| Virtus Fixed Income Advisers, LLC |
| 61.23% | 0.64% | #1 | $97.0M | 4.0M | $64.8M | 2.7M | +1.3M+49.69% | Add |
| STAPP WEALTH MANAGEMENT, PLLC |
| 2.96% | 2.86% | #2 | $2.3M | 93,701 | $2.2M | 92,577 | +1,124+1.21% | Add |
| PFG Advisors |
| 0.09% | 0.07% | #3 | $1.8M | 72,810 | $1.5M | 62,755 | +10,055+16.02% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #12 | $1.2M | 47,594 | $1.2M | 47,794 | -200-0.42% | Reduce |
| VestGen Advisors, LLC |
| 0.03% | 0.02% | #4 | $964,327 | 39,898 | $699,472 | 28,910 | +10,988+38.01% | Add |
| Retirement Planning Group, LLC |
| 0.02% | — | #5 | $897,722 | 37,142 | $0 | 0 | +37,142 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #11 | $887,885 | 36,735 | $691,045 | 28,578 | +8,157+28.54% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #10 | $866,882 | 35,866 | $870,500 | 35,999 | -133-0.37% | Reduce |
| &PARTNERS |
| <0.01% | <0.01% | #9 | $757,705 | 31,349 | $546,418 | 22,663 | +8,686+38.33% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | — | #13 | $606,347 | 25,066 | $0 | 0 | +25,066 | New Buy |
| Aaron Wealth Advisors LLC |
| 0.02% | 0.03% | #6 | $442,190 | 18,295 | $442,391 | 18,295 | 00.00% | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.01% | 0.01% | #7 | $158,724 | 6,567 | $158,797 | 6,567 | 00.00% | Unchanged |
| VIRTUS ADVISERS, LLC |
| 0.01% | <0.01% | #8 | $13,632 | 564 | $8,681 | 359 | +205+57.10% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $9,502 | 393 | $3,240 | 134 | +259+193.28% | Add |
| FMR LLC |
| <0.01% | — | #15 | $24 | 1 | $0 | 0 | +1 | New Buy |
