| EASTERN BANK |
| 0.29% | 0.19% | #2 | $19.2M | 566,258 | $11.3M | 384,098 | +182,160+47.43% | Add |
| Stewardship Advisors, LLC |
| 1.35% | 1.36% | #1 | $6.5M | 191,492 | $5.9M | 200,421 | -8,929-4.46% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | <0.01% | #16 | $4.5M | 131,943 | $1.9M | 63,918 | +68,025+106.43% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #22 | $2.2M | 63,712 | $687,078 | 23,345 | +40,367+172.91% | Add |
| Invesco Ltd. |
| <0.01% | <0.01% | #24 | $1.3M | 39,683 | $1.3M | 44,445 | -4,762-10.71% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #23 | $1.1M | 32,327 | $0 | 0 | +32,327 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #29 | $828,048 | 24,419 | $780,069 | 26,505 | -2,086-7.87% | Reduce |
| Sepio Capital, LP |
| 0.04% | 0.04% | #7 | $750,137 | 22,121 | $651,067 | 22,121 | 00.00% | Unchanged |
| Tower Research Capital LLC (TRC) |
| 0.02% | 0.01% | #11 | $731,574 | 21,574 | $497,010 | 16,887 | +4,687+27.76% | Add |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #15 | $628,064 | 18,521 | $444,210 | 15,093 | +3,428+22.71% | Add |
| Heck Capital Advisors, LLC |
| 0.03% | 0.04% | #8 | $572,978 | 16,897 | $559,670 | 19,016 | -2,119-11.14% | Reduce |
| Bond & Devick Financial Network, Inc. |
| 0.13% | 0.12% | #3 | $543,611 | 16,031 | $416,662 | 14,157 | +1,874+13.24% | Add |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #20 | $536,094 | 15,828 | $463,451 | 15,769 | +59+0.37% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #18 | $526,691 | 15,532 | $465,000 | 15,817 | -285-1.80% | Reduce |
| Allegheny Financial Group |
| 0.05% | 0.06% | #5 | $514,494 | 15,172 | $446,189 | 15,160 | +12+0.08% | Add |
| MJP ASSOCIATES INC /ADV |
| 0.05% | 0.05% | #6 | $456,303 | 13,456 | $404,233 | 13,735 | -279-2.03% | Reduce |
| Advisor OS, LLC |
| 0.03% | 0.03% | #9 | $456,303 | 13,456 | $404,233 | 13,735 | -279-2.03% | Reduce |
| Community Financial Services Group, LLC |
| 0.06% | 0.03% | #4 | $421,010 | 12,379 | $181,623 | 6,138 | +6,241+101.68% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #21 | $388,335 | 11,452 | $357,340 | 12,142 | -690-5.68% | Reduce |
| GRIMES & Co WEALTH MANAGEMENT, LLC |
| 0.01% | 0.01% | #14 | $350,748 | 10,344 | $303,242 | 10,303 | +41+0.40% | Add |
| Birch Hill Investment Advisors LLC |
| 0.01% | 0.01% | #12 | $314,007 | 9,260 | $272,536 | 9,260 | 00.00% | Unchanged |
| Pekin Hardy Strauss, Inc. |
| 0.02% | — | #10 | $252,528 | 7,447 | $0 | 0 | +7,447 | New Buy |
| Kingsview Wealth Management, LLC |
| <0.01% | <0.01% | #17 | $244,281 | 8,300 | $244,281 | 8,300 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #27 | $222,111 | 6,550 | $0 | 0 | +6,550 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #30 | $80,000 | 2,362 | $35,000 | 1,203 | +1,159+96.34% | Add |
| Ritter Daniher Financial Advisory LLC / DE |
| 0.01% | 0.01% | #13 | $64,870 | 1,913 | $56,303 | 1,913 | 00.00% | Unchanged |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #26 | $33,571 | 990 | $77,581 | 2,636 | -1,646-62.44% | Reduce |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #25 | $12,784 | 377 | $11,096 | 377 | 00.00% | Unchanged |
| Milestone Investment Advisors LLC |
| <0.01% | <0.01% | #19 | $2,951 | 87 | $2,561 | 87 | 00.00% | Unchanged |
| Ancora Advisors LLC |
| <0.01% | — | #28 | $2,781 | 82 | $0 | 0 | +82 | New Buy |
| VANGUARD ADVISERS INC |
| <0.01% | — | #31 | $2,069 | 61 | $0 | 0 | +61 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #32 | $37 | 1 | $0 | 0 | +1 | New Buy |
