| VestGen Advisors, LLC |
| 0.45% | 0.38% | #2 | $15.5M | 442,067 | $14.4M | 447,103 | -5,036-1.13% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #15 | $14.5M | 413,388 | $10.4M | 372,575 | +40,813+10.95% | Add |
| CITIGROUP INC |
| <0.01% | — | #14 | $11.8M | 336,000 | $0 | 0 | +336,000 | New Buy |
| Crescent Grove Advisors, LLC |
| 0.98% | 0.4% | #1 | $11.8M | 335,588 | $4.1M | 148,062 | +187,526+126.65% | Add |
| &PARTNERS |
| 0.04% | 0.03% | #11 | $9.9M | 281,975 | $6.4M | 228,146 | +53,829+23.59% | Add |
| Kingsview Wealth Management, LLC |
| 0.14% | 0.1% | #8 | $7.7M | 275,406 | $7.7M | 275,406 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #16 | $7.3M | 208,361 | $0 | 0 | +208,361 | New Buy |
| Snowden Capital Advisors LLC |
| 0.15% | 0.14% | #7 | $6.3M | 180,585 | $5.1M | 183,881 | -3,296-1.79% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #21 | $4.8M | 136,401 | $0 | 0 | +136,401 | New Buy |
| CENTAURUS FINANCIAL, INC. |
| 0.16% | 0.16% | #6 | $4.2M | 119,572 | $3.3M | 117,445 | +2,127+1.81% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #13 | $3.8M | 108,725 | $236,200 | 8,463 | +100,262+1,184.71% | Add |
| Embree Financial Group |
| 0.36% | 0.26% | #3 | $3.5M | 101,143 | $2.2M | 80,490 | +20,653+25.66% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #17 | $1.6M | 46,358 | $1.4M | 49,661 | -3,303-6.65% | Reduce |
| Atlas Wealth LLC |
| 0.22% | — | #5 | $1.5M | 43,884 | $0 | 0 | +43,884 | New Buy |
| Meridian Wealth Management, LLC |
| 0.05% | 0.04% | #10 | $1.5M | 43,882 | $1.0M | 35,998 | +7,884+21.90% | Add |
| Allspring Global Investments Holdings, LLC |
| <0.01% | — | #20 | $1.0M | 28,570 | $0 | 0 | +28,570 | New Buy |
| QTR Family Wealth, LLC |
| 0.32% | 0.33% | #4 | $915,188 | 26,081 | $781,643 | 25,678 | +403+1.57% | Add |
| HighPoint Advisor Group LLC |
| 0.02% | — | #12 | $586,004 | 16,700 | $0 | 0 | +16,700 | New Buy |
| Sanctuary Advisors, LLC |
| <0.01% | — | #18 | $409,905 | 11,682 | $0 | 0 | +11,682 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #24 | $342,268 | 9,754 | $228,583 | 8,190 | +1,564+19.10% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #19 | $331,390 | 9,444 | $1,061 | 38 | +9,406+24,752.63% | Add |
| COFG Advisors, LLC |
| 0.05% | 0.06% | #9 | $311,108 | 8,866 | $247,450 | 8,866 | 00.00% | Unchanged |
| Quantinno Capital Management LP |
| <0.01% | — | #23 | $245,630 | 7,000 | $0 | 0 | +7,000 | New Buy |
| Arax Advisory Partners |
| <0.01% | — | #22 | $135,096 | 3,850 | $0 | 0 | +3,850 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #26 | $61,635 | 1,783 | $0 | 0 | +1,783 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #25 | $7,193 | 205 | $5,722 | 205 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #27 | $6,141 | 175 | $0 | 0 | +175 | New Buy |
