| 8/18/2026 | North Star Asset Management Inc. | 2,205 | $240K | 0.0% | N/A | 0.000% | |
| 5/23/2023 | Old North State Trust LLC | 343 | $338K | 0.2% | -96.5% | 0.000% | |
| 5/23/2023 | Toroso Investments LLC | 27,556 | $945K | 0.0% | +5.0% | 0.001% | |
| 5/23/2023 | Front Row Advisors LLC | 81,785 | $2.81M | 1.3% | -1.3% | 0.004% | |
| 5/17/2023 | Chevy Chase Trust Holdings LLC | 2,944,524 | $101.00M | 0.4% | +24.7% | 0.150% | |
| 5/16/2023 | Front Row Advisors LLC | 2,805 | $818K | 4.1% | -96.6% | 0.000% | |
| 5/16/2023 | BSW Wealth Partners | 26,111 | $896K | 0.2% | -7.4% | 0.001% | |
| 5/15/2023 | Thomas White International Ltd. | 15,302 | $525K | 0.1% | +35.9% | 0.001% | |
| 5/15/2023 | Freestone Capital Holdings LLC | 19,438 | $667K | 0.0% | +2.9% | 0.001% | |
| 5/15/2023 | Logan Capital Management Inc. | 79,560 | $2.73M | 0.1% | -18.0% | 0.004% | |
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| 5/15/2023 | Mission Creek Capital Partners Inc. | 6,030 | $207K | 0.1% | N/A | 0.000% | |
| 5/12/2023 | Bleakley Financial Group LLC | 105,240 | $3.61M | 0.1% | +4.2% | 0.005% | |
| 5/12/2023 | O Shaughnessy Asset Management LLC | 127,267 | $4.37M | 0.1% | -11.7% | 0.006% | |
| 5/12/2023 | Prio Wealth Limited Partnership | 7,380 | $253K | 0.0% | -6.3% | 0.000% | |
| 5/12/2023 | Philadelphia Trust Co. | 9,785 | $336K | 0.0% | -21.0% | 0.000% | |
| 5/12/2023 | Gallacher Capital Management LLC | 8,009 | $275K | 0.2% | +4.2% | 0.000% | |
| 5/12/2023 | Cambridge Trust Co. | 2,710 | $93K | 0.0% | -23.7% | 0.000% | |
| 5/12/2023 | Banco de Sabadell S.A | 23,038 | $792K | 0.7% | -4.0% | 0.001% | |
| 5/12/2023 | UBS Group AG | 1,086,540 | $37.27M | 0.0% | +7.3% | 0.055% | |
| 5/12/2023 | Ethic Inc. | 227,412 | $7.80M | 0.3% | +1.5% | 0.012% | |
| 5/12/2023 | Blair William & Co. IL | 210,343 | $7.22M | 0.0% | +18.0% | 0.011% | |
| 5/12/2023 | Bowen Hanes & Co. Inc. | 24,764 | $849K | 0.0% | -11.1% | 0.001% | |
| 5/12/2023 | First Republic Investment Management Inc. | 98,539 | $3.38M | 0.0% | -5.5% | 0.005% | |
| 5/11/2023 | Shelton Capital Management | 152,590 | $5.23M | 0.2% | +63.2% | 0.008% | |
| 5/11/2023 | BOKF NA | 3,631 | $125K | 0.0% | -74.6% | 0.000% | |
| 5/11/2023 | Balentine LLC | 21,442 | $735K | 0.0% | +1.5% | 0.001% | |
| 5/11/2023 | Investors Research Corp | 20,650 | $708K | 0.2% | -2.4% | 0.001% | |
| 5/11/2023 | M&T Bank Corp | 138,863 | $4.76M | 0.0% | +11.0% | 0.007% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 40,815 | $1.40M | 0.0% | -21.6% | 0.002% | |
| 5/11/2023 | Brown Brothers Harriman & Co. | 6,376 | $219K | 0.0% | +15.2% | 0.000% | |
| 5/11/2023 | EverSource Wealth Advisors LLC | 2,037 | $70K | 0.0% | -12.9% | 0.000% | |
| 5/11/2023 | FMR LLC | 1,698,466 | $58.26M | 0.0% | +1.7% | 0.086% | |
| 5/11/2023 | Cerity Partners LLC | 242,187 | $8.31M | 0.0% | +2.9% | 0.012% | |
| 5/11/2023 | Natixis Advisors L.P. | 513,820 | $17.62M | 0.1% | -1.6% | 0.026% | |
