| Sound Financial Strategies Group, LLC |
| 9.67% | — | #1 | $15.2M | 584,134 | $0 | 0 | +584,134 | New Buy |
| Atria Investments, Inc |
| 0.04% | 0.04% | #5 | $3.7M | 140,804 | $3.4M | 135,607 | +5,197+3.83% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #6 | $1.5M | 58,617 | $1.4M | 58,292 | +325+0.56% | Add |
| KINTRA WEALTH, LLC |
| 0.04% | — | #3 | $755,914 | 28,967 | $0 | 0 | +28,967 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #7 | $415,846 | 15,948 | $320,331 | 12,917 | +3,031+23.47% | Add |
| Ascentis Independent Advisors |
| 0.04% | 0.02% | #2 | $317,975 | 12,822 | $320,330 | 12,917 | -95-0.74% | Reduce |
| Ascentis Wealth Management, LLC |
| 0.04% | 1.18% | #4 | $120,201 | 4,847 | $6.0M | 240,768 | -235,921-97.99% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #10 | $42,033 | 1,612 | $26,882 | 1,084 | +528+48.71% | Add |
| ASSETMARK, INC |
| <0.01% | — | #8 | $27,640 | 1,060 | $0 | 0 | +1,060 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #9 | $2,138 | 82 | $2,034 | 82 | 00.00% | Unchanged |
