| 7/18/2026 | Rosenberg Matthew Hamilton | 5,149 | $2.46M | 0.5% | +1.7% | 0.000% |  |
| 7/18/2026 | Hickory Point Bank & Trust | 522 | $0.25M | 0.2% | -16.1% | 0.000% |  |
| 7/18/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 134,811 | $64.38M | 1.4% | +1.1% | 0.003% |  |
| 7/18/2026 | Fort Washington Investment Advisors Inc. OH | 653,800 | $312.24M | 1.6% | +0.1% | 0.013% |  |
| 7/18/2026 | Sulzberger Capital Advisors Inc. | 1,936 | $0.93M | 0.9% | +4.3% | 0.000% |  |
| 7/18/2026 | Pachira Investments Inc. | 608 | $0.29M | 0.1% | N/A | 0.000% |  |
| 7/18/2026 | Liberty Capital Management Inc. | 629 | $0.30M | 0.1% | N/A | 0.000% |  |
| 7/18/2026 | Baker Tilly Wealth Management LLC | 2,695 | $1.29M | 0.3% | +4.8% | 0.000% |  |
| 7/18/2026 | Watershed Private Wealth LLC | 1,586 | $0.76M | 0.2% | -12.1% | 0.000% |  |
| 7/18/2026 | Merit Financial Group LLC | 44,533 | $21.27M | 0.1% | -0.2% | 0.001% |  |
| 7/18/2026 | Formidable Asset Management LLC | 6,259 | $2.99M | 0.5% | -11.1% | 0.000% |  |
| 7/18/2026 | Vaquero Private Wealth Ltd. | 941 | $0.45M | 0.1% | N/A | 0.000% |  |
| 7/18/2026 | Good Harbor Advisors Inc. | 591 | $0.28M | 0.3% | N/A | 0.000% |  |
| 7/17/2026 | Martin Investment Management LLC | 1,865 | $0.89M | 0.3% | -12.2% | 0.000% |  |
| 7/17/2026 | Farther Finance Advisors LLC | 58,502 | $27.90M | 0.2% | +19.2% | 0.001% |  |
| 7/17/2026 | LifeSteps Financial Inc. | 337 | $0.16M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Ballentine Partners LLC | 45,094 | $21.54M | 0.3% | +6.0% | 0.001% |  |
| 7/17/2026 | Burns Matteson Capital Management LLC | 1,796 | $0.86M | 0.3% | -2.3% | 0.000% |  |
| 7/17/2026 | InTrack Investment Management Inc | 2,472 | $1.18M | 0.6% | -14.8% | 0.000% |  |
| 7/17/2026 | O Connor Financial Group LLC | 638 | $0.31M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Amplius Wealth Advisors LLC | 1,140 | $0.55M | 0.0% | -6.6% | 0.000% |  |
| 7/17/2026 | TCFG Investment Advisors LLC | 2,227 | $1.06M | 0.4% | +1.4% | 0.000% |  |
| 7/17/2026 | Fifth Third Wealth Advisors LLC | 8,435 | $4.03M | 0.1% | -24.1% | 0.000% |  |
| 7/17/2026 | Altus Wealth Group LLC | 587 | $0.28M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Larry Mathis Financial Planning LLC | 2,446 | $1.17M | 0.6% | -22.8% | 0.000% |  |
| 7/17/2026 | LongView Wealth Management | 533 | $0.26M | 0.1% | -50.2% | 0.000% |  |
| 7/17/2026 | Winthrop Advisory Group LLC | 1,593 | $0.76M | 0.1% | +45.3% | 0.000% |  |
| 7/17/2026 | HM Payson & Co. | 53,472 | $25.54M | 0.3% | -0.5% | 0.001% |  |
| 7/17/2026 | Cary Street Partners Investment Advisory LLC | 5,987 | $2.86M | 0.6% | +2.4% | 0.000% |  |
| 7/17/2026 | Great Diamond Partners LLC | 10,273 | $4.91M | 0.8% | -3.5% | 0.000% |  |
| 7/17/2026 | Archford Capital Strategies LLC | 21,690 | $10.36M | 1.0% | -3.8% | 0.000% |  |
| 7/17/2026 | Rezny Wealth Management Inc. | 609 | $0.29M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Old North State Wealth Management LLC | 14,393 | $6.89M | 2.9% | -2.7% | 0.000% |  |
