| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #10 | $16.0M | 973,723 | $14.4M | 866,916 | +106,807+12.32% | Add |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| 0.47% | 0.52% | #1 | $1.8M | 110,409 | $1.8M | 108,933 | +1,476+1.35% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #8 | $1.7M | 104,489 | $1.7M | 103,371 | +1,118+1.08% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #18 | $1.1M | 68,650 | $1.2M | 69,568 | -918-1.32% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #16 | $1.0M | 62,268 | $1.2M | 70,732 | -8,464-11.97% | Reduce |
| Whipplewood Advisors, LLC |
| 0.46% | 0.35% | #2 | $684,385 | 41,532 | $674,234 | 40,641 | +891+2.19% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $591,417 | 35,881 | $769,652 | 46,388 | -10,507-22.65% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #22 | $570,271 | 34,607 | $565,968 | 34,115 | +492+1.44% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #12 | $386,701 | 23,467 | $420,000 | 25,333 | -1,866-7.37% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #21 | $355,672 | 21,584 | $352,455 | 21,245 | +339+1.60% | Add |
| AlphaCore Capital LLC |
| 0.01% | 0.01% | #5 | $273,215 | 16,495 | $398,449 | 23,895 | -7,400-30.97% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #23 | $250,301 | 15,190 | $252,002 | 15,190 | 00.00% | Unchanged |
| FORM Wealth Advisors, LLC |
| 0.02% | 0.03% | #3 | $226,326 | 13,735 | $224,452 | 13,529 | +206+1.52% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #17 | $200,774 | 12,184 | $209,930 | 12,654 | -470-3.71% | Reduce |
| Chicago Partners Investment Group LLC |
| <0.01% | <0.01% | #7 | $189,454 | 11,467 | $194,634 | 11,296 | +171+1.51% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| <0.01% | <0.01% | #9 | $181,791 | 11,032 | $183,021 | 11,032 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | — | #24 | $175,166 | 10,630 | $0 | 0 | +10,630 | New Buy |
| Glen Eagle Advisors, LLC |
| 0.01% | 0.01% | #4 | $74,827 | 4,541 | $62,891 | 3,791 | +750+19.78% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #26 | $61,169 | 3,712 | $67,839 | 3,711 | +1+0.03% | Add |
| Synergy Investment Management, LLC |
| <0.01% | 0.01% | #6 | $18,698 | 1,135 | $18,544 | 1,118 | +17+1.52% | Add |
| Geneos Wealth Management Inc. |
| <0.01% | — | #15 | $16,479 | 1,000 | $0 | 0 | +1,000 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #25 | $10,695 | 649 | $0 | 0 | +649 | New Buy |
| NVWM, LLC |
| <0.01% | <0.01% | #11 | $7,300 | 443 | $7,387 | 443 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #13 | $6,702 | 400 | $0 | 0 | +400 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #20 | $5,570 | 338 | $7,333 | 442 | -104-23.53% | Reduce |
| DELTA ASSET MANAGEMENT LLC/TN |
| <0.01% | <0.01% | #19 | $1,516 | 92 | $1,526 | 92 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #27 | $13 | 1 | $0 | 0 | +1 | New Buy |