| Hood River Capital Management LLC |
| 0.03% | 0.04% | #5 | $3.5M | 833,333 | $4.2M | 833,333 | 00.00% | Unchanged |
| Inspire Investing, LLC |
| 0.03% | — | #4 | $773,133 | 186,297 | $0 | 0 | +186,297 | New Buy |
| Handelsbanken Fonder AB |
| <0.01% | <0.01% | #10 | $498,000 | 120,000 | $600,000 | 120,000 | 00.00% | Unchanged |
| Eversept Partners, LP |
| 0.02% | 0.03% | #6 | $457,152 | 110,157 | $550,785 | 110,157 | 00.00% | Unchanged |
| JNBA Financial Advisors |
| 0.03% | 0.05% | #3 | $424,508 | 102,291 | $584,685 | 116,937 | -14,646-12.52% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #17 | $212,513 | 51,208 | $777,705 | 155,541 | -104,333-67.08% | Reduce |
| AlphaCentric Advisors LLC |
| 0.18% | 0.25% | #1 | $207,500 | 50,000 | $250,000 | 50,000 | 00.00% | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC |
| <0.01% | <0.01% | #19 | $173,349 | 41,771 | $181,380 | 36,276 | +5,495+15.15% | Add |
| Forum Financial Management, LP |
| <0.01% | <0.01% | #7 | $159,647 | 38,469 | $192,345 | 38,469 | 00.00% | Unchanged |
| AlTi Global, Inc. |
| <0.01% | <0.01% | #8 | $85,303 | 20,555 | $102,775 | 20,555 | 00.00% | Unchanged |
| Mariner, LLC |
| <0.01% | <0.01% | #14 | $79,726 | 19,211 | $93,285 | 18,657 | +554+2.97% | Add |
| IFC & Insurance Marketing, Inc. |
| 0.07% | 0.09% | #2 | $77,418 | 18,655 | $83,650 | 16,730 | +1,925+11.51% | Add |
| Y-Intercept (Hong Kong) Ltd |
| <0.01% | — | #9 | $74,426 | 17,934 | $0 | 0 | +17,934 | New Buy |
| STATE STREET CORP |
| <0.01% | <0.01% | #21 | $60,266 | 14,522 | $77,930 | 15,586 | -1,064-6.83% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #16 | $56,552 | 13,627 | $68,135 | 13,627 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #22 | $12,450 | 3,000 | $19,500 | 3,000 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #15 | $8,300 | 2,000 | $10,030 | 2,068 | -68-3.29% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #18 | $4,565 | 1,100 | $5,500 | 1,100 | 00.00% | Unchanged |
| NFSG Corp |
| <0.01% | <0.01% | #11 | $3,801 | 916 | $6,580 | 1,316 | -400-30.40% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #20 | $3,528 | 850 | $0 | 0 | +850 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #23 | $1,256 | 376 | $1,846 | 376 | 00.00% | Unchanged |
| Basecamp Wealth Advisors LLC |
| <0.01% | <0.01% | #12 | $1,245 | 300 | $1,500 | 300 | 00.00% | Unchanged |
| Avion Wealth |
| <0.01% | <0.01% | #13 | $1,037 | 250 | $1,000 | 250 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #24 | $41 | 10 | $50 | 10 | 00.00% | Unchanged |
