| MORGAN STANLEY |
| <0.01% | <0.01% | #17 | $5.3M | 438,880 | $5.9M | 478,719 | -39,839-8.32% | Reduce |
| 1607 Capital Partners, LLC |
| 0.33% | 0.28% | #1 | $3.8M | 314,495 | $3.9M | 318,463 | -3,968-1.25% | Reduce |
| Zimmer Partners, LP |
| 0.04% | 0.04% | #5 | $1.6M | 128,803 | $1.6M | 128,803 | 00.00% | Unchanged |
| COHEN & STEERS, INC. |
| <0.01% | <0.01% | #9 | $1.5M | 123,159 | $1.6M | 133,159 | -10,000-7.51% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.14% | 0.16% | #3 | $1.1M | 90,729 | $1.1M | 89,594 | +1,135+1.27% | Add |
| Shaker Financial Services, LLC |
| 0.17% | — | #2 | $550,473 | 45,205 | $0 | 0 | +45,205 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #21 | $477,178 | 39,469 | $334,504 | 27,645 | +11,824+42.77% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #16 | $352,409 | 29,149 | $291,699 | 24,107 | +5,042+20.92% | Add |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #6 | $336,832 | 27,860 | $306,797 | 25,355 | +2,505+9.88% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #11 | $274,608 | 22,714 | $137,126 | 11,333 | +11,381+100.42% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #15 | $222,323 | 18,389 | $172,000 | 14,216 | +4,173+29.35% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | — | #20 | $163,906 | 13,557 | $0 | 0 | +13,557 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #19 | $142,390 | 11,775 | $99,598 | 8,231 | +3,544+43.06% | Add |
| DECISION INVESTMENTS, INC |
| 0.12% | 0.15% | #4 | $133,595 | 11,050 | $133,705 | 11,050 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #24 | $133,280 | 11,024 | $131,043 | 10,830 | +194+1.79% | Add |
| CITY HOLDING CO |
| 0.01% | 0.01% | #8 | $49,774 | 4,117 | $49,815 | 4,117 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #22 | $48,989 | 4,052 | $49,029 | 4,052 | 00.00% | Unchanged |
| Ascentis Independent Advisors |
| 0.01% | 0.01% | #7 | $44,230 | 3,655 | $118,040 | 9,755 | -6,100-62.53% | Reduce |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #12 | $39,776 | 3,290 | $27,709 | 2,290 | +1,000+43.67% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #23 | $35,230 | 2,914 | $0 | 0 | +2,914 | New Buy |
| Institute for Wealth Management, LLC. |
| <0.01% | — | #14 | $6,795 | 562 | $0 | 0 | +562 | New Buy |
| TD Waterhouse Canada Inc. |
| <0.01% | — | #25 | $5,975 | 500 | $0 | 0 | +500 | New Buy |
| FNY Investment Advisers, LLC |
| <0.01% | <0.01% | #10 | $4,836 | 400 | $4,000 | 400 | 00.00% | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC |
| <0.01% | <0.01% | #13 | $3,023 | 250 | $3,025 | 250 | 00.00% | Unchanged |
| Buck Wealth Strategies, LLC |
| <0.01% | — | #18 | $2,418 | 200 | $0 | 0 | +200 | New Buy |
| GAMMA Investing LLC |
| <0.01% | <0.01% | #26 | $109 | 9 | $109 | 9 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #27 | $12 | 1 | $0 | 0 | +1 | New Buy |
