| INCOME RESEARCH & MANAGEMENT |
| 2.74% | 2.96% | #1 | $5.0M | 100,000 | $5.0M | 100,000 | 00.00% | Unchanged |
| Tanager Wealth Management LLP |
| 0.07% | 0.03% | #3 | $799,531 | 15,837 | $316,425 | 6,350 | +9,487+149.40% | Add |
| Plum Street Advisors, LLC |
| 0.18% | 0.25% | #2 | $570,481 | 11,300 | $715,370 | 14,356 | -3,056-21.29% | Reduce |
| Mayflower Financial Advisors, LLC |
| 0.04% | — | #4 | $502,578 | 9,955 | $0 | 0 | +9,955 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #11 | $351,426 | 6,961 | $282,092 | 5,661 | +1,300+22.96% | Add |
| RWA WEALTH PARTNERS, LLC |
| <0.01% | — | #8 | $333,504 | 6,606 | $0 | 0 | +6,606 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | — | #10 | $290,289 | 5,750 | $0 | 0 | +5,750 | New Buy |
| Claro Advisors Inc. |
| 0.02% | 0.03% | #5 | $236,919 | 4,693 | $209,486 | 4,204 | +489+11.63% | Add |
| NOVEM GROUP |
| 0.02% | — | #6 | $225,677 | 4,470 | $0 | 0 | +4,470 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #9 | $220,367 | 4,365 | $0 | 0 | +4,365 | New Buy |
| UBS Group AG |
| <0.01% | — | #12 | $9,996 | 198 | $0 | 0 | +198 | New Buy |
| 1620 INVESTMENT ADVISORS, INC. |
| 0.01% | <0.01% | #7 | $9,845 | 195 | $2,492 | 50 | +145+290.00% | Add |
