| 11/17/2025 | First Foundation Advisors | 20,202 | $99K | 0.0% | -61.9% | 0.042% |  |
| 11/17/2025 | 1607 Capital Partners LLC | 2,377,434 | $11.70M | 0.9% | -8.0% | 4.976% |  |
| 11/17/2025 | Ameriprise Financial Inc. | 816,935 | $4.02M | 0.0% | -6.7% | 1.710% |  |
| 11/14/2025 | Raymond James Financial Inc. | 939,399 | $4.62M | 0.0% | -1.9% | 1.966% |  |
| 11/13/2025 | Seven Mile Advisory | 107,700 | $0.53M | 0.1% | N/A | 0.225% |  |
| 11/13/2025 | UBS Group AG | 156,821 | $0.77M | 0.0% | -14.7% | 0.328% |  |
| 11/13/2025 | Private Advisor Group LLC | 13,850 | $68K | 0.0% | N/A | 0.029% |  |
| 11/13/2025 | Intellus Advisors LLC | 68,796 | $0.34M | 0.0% | +38.3% | 0.144% |  |
| 11/10/2025 | Transatlantique Private Wealth LLC | 35,844 | $0.18M | 0.1% | -19.7% | 0.075% |  |
| 11/7/2025 | Readystate Asset Management LP | 10,008 | $49K | 0.0% | -63.5% | 0.021% |  |
| 11/7/2025 | Uhlmann Price Securities LLC | 35,185 | $0.17M | 0.1% | -9.2% | 0.074% |  |
| 11/6/2025 | MB Generational Wealth LLC | 12,812 | $63K | 0.0% | N/A | 0.027% |  |
| 10/30/2025 | Hara Capital LLC | 45,314 | $0.22M | 0.1% | +32.4% | 0.095% |  |
| 10/22/2025 | SeaBridge Investment Advisors LLC | 697,752 | $3.43M | 0.6% | -13.3% | 1.460% |  |
| 10/15/2025 | Whitener Capital Management Inc. | 34,537 | $0.17M | 0.0% | -7.0% | 0.072% |  |
| 10/15/2025 | JP Wealth Management Inc. | 3,006,023 | $14.79M | 9.9% | -6.4% | 6.291% |  |
| 10/14/2025 | Riverbridge Partners LLC | 174,353 | $0.86M | 0.0% | +2.5% | 0.365% |  |
| 10/7/2025 | Northside Capital Management LLC | 905,985 | $4.46M | 0.4% | -14.4% | 1.896% |  |
| 9/4/2025 | Osaic Holdings Inc. | 95,852 | $0.47M | 0.0% | -16.3% | 0.201% |  |
| 8/15/2025 | Corient Private Wealth LLC | 16,740 | $82K | 0.0% | N/A | 0.035% |  |
| 8/15/2025 | Hara Capital LLC | 34,223 | $0.17M | 0.1% | N/A | 0.072% |  |
| 8/15/2025 | Bank of America Corp DE | 41,740 | $0.20M | 0.0% | +13.6% | 0.087% |  |
| 8/15/2025 | Ameriprise Financial Inc. | 875,524 | $4.27M | 0.0% | -5.7% | 1.832% |  |
| 8/14/2025 | Jane Street Group LLC | 70,281 | $0.34M | 0.0% | N/A | 0.147% |  |
| 8/14/2025 | Raymond James Financial Inc. | 957,307 | $4.67M | 0.0% | -2.9% | 2.004% |  |
| 8/12/2025 | Intellus Advisors LLC | 49,754 | $0.24M | 0.0% | +6.0% | 0.104% |  |
| 8/8/2025 | Tortoise Investment Management LLC | 16,325 | $80K | 0.0% | -31.3% | 0.034% |  |
| 8/8/2025 | Cetera Investment Advisers | 16,965 | $83K | 0.0% | -20.9% | 0.036% |  |
| 8/8/2025 | PNC Financial Services Group Inc. | 23,722 | $0.12M | 0.0% | -44.0% | 0.050% |  |
| 8/7/2025 | Allworth Financial LP | 23,000 | $0.11M | 0.0% | N/A | 0.048% |  |
| 7/31/2025 | Whipplewood Advisors LLC | 158,266 | $0.77M | 0.4% | N/A | 0.331% |  |
| 7/29/2025 | International Assets Investment Management LLC | 37,059 | $0.18M | 0.0% | -20.1% | 0.078% |  |
| 7/22/2025 | JP Wealth Management Inc. | 3,213,023 | $15.68M | 11.7% | +5.6% | 6.725% |  |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 805,169 | $3.93M | 0.7% | +17.6% | 1.685% |  |
