| Bison Wealth, LLC |
| 10.58% | 11.09% | #1 | $115.9M | 2.0M | $114.9M | 2.0M | +29,340+1.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #30 | $17.2M | 303,398 | $14.2M | 282,861 | +20,537+7.26% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #33 | $12.8M | 225,933 | $9.0M | 178,498 | +47,435+26.57% | Add |
| NEW WAVE WEALTH ADVISORS LLC |
| 2.22% | — | #2 | $8.2M | 144,200 | $0 | 0 | +144,200 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #42 | $4.9M | 87,170 | $4.3M | 88,416 | -1,246-1.41% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #37 | $4.4M | 78,400 | $3.4M | 67,093 | +11,307+16.85% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #36 | $4.1M | 72,164 | $701,719 | 13,951 | +58,213+417.27% | Add |
| Legacy Private Trust Co. |
| 0.2% | 0.27% | #9 | $3.6M | 63,645 | $4.3M | 86,193 | -22,548-26.16% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | <0.01% | #27 | $2.7M | 48,551 | $1.9M | 36,890 | +11,661+31.61% | Add |
| Johnson & White Wealth Management, LLC |
| 0.8% | 0.75% | #4 | $2.1M | 37,892 | $1.8M | 35,063 | +2,829+8.07% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 1.21% | 1.55% | #3 | $2.1M | 36,489 | $2.1M | 42,043 | -5,554-13.21% | Reduce |
| Smartleaf Asset Management LLC |
| 0.06% | 0.06% | #12 | $2.0M | 35,611 | $1.7M | 35,611 | 00.00% | Unchanged |
| Apollon Wealth Management, LLC |
| 0.02% | 0.03% | #17 | $2.0M | 35,050 | $1.7M | 34,450 | +600+1.74% | Add |
| SHELTON CAPITAL MANAGEMENT |
| 0.04% | 0.03% | #14 | $1.9M | 33,869 | $1.4M | 27,131 | +6,738+24.84% | Add |
| Equitable Holdings, Inc. |
| 0.01% | <0.01% | #23 | $1.8M | 31,300 | $707,906 | 13,304 | +17,996+135.27% | Add |
| MILESTONE ASSET MANAGEMENT, LLC |
| 0.22% | — | #8 | $1.4M | 25,133 | $0 | 0 | +25,133 | New Buy |
| CAP Partners, LLC |
| 0.43% | — | #6 | $876,205 | 15,478 | $0 | 0 | +15,478 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #45 | $859,170 | 15,177 | $0 | 0 | +15,177 | New Buy |
| Nuveen, LLC |
| <0.01% | — | #43 | $831,941 | 14,696 | $0 | 0 | +14,696 | New Buy |
| LANARK FINANCIAL, INC. |
| 0.05% | 0.05% | #13 | $784,501 | 13,858 | $625,480 | 12,435 | +1,423+11.44% | Add |
| Wealthcare Advisory Partners LLC |
| 0.01% | — | #20 | $720,050 | 12,719 | $0 | 0 | +12,719 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #22 | $718,154 | 12,686 | $746,552 | 14,842 | -2,156-14.53% | Reduce |
| Arax Advisory Partners |
| <0.01% | — | #29 | $704,795 | 12,450 | $0 | 0 | +12,450 | New Buy |
| PFG Investments, LLC |
| 0.03% | — | #16 | $697,222 | 12,316 | $0 | 0 | +12,316 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #38 | $693,473 | 12,250 | $616,175 | 12,250 | 00.00% | Unchanged |
| Luminist Capital LLC |
| 0.66% | 0.56% | #5 | $606,813 | 11,076 | $420,111 | 8,352 | +2,724+32.61% | Add |
| Oasis Advisors, LLC |
| 0.37% | — | #7 | $574,146 | 10,142 | $0 | 0 | +10,142 | New Buy |
| Waterloo Capital, L.P. |
| 0.03% | 0.03% | #15 | $571,043 | 10,087 | $392,842 | 7,810 | +2,277+29.15% | Add |
| Mariner, LLC |
| <0.01% | — | #39 | $506,999 | 8,956 | $0 | 0 | +8,956 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #40 | $425,322 | 7,512 | $383,045 | 7,614 | -102-1.34% | Reduce |
| NICOLET BANKSHARES INC |
| 0.01% | 0.01% | #21 | $414,045 | 7,314 | $362,160 | 7,200 | +114+1.58% | Add |
| RiverFront Investment Group, LLC |
| 0.01% | 0.01% | #28 | $400,063 | 7,067 | $330,823 | 6,577 | +490+7.45% | Add |
| REAP Financial Group, LLC |
| 0.07% | 0.1% | #11 | $397,642 | 7,024 | $500,833 | 9,957 | -2,933-29.46% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #35 | $384,552 | 6,793 | $362,713 | 7,211 | -418-5.80% | Reduce |
| World Investment Advisors |
| 0.01% | — | #26 | $329,724 | 5,882 | $0 | 0 | +5,882 | New Buy |
| True Link Financial Advisors, LLC |
| 0.02% | — | #19 | $266,860 | 4,714 | $0 | 0 | +4,714 | New Buy |
| QTR Family Wealth, LLC |
| 0.09% | 0.1% | #10 | $254,953 | 4,504 | $244,933 | 4,557 | -53-1.16% | Reduce |
| Atlantic Union Bankshares Corp |
| <0.01% | <0.01% | #34 | $203,793 | 3,600 | $190,293 | 3,783 | -183-4.84% | Reduce |
| StoneX Group Inc. |
| 0.01% | — | #24 | $202,777 | 3,582 | $0 | 0 | +3,582 | New Buy |
| Hilltop Holdings Inc. |
| 0.02% | — | #18 | $200,617 | 3,544 | $0 | 0 | +3,544 | New Buy |
| Beaird Harris Wealth Management, LLC |
| 0.01% | 0.01% | #25 | $125,618 | 2,219 | $111,616 | 2,219 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #47 | $97,086 | 1,715 | $81,096 | 1,550 | +165+10.65% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | — | #46 | $41,325 | 730 | $0 | 0 | +730 | New Buy |
| TSFG, LLC |
| <0.01% | — | #31 | $29,777 | 526 | $0 | 0 | +526 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #48 | $23,720 | 419 | $21,076 | 419 | 00.00% | Unchanged |
| Triumph Capital Management |
| <0.01% | — | #32 | $20,429 | 361 | $0 | 0 | +361 | New Buy |
| SALEM INVESTMENT COUNSELORS INC |
| <0.01% | — | #44 | $5,661 | 100 | $0 | 0 | +100 | New Buy |
| Silver Grove Financial Group, Inc. |
| <0.01% | — | #41 | $736 | 13 | $0 | 0 | +13 | New Buy |
