# EDGAR Filing Document

**Accession Number:** 0001040197
**File Stem:** 0001438934-25-002071
**Filing Date:** 2025-8
**Character Count:** 138963
**Document Hash:** 44254222952f6c9ca59fbc67499c5fea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-002071.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001438934-25-002071

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MAI Capital Management
- **CENTRAL INDEX KEY:** 0001040197

**ORGANIZATION NAME:**
- **EIN:** 611495162
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06392
- **FILM NUMBER:** 251265305

**BUSINESS ADDRESS:**
- **STREET 1:** 6050 OAK TREE BLVD SUITE 500
- **CITY:** INDEPENDENCE
- **STATE:** OH
- **ZIP:** 44131
- **BUSINESS PHONE:** 216-436-3500

**MAIL ADDRESS:**
- **STREET 1:** 6050 OAK TREE BLVD SUITE 500
- **CITY:** INDEPENDENCE
- **STATE:** OH
- **ZIP:** 44131

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MAI Wealth Advisors
- **DATE OF NAME CHANGE:** 20080620

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MCCORMACK ADVISORS INTERNATIONAL
- **DATE OF NAME CHANGE:** 20010216

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INVESTMENT ADVISORS INTERNATIONAL INC/OH
- **DATE OF NAME CHANGE:** 19990322

