| 8/12/2026 | Evolve Private Wealth LLC | 16,208 | $0.21M | 0.0% | N/A | 0.000% |  |
| 8/12/2026 | Ieq Capital LLC | 14,464 | $0.19M | 0.0% | N/A | 0.000% |  |
| 8/11/2026 | Allworth Financial LP | 33,128 | $0.42M | 0.0% | N/A | 0.000% |  |
| 8/11/2026 | LaSalle St. Investment Advisors LLC | 367,589 | $4.71M | 0.6% | N/A | 0.000% |  |
| 8/11/2026 | Mystic Asset Management Inc. | 14,000 | $0.18M | 0.0% | N/A | 0.000% |  |
| 8/8/2026 | Oxbow Advisors LLC | 43,242 | $0.55M | 0.0% | N/A | 0.000% |  |
| 8/7/2026 | Texas Capital Bank Wealth Management Services Inc | 35,841 | $0.46M | 0.0% | N/A | 0.000% |  |
| 8/7/2026 | Lee Johnson Capital Management LLC | 14,857 | $0.19M | 0.1% | N/A | 0.000% |  |
| 8/7/2026 | Pallas Capital Advisors LLC | 144,258 | $1.85M | 0.1% | N/A | 0.000% |  |
| 8/7/2026 | Requisite Capital Management LLC | 31,465 | $0.41M | 0.1% | N/A | 0.000% |  |
| 8/7/2026 | Wealthspan Partners LLC | 28,503 | $0.37M | 0.1% | N/A | 0.000% |  |
| 8/6/2026 | Global Retirement Partners LLC | 10,947 | $0.14M | 0.0% | N/A | 0.000% |  |
| 8/6/2026 | Silverlake Wealth Management LLC | 128,129 | $1.64M | 0.3% | N/A | 0.000% |  |
| 8/6/2026 | Maridea Wealth Management LLC | 13,323 | $0.17M | 0.0% | N/A | 0.000% |  |
| 7/24/2026 | Benjamin Edwards Inc. | 27,929 | $0.36M | 0.0% | +13.9% | 0.000% |  |
| 7/24/2026 | XML Financial LLC | 25,000 | $0.32M | 0.0% | -10.7% | 0.000% |  |
| 7/22/2026 | Fortitude Advisory Group L.L.C. | 20,263 | $0.26M | 0.1% | +6.2% | 0.000% |  |
| 7/22/2026 | Aurora Private Wealth Inc. | 22,581 | $0.29M | 0.2% | +5.5% | 0.000% |  |
| 7/21/2026 | Envestnet Portfolio Solutions Inc. | 31,985 | $0.41M | 0.0% | N/A | 0.000% |  |
| 7/20/2026 | Sowell Financial Services LLC | 32,279 | $0.41M | 0.0% | -8.3% | 0.000% |  |
| 7/10/2026 | Ramsey Quantitative Systems | 27,000 | $0.35M | 0.3% | N/A | 0.000% |  |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 33,087 | $0.42M | 0.0% | -5.6% | 0.000% |  |
| 7/9/2026 | Melone Private Wealth LLC | 126,739 | $1.62M | 0.6% | +26.5% | 0.000% |  |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 2,210,546 | $28.30M | 0.8% | +15.3% | 0.000% |  |
| 7/9/2026 | Worth Asset Management LLC | 19,905 | $0.26M | 0.1% | N/A | 0.000% |  |
| 7/8/2026 | Chapin Davis Inc. | 96,926 | $1.24M | 0.2% | +20.5% | 0.000% |  |
| 7/7/2026 | David J Yvars Group | 32,050 | $0.41M | 0.2% | +97.2% | 0.000% |  |
| 7/7/2026 | CoreCap Advisors LLC | 141,530 | $1.81M | 0.1% | +4.2% | 0.000% |  |
| 6/3/2026 | NewEdge Advisors LLC | 123,780 | $1.53M | 0.0% | -14.6% | 0.000% |  |
| 5/19/2026 | Bank of America Corp DE | 1,258,546 | $15.52M | 0.0% | -0.7% | 0.000% |  |
| 5/19/2026 | Arkadios Wealth Advisors | 162,902 | $2.01M | 0.0% | +54.2% | 0.000% |  |
| 5/18/2026 | Gould Capital LLC | 190,833 | $2.35M | 1.4% | +11.4% | 0.000% |  |
| 5/18/2026 | Royal Bank of Canada | 448,875 | $5.53M | 0.0% | +2.2% | 0.000% |  |