| 7/17/2026 | Aspen Investment Management Inc | 932 | $0.45M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Grey Fox Wealth Advisors LLC | 5,353 | $2.56M | 0.4% | +41.9% | 0.000% |  |
| 7/17/2026 | Benchmark Financial Wealth Advisors LLC | 785 | $0.38M | 0.1% | -20.3% | 0.000% |  |
| 7/17/2026 | Cidel Asset Management Inc. | 26,273 | $12.55M | 0.6% | +548.7% | 0.001% |  |
| 7/17/2026 | Sequoia Financial Advisors LLC | 65,597 | $31.33M | 0.2% | -0.8% | 0.001% |  |
| 7/17/2026 | Marion Wealth Management | 430 | $0.21M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Bluedoor Private Wealth LLC | 2,661 | $1.27M | 0.5% | -5.0% | 0.000% |  |
| 7/17/2026 | San Luis Wealth Advisors LLC | 1,674 | $0.80M | 0.1% | +5.7% | 0.000% |  |
| 7/17/2026 | BCS Wealth Management | 1,180 | $0.56M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Activest Wealth Management | 622 | $0.30M | 0.1% | -74.7% | 0.000% |  |
| 7/17/2026 | Segment Wealth Management LLC | 38,774 | $18.52M | 1.0% | +172.1% | 0.001% |  |
| 7/17/2026 | AK Global Asset Management LLC | 6,887 | $3.29M | 2.8% | +5.4% | 0.000% |  |
| 7/17/2026 | TB Alternative Assets Ltd. | 158,390 | $75.64M | 12.1% | +486.6% | 0.003% |  |
| 7/17/2026 | Strategic Planning Group LLC | 34,692 | $16.57M | 1.8% | +4.7% | 0.001% |  |
| 7/17/2026 | Brown Miller Wealth Management LLC | 516 | $0.25M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Howard Capital Management Group LLC | 2,455 | $1.17M | 0.1% | +68.7% | 0.000% |  |
| 7/17/2026 | Northeast Investment Management | 58,050 | $27.72M | 1.0% | +71.8% | 0.001% |  |
| 7/17/2026 | Richards Merrill & Peterson Inc. | 3,363 | $1.61M | 0.5% | -2.6% | 0.000% |  |
| 7/17/2026 | Crossmark Global Holdings Inc. | 245,867 | $117.42M | 1.5% | -4.5% | 0.005% |  |
| 7/17/2026 | Avalon Capital Management | 3,580 | $1.71M | 0.4% | +10.6% | 0.000% |  |
| 7/17/2026 | Rebalance LLC | 438 | $0.21M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Apeiron RIA LLC | 661 | $0.32M | 0.1% | -48.1% | 0.000% |  |
| 7/17/2026 | Brandywine Oak Private Wealth LLC | 2,094 | $1M | 0.1% | -1.4% | 0.000% |  |
| 7/17/2026 | Waystone Advisors LLC | 1,115 | $0.53M | 0.4% | +28.3% | 0.000% |  |
| 7/17/2026 | Integrated Financial Solutions Inc. | 1,613 | $0.77M | 0.4% | +26.7% | 0.000% |  |
| 7/16/2026 | Ledyard National Bank | 1,153 | $0.55M | 0.0% | N/A | 0.000% |  |
| 7/16/2026 | Targeted Financial Services LLC | 1,215 | $0.58M | 0.4% | N/A | 0.000% |  |
| 7/16/2026 | Acropolis Investment Management LLC | 4,700 | $2.25M | 0.1% | -3.5% | 0.000% |  |
| 7/16/2026 | Patriot Financial Group Insurance Agency LLC | 1,159 | $0.55M | 0.1% | -47.2% | 0.000% |  |
| 7/16/2026 | Riversedge Advisors LLC | 4,611 | $2.20M | 0.3% | -5.2% | 0.000% |  |
| 7/16/2026 | Beacon Financial Group | 7,684 | $3.67M | 0.3% | +1.2% | 0.000% |  |
| 7/16/2026 | CHICAGO TRUST Co NA | 5,374 | $2.57M | 0.4% | +97.6% | 0.000% |  |
| 7/16/2026 | PFG Advisors | 4,675 | $2.23M | 0.1% | -27.3% | 0.000% |  |