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001040197

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** MAI Capital Management

**Address:** 6050 Oak Tree Blvd, Independence, OH 44131

**Telephone number:** 216-920-4800

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-06392

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                           | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                  | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| ABB LTD                                  | 000375204 | 03/27/2025     | Consultative vote on the Compensation Report 2024                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       200      |                0 | FOR         | 200                                      | FOR                         |  |
| ABBOTT LABORATORIES                      | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |     26789      |                0 | FOR         | 26789                                    | FOR                         |  |
| ABBVIE INC.                              | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |     48502      |                0 | FOR         | 48502                                    | FOR                         |  |
| ACCENTURE PLC                            | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      3162      |                0 | FOR         | 3162                                     | FOR                         |  |
| ADOBE INC.                               | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       791      |                0 | FOR         | 791                                      | FOR                         |  |
| ADVANCED MICRO DEVICES, INC.             | 007903107 | 05/14/2025     | Approve on a non-binding, advisory basis the compensation of the named executive officers, as disclosed in this proxy statement pursuant to the compensation disclosure rules of the U.S. Securities and Exchange Commission.                                     | SECTION 14A SAY-ON-PAY VOTES |     12466      |                0 | FOR         | 12466                                    | FOR                         |  |
| AIR PRODUCTS AND CHEMICALS, INC.         | 009158106 | 01/23/2025     | Advisory Vote Approving the Compensation of the Company's Executive Officers.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         0      |                0 |  |  |  |  |
| AIRBNB INC                               | 009066101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |     17752      |             8823 | FOR         | 17752                                    | FOR                         |  |
| ALCON INC.                               | H01301128 | 05/06/2025     | Consultative vote on the 2024 Compensation Report                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       253      |                0 | FOR         | 253                                      | FOR                         |  |
| ALTRIA GROUP, INC.                       | 02209S103 | 05/15/2025     | Non-Binding Advisory Vote to Approve the Compensation of Altria's Named Executive Officers                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     11233      |                0 | FOR         | 11233                                    | FOR                         |  |
| AMAZON.COM, INC.                         | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     72915      |                0 | FOR         | 72915                                    | FOR                         |  |
| AMCOR PLC                                | G0250X107 | 11/06/2024     | To approve, by non-binding, advisory vote, the Company's executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        20      |                0 | FOR         | 20                                       | FOR                         |  |
| AMERICAN ELECTRIC POWER COMPANY, INC.    | 025537101 | 04/29/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       115      |                0 | FOR         | 115                                      | FOR                         |  |
| AMERICAN EXPRESS COMPANY                 | 025816109 | 04/29/2025     | Approval, on an advisory basis, of the Company's executive compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        20      |                0 | FOR         | 20                                       | FOR                         |  |
| AMERICAN STATES WATER COMPANY            | 029899101 | 05/20/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       191      |                0 | FOR         | 191                                      | FOR                         |  |
| AMERICAN TOWER CORPORATION               | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      7304      |                0 | FOR         | 7304                                     | FOR                         |  |
| AMETEK, INC.                             | 031100100 | 05/07/2025     | Approval, by advisory vote, of the compensation of AMETEK, Inc.'s named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        90      |                0 | FOR         | 90                                       | FOR                         |  |
| AMGEN INC.                               | 031162100 | 05/23/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      7311.86   |                0 | FOR         | 7311.8571                                | FOR                         |  |
| ANALOG DEVICES, INC.                     | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        63      |                0 | FOR         | 63                                       | FOR                         |  |
| ANHEUSER-BUSCH INBEV SA                  | 03524A108 | 04/30/2025     | Remuneration report: Proposed resolution: approving the remuneration report for the financial year 2024. The 2024 annual report containing the remuneration report is available on the Company's website as indicated in this notice.                             | SECTION 14A SAY-ON-PAY VOTES |      5660      |                0 | FOR         | 5660                                     | FOR                         |  |
| AON PLC                                  | G0403H108 | 06/27/2025     | Advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       125      |                0 | FOR         | 125                                      | FOR                         |  |
| APPLE INC.                               | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     61253.2    |                0 | FOR         | 61253.2155                               | FOR                         |  |
| ARCADIUM LITHIUM PLC                     | G0508H110 | 12/23/2024     | Ordinary Resolution to approve, on a non-binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction.                                                 | SECTION 14A SAY-ON-PAY VOTES |       935      |                0 | FOR         | 935                                      | FOR                         |  |
| ARCADIUM LITHIUM PLC                     | G0508H201 | 12/23/2024     | Ordinary Resolution to approve, on a non-binding, advisory basis, specified golden parachute compensatory arrangements between Arcadium Lithium plc and its named executive officers relating to the Transaction.                                                 | SECTION 14A SAY-ON-PAY VOTES |       935      |                0 | FOR         | 935                                      | FOR                         |  |
| ASML HOLDINGS N.V.                       | N07059210 | 04/23/2025     | Advisory vote on the remuneration report for the Board of Management and the Supervisory Board for the financial year 2024                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       295      |                0 | FOR         | 295                                      | FOR                         |  |
| ASTRAZENECA PLC                          | 046353108 | 04/11/2025     | To approve the annual statement of the Chair of the Remuneration Committee and the Annual Report on Remuneration for the year ended 31 December 2024                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      1249      |                0 | FOR         | 1249                                     | FOR                         |  |
| AT INC.                                  | 00206R102 | 05/15/2025     | Advisory Approval of Executive Compensation                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |     34322      |                0 | FOR         | 34322                                    | FOR                         |  |
| ATRICURE, INC.                           | 04963C209 | 05/19/2025     | Advisory vote on the compensation of our named executive officers as disclosed in the proxy statement for the 2025 Annual Meeting.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       283      |                0 | FOR         | 283                                      | FOR                         |  |
| ATRICURE, INC.                           | 04963C209 | 05/19/2025     | Advisory vote on the frequency of future advisory votes on compensation of our named executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       283      |                0 | 1 YEAR      | 283                                      | FOR                         |  |
| ATRION CORPORATION                       | 049904105 | 08/19/2024     | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Atrion's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | SECTION 14A SAY-ON-PAY VOTES |      1080      |                0 | FOR         | 1080                                     | FOR                         |  |
| ATYR PHARMA, INC                         | 002120202 | 05/01/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers;                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      2018      |                0 | FOR         | 2018                                     | FOR                         |  |
| AUTODESK, INC.                           | 052769106 | 06/18/2025     | Approve, on an advisory (non-binding) basis, the compensation of Autodesk, Inc.'s named executive officers.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        35      |                0 | FOR         | 35                                       | FOR                         |  |
| AUTOMATIC DATA PROCESSING, INC.          | 053015103 | 11/06/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       940.133  |                0 | FOR         | 940.1331                                 | FOR                         |  |
| AUTOZONE, INC.                           | 053332102 | 12/18/2024     | Approval of an advisory vote on the compensation of named executive officers                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         2      |                0 | FOR         | 2                                        | FOR                         |  |
| AVADEL PHARMACEUTICALS PLC               | G29687103 | 07/30/2024     | To approve, on a non-binding advisory basis, the compensation of the named executive officers of the Company.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1045      |                0 | FOR         | 1045                                     | FOR                         |  |
| BALL CORPORATION                         | 058498106 | 04/30/2025     | Approve, by non-binding vote, the compensation paid to the named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        70      |                0 | FOR         | 70                                       | FOR                         |  |
