| Cambria Investment Management, L.P. |
| 0.54% | 0.73% | #2 | $10.9M | 341,943 | $13.1M | 468,014 | -126,071-26.94% | Reduce |
| Kesler, Norman & Wride, LLC |
| 0.3% | 0.28% | #3 | $1.9M | 59,254 | $1.6M | 58,453 | +801+1.37% | Add |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 0.54% | 0.5% | #1 | $1.3M | 39,284 | $1.2M | 42,574 | -3,290-7.73% | Reduce |
| Betterment LLC |
| <0.01% | <0.01% | #7 | $643,510 | 20,145 | $575,000 | 20,537 | -392-1.91% | Reduce |
| Centric Wealth Management |
| 0.09% | 0.11% | #4 | $549,251 | 18,435 | $549,251 | 18,435 | 00.00% | Unchanged |
| ZEGA Investments, LLC |
| 0.05% | 0.05% | #5 | $487,049 | 15,247 | $422,468 | 15,079 | +168+1.11% | Add |
| Ascentis Independent Advisors |
| <0.01% | <0.01% | #6 | $8,236 | 294 | $24,962 | 891 | -597-67.00% | Reduce |
| UBS Group AG |
| <0.01% | — | #10 | $5,143 | 161 | $0 | 0 | +161 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #11 | $2,731 | 85 | $28,034 | 1,013 | -928-91.61% | Reduce |
| Ascentis Wealth Management, LLC |
| <0.01% | 0.06% | #8 | $728 | 26 | $284,202 | 10,144 | -10,118-99.74% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #9 | $448 | 14 | $393 | 14 | 00.00% | Unchanged |
