| 9/9/2026 | Integrated Wealth Concepts LLC | 31,473 | $0.53M | 0.0% | -18.5% | 0.000% |  |
| 9/9/2026 | RFG Advisory LLC | 308,982 | $5.16M | 0.1% | +61.1% | 0.000% |  |
| 9/9/2026 | NewEdge Advisors LLC | 431,148 | $7.20M | 0.0% | +11.9% | 0.000% |  |
| 9/9/2026 | IFP Advisors Inc | 37,633 | $0.63M | 0.0% | +8.2% | 0.000% |  |
| 9/9/2026 | Baird Financial Group Inc. | 72,852 | $1.22M | 0.0% | +3.1% | 0.000% |  |
| 9/8/2026 | Allworth Financial LP | 21,024 | $0.35M | 0.0% | +62.5% | 0.000% |  |
| 9/8/2026 | Waverly Advisors LLC | 17,506 | $0.29M | 0.0% | N/A | 0.000% |  |
| 8/27/2026 | Corient Private Wealth LP | 24,219 | $0.41M | 0.0% | -23.9% | 0.000% |  |
| 8/23/2026 | Readystate Asset Management LP | 18,730 | $0.31M | 0.0% | N/A | 0.000% |  |
| 8/23/2026 | Ameritas Advisory Services LLC | 11,842 | $0.20M | 0.0% | +17.9% | 0.000% |  |
| 8/22/2026 | Advisory Solutions Group LLC | 45,459 | $0.76M | 0.3% | N/A | 0.000% |  |
| 8/22/2026 | TD Waterhouse Canada Inc. | 1,385,039 | $23.16M | 0.1% | +6.3% | 0.000% |  |
| 8/22/2026 | Concurrent Investment Advisors LLC | 23,477 | $0.39M | 0.0% | +28.4% | 0.000% |  |
| 8/21/2026 | Triumph Capital Management | 14,386 | $0.24M | 0.0% | +6.7% | 0.000% |  |
| 8/20/2026 | Wedbush Securities Inc. | 75,428 | $1.26M | 0.0% | +3.1% | 0.000% |  |
| 7/21/2026 | Merit Financial Group LLC | 53,303 | $0.89M | 0.0% | -8.7% | 0.000% |  |
| 7/18/2026 | Merit Financial Group LLC | 53,303 | $0.89M | 0.0% | -8.7% | 0.000% |  |
| 7/17/2026 | Farther Finance Advisors LLC | 141,329 | $2.36M | 0.0% | -61.0% | 0.000% |  |
| 7/16/2026 | Patriot Financial Group Insurance Agency LLC | 13,757 | $0.23M | 0.0% | -57.7% | 0.000% |  |
| 7/16/2026 | Ramiah Investment Group | 33,320 | $0.56M | 0.4% | +7.4% | 0.000% |  |
| 7/16/2026 | Prospera Financial Services Inc | 49,878 | $0.83M | 0.0% | -5.9% | 0.000% |  |
| 7/16/2026 | Independent Financial Group LLC | 717,418 | $11.98M | 0.2% | +37.9% | 0.000% |  |
| 7/15/2026 | Wealth Care LLC | 249,620 | $4.17M | 3.4% | +10.5% | 0.000% |  |
| 7/15/2026 | Spire Wealth Management | 14,776 | $0.25M | 0.0% | -15.1% | 0.000% |  |
| 7/15/2026 | Brookstone Capital Management | 37,781 | $0.63M | 0.0% | +11.8% | 0.000% |  |
| 7/15/2026 | Stolper Co | 26,047 | $0.54M | 0.1% | N/A | 0.000% |  |
| 7/15/2026 | Oxinas Partners LLC | 25,137 | $0.42M | 0.2% | +4.4% | 0.000% |  |
| 7/15/2026 | Seaview Investment Managers LLC | 69,738 | $1.17M | 0.3% | +48.2% | 0.000% |  |
| 7/14/2026 | Smith Asset Management Co. LLC | 160,826 | $2.69M | 2.1% | -1.0% | 0.000% |  |
| 7/14/2026 | Significant Wealth Partners LLC | 61,593 | $1.03M | 1.1% | +1.9% | 0.000% |  |
| 7/10/2026 | GenWealth Group Inc. | 27,137 | $0.45M | 0.1% | +35.3% | 0.000% |  |
| 7/10/2026 | Sage Capital Advisors llc | 20,956 | $0.35M | 0.1% | -6.3% | 0.000% |  |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 139,793 | $2.34M | 0.3% | -0.8% | 0.000% |  |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 436,792 | $7.29M | 0.1% | -0.3% | 0.000% |  |