| BANK OF AMERICA CORPORATION              | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |     69766      |                0 | FOR         | 69766                                    | FOR                         |  |
| BAXTER INTERNATIONAL INC.                | 071813109 | 05/06/2025     | Advisory Vote to Approve Named Executive Officer Compensation for 2024                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       700      |                0 | FOR         | 700                                      | FOR                         |  |
| BHP GROUP LTD                            | 088606108 | 10/30/2024     | Adoption of the Remuneration Report.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       242      |                0 | FOR         | 242                                      | FOR                         |  |
| BLACKROCK, INC.                          | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       369      |                0 | FOR         | 369                                      | FOR                         |  |
| BOOKING HOLDINGS INC.                    | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      1234      |                0 | FOR         | 1234                                     | FOR                         |  |
| BOSTON SCIENTIFIC CORPORATION            | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     49555      |                0 | FOR         | 49555                                    | FOR                         |  |
| BRISTOL-MYERS SQUIBB COMPANY             | 110122108 | 05/06/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |     12192      |                0 | FOR         | 12192                                    | FOR                         |  |
| BROADCOM INC                             | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     38061      |                0 | FOR         | 38061                                    | FOR                         |  |
| BROOKFIELD ASSET MANAGEMENT LTD.         | 113004105 | 05/05/2025     | The Say on Pay Resolution set out in the Management Information Circular of the Corporation dated March 25, 2025 (the "Circular").                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       198      |                0 | FOR         | 198                                      | FOR                         |  |
| BROOKFIELD CORPORATION                   | 11271J107 | 06/06/2025     | Say on Pay Resolution The Say on Pay Resolution set out in the Circular.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       968      |                0 | FOR         | 968                                      | FOR                         |  |
| CANADIAN NATIONAL RAILWAY COMPANY        | 136375102 | 05/02/2025     | Non-binding advisory resolution (the full text of which is set out on page 15 of the Information Circular) to accept the approach to executive compensation disclosed in the Information Circular.                                                                | SECTION 14A SAY-ON-PAY VOTES |       150      |                0 | FOR         | 150                                      | FOR                         |  |
| CARDIFF ONCOLOGY, INC.                   | 14147L108 | 06/26/2025     | Proposal to approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      3971      |                0 | FOR         | 3971                                     | FOR                         |  |
| CARDINAL HEALTH, INC.                    | 14149Y108 | 11/06/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       153      |                0 | FOR         | 153                                      | FOR                         |  |
| CARNIVAL CORPORATION                     | 143658300 | 04/16/2025     | To hold a (non-binding) advisory vote to approve executive compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       209      |                0 | FOR         | 209                                      | FOR                         |  |
| CARRIER GLOBAL CORPORATION               | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      5392      |                0 | FOR         | 5392                                     | FOR                         |  |
| CAVA GROUP INC                           | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       239      |                0 | FOR         | 239                                      | FOR                         |  |
| CAVA GROUP INC                           | 148929102 | 06/20/2025     | Approval of, on an advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       239      |                0 | 1 YEAR      | 239                                      | FOR                         |  |
| CHEVRON CORPORATION                      | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      9117      |                0 | FOR         | 9117                                     | FOR                         |  |
| CHIPOTLE MEXICAN GRILL, INC.             | 169656105 | 06/11/2025     | An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say on pay").                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      1100      |                0 | FOR         | 1100                                     | FOR                         |  |
| CHUBB LIMITED                            | H1467J104 | 05/15/2025     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     12010      |                0 | FOR         | 12010                                    | FOR                         |  |
| CISCO SYSTEMS, INC.                      | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     44199      |                0 | FOR         | 44199                                    | FOR                         |  |
| CITIGROUP INC.                           | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |     12440      |                0 | FOR         | 12440                                    | FOR                         |  |
| CME GROUP INC.                           | 12572Q105 | 05/08/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       299.805  |                0 | FOR         | 299.8053                                 | FOR                         |  |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP.     | 192446102 | 06/03/2025     | Approval, on an advisory (non-binding) basis, of the compensation of the company's named executive officers (say-on-pay).                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      3938      |                0 | FOR         | 3938                                     | FOR                         |  |
| COINBASE GLOBAL, INC.                    | 19260Q107 | 06/18/2025     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       385      |                0 | FOR         | 385                                      | FOR                         |  |
| COLGATE-PALMOLIVE COMPANY                | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        55.3267 |                0 | FOR         | 55.3267                                  | FOR                         |  |
| COMCAST CORPORATION                      | 20030N101 | 06/18/2025     | Advisory vote on executive compensation                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |     35286      |                0 | FOR         | 35286                                    | FOR                         |  |
| CONAGRA BRANDS, INC.                     | 205887102 | 09/18/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        86      |                0 | FOR         | 86                                       | FOR                         |  |
| CONOCOPHILLIPS                           | 20825C104 | 05/13/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      5115      |                0 | FOR         | 5115                                     | FOR                         |  |
| CONSTELLATION ENERGY CORP                | 21037T109 | 04/29/2025     | To consider and act on an advisory vote regarding the approval of compensation paid to named executive officers                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        66      |                0 | FOR         | 66                                       | FOR                         |  |
| CORNING INCORPORATED                     | 219350105 | 05/01/2025     | Advisory approval of our executive compensation (Say on Pay).                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       611      |                0 | FOR         | 611                                      | FOR                         |  |
| COSTCO WHOLESALE CORPORATION             | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      3196      |                0 | FOR         | 3196                                     | FOR                         |  |
| CRISPR THERAPEUTICS AG                   | H17182108 | 06/05/2025     | Non-binding advisory vote on the compensation paid to the Company's named executive officers under U.S. securities law requirements.                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       100      |                0 | FOR         | 100                                      | FOR                         |  |
| CRONOS GROUP INC.                        | 22717L101 | 06/20/2025     | Adoption of an advisory (non-binding) resolution to approve the compensation of the Company's named executive officers as disclosed in the proxy statement dated April 25, 2025.                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      1000      |                0 | FOR         | 1000                                     | FOR                         |  |
| CROWN CASTLE INC.                        | 22822V101 | 05/21/2025     | The non-binding, advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       165      |                0 | FOR         | 165                                      | FOR                         |  |
| CSX CORPORATION                          | 126408103 | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       702      |                0 | FOR         | 702                                      | FOR                         |  |
| CVS HEALTH CORPORATION                   | 126650100 | 05/15/2025     | Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive Compensation.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      9531      |                0 | FOR         | 9531                                     | FOR                         |  |
| D.R. HORTON, INC.                        | 23331A109 | 01/16/2025     | Approval of the advisory resolution on executive compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       285      |                0 | FOR         | 285                                      | FOR                         |  |
| DANAHER CORPORATION                      | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       728      |                0 | FOR         | 728                                      | FOR                         |  |
| DARDEN RESTAURANTS, INC.                 | 237194105 | 09/18/2024     | To obtain non-binding advisory approval of the Company's executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       529.739  |                0 | FOR         | 529.739                                  | FOR                         |  |
