| 8/23/2026 | Wedmont Private Capital | 1,618 | $0.29M | 0.0% | -28.7% | 0.000% |  |
| 8/23/2026 | Kintra Wealth LLC | 1,670 | $0.28M | 0.0% | N/A | 0.000% |  |
| 8/23/2026 | HB Wealth Management LLC | 4,030 | $0.68M | 0.0% | +8.9% | 0.000% |  |
| 8/23/2026 | Nilsine Partners LLC | 3,212 | $0.54M | 0.0% | +10.5% | 0.000% |  |
| 8/22/2026 | Compass Financial Management LLC | 132 | $25K | 0.0% | N/A | 0.000% |  |
| 8/22/2026 | Plan A Wealth LLC | 3,510 | $0.59M | 0.3% | +11.1% | 0.000% |  |
| 8/22/2026 | Syon Capital LLC | 3,683 | $0.62M | 0.0% | -35.4% | 0.000% |  |
| 8/22/2026 | TD Waterhouse Canada Inc. | 7,134 | $1.22M | 0.0% | +16.7% | 0.001% |  |
| 8/22/2026 | Concurrent Investment Advisors LLC | 2,695 | $0.45M | 0.0% | -7.3% | 0.000% |  |
| 8/21/2026 | Continuum Advisory LLC | 213 | $36K | 0.0% | N/A | 0.000% |  |
| 8/21/2026 | Live Oak Private Wealth LLC | 36,105 | $6.08M | 0.8% | N/A | 0.003% |  |
| 8/20/2026 | Community Bank & Trust Waco Texas | 6,841 | $1.15M | 0.2% | +0.9% | 0.001% |  |
| 8/20/2026 | Wedbush Securities Inc. | 1,878 | $0.32M | 0.0% | +3.0% | 0.000% |  |
| 8/20/2026 | Greenleaf Trust | 6,698 | $1.13M | 0.0% | -5.7% | 0.001% |  |
| 8/15/2026 | First Bancorp Inc ME | 910 | $0.15M | 0.1% | N/A | 0.000% |  |
| 8/7/2026 | Trust Co. of Vermont | 195 | $33K | 0.0% | N/A | 0.000% |  |
| 7/10/2026 | Alliance Private Wealth LLC | 11,905 | $2.01M | 0.7% | +19.5% | 0.001% |  |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 7,150 | $1.20M | 0.3% | +1.4% | 0.001% |  |
| 7/9/2026 | Valeo Financial Advisors LLC | 3,258 | $0.55M | 0.0% | -4.2% | 0.000% |  |
| 7/9/2026 | Norway Savings Bank | 1,923 | $0.32M | 0.1% | +17.5% | 0.000% |  |
| 7/8/2026 | Trust Point Inc. | 2,251 | $0.38M | 0.0% | +3.3% | 0.000% |  |
| 7/8/2026 | 55 North Private Wealth LLC | 1,356 | $0.23M | 0.0% | +4.5% | 0.000% |  |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 1,543 | $0.26M | 0.0% | -46.7% | 0.000% |  |
| 7/7/2026 | GAMMA Investing LLC | 2,831 | $0.48M | 0.0% | -29.4% | 0.000% |  |
| 7/7/2026 | Avior Wealth Management LLC | 1,700 | $0.29M | 0.0% | -11.7% | 0.000% |  |
| 7/7/2026 | Anderson Hoagland & Co. | 10,895 | $1.84M | 0.1% | -25.5% | 0.001% |  |
| 7/2/2026 | Versant Capital Management Inc | 3,939 | $0.66M | 0.1% | -25.8% | 0.000% |  |
| 6/3/2026 | Parallel Advisors LLC | 4,895 | $1.01M | 0.0% | +18.5% | 0.000% |  |
| 6/3/2026 | NewEdge Advisors LLC | 5,788 | $1.19M | 0.0% | -17.5% | 0.000% |  |
| 5/29/2026 | Asset Dedication LLC | 158 | $33K | 0.0% | -52.3% | 0.000% |  |
| 5/26/2026 | Glenmede Trust Co. NA | 6,358 | $1.31M | 0.0% | +9.3% | 0.000% |  |
| 5/19/2026 | Bank of America Corp DE | 926,582 | $190.96M | 0.0% | -0.2% | 0.071% |  |
| 5/19/2026 | Arkadios Wealth Advisors | 3,012 | $0.62M | 0.0% | +9.4% | 0.000% |  |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,444 | $0.92M | 0.0% | +34.5% | 0.000% |  |
