| GOLDMAN SACHS GROUP INC |
| 0.01% | 0.01% | #7 | $60.1M | 1.3M | $52.3M | 1.3M | -8,149-0.61% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #12 | $7.0M | 154,898 | $6.1M | 155,234 | -336-0.22% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #14 | $3.2M | 72,324 | $2.7M | 69,731 | +2,593+3.72% | Add |
| BROWN BROTHERS HARRIMAN & CO |
| 0.01% | 0.01% | #4 | $2.1M | 46,118 | $1.8M | 46,118 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #20 | $1.6M | 35,507 | $1.5M | 37,574 | -2,067-5.50% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #11 | $1.3M | 29,128 | $1.2M | 29,871 | -743-2.49% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #9 | $1.0M | 22,902 | $945,764 | 24,209 | -1,307-5.40% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #23 | $866,387 | 19,197 | $0 | 0 | +19,197 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #15 | $736,795 | 16,225 | $0 | 0 | +16,225 | New Buy |
| CITIZENS FINANCIAL GROUP INC/RI |
| 0.01% | — | #5 | $622,362 | 13,790 | $0 | 0 | +13,790 | New Buy |
| Bleakley Financial Group, LLC |
| 0.01% | 0.01% | #6 | $573,082 | 12,698 | $496,066 | 12,698 | 00.00% | Unchanged |
| Acorn Wealth Advisors, LLC |
| 0.13% | 0.2% | #1 | $550,736 | 12,203 | $676,371 | 17,313 | -5,110-29.52% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #19 | $398,964 | 8,836 | $850,167 | 21,759 | -12,923-59.39% | Reduce |
| Bollard Group LLC |
| 0.01% | 0.01% | #3 | $387,092 | 8,577 | $335,000 | 8,577 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #22 | $311,808 | 6,909 | $274,514 | 7,027 | -118-1.68% | Reduce |
| Private Wealth Partners, LLC |
| 0.02% | 0.02% | #2 | $298,634 | 6,617 | $258,501 | 6,617 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #17 | $298,133 | 6,606 | $0 | 0 | +6,606 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #18 | $257,023 | 5,695 | $225,000 | 5,761 | -66-1.15% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #21 | $255,661 | 5,665 | $221,303 | 5,665 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #24 | $206,000 | 4,569 | $187,000 | 4,788 | -219-4.57% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #16 | $178,139 | 3,947 | $0 | 0 | +3,947 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #13 | $85,118 | 1,886 | $0 | 0 | +1,886 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #29 | $47,749 | 1,058 | $41,332 | 1,058 | 00.00% | Unchanged |
| TFC Financial Management, Inc. |
| <0.01% | <0.01% | #8 | $40,458 | 896 | $35,021 | 896 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #27 | $38,497 | 853 | $0 | 0 | +853 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #28 | $32,810 | 727 | $57,740 | 1,478 | -751-50.81% | Reduce |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #10 | $17,150 | 380 | $0 | 0 | +380 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #25 | $15,570 | 345 | $0 | 0 | +345 | New Buy |
| Russell Investments Group, Ltd. |
| <0.01% | — | #26 | $14,307 | 317 | $0 | 0 | +317 | New Buy |