| DECKERS OUTDOOR CORPORATION              | 243537107 | 09/09/2024     | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled "Compensation Discussion and Analysis".                                                                | SECTION 14A SAY-ON-PAY VOTES |         4      |                0 | FOR         | 4                                        | FOR                         |  |
| DEERE  COMPANY                           | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation ("say-on-pay")                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        20      |                0 | FOR         | 20                                       | FOR                         |  |
| DIAGEO PLC                               | 25243Q205 | 09/26/2024     | Directors' remuneration report 2024.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      5912      |                0 | FOR         | 5912                                     | FOR                         |  |
| DOMINO'S PIZZA, INC.                     | 25754A201 | 04/23/2025     | Advisory vote to approve the compensation of the named executive officers of the Company.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |       102      |                0 | FOR         | 102                                      | FOR                         |  |
| DOVER CORPORATION                        | 260003108 | 05/02/2025     | To approve, on an advisory basis, named executive officer compensation.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        62      |                0 | FOR         | 62                                       | FOR                         |  |
| DUKE ENERGY CORPORATION                  | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       127.919  |                0 | FOR         | 127.9195                                 | FOR                         |  |
| DXC TECHNOLOGY COMPANY                   | 23355L106 | 07/30/2024     | Approval, in a non-binding advisory vote, of our named executive officer compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       120      |                0 | FOR         | 120                                      | FOR                         |  |
| EATON CORPORATION PLC                    | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      5091      |                0 | FOR         | 5091                                     | FOR                         |  |
| ECOLAB INC.                              | 278865100 | 05/08/2025     | Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        45      |                0 | FOR         | 45                                       | FOR                         |  |
| EDWARDS LIFESCIENCES CORPORATION         | 28176E108 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     31306      |                0 | FOR         | 31306                                    | FOR                         |  |
| ELECTRONIC ARTS INC.                     | 285512109 | 08/01/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         3      |                0 | FOR         | 3                                        | FOR                         |  |
| ELEVANCE HEALTH, INC.                    | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       263      |                0 | FOR         | 263                                      | FOR                         |  |
| ELI LILLY AND COMPANY                    | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      2123      |                0 | FOR         | 2123                                     | FOR                         |  |
| EMERSON ELECTRIC CO.                     | 291011104 | 02/04/2025     | Approval, by non-binding advisory vote, of Emerson Electric Co. executive compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      3300      |                0 | FOR         | 3300                                     | FOR                         |  |
| EOG RESOURCES, INC.                      | 26875P101 | 05/21/2025     | To approve, by non-binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      5026      |                0 | FOR         | 5026                                     | FOR                         |  |
| EQUIFAX INC.                             | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      2192      |                0 | FOR         | 2192                                     | FOR                         |  |
| EQUINIX, INC.                            | 29444U700 | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       506      |                0 | FOR         | 506                                      | FOR                         |  |
| EXELON CORPORATION                       | 30161N101 | 04/29/2025     | Advisory vote to approve the compensation paid to Exelon's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       887      |                0 | FOR         | 887                                      | FOR                         |  |
| EXXON MOBIL CORPORATION                  | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     14214      |                0 | FOR         | 14214                                    | FOR                         |  |
| FEDEX CORPORATION                        | 31428X106 | 09/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        28      |                0 | FOR         | 28                                       | FOR                         |  |
| FERRARI N.V.                             | N3167Y103 | 04/16/2025     | Remuneration Report 2024 (advisory vote)                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        19      |                0 | FOR         | 19                                       | FOR                         |  |
| FIDELITY NAT'L INFORMATION SERVICES,INC. | 31620M106 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1596      |                0 | FOR         | 1596                                     | FOR                         |  |
| FISERV, INC.                             | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       123      |                0 | FOR         | 123                                      | FOR                         |  |
| FORTINET, INC.                           | 34959E109 | 06/13/2025     | Advisory vote to approve named executive officer compensation, as disclosed in the Proxy Statement.                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      5469      |                0 | FOR         | 5469                                     | FOR                         |  |
| FTAI AVIATION LTD.                       | G3730V105 | 05/29/2025     | Approval, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       313      |                0 | FOR         | 313                                      | FOR                         |  |
| FTAI AVIATION LTD.                       | G3730V105 | 05/29/2025     | Approval, on a non-binding advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       313      |                0 | 1 YEAR      | 313                                      | FOR                         |  |
| FUBOTV INC.                              | 35953D104 | 06/17/2025     | Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      2124      |                0 | FOR         | 2124                                     | FOR                         |  |
| GARTNER, INC.                            | 366651107 | 05/29/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        10      |                0 | FOR         | 10                                       | FOR                         |  |
| GE AEROSPACE                             | 369604301 | 05/06/2025     | Advisory Approval of Our Named Executives' Compensation                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1749      |                0 | FOR         | 1749                                     | FOR                         |  |
| GENERAL DYNAMICS CORPORATION             | 369550108 | 05/07/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      1078      |                0 | FOR         | 1078                                     | FOR                         |  |
| GENERAL MILLS, INC.                      | 370334104 | 09/24/2024     | Advisory Vote on Executive Compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |       100      |                0 | FOR         | 100                                      | FOR                         |  |
| GENTHERM INCORPORATED                    | 37253A103 | 05/08/2025     | Approval (on an advisory basis) of the compensation of the Company's named executive officers for the year ended December 31, 2024.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       163      |                0 | FOR         | 163                                      | FOR                         |  |
| H BLOCK, INC.                            | 093671105 | 11/06/2024     | Advisory approval of the Company's named executive officer compensation.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        60      |                0 | FOR         | 60                                       | FOR                         |  |
| HALLIBURTON COMPANY                      | 406216101 | 05/21/2025     | Advisory Approval of Executive Compensation.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      1500      |                0 | FOR         | 1500                                     | FOR                         |  |
| HASBRO, INC.                             | 418056107 | 05/21/2025     | Advisory Vote to Approve the Compensation of Hasbro's Named Executive Officers                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       106      |                0 | FOR         | 106                                      | FOR                         |  |
| HIGHLANDS REIT, INC.                     | 43110A104 | 05/08/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers ("say-on-pay") as described in our proxy materials.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      6497      |                0 | FOR         | 6497                                     | FOR                         |  |
| HIGHLANDS REIT, INC.                     | 43110A104 | 05/08/2025     | To approve, on a non-binding, advisory basis, the frequency of future say-on-pay votes.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      6497      |                0 | 1 YEAR      | 6497                                     | AGAINST                     |  |
| HONEYWELL INTERNATIONAL INC.             | 438516106 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     13031      |                0 | FOR         | 13031                                    | FOR                         |  |
| HP INC.                                  | 40434L105 | 04/14/2025     | To approve, on an advisory basis, HP Inc.'s named executive officer compensation                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      4250      |                0 | FOR         | 4250                                     | FOR                         |  |
| HUMANA INC.                              | 444859102 | 04/17/2025     | Non-binding advisory vote for the approval of the compensation of the named executive officers as disclosed in the 2025 proxy statement.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        27      |                0 | FOR         | 27                                       | FOR                         |  |
| ILLINOIS TOOL WORKS INC.                 | 452308109 | 05/02/2025     | Advisory vote to approve compensation of ITW's named executive officers.                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        43      |                0 | FOR         | 43                                       | FOR                         |  |
