| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #28 | $5.0M | 135,978 | $5.4M | 161,736 | -25,758-15.93% | Reduce |
| IFP Advisors, Inc |
| 0.09% | — | #6 | $4.8M | 131,000 | $0 | 0 | +131,000 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #38 | $4.3M | 117,814 | $3.5M | 105,006 | +12,808+12.20% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #39 | $3.8M | 103,709 | $4.1M | 114,602 | -10,893-9.51% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #32 | $3.6M | 98,597 | $3.4M | 103,528 | -4,931-4.76% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #33 | $3.5M | 94,915 | $346,000 | 10,428 | +84,487+810.19% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #42 | $2.0M | 56,010 | $1.6M | 48,983 | +7,027+14.35% | Add |
| Sound Income Strategies, LLC |
| 0.08% | 0.08% | #7 | $1.8M | 50,407 | $1.7M | 51,398 | -991-1.93% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #26 | $1.8M | 48,856 | $1.5M | 45,096 | +3,760+8.34% | Add |
| Capital Management Associates, Inc |
| 0.27% | 0.27% | #2 | $1.3M | 36,125 | $1.2M | 36,125 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #16 | $1.1M | 29,223 | $967,326 | 29,180 | +43+0.15% | Add |
| INTERACTIVE FINANCIAL ADVISORS, INC. |
| 0.63% | 0.64% | #1 | $1.0M | 28,440 | $972,148 | 29,297 | -857-2.93% | Reduce |
| Gerber Kawasaki Wealth & Investment Management |
| 0.02% | 0.03% | #11 | $891,056 | 24,370 | $965,129 | 29,085 | -4,715-16.21% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #40 | $813,477 | 22,249 | $696,291 | 20,984 | +1,265+6.03% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #15 | $646,986 | 17,695 | $589,082 | 17,753 | -58-0.33% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #18 | $596,577 | 16,317 | $757,964 | 22,540 | -6,223-27.61% | Reduce |
| JAMES INVESTMENT RESEARCH, INC. |
| 0.06% | 0.06% | #10 | $568,440 | 15,547 | $515,888 | 15,547 | 00.00% | Unchanged |
| Oxinas Partners, LLC |
| 0.21% | 0.23% | #3 | $541,205 | 14,802 | $501,584 | 15,116 | -314-2.08% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #30 | $457,821 | 12,522 | $289,961 | 8,738 | +3,784+43.31% | Add |
| Lido Advisors, LLC |
| <0.01% | <0.01% | #29 | $423,396 | 11,580 | $378,679 | 11,412 | +168+1.47% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #22 | $366,212 | 10,016 | $232 | 7 | +10,009+142,985.71% | Add |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #35 | $335,755 | 9,183 | $305,013 | 9,192 | -9-0.10% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #37 | $334,922 | 9,161 | $318,612 | 9,603 | -442-4.60% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | <0.01% | #17 | $333,450 | 9,120 | $287,525 | 8,665 | +455+5.25% | Add |
| Walker Asset Management, LLC |
| 0.17% | 0.15% | #4 | $327,931 | 8,969 | $282,980 | 8,528 | +441+5.17% | Add |
| Belpointe Asset Management LLC |
| 0.01% | — | #14 | $316,085 | 8,645 | $0 | 0 | +8,645 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #45 | $307,894 | 8,421 | $0 | 0 | +8,421 | New Buy |
| Koshinski Asset Management, Inc. |
| 0.01% | 0.02% | #13 | $280,738 | 7,678 | $254,775 | 7,678 | 00.00% | Unchanged |
| Burns Matteson Capital Management, LLC |
| 0.08% | 0.09% | #8 | $250,636 | 6,855 | $249,315 | 7,513 | -658-8.76% | Reduce |
| PGIM Custom Harvest LLC |
| <0.01% | <0.01% | #19 | $241,438 | 6,603 | $228,959 | 6,900 | -297-4.30% | Reduce |
| Meridian Financial Partners LLC |
| 0.07% | 0.08% | #9 | $224,468 | 6,125 | $207,116 | 6,125 | 00.00% | Unchanged |
| Seek First Inc. |
| 0.13% | — | #5 | $213,543 | 5,840 | $0 | 0 | +5,840 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #47 | $173,528 | 4,746 | $323,724 | 9,756 | -5,010-51.35% | Reduce |
| Arax Advisory Partners |
| <0.01% | 0.03% | #31 | $122,412 | 3,348 | $1.0M | 31,218 | -27,870-89.28% | Reduce |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #21 | $112,641 | 3,081 | $102,228 | 3,081 | 00.00% | Unchanged |
| Larson Financial Group LLC |
| <0.01% | — | #20 | $99,036 | 2,709 | $0 | 0 | +2,709 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #48 | $78,573 | 2,149 | $49,268 | 1,485 | +664+44.71% | Add |
| Noble Wealth Management PBC |
| 0.02% | 0.02% | #12 | $42,047 | 1,150 | $38,160 | 1,150 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #36 | $29,867 | 817 | $27,608 | 832 | -15-1.80% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #52 | $25,960 | 710 | $23,560 | 710 | 00.00% | Unchanged |
| Bogart Wealth, LLC |
| <0.01% | <0.01% | #34 | $12,068 | 330 | $10,869 | 328 | +2+0.61% | Add |
| Keating Financial Advisory Services, Inc. |
| <0.01% | <0.01% | #27 | $11,078 | 303 | $10,054 | 303 | 00.00% | Unchanged |
| Horizon Investments, LLC |
| <0.01% | <0.01% | #43 | $10,164 | 278 | $21,899 | 660 | -382-57.88% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #53 | $7,340 | 197 | $47,851 | 1,462 | -1,265-86.53% | Reduce |
| Ascentis Wealth Management, LLC |
| <0.01% | <0.01% | #23 | $5,840 | 176 | $5,840 | 176 | 00.00% | Unchanged |
| Costello Asset Management, INC |
| <0.01% | <0.01% | #25 | $5,484 | 150 | $4,977 | 150 | 00.00% | Unchanged |
| Key Capital Management, INC |
| <0.01% | <0.01% | #24 | $3,400 | 93 | $4,181 | 126 | -33-26.19% | Reduce |
| AlphaCore Capital LLC |
| <0.01% | <0.01% | #46 | $1,792 | 49 | $1,626 | 49 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #50 | $1,487 | 41 | $0 | 0 | +41 | New Buy |
| Key FInancial Inc |
| <0.01% | <0.01% | #41 | $1,133 | 31 | $1,029 | 31 | 00.00% | Unchanged |
