| NATURAL INVESTMENTS, LLC |
| 0.25% | 0.27% | #1 | $1.1M | 32,048 | $1.1M | 29,819 | +2,229+7.48% | Add |
| CULLEN/FROST BANKERS, INC. |
| 0.01% | 0.01% | #3 | $962,125 | 27,019 | $655,930 | 17,773 | +9,246+52.02% | Add |
| Focus Partners Wealth |
| <0.01% | <0.01% | #7 | $899,134 | 25,250 | $1.2M | 33,803 | -8,553-25.30% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #15 | $609,879 | 17,127 | $1.1M | 29,818 | -12,691-42.56% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | 0.01% | #4 | $413,067 | 11,600 | $428,110 | 11,600 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | — | #16 | $367,558 | 10,322 | $0 | 0 | +10,322 | New Buy |
| Pathstone Holdings, LLC |
| <0.01% | <0.01% | #8 | $245,169 | 6,885 | $254,098 | 6,885 | 00.00% | Unchanged |
| Kingsview Wealth Management, LLC |
| <0.01% | <0.01% | #5 | $204,902 | 5,552 | $204,902 | 5,552 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #9 | $69,216 | 1,944 | $0 | 0 | +1,944 | New Buy |
| Meramec Financial Planners, LLC |
| 0.02% | 0.03% | #2 | $62,511 | 1,797 | $67,946 | 1,786 | +11+0.62% | Add |
| ASSETMARK, INC |
| <0.01% | <0.01% | #11 | $60,856 | 1,709 | $63,072 | 1,709 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #13 | $55,485 | 1,558 | $10,415 | 282 | +1,276+452.48% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #21 | $36,000 | 1,013 | $38,000 | 1,013 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #22 | $24,748 | 695 | $0 | 0 | +695 | New Buy |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #19 | $22,541 | 633 | $23,361 | 633 | 00.00% | Unchanged |
| Lodestone Wealth Management LLC |
| <0.01% | <0.01% | #6 | $10,151 | 285 | $10,520 | 285 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #14 | $7,809 | 219 | $29,130 | 785 | -566-72.10% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #18 | $5,911 | 166 | $6,126 | 166 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #20 | $5,199 | 146 | $0 | 0 | +146 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #23 | $2,350 | 66 | $2,134 | 67 | -1-1.49% | Reduce |
| Capital Investment Advisory Services, LLC |
| <0.01% | — | #10 | $2,350 | 66 | $0 | 0 | +66 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #24 | $1,628 | 46 | $611 | 17 | +29+170.59% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #12 | $1,602 | 45 | $1,661 | 45 | 00.00% | Unchanged |
| ROTHSCHILD INVESTMENT LLC |
| <0.01% | <0.01% | #17 | $534 | 15 | $554 | 15 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #25 | $31 | 1 | $36 | 1 | 00.00% | Unchanged |
