| Integrated Wealth Concepts LLC |
| 0.03% | 0.05% | #5 | $6.8M | 163,627 | $6.0M | 184,177 | -20,550-11.16% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #9 | $3.6M | 86,726 | $2.8M | 84,456 | +2,270+2.69% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #18 | $1.7M | 40,208 | $1.2M | 36,492 | +3,716+10.18% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #13 | $1.5M | 36,760 | $1.2M | 36,052 | +708+1.96% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.06% | 0.05% | #2 | $1.2M | 29,064 | $975,625 | 29,722 | -658-2.21% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #26 | $980,844 | 23,441 | $508,000 | 15,476 | +7,965+51.47% | Add |
| Harvest Investment Services, LLC |
| 0.14% | 0.12% | #1 | $877,868 | 20,980 | $680,167 | 20,721 | +259+1.25% | Add |
| Clear Creek Financial Management, LLC |
| 0.05% | 0.04% | #3 | $823,681 | 19,685 | $499,761 | 15,225 | +4,460+29.29% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #23 | $720,789 | 17,226 | $358,186 | 10,912 | +6,314+57.86% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #14 | $605,783 | 14,477 | $347,245 | 10,579 | +3,898+36.85% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #27 | $578,606 | 13,828 | $0 | 0 | +13,828 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #25 | $560,990 | 13,407 | $431,466 | 13,144 | +263+2.00% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.01% | <0.01% | #8 | $509,440 | 12,175 | $327,331 | 9,972 | +2,203+22.09% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #16 | $447,428 | 10,693 | $355,856 | 10,841 | -148-1.37% | Reduce |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #7 | $412,907 | 9,868 | $322,276 | 9,818 | +50+0.51% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| <0.01% | <0.01% | #11 | $349,947 | 8,363 | $264,665 | 8,063 | +300+3.72% | Add |
| Concurrent Investment Advisors, LLC |
| <0.01% | — | #15 | $244,953 | 5,854 | $0 | 0 | +5,854 | New Buy |
| Cetera Investment Advisers |
| <0.01% | — | #22 | $216,461 | 5,173 | $0 | 0 | +5,173 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #10 | $204,681 | 4,892 | $166,251 | 5,064 | -172-3.40% | Reduce |
| HAZLETT, BURT & WATSON, INC. |
| 0.05% | 0.04% | #4 | $175,741 | 4,200 | $138,000 | 4,200 | 00.00% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | 0.01% | #12 | $117,459 | 2,866 | $94,853 | 2,866 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| 0.01% | 0.01% | #6 | $79,502 | 1,900 | $62,368 | 1,900 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #19 | $76,694 | 1,833 | $60,160 | 1,832 | +1+0.05% | Add |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #20 | $44,270 | 1,058 | $34,729 | 1,058 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #24 | $30,545 | 730 | $23,962 | 730 | 00.00% | Unchanged |
| Colonial Trust Advisors |
| <0.01% | — | #17 | $23,516 | 562 | $0 | 0 | +562 | New Buy |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | <0.01% | #21 | $10,879 | 260 | $8,535 | 260 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #29 | $6,276 | 150 | $0 | 0 | +150 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #28 | $5,230 | 125 | $0 | 0 | +125 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #30 | $42 | 1 | $37 | 1 | 00.00% | Unchanged |
