| 3/19/2026 | Painted Porch Advisors LLC | 1,096 | $0.63M | 0.3% | -5.6% | 0.000% |  |
| 3/17/2026 | Stance Capital LLC | 2,472 | $1.41M | 0.5% | +6.8% | 0.000% |  |
| 3/17/2026 | Cornerstone Planning LLC | 5,681 | $3.26M | 0.7% | N/A | 0.001% |  |
| 3/17/2026 | AMG Asset Management Group Inc. | 359 | $0.21M | 0.7% | N/A | 0.000% |  |
| 3/17/2026 | Rockefeller Capital Management L.P. | 186,350 | $106.38M | 0.2% | +9.9% | 0.021% |  |
| 3/16/2026 | Bank of New Hampshire | 230 | $0.13M | 0.0% | -52.1% | 0.000% |  |
| 3/16/2026 | Osbon Capital Management LLC | 533 | $0.30M | 0.3% | N/A | 0.000% |  |
| 3/13/2026 | Fund Advisors of America Inc FL | 1,660 | $0.95M | 0.9% | N/A | 0.000% |  |
| 3/13/2026 | World Investment Advisors | 25,028 | $14.29M | 0.2% | +17.4% | 0.003% |  |
| 3/12/2026 | Farmers National Bank | 8,557 | $4.89M | 1.1% | -2.2% | 0.001% |  |
| 3/11/2026 | Meadowbrook Advisors Group LLC | 3,505 | $2M | 1.1% | N/A | 0.000% |  |
| 3/11/2026 | DUTCH ASSET Corp | 945 | $0.54M | 0.4% | N/A | 0.000% |  |
| 3/11/2026 | Larry Mathis Financial Planning LLC | 1,678 | $0.96M | 0.8% | N/A | 0.000% |  |
| 3/11/2026 | Green Ridge Wealth Planning LLC | 584 | $0.33M | 0.2% | N/A | 0.000% |  |
| 3/10/2026 | Advisortrust Partners LLC | 425 | $0.24M | 0.1% | N/A | 0.000% |  |
| 3/10/2026 | Audent Global Asset Management LLC | 356 | $0.20M | 0.1% | -6.3% | 0.000% |  |
| 3/9/2026 | Corient Private Wealth LLC | 680,498 | $388.63M | 0.4% | +8.0% | 0.076% |  |
| 3/9/2026 | Lifetime Wealth Management P.C. | 58 | $33K | 0.0% | N/A | 0.000% |  |
| 3/6/2026 | Union Savings Bank | 3,284 | $1.88M | 0.8% | N/A | 0.000% |  |
| 3/6/2026 | Hsbc Holdings PLC | 1,597,748 | $913.05M | 0.5% | -1.0% | 0.179% |  |
| 3/6/2026 | Redwood Family Wealth LLC | 365 | $0.21M | 0.2% | N/A | 0.000% |  |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 513 | $0.29M | 0.2% | N/A | 0.000% |  |
| 3/5/2026 | Storen Legacy Partners LLC | 475 | $0.27M | 0.1% | N/A | 0.000% |  |
| 3/5/2026 | Bayban | 580 | $0.33M | 0.3% | N/A | 0.000% |  |
| 3/5/2026 | XXEC Inc. | 18,022 | $10.29M | 10.0% | -9.7% | 0.002% |  |
| 3/5/2026 | Sentinel Dome Partners LLC | 10,150 | $5.79M | 3.9% | N/A | 0.001% |  |
| 3/4/2026 | AG Campbell Advisory LLC | 1,010 | $0.58M | 0.2% | N/A | 0.000% |  |
| 3/4/2026 | Pure Financial Advisors LLC | 11,138 | $6.36M | 0.1% | +2.4% | 0.001% |  |
| 3/4/2026 | Rehmann Capital Advisory Group | 8,281 | $4.73M | 0.2% | +0.8% | 0.001% |  |
| 3/4/2026 | SHP Wealth Management | 2,049 | $1.17M | 0.1% | N/A | 0.000% |  |
| 3/4/2026 | Stenger Family Office LLC | 6,727 | $3.84M | 0.8% | -19.2% | 0.001% |  |
| 3/3/2026 | Midway Capital Research & Management | 9,650 | $5.51M | 5.4% | N/A | 0.001% |  |
| 3/3/2026 | Employees Provident Fund Board | 435,500 | $248.62M | 1.8% | N/A | 0.049% |  |
| 3/3/2026 | S Harris Financial Group LLC | 1,426 | $0.81M | 0.8% | N/A | 0.000% |  |
