| Redwood Investment Management, LLC |
| 6.08% | 6.75% | #1 | $61.3M | 1.2M | $54.4M | 1.2M | -752-0.06% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #9 | $30.2M | 582,713 | $27.2M | 591,543 | -8,830-1.49% | Reduce |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #10 | $5.8M | 111,157 | $4.5M | 97,623 | +13,534+13.86% | Add |
| IHT Wealth Management, LLC |
| 0.03% | 0.03% | #5 | $1.6M | 31,548 | $1.5M | 32,189 | -641-1.99% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #8 | $1.6M | 30,048 | $1.5M | 32,864 | -2,816-8.57% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.02% | 0.02% | #6 | $1.5M | 28,977 | $1.3M | 28,466 | +511+1.80% | Add |
| Coppell Advisory Solutions LLC |
| 0.06% | — | #3 | $746,900 | 14,431 | $0 | 0 | +14,431 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #18 | $719,095 | 13,886 | $843,007 | 18,367 | -4,481-24.40% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #12 | $532,614 | 10,285 | $455,000 | 9,904 | +381+3.85% | Add |
| VestGen Advisors, LLC |
| 0.02% | 0.01% | #7 | $526,245 | 10,162 | $489,935 | 10,108 | +54+0.53% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #20 | $339,403 | 6,554 | $274,928 | 5,990 | +564+9.42% | Add |
| Aurora Private Wealth, Inc. |
| 0.2% | 0.28% | #2 | $317,135 | 6,124 | $393,000 | 8,710 | -2,586-29.69% | Reduce |
| Maia Wealth LLC |
| 0.05% | 0.05% | #4 | $315,476 | 6,092 | $316,552 | 6,897 | -805-11.67% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #23 | $116,180 | 2,243 | $98,932 | 2,155 | +88+4.08% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | — | #15 | $111,391 | 2,151 | $0 | 0 | +2,151 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #11 | $107,300 | 2,072 | $104,051 | 2,267 | -195-8.60% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #22 | $89,642 | 1,731 | $208,102 | 4,534 | -2,803-61.82% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #16 | $26,929 | 520 | $0 | 0 | +520 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #21 | $21,284 | 411 | $17,625 | 384 | +27+7.03% | Add |
| VANGUARD ADVISERS INC |
| <0.01% | <0.01% | #19 | $18,021 | 348 | $15,972 | 348 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #17 | $13,878 | 268 | $0 | 0 | +268 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #24 | $11,542 | 223 | $0 | 0 | +223 | New Buy |
| Comprehensive Financial Planning, Inc./PA |
| <0.01% | <0.01% | #13 | $1,502 | 29 | $1,331 | 29 | 00.00% | Unchanged |
| Signature Equity Partners, LLC |
| <0.01% | <0.01% | #14 | $1,398 | 27 | $1,239 | 27 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #26 | $52 | 1 | $0 | 0 | +1 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #25 | $28 | 1 | $25 | 1 | 00.00% | Unchanged |