| Joseph Group Capital Management |
| 3% | 3.47% | #2 | $14.3M | 207,600 | $13.9M | 209,165 | -1,565-0.75% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #17 | $9.5M | 138,300 | $8.2M | 123,927 | +14,373+11.60% | Add |
| Stonebridge Wealth Management, LLC |
| 5.66% | 5.79% | #1 | $6.3M | 92,101 | $6.0M | 91,036 | +1,065+1.17% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #22 | $5.0M | 72,968 | $4.9M | 74,290 | -1,322-1.78% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #32 | $4.7M | 68,090 | $4.5M | 75,096 | -7,006-9.33% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #27 | $4.1M | 59,415 | $4.1M | 61,619 | -2,204-3.58% | Reduce |
| Hudock, Inc. |
| 0.47% | 0.52% | #3 | $3.7M | 53,588 | $3.5M | 53,514 | +74+0.14% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #31 | $3.3M | 48,443 | $3.3M | 49,781 | -1,338-2.69% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #35 | $2.6M | 38,200 | $2.4M | 36,919 | +1,281+3.47% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #30 | $2.2M | 32,695 | $2.2M | 33,146 | -451-1.36% | Reduce |
| Asset Dedication, LLC |
| 0.14% | 0.15% | #6 | $2.2M | 31,784 | $2.1M | 31,784 | 00.00% | Unchanged |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #29 | $1.9M | 27,187 | $2.5M | 37,144 | -9,957-26.81% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #21 | $1.7M | 25,415 | $1.7M | 26,305 | -890-3.38% | Reduce |
| WADDELL & ASSOCIATES, LLC |
| 0.07% | — | #8 | $1.4M | 20,468 | $0 | 0 | +20,468 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #16 | $1.4M | 20,134 | $1.6M | 24,382 | -4,248-17.42% | Reduce |
| Global Retirement Partners, LLC |
| 0.01% | — | #11 | $784,054 | 11,414 | $0 | 0 | +11,414 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #18 | $643,323 | 9,365 | $570,348 | 8,599 | +766+8.91% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #38 | $607,743 | 8,847 | $590,808 | 8,907 | -60-0.67% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #34 | $484,202 | 7,013 | $424,529 | 6,518 | +495+7.59% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.01% | — | #12 | $400,339 | 5,828 | $0 | 0 | +5,828 | New Buy |
| Vertex Planning Partners, LLC |
| 0.05% | 0.06% | #9 | $364,094 | 5,300 | $333,925 | 5,034 | +266+5.28% | Add |
| E-Wealth Partners, LLC |
| 0.26% | 0.27% | #5 | $353,933 | 5,152 | $337,374 | 5,086 | +66+1.30% | Add |
| Viaable, LLC |
| 0.29% | — | #4 | $352,136 | 5,143 | $0 | 0 | +5,143 | New Buy |
| &PARTNERS |
| <0.01% | <0.01% | #23 | $327,510 | 4,768 | $312,756 | 4,715 | +53+1.12% | Add |
| HUNTINGTON NATIONAL BANK |
| <0.01% | <0.01% | #24 | $272,639 | 3,969 | $259,879 | 3,918 | +51+1.30% | Add |
| SBI Securities Co., Ltd. |
| 0.01% | 0.01% | #14 | $260,069 | 3,786 | $229,963 | 3,467 | +319+9.20% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #19 | $242,029 | 3,523 | $167,349 | 2,515 | +1,008+40.08% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #25 | $240,571 | 3,502 | $237,395 | 3,579 | -77-2.15% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #28 | $238,954 | 3,478 | $243,800 | 3,675 | -197-5.36% | Reduce |
| WESTCO ADVISORY SERVICES INC /ADV |
| 0.14% | 0.12% | #7 | $225,998 | 3,290 | $202,634 | 3,290 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #42 | $222,907 | 3,245 | $688,961 | 10,387 | -7,142-68.76% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #39 | $198,000 | 2,883 | $196,000 | 2,950 | -67-2.27% | Reduce |
| BlackRock, Inc. |
| <0.01% | <0.01% | #44 | $187,187 | 2,725 | $180,747 | 2,725 | 00.00% | Unchanged |
| Key FInancial Inc |
| 0.03% | 0.03% | #10 | $167,128 | 2,433 | $161,379 | 2,433 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #37 | $123,365 | 1,796 | $112,493 | 1,696 | +100+5.90% | Add |
| Parallel Advisors, LLC |
| <0.01% | <0.01% | #20 | $113,487 | 1,652 | $109,199 | 1,646 | +6+0.36% | Add |
| Clearstead Advisors, LLC |
| <0.01% | <0.01% | #26 | $97,116 | 1,414 | $92,827 | 1,399 | +15+1.07% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #36 | $89,437 | 1,302 | $89,942 | 1,356 | -54-3.98% | Reduce |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #40 | $82,431 | 1,200 | $79,595 | 1,200 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #43 | $77,016 | 1,121 | $75,829 | 1,143 | -22-1.92% | Reduce |
| Institute for Wealth Management, LLC. |
| <0.01% | — | #15 | $41,285 | 601 | $0 | 0 | +601 | New Buy |
| Godfrey Financial Associates, Inc. |
| 0.01% | 0.01% | #13 | $10,684 | 156 | $10,184 | 154 | +2+1.30% | Add |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #33 | $9,754 | 142 | $0 | 0 | +142 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #41 | $5,495 | 80 | $5,306 | 80 | 00.00% | Unchanged |