| 7/16/2026 | Certified Advisory Corp | 1,011 | $0.48M | 0.0% | -21.3% | 0.000% |  |
| 7/16/2026 | ARS Wealth Advisors Group LLC | 1,120 | $0.54M | 0.0% | -3.4% | 0.000% |  |
| 7/16/2026 | Hoxton Planning & Management LLC | 1,343 | $0.64M | 0.2% | +3.5% | 0.000% |  |
| 7/16/2026 | Wealth Analytics Partners LLC | 6,114 | $2.92M | 1.1% | +11.6% | 0.000% |  |
| 7/16/2026 | HBW Advisory Services LLC | 8,710 | $4.16M | 0.4% | -4.0% | 0.000% |  |
| 7/16/2026 | Union Bancaire Privee UBP SA | 550,730 | $263.01M | 3.2% | -11.7% | 0.011% |  |
| 7/16/2026 | Canoe Financial LP | 720,570 | $344.12M | 4.3% | -16.7% | 0.014% |  |
| 7/16/2026 | Jamison Private Wealth Management Inc. | 1,155 | $0.55M | 0.1% | +5.3% | 0.000% |  |
| 7/16/2026 | Relyea Zuckerberg Hanson LLC | 1,663 | $0.79M | 0.1% | N/A | 0.000% |  |
| 7/16/2026 | Aaron Wealth Advisors LLC | 59,883 | $28.60M | 1.5% | +16.1% | 0.001% |  |
| 7/16/2026 | Vaughan Nelson Investment Management L.P. | 483,590 | $230.95M | 2.0% | -5.2% | 0.009% |  |
| 7/16/2026 | Tran Capital Management L.P. | 68,614 | $32.77M | 3.8% | -2.0% | 0.001% |  |
| 7/16/2026 | Midwest Financial Partners Investments Inc. | 587 | $0.28M | 0.1% | N/A | 0.000% |  |
| 7/16/2026 | MBL Wealth LLC | 602 | $0.29M | 0.0% | -7.8% | 0.000% |  |
| 7/16/2026 | Highline Wealth Partners LLC | 2,427 | $1.16M | 0.2% | +4.2% | 0.000% |  |
| 7/16/2026 | City National Bank of Florida MSD | 1,843 | $0.88M | 0.4% | +42.8% | 0.000% |  |
| 7/16/2026 | Harbour Capital Advisors LLC | 9,227 | $4.41M | 0.8% | -1.3% | 0.000% |  |
| 7/16/2026 | Zevenbergen Capital Investments LLC | 108,665 | $51.90M | 1.2% | +60.9% | 0.002% |  |
| 7/16/2026 | Viewpoint Investment Partners Corp | 5,101 | $2.44M | 0.8% | -1.8% | 0.000% |  |
| 7/16/2026 | Capital Investment Management Inc. | 1,938 | $0.93M | 0.3% | -3.6% | 0.000% |  |
| 7/16/2026 | Alterna Wealth Management Inc. | 1,202 | $0.57M | 0.3% | +86.6% | 0.000% |  |
| 7/16/2026 | Bell Bank | 14,031 | $6.70M | 0.3% | +3.5% | 0.000% |  |
| 7/16/2026 | Montecito Bank & Trust | 9,554 | $4.56M | 0.7% | -1.2% | 0.000% |  |
| 7/16/2026 | Prospera Financial Services Inc | 40,262 | $19.24M | 0.3% | -0.3% | 0.001% |  |
| 7/16/2026 | Cannon Advisors Inc. | 843 | $0.40M | 0.3% | +10.3% | 0.000% |  |
| 7/16/2026 | Birch Financial Group LLC | 694 | $0.33M | 0.2% | N/A | 0.000% |  |
| 7/16/2026 | Guardian Financial Partners LLC | 1,325 | $0.63M | 0.2% | +32.5% | 0.000% |  |
| 7/16/2026 | Independent Financial Group LLC | 98,811 | $47.19M | 0.9% | +94.0% | 0.002% |  |
| 7/16/2026 | Security National Bank | 1,779 | $0.85M | 0.1% | +53.9% | 0.000% |  |
| 7/15/2026 | First Merchants Corp | 19,981 | $9.54M | 0.3% | -0.5% | 0.000% |  |
| 7/15/2026 | Tompkins Financial Corp | 927 | $0.44M | 0.0% | -14.7% | 0.000% |  |
| 7/15/2026 | Park National Corp OH | 1,399 | $0.67M | 0.0% | -14.5% | 0.000% |  |
| 7/15/2026 | BDFS Capital LLC | 1,800 | $0.86M | 0.4% | -11.9% | 0.000% |  |
| 7/15/2026 | Secure Asset Management LLC | 15,586 | $7.44M | 1.0% | +6.0% | 0.000% |  |