| 5/18/2026 | Royal Bank of Canada | 237,220 | $48.89M | 0.0% | +19.0% | 0.018% |  |
| 5/18/2026 | Empowered Funds LLC | 2,112 | $0.44M | 0.0% | +51.1% | 0.000% |  |
| 5/16/2026 | KCM Investment Advisors LLC | 1,089 | $0.22M | 0.0% | -8.9% | 0.000% |  |
| 5/16/2026 | Quantinno Capital Management LP | 157,114 | $32.38M | 0.1% | +28.7% | 0.012% |  |
| 5/16/2026 | SummitTX Capital L.P. | 3,602 | $0.74M | 0.0% | +72.6% | 0.000% |  |
| 5/15/2026 | Gateway Wealth Partners LLC | 3,530 | $0.73M | 0.0% | N/A | 0.000% |  |
| 5/15/2026 | Waverly Advisors LLC | 1,456 | $0.30M | 0.0% | +9.6% | 0.000% |  |
| 5/15/2026 | Wealth Alliance LLC | 1,455 | $0.30M | 0.0% | +50.8% | 0.000% |  |
| 5/15/2026 | SRB Corp | 291,815 | $60.14M | 3.7% | -2.1% | 0.022% |  |
| 5/15/2026 | Bridgewater Advisors Inc. | 3,264 | $0.67M | 0.0% | -7.5% | 0.000% |  |
| 5/14/2026 | Gabelli Funds LLC | 32,750 | $6.75M | 0.0% | +26.2% | 0.003% |  |
| 5/14/2026 | Compound Planning Inc. | 12,570 | $2.59M | 0.1% | +8.7% | 0.001% |  |
| 5/14/2026 | Klingman & Associates LLC | 1,355 | $0.28M | 0.0% | +6.4% | 0.000% |  |
| 5/14/2026 | Modern Wealth Management LLC | 982 | $0.21M | 0.0% | N/A | 0.000% |  |
| 5/14/2026 | Keebeck Wealth Management | 1,148 | $0.24M | 0.0% | N/A | 0.000% |  |
| 5/14/2026 | Sei Investments Co. | 47,995 | $9.89M | 0.0% | +17.1% | 0.004% |  |
| 5/14/2026 | Lido Advisors LLC | 4,920 | $1.01M | 0.0% | +32.0% | 0.000% |  |
| 5/13/2026 | Cetera Investment Advisers | 71,628 | $14.76M | 0.0% | +2.9% | 0.005% |  |
| 5/13/2026 | NewEdge Wealth LLC | 1,149 | $0.24M | 0.0% | -55.0% | 0.000% |  |
| 5/13/2026 | First Trust Advisors LP | 177,609 | $36.60M | 0.0% | +1.3% | 0.014% |  |
| 5/8/2026 | PNC Financial Services Group Inc. | 29,335 | $6.05M | 0.0% | +6.5% | 0.002% |  |
| 5/8/2026 | Summit Global Investments | 1,187 | $0.25M | 0.0% | -43.3% | 0.000% |  |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 321 | $66K | 0.0% | N/A | 0.000% |  |
| 5/7/2026 | Dimensional Fund Advisors LP | 190,865 | $39.34M | 0.0% | -10.5% | 0.015% |  |
| 5/7/2026 | Parallel Advisors LLC | 4,895 | $1.01M | 0.0% | +18.5% | 0.000% |  |
| 5/7/2026 | Koss Olinger Consulting LLC | 2,050 | $0.42M | 0.0% | N/A | 0.000% |  |
| 5/7/2026 | True North Advisors LLC | 3,430 | $0.71M | 0.1% | N/A | 0.000% |  |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 140 | $29K | 0.0% | +418.5% | 0.000% |  |
| 5/6/2026 | Assetmark Inc. | 20,380 | $4.20M | 0.0% | +34.1% | 0.002% |  |
| 5/6/2026 | Angeles Wealth Management LLC | 1,002 | $0.21M | 0.0% | N/A | 0.000% |  |
| 5/6/2026 | Bessemer Group Inc. | 639 | $0.13M | 0.0% | +25.8% | 0.000% |  |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 12,446 | $2.61M | 0.0% | +18.3% | 0.001% |  |
| 5/6/2026 | Prosperity Consulting Group LLC | 1,219 | $0.25M | 0.0% | +14.4% | 0.000% |  |
