| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
| Name | Title | City, State | Date |
|---|---|---|---|
| Richard H Alley | Chief Compliance Officer | Tampa, Florida | 04 Feb 2026 |
| Num | Name | Location | File Number |
|---|---|---|---|
| 1 | Atria Investments, Inc | Charlotte, NC | 028-14921 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | Chicago, IL | 028-13411 |
| 3 | MFS Institutional Advisors, Inc. | Boston, MA | 028-13173 |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Lone Tree, CO | 028-03128 |