| Chicago Partners Investment Group LLC |
| 0.32% | 0.33% | #5 | $16.2M | 337,596 | $14.9M | 333,381 | +4,215+1.26% | Add |
| OxenFree Capital LLC |
| 3.83% | 3.71% | #1 | $8.4M | 168,519 | $7.6M | 173,576 | -5,057-2.91% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #14 | $6.1M | 116,788 | $4.6M | 118,439 | -1,651-1.39% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #30 | $3.7M | 70,762 | $3.0M | 77,910 | -7,148-9.17% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.06% | 0.06% | #10 | $3.7M | 69,505 | $4.0M | 101,972 | -32,467-31.84% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #22 | $3.6M | 68,069 | $2.6M | 67,648 | +421+0.62% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #26 | $2.2M | 42,138 | $1.2M | 32,418 | +9,720+29.98% | Add |
| Parallel Advisors, LLC |
| 0.03% | 0.02% | #11 | $2.0M | 37,276 | $1.3M | 33,856 | +3,420+10.10% | Add |
| WealthPlan Investment Management, LLC |
| 0.08% | 0.06% | #8 | $1.6M | 29,761 | $1.1M | 28,368 | +1,393+4.91% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #32 | $1.6M | 29,600 | $981,572 | 25,117 | +4,483+17.85% | Add |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #15 | $1.5M | 28,233 | $1.1M | 27,930 | +303+1.08% | Add |
| FINANCIAL MANAGEMENT NETWORK INC |
| 0.19% | 0.17% | #6 | $1.3M | 28,177 | $1.1M | 25,404 | +2,773+10.92% | Add |
| SECURED RETIREMENT ADVISORS, LLC |
| 0.65% | 0.75% | #2 | $1.3M | 24,059 | $1.3M | 33,934 | -9,875-29.10% | Reduce |
| Stratos Wealth Advisors, LLC |
| 0.06% | 0.05% | #9 | $1.2M | 22,280 | $862,285 | 22,064 | +216+0.98% | Add |
| Hegarty Advisors, LLC |
| 0.55% | 0.51% | #3 | $798,485 | 15,194 | $648,855 | 16,603 | -1,409-8.49% | Reduce |
| Quantinno Capital Management LP |
| <0.01% | — | #25 | $748,997 | 14,252 | $0 | 0 | +14,252 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #35 | $741,000 | 14,100 | $483,498 | 12,372 | +1,728+13.97% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #23 | $669,170 | 12,693 | $497,177 | 12,722 | -29-0.23% | Reduce |
| PARAGON CAPITAL MANAGEMENT INC |
| 0.49% | 0.44% | #4 | $661,697 | 12,591 | $519,178 | 13,285 | -694-5.22% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #29 | $654,977 | 12,456 | $476,125 | 12,171 | +285+2.34% | Add |
| GWN SECURITIES INC. |
| 0.11% | 0.09% | #7 | $648,919 | 12,348 | $480,856 | 12,304 | +44+0.36% | Add |
| Summit Financial, LLC |
| 0.01% | — | #19 | $633,254 | 12,049 | $0 | 0 | +12,049 | New Buy |
| Betterment LLC |
| <0.01% | <0.01% | #27 | $508,978 | 9,685 | $340,000 | 8,695 | +990+11.39% | Add |
| PDS Planning, Inc |
| 0.03% | 0.02% | #12 | $506,182 | 9,632 | $376,411 | 9,632 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #31 | $480,809 | 9,149 | $279,344 | 7,148 | +2,001+27.99% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #36 | $472,348 | 8,988 | $407,214 | 10,420 | -1,432-13.74% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #33 | $466,672 | 8,880 | $345,076 | 8,830 | +50+0.57% | Add |
| PFG Investments, LLC |
| 0.01% | — | #16 | $297,347 | 5,658 | $0 | 0 | +5,658 | New Buy |
| Belpointe Asset Management LLC |
| 0.01% | 0.02% | #17 | $284,034 | 5,404 | $447,932 | 11,461 | -6,057-52.85% | Reduce |
| Avantax Planning Partners, Inc. |
| 0.01% | — | #20 | $227,713 | 4,333 | $0 | 0 | +4,333 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #24 | $196,339 | 3,736 | $148,945 | 3,736 | 00.00% | Unchanged |
| Washington Trust Advisors, Inc. |
| 0.01% | 0.01% | #18 | $96,857 | 1,843 | $88,088 | 2,254 | -411-18.23% | Reduce |
| JNBA Financial Advisors |
| <0.01% | <0.01% | #21 | $54,813 | 1,043 | $40,761 | 1,043 | 00.00% | Unchanged |
| MCGUIRE CAPITAL ADVISORS INC |
| 0.02% | 0.02% | #13 | $39,415 | 750 | $29,310 | 750 | 00.00% | Unchanged |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #34 | $10,510 | 200 | $7,816 | 200 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #37 | $7,584 | 144 | $6,864 | 176 | -32-18.18% | Reduce |
| Abound Wealth Management |
| <0.01% | — | #28 | $4,205 | 80 | $0 | 0 | +80 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #38 | $53 | 1 | $55 | 1 | 00.00% | Unchanged |
