| Belpointe Asset Management LLC |
| 0.57% | 0.61% | #5 | $17.4M | 730,740 | $16.7M | 723,349 | +7,391+1.02% | Add |
| Independent Wealth Network Inc. |
| 1.7% | 1.82% | #2 | $6.7M | 279,963 | $6.1M | 265,184 | +14,779+5.57% | Add |
| Astoria Portfolio Advisors LLC. |
| 1.11% | 1.04% | #3 | $6.6M | 277,108 | $4.9M | 204,652 | +72,456+35.40% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | <0.01% | #10 | $2.7M | 114,013 | $1.8M | 77,982 | +36,031+46.20% | Add |
| PUFF WEALTH MANAGEMENT, LLC |
| 2.57% | — | #1 | $2.5M | 105,775 | $0 | 0 | +105,775 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #11 | $2.0M | 81,910 | $1.7M | 71,869 | +10,041+13.97% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #15 | $903,705 | 37,937 | $0 | 0 | +37,937 | New Buy |
| Latitude Advisors, LLC |
| 0.34% | 0.22% | #6 | $864,107 | 36,275 | $474,458 | 20,581 | +15,694+76.25% | Add |
| Oregon Pacific Wealth Management, LLC |
| 0.75% | 0.74% | #4 | $796,033 | 33,417 | $712,588 | 30,911 | +2,506+8.11% | Add |
| PFG Advisors |
| 0.03% | — | #8 | $691,110 | 29,012 | $0 | 0 | +29,012 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | 0.01% | #12 | $665,138 | 27,922 | $630,337 | 27,343 | +579+2.12% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #13 | $615,072 | 26,030 | $0 | 0 | +26,030 | New Buy |
| Sound Income Strategies, LLC |
| 0.02% | — | #9 | $351,887 | 14,772 | $0 | 0 | +14,772 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #16 | $292,673 | 12,286 | $0 | 0 | +12,286 | New Buy |
| Noble Wealth Management PBC |
| 0.1% | 0.11% | #7 | $219,822 | 9,228 | $213,355 | 9,255 | -27-0.29% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $154,589 | 6,490 | $583,156 | 25,300 | -18,810-74.35% | Reduce |
| BlackRock, Inc. |
| <0.01% | <0.01% | #17 | $47,642 | 2,000 | $46,106 | 2,000 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #18 | $119 | 5 | $115 | 5 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #19 | $60 | 2 | $31,438 | 1,294 | -1,292-99.85% | Reduce |
