| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #14 | $41.1M | 2.2M | $41.0M | 2.2M | +2,644+0.12% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #18 | $19.5M | 1.0M | $16.6M | 883,279 | +155,420+17.60% | Add |
| Spartan Wealth Advisory Services LLC |
| 0.85% | 0.89% | #1 | $10.4M | 551,014 | $10.2M | 544,960 | +6,054+1.11% | Add |
| Simplicity Wealth,LLC |
| 0.33% | — | #4 | $9.8M | 521,467 | $0 | 0 | +521,467 | New Buy |
| Principle Wealth Partners LLC |
| 0.42% | 0.08% | #3 | $8.5M | 453,381 | $1.4M | 73,093 | +380,288+520.28% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #25 | $5.8M | 309,915 | $6.9M | 367,083 | -57,168-15.57% | Reduce |
| IHT Wealth Management, LLC |
| 0.12% | 0.13% | #7 | $5.8M | 306,698 | $5.7M | 303,734 | +2,964+0.98% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #16 | $4.9M | 263,051 | $4.9M | 261,765 | +1,286+0.49% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #24 | $4.8M | 255,460 | $3.4M | 182,512 | +72,948+39.97% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #19 | $3.4M | 182,940 | $3.2M | 171,613 | +11,327+6.60% | Add |
| World Investment Advisors |
| 0.05% | 0.05% | #9 | $3.1M | 164,278 | $3.1M | 164,278 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #26 | $3.0M | 158,492 | $1.0M | 55,548 | +102,944+185.32% | Add |
| CRUX WEALTH ADVISORS |
| 0.8% | 0.82% | #2 | $2.3M | 123,124 | $2.1M | 114,077 | +9,047+7.93% | Add |
| Cetera Investment Advisers |
| <0.01% | 0.01% | #23 | $2.3M | 120,525 | $10.5M | 559,822 | -439,297-78.47% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | — | #15 | $1.4M | 74,167 | $0 | 0 | +74,167 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #17 | $1.4M | 73,499 | $1.5M | 78,661 | -5,162-6.56% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #21 | $1.2M | 66,050 | $1.2M | 64,685 | +1,365+2.11% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #22 | $967,153 | 51,458 | $948,000 | 50,478 | +980+1.94% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.02% | 0.02% | #11 | $809,378 | 43,063 | $735,871 | 39,173 | +3,890+9.93% | Add |
| Warner Group LLC |
| 0.18% | — | #6 | $744,548 | 39,614 | $0 | 0 | +39,614 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #28 | $659,009 | 35,063 | $2.2M | 114,556 | -79,493-69.39% | Reduce |
| Axis Wealth Partners, LLC |
| 0.27% | 0.28% | #5 | $571,980 | 30,432 | $517,363 | 27,541 | +2,891+10.50% | Add |
| Westside Investment Management, Inc. |
| 0.05% | 0.06% | #8 | $388,117 | 20,650 | $387,911 | 20,650 | 00.00% | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.02% | <0.01% | #12 | $355,784 | 18,930 | $5,947 | 317 | +18,613+5,871.61% | Add |
| Essex Financial Services, Inc. |
| 0.01% | 0.01% | #13 | $252,956 | 13,459 | $250,489 | 13,335 | +124+0.93% | Add |
| Huntleigh Advisors, Inc. |
| 0.03% | — | #10 | $249,974 | 13,300 | $0 | 0 | +13,300 | New Buy |
| Summit Financial, LLC |
| <0.01% | — | #20 | $232,457 | 12,368 | $0 | 0 | +12,368 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #27 | $212,327 | 11,294 | $0 | 0 | +11,294 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #30 | $26,313 | 1,400 | $23,913 | 1,273 | +127+9.98% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #29 | $4,210 | 224 | $0 | 0 | +224 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #31 | $22 | 1 | $0 | 0 | +1 | New Buy |