| 3/3/2026 | EJMK Ventures LLC | 1,455 | $0.83M | 0.5% | N/A | 0.000% |  |
| 3/3/2026 | Targeted Financial Services LLC | 655 | $0.37M | 0.3% | N/A | 0.000% |  |
| 3/3/2026 | Tulsa Wealth Advisors INC | 1,264 | $0.72M | 0.2% | N/A | 0.000% |  |
| 3/3/2026 | NWF Advisory Services Inc. | 2,707 | $1.55M | 0.2% | +2.9% | 0.000% |  |
| 3/3/2026 | Bank of Hawaii | 5,997 | $3.42M | 0.2% | -4.5% | 0.001% |  |
| 3/2/2026 | Reflection Asset Management | 1,021 | $0.58M | 0.4% | N/A | 0.000% |  |
| 3/2/2026 | CFO Capital Management LLC | 515 | $0.29M | 0.2% | N/A | 0.000% |  |
| 3/2/2026 | Sankala Group LLC | 218 | $0.12M | 0.1% | N/A | 0.000% |  |
| 3/2/2026 | Tobam | 5,082 | $2.90M | 0.7% | +176.0% | 0.001% |  |
| 3/2/2026 | Wick Capital Partners LLC | 1,012 | $0.58M | 0.1% | +120.5% | 0.000% |  |
| 2/27/2026 | Arwa LLC | 2,487 | $1.42M | 0.8% | N/A | 0.000% |  |
| 2/27/2026 | Cross Staff Investments Inc | 3,047 | $1.74M | 1.1% | -2.8% | 0.000% |  |
| 2/27/2026 | Groupama Asset Managment | 14,018 | $8M | 0.1% | -9.1% | 0.002% |  |
| 2/26/2026 | Anchor Investment Management LLC | 9,821 | $5.61M | 0.5% | +2.2% | 0.001% |  |
| 2/26/2026 | Aristides Capital LLC | 1,460 | $0.83M | 0.1% | +4.3% | 0.000% |  |
| 2/26/2026 | BDFS Capital LLC | 967 | $0.55M | 0.3% | N/A | 0.000% |  |
| 2/26/2026 | Banque Transatlantique SA | 1,134 | $0.65M | 0.0% | -16.4% | 0.000% |  |
| 2/25/2026 | Tempo Wealth LLC | 10,712 | $6.12M | 1.1% | N/A | 0.001% |  |
| 2/25/2026 | Thryve Wealth Management LLC | 1,121 | $0.64M | 0.3% | N/A | 0.000% |  |
| 2/25/2026 | Mariner Investment Group LLC | 100,000 | $57.09M | 3.3% | N/A | 0.011% |  |
| 2/25/2026 | MidFirst Bank | 9,384 | $5.36M | 0.4% | N/A | 0.001% |  |
| 2/24/2026 | DGS Capital Management LLC | 4,755 | $2.71M | 0.5% | -4.0% | 0.001% |  |
| 2/24/2026 | Ketron Financial | 4,952 | $2.83M | 0.9% | N/A | 0.001% |  |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 1,546 | $0.88M | 0.2% | -55.1% | 0.000% |  |
| 2/24/2026 | SG Trading Solutions LLC | 8,027 | $4.58M | 1.1% | N/A | 0.001% |  |
| 2/24/2026 | Pacer Advisors Inc. | 78,478 | $44.80M | 0.1% | +15.1% | 0.009% |  |
| 2/24/2026 | Nolet Wealth Management LLC | 629 | $0.36M | 0.2% | N/A | 0.000% |  |
| 2/24/2026 | Investment Insight Wealth Management LLC | 6,748 | $3.85M | 3.8% | N/A | 0.001% |  |
| 2/24/2026 | Clear Retirement Advice LLC | 1,029 | $0.57M | 0.4% | N/A | 0.000% |  |
| 2/23/2026 | Arrow Capital Management LLC | 17,584 | $10.04M | 5.8% | N/A | 0.002% |  |
| 2/23/2026 | Drake & Associates LLC | 860 | $0.49M | 0.1% | -9.6% | 0.000% |  |
| 2/23/2026 | GuidedMoney LLC | 700 | $0.40M | 0.2% | N/A | 0.000% |  |
| 2/23/2026 | Sonoma Allocations LLC | 1,110 | $0.61M | 0.2% | -32.4% | 0.000% |  |
| 2/23/2026 | Beaird Harris Wealth Management LLC | 66 | $38K | 0.0% | -40.0% | 0.000% |  |
