| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.63% | 0.68% | #1 | $60.9M | 2.2M | $54.6M | 2.4M | -138,975-5.91% | Reduce |
| GeoWealth Management, LLC |
| 0.12% | 0.12% | #4 | $3.9M | 142,393 | $3.3M | 143,454 | -1,061-0.74% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.14% | 0.12% | #3 | $2.7M | 98,097 | $1.8M | 75,406 | +22,691+30.09% | Add |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #8 | $970,228 | 35,216 | $136,296 | 5,866 | +29,350+500.34% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #12 | $905,798 | 32,877 | $525,899 | 22,634 | +10,243+45.25% | Add |
| Aegis Wealth Management, Inc. |
| 0.53% | 0.56% | #2 | $825,416 | 29,959 | $713,323 | 30,700 | -741-2.41% | Reduce |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #7 | $448,504 | 16,279 | $375,337 | 16,154 | +125+0.77% | Add |
| Triad Wealth Partners, LLC |
| 0.02% | 0.03% | #5 | $401,350 | 15,051 | $362,145 | 15,586 | -535-3.43% | Reduce |
| ASSETMARK, INC |
| <0.01% | <0.01% | #10 | $155,520 | 5,645 | $131,138 | 5,644 | +1+0.02% | Add |
| Continuum Advisory, LLC |
| 0.01% | — | #6 | $139,133 | 5,050 | $0 | 0 | +5,050 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #11 | $64,079 | 2,326 | $54,030 | 2,326 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #9 | $58,105 | 2,109 | $49,002 | 2,108 | +1+0.05% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | — | #14 | $47,554 | 1,745 | $0 | 0 | +1,745 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #13 | $6,392 | 232 | $5,390 | 232 | 00.00% | Unchanged |
| Beacon Capital Management, Inc. |
| <0.01% | <0.01% | #15 | $20 | 1 | $17 | 1 | 00.00% | Unchanged |