| Betterment LLC |
| 0.02% | 0.02% | #8 | $11.6M | 326,159 | $12.0M | 334,505 | -8,346-2.50% | Reduce |
| Bravias Capital Group, LLC |
| 6.08% | 6.7% | #1 | $10.3M | 287,856 | $10.2M | 286,509 | +1,347+0.47% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #12 | $2.9M | 82,821 | $2.9M | 82,467 | +354+0.43% | Add |
| ARVEST INVESTMENTS, INC. |
| 0.32% | 0.35% | #2 | $2.7M | 74,450 | $2.6M | 72,430 | +2,020+2.79% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #15 | $2.6M | 73,227 | $1.7M | 47,368 | +25,859+54.59% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #16 | $2.0M | 56,716 | $2.2M | 62,156 | -5,440-8.75% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #13 | $1.3M | 35,604 | $732,268 | 20,470 | +15,134+73.93% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #14 | $1.2M | 32,574 | $1.0M | 29,336 | +3,238+11.04% | Add |
| GWN SECURITIES INC. |
| 0.13% | 0.15% | #3 | $749,298 | 21,042 | $801,390 | 22,403 | -1,361-6.08% | Reduce |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #9 | $460,309 | 12,926 | $480,100 | 13,422 | -496-3.70% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #17 | $302,685 | 8,500 | $304,052 | 8,500 | 00.00% | Unchanged |
| Professional Financial Advisors, LLC |
| 0.05% | 0.06% | #5 | $289,677 | 8,135 | $291,009 | 8,135 | 00.00% | Unchanged |
| Brookwood Investment Group LLC |
| 0.03% | 0.03% | #7 | $270,885 | 7,607 | $262,629 | 7,342 | +265+3.61% | Add |
| SYKON CAPITAL LLC |
| 0.08% | — | #4 | $254,821 | 7,156 | $0 | 0 | +7,156 | New Buy |
| Wealthcare Advisory Partners LLC |
| <0.01% | <0.01% | #10 | $228,281 | 6,411 | $226,636 | 6,336 | +75+1.18% | Add |
| PKS Advisory Services, LLC |
| 0.03% | — | #6 | $204,758 | 5,750 | $0 | 0 | +5,750 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #20 | $106,885 | 3,001 | $97,046 | 3,001 | 00.00% | Unchanged |
| ROTHSCHILD INVESTMENT LLC |
| <0.01% | <0.01% | #11 | $72,110 | 2,025 | $72,436 | 2,025 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #18 | $39,598 | 1,112 | $109,971 | 3,040 | -1,928-63.42% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #19 | $2,386 | 67 | $2,397 | 67 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #21 | $25 | 1 | $24 | 1 | 00.00% | Unchanged |
