| eCIO, Inc. |
| 22.53% | — | #1 | $80.2M | 4.2M | $0 | 0 | +4.2M | New Buy |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
| 2.4% | 3.45% | #3 | $10.7M | 552,344 | $9.4M | 561,266 | -8,922-1.59% | Reduce |
| Vermillion Wealth Management, Inc. |
| 1.09% | — | #4 | $4.7M | 241,493 | $0 | 0 | +241,493 | New Buy |
| Ethos Financial Group, LLC |
| 0.21% | 0.2% | #7 | $3.1M | 164,351 | $2.7M | 162,843 | +1,508+0.93% | Add |
| NORTH STAR ASSET MANAGEMENT INC |
| 0.12% | 0.07% | #8 | $3.0M | 154,703 | $1.2M | 71,530 | +83,173+116.28% | Add |
| Mosaic Advisors LLC |
| 3.97% | — | #2 | $3.0M | 154,500 | $0 | 0 | +154,500 | New Buy |
| Coston, McIsaac & Partners |
| 0.6% | 0.47% | #5 | $2.9M | 150,286 | $2.0M | 119,187 | +31,099+26.09% | Add |
| Wealthspire Advisors, LLC |
| 0.01% | — | #20 | $2.3M | 121,138 | $0 | 0 | +121,138 | New Buy |
| CARRET ASSET MANAGEMENT, LLC |
| 0.08% | 0.09% | #9 | $943,343 | 48,827 | $821,684 | 48,997 | -170-0.35% | Reduce |
| STALEY CAPITAL ADVISERS INC |
| 0.04% | 0.04% | #15 | $925,916 | 47,925 | $803,706 | 47,925 | 00.00% | Unchanged |
| EDGAR LOMAX CO/VA |
| 0.06% | 0.05% | #10 | $803,651 | 41,597 | $697,579 | 41,597 | 00.00% | Unchanged |
| Williams Jones Wealth Management, LLC. |
| 0.01% | 0.01% | #22 | $768,156 | 39,760 | $707,306 | 42,177 | -2,417-5.73% | Reduce |
| FULTON BANK, N.A. |
| 0.04% | 0.01% | #14 | $685,532 | 35,483 | $595,062 | 35,483 | 00.00% | Unchanged |
| Fortune Financial Group, Inc. |
| 0.51% | 0.51% | #6 | $656,696 | 33,990 | $570,021 | 33,990 | 00.00% | Unchanged |
| MOODY LYNN LIEBERSON & WALKER, LLC |
| 0.03% | 0.03% | #17 | $543,476 | 28,130 | $471,744 | 28,130 | 00.00% | Unchanged |
| Jackson Wealth Management, LLC |
| 0.05% | 0.05% | #11 | $514,000 | 30,652 | $514,000 | 30,652 | 00.00% | Unchanged |
| ROWLANDMILLER & PARTNERS.ADV |
| 0.05% | 0.05% | #12 | $286,101 | 14,808 | $243,784 | 14,536 | +272+1.87% | Add |
| Estabrook Capital Management |
| 0.04% | 0.04% | #13 | $281,338 | 14,562 | $244,205 | 14,562 | 00.00% | Unchanged |
| Westside Investment Management, Inc. |
| 0.02% | 0.02% | #18 | $159,877 | 8,274 | $140,017 | 8,274 | 00.00% | Unchanged |
| Financial Gravity Companies, Inc. |
| 0.01% | — | #21 | $58,709 | 3,039 | $0 | 0 | +3,039 | New Buy |
| NBT BANK, N.A. |
| <0.01% | — | #23 | $41,591 | 2,153 | $0 | 0 | +2,153 | New Buy |
| Game Plan Financial Advisors, LLC |
| 0.01% | 0.02% | #19 | $39,503 | 2,045 | $34,289 | 2,045 | 00.00% | Unchanged |
| Luminist Capital LLC |
| 0.03% | — | #16 | $29,575 | 1,531 | $0 | 0 | +1,531 | New Buy |
| DB Fitzpatrick & Co, Inc |
| <0.01% | — | #24 | $3,213 | 166 | $0 | 0 | +166 | New Buy |