| 2/23/2026 | Monetary Solutions Ltd | 65 | $37K | 0.0% | N/A | 0.000% |  |
| 2/23/2026 | Kera Capital Partners Inc. | 916 | $0.49M | 0.1% | +20.1% | 0.000% |  |
| 2/23/2026 | Walser Wealth Management Company A Ltd Liability Co | 818 | $0.47M | 0.2% | N/A | 0.000% |  |
| 2/23/2026 | MV Capital Management Inc. | 7,436 | $4.25M | 0.4% | N/A | 0.001% |  |
| 2/20/2026 | Sunbelt Securities Inc. | 5,927 | $3.38M | 0.2% | -7.6% | 0.001% |  |
| 2/20/2026 | Dorsey Wright & Associates | 9,016 | $5.15M | 1.1% | +6.2% | 0.001% |  |
| 2/20/2026 | Cambient Family Office LLC | 1,892 | $1.08M | 0.2% | N/A | 0.000% |  |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 28,835 | $16.46M | 0.4% | -75.9% | 0.003% |  |
| 2/20/2026 | McLaughlin Asset Management Inc. | 1,676 | $0.96M | 0.9% | N/A | 0.000% |  |
| 2/20/2026 | White Knight Strategic Wealth Advisors LLC | 1,690 | $0.97M | 0.7% | -1.9% | 0.000% |  |
| 2/20/2026 | Wick Capital Partners LLC | 9,272 | $5.29M | 0.4% | +1,920.0% | 0.001% |  |
| 2/19/2026 | Vancity Investment Management Ltd | 15,450 | $8.82M | 1.2% | -5.5% | 0.002% |  |
| 2/19/2026 | Mcguire Capital Advisors Inc. | 2,813 | $1.61M | 1.0% | N/A | 0.000% |  |
| 2/19/2026 | T. Rowe Price Investment Management Inc. | 2,524,059 | $1.44B | 0.9% | +31.6% | 0.281% |  |
| 2/19/2026 | Van Diest Capital LLC | 1,202 | $0.69M | 1.0% | N/A | 0.000% |  |
| 2/19/2026 | Compound Planning Inc. | 15,620 | $8.92M | 0.3% | -2.0% | 0.002% |  |
| 2/19/2026 | Claris Financial LLC | 819 | $0.47M | 0.2% | N/A | 0.000% |  |
| 2/19/2026 | Invesco Ltd. | 5,422,493 | $3.10B | 0.5% | -4.2% | 0.604% |  |
| 2/19/2026 | Spinecap SAS | 35,087 | $20.03M | 8.6% | +99.9% | 0.004% |  |
| 2/19/2026 | Lexington Hill Partners LLC | 401 | $0.23M | 0.2% | N/A | 0.000% |  |
| 2/19/2026 | First Growth Capital LLC | 524 | $0.28M | 0.3% | N/A | 0.000% |  |
| 2/19/2026 | Axxcess Wealth Management LLC | 16,626 | $9.49M | 0.1% | +22.4% | 0.002% |  |
| 2/19/2026 | Birchwood Financial Partners Inc. | 355 | $0.20M | 0.2% | N/A | 0.000% |  |
| 2/19/2026 | Corient Private Wealth LLC | 742,528 | $423.89M | 0.2% | +17.9% | 0.083% |  |
| 2/18/2026 | Royal Capital Wealth Management LLC | 20,215 | $11.54M | 6.8% | +0.1% | 0.002% |  |
| 2/18/2026 | Alpine Woods Capital Investors LLC | 3,542 | $2.02M | 0.5% | +5.1% | 0.000% |  |
| 2/18/2026 | Strive Financial Group LLC | 47 | $27K | 0.0% | N/A | 0.000% |  |
| 2/18/2026 | Ameriflex Group Inc. | 390 | $0.22M | 0.1% | -55.2% | 0.000% |  |
| 2/18/2026 | First Commonwealth Financial Corp PA | 2,150 | $1.23M | 0.2% | +6.5% | 0.000% |  |
| 2/18/2026 | Blue Sparrow LLC DE | 150,000 | $85.63M | 1.6% | N/A | 0.017% |  |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 99,597 | $58.46M | 0.1% | +12.4% | 0.011% |  |
| 2/18/2026 | Summit Global Investments | 16,325 | $9.32M | 0.6% | -24.5% | 0.002% |  |