| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #8 | $6.7M | 206,905 | $7.0M | 211,612 | -4,707-2.22% | Reduce |
| Legacy Wealth Asset Management, LLC |
| 1.19% | 1.39% | #2 | $5.4M | 166,719 | $5.7M | 172,848 | -6,129-3.55% | Reduce |
| RHS Financial, LLC |
| 1.67% | 1.8% | #1 | $4.1M | 126,850 | $3.8M | 115,372 | +11,478+9.95% | Add |
| &PARTNERS |
| 0.01% | 0.01% | #6 | $1.5M | 46,513 | $1.5M | 45,493 | +1,020+2.24% | Add |
| Bruce G. Allen Investments, LLC |
| 0.33% | 0.36% | #3 | $510,520 | 15,678 | $545,182 | 16,538 | -860-5.20% | Reduce |
| AlTi Global, Inc. |
| 0.01% | — | #5 | $384,748 | 11,867 | $0 | 0 | +11,867 | New Buy |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #9 | $334,420 | 10,270 | $338,555 | 10,270 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #10 | $304,234 | 9,343 | $0 | 0 | +9,343 | New Buy |
| Dorsey & Whitney Trust CO LLC |
| 0.01% | 0.01% | #4 | $252,166 | 7,744 | $257,460 | 7,810 | -66-0.85% | Reduce |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #7 | $65,028 | 2,014 | $66,975 | 2,014 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #11 | $21,524 | 661 | $17,962 | 661 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #12 | $5,812 | 180 | $5,986 | 180 | 00.00% | Unchanged |
