | Trifecta Capital Advisors LLC | 28,433 | $9.31M | 1.2% | +0.4% | 0.001% |  |
| 8/3/2026 | Next Capital Management LLC | 3,380 | $1.11M | 0.3% | +2.6% | 0.000% |  |
| 8/3/2026 | Elyxium Wealth LLC | 18,810 | $6.16M | 0.6% | +23.6% | 0.001% |  |
| 8/3/2026 | Everett Harris & Co. CA | 30,793 | $10.08M | 0.1% | +10.2% | 0.001% |  |
| 8/3/2026 | Persium Advisors LLC | 3,857 | $1.26M | 0.8% | +9.0% | 0.000% |  |
| 8/3/2026 | Summit Global Investments | 16,542 | $5.42M | 0.3% | -18.1% | 0.001% |  |
| 8/3/2026 | Daytona Street Capital LLC | 11,203 | $3.78M | 2.8% | -1.3% | 0.000% |  |
| 8/3/2026 | Daniel Investment Group Inc. | 21,906 | $7.17M | 4.2% | N/A | 0.001% |  |
| 8/3/2026 | Sage Rhino Capital LLC | 9,855 | $3.23M | 0.5% | +0.5% | 0.000% |  |
| 8/3/2026 | Citizens Business Bank | 24,882 | $8.15M | 1.2% | -0.1% | 0.001% |  |
| 8/3/2026 | Pinnacle Associates Ltd. | 413,954 | $135.50M | 1.5% | +0.1% | 0.015% |  |
| 8/3/2026 | Total Investment Management Inc. | 3,988 | $1.40M | 0.1% | -1.1% | 0.000% |  |
| 8/3/2026 | Beacon Bank & Trust | 31,087 | $10.18M | 1.2% | -3.5% | 0.001% |  |
| 8/3/2026 | Sterling Group Wealth Management LLC | 3,989 | $1.31M | 0.5% | -0.8% | 0.000% |  |
| 8/3/2026 | ProVise Management Group LLC | 104,741 | $34.29M | 2.3% | +0.3% | 0.004% |  |
| 8/3/2026 | PCG Wealth Advisors LLC | 621 | $0.20M | 0.0% | N/A | 0.000% |  |
| 8/3/2026 | First National Bank of Hutchinson | 15,641 | $5.12M | 2.8% | +16.4% | 0.001% |  |
| 8/3/2026 | Excalibur Management Corp | 33,718 | $11.04M | 3.6% | -0.7% | 0.001% |  |
| 8/3/2026 | TSA Wealth Managment LLC | 848 | $0.28M | 0.1% | +3.9% | 0.000% |  |
| 8/3/2026 | Sitrin Capital Management LLC | 26,388 | $8.64M | 3.8% | -1.6% | 0.001% |  |
| 8/3/2026 | Oppenheimer Asset Management Inc. | 440,848 | $144.30M | 1.5% | +1.3% | 0.016% |  |
| 8/3/2026 | Bryn Mawr Trust Advisors LLC | 133,139 | $43.58M | 1.9% | +0.5% | 0.005% |  |
| 8/3/2026 | Mill Capital Management LLC | 198,650 | $65.02M | 4.3% | +0.1% | 0.007% |  |
| 8/3/2026 | Plan Group Financial LLC | 37,583 | $12.30M | 2.5% | -4.4% | 0.001% |  |
| 8/3/2026 | Towercrest Capital Management | 3,612 | $1.18M | 0.2% | -14.6% | 0.000% |  |
| 8/3/2026 | PSI Advisors LLC | 4,942 | $1.62M | 0.4% | +11.0% | 0.000% |  |
| 8/3/2026 | Banyan Capital Management Inc. | 1,810 | $0.59M | 0.3% | -5.7% | 0.000% |  |
| 8/3/2026 | Hardy Reed LLC | 401,332 | $131.37M | 8.4% | +0.3% | 0.015% |  |
| 8/3/2026 | Northstar Group Inc. | 7,890 | $2.58M | 0.3% | -0.6% | 0.000% |  |
| 8/3/2026 | Osprey Private Wealth LLC | 58,600 | $19.18M | 5.0% | +1.3% | 0.002% |  |
