| 8/3/2026 | BIP Wealth LLC | 2,748 | $0.42M | 0.0% | N/A | 0.000% |  |
| 8/3/2026 | Trifecta Capital Advisors LLC | 47,180 | $7.15M | 0.9% | N/A | 0.004% |  |
| 8/3/2026 | Everett Harris & Co. CA | 1,118,622 | $169.47M | 2.1% | N/A | 0.101% |  |
| 8/3/2026 | Summit Global Investments | 6,792 | $1.03M | 0.1% | N/A | 0.001% |  |
| 8/3/2026 | Beacon Bank & Trust | 37,206 | $5.64M | 0.6% | -7.5% | 0.003% |  |
| 8/3/2026 | Oppenheimer Asset Management Inc. | 187,050 | $28.34M | 0.3% | N/A | 0.017% |  |
| 8/3/2026 | Bryn Mawr Trust Advisors LLC | 80,986 | $12.27M | 0.5% | N/A | 0.007% |  |
| 8/3/2026 | Mill Capital Management LLC | 9,550 | $1.45M | 0.1% | N/A | 0.001% |  |
| 8/3/2026 | Laraway Financial Advisors Inc | 7,275 | $1.10M | 0.7% | N/A | 0.001% |  |
| 8/3/2026 | Hardy Reed LLC | 8,602 | $1.30M | 0.1% | N/A | 0.001% |  |
| 8/3/2026 | Dockside LLC | 7,868 | $1.19M | 0.3% | N/A | 0.001% |  |
| 7/27/2026 | Larry Mathis Financial Planning LLC | 3,815 | $0.58M | 0.2% | +29.9% | 0.000% |  |
| 7/21/2026 | Merit Financial Group LLC | 92,251 | $13.98M | 0.1% | +4.3% | 0.008% |  |
| 7/18/2026 | Diversified Trust Co. | 56,160 | $8.51M | 0.1% | -2.4% | 0.005% |  |
| 7/18/2026 | Cary Street Partners Financial LLC | 29,837 | $4.52M | 0.1% | +15.8% | 0.003% |  |
| 7/18/2026 | Central Bank & Trust Co. | 18,669 | $2.83M | 0.4% | +1.0% | 0.002% |  |
| 7/18/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 31,244 | $4.73M | 0.1% | +12.0% | 0.003% |  |
| 7/18/2026 | Fort Washington Investment Advisors Inc. OH | 57,157 | $8.66M | 0.0% | -1.9% | 0.005% |  |
| 7/18/2026 | Citizens & Northern Corp | 16,787 | $2.54M | 0.6% | -1.0% | 0.002% |  |
| 7/18/2026 | Merit Financial Group LLC | 92,251 | $13.98M | 0.1% | +4.3% | 0.008% |  |
| 7/18/2026 | Builder Investment Group Inc. ADV | 51,370 | $7.78M | 1.5% | +0.2% | 0.005% |  |
| 7/18/2026 | Formidable Asset Management LLC | 7,479 | $1.19M | 0.2% | -1.2% | 0.001% |  |
| 7/18/2026 | Vaquero Private Wealth Ltd. | 1,349 | $0.20M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Farther Finance Advisors LLC | 72,490 | $10.98M | 0.1% | +25.4% | 0.007% |  |
| 7/17/2026 | LifeSteps Financial Inc. | 265 | $40K | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Ballentine Partners LLC | 35,412 | $5.37M | 0.1% | -1.7% | 0.003% |  |
| 7/17/2026 | InTrack Investment Management Inc | 5,884 | $0.89M | 0.4% | -2.2% | 0.001% |  |
| 7/17/2026 | Fifth Third Wealth Advisors LLC | 49,868 | $7.56M | 0.2% | +7.5% | 0.005% |  |
| 7/17/2026 | Fairvoy Private Wealth LLC | 22,338 | $3.38M | 0.7% | +0.8% | 0.002% |  |
| 7/17/2026 | Larry Mathis Financial Planning LLC | 3,815 | $0.58M | 0.3% | +29.9% | 0.000% |  |
| 7/17/2026 | HM Payson & Co. | 621,328 | $94.13M | 1.2% | +10.1% | 0.056% |  |
| 7/17/2026 | Cary Street Partners Investment Advisory LLC | 7,090 | $1.07M | 0.2% | +15.6% | 0.001% |  |
| 7/17/2026 | Great Diamond Partners LLC | 12,888 | $1.95M | 0.3% | -3.1% | 0.001% |  |
| 7/17/2026 | Archford Capital Strategies LLC | 28,436 | $4.31M | 0.4% | +23.3% | 0.003% |  |
