| Private Advisor Group, LLC |
| 0.11% | 0.05% | #5 | $24.9M | 850,926 | $11.2M | 409,120 | +441,806+107.99% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #14 | $21.8M | 743,888 | $14.1M | 513,587 | +230,301+44.84% | Add |
| Ball & Co Wealth Management Inc. |
| 7.77% | 8.58% | #1 | $11.0M | 373,902 | $10.3M | 373,902 | 00.00% | Unchanged |
| Brookwood Investment Group LLC |
| 0.76% | 0.88% | #3 | $6.7M | 229,417 | $7.1M | 259,126 | -29,709-11.47% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #15 | $6.3M | 214,730 | $6.2M | 227,191 | -12,461-5.48% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #13 | $6.2M | 210,196 | $6.0M | 217,557 | -7,361-3.38% | Reduce |
| Sound Financial Strategies Group, LLC |
| 2.06% | 2.08% | #2 | $3.3M | 110,977 | $3.0M | 110,977 | 00.00% | Unchanged |
| Stratos Wealth Advisors, LLC |
| 0.07% | 0.07% | #6 | $1.3M | 43,463 | $1.1M | 41,315 | +2,148+5.20% | Add |
| Summit Financial, LLC |
| 0.01% | 0.01% | #12 | $752,092 | 25,672 | $576,451 | 21,023 | +4,649+22.11% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #21 | $568,200 | 19,395 | $358,462 | 13,073 | +6,322+48.36% | Add |
| Reyes Financial Architecture, Inc. |
| 0.31% | — | #4 | $554,548 | 18,929 | $0 | 0 | +18,929 | New Buy |
| PRIVATE TRUST CO NA |
| 0.04% | 0.03% | #8 | $440,000 | 15,019 | $381,522 | 13,914 | +1,105+7.94% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #17 | $392,619 | 13,402 | $422,973 | 15,426 | -2,024-13.12% | Reduce |
| Belpointe Asset Management LLC |
| 0.01% | — | #11 | $378,214 | 12,910 | $0 | 0 | +12,910 | New Buy |
| Centric Wealth Management |
| 0.05% | 0.06% | #7 | $303,493 | 10,692 | $303,493 | 10,692 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #19 | $275,091 | 9,390 | $224,570 | 8,190 | +1,200+14.65% | Add |
| Ascentis Independent Advisors |
| 0.03% | 0.04% | #9 | $253,279 | 9,237 | $468,306 | 17,079 | -7,842-45.92% | Reduce |
| &PARTNERS |
| <0.01% | — | #16 | $212,895 | 7,267 | $0 | 0 | +7,267 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #20 | $131,850 | 4,500 | $123,390 | 4,500 | 00.00% | Unchanged |
| Realta Investment Advisors |
| 0.02% | — | #10 | $49,804 | 1,700 | $0 | 0 | +1,700 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #18 | $967 | 33 | $905 | 33 | 00.00% | Unchanged |
