| Virtus Fixed Income Advisers, LLC |
| 15.55% | 0.24% | #1 | $24.6M | 1.1M | $24.4M | 1.1M | -18-0.00% | Reduce |
| VestGen Advisors, LLC |
| 0.02% | 0.01% | #3 | $791,769 | 36,447 | $526,756 | 24,235 | +12,212+50.39% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #5 | $576,818 | 26,552 | $575,737 | 26,783 | -231-0.86% | Reduce |
| Outlook Wealth Advisors, LLC |
| 0.11% | — | #2 | $530,895 | 24,438 | $0 | 0 | +24,438 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | — | #6 | $380,542 | 17,517 | $0 | 0 | +17,517 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | — | #11 | $42,000 | 1,917 | $0 | 0 | +1,917 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #8 | $17,510 | 806 | $7,120 | 331 | +475+143.50% | Add |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #9 | $12,643 | 582 | $13,057 | 607 | -25-4.12% | Reduce |
| Quest 10 Wealth Builders, Inc. |
| 0.01% | 0.01% | #4 | $7,234 | 333 | $7,227 | 336 | -3-0.89% | Reduce |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #10 | $1,694 | 78 | $1,678 | 78 | 00.00% | Unchanged |
| Elevated Capital Advisors, LLC |
| <0.01% | <0.01% | #7 | $543 | 25 | $538 | 25 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #12 | $28 | 1 | $0 | 0 | +1 | New Buy |