| 7/9/2026 | Key Client Fiduciary Advisors LLC | 38,936 | $0.65M | 0.2% | -4.2% | 0.000% |  |
| 7/9/2026 | World Equity Group Inc. | 48,879 | $0.82M | 0.2% | +27.8% | 0.000% |  |
| 7/9/2026 | Focus Financial Network Inc. | 133,608 | $2.26M | 0.1% | +29.9% | 0.000% |  |
| 7/9/2026 | Allied Private Wealth LLC | 1,773 | $30K | 0.0% | N/A | 0.000% |  |
| 7/9/2026 | HF Advisory Group LLC | 69,328 | $1.16M | 0.4% | +12.9% | 0.000% |  |
| 7/8/2026 | MRA Advisory Group | 98,079 | $1.64M | 0.6% | +3.4% | 0.000% |  |
| 7/8/2026 | Gradient Investments LLC | 13,363 | $0.22M | 0.0% | N/A | 0.000% |  |
| 7/8/2026 | First Heartland Consultants Inc. | 48,956 | $0.82M | 0.1% | +10.9% | 0.000% |  |
| 7/8/2026 | Attessa Capital LLC | 22,787 | $0.38M | 0.2% | +111.3% | 0.000% |  |
| 7/8/2026 | Mallini Complete Financial Planning LLC | 22,128 | $0.37M | 0.3% | +10.8% | 0.000% |  |
| 7/7/2026 | Avior Wealth Management LLC | 462,193 | $7.72M | 0.2% | +2.6% | 0.000% |  |
| 7/7/2026 | CoreCap Advisors LLC | 50,008 | $0.84M | 0.0% | -2.6% | 0.000% |  |
| 7/6/2026 | Meadowbrook Wealth Management LLC | 110,570 | $1.85M | 2.0% | N/A | 0.000% |  |
| 7/2/2026 | Silverleafe Capital Partners LLC | 13,637 | $0.23M | 0.1% | +10.7% | 0.000% |  |
| 7/1/2026 | Noble Wealth Management PBC | 537,557 | $8.98M | 4.0% | -7.0% | 0.000% |  |
| 6/30/2026 | VectorGlobal IAG Inc. | 38,733 | $0.66M | 0.2% | N/A | 0.000% |  |
| 6/18/2026 | Western Wealth Management LLC | 78,341 | $1.34M | 0.0% | +22.0% | 0.000% |  |
| 6/3/2026 | NewEdge Advisors LLC | 385,169 | $6.59M | 0.0% | +14.7% | 0.000% |  |
| 5/29/2026 | Ramiah Investment Group | 31,020 | $0.53M | 0.5% | -4.3% | 0.000% |  |
| 5/28/2026 | Lavelle Capital LP | 20,967 | $0.36M | 0.2% | N/A | 0.000% |  |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 28,493 | $0.49M | 0.1% | +15.4% | 0.000% |  |
| 5/22/2026 | Verus Capital Partners LLC | 380,472 | $6.51M | 0.4% | +53.6% | 0.000% |  |
| 5/19/2026 | Western Wealth Management LLC | 78,341 | $1.34M | 0.0% | +22.0% | 0.000% |  |
| 5/19/2026 | Bank of America Corp DE | 3,038,182 | $51.98M | 0.0% | +3.5% | 0.000% |  |
| 5/19/2026 | Alexander Labrunerie & CO. Inc. | 129,940 | $2.22M | 0.8% | +5.1% | 0.000% |  |
| 5/19/2026 | Arkadios Wealth Advisors | 380,364 | $6.51M | 0.1% | +2,177.6% | 0.000% |  |
| 5/18/2026 | Sunbelt Securities Inc. | 1,600 | $27K | 0.0% | -76.3% | 0.000% |  |
| 5/18/2026 | Royal Bank of Canada | 1,537,452 | $26.31M | 0.0% | +10.5% | 0.000% |  |
| 5/15/2026 | Gateway Wealth Partners LLC | 42,470 | $0.73M | 0.0% | +161.2% | 0.000% |  |
| 5/14/2026 | Sentinel Advisory Group LLC | 342,272 | $5.86M | 2.9% | N/A | 0.000% |  |
| 5/14/2026 | Compound Planning Inc. | 32,907 | $0.56M | 0.0% | +3.8% | 0.000% |  |
| 5/14/2026 | Lido Advisors LLC | 49,010 | $0.85M | 0.0% | +10.3% | 0.000% |  |
| 5/13/2026 | Cetera Investment Advisers | 1,708,064 | $29.23M | 0.0% | +6.9% | 0.000% |  |