| INGERSOLL RAND INC.                      | 45687V106 | 06/12/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       947      |             3053 | FOR         | 947                                      | FOR                         |  |
| INMUNE BIO INC.                          | 45782T105 | 06/10/2025     | To approve, by non-binding advisory vote, the resolution approving named executive officer compensation.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      1178      |                0 | FOR         | 1178                                     | FOR                         |  |
| INMUNE BIO INC.                          | 45782T105 | 06/10/2025     | To approve, by non-binding advisory vote, the frequency of future non-binding advisory votes on resolutions approving future named executive officer compensation.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      1178      |                0 | 1 YEAR      | 1178                                     | AGAINST                     |  |
| INTEL CORPORATION                        | 458140100 | 05/06/2025     | Advisory vote on executive compensation (Say-On-Pay).                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |     20350      |                0 | FOR         | 20350                                    | FOR                         |  |
| INTERCONTINENTAL EXCHANGE, INC.          | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     26998      |                0 | FOR         | 26998                                    | FOR                         |  |
| INTERNATIONAL BUSINESS MACHINES CORP.    | 459200101 | 04/29/2025     | Advisory Vote on Executive Compensation                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1022      |                0 | FOR         | 1022                                     | FOR                         |  |
| INTREPID POTASH, INC.                    | 46121Y201 | 05/29/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       100      |                0 | FOR         | 100                                      | FOR                         |  |
| INTUIT INC.                              | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay).                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      2686      |                0 | FOR         | 2686                                     | FOR                         |  |
| INTUITIVE SURGICAL, INC.                 | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      3345      |                0 | FOR         | 3345                                     | FOR                         |  |
| INVENTRUST PROPERTIES CORP.              | 46124J201 | 05/06/2025     | A proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our named executive officers ("say-on-pay") as described in our proxy materials.                                                                               | SECTION 14A SAY-ON-PAY VOTES |       313      |                0 | FOR         | 313                                      | FOR                         |  |
| JACK HENRY  ASSOCIATES, INC.             | 426281101 | 11/12/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       161      |                0 | FOR         | 161                                      | FOR                         |  |
| JOHNSON  JOHNSON                         | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     55887      |                0 | FOR         | 55887                                    | FOR                         |  |
| JOHNSON CONTROLS INTERNATIONAL PLC       | G51502105 | 03/12/2025     | To approve, in a non-binding advisory vote, the compensation of the named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       431      |                0 | FOR         | 431                                      | FOR                         |  |
| JPMORGAN CHASE  CO.                      | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |     24628.7    |                0 | FOR         | 24628.7265                               | FOR                         |  |
| KELLANOVA                                | 487836108 | 11/01/2024     | The Advisory Compensation Proposal - To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to Kellanova's named executive officers that is based on or otherwise relates to the Merger.                              | SECTION 14A SAY-ON-PAY VOTES |         4      |                0 | FOR         | 4                                        | FOR                         |  |
| KENVUE INC.                              | 49177J102 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of Kenvue Inc.'s named executive officers.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |       321      |                0 | FOR         | 321                                      | FOR                         |  |
| KIMBERLY-CLARK CORPORATION               | 494368103 | 05/01/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      6094.8    |                0 | FOR         | 6094.8033                                | FOR                         |  |
| KINDER MORGAN, INC.                      | 49456B101 | 05/15/2025     | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |     48134      |                0 | FOR         | 48134                                    | FOR                         |  |
| KLA CORPORATION                          | 482480100 | 11/06/2024     | To approve on a non-binding, advisory basis our named executive officer compensation.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        42      |                0 | FOR         | 42                                       | FOR                         |  |
| KYNDRYL HOLDINGS, INC.                   | 50155Q100 | 07/25/2024     | Approval, in an advisory, non-binding vote, of the compensation of our named executive officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       124      |                0 | FOR         | 124                                      | FOR                         |  |
| L3HARRIS TECHNOLOGIES, INC.              | 502431109 | 04/18/2025     | Approval, in an Advisory Vote, of the Compensation of Named Executive Officers as Disclosed in the Proxy Statement.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       387      |                0 | FOR         | 387                                      | FOR                         |  |
| LAM RESEARCH CORPORATION                 | 512807108 | 11/05/2024     | Advisory vote to approve the compensation of the named executive officers of Lam Research, or "Say on Pay."                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        14      |                0 | FOR         | 14                                       | FOR                         |  |
| LINDE PLC                                | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        53      |                0 | FOR         | 53                                       | FOR                         |  |
| LLOYDS BANKING GROUP PLC                 | 539439109 | 05/15/2025     | To approve the directors' remuneration report                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      3244      |                0 | FOR         | 3244                                     | FOR                         |  |
| LOCKHEED MARTIN CORPORATION              | 539830109 | 05/09/2025     | Advisory Vote to Approve the Compensation of our Named Executive Officers (Say-on-Pay)                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       245      |                0 | FOR         | 245                                      | FOR                         |  |
| LOWE'S COMPANIES, INC.                   | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officer compensation in fiscal 2024.                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |       800      |                0 | FOR         | 800                                      | FOR                         |  |
| LSB INDUSTRIES, INC.                     | 502160104 | 05/15/2025     | Proposal to approve, on an advisory basis, the named executive officer compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       200      |                0 | FOR         | 200                                      | FOR                         |  |
| MANNKIND CORPORATION                     | 56400P706 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of MannKind, as disclosed in MannKind's proxy statement for the Annual Meeting.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      5918      |                0 | FOR         | 5918                                     | FOR                         |  |
| MARATHON PETROLEUM CORPORATION           | 56585A102 | 04/30/2025     | Approval, on an advisory basis, of the company's named executive officer compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      5807      |                0 | FOR         | 5807                                     | FOR                         |  |
| MARSH  MCLENNAN COMPANIES, INC.          | 571748102 | 05/15/2025     | Advisory (Nonbinding) Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       347      |                0 | FOR         | 347                                      | FOR                         |  |
| MARVELL TECHNOLOGY, INC.                 | 573874104 | 06/13/2025     | An advisory (non-binding) vote to approve compensation of our named executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       100      |                0 | FOR         | 100                                      | FOR                         |  |
| MASTERCARD INCORPORATED                  | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      6706      |                0 | FOR         | 6706                                     | FOR                         |  |
| MCDONALD'S CORPORATION                   | 580135101 | 05/20/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      5275      |                0 | FOR         | 5275                                     | FOR                         |  |
| MCKESSON CORPORATION                     | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation.                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        14      |                0 | FOR         | 14                                       | FOR                         |  |
| MEDIFAST, INC.                           | 58470H101 | 06/18/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        61      |                0 | FOR         | 61                                       | FOR                         |  |
| MEDTRONIC PLC                            | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     11523      |                0 | FOR         | 11523                                    | FOR                         |  |
| MERCADOLIBRE, INC.                       | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         5      |                0 | FOR         | 5                                        | FOR                         |  |
| MERCK  CO., INC.                         | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     18474      |                0 | FOR         | 18474                                    | FOR                         |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                                                 | SECTION 14A SAY-ON-PAY VOTES |     18664      |                0 | FOR         | 18664                                    | FOR                         |  |