| 5/11/2023 | American Century Companies Inc. | 147,440 | $5.06M | 0.0% | +4.6% | 0.008% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 669,567 | $21.74M | 0.0% | -4.1% | 0.034% | |
| 5/11/2023 | Greenleaf Trust | 6,546 | $225K | 0.0% | N/A | 0.000% | |
| 5/11/2023 | Mount Yale Investment Advisors LLC | 21,090 | $723K | 0.1% | +54.9% | 0.001% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 101,123 | $3.47M | 0.0% | -0.9% | 0.005% | |
| 5/11/2023 | Scotia Capital Inc. | 118,812 | $4.08M | 0.0% | -2.2% | 0.006% | |
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| 5/10/2023 | Vise Technologies Inc. | 28,979 | $994K | 0.3% | +31.1% | 0.001% | |
| 5/10/2023 | Atria Investments Inc | 40,732 | $1.40M | 0.0% | +2.7% | 0.002% | |
| 5/10/2023 | Oppenheimer Asset Management Inc. | 13,831 | $474K | 0.0% | +8.8% | 0.001% | |
| 5/10/2023 | Oppenheimer & Co. Inc. | 207,275 | $7.11M | 0.2% | +0.2% | 0.011% | |
| 5/10/2023 | Private Advisor Group LLC | 30,800 | $1.06M | 0.0% | N/A | 0.002% | |
| 5/10/2023 | Vanguard Personalized Indexing Management LLC | 48,752 | $1.67M | 0.1% | +5.6% | 0.002% | |
| 5/10/2023 | MAI Capital Management | 16,872 | $579K | 0.0% | -3.4% | 0.001% | |
| 5/10/2023 | Bank of Hawaii | 13,024 | $447K | 0.0% | -4.7% | 0.001% | |
| 5/10/2023 | LPL Financial LLC | 237,973 | $8.16M | 0.0% | +41.1% | 0.012% | |
| 5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 6,096 | $209K | 0.0% | +2,948.0% | 0.000% | |
| 5/10/2023 | Innovis Asset Management LLC | 27,111 | $930K | 0.4% | +5.5% | 0.001% | |
| 5/10/2023 | Keybank National Association OH | 7,597 | $261K | 0.0% | +5.3% | 0.000% | |
| 5/9/2023 | 1834 Investment Advisors Co. | 7,374 | $253K | 0.0% | N/A | 0.000% | |
| 5/9/2023 | Spire Wealth Management | 3,499 | $120K | 0.0% | +84.3% | 0.000% | |
| 5/9/2023 | Thornburg Investment Management Inc. | 352,889 | $12.10M | 0.2% | -1.0% | 0.018% | |
| 5/9/2023 | Kornitzer Capital Management Inc. KS | 576,160 | $19.76M | 0.4% | -0.1% | 0.029% | |
| 5/9/2023 | Wealthspire Advisors LLC | 27,194 | $933K | 0.0% | -18.0% | 0.001% | |
| 5/9/2023 | Portland Global Advisors LLC | 168,231 | $5.77M | 1.0% | +2.3% | 0.009% | |
| 5/9/2023 | Vestmark Advisory Solutions Inc. | 73,878 | $2.53M | 0.1% | -4.5% | 0.004% | |
| 5/9/2023 | Beddow Capital Management Inc. | 125,862 | $4.32M | 2.2% | +0.9% | 0.006% | |
| 5/9/2023 | Bank of New York Mellon Corp | 226,003 | $7.75M | 0.0% | -7.2% | 0.012% | |
| 5/9/2023 | US Bancorp DE | 161,457 | $5.54M | 0.0% | +51.4% | 0.008% | |
| 5/9/2023 | Russell Investments Group Ltd. | 46,301 | $1.59M | 0.0% | N/A | 0.002% | |
| 5/9/2023 | Personal CFO Solutions LLC | 7,865 | $270K | 0.1% | +4.1% | 0.000% | |
| 5/8/2023 | MGO One Seven LLC | 8,765 | $301K | 0.0% | +10.6% | 0.000% | |
| 5/8/2023 | NewEdge Wealth LLC | 36,866 | $1.26M | 0.0% | -15.4% | 0.002% | |
