| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #18 | $7.1M | 201,867 | $7.6M | 204,519 | -2,652-1.30% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #14 | $6.7M | 189,685 | $6.8M | 180,874 | +8,811+4.87% | Add |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
| 3.79% | 4.7% | #1 | $4.9M | 138,792 | $5.3M | 141,604 | -2,812-1.99% | Reduce |
| Blue Chip Partners, LLC |
| 0.28% | — | #5 | $4.4M | 123,425 | $0 | 0 | +123,425 | New Buy |
| NewEdge Advisors, LLC |
| 0.01% | 0.02% | #12 | $2.5M | 72,071 | $6.4M | 170,196 | -98,125-57.65% | Reduce |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #9 | $2.1M | 59,614 | $2.2M | 59,670 | -56-0.09% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #33 | $2.1M | 58,140 | $3.0M | 78,925 | -20,785-26.34% | Reduce |
| Paller Financial Services Inc |
| 1.5% | 2.06% | #2 | $2.0M | 56,762 | $2.5M | 66,624 | -9,862-14.80% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #25 | $1.8M | 51,622 | $1.9M | 51,622 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #31 | $1.3M | 37,919 | $1.4M | 38,172 | -253-0.66% | Reduce |
| Yoder Wealth Management, Inc. |
| 0.49% | 0.56% | #3 | $1.3M | 35,558 | $1.2M | 33,062 | +2,496+7.55% | Add |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | — | #26 | $1.1M | 30,000 | $0 | 0 | +30,000 | New Buy |
| PARK AVENUE SECURITIES LLC |
| 0.01% | <0.01% | #13 | $1.0M | 29,694 | $320,000 | 8,559 | +21,135+246.93% | Add |
| GRIMES & Co WEALTH MANAGEMENT, LLC |
| 0.02% | 0.03% | #8 | $926,639 | 26,250 | $1.0M | 27,109 | -859-3.17% | Reduce |
| Walker Asset Management, LLC |
| 0.45% | 0.48% | #4 | $882,500 | 25,000 | $890,619 | 23,812 | +1,188+4.99% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #36 | $840,740 | 23,817 | $860,622 | 23,010 | +807+3.51% | Add |
| Legacy Private Trust Co. |
| 0.05% | 0.06% | #6 | $834,174 | 23,631 | $899,483 | 24,049 | -418-1.74% | Reduce |
| PGIM Custom Harvest LLC |
| 0.01% | 0.02% | #11 | $811,688 | 22,994 | $1.0M | 27,215 | -4,221-15.51% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #37 | $798,874 | 22,631 | $664,374 | 17,763 | +4,868+27.41% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #16 | $745,968 | 21,132 | $802,381 | 21,453 | -321-1.50% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #34 | $569,136 | 16,123 | $854,123 | 22,836 | -6,713-29.40% | Reduce |
| Hills Bank & Trust Co |
| 0.02% | 0.02% | #7 | $492,188 | 13,943 | $508,893 | 13,606 | +337+2.48% | Add |
| Gladstone Institutional Advisory LLC |
| 0.02% | — | #10 | $491,067 | 13,911 | $0 | 0 | +13,911 | New Buy |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #24 | $479,198 | 13,575 | $357,527 | 9,559 | +4,016+42.01% | Add |
| Lido Advisors, LLC |
| <0.01% | <0.01% | #22 | $300,827 | 8,522 | $256,915 | 6,869 | +1,653+24.06% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| <0.01% | 0.01% | #15 | $300,007 | 8,499 | $317,581 | 8,491 | +8+0.09% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #21 | $279,953 | 7,931 | $303,286 | 8,109 | -178-2.20% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #38 | $269,000 | 7,620 | $1.5M | 41,238 | -33,618-81.52% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | — | #27 | $265,209 | 7,513 | $0 | 0 | +7,513 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #29 | $211,620 | 5,995 | $224,230 | 5,995 | 00.00% | Unchanged |
| Arax Advisory Partners |
| <0.01% | — | #20 | $210,247 | 5,956 | $0 | 0 | +5,956 | New Buy |
| CX Institutional |
| <0.01% | 0.02% | #19 | $52,703 | 1,493 | $569,000 | 15,218 | -13,725-90.19% | Reduce |
| ROTHSCHILD INVESTMENT LLC |
| <0.01% | <0.01% | #23 | $21,180 | 600 | $22,441 | 600 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #41 | $17,084 | 484 | $19,402 | 519 | -35-6.74% | Reduce |
| Banque Transatlantique SA |
| <0.01% | <0.01% | #28 | $14,544 | 412 | $15,410 | 412 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #30 | $14,104 | 400 | $16,245 | 434 | -34-7.83% | Reduce |
| Raleigh Capital Management Inc. |
| <0.01% | 0.02% | #17 | $10,617 | 301 | $57,076 | 1,526 | -1,225-80.28% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #39 | $5,859 | 166 | $4,450 | 119 | +47+39.50% | Add |
| MCF Advisors LLC |
| <0.01% | <0.01% | #32 | $3,919 | 111 | $4,152 | 111 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #43 | $1,143 | 32 | $1,180 | 32 | 00.00% | Unchanged |
| SIMPLEX TRADING, LLC |
| <0.01% | <0.01% | #42 | $847 | 24 | $598 | 16 | +8+50.00% | Add |
| ASSETMARK, INC |
| <0.01% | <0.01% | #40 | $777 | 22 | $823 | 22 | 00.00% | Unchanged |
| Financial Gravity Companies, Inc. |
| <0.01% | — | #35 | $565 | 16 | $0 | 0 | +16 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #44 | $35 | 1 | $198,781 | 4,820 | -4,819-99.98% | Reduce |
