| LPL Financial LLC |
| <0.01% | <0.01% | #11 | $19.2M | 2.0M | $5.9M | 666,592 | +1.4M+206.53% | Add |
| Sound Income Strategies, LLC |
| 0.21% | 0.22% | #1 | $4.6M | 487,121 | $4.5M | 503,122 | -16,001-3.18% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #34 | $2.3M | 242,777 | $1.9M | 200,651 | +42,126+20.99% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #33 | $2.2M | 233,333 | $1.9M | 214,622 | +18,711+8.72% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #31 | $1.6M | 172,563 | $1.5M | 165,968 | +6,595+3.97% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #30 | $1.6M | 165,620 | $1.2M | 133,604 | +32,016+23.96% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #26 | $1.5M | 158,142 | $1.2M | 139,816 | +18,326+13.11% | Add |
| Perigon Wealth Management, LLC |
| 0.02% | 0.02% | #3 | $1.2M | 126,840 | $1.0M | 115,186 | +11,654+10.12% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #28 | $1.1M | 114,021 | $1.0M | 116,510 | -2,489-2.14% | Reduce |
| Global Retirement Partners, LLC |
| 0.01% | — | #8 | $741,800 | 79,100 | $0 | 0 | +79,100 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #14 | $644,487 | 68,723 | $354,340 | 39,858 | +28,865+72.42% | Add |
| SEI INVESTMENTS CO |
| <0.01% | <0.01% | #23 | $612,000 | 65,262 | $445,800 | 50,148 | +15,114+30.14% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #18 | $430,891 | 45,947 | $401,000 | 45,112 | +835+1.85% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #36 | $294,514 | 31,405 | $346,755 | 38,991 | -7,586-19.46% | Reduce |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #13 | $258,519 | 27,567 | $245,066 | 27,567 | 00.00% | Unchanged |
| Whipplewood Advisors, LLC |
| 0.17% | 0.12% | #2 | $247,748 | 26,418 | $236,910 | 26,649 | -231-0.87% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #29 | $235,182 | 25,075 | $231,520 | 26,042 | -967-3.71% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #39 | $222,446 | 23,720 | $721,486 | 81,157 | -57,437-70.77% | Reduce |
| Cornerstone Wealth Management, LLC |
| 0.01% | 0.01% | #10 | $217,580 | 23,201 | $195,423 | 21,982 | +1,219+5.55% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| <0.01% | <0.01% | #12 | $178,341 | 19,017 | $169,061 | 19,017 | 00.00% | Unchanged |
| GenWealth Group, Inc. |
| 0.02% | 0.02% | #6 | $99,669 | 10,628 | $94,483 | 10,628 | 00.00% | Unchanged |
| PINNACLE ASSOCIATES LTD |
| <0.01% | <0.01% | #17 | $95,918 | 10,228 | $90,927 | 10,228 | 00.00% | Unchanged |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #35 | $93,780 | 10,000 | $88,900 | 10,000 | 00.00% | Unchanged |
| WealthBridge Capital Management, LLC |
| 0.02% | 0.02% | #4 | $93,780 | 10,000 | $88,900 | 10,000 | 00.00% | Unchanged |
| Allworth Financial LP |
| <0.01% | <0.01% | #27 | $78,053 | 8,323 | $73,672 | 8,287 | +36+0.43% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #20 | $60,591 | 6,461 | $57,438 | 6,461 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #40 | $55,000 | 5,854 | $18,000 | 2,072 | +3,782+182.53% | Add |
| Synergy Investment Management, LLC |
| 0.01% | 0.01% | #9 | $39,356 | 4,197 | $36,711 | 4,129 | +68+1.65% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #38 | $30,010 | 3,200 | $44,041 | 4,954 | -1,754-35.41% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #32 | $23,270 | 2,482 | $21,925 | 2,475 | +7+0.28% | Add |
| Ankerstar Wealth, LLC |
| 0.02% | 0.02% | #5 | $21,044 | 2,244 | $19,949 | 2,244 | 00.00% | Unchanged |
| SBI Securities Co., Ltd. |
| <0.01% | <0.01% | #24 | $19,384 | 2,067 | $19,674 | 2,213 | -146-6.60% | Reduce |
| Burnham & Co LLC |
| 0.02% | — | #7 | $18,756 | 2,000 | $0 | 0 | +2,000 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #42 | $16,254 | 1,733 | $13,954 | 1,570 | +163+10.38% | Add |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #25 | $11,148 | 1,200 | $10,632 | 1,200 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #37 | $11,140 | 1,188 | $10,425 | 1,173 | +15+1.28% | Add |
| Founders Financial Alliance, LLC |
| <0.01% | <0.01% | #16 | $9,757 | 1,040 | $9,249 | 1,040 | 00.00% | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
| <0.01% | <0.01% | #41 | $9,378 | 1,000 | $15,904 | 1,789 | -789-44.10% | Reduce |
| SHP Wealth Management |
| <0.01% | <0.01% | #22 | $8,440 | 900 | $4,445 | 500 | +400+80.00% | Add |
| Triumph Capital Management |
| <0.01% | <0.01% | #19 | $4,689 | 500 | $4,978 | 560 | -60-10.71% | Reduce |
| Fortis Group Advisors, LLC |
| <0.01% | <0.01% | #21 | $4,689 | 500 | $4,445 | 500 | 00.00% | Unchanged |
| Key Capital Management, INC |
| <0.01% | 0.01% | #15 | $3,132 | 334 | $9,228 | 1,038 | -704-67.82% | Reduce |
