| BlackRock, Inc. |
| <0.01% | <0.01% | #4 | $2.2M | 60,500 | $2.5M | 73,000 | -12,500-17.12% | Reduce |
| Ignite Planners, LLC |
| 0.04% | 0.04% | #1 | $288,245 | 8,037 | $265,224 | 7,721 | +316+4.09% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #5 | $154,000 | 4,306 | $154,000 | 4,477 | -171-3.82% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | — | #2 | $62,905 | 1,758 | $0 | 0 | +1,758 | New Buy |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #6 | $24,730 | 691 | $23,736 | 691 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #10 | $5,304 | 149 | $1,845 | 55 | +94+170.91% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #7 | $4,545 | 127 | $0 | 0 | +127 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #9 | $3,185 | 89 | $3,057 | 89 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #3 | $2,914 | 81 | $2,747 | 81 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #8 | $1,002 | 28 | $0 | 0 | +28 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #11 | $39 | 1 | $0 | 0 | +1 | New Buy |