| 5/13/2026 | Cetera Investment Advisers | 219,465 | $2.71M | 0.0% | +14.2% | 0.000% |  |
| 5/8/2026 | PNC Financial Services Group Inc. | 33,667 | $0.42M | 0.0% | -6.1% | 0.000% |  |
| 5/7/2026 | World Equity Group Inc. | 23,450 | $0.29M | 0.1% | +32.5% | 0.000% |  |
| 5/6/2026 | FSA Advisors Inc. | 92,714 | $1.14M | 0.8% | +20.1% | 0.000% |  |
| 5/6/2026 | Morling Financial Advisors LLC | 11,198 | $0.14M | 0.0% | -22.1% | 0.000% |  |
| 5/6/2026 | Main Street Group LTD | 2,310 | $28K | 0.0% | N/A | 0.000% |  |
| 5/6/2026 | Independent Financial Group LLC | 28,333 | $0.35M | 0.0% | N/A | 0.000% |  |
| 5/5/2026 | D.A. Davidson & CO. | 27,242 | $0.34M | 0.0% | -5.7% | 0.000% |  |
| 5/5/2026 | Bank of New York Mellon Corp | 10,664 | $0.13M | 0.0% | N/A | 0.000% |  |
| 5/5/2026 | Sanctuary Advisors LLC | 20,727 | $0.26M | 0.0% | -8.3% | 0.000% |  |
| 5/5/2026 | Cornerstone Advisory LLC | 636,473 | $7.85M | 0.7% | -4.0% | 0.000% |  |
| 5/2/2026 | Anchor Investment Management LLC | 2,800 | $35K | 0.0% | -30.0% | 0.000% |  |
| 5/1/2026 | Midwest Trust Co | 14,181 | $0.18M | 0.0% | N/A | 0.000% |  |
| 5/1/2026 | Fifth Third Bancorp | 24,301 | $0.30M | 0.0% | +1,501.9% | 0.000% |  |
| 4/30/2026 | Whipplewood Advisors LLC | 72,954 | $0.90M | 0.5% | -2.5% | 0.000% |  |
| 4/30/2026 | Kestra Advisory Services LLC | 296,752 | $3.66M | 0.0% | +114.6% | 0.000% |  |
| 4/28/2026 | Koshinski Asset Management Inc. | 12,109 | $0.15M | 0.0% | -26.3% | 0.000% |  |
| 4/27/2026 | Burford Brothers Inc. | 37,778 | $0.47M | 0.2% | +66.2% | 0.000% |  |
| 4/27/2026 | Private Advisor Group LLC | 100,299 | $1.24M | 0.0% | -0.8% | 0.000% |  |
| 4/23/2026 | Powell Investment Advisors LLC | 10,182 | $0.13M | 0.0% | -19.3% | 0.000% |  |
| 4/23/2026 | Folger Nolan Fleming Douglas Capital Management Inc. | 42,948 | $0.53M | 0.0% | N/A | 0.000% |  |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 27,864 | $0.34M | 0.0% | +100.2% | 0.000% |  |
| 4/22/2026 | Janney Montgomery Scott LLC | 74,614 | $0.92M | 0.0% | +21.4% | 0.000% |  |
| 4/21/2026 | Artesa Financial Group LLC | 1,114,100 | $13.74M | 13.1% | -1.9% | 0.000% |  |
| 4/21/2026 | Fiduciary Alliance LLC | 12,500 | $0.16M | 0.0% | N/A | 0.000% |  |
| 4/20/2026 | Kercheville Advisors LLC | 66,600 | $0.82M | 0.3% | +82.0% | 0.000% |  |
| 4/17/2026 | XML Financial LLC | 28,000 | $0.35M | 0.0% | +54.1% | 0.000% |  |
| 3/17/2026 | Rockefeller Capital Management L.P. | 239,202 | $3.03M | 0.0% | -8.5% | 0.000% |  |
| 3/13/2026 | World Investment Advisors | 79,193 | $1M | 0.0% | +30.2% | 0.000% |  |
| 3/12/2026 | Vericrest Private Wealth | 13,697 | $0.17M | 0.2% | N/A | 0.000% |  |
| 3/9/2026 | Corient Private Wealth LLC | 26,043 | $0.33M | 0.0% | -12.5% | 0.000% |  |
| 3/5/2026 | Worthington Financial Partners LLC | 97,210 | $1.23M | 1.1% | N/A | 0.000% |  |
| 2/26/2026 | Alpine Global Management LLC | 147,831 | $1.87M | 0.3% | +2.7% | 0.000% |  |