| 7/17/2026 | OFI Invest Asset Management | 77,825 | $11.79M | 0.1% | -51.5% | 0.007% |  |
| 7/17/2026 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 244,244 | $37M | 0.2% | -5.6% | 0.022% |  |
| 7/17/2026 | Cidel Asset Management Inc. | 4,541 | $0.69M | 0.0% | +3.3% | 0.000% |  |
| 7/17/2026 | Sequoia Financial Advisors LLC | 241,412 | $36.57M | 0.2% | +6.6% | 0.022% |  |
| 7/17/2026 | Laurel Wealth Advisors LLC | 36,018 | $5.46M | 0.5% | -0.6% | 0.003% |  |
| 7/17/2026 | MinichMacGregor Wealth Management LLC | 46,731 | $7.08M | 1.1% | +8.1% | 0.004% |  |
| 7/17/2026 | Alhambra Investment Management LLC | 8,434 | $1.28M | 0.6% | -0.8% | 0.001% |  |
| 7/17/2026 | Marion Wealth Management | 20,233 | $3.07M | 0.6% | -0.6% | 0.002% |  |
| 7/17/2026 | Hennessy Advisors Inc. | 17,124 | $2.59M | 0.1% | N/A | 0.002% |  |
| 7/17/2026 | BCS Wealth Management | 1,360 | $0.21M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Activest Wealth Management | 586 | $89K | 0.0% | -37.3% | 0.000% |  |
| 7/17/2026 | Segment Wealth Management LLC | 111,444 | $16.88M | 0.9% | +2.2% | 0.010% |  |
| 7/17/2026 | Reyes Financial Architecture Inc. | 3,297 | $0.50M | 0.3% | -7.4% | 0.000% |  |
| 7/17/2026 | Strategic Planning Group LLC | 76,776 | $11.63M | 1.3% | +6.0% | 0.007% |  |
| 7/17/2026 | Howard Capital Management Group LLC | 247,582 | $37.51M | 2.3% | -0.8% | 0.022% |  |
| 7/17/2026 | Northeast Investment Management | 165,229 | $25.03M | 0.9% | +11.0% | 0.015% |  |
| 7/17/2026 | Seelaus Asset Management LLC | 1,757 | $0.27M | 0.2% | -4.1% | 0.000% |  |
| 7/17/2026 | Capital Advisors Ltd. LLC | 688 | $0.10M | 0.0% | -11.1% | 0.000% |  |
| 7/17/2026 | Richards Merrill & Peterson Inc. | 5,092 | $0.77M | 0.2% | +2.0% | 0.000% |  |
| 7/17/2026 | Crossmark Global Holdings Inc. | 415,918 | $63.01M | 0.8% | +5.3% | 0.038% |  |
| 7/17/2026 | Coastwise Capital Group LLC | 1,501 | $0.23M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Waystone Advisors LLC | 2,062 | $0.31M | 0.2% | +9.4% | 0.000% |  |
| 7/16/2026 | Ledyard National Bank | 76,501 | $11.59M | 0.9% | -1.7% | 0.007% |  |
| 7/16/2026 | Acropolis Investment Management LLC | 8,687 | $1.32M | 0.0% | -2.0% | 0.001% |  |
| 7/16/2026 | Patriot Financial Group Insurance Agency LLC | 4,180 | $0.63M | 0.1% | -49.2% | 0.000% |  |
| 7/16/2026 | Riversedge Advisors LLC | 4,502 | $0.68M | 0.1% | +35.7% | 0.000% |  |
| 7/16/2026 | Beacon Financial Group | 1,678 | $0.25M | 0.0% | +9.0% | 0.000% |  |
| 7/16/2026 | CHICAGO TRUST Co NA | 4,169 | $0.63M | 0.1% | -2.2% | 0.000% |  |
| 7/16/2026 | PFG Advisors | 3,010 | $0.46M | 0.0% | -29.4% | 0.000% |  |
| 7/16/2026 | Hengehold Capital Management LLC | 3,974 | $0.60M | 0.0% | -5.7% | 0.000% |  |
| 7/16/2026 | Hoxton Planning & Management LLC | 1,450 | $0.22M | 0.1% | -6.3% | 0.000% |  |
| 7/16/2026 | HBW Advisory Services LLC | 1,357 | $0.21M | 0.0% | +5.1% | 0.000% |  |
| 7/16/2026 | BTC Capital Management Inc. | 104,668 | $15.86M | 1.0% | -5.9% | 0.009% |  |