| 7/15/2025 | Riverbridge Partners LLC | 170,101 | $0.83M | 0.0% | +4.0% | 0.356% |  |
| 5/20/2025 | Focus Partners Wealth | 10,275 | $50K | 0.0% | N/A | 0.022% |  |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,056 | $0.16M | 0.0% | -9.2% | 0.067% |  |
| 5/16/2025 | 1607 Capital Partners LLC | 2,670,304 | $12.98M | 1.0% | +21.2% | 5.588% |  |
| 5/15/2025 | Tortoise Investment Management LLC | 23,755 | $0.12M | 0.0% | -32.8% | 0.050% |  |
| 5/14/2025 | Ieq Capital LLC | 76,049 | $0.37M | 0.0% | N/A | 0.159% |  |
| 5/13/2025 | Raymond James Financial Inc. | 986,159 | $4.79M | 0.0% | +5.4% | 2.064% |  |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,513,568 | $7.36M | 0.0% | -7.6% | 3.167% |  |
| 5/13/2025 | Sit Investment Associates Inc. | 7,486,736 | $36.39M | 0.9% | +8.2% | 15.668% |  |
| 5/12/2025 | Invesco Ltd. | 401,659 | $1.95M | 0.0% | +0.8% | 0.841% |  |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,665 | $62K | 0.0% | -30.5% | 0.027% |  |
| 5/9/2025 | Cary Street Partners Financial LLC | 45,294 | $0.22M | 0.0% | -16.5% | 0.095% |  |
| 5/9/2025 | PNC Financial Services Group Inc. | 42,366 | $0.21M | 0.0% | -17.5% | 0.089% |  |
| 5/8/2025 | First Foundation Advisors | 67,390 | $0.33M | 0.0% | -8.5% | 0.141% |  |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 684,704 | $3.33M | 0.7% | +30.4% | 1.433% |  |
| 5/1/2025 | Whitener Capital Management Inc. | 38,657 | $0.19M | 0.1% | -14.4% | 0.081% |  |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 10,017 | $49K | 0.0% | N/A | 0.000% |  |
| 4/21/2025 | Riverbridge Partners LLC | 163,574 | $0.80M | 0.0% | +10.3% | 0.000% |  |
| 4/18/2025 | JP Wealth Management Inc. | 3,042,735 | $14.79M | 4.8% | +7.3% | 0.000% |  |
| 4/17/2025 | Sowell Financial Services LLC | 33,231 | $0.16M | 0.0% | N/A | 0.000% |  |
| 4/10/2025 | Northside Capital Management LLC | 1,058,672 | $5.15M | 0.8% | -2.3% | 0.000% |  |
| 4/9/2025 | NBC Securities Inc. | 8,589 | $41K | 0.0% | +107,262.5% | 0.000% |  |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,088 | $49K | 0.0% | N/A | 0.000% |  |
| 2/17/2025 | Cary Street Partners Financial LLC | 54,268 | $0.26M | 0.0% | N/A | 0.000% |  |
| 2/17/2025 | Bank of America Corp DE | 39,930 | $0.19M | 0.0% | +11.7% | 0.000% |  |
| 2/17/2025 | Ameriprise Financial Inc. | 997,360 | $4.80M | 0.0% | +14.4% | 0.000% |  |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 23,986 | $0.12M | 0.0% | -29.1% | 0.000% |  |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 1,637,796 | $7.88M | 0.0% | -19.5% | 0.000% |  |
| 2/13/2025 | 1607 Capital Partners LLC | 2,202,483 | $10.59M | 0.9% | +19.7% | 0.000% |  |
| 2/13/2025 | First Foundation Advisors | 73,617 | $0.35M | 0.0% | -6.7% | 0.000% |  |
| 2/13/2025 | Raymond James Financial Inc. | 935,886 | $4.50M | 0.0% | N/A | 0.000% |  |
| 2/13/2025 | Invesco Ltd. | 398,434 | $1.92M | 0.0% | +1.8% | 0.000% |  |
| 2/13/2025 | Sit Investment Associates Inc. | 6,916,611 | $33.27M | 0.8% | +0.8% | 0.000% |  |
