| Hedeker Wealth, LLC |
| 2.79% | 2.91% | #1 | $14.6M | 454,843 | $13.8M | 451,749 | +3,094+0.68% | Add |
| SK Wealth Management, LLC |
| 1.86% | 4.9% | #2 | $8.2M | 245,336 | $17.7M | 577,450 | -332,114-57.51% | Reduce |
| OPTIMA CAPITAL LLC |
| 0.57% | 0.52% | #3 | $1.5M | 45,158 | $1.1M | 36,720 | +8,438+22.98% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #12 | $1.1M | 34,013 | $939,265 | 30,767 | +3,246+10.55% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #8 | $775,511 | 24,102 | $724,131 | 23,720 | +382+1.61% | Add |
| WealthPoint Financial, LLC |
| 0.49% | 0.46% | #4 | $671,163 | 20,859 | $555,157 | 18,185 | +2,674+14.70% | Add |
| THOMPSON DAVIS & CO., INC. |
| 0.29% | 0.2% | #5 | $479,339 | 14,897 | $301,917 | 9,890 | +5,007+50.63% | Add |
| SHEETS SMITH WEALTH MANAGEMENT |
| 0.04% | 0.04% | #6 | $366,069 | 11,377 | $350,984 | 11,497 | -120-1.04% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #13 | $337,574 | 10,491 | $254,671 | 8,342 | +2,149+25.76% | Add |
| Avior Wealth Management, LLC |
| 0.01% | 0.01% | #7 | $228,962 | 7,500 | $228,962 | 7,500 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #10 | $218,118 | 6,779 | $0 | 0 | +6,779 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #11 | $60,492 | 1,880 | $0 | 0 | +1,880 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | — | #9 | $41,926 | 1,303 | $0 | 0 | +1,303 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #14 | $74 | 2 | $0 | 0 | +2 | New Buy |