| 7/16/2026 | Union Bancaire Privee UBP SA | 68,468 | $10.37M | 0.1% | +53.5% | 0.006% |  |
| 7/16/2026 | Ipswich Investment Management Co. Inc. | 49,539 | $7.51M | 1.6% | +6.1% | 0.004% |  |
| 7/16/2026 | Canoe Financial LP | 661,117 | $100.16M | 1.2% | -8.0% | 0.060% |  |
| 7/16/2026 | Jamison Private Wealth Management Inc. | 22,167 | $3.36M | 0.3% | +2.4% | 0.002% |  |
| 7/16/2026 | Courier Capital LLC | 33,265 | $5.04M | 0.3% | -2.3% | 0.003% |  |
| 7/16/2026 | Relyea Zuckerberg Hanson LLC | 3,758 | $0.57M | 0.0% | +3.5% | 0.000% |  |
| 7/16/2026 | Aaron Wealth Advisors LLC | 19,688 | $2.98M | 0.2% | +8.5% | 0.002% |  |
| 7/16/2026 | MBL Wealth LLC | 6,924 | $1.05M | 0.1% | -2.1% | 0.001% |  |
| 7/16/2026 | Highline Wealth Partners LLC | 468 | $71K | 0.0% | +43.1% | 0.000% |  |
| 7/16/2026 | City National Bank of Florida MSD | 5,015 | $0.76M | 0.3% | +18.8% | 0.000% |  |
| 7/16/2026 | Harbour Capital Advisors LLC | 19,988 | $3.03M | 0.5% | +1.8% | 0.002% |  |
| 7/16/2026 | Montecito Bank & Trust | 11,790 | $1.79M | 0.3% | +10.3% | 0.001% |  |
| 7/16/2026 | Prospera Financial Services Inc | 17,835 | $2.71M | 0.0% | +0.7% | 0.002% |  |
| 7/16/2026 | Bar Harbor Wealth Management | 74,648 | $11.31M | 0.6% | -24.4% | 0.007% |  |
| 7/16/2026 | Cannon Advisors Inc. | 1,360 | $0.20M | 0.1% | -9.6% | 0.000% |  |
| 7/16/2026 | Waddell & Associates LLC | 9,929 | $1.50M | 0.1% | +38.0% | 0.001% |  |
| 7/16/2026 | Canada Post Corp Registered Pension Plan | 81,557 | $12.36M | 0.4% | -6.2% | 0.007% |  |
| 7/16/2026 | AMI Investment Management Inc. | 26,212 | $3.97M | 0.8% | -10.4% | 0.002% |  |
| 7/16/2026 | Independent Financial Group LLC | 37,291 | $5.65M | 0.1% | +125.1% | 0.003% |  |
| 7/15/2026 | First Merchants Corp | 102,602 | $15.54M | 0.5% | +0.1% | 0.009% |  |
| 7/15/2026 | Tompkins Financial Corp | 87,169 | $13.21M | 0.9% | -2.2% | 0.008% |  |
| 7/15/2026 | Park National Corp OH | 259,738 | $39.35M | 1.1% | +0.9% | 0.024% |  |
| 7/15/2026 | Harold Davidson & Associates Inc. | 31,195 | $4.73M | 2.0% | -3.9% | 0.003% |  |
| 7/15/2026 | Spire Wealth Management | 30,957 | $4.69M | 0.1% | +26.5% | 0.003% |  |
| 7/15/2026 | Essential Investment Partners LLC | 19,341 | $2.93M | 2.4% | +0.4% | 0.002% |  |
| 7/15/2026 | Brookstone Capital Management | 49,035 | $7.43M | 0.1% | +279.2% | 0.004% |  |
| 7/15/2026 | Shaker Investments LLC OH | 12,216 | $1.85M | 0.7% | -0.7% | 0.001% |  |
| 7/15/2026 | Wealth Enhancement Advisory Services LLC | 1,188,743 | $171.84M | 0.3% | +20.0% | 0.108% |  |
| 7/15/2026 | BayBridge Capital Group LLC | 12,161 | $1.84M | 1.0% | +1.1% | 0.001% |  |
| 7/15/2026 | Plancorp LLC | 3,989 | $0.60M | 0.0% | -3.4% | 0.000% |  |
| 7/15/2026 | Raub Brock Capital Management LP | 81,621 | $12.37M | 3.4% | -23.5% | 0.007% |  |
| 7/15/2026 | Goelzer Investment Management Inc. | 47,244 | $7.16M | 0.3% | -2.6% | 0.004% |  |
| 7/15/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 68,821 | $10.43M | 0.2% | +6.7% | 0.006% |  |