| LPL Financial LLC |
| <0.01% | <0.01% | #15 | $4.3M | 83,565 | $4.2M | 84,763 | -1,198-1.41% | Reduce |
| Institute for Wealth Management, LLC. |
| 0.26% | 0.3% | #1 | $2.9M | 56,975 | $2.8M | 56,973 | +2+0.00% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #27 | $2.3M | 44,735 | $2.3M | 46,115 | -1,380-2.99% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #22 | $959,425 | 18,710 | $836,734 | 16,773 | +1,937+11.55% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #16 | $730,920 | 14,254 | $758,630 | 15,207 | -953-6.27% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #32 | $580,996 | 11,330 | $599,441 | 12,016 | -686-5.71% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #19 | $511,388 | 9,972 | $497,333 | 9,968 | +4+0.04% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #25 | $426,132 | 8,310 | $414,560 | 8,310 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #21 | $326,137 | 6,360 | $311,245 | 6,239 | +121+1.94% | Add |
| Evanson Financial, LLC |
| 0.02% | — | #4 | $308,753 | 6,021 | $0 | 0 | +6,021 | New Buy |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.02% | 0.03% | #3 | $303,238 | 5,913 | $294,611 | 5,906 | +7+0.12% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #37 | $266,909 | 5,205 | $0 | 0 | +5,205 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #34 | $266,010 | 5,187 | $258,763 | 5,187 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #36 | $264,753 | 5,163 | $256,868 | 5,149 | +14+0.27% | Add |
| Creative Planning |
| <0.01% | <0.01% | #26 | $231,778 | 4,520 | $225,484 | 4,520 | 00.00% | Unchanged |
| J.W. COLE ADVISORS, INC. |
| <0.01% | — | #10 | $217,889 | 4,249 | $0 | 0 | +4,249 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #29 | $167,913 | 3,277 | $174,188 | 3,524 | -247-7.01% | Reduce |
| ROTHSCHILD INVESTMENT LLC |
| 0.01% | 0.01% | #9 | $153,838 | 3,000 | $149,661 | 3,000 | 00.00% | Unchanged |
| Clearstead Advisors, LLC |
| <0.01% | <0.01% | #13 | $151,628 | 2,957 | $83,810 | 1,680 | +1,277+76.01% | Add |
| GLENMEDE TRUST CO NA |
| <0.01% | <0.01% | #20 | $109,225 | 2,130 | $106,807 | 2,141 | -11-0.51% | Reduce |
| BELLEVUE ASSET MANAGEMENT, LLC |
| 0.05% | 0.05% | #2 | $98,456 | 1,920 | $95,782 | 1,920 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #38 | $96,398 | 1,880 | $93,780 | 1,880 | 00.00% | Unchanged |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #28 | $92,178 | 1,800 | $89,802 | 1,800 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #35 | $64,047 | 1,249 | $62,024 | 1,243 | +6+0.48% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #41 | $56,895 | 1,110 | $54,736 | 1,110 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #31 | $40,867 | 797 | $0 | 0 | +797 | New Buy |
| Washington Trust Advisors, Inc. |
| <0.01% | — | #11 | $39,844 | 777 | $0 | 0 | +777 | New Buy |
| Quaker Wealth Management, LLC |
| 0.01% | 0.01% | #5 | $37,452 | 730 | $36,269 | 727 | +3+0.41% | Add |
| Atlantic Union Bankshares Corp |
| <0.01% | <0.01% | #18 | $37,383 | 729 | $36,368 | 729 | 00.00% | Unchanged |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
| 0.01% | — | #6 | $36,596 | 713 | $0 | 0 | +713 | New Buy |
| Medallion Wealth Advisors, LLC |
| 0.01% | 0.01% | #7 | $25,537 | 498 | $24,844 | 498 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #40 | $22,000 | 435 | $22,000 | 435 | 00.00% | Unchanged |
| Plante Moran Financial Advisors, LLC |
| <0.01% | <0.01% | #17 | $18,461 | 360 | $17,959 | 360 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #23 | $16,461 | 321 | $0 | 0 | +321 | New Buy |
| AMERIFLEX GROUP, INC. |
| 0.01% | 0.01% | #8 | $14,102 | 275 | $13,719 | 275 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #30 | $12,307 | 240 | $11,973 | 240 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #24 | $6,920 | 135 | $6,657 | 135 | 00.00% | Unchanged |
| Triumph Capital Management |
| <0.01% | <0.01% | #14 | $5,384 | 105 | $5,238 | 105 | 00.00% | Unchanged |
| EVOLUTION WEALTH MANAGEMENT INC. |
| <0.01% | <0.01% | #12 | $3,538 | 69 | $3,442 | 69 | 00.00% | Unchanged |
| SALEM INVESTMENT COUNSELORS INC |
| <0.01% | <0.01% | #39 | $154 | 3 | $150 | 3 | 00.00% | Unchanged |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #33 | $154 | 3 | $150 | 3 | 00.00% | Unchanged |