| META PLATFORMS, INC.                     | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                       | SECTION 14A SAY-ON-PAY VOTES |     18664      |                0 | 1 YEAR      | 18664                                    | AGAINST                     |  |
| METLIFE, INC.                            | 59156R108 | 06/17/2025     | Advisory (non-binding) vote to approve the compensation paid to MetLife, Inc.'s Named Executive Officers                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |     15453      |                0 | FOR         | 15453                                    | FOR                         |  |
| MGM RESORTS INTERNATIONAL                | 552953101 | 05/07/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1875      |                0 | FOR         | 1875                                     | FOR                         |  |
| MICROCHIP TECHNOLOGY INCORPORATED        | 595017104 | 08/20/2024     | Proposal to approve, on an advisory (non-binding) basis, the compensation of our named executives.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         4      |                0 | FOR         | 4                                        | FOR                         |  |
| MICROSOFT CORPORATION                    | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |     30709.7    |                0 | FOR         | 30709.7449                               | FOR                         |  |
| MONDELEZ INTERNATIONAL, INC.             | 609207105 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     23471      |                0 | FOR         | 23471                                    | FOR                         |  |
| MOODY'S CORPORATION                      | 615369105 | 04/15/2025     | Advisory resolution approving executive compensation.                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        55      |                0 | FOR         | 55                                       | FOR                         |  |
| MORGAN STANLEY                           | 617446448 | 05/15/2025     | To approve the compensation of executives as disclosed in the proxy statement (non-binding advisory vote)                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      3945      |                0 | FOR         | 3945                                     | FOR                         |  |
| MSCI INC.                                | 55354G100 | 04/22/2025     | To approve, by advisory vote, our executive compensation.                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        28      |                0 | FOR         | 28                                       | FOR                         |  |
| NASDAQ, INC.                             | 631103108 | 06/11/2025     | Advisory vote to approve the Company's executive compensation as presented in the Proxy Statement                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       135      |                0 | FOR         | 135                                      | FOR                         |  |
| NATIONAL GRID PLC                        | 636274409 | 07/10/2024     | To approve the Directors' Remuneration Report excluding the Directors' Remuneration Policy                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       105      |                0 | FOR         | 105                                      | FOR                         |  |
| NESTLE S.A.                              | 641069406 | 04/16/2025     | Acceptance of the Compensation Report 2024 (advisory vote)                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       175      |                0 | FOR         | 175                                      | FOR                         |  |
| NETFLIX, INC.                            | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       669      |                0 | FOR         | 669                                      | FOR                         |  |
| NEXTERA ENERGY, INC.                     | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     41781      |                0 | FOR         | 41781                                    | FOR                         |  |
| NIKE, INC.                               | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     13243.4    |                0 | FOR         | 13243.4251                               | FOR                         |  |
| NORFOLK SOUTHERN CORPORATION             | 655844108 | 05/08/2025     | Approval of the advisory resolution on executive compensation, as disclosed in the proxy statement for the 2025 Annual Meeting of Shareholders.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        38      |                0 | FOR         | 38                                       | FOR                         |  |
| NORTHROP GRUMMAN CORPORATION             | 666807102 | 05/21/2025     | Proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        92      |                0 | FOR         | 92                                       | FOR                         |  |
| NUTRIEN LTD.                             | 67077M108 | 05/07/2025     | A non-binding advisory resolution to accept the Corporation's approach to executive compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       100      |                0 | FOR         | 100                                      | FOR                         |  |
| NVIDIA CORPORATION                       | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     37247      |                0 | FOR         | 37247                                    | FOR                         |  |
| NVR, INC.                                | 62944T105 | 05/06/2025     | Advisory vote to approve compensation paid to certain executive officers.                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        15      |                0 | FOR         | 15                                       | FOR                         |  |
| NXP SEMICONDUCTORS N.V.                  | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       135      |                0 | FOR         | 135                                      | FOR                         |  |
| OCCIDENTAL PETROLEUM CORPORATION         | 674599105 | 05/02/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      3323      |                0 | FOR         | 3323                                     | FOR                         |  |
| OKTA, INC.                               | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the compensation of our named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       308      |                0 | FOR         | 308                                      | FOR                         |  |
| OKTA, INC.                               | 679295105 | 06/24/2025     | To approve, on an advisory non-binding basis, the frequency of future advisory non-binding votes to approve the compensation of our named executive officers.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       308      |                0 | 1 YEAR      | 308                                      | FOR                         |  |
| OMNICOM GROUP INC.                       | 681919106 | 05/06/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       205      |                0 | FOR         | 205                                      | FOR                         |  |
| ONEOK, INC.                              | 682680103 | 05/21/2025     | An advisory vote to approve ONEOK, Inc.'s executive compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      4730      |                0 | FOR         | 4730                                     | FOR                         |  |
| ORACLE CORPORATION                       | 68389X105 | 11/14/2024     | Advisory Vote to Approve the Compensation of our Named Executive Officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     61530      |                0 | FOR         | 61530                                    | FOR                         |  |
| ORGANON  CO.                             | 68622V106 | 06/10/2025     | Approve, on a non-binding advisory basis, the compensation of Organon's Named Executive Officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      1720      |                0 | FOR         | 1720                                     | FOR                         |  |
| OTIS WORLDWIDE CORPORATION               | 68902V107 | 05/15/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     31975      |                0 | FOR         | 31975                                    | FOR                         |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | To approve, on an advisory basis, the frequency of holding future advisory votes on named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1650      |                0 | 1 YEAR      | 1650                                     | FOR                         |  |
| PALO ALTO NETWORKS, INC.                 | 697435105 | 12/10/2024     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1650      |                0 | FOR         | 1650                                     | FOR                         |  |
| PARKER-HANNIFIN CORPORATION              | 701094104 | 10/23/2024     | Approval of, on a non-binding, advisory basis, the compensation of our Named Executive Officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        45      |                0 | FOR         | 45                                       | FOR                         |  |
| PELOTON INTERACTIVE, INC.                | 70614W100 | 12/03/2024     | Approval, on a non-binding advisory basis, of the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       984      |                0 | FOR         | 984                                      | FOR                         |  |
| PEPSICO, INC.                            | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     15548      |                0 | FOR         | 15548                                    | FOR                         |  |
| PFIZER INC.                              | 717081103 | 04/24/2025     | 2025 advisory approval of executive compensation                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |    338910      |                0 | FOR         | 338909.8564                              | FOR                         |  |
| PHILIP MORRIS INTERNATIONAL INC.         | 718172109 | 05/07/2025     | Advisory Vote Approving Executive Compensation                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      4862      |                0 | FOR         | 4862                                     | FOR                         |  |
| PJT PARTNERS INC.                        | 69343T107 | 06/18/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers (Proposal 2).                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       886      |                0 | FOR         | 886                                      | FOR                         |  |
| PROLOGIS, INC.                           | 74340W103 | 05/08/2025     | Advisory Vote to Approve the Company's Executive Compensation for 2024.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |       223      |                0 | FOR         | 223                                      | FOR                         |  |
| PRUDENTIAL FINANCIAL, INC.               | 744320102 | 05/13/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        76      |                0 | FOR         | 76                                       | FOR                         |  |
