| STEPHENS INC /AR/ |
| 0.03% | 0.04% | #9 | $3.1M | 100,920 | $3.1M | 104,507 | -3,587-3.43% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #23 | $2.5M | 81,607 | $0 | 0 | +81,607 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| 0.03% | 0.04% | #10 | $2.4M | 80,243 | $2.4M | 80,512 | -269-0.33% | Reduce |
| Advisory Resource Group |
| 0.31% | 0.35% | #2 | $2.1M | 68,886 | $2.0M | 68,886 | 00.00% | Unchanged |
| Accel Wealth Management |
| 0.33% | 0.37% | #1 | $1.5M | 47,889 | $1.4M | 47,205 | +684+1.45% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | — | #15 | $831,836 | 27,377 | $0 | 0 | +27,377 | New Buy |
| UPTICK PARTNERS, LLC |
| 0.13% | 0.14% | #3 | $806,520 | 26,543 | $713,723 | 24,040 | +2,503+10.41% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #20 | $751,384 | 24,729 | $787,848 | 26,536 | -1,807-6.81% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #19 | $749,233 | 24,658 | $732,084 | 24,658 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #17 | $672,568 | 22,135 | $691,806 | 23,301 | -1,166-5.00% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #18 | $591,809 | 19,477 | $531,739 | 17,910 | +1,567+8.75% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #21 | $446,930 | 14,709 | $496,480 | 16,722 | -2,013-12.04% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #24 | $442,618 | 14,567 | $385,964 | 13,000 | +1,567+12.05% | Add |
| Focus Financial Network, Inc. |
| 0.01% | 0.01% | #14 | $411,593 | 13,546 | $390,970 | 13,169 | +377+2.86% | Add |
| Sequent Planning LLC |
| 0.08% | 0.49% | #5 | $395,818 | 13,027 | $2.0M | 67,904 | -54,877-80.82% | Reduce |
| QTR Family Wealth, LLC |
| 0.11% | 0.13% | #4 | $315,329 | 10,378 | $312,579 | 10,378 | 00.00% | Unchanged |
| FSB PREMIER WEALTH MANAGEMENT, INC. |
| 0.08% | 0.09% | #6 | $289,575 | 9,530 | $279,334 | 9,409 | +121+1.29% | Add |
| WORLD EQUITY GROUP, INC. |
| 0.06% | 0.08% | #7 | $272,430 | 8,966 | $306,962 | 10,339 | -1,373-13.28% | Reduce |
| Triad Wealth Partners, LLC |
| 0.01% | 0.08% | #13 | $253,570 | 8,373 | $990,131 | 33,350 | -24,977-74.89% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.01% | 0.01% | #16 | $252,712 | 8,317 | $301,853 | 10,167 | -1,850-18.20% | Reduce |
| LVZ, Inc. |
| 0.03% | 0.03% | #11 | $251,831 | 8,288 | $246,067 | 8,288 | 00.00% | Unchanged |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.02% | 0.02% | #12 | $227,918 | 7,501 | $222,701 | 7,501 | 00.00% | Unchanged |
| Keystone Wealth Services, LLC |
| 0.04% | 0.05% | #8 | $221,201 | 7,280 | $214,359 | 7,220 | +60+0.83% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #27 | $34,973 | 1,151 | $34,173 | 1,151 | 00.00% | Unchanged |
| BARCLAYS PLC |
| <0.01% | <0.01% | #28 | $30,324 | 998 | $27,017 | 910 | +88+9.67% | Add |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | <0.01% | #22 | $26,131 | 860 | $25,533 | 860 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #26 | $9,116 | 300 | $0 | 0 | +300 | New Buy |
| UBS Group AG |
| <0.01% | — | #29 | $4,254 | 140 | $0 | 0 | +140 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #25 | $3,859 | 127 | $0 | 0 | +127 | New Buy |
