| MORGAN STANLEY |
| <0.01% | <0.01% | #28 | $29.6M | 639,031 | $26.3M | 612,217 | +26,814+4.38% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #23 | $20.9M | 450,595 | $18.3M | 457,912 | -7,317-1.60% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #22 | $18.1M | 391,401 | $17.0M | 425,271 | -33,870-7.96% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #35 | $8.4M | 180,655 | $6.5M | 161,992 | +18,663+11.52% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #19 | $5.1M | 110,325 | $4.6M | 115,596 | -5,271-4.56% | Reduce |
| Main Street Financial Solutions, LLC |
| 0.32% | — | #5 | $5.1M | 110,118 | $0 | 0 | +110,118 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #30 | $4.9M | 106,495 | $4.4M | 110,760 | -4,265-3.85% | Reduce |
| Cassady Wealth & Retirement Planning, LLC |
| 2.08% | 1.76% | #1 | $4.5M | 96,521 | $3.6M | 85,051 | +11,470+13.49% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #17 | $4.3M | 92,435 | $3.6M | 90,563 | +1,872+2.07% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #25 | $2.6M | 55,443 | $2.2M | 55,096 | +347+0.63% | Add |
| Apeiron RIA LLC |
| 0.63% | 0.54% | #2 | $2.5M | 52,977 | $2.3M | 58,113 | -5,136-8.84% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #41 | $2.0M | 42,480 | $2.0M | 50,142 | -7,662-15.28% | Reduce |
| Total Clarity Wealth Management, Inc. |
| 0.38% | 0.43% | #4 | $2.0M | 42,418 | $1.8M | 45,698 | -3,280-7.18% | Reduce |
| Wealth Management Partners, LLC |
| 0.44% | 0.61% | #3 | $1.9M | 40,009 | $2.1M | 53,201 | -13,192-24.80% | Reduce |
| Institute for Wealth Management, LLC. |
| 0.15% | 0.16% | #9 | $1.7M | 36,312 | $1.5M | 36,762 | -450-1.22% | Reduce |
| Bleakley Financial Group, LLC |
| 0.02% | 0.02% | #16 | $1.3M | 28,302 | $1.1M | 27,733 | +569+2.05% | Add |
| Palumbo Wealth Management LLC |
| 0.24% | 0.27% | #6 | $1.1M | 24,484 | $1.1M | 27,976 | -3,492-12.48% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #42 | $991,000 | 21,418 | $853,000 | 21,315 | +103+0.48% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #18 | $884,092 | 19,101 | $765,013 | 19,111 | -10-0.05% | Reduce |
| Savvy Advisors, Inc. |
| 0.02% | 0.02% | #15 | $806,831 | 17,432 | $800,791 | 20,005 | -2,573-12.86% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #31 | $786,939 | 17,002 | $673,985 | 16,837 | +165+0.98% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #46 | $687,056 | 14,844 | $983,737 | 24,575 | -9,731-39.60% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #38 | $607,074 | 13,116 | $471,192 | 11,771 | +1,345+11.43% | Add |
| O'ROURKE & COMPANY, Inc |
| 0.2% | 0.19% | #8 | $576,673 | 12,459 | $480,126 | 11,994 | +465+3.88% | Add |
| RITHOLTZ WEALTH MANAGEMENT |
| 0.01% | 0.01% | #20 | $566,992 | 12,250 | $490,368 | 12,250 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #48 | $492,578 | 10,642 | $185,830 | 4,642 | +6,000+129.25% | Add |
| Empirical Asset Management, LLC |
| 0.1% | 0.11% | #11 | $446,631 | 9,650 | $407,071 | 10,169 | -519-5.10% | Reduce |
| Triumph Capital Management |
| 0.07% | 0.04% | #12 | $406,476 | 8,782 | $185,699 | 4,639 | +4,143+89.31% | Add |
| DKM Wealth Management, Inc. |
| 0.23% | 0.22% | #7 | $351,490 | 7,594 | $311,074 | 7,771 | -177-2.28% | Reduce |
| Arax Advisory Partners |
| <0.01% | — | #26 | $333,624 | 7,208 | $0 | 0 | +7,208 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #40 | $315,802 | 6,823 | $389,944 | 9,744 | -2,921-29.98% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| <0.01% | <0.01% | #24 | $303,445 | 6,556 | $394,215 | 9,848 | -3,292-33.43% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #37 | $270,675 | 5,848 | $234,376 | 5,855 | -7-0.12% | Reduce |
| Clearview Wealth Management LLC |
| 0.13% | — | #10 | $200,461 | 4,331 | $0 | 0 | +4,331 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #45 | $161,628 | 3,492 | $22,257 | 556 | +2,936+528.06% | Add |
| DHJJ Financial Advisors, Ltd. |
| 0.04% | 0.04% | #13 | $136,334 | 2,946 | $116,797 | 2,918 | +28+0.96% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #39 | $64,938 | 1,403 | $56,162 | 1,403 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #29 | $47,292 | 1,031 | $40,159 | 1,031 | 00.00% | Unchanged |
| Hickory Point Bank & Trust |
| 0.03% | 0.03% | #14 | $46,285 | 1,000 | $40,030 | 1,000 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #43 | $29,622 | 640 | $0 | 0 | +640 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #50 | $22,309 | 482 | $77,818 | 1,944 | -1,462-75.21% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #33 | $18,578 | 401 | $16,067 | 401 | 00.00% | Unchanged |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #49 | $18,514 | 400 | $16,012 | 400 | 00.00% | Unchanged |
| Spire Wealth Management |
| <0.01% | <0.01% | #36 | $17,357 | 375 | $15,011 | 375 | 00.00% | Unchanged |
| Centerpoint Advisors, LLC |
| <0.01% | — | #21 | $17,079 | 369 | $0 | 0 | +369 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #52 | $12,431 | 271 | $2,103 | 54 | +217+401.85% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #34 | $8,332 | 180 | $0 | 0 | +180 | New Buy |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #44 | $5,160 | 111 | $0 | 0 | +111 | New Buy |
| MCDONALD PARTNERS LLC |
| <0.01% | — | #32 | $4,582 | 99 | $0 | 0 | +99 | New Buy |
| VIRTUS ADVISERS, LLC |
| <0.01% | <0.01% | #27 | $4,397 | 95 | $3,963 | 99 | -4-4.04% | Reduce |
