| LPL Financial LLC |
| <0.01% | <0.01% | #36 | $7.2M | 99,485 | $5.9M | 103,507 | -4,022-3.89% | Reduce |
| Horizon Family Wealth, Inc. |
| 2.82% | 2.55% | #1 | $6.2M | 84,996 | $4.8M | 84,834 | +162+0.19% | Add |
| Global View Capital Management LLC |
| 0.81% | — | #2 | $3.9M | 53,946 | $0 | 0 | +53,946 | New Buy |
| Twelve Points Wealth Management LLC |
| 0.72% | 0.62% | #3 | $3.6M | 49,286 | $2.8M | 49,803 | -517-1.04% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #46 | $3.3M | 45,986 | $3.1M | 57,363 | -11,377-19.83% | Reduce |
| Synergy Asset Management, LLC |
| 0.29% | — | #5 | $3.0M | 41,705 | $0 | 0 | +41,705 | New Buy |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #37 | $2.9M | 40,501 | $2.4M | 41,377 | -876-2.12% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #48 | $2.9M | 40,657 | $780,065 | 14,266 | +26,391+184.99% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #50 | $1.9M | 26,127 | $1.4M | 24,852 | +1,275+5.13% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #34 | $1.7M | 23,480 | $1.4M | 23,843 | -363-1.52% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #33 | $1.7M | 23,419 | $1.3M | 22,073 | +1,346+6.10% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #42 | $1.7M | 22,971 | $351,400 | 6,169 | +16,802+272.36% | Add |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
| 0.11% | 0.09% | #10 | $1.4M | 19,654 | $1.1M | 19,654 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #29 | $1.4M | 18,784 | $1.1M | 19,074 | -290-1.52% | Reduce |
| Berger Financial Group, Inc |
| 0.07% | 0.06% | #13 | $1.3M | 17,525 | $1.0M | 17,921 | -396-2.21% | Reduce |
| Allworth Financial LP |
| 0.01% | <0.01% | #27 | $1.2M | 16,711 | $961,919 | 16,888 | -177-1.05% | Reduce |
| Tempo Wealth, LLC |
| 0.18% | 0.17% | #8 | $1.2M | 16,603 | $973,070 | 17,083 | -480-2.81% | Reduce |
| WILLNER & HELLER, LLC |
| 0.52% | 0.48% | #4 | $824,252 | 11,339 | $646,812 | 11,355 | -16-0.14% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #51 | $733,809 | 10,094 | $592,078 | 10,395 | -301-2.90% | Reduce |
| PACIFIC SUN FINANCIAL CORP |
| 0.26% | 0.27% | #6 | $633,929 | 8,720 | $555,961 | 9,760 | -1,040-10.66% | Reduce |
| Purus Wealth Management, LLC |
| 0.17% | 0.16% | #9 | $605,410 | 8,328 | $496,266 | 8,712 | -384-4.41% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #47 | $603,132 | 8,297 | $496,501 | 8,717 | -420-4.82% | Reduce |
| FAS Wealth Partners, Inc. |
| 0.03% | 0.03% | #17 | $554,789 | 7,632 | $448,603 | 7,876 | -244-3.10% | Reduce |
| Investors Research Corp |
| 0.1% | 0.13% | #12 | $534,239 | 7,349 | $705,518 | 12,386 | -5,037-40.67% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #52 | $489,183 | 6,729 | $394,336 | 6,923 | -194-2.80% | Reduce |
| Commonwealth Financial Services, LLC |
| 0.06% | 0.06% | #14 | $450,123 | 6,192 | $352,699 | 6,192 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #39 | $437,152 | 6,014 | $337,242 | 5,921 | +93+1.57% | Add |
| American Institute for Advanced Investment Management, LLP |
| 0.22% | 0.2% | #7 | $393,711 | 5,416 | $310,491 | 5,451 | -35-0.64% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #49 | $387,960 | 5,433 | $225,246 | 4,070 | +1,363+33.49% | Add |
| Heritage Trust Co |
| 0.03% | 0.03% | #16 | $384,916 | 5,295 | $301,605 | 5,295 | 00.00% | Unchanged |
| Kaydan Wealth Management, Inc. |
| 0.1% | 0.08% | #11 | $323,126 | 4,445 | $253,189 | 4,445 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #55 | $319,000 | 4,383 | $247,000 | 4,332 | +51+1.18% | Add |
| Trilogy Capital Inc. |
| 0.01% | 0.01% | #21 | $310,550 | 4,272 | $242,765 | 4,262 | +10+0.23% | Add |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #35 | $306,697 | 4,219 | $218,064 | 4,010 | +209+5.21% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #57 | $300,808 | 4,138 | $201,240 | 3,533 | +605+17.12% | Add |
| Belpointe Asset Management LLC |
| 0.01% | 0.01% | #22 | $286,884 | 3,946 | $231,728 | 4,068 | -122-3.00% | Reduce |
| HCR Wealth Advisors |
| 0.02% | — | #18 | $235,093 | 3,234 | $0 | 0 | +3,234 | New Buy |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.01% | — | #23 | $234,077 | 3,220 | $0 | 0 | +3,220 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #30 | $227,460 | 3,129 | $192,868 | 3,386 | -257-7.59% | Reduce |
| BROWN ADVISORY INC |
| <0.01% | — | #41 | $218,083 | 3,000 | $0 | 0 | +3,000 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #40 | $214,448 | 2,950 | $168,033 | 2,950 | 00.00% | Unchanged |
| RMR Wealth Builders |
| 0.01% | — | #20 | $211,563 | 2,910 | $0 | 0 | +2,910 | New Buy |
| Focus Financial Network, Inc. |
| 0.01% | — | #25 | $211,105 | 2,904 | $0 | 0 | +2,904 | New Buy |
| Focus Partners Wealth |
| <0.01% | — | #44 | $208,490 | 2,868 | $0 | 0 | +2,868 | New Buy |
| Fiduciary Alliance LLC |
| 0.01% | — | #19 | $204,853 | 2,818 | $0 | 0 | +2,818 | New Buy |
| INDEPENDENT FINANCIAL GROUP, LLC |
| <0.01% | — | #28 | $200,762 | 2,762 | $0 | 0 | +2,762 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #59 | $197,109 | 2,711 | $86,095 | 1,511 | +1,200+79.42% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #45 | $150,477 | 2,070 | $0 | 0 | +2,070 | New Buy |
| Collier Financial |
| 0.06% | 0.05% | #15 | $81,216 | 1,117 | $63,638 | 1,117 | 00.00% | Unchanged |
| TRUST CO OF TOLEDO NA /OH/ |
| 0.01% | 0.01% | #26 | $70,877 | 975 | $55,536 | 975 | 00.00% | Unchanged |
