| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.09% | 0.09% | #4 | $56.8M | 2.3M | $53.7M | 2.1M | +133,363+6.28% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #8 | $10.7M | 425,551 | $796,202 | 31,475 | +394,076+1,252.03% | Add |
| &PARTNERS |
| 0.03% | 0.04% | #6 | $7.9M | 314,141 | $7.5M | 297,543 | +16,598+5.58% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #9 | $7.8M | 308,952 | $7.4M | 291,515 | +17,437+5.98% | Add |
| Park Edge Advisors, LLC |
| 1.24% | 1.33% | #2 | $5.9M | 233,609 | $5.8M | 227,549 | +6,060+2.66% | Add |
| Lionsbridge Wealth Management LLC |
| 2.01% | 2.17% | #1 | $2.1M | 81,542 | $2.2M | 85,387 | -3,845-4.50% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #7 | $1.5M | 60,488 | $1.8M | 72,855 | -12,367-16.97% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #10 | $1.1M | 45,228 | $1.1M | 45,072 | +156+0.35% | Add |
| Hilltop National Bank |
| 0.12% | 0.14% | #3 | $581,013 | 23,103 | $584,430 | 23,103 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #11 | $340,288 | 13,531 | $342,290 | 13,531 | 00.00% | Unchanged |
| ForthRight Wealth Management, LLC |
| 0.08% | — | #5 | $330,506 | 13,142 | $0 | 0 | +13,142 | New Buy |
