| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.21% | 0.09% | #2 | $4.2M | 152,047 | $1.6M | 67,289 | +84,758+125.96% | Add |
| WT Wealth Management |
| 0.72% | 0.72% | #1 | $2.6M | 93,668 | $2.4M | 101,116 | -7,448-7.37% | Reduce |
| IHT Wealth Management, LLC |
| 0.02% | 0.02% | #3 | $763,611 | 27,677 | $677,518 | 28,437 | -760-2.67% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #4 | $609,380 | 22,087 | $296,474 | 12,397 | +9,690+78.16% | Add |
| Daiwa Securities Group Inc. |
| <0.01% | <0.01% | #7 | $597,765 | 21,666 | $516,192 | 21,666 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #18 | $496,730 | 18,004 | $304,614 | 12,785 | +5,219+40.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #19 | $271,155 | 9,828 | $247,351 | 10,382 | -554-5.34% | Reduce |
| PARK AVENUE SECURITIES LLC |
| <0.01% | — | #6 | $200,773 | 7,277 | $0 | 0 | +7,277 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #21 | $50,297 | 1,823 | $49,607 | 2,082 | -259-12.44% | Reduce |
| BARCLAYS PLC |
| <0.01% | <0.01% | #24 | $47,482 | 1,721 | $41,003 | 1,721 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #16 | $28,059 | 1,017 | $24,230 | 1,017 | 00.00% | Unchanged |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #8 | $27,866 | 1,010 | $58,705 | 2,464 | -1,454-59.01% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #27 | $16,414 | 587 | $13,578 | 586 | +1+0.17% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | <0.01% | #25 | $13,767 | 499 | $11,889 | 499 | 00.00% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #13 | $12,395 | 434 | $10,379 | 434 | 00.00% | Unchanged |
| Banque Cantonale Vaudoise |
| <0.01% | <0.01% | #10 | $12,222 | 443 | $11,000 | 443 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #26 | $10,000 | 368 | $62,000 | 2,603 | -2,235-85.86% | Reduce |
| Institute for Wealth Management, LLC. |
| <0.01% | — | #9 | $8,498 | 308 | $0 | 0 | +308 | New Buy |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #23 | $8,222 | 298 | $7,100 | 298 | 00.00% | Unchanged |
| SBI Securities Co., Ltd. |
| <0.01% | <0.01% | #17 | $5,352 | 194 | $5,289 | 222 | -28-12.61% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #28 | $5,159 | 187 | $7.4M | 230,669 | -230,482-99.92% | Reduce |
| AMERIFLEX GROUP, INC. |
| <0.01% | <0.01% | #5 | $4,139 | 150 | $3,574 | 150 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #22 | $3,642 | 132 | $0 | 0 | +132 | New Buy |
| Larson Financial Group LLC |
| <0.01% | <0.01% | #20 | $2,511 | 91 | $2,168 | 91 | 00.00% | Unchanged |
| Triumph Capital Management |
| <0.01% | <0.01% | #11 | $2,373 | 86 | $2,049 | 86 | 00.00% | Unchanged |
| Abound Wealth Management |
| <0.01% | <0.01% | #12 | $2,015 | 73 | $1,740 | 73 | 00.00% | Unchanged |
| Elevated Capital Advisors, LLC |
| <0.01% | <0.01% | #14 | $1,186 | 43 | $1,024 | 43 | 00.00% | Unchanged |
| Richard W. Paul & Associates, LLC |
| <0.01% | <0.01% | #15 | $441 | 16 | $381 | 16 | 00.00% | Unchanged |
