| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #10 | $5.9M | 220,000 | $0 | 0 | +220,000 | New Buy |
| Beacon Pointe Advisors, LLC |
| 0.02% | 0.02% | #3 | $3.9M | 146,955 | $3.7M | 141,271 | +5,684+4.02% | Add |
| Janney Montgomery Scott LLC |
| 0.01% | — | #4 | $3.6M | 133,736 | $0 | 0 | +133,736 | New Buy |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.04% | 0.03% | #2 | $1.8M | 68,571 | $1.2M | 48,001 | +20,570+42.85% | Add |
| Beta Wealth Group, Inc. |
| 0.68% | 0.81% | #1 | $1.8M | 67,665 | $2.0M | 75,760 | -8,095-10.69% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #6 | $698,217 | 25,985 | $510,257 | 19,668 | +6,317+32.12% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | 0.01% | #5 | $475,465 | 17,695 | $826,563 | 31,889 | -14,194-44.51% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #9 | $361,333 | 13,257 | $420,826 | 16,222 | -2,965-18.28% | Reduce |
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
| <0.01% | <0.01% | #7 | $237,800 | 8,850 | $255,543 | 9,850 | -1,000-10.15% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #13 | $51,160 | 1,904 | $0 | 0 | +1,904 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #8 | $45,437 | 1,691 | $43,870 | 1,691 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #12 | $28,395 | 1,055 | $0 | 0 | +1,055 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #11 | $538 | 20 | $519 | 20 | 00.00% | Unchanged |
