| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #3 | $2.5M | 71,573 | $2.2M | 70,096 | +1,477+2.11% | Add |
| Onyx Bridge Wealth Group LLC |
| 0.19% | 0.4% | #1 | $2.1M | 61,531 | $3.8M | 119,367 | -57,836-48.45% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #6 | $395,709 | 11,641 | $421,416 | 13,377 | -1,736-12.98% | Reduce |
| Concurrent Investment Advisors, LLC |
| <0.01% | — | #4 | $206,268 | 6,068 | $0 | 0 | +6,068 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #7 | $201,373 | 5,924 | $0 | 0 | +5,924 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #8 | $33,619 | 989 | $19,154 | 608 | +381+62.66% | Add |
| Schiavi & Co LLC |
| 0.01% | — | #2 | $25,160 | 740 | $0 | 0 | +740 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #9 | $5,742 | 171 | $1,571 | 51 | +120+235.29% | Add |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #5 | $4,249 | 125 | $3,938 | 125 | 00.00% | Unchanged |