| 8/3/2026 | Massachusetts Wealth Management | 20,405 | $6.68M | 2.5% | -0.2% | 0.001% |  |
| 8/3/2026 | Smith Group Asset Management LLC | 151,610 | $49.63M | 2.0% | +7.8% | 0.006% |  |
| 8/3/2026 | Oppenheimer & Co. Inc. | 386,843 | $126.63M | 1.4% | +1.0% | 0.014% |  |
| 8/3/2026 | Wallace Advisory Group LLC | 1,716 | $0.56M | 0.5% | -1.7% | 0.000% |  |
| 8/3/2026 | Massachusetts Financial Services Co. MA | 12,270,986 | $4.03B | 1.3% | -16.3% | 0.458% |  |
| 8/3/2026 | Avid Wealth Partners LLC | 2,211 | $0.72M | 0.4% | -6.4% | 0.000% |  |
| 8/3/2026 | Outlook Wealth Advisors LLC | 4,221 | $1.38M | 0.3% | -2.0% | 0.000% |  |
| 8/3/2026 | Hodges Capital Management Inc. | 34,179 | $11.19M | 0.7% | -0.1% | 0.001% |  |
| 8/3/2026 | Elevated Capital Advisors LLC | 2,706 | $0.89M | 0.2% | -39.1% | 0.000% |  |
| 8/3/2026 | Lowe Brockenbrough & Co. Inc. | 136,772 | $44.77M | 2.0% | -1.2% | 0.005% |  |
| 8/3/2026 | Carrera Capital Advisors | 21,175 | $6.93M | 1.0% | +0.8% | 0.001% |  |
| 8/3/2026 | Jennison Associates LLC | 1,213,493 | $397.21M | 0.2% | -12.3% | 0.045% |  |
| 8/3/2026 | Turn8 Private Wealth Inc. | 13,775 | $4.66M | 3.1% | -11.4% | 0.001% |  |
| 8/3/2026 | Fire Capital Management LLC | 18,832 | $6.16M | 2.5% | -5.3% | 0.001% |  |
| 8/3/2026 | Ranch Capital Advisors Inc. | 18,859 | $6.17M | 2.0% | +8.3% | 0.001% |  |
| 8/3/2026 | Carl P. Sherr & Co. LLC | 12,349 | $4.04M | 1.7% | -0.3% | 0.000% |  |
| 8/3/2026 | Warburton Capital Management LLC | 1,795 | $0.59M | 0.2% | +3.4% | 0.000% |  |
| 8/3/2026 | Silver Oak Advisory Group Inc. | 1,597 | $0.52M | 0.2% | -7.6% | 0.000% |  |
| 8/3/2026 | Hohimer Wealth Management LLC | 25,882 | $8.47M | 0.8% | +2.2% | 0.001% |  |
| 8/3/2026 | R. W. Roge & Company Inc. | 1,934 | $0.63M | 0.3% | -11.1% | 0.000% |  |
| 8/3/2026 | Platt Wealth Management LLC | 18,567 | $6.08M | 4.9% | +0.7% | 0.001% |  |
| 8/3/2026 | Van Strum & Towne Inc. | 38,042 | $12.45M | 3.4% | +0.7% | 0.001% |  |
| 8/3/2026 | Phoenix Wealth Advisors | 13,655 | $4.47M | 1.5% | -1.2% | 0.001% |  |
| 8/1/2026 | Fourth Dimension Wealth LLC | 5,261 | $1.72M | 0.5% | +27.1% | 0.000% |  |
| 8/1/2026 | Belpointe Asset Management LLC | 47,965 | $15.70M | 0.5% | +8.2% | 0.002% |  |
| 8/1/2026 | Argus Investors Counsel Inc. | 13,476 | $4.41M | 3.4% | -2.5% | 0.001% |  |
| 8/1/2026 | Fortis Capital Advisors LLC | 9,975 | $3.27M | 0.4% | +17.4% | 0.000% |  |
| 8/1/2026 | Private Management Group Inc. | 109,133 | $35.72M | 0.9% | -0.5% | 0.004% |  |
| 8/1/2026 | Baron Silver Stevens Financial Advisors LLC | 14,335 | $4.69M | 0.6% | +78.9% | 0.001% |  |