| Holos Integrated Wealth LLC |
| 3.71% | 3.42% | #1 | $7.9M | 106,344 | $6.8M | 90,558 | +15,786+17.43% | Add |
| SAGE RHINO CAPITAL LLC |
| 0.65% | 0.3% | #3 | $4.0M | 53,267 | $1.6M | 21,479 | +31,788+148.00% | Add |
| EVOLVE PRIVATE WEALTH, LLC |
| 0.2% | 0.17% | #12 | $3.2M | 42,922 | $3.2M | 42,585 | +337+0.79% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #32 | $2.8M | 36,877 | $3.1M | 41,466 | -4,589-11.07% | Reduce |
| Buska Wealth Management, LLC |
| 0.91% | 0.88% | #2 | $2.5M | 33,874 | $2.2M | 29,424 | +4,450+15.12% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #20 | $2.3M | 30,775 | $1.3M | 17,875 | +12,900+72.17% | Add |
| Sigma Planning Corp |
| 0.05% | — | #16 | $2.0M | 26,553 | $0 | 0 | +26,553 | New Buy |
| Worth Asset Management, LLC |
| 0.56% | — | #5 | $1.8M | 23,503 | $0 | 0 | +23,503 | New Buy |
| Maridea Wealth Management LLC |
| 0.11% | — | #15 | $1.0M | 13,905 | $0 | 0 | +13,905 | New Buy |
| Collaborative Fund Advisors, LLC |
| 0.6% | — | #4 | $1.0M | 13,772 | $0 | 0 | +13,772 | New Buy |
| J. M. Brown & Associates Inc. |
| 0.55% | — | #6 | $956,347 | 12,776 | $0 | 0 | +12,776 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #36 | $944,670 | 12,620 | $0 | 0 | +12,620 | New Buy |
| Independence Asset Advisors, LLC |
| 0.24% | 0.14% | #10 | $935,550 | 12,498 | $374,357 | 5,031 | +7,467+148.42% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #25 | $844,514 | 11,282 | $791,000 | 10,636 | +646+6.07% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #33 | $770,770 | 10,297 | $744,311 | 10,003 | +294+2.94% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #26 | $731,397 | 9,771 | $436,394 | 5,865 | +3,906+66.60% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #28 | $706,600 | 9,440 | $489,620 | 6,580 | +2,860+43.47% | Add |
| NewEdge Advisors, LLC |
| <0.01% | — | #24 | $670,252 | 8,954 | $0 | 0 | +8,954 | New Buy |
| MELFA WEALTH MANAGEMENT, INC. |
| 0.34% | 0.36% | #8 | $623,168 | 8,325 | $619,463 | 8,325 | 00.00% | Unchanged |
| Nicholas Wealth, LLC. |
| 0.32% | 0.28% | #9 | $592,883 | 7,920 | $402,205 | 5,405 | +2,515+46.53% | Add |
| Calder Financial LLC |
| 0.46% | — | #7 | $484,279 | 6,470 | $0 | 0 | +6,470 | New Buy |
| Mustard Seed Financial, LLC |
| 0.22% | — | #11 | $415,446 | 5,550 | $0 | 0 | +5,550 | New Buy |
| CHOREO, LLC |
| <0.01% | — | #19 | $350,022 | 4,676 | $0 | 0 | +4,676 | New Buy |
| Thayer Partners, LLC / MA |
| 0.13% | — | #14 | $322,412 | 4,307 | $0 | 0 | +4,307 | New Buy |
| JOHNSON INVESTMENT COUNSEL INC |
| <0.01% | — | #21 | $314,391 | 4,200 | $0 | 0 | +4,200 | New Buy |
| HRT FINANCIAL LP |
| <0.01% | <0.01% | #30 | $263,340 | 3,518 | $521,000 | 7,007 | -3,489-49.79% | Reduce |
| SpringVest Wealth Management LLC |
| 0.14% | — | #13 | $218,845 | 2,924 | $0 | 0 | +2,924 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #23 | $153,734 | 2,054 | $152,035 | 2,043 | +11+0.54% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #34 | $131,867 | 1,762 | $0 | 0 | +1,762 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #37 | $65,000 | 870 | $64,000 | 870 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #31 | $52,399 | 700 | $51,968 | 700 | 00.00% | Unchanged |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #27 | $37,428 | 500 | $37,205 | 500 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #35 | $30,835 | 412 | $0 | 0 | +412 | New Buy |
| Ancora Advisors LLC |
| <0.01% | — | #29 | $25,002 | 334 | $0 | 0 | +334 | New Buy |
| CVA Family Office, LLC |
| <0.01% | — | #22 | $25,002 | 334 | $0 | 0 | +334 | New Buy |
| UBS Group AG |
| <0.01% | — | #38 | $18,714 | 250 | $0 | 0 | +250 | New Buy |
| VSM Wealth Advisory, LLC |
| <0.01% | <0.01% | #18 | $15,263 | 204 | $14,941 | 201 | +3+1.49% | Add |
| Ankerstar Wealth, LLC |
| <0.01% | 0.01% | #17 | $5,240 | 70 | $5,209 | 70 | 00.00% | Unchanged |
