| AMERICAN CENTURY COMPANIES INC |
| 0.01% | 0.01% | #23 | $22.2M | 320,717 | $17.3M | 273,261 | +47,456+17.37% | Add |
| Tortoise Investment Management, LLC |
| 0.95% | 0.95% | #3 | $12.8M | 184,695 | $11.5M | 180,706 | +3,989+2.21% | Add |
| Index Fund Advisors, Inc. |
| 0.43% | 0.39% | #6 | $10.8M | 155,463 | $8.7M | 136,660 | +18,803+13.76% | Add |
| Cornerstone Wealth Partners, LLC |
| 4.07% | 4% | #1 | $8.7M | 126,209 | $7.1M | 111,283 | +14,926+13.41% | Add |
| Timonier Family Office, LTD. |
| 1.61% | — | #2 | $5.7M | 82,404 | $0 | 0 | +82,404 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #28 | $3.0M | 43,555 | $3.2M | 50,000 | -6,445-12.89% | Reduce |
| Richard P Slaughter Associates Inc |
| 0.43% | — | #5 | $2.2M | 31,618 | $0 | 0 | +31,618 | New Buy |
| Ariadne Wealth Management, LP |
| 0.82% | 0.75% | #4 | $1.9M | 26,831 | $1.7M | 26,450 | +381+1.44% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #24 | $1.5M | 20,930 | $1.2M | 18,349 | +2,581+14.07% | Add |
| VISTA CAPITAL PARTNERS, INC. |
| 0.02% | 0.03% | #20 | $1.4M | 19,926 | $1.3M | 20,068 | -142-0.71% | Reduce |
| ARK & TLK INVESTMENTS, LLC |
| 0.33% | 0.3% | #8 | $1.3M | 19,253 | $1.1M | 17,322 | +1,931+11.15% | Add |
| Cypress Point Wealth Management, LLC |
| 0.26% | 0.24% | #11 | $1.3M | 18,648 | $1.1M | 17,397 | +1,251+7.19% | Add |
| Avior Wealth Management, LLC |
| 0.03% | 0.03% | #18 | $1.0M | 15,889 | $1.0M | 15,889 | 00.00% | Unchanged |
| Cloud Capital Management, LLC |
| 0.3% | 0.3% | #10 | $817,406 | 11,791 | $691,000 | 10,908 | +883+8.09% | Add |
| Three Arch Wealth Management LLC |
| 0.12% | 0.13% | #12 | $814,079 | 11,743 | $744,858 | 11,743 | 00.00% | Unchanged |
| ERn Financial, LLC |
| 0.12% | 0.11% | #13 | $749,191 | 10,807 | $593,134 | 9,351 | +1,456+15.57% | Add |
| LAM GROUP, INC. |
| 0.34% | 0.32% | #7 | $682,501 | 9,845 | $588,948 | 9,285 | +560+6.03% | Add |
| Plancorp, LLC |
| 0.01% | 0.01% | #21 | $542,066 | 8,065 | $416,064 | 6,185 | +1,880+30.40% | Add |
| Kane Co Wealth Management, Inc. |
| 0.31% | 0.29% | #9 | $403,621 | 5,822 | $340,264 | 5,366 | +456+8.50% | Add |
| B&D White Capital Company, LLC |
| 0.04% | 0.04% | #17 | $379,483 | 5,474 | $346,518 | 5,463 | +11+0.20% | Add |
| CARDIFF PARK ADVISORS, LLC |
| 0.03% | 0.03% | #19 | $361,602 | 5,216 | $330,706 | 5,214 | +2+0.04% | Add |
| Mills Wealth Advisors LLC |
| 0.09% | 0.09% | #15 | $292,178 | 4,215 | $257,947 | 4,067 | +148+3.64% | Add |
| OneDigital Investment Advisors LLC |
| <0.01% | — | #25 | $260,741 | 3,761 | $0 | 0 | +3,761 | New Buy |
| WorthPointe, LLC |
| 0.06% | — | #16 | $247,766 | 3,574 | $0 | 0 | +3,574 | New Buy |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #30 | $226,201 | 3,263 | $206,322 | 3,253 | +10+0.31% | Add |
| Evanson Financial, LLC |
| 0.01% | — | #22 | $203,569 | 2,936 | $0 | 0 | +2,936 | New Buy |
| Ares Financial Consulting, LLC |
| 0.12% | 0.01% | #14 | $168,582 | 2,432 | $17,181 | 268 | +2,164+807.46% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #29 | $40,694 | 587 | $0 | 0 | +587 | New Buy |
| Bogart Wealth, LLC |
| <0.01% | <0.01% | #26 | $23,324 | 336 | $21,197 | 334 | +2+0.60% | Add |
| ANGELES WEALTH MANAGEMENT, LLC |
| <0.01% | — | #27 | $18,094 | 261 | $0 | 0 | +261 | New Buy |