| 5/5/2026 | D.A. Davidson & CO. | 2,216 | $0.46M | 0.0% | -7.0% | 0.000% |  |
| 5/5/2026 | Bank of New York Mellon Corp | 60,645 | $12.50M | 0.0% | +7.5% | 0.005% |  |
| 5/5/2026 | Robinson Value Management Ltd. | 10,432 | $2.15M | 1.2% | -3.9% | 0.001% |  |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 730 | $0.15M | 0.0% | N/A | 0.000% |  |
| 5/5/2026 | Advisors Preferred LLC | 7,432 | $1.53M | 0.2% | +660.7% | 0.001% |  |
| 5/5/2026 | Sanctuary Advisors LLC | 22,051 | $4.55M | 0.0% | +72.0% | 0.002% |  |
| 5/5/2026 | Sigma Planning Corp | 987 | $0.20M | 0.0% | -39.3% | 0.000% |  |
| 5/5/2026 | Checchi Capital Advisers LLC | 9,321 | $1.92M | 0.1% | -2.6% | 0.001% |  |
| 5/4/2026 | Calamos Wealth Management LLC | 20,763 | $4.28M | 0.1% | N/A | 0.002% |  |
| 5/4/2026 | Calamos Advisors LLC | 20,763 | $4.28M | 0.0% | N/A | 0.002% |  |
| 5/4/2026 | HBW Advisory Services LLC | 3,081 | $0.64M | 0.1% | -12.0% | 0.000% |  |
| 5/2/2026 | Global Assets Advisory LLC | 390 | $80K | 0.0% | N/A | 0.000% |  |
| 5/2/2026 | International Assets Investment Management LLC | 160 | $33K | 0.0% | N/A | 0.000% |  |
| 5/1/2026 | 180 Wealth Advisors LLC | 1,263 | $0.26M | 0.0% | -13.1% | 0.000% |  |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 986 | $0.20M | 0.0% | N/A | 0.000% |  |
| 5/1/2026 | Fifth Third Bancorp | 1,120 | $0.23M | 0.0% | +9.3% | 0.000% |  |
| 5/1/2026 | Sequoia Financial Advisors LLC | 14,666 | $3.02M | 0.0% | +40.9% | 0.001% |  |
| 4/30/2026 | Hsbc Holdings PLC | 1,901 | $0.39M | 0.0% | -187.2% | 0.000% |  |
| 4/30/2026 | Whipplewood Advisors LLC | 312 | $64K | 0.0% | +7,700.0% | 0.000% |  |
| 4/30/2026 | Summit Securities Group LLC | 2,600 | $0.54M | 0.1% | N/A | 0.000% |  |
| 4/30/2026 | Kestra Advisory Services LLC | 9,044 | $1.86M | 0.0% | +13.3% | 0.001% |  |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 8,648 | $1.78M | 0.0% | +12.1% | 0.001% |  |
| 4/30/2026 | Frank Rimerman Advisors LLC | 7,818 | $1.61M | 0.1% | +2.2% | 0.001% |  |
| 4/29/2026 | Flatrock Wealth Partners LLC | 1,492 | $0.31M | 0.1% | N/A | 0.000% |  |
| 4/29/2026 | Nicholas Hoffman & Company LLC. | 1,986 | $0.41M | 0.0% | +7.2% | 0.000% |  |
| 4/29/2026 | Bank of Stockton | 6,526 | $1.35M | 0.4% | +54.4% | 0.001% |  |
| 4/29/2026 | Resonant Capital Advisors LLC | 1,487 | $0.31M | 0.0% | +31.6% | 0.000% |  |
| 4/28/2026 | Collaborative Fund Advisors LLC | 9,500 | $1.96M | 1.2% | N/A | 0.001% |  |
| 4/28/2026 | Kathmere Capital Management LLC | 2,858 | $0.59M | 0.0% | +17.7% | 0.000% |  |
| 4/28/2026 | Abel Hall LLC | 4,985 | $1.03M | 0.2% | +121.1% | 0.000% |  |
| 4/28/2026 | DGS Capital Management LLC | 2,334 | $0.48M | 0.1% | +37.2% | 0.000% |  |
| 4/28/2026 | Stephens Inc. AR | 1,727 | $0.36M | 0.0% | -18.2% | 0.000% |  |
| 4/28/2026 | Hardy Reed LLC | 1,381 | $0.29M | 0.0% | +14.2% | 0.000% |  |