| QUALCOMM INCORPORATED                    | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     20310      |                0 | FOR         | 20310                                    | FOR                         |  |
| REALTY INCOME CORPORATION                | 756109104 | 05/13/2025     | A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy Statement.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       693      |                0 | FOR         | 693                                      | FOR                         |  |
| REPUBLIC SERVICES, INC.                  | 760759100 | 05/19/2025     | Advisory vote to approve our named executive officer compensation.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        25      |                0 | FOR         | 25                                       | FOR                         |  |
| RESMED INC.                              | 761152107 | 11/20/2024     | Approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement ("say-on-pay").                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         2      |                0 | FOR         | 2                                        | FOR                         |  |
| RITHM CAPITAL CORP.                      | 64828T201 | 05/22/2025     | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      1500      |                0 | FOR         | 1500                                     | FOR                         |  |
| ROBERT HALF INC                          | 770323103 | 05/14/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       146      |                0 | FOR         | 146                                      | FOR                         |  |
| ROBINHOOD MARKETS, INC.                  | 770700102 | 06/25/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     25602      |                0 | FOR         | 25602                                    | FOR                         |  |
| ROPER TECHNOLOGIES, INC.                 | 776696106 | 06/10/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       183      |                0 | FOR         | 183                                      | FOR                         |  |
| RPM INTERNATIONAL INC.                   | 749685103 | 10/03/2024     | Approve the Company's executive compensation.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       230      |                0 | FOR         | 230                                      | FOR                         |  |
| RTX CORPORATION                          | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     32621      |                0 | FOR         | 32621                                    | FOR                         |  |
| S GLOBAL INC.                            | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        24      |                0 | FOR         | 24                                       | FOR                         |  |
| SALESFORCE, INC.                         | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       791      |                0 | FOR         | 791                                      | FOR                         |  |
| SAP SE                                   | 803054204 | 05/13/2025     | Resolution on the approval of the compensation report for fiscal year 2024                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       111      |                0 | FOR         | 111                                      | NONE                        |  |
| SCHLUMBERGER LIMITED (SCHLUMBERGER N.V.) | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     12189      |                0 | FOR         | 12189                                    | FOR                         |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC          | G7997R103 | 10/19/2024     | Approve, in an Advisory, Non-binding Vote, the Compensation of the Company's Named Executive Officers (''Say-on-Pay'').                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         4      |                0 | FOR         | 4                                        | FOR                         |  |
| SEMPRA                                   | 816851109 | 05/13/2025     | Advisory approval of our executive compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       134.665  |                0 | FOR         | 134.6646                                 | FOR                         |  |
| SERVICENOW, INC.                         | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      2486      |                0 | FOR         | 2486                                     | FOR                         |  |
| SJW GROUP                                | 784305104 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the proxy statement.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         6      |                0 | FOR         | 6                                        | FOR                         |  |
| SOUTHSTATE CORPORATION                   | 840441109 | 04/23/2025     | Approval, as an advisory, non-binding "say on pay" resolution, of our executive compensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     14602      |                0 | FOR         | 14602                                    | FOR                         |  |
| SPECTRUM BRANDS HOLDINGS, INC.           | 84790A105 | 08/06/2024     | To approve, on an advisory basis, the compensation of the Company's executive officers.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        21      |                0 | FOR         | 21                                       | FOR                         |  |
| SS TECHNOLOGIES HOLDINGS, INC.           | 78467J100 | 05/21/2025     | To approve, on an advisory basis, the compensation of SS's named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       360      |                0 | FOR         | 360                                      | FOR                         |  |
| STARBUCKS CORPORATION                    | 855244109 | 03/12/2025     | Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        50      |                0 | FOR         | 50                                       | FOR                         |  |
| STMICROELECTRONICS N.V.                  | 861012102 | 05/28/2025     | Remuneration Report (advisory vote)                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        92      |                0 | FOR         | 92                                       | FOR                         |  |
| STRYKER CORPORATION                      | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       655      |                0 | FOR         | 655                                      | FOR                         |  |
| SYSCO CORPORATION                        | 871829107 | 11/15/2024     | To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       144      |                0 | FOR         | 144                                      | FOR                         |  |
| T. ROWE PRICE GROUP, INC.                | 74144T108 | 05/08/2025     | Approve, by a non-binding advisory vote, the compensation paid by the Company to its Named Executive Officers.                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       384      |                0 | FOR         | 384                                      | FOR                         |  |
| TAKE-TWO INTERACTIVE SOFTWARE, INC.      | 874054109 | 09/18/2024     | Approval, on a non-binding advisory basis, of the compensation of the Company's "named executive officers" as disclosed in the Proxy Statement.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     23612      |                0 | FOR         | 23612                                    | FOR                         |  |
| TAPESTRY, INC.                           | 876030107 | 11/14/2024     | Advisory vote to approve the Company's executive compensation, as discussed and described in the proxy statement.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        80      |                0 | FOR         | 80                                       | FOR                         |  |
| TARGA RESOURCES CORP.                    | 87612G101 | 05/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      8325      |                0 | FOR         | 8325                                     | FOR                         |  |
| TEXAS INSTRUMENTS INCORPORATED           | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       683      |                0 | FOR         | 683                                      | FOR                         |  |
| THE ALLSTATE CORPORATION                 | 020002101 | 05/29/2025     | Advisory vote to approve the compensation of the named executives.                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |       113      |                0 | FOR         | 113                                      | FOR                         |  |
| THE BOEING COMPANY                       | 097023105 | 04/24/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      3529      |                0 | FOR         | 3529                                     | FOR                         |  |
| THE CHARLES SCHWAB CORPORATION           | 808513105 | 05/22/2025     | Advisory approval of named executive officer compensation                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |     13269      |                0 | FOR         | 13269                                    | FOR                         |  |
| THE CIGNA GROUP                          | 125523100 | 04/23/2025     | Advisory approval of executive compensation                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      1359      |                0 | FOR         | 1359                                     | FOR                         |  |
| THE CLOROX COMPANY                       | 189054109 | 11/20/2024     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        35      |                0 | FOR         | 35                                       | FOR                         |  |
| THE COCA-COLA COMPANY                    | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     40415      |                0 | FOR         | 40415                                    | FOR                         |  |
| THE ESTEE LAUDER COMPANIES INC.          | 518439104 | 11/08/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       480      |                0 | FOR         | 480                                      | FOR                         |  |
| THE GOLDMAN SACHS GROUP, INC.            | 38141G104 | 04/23/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        33      |                0 | FOR         | 33                                       | FOR                         |  |
| THE HERSHEY COMPANY                      | 427866108 | 05/06/2025     | Approve named executive officer compensation on a non-binding advisory basis.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       296      |                0 | FOR         | 296                                      | FOR                         |  |
| THE HOME DEPOT, INC.                     | 437076102 | 05/22/2025     | Advisory Vote to Approve Executive Compensation ("Say-on-Pay")                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |     13679      |                0 | FOR         | 13679                                    | FOR                         |  |
| THE J. M. SMUCKER COMPANY                | 832696405 | 08/14/2024     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        20      |                0 | FOR         | 20                                       | FOR                         |  |
