| KIM, LLC |
| 10.65% | 9.9% | #1 | $106.8M | 10.8M | $96.6M | 10.8M | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #10 | $5.0M | 500,000 | $4.5M | 500,000 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #9 | $4.7M | 474,329 | $4.3M | 475,092 | -763-0.16% | Reduce |
| Everest Private Wealth |
| 0.37% | 0.44% | #3 | $994,326 | 100,437 | $866,530 | 96,819 | +3,618+3.74% | Add |
| Allied Private Wealth LLC |
| 0.63% | — | #2 | $984,013 | 94,982 | $0 | 0 | +94,982 | New Buy |
| Virtus Investment Advisers, LLC |
| 0.12% | 0.17% | #4 | $520,116 | 52,537 | $600,921 | 67,142 | -14,605-21.75% | Reduce |
| Advisory Solutions Group, LLC |
| 0.11% | — | #5 | $316,157 | 31,935 | $0 | 0 | +31,935 | New Buy |
| OPPENHEIMER & CO INC |
| <0.01% | <0.01% | #7 | $214,830 | 21,700 | $122,615 | 13,700 | +8,000+58.39% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #11 | $150,906 | 15,243 | $181,414 | 20,270 | -5,027-24.80% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #12 | $123,592 | 12,484 | $0 | 0 | +12,484 | New Buy |
| Prosperity Financial Group, Inc. |
| 0.03% | — | #6 | $100,971 | 10,199 | $0 | 0 | +10,199 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #13 | $89,685 | 9,059 | $38,664 | 4,320 | +4,739+109.70% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #14 | $50,761 | 5,127 | $493,885 | 28,466 | -23,339-81.99% | Reduce |
| Strategic Wealth Partners, Ltd. |
| <0.01% | — | #8 | $34,650 | 3,500 | $0 | 0 | +3,500 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #15 | $1,099 | 111 | $0 | 0 | +111 | New Buy |