| 5/8/2023 | Eagle Asset Management Inc. | 12,367 | $424K | 0.0% | N/A | 0.001% | |
| 5/8/2023 | Americana Partners LLC | 12,187 | $418K | 0.1% | +10.9% | 0.001% | |
| 5/8/2023 | Bailard Inc. | 8,741 | $300K | 0.0% | +6.9% | 0.000% | |
| 5/8/2023 | Steel Peak Wealth Management LLC | 18,338 | $646K | 0.0% | N/A | 0.001% | |
| 5/8/2023 | Sigma Planning Corp | 7,492 | $257K | 0.0% | N/A | 0.000% | |
| 5/8/2023 | Global Retirement Partners LLC | 1,480 | $53K | 0.0% | +46.7% | 0.000% | |
| 5/5/2023 | Assetmark Inc. | 38,443 | $1.32M | 0.0% | +16.6% | 0.002% | |
| 5/5/2023 | Wilbanks Smith & Thomas Asset Management LLC | 66,543 | $2.28M | 0.1% | +4.9% | 0.003% | |
| 5/5/2023 | Prime Capital Investment Advisors LLC | 7,394 | $254K | 0.0% | N/A | 0.000% | |
| 5/5/2023 | Cullen Frost Bankers Inc. | 8,630 | $296K | 0.0% | +8.2% | 0.000% | |
| 5/5/2023 | MQS Management LLC | 6,709 | $230K | 0.1% | N/A | 0.000% | |
| 5/5/2023 | Moors & Cabot Inc. | 122,859 | $4.21M | 0.3% | -0.7% | 0.006% | |
| 5/5/2023 | Pinnacle Associates Ltd. | 43,914 | $1.51M | 0.0% | -1.1% | 0.002% | |
| 5/4/2023 | Commerce Bank | 33,744 | $1.16M | 0.0% | -1.7% | 0.002% | |
| 5/4/2023 | Ellevest Inc. | 7,534 | $258K | 0.0% | +11.8% | 0.000% | |
| 5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 75,521 | $2.59M | 0.0% | -18.0% | 0.004% | |
| 5/4/2023 | Intrust Bank NA | 7,327 | $251K | 0.0% | +7.3% | 0.000% | |
| 5/4/2023 | Larson Financial Group LLC | 874 | $30K | 0.0% | N/A | 0.000% | |
| 5/4/2023 | Capital Wealth Planning LLC | 15,312 | $525K | 0.0% | N/A | 0.001% | |
| 5/4/2023 | Cable Hill Partners LLC | 18,561 | $637K | 0.1% | +2.2% | 0.001% | |
| 5/4/2023 | Argonautica Private Wealth Management Inc. | 7,276 | $250K | 0.1% | -17.6% | 0.000% | |
| 5/4/2023 | Beverly Hills Private Wealth LLC | 7,081 | $243K | 0.1% | N/A | 0.000% | |
| 5/3/2023 | Nia Impact Advisors LLC | 6,516 | $224K | 0.1% | N/A | 0.000% | |
| 5/3/2023 | Perigon Wealth Management LLC | 9,374 | $322K | 0.0% | -20.2% | 0.000% | |
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| 5/3/2023 | Forza Wealth Management LLC | 19,620 | $673K | 0.3% | +13.4% | 0.001% | |
| 5/3/2023 | Kistler Tiffany Companies LLC | 3,005 | $103K | 0.0% | +57.7% | 0.000% | |
| 5/3/2023 | Integrated Wealth Concepts LLC | 34,286 | $1.18M | 0.0% | -30.3% | 0.002% | |
| 5/3/2023 | Quantinno Capital Management LP | 27,410 | $940K | 0.1% | +8.5% | 0.001% | |
| 5/3/2023 | Smith Salley & Associates | 94,138 | $3.23M | 0.3% | +1.2% | 0.005% | |
| 5/3/2023 | LVW Advisors LLC | 23,454 | $804K | 0.2% | -9.7% | 0.001% | |
| 5/2/2023 | Strategy Asset Managers LLC | 112,018 | $3.84M | 0.9% | +12.9% | 0.006% | |
| 5/2/2023 | Hunter Associates Investment Management LLC | 17,350 | $593K | 0.1% | -20.0% | 0.001% | |
| 5/2/2023 | Aaron Wealth Advisors LLC | 7,431 | $255K | 0.0% | N/A | 0.000% | |
| 5/2/2023 | Venturi Wealth Management LLC | 35,401 | $1.21M | 0.1% | +4.2% | 0.002% | |