| 2/13/2025 | Wells Fargo & Company MN | 228,077 | $1.10M | 0.0% | -5.1% | 0.000% |  |
| 2/12/2025 | Landscape Capital Management L.L.C. | 17,094 | $82K | 0.0% | -74.6% | 0.000% |  |
| 2/11/2025 | Intellus Advisors LLC | 45,859 | $0.22M | 0.0% | N/A | 0.000% |  |
| 2/11/2025 | ProVise Management Group LLC | 10,001 | $48K | 0.0% | -21.3% | 0.000% |  |
| 2/7/2025 | HighTower Advisors LLC | 53,448 | $0.26M | 0.0% | -7.2% | 0.000% |  |
| 2/7/2025 | Tortoise Investment Management LLC | 35,330 | $0.17M | 0.0% | -27.1% | 0.000% |  |
| 2/7/2025 | PNC Financial Services Group Inc. | 51,357 | $0.25M | 0.0% | +102.6% | 0.000% |  |
| 2/6/2025 | Lindbrook Capital LLC | 10,373 | $50K | 0.0% | N/A | 0.000% |  |
| 2/6/2025 | Raymond James Financial Inc. | 935,886 | $4.50M | 0.0% | N/A | 0.000% |  |
| 2/5/2025 | Noble Wealth Management PBC | 171,455 | $0.83M | 0.6% | N/A | 0.000% |  |
| 1/24/2025 | JP Wealth Management Inc. | 2,835,435 | $13.64M | 10.0% | N/A | 0.000% |  |
| 1/24/2025 | SeaBridge Investment Advisors LLC | 525,061 | $2.53M | 0.5% | -0.6% | 0.000% |  |
| 1/23/2025 | Institute for Wealth Management LLC. | 49,404 | $0.24M | 0.0% | -4.7% | 0.000% |  |
| 1/17/2025 | Transform Wealth LLC | 54,448 | $0.27M | 0.0% | N/A | 0.000% |  |
| 1/15/2025 | Whitener Capital Management Inc. | 45,162 | $0.22M | 0.1% | -23.8% | 0.000% |  |
| 1/14/2025 | Northside Capital Management LLC | 1,083,672 | $5.21M | 1.4% | -1.6% | 0.000% |  |
| 1/8/2025 | International Assets Investment Management LLC | 46,382 | $0.22M | 0.0% | -80.5% | 0.000% |  |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 2,033,723 | $10.36M | 0.1% | N/A | 0.000% |  |
| 11/9/2024 | Landscape Capital Management L.L.C. | 67,276 | $0.35M | 0.0% | -72.4% | 0.000% |  |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,119 | $62K | 0.0% | +19.9% | 0.025% |  |
| 10/22/2024 | International Assets Investment Management LLC | 237,940 | $1.22M | 0.0% | +413.0% | 0.498% |  |
| 10/18/2024 | Northside Capital Management LLC | 1,101,272 | $5.65M | 0.9% | -2.6% | 2.305% |  |
| 10/18/2024 | Raymond James & Associates | 862,218 | $4.42M | 0.0% | -2.6% | 1.804% |  |
| 9/5/2024 | Sanctuary Advisors LLC | 14,680 | $68K | 0.0% | N/A | 0.031% |  |
| 8/13/2024 | Merriman Wealth Management LLC | 10,075 | $48K | 0.0% | N/A | 0.021% |  |
| 8/13/2024 | Transatlantique Private Wealth LLC | 56,565 | $0.27M | 0.1% | +36.7% | 0.118% |  |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 22,736 | $0.11M | 0.0% | N/A | 0.048% |  |
| 8/6/2024 | First Foundation Advisors | 145,074 | $0.69M | 0.0% | -1.7% | 0.304% |  |
| 8/2/2024 | Tortoise Investment Management LLC | 103,295 | $0.49M | 0.1% | N/A | 0.216% |  |
| 8/1/2024 | SeaBridge Investment Advisors LLC | 577,399 | $2.74M | 0.7% | +24.3% | 1.208% |  |
| 7/25/2024 | Calamos Advisors LLC | 28,144 | $0.13M | 0.0% | N/A | 0.059% |  |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,109 | $48K | 0.0% | -55.0% | 0.021% |  |
| 7/19/2024 | Raymond James & Associates | 885,482 | $4.20M | 0.0% | -10.1% | 1.853% |  |