| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #9 | $36.0M | 1.2M | $29.6M | 1.1M | +48,350+4.34% | Add |
| Frontier Asset Management, LLC |
| 4.46% | 4.44% | #1 | $24.9M | 797,211 | $21.2M | 774,960 | +22,251+2.87% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #7 | $14.4M | 460,713 | $11.4M | 416,104 | +44,609+10.72% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.05% | 0.05% | #3 | $2.9M | 92,486 | $2.5M | 90,211 | +2,275+2.52% | Add |
| Arete Wealth Advisors, LLC |
| 0.03% | 0.06% | #4 | $922,396 | 29,573 | $768,990 | 28,163 | +1,410+5.01% | Add |
| Strategic Blueprint, LLC |
| 0.02% | 0.02% | #5 | $483,379 | 15,479 | $360,401 | 13,189 | +2,290+17.36% | Add |
| CoreCap Advisors, LLC |
| 0.01% | 0.01% | #6 | $394,182 | 12,623 | $320,071 | 11,713 | +910+7.77% | Add |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | <0.01% | #10 | $392,402 | 12,566 | $324,333 | 11,869 | +697+5.87% | Add |
| Urban Wealth Management, LLC |
| 0.29% | 0.32% | #2 | $335,350 | 10,739 | $309,003 | 11,308 | -569-5.03% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | — | #8 | $250,755 | 8,030 | $0 | 0 | +8,030 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #11 | $50,699 | 1,624 | $0 | 0 | +1,624 | New Buy |
| Rockefeller Capital Management L.P. |
| <0.01% | — | #12 | $43,094 | 1,380 | $0 | 0 | +1,380 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #13 | $6,620 | 212 | $5,793 | 212 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #14 | $1,686 | 54 | $0 | 0 | +54 | New Buy |
