| EARNED WEALTH ADVISORS, LLC |
| 1.11% | 1.19% | #1 | $17.2M | 175,744 | $17.8M | 182,083 | -6,339-3.48% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #22 | $14.8M | 151,624 | $15.1M | 154,439 | -2,815-1.82% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #41 | $14.1M | 144,542 | $39.1M | 395,597 | -251,055-63.46% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #43 | $6.4M | 65,324 | $4.7M | 48,079 | +17,245+35.87% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #36 | $5.7M | 58,356 | $7.4M | 76,070 | -17,714-23.29% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #46 | $5.3M | 54,172 | $18.2M | 186,644 | -132,472-70.98% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #49 | $4.6M | 47,598 | $3.4M | 34,643 | +12,955+37.40% | Add |
| Proactive Wealth Strategies LLC |
| 0.68% | 0.84% | #3 | $4.2M | 43,370 | $4.5M | 46,047 | -2,677-5.81% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #39 | $3.6M | 37,341 | $4.1M | 41,520 | -4,179-10.07% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | 0.01% | #26 | $3.6M | 36,621 | $3.7M | 37,721 | -1,100-2.92% | Reduce |
| GTS SECURITIES LLC |
| 0.07% | 0.11% | #9 | $3.2M | 32,754 | $3.2M | 32,754 | 00.00% | Unchanged |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #19 | $2.8M | 28,719 | $2.8M | 29,036 | -317-1.09% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #47 | $2.8M | 28,516 | $2.6M | 26,199 | +2,317+8.84% | Add |
| BostonPremier Wealth LLC |
| 0.94% | 1.13% | #2 | $2.2M | 22,739 | $2.2M | 22,494 | +245+1.09% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #50 | $1.9M | 19,550 | $911,912 | 9,341 | +10,209+109.29% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #16 | $1.7M | 17,198 | $1.6M | 16,069 | +1,129+7.03% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #51 | $1.6M | 16,574 | $1.7M | 17,147 | -573-3.34% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #27 | $1.3M | 13,151 | $1.3M | 13,113 | +38+0.29% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #24 | $1.2M | 12,585 | $1.2M | 11,883 | +702+5.91% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #34 | $1.2M | 12,248 | $1.2M | 12,589 | -341-2.71% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #30 | $1.2M | 12,238 | $1.5M | 14,936 | -2,698-18.06% | Reduce |
| Paragon Private Wealth Management, LLC |
| 0.31% | 0.37% | #5 | $1.2M | 11,991 | $1.2M | 11,978 | +13+0.11% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.02% | #15 | $844,245 | 8,649 | $1.1M | 11,520 | -2,871-24.92% | Reduce |
| Summit Financial, LLC |
| 0.01% | 0.02% | #17 | $743,243 | 7,614 | $1.2M | 12,115 | -4,501-37.15% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | 0.01% | #38 | $690,609 | 7,075 | $9.1M | 93,513 | -86,438-92.43% | Reduce |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #37 | $632,547 | 6,480 | $704,948 | 7,221 | -741-10.26% | Reduce |
| Regal Investment Advisors LLC |
| 0.03% | 0.04% | #12 | $630,595 | 6,460 | $750,734 | 7,690 | -1,230-15.99% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #53 | $614,215 | 6,292 | $1.1M | 11,028 | -4,736-42.95% | Reduce |
| Kesler, Norman & Wride, LLC |
| 0.09% | 0.1% | #6 | $537,138 | 5,503 | $557,293 | 5,709 | -206-3.61% | Reduce |
| HFG Advisors, Inc. |
| 0.31% | 0.35% | #4 | $498,867 | 5,111 | $498,797 | 5,109 | +2+0.04% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #59 | $442,645 | 4,508 | $718,081 | 7,450 | -2,942-39.49% | Reduce |
| Sound Income Strategies, LLC |
| 0.02% | 0.02% | #13 | $441,358 | 4,521 | $451,237 | 4,618 | -97-2.10% | Reduce |
| TWO SIGMA SECURITIES, LLC |
| 0.03% | 0.04% | #11 | $388,216 | 3,977 | $355,256 | 3,639 | +338+9.29% | Add |
| EQUITABLE TRUST CO |
| 0.01% | 0.02% | #14 | $351,415 | 3,600 | $351,449 | 3,600 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #48 | $349,126 | 3,577 | $353,701 | 3,623 | -46-1.27% | Reduce |
| HARMONY ASSET MANAGEMENT LLC |
| 0.08% | 0.09% | #7 | $312,955 | 3,206 | $308,201 | 3,157 | +49+1.55% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #35 | $297,610 | 3,049 | $294,918 | 3,021 | +28+0.93% | Add |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #28 | $286,408 | 2,934 | $286,631 | 2,936 | -2-0.07% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #40 | $253,580 | 2,598 | $333,490 | 3,416 | -818-23.95% | Reduce |
| INDEPENDENT FINANCIAL GROUP, LLC |
| <0.01% | — | #20 | $251,554 | 2,577 | $0 | 0 | +2,577 | New Buy |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| <0.01% | <0.01% | #25 | $249,042 | 2,551 | $248,941 | 2,550 | +1+0.04% | Add |
| Kraft, Davis & Associates, LLC |
| 0.04% | 0.05% | #10 | $214,477 | 2,166 | $214,415 | 2,166 | 00.00% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| 0.01% | 0.01% | #18 | $204,858 | 2,080 | $203,225 | 2,080 | 00.00% | Unchanged |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #57 | $195,879 | 2,003 | $219,986 | 2,293 | -290-12.65% | Reduce |
| Nova Wealth Management, Inc. |
| 0.08% | 0.1% | #8 | $150,230 | 1,539 | $149,952 | 1,536 | +3+0.20% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #52 | $109,720 | 1,124 | $109,730 | 1,124 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #55 | $97,675 | 1,000 | $181,769 | 1,861 | -861-46.27% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #32 | $88,439 | 906 | $88,448 | 906 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #63 | $72,806 | 746 | $74,629 | 764 | -18-2.36% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #33 | $68,618 | 703 | $0 | 0 | +703 | New Buy |