| THE MOSAIC COMPANY                       | 61945C103 | 05/29/2025     | An advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       300      |                0 | FOR         | 300                                      | FOR                         |  |
| THE PROCTER  GAMBLE COMPANY              | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the "Say on Pay" vote).                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |     13157      |                0 | FOR         | 13157                                    | FOR                         |  |
| THE SHERWIN-WILLIAMS COMPANY             | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |       127      |                0 | FOR         | 127                                      | FOR                         |  |
| THE SOUTHERN COMPANY                     | 842587107 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      5155      |                0 | FOR         | 5155                                     | FOR                         |  |
| THE ST. JOE COMPANY                      | 790148100 | 05/13/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       603      |                0 | FOR         | 603                                      | FOR                         |  |
| THE TJX COMPANIES, INC.                  | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1058.99   |                0 | FOR         | 1058.9929                                | FOR                         |  |
| THE TRADE DESK, INC.                     | 88339J105 | 05/27/2025     | The approval, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      2000      |                0 | FOR         | 2000                                     | FOR                         |  |
| THE TRAVELERS COMPANIES, INC.            | 89417E109 | 05/21/2025     | Non-binding vote to approve executive compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |       500      |                0 | FOR         | 500                                      | FOR                         |  |
| THE WALT DISNEY COMPANY                  | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     11611      |                0 | FOR         | 11611                                    | FOR                         |  |
| THERMO FISHER SCIENTIFIC INC.            | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       457      |                0 | FOR         | 457                                      | FOR                         |  |
| TRANE TECHNOLOGIES PLC                   | G8994E103 | 06/05/2025     | Advisory approval of the compensation of the Company's named executive officers.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      7000      |                0 | FOR         | 7000                                     | FOR                         |  |
| TRANSDIGM GROUP INCORPORATED             | 893641100 | 03/06/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        22      |                0 | FOR         | 22                                       | FOR                         |  |
| TREVI THERAPEUTICS INC                   | 89532M101 | 06/11/2025     | Approval, on an advisory basis, of the compensation paid to our named executive officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      5858      |                0 | FOR         | 5858                                     | FOR                         |  |
| TREVI THERAPEUTICS INC                   | 89532M101 | 06/11/2025     | Approval, on an advisory basis, of the frequency of future advisory votes to approve the compensation paid to our named executive officers.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      5858      |                0 | 1 YEAR      | 5858                                     | FOR                         |  |
| TRIMBLE INC.                             | 896239100 | 09/30/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |       200      |                0 | FOR         | 200                                      | FOR                         |  |
| TRIMBLE INC.                             | 896239100 | 06/17/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       200      |                0 | FOR         | 200                                      | FOR                         |  |
| TRUMP MEDIA  TECHNOLOGY GROUP CORP.      | 25400Q105 | 04/30/2025     | An advisory vote on a resolution to approve the compensation of our named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       833      |                0 | FOR         | 833                                      | FOR                         |  |
| TRUMP MEDIA  TECHNOLOGY GROUP CORP.      | 25400Q105 | 04/30/2025     | An advisory vote on the frequency of future advisory resolutions to approve the compensation of our named executive officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |       833      |                0 | 1 YEAR      | 833                                      | FOR                         |  |
| U.S. BANCORP                             | 902973304 | 04/15/2025     | An advisory vote to approve the compensation of our executives disclosed in the proxy statement.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |     13795      |                0 | FOR         | 13795                                    | FOR                         |  |
| UNION PACIFIC CORPORATION                | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers ("Say on Pay").                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |      8054      |                0 | FOR         | 8054                                     | FOR                         |  |
| UNITED PARCEL SERVICE, INC.              | 911312106 | 05/08/2025     | To approve on an advisory basis named executive officer compensation.                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      7679      |                0 | FOR         | 7679                                     | FOR                         |  |
| UNITEDHEALTH GROUP INCORPORATED          | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |     28212.7    |                0 | FOR         | 28212.6746                               | FOR                         |  |
| UNITY SOFTWARE INC.                      | 91332U101 | 06/11/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |     16244      |             2681 | FOR         | 16244                                    | FOR                         |  |
| VERISK ANALYTICS, INC.                   | 92345Y106 | 05/20/2025     | To approve executive compensation on an advisory, non-binding basis.                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        81      |                0 | FOR         | 81                                       | FOR                         |  |
| VERIZON COMMUNICATIONS INC.              | 92343V104 | 05/22/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |    200001      |                0 | FOR         | 200001                                   | FOR                         |  |
| VIATRIS INC.                             | 92556V106 | 12/06/2024     | Approval of, on a non-binding advisory basis, the 2023 compensation of the named executive officers of the Company.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      3056      |                0 | FOR         | 3056                                     | FOR                         |  |
| VICI PROPERTIES INC.                     | 925652109 | 04/29/2025     | To approve (on a non-binding, advisory basis) the compensation of our named executive officers.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |      1550      |                0 | FOR         | 1550                                     | FOR                         |  |
| VISA INC.                                | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |     39855.5    |                0 | FOR         | 39855.4578                               | FOR                         |  |
| WALMART INC.                             | 931142103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     19519      |                0 | FOR         | 19519                                    | FOR                         |  |
| WARNER BROS. DISCOVERY, INC.             | 934423104 | 06/02/2025     | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a "Say-on-Pay" vote.                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      8303      |                0 | FOR         | 8303                                     | FOR                         |  |
| WASTE CONNECTIONS, INC.                  | 94106B101 | 05/16/2025     | Say-on-Pay - Approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement.                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |       360      |                0 | FOR         | 360                                      | FOR                         |  |
| WASTE MANAGEMENT, INC.                   | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |      1564      |                0 | FOR         | 1564                                     | FOR                         |  |
| WELLS FARGO  COMPANY                     | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |     19997      |                0 | FOR         | 19997                                    | FOR                         |  |
| WESTERN DIGITAL CORPORATION              | 958102105 | 11/20/2024     | Approval on an advisory basis of the named executive officer compensation disclosed in the Proxy Statement.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         3      |                0 | FOR         | 3                                        | FOR                         |  |
| WEYERHAEUSER COMPANY                     | 962166104 | 05/09/2025     | Approval, on an advisory basis, of the compensation of the named executive officers.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |     25155      |                0 | FOR         | 25155                                    | FOR                         |  |
| WHEELS UP EXPERIENCE INC.                | 96328L205 | 06/10/2025     | To approve the non-binding, advisory vote to approve named executive officer compensation for the fiscal year ended December 31, 2024.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      2070      |                0 | FOR         | 2070                                     | FOR                         |  |
| XYLEM INC.                               | 98419M100 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |       145      |                0 | FOR         | 145                                      | FOR                         |  |
| YUM CHINA HOLDINGS, INC.                 | 98850P109 | 05/23/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |       169      |                0 | FOR         | 169                                      | FOR                         |  |
| ZOETIS INC.                              | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      2855      |                0 | FOR         | 2855                                     | FOR                         |  |
| ZSCALER, INC.                            | 98980G102 | 01/10/2025     | To approve on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |       187      |                0 | FOR         | 187                                      | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** MAI Capital Management

**By (Signature):** Mark J. Happe

**By (Printed Signature):** Mark J. Happe

**By (Title):** CCO

**Date:** 08/26/2025