| Csenge Advisory Group |
| 0.45% | 0.45% | #3 | $11.0M | 295,384 | $9.9M | 324,485 | -29,101-8.97% | Reduce |
| PGIM Custom Harvest LLC |
| 0.1% | 0.09% | #6 | $7.8M | 209,835 | $5.7M | 187,839 | +21,996+11.71% | Add |
| OneAscent Financial Services LLC |
| 0.1% | — | #5 | $2.1M | 55,809 | $0 | 0 | +55,809 | New Buy |
| FRANKLIN RESOURCES INC |
| <0.01% | <0.01% | #16 | $2.0M | 55,000 | $1.7M | 55,000 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #19 | $1.7M | 46,479 | $0 | 0 | +46,479 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #18 | $1.1M | 30,168 | $922,000 | 30,168 | 00.00% | Unchanged |
| WCG Wealth Advisors LLC |
| 0.03% | 0.03% | #9 | $1.1M | 29,788 | $940,194 | 30,766 | -978-3.18% | Reduce |
| Yoffe Investment Management, LLC |
| 1.17% | 1.07% | #1 | $1.0M | 27,437 | $838,479 | 27,437 | 00.00% | Unchanged |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #14 | $948,106 | 25,437 | $705,664 | 23,964 | +1,473+6.15% | Add |
| TOP Private Wealth LLC. |
| 0.78% | — | #2 | $812,868 | 21,809 | $0 | 0 | +21,809 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #17 | $782,474 | 20,994 | $825,392 | 27,009 | -6,015-22.27% | Reduce |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #15 | $469,816 | 12,605 | $389,883 | 12,758 | -153-1.20% | Reduce |
| Retirement Planning Group, LLC |
| 0.01% | 0.01% | #10 | $393,967 | 10,570 | $256,948 | 8,408 | +2,162+25.71% | Add |
| Lido Advisors, LLC |
| <0.01% | — | #13 | $346,976 | 9,260 | $0 | 0 | +9,260 | New Buy |
| Americana Partners, LLC |
| 0.01% | 0.01% | #11 | $342,345 | 9,185 | $280,693 | 9,185 | 00.00% | Unchanged |
| DEBUSSY CAPITAL MANAGEMENT LP |
| 0.04% | 0.04% | #7 | $324,210 | 10,609 | $324,210 | 10,609 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #21 | $315,472 | 8,464 | $357,765 | 11,707 | -3,243-27.70% | Reduce |
| Balefire, LLC |
| 0.03% | 0.04% | #8 | $213,719 | 5,734 | $210,222 | 6,879 | -1,145-16.64% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #20 | $66,949 | 1,796 | $0 | 0 | +1,796 | New Buy |
| Park Square Financial Group, LLC |
| 0.23% | 0.31% | #4 | $25,419 | 682 | $41,410 | 1,355 | -673-49.67% | Reduce |
| UBS Group AG |
| <0.01% | — | #22 | $16,064 | 431 | $0 | 0 | +431 | New Buy |
| Lloyd Advisory Services, LLC. |
| <0.01% | — | #12 | $6,336 | 170 | $0 | 0 | +170 | New Buy |