| 5/13/2026 | NewEdge Wealth LLC | 37,580 | $0.64M | 0.0% | +1.9% | 0.000% |  |
| 5/8/2026 | PNC Financial Services Group Inc. | 249,215 | $4.26M | 0.0% | +206.5% | 0.000% |  |
| 5/7/2026 | Beta Wealth Group Inc. | 227,453 | $3.89M | 1.6% | -0.8% | 0.000% |  |
| 5/7/2026 | World Equity Group Inc. | 38,241 | $0.65M | 0.2% | +26.2% | 0.000% |  |
| 5/6/2026 | Fiscal Wisdom Wealth Management LLC | 10,486 | $0.18M | 0.2% | N/A | 0.000% |  |
| 5/6/2026 | Independent Financial Group LLC | 520,075 | $8.90M | 0.3% | N/A | 0.000% |  |
| 5/5/2026 | Marks Group Wealth Management Inc | 85,175 | $1.46M | 0.1% | -5.3% | 0.000% |  |
| 5/5/2026 | Geneos Wealth Management Inc. | 16,436 | $0.28M | 0.0% | +38.9% | 0.000% |  |
| 5/5/2026 | Sanctuary Advisors LLC | 83,801 | $1.43M | 0.0% | +21.9% | 0.000% |  |
| 5/5/2026 | Cornerstone Advisory LLC | 568,664 | $9.73M | 0.9% | -7.7% | 0.000% |  |
| 5/4/2026 | HBW Advisory Services LLC | 25,802 | $0.44M | 0.0% | -3.6% | 0.000% |  |
| 5/4/2026 | Chicago Partners Investment Group LLC | 27,237 | $0.48M | 0.0% | +33.4% | 0.000% |  |
| 5/2/2026 | International Assets Investment Management LLC | 25,292 | $0.44M | 0.0% | +14.9% | 0.000% |  |
| 5/2/2026 | Arlington Capital Management Inc. | 40,098 | $0.69M | 0.4% | +10.2% | 0.000% |  |
| 5/2/2026 | Diversify Wealth Management LLC | 72,052 | $1.26M | 0.0% | +43.6% | 0.000% |  |
| 5/1/2026 | Kaizen Financial Strategies | 37,053 | $0.64M | 0.3% | +2.8% | 0.000% |  |
| 5/1/2026 | Fifth Third Bancorp | 60,233 | $1.03M | 0.0% | N/A | 0.000% |  |
| 5/1/2026 | Sovran Advisors LLC | 45,337 | $0.79M | 0.1% | +1.3% | 0.000% |  |
| 4/30/2026 | Accredited Investors Inc. | 44,580 | $0.76M | 0.0% | +115.2% | 0.000% |  |
| 4/30/2026 | First Horizon Corp | 3,360 | $57K | 0.0% | N/A | 0.000% |  |
| 4/30/2026 | Kestra Advisory Services LLC | 362,230 | $6.28M | 0.0% | +3.4% | 0.000% |  |
| 4/29/2026 | Flatrock Wealth Partners LLC | 16,185 | $0.28M | 0.1% | N/A | 0.000% |  |
| 4/28/2026 | Abel Hall LLC | 15,000 | $0.26M | 0.1% | N/A | 0.000% |  |
| 4/28/2026 | Ascentis Independent Advisors | 6,996 | $0.12M | 0.0% | N/A | 0.000% |  |
| 4/28/2026 | Koshinski Asset Management Inc. | 22,545 | $0.39M | 0.0% | -2.6% | 0.000% |  |
| 4/28/2026 | Beacon Financial Advisory LLC | 40,029 | $0.69M | 0.2% | +5.4% | 0.000% |  |
| 4/28/2026 | Wealthstar Advisors LLC | 108,997 | $1.87M | 0.9% | -2.3% | 0.000% |  |
| 4/27/2026 | PFG Investments LLC | 1,525,235 | $26.10M | 1.2% | +5.1% | 0.000% |  |
| 4/27/2026 | World Investment Advisors | 156,237 | $2.67M | 0.0% | +110.1% | 0.000% |  |
| 4/27/2026 | Private Advisor Group LLC | 876,123 | $14.99M | 0.1% | +5.1% | 0.000% |  |
| 4/24/2026 | Wealth Care LLC | 225,870 | $3.87M | 3.4% | N/A | 0.000% |  |
| 4/24/2026 | Flagship Private Wealth LLC | 151,916 | $2.60M | 1.1% | +7.8% | 0.000% |  |
| 4/24/2026 | Wagner Wealth Management LLC | 370,346 | $6.34M | 1.3% | +1.0% | 0.000% |  |