| 2/25/2026 | Sit Investment Associates Inc. | 281,236 | $3.56M | 0.1% | -12.3% | 0.000% |  |
| 2/19/2026 | Invesco Ltd. | 205,318 | $2.60M | 0.0% | +3.0% | 0.000% |  |
| 2/19/2026 | Axxcess Wealth Management LLC | 56,697 | $0.72M | 0.0% | +20.3% | 0.000% |  |
| 2/19/2026 | Corient Private Wealth LLC | 26,043 | $0.33M | 0.0% | -12.5% | 0.000% |  |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 31,531 | $0.40M | 0.0% | -9.1% | 0.000% |  |
| 2/18/2026 | Vident Advisory LLC | 53,010 | $0.67M | 0.0% | N/A | 0.000% |  |
| 2/18/2026 | Rivernorth Capital Management LLC | 280,382 | $3.55M | 0.2% | -87.9% | 0.000% |  |
| 2/18/2026 | Evolve Private Wealth LLC | 16,494 | $0.21M | 0.0% | N/A | 0.000% |  |
| 2/17/2026 | Guggenheim Capital LLC | 2,562,261 | $32.44M | 0.2% | +41.1% | 0.000% |  |
| 2/17/2026 | Cetera Investment Advisers | 192,149 | $2.43M | 0.0% | -3.0% | 0.000% |  |
| 2/17/2026 | Equitable Holdings Inc. | 24,002 | $0.30M | 0.0% | +29.0% | 0.000% |  |
| 2/17/2026 | Osaic Holdings Inc. | 369,261 | $4.68M | 0.0% | -9.5% | 0.000% |  |
| 2/17/2026 | Captrust Financial Advisors | 115,529 | $1.46M | 0.0% | +7.3% | 0.000% |  |
| 2/17/2026 | &PARTNERS | 82,480 | $1.04M | 0.0% | +107.6% | 0.000% |  |
| 2/17/2026 | Royal Bank of Canada | 439,269 | $5.56M | 0.0% | +7.2% | 0.000% |  |
| 2/16/2026 | Mariner LLC | 115,638 | $1.46M | 0.0% | +2.5% | 0.000% |  |
| 2/16/2026 | Focus Partners Wealth | 144,997 | $1.82M | 0.0% | +102.7% | 0.000% |  |
| 2/16/2026 | Fortitude Advisory Group L.L.C. | 19,083 | $0.24M | 0.1% | +4.4% | 0.000% |  |
| 2/16/2026 | Element Wealth LLC | 26,933 | $0.34M | 0.1% | -5.6% | 0.000% |  |
| 2/16/2026 | Arkos Global Advisors | 19,578 | $0.25M | 0.0% | -16.0% | 0.000% |  |
| 2/13/2026 | Kestra Advisory Services LLC | 138,281 | $1.75M | 0.0% | +1.1% | 0.000% |  |
| 2/13/2026 | GM Advisory Group LLC | 19,300 | $0.24M | 0.0% | N/A | 0.000% |  |
| 2/13/2026 | Stifel Financial Corp | 402,480 | $5.10M | 0.0% | -5.8% | 0.000% |  |
| 2/13/2026 | Commerce Bank | 12,645 | $0.16M | 0.0% | -13.7% | 0.000% |  |
| 2/13/2026 | Magnolia Capital Advisors LLC | 15,310 | $0.19M | 0.0% | +46.6% | 0.000% |  |
| 2/13/2026 | Arkadios Wealth Advisors | 105,649 | $1.34M | 0.0% | +5.7% | 0.000% |  |
| 2/13/2026 | Van ECK Associates Corp | 1,231,724 | $15.59M | 0.0% | +10.5% | 0.000% |  |
| 2/13/2026 | Wells Fargo & Company MN | 1,430,930 | $18.12M | 0.0% | -12.5% | 0.000% |  |
| 2/13/2026 | Cohen & Steers Inc. | 298,266 | $3.78M | 0.0% | +3.5% | 0.000% |  |
| 2/13/2026 | Summit Financial LLC | 64,335 | $0.81M | 0.0% | +5.0% | 0.000% |  |
| 2/13/2026 | Gould Capital LLC | 171,233 | $2.17M | 1.3% | -5.6% | 0.000% |  |
| 2/12/2026 | Advisors Asset Management Inc. | 623,522 | $7.89M | 0.1% | +8.7% | 0.000% |  |
| 2/12/2026 | Hollencrest Capital Management | 35,102 | $0.44M | 0.0% | -5.0% | 0.000% |  |
| 2/12/2026 | Jane Street Group LLC | 191,028 | $2.42M | 0.0% | +116.0% | 0.000% |  |