| Retirement Planning Group, LLC |
| 2.7% | 2.94% | #1 | $106.1M | 2.3M | $95.0M | 2.0M | +244,008+12.12% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #16 | $5.9M | 125,857 | $6.7M | 141,920 | -16,063-11.32% | Reduce |
| Carter Financial Group, INC. |
| 2.47% | 2.92% | #2 | $4.8M | 101,455 | $4.7M | 99,917 | +1,538+1.54% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #21 | $2.8M | 59,084 | $0 | 0 | +59,084 | New Buy |
| Compound Planning, Inc. |
| 0.03% | 0.04% | #7 | $1.2M | 25,757 | $1.2M | 24,840 | +917+3.69% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #18 | $939,966 | 19,982 | $899,754 | 19,064 | +918+4.82% | Add |
| Clearstead Advisors, LLC |
| 0.01% | 0.01% | #10 | $847,943 | 18,026 | $826,073 | 17,502 | +524+2.99% | Add |
| Coastal Bridge Advisors, LLC |
| 0.04% | 0.05% | #6 | $672,907 | 14,305 | $661,019 | 14,005 | +300+2.14% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #14 | $639,415 | 13,593 | $644,000 | 13,639 | -46-0.34% | Reduce |
| Berger Financial Group, Inc |
| 0.03% | 0.03% | #8 | $581,353 | 12,359 | $558,591 | 11,835 | +524+4.43% | Add |
| FSA Advisors, Inc. |
| 0.25% | 0.25% | #3 | $551,403 | 11,722 | $375,136 | 7,948 | +3,774+47.48% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #28 | $470,400 | 10,000 | $1.4M | 29,361 | -19,361-65.94% | Reduce |
| MADDEN SECURITIES Corp |
| 0.12% | 0.13% | #4 | $425,336 | 9,042 | $436,211 | 9,242 | -200-2.16% | Reduce |
| Global Retirement Partners, LLC |
| 0.01% | — | #12 | $383,693 | 8,157 | $0 | 0 | +8,157 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.01% | — | #11 | $372,650 | 7,922 | $0 | 0 | +7,922 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #17 | $363,397 | 7,725 | $567,540 | 12,024 | -4,299-35.75% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #29 | $344,568 | 7,325 | $953,085 | 20,193 | -12,868-63.73% | Reduce |
| PRIVATE TRUST CO NA |
| 0.02% | 0.02% | #9 | $296,587 | 6,305 | $203,191 | 4,305 | +2,000+46.46% | Add |
| Camarda Financial Advisors, LLC |
| 0.08% | 0.74% | #5 | $258,213 | 5,489 | $1.4M | 29,665 | -24,176-81.50% | Reduce |
| COMMERCE BANK |
| <0.01% | — | #19 | $200,296 | 4,258 | $0 | 0 | +4,258 | New Buy |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #13 | $116,236 | 2,471 | $0 | 0 | +2,471 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #24 | $81,240 | 1,728 | $0 | 0 | +1,728 | New Buy |
| Capital Analysts, LLC |
| <0.01% | <0.01% | #15 | $60,070 | 1,277 | $61,000 | 1,282 | -5-0.39% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #25 | $37,397 | 795 | $60,466 | 1,282 | -487-37.99% | Reduce |
| Parallel Advisors, LLC |
| <0.01% | — | #22 | $35,045 | 745 | $0 | 0 | +745 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #27 | $32,738 | 696 | $31,907 | 676 | +20+2.96% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | — | #26 | $16,041 | 341 | $0 | 0 | +341 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #23 | $14,912 | 317 | $14,726 | 312 | +5+1.60% | Add |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #20 | $2,588 | 55 | $2,596 | 55 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #30 | $94 | 2 | $0 | 0 | +2 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #32 | $52 | 1 | $0 | 0 | +1 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #31 | $32 | 1 | $37 | 1 | 00.00% | Unchanged |
