| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #11 | $881,570 | 19,650 | $739,430 | 19,650 | 00.00% | Unchanged |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #10 | $714,273 | 15,921 | $669,626 | 17,795 | -1,874-10.53% | Reduce |
| Concurrent Investment Advisors, LLC |
| <0.01% | — | #3 | $401,145 | 8,942 | $0 | 0 | +8,942 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #2 | $320,106 | 7,135 | $253,931 | 6,748 | +387+5.74% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #7 | $93,496 | 2,084 | $69,643 | 1,840 | +244+13.26% | Add |
| HIGHLINE WEALTH PARTNERS LLC |
| 0.01% | 0.01% | #1 | $46,499 | 1,036 | $39,002 | 1,036 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #15 | $42,885 | 956 | $11,513 | 306 | +650+212.42% | Add |
| Concord Wealth Partners |
| <0.01% | — | #4 | $15,927 | 355 | $0 | 0 | +355 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #19 | $13,145 | 293 | $0 | 0 | +293 | New Buy |
| Main Street Group, LTD |
| <0.01% | <0.01% | #5 | $6,730 | 150 | $5,645 | 150 | 00.00% | Unchanged |
| Allworth Financial LP |
| <0.01% | — | #17 | $5,833 | 130 | $0 | 0 | +130 | New Buy |
| Kings Path Partners LLC |
| <0.01% | — | #6 | $5,070 | 113 | $0 | 0 | +113 | New Buy |
| Key FInancial Inc |
| <0.01% | <0.01% | #8 | $3,724 | 83 | $3,123 | 83 | 00.00% | Unchanged |
| Parallel Advisors, LLC |
| <0.01% | <0.01% | #16 | $2,394 | 53 | $2,008 | 53 | 00.00% | Unchanged |
| Crewe Advisors LLC |
| <0.01% | <0.01% | #13 | $1,436 | 32 | $1,205 | 32 | 00.00% | Unchanged |
| Tradewinds Capital Management, LLC |
| <0.01% | <0.01% | #12 | $898 | 20 | $753 | 20 | 00.00% | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| <0.01% | <0.01% | #14 | $808 | 18 | $677 | 18 | 00.00% | Unchanged |
| Hurley Capital, LLC |
| <0.01% | — | #9 | $538 | 12 | $0 | 0 | +12 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | — | #20 | $538 | 12 | $0 | 0 | +12 | New Buy |
| Larson Financial Group LLC |
| <0.01% | <0.01% | #21 | $226 | 5 | $189 | 5 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | — | #23 | $89 | 2 | $0 | 0 | +2 | New Buy |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #22 | $45 | 1 | $38 | 1 | 00.00% | Unchanged |
| Robbins Farley |
| <0.01% | <0.01% | #18 | $45 | 1 | $38 | 1 | 00.00% | Unchanged |
