| Focus Partners Wealth |
| <0.01% | <0.01% | #10 | $3.2M | 96,051 | $2.6M | 95,861 | +190+0.20% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #9 | $3.1M | 94,472 | $2.1M | 77,520 | +16,952+21.87% | Add |
| Quattro Advisors LLC |
| 1.42% | 0.81% | #1 | $2.1M | 64,697 | $937,881 | 34,051 | +30,646+90.00% | Add |
| GTS SECURITIES LLC |
| 0.02% | — | #5 | $737,660 | 22,439 | $0 | 0 | +22,439 | New Buy |
| HILL ISLAND FINANCIAL LLC |
| 0.14% | 0.1% | #2 | $665,617 | 20,248 | $422,941 | 15,356 | +4,892+31.86% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #12 | $502,664 | 15,413 | $786,120 | 28,116 | -12,703-45.18% | Reduce |
| Vise Technologies, Inc. |
| <0.01% | <0.01% | #7 | $430,121 | 13,084 | $243,333 | 8,688 | +4,396+50.60% | Add |
| Ethic Inc. |
| <0.01% | <0.01% | #8 | $376,111 | 11,441 | $315,067 | 11,439 | +2+0.02% | Add |
| PFG Investments, LLC |
| 0.01% | — | #6 | $365,624 | 11,122 | $0 | 0 | +11,122 | New Buy |
| Sankala Group LLC |
| 0.09% | — | #3 | $125,788 | 3,779 | $0 | 0 | +3,779 | New Buy |
| Milestone Investment Advisors LLC |
| 0.03% | — | #4 | $124,922 | 3,800 | $0 | 0 | +3,800 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #11 | $69,890 | 2,126 | $58,557 | 2,126 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $69,812 | 2,124 | $21,755 | 790 | +1,334+168.86% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #15 | $21,927 | 667 | $42,513 | 1,544 | -877-56.80% | Reduce |
| TRUST CO OF VERMONT |
| <0.01% | — | #13 | $11,835 | 360 | $0 | 0 | +360 | New Buy |
