| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #13 | $9.8M | 465,182 | $9.6M | 458,737 | +6,445+1.40% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #10 | $7.0M | 331,208 | $4.1M | 194,874 | +136,334+69.96% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #9 | $5.8M | 275,886 | $4.0M | 192,156 | +83,730+43.57% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #16 | $2.8M | 133,670 | $2.5M | 119,418 | +14,252+11.93% | Add |
| Prospera Financial Services Inc |
| 0.02% | 0.03% | #4 | $1.6M | 75,570 | $1.6M | 74,316 | +1,254+1.69% | Add |
| Perigon Wealth Management, LLC |
| 0.02% | 0.02% | #5 | $1.4M | 65,074 | $1.3M | 59,780 | +5,294+8.86% | Add |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
| 0.23% | 0.28% | #1 | $851,233 | 40,483 | $872,509 | 41,490 | -1,007-2.43% | Reduce |
| Apollon Financial, LLC |
| 0.08% | 0.1% | #3 | $642,663 | 30,564 | $705,074 | 33,528 | -2,964-8.84% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #17 | $569,748 | 27,096 | $560,675 | 26,662 | +434+1.63% | Add |
| McNamara Financial Services, Inc. |
| 0.09% | 0.1% | #2 | $504,832 | 24,009 | $512,844 | 24,387 | -378-1.55% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #18 | $427,117 | 20,313 | $0 | 0 | +20,313 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #19 | $381,844 | 18,159 | $523,341 | 24,561 | -6,402-26.07% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $290,524 | 13,816 | $277,175 | 13,181 | +635+4.82% | Add |
| Beaumont Financial Advisors, LLC |
| 0.02% | 0.02% | #6 | $243,217 | 11,567 | $243,247 | 11,567 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #11 | $218,163 | 10,375 | $0 | 0 | +10,375 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #20 | $208,649 | 9,923 | $528,237 | 25,119 | -15,196-60.50% | Reduce |
| PRIVATE TRUST CO NA |
| <0.01% | — | #7 | $57,161 | 2,718 | $0 | 0 | +2,718 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #15 | $33,979 | 1,616 | $33,984 | 1,616 | 00.00% | Unchanged |
| ROTHSCHILD INVESTMENT LLC |
| <0.01% | <0.01% | #12 | $18,181 | 865 | $18,122 | 862 | +3+0.35% | Add |
| OBSIDIAN CIO, LLC |
| <0.01% | 0.01% | #8 | $3,570 | 170 | $7,466 | 207 | -37-17.87% | Reduce |
