| JENSEN INVESTMENT MANAGEMENT INC |
| 0.36% | 0.28% | #3 | $14.8M | 544,862 | $14.0M | 574,732 | -29,870-5.20% | Reduce |
| Cerity Partners LLC |
| <0.01% | 0.01% | #12 | $3.0M | 110,108 | $4.8M | 195,877 | -85,769-43.79% | Reduce |
| Bill Few Associates, Inc. |
| 0.4% | 0.69% | #2 | $1.9M | 69,086 | $2.9M | 117,950 | -48,864-41.43% | Reduce |
| ENTRUST FINANCIAL LLC |
| 1.02% | 0.95% | #1 | $1.6M | 57,765 | $1.4M | 55,838 | +1,927+3.45% | Add |
| Hamilton Point Investment Advisors, LLC |
| 0.2% | 0.2% | #5 | $1.4M | 51,332 | $1.3M | 54,005 | -2,673-4.95% | Reduce |
| DMKC Advisory Services, LLC |
| 0.26% | 1.17% | #4 | $1.4M | 50,647 | $2.8M | 115,650 | -65,003-56.21% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | — | #13 | $1.3M | 48,728 | $0 | 0 | +48,728 | New Buy |
| Snowden Capital Advisors LLC |
| 0.01% | 0.02% | #10 | $557,097 | 20,542 | $623,966 | 25,662 | -5,120-19.95% | Reduce |
| KELLEHER FINANCIAL ADVISORS |
| 0.07% | 0.43% | #6 | $484,533 | 17,866 | $1.7M | 64,037 | -46,171-72.10% | Reduce |
| OneAscent Financial Services LLC |
| 0.02% | 0.03% | #8 | $431,640 | 15,916 | $549,174 | 22,586 | -6,670-29.53% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #14 | $364,894 | 13,455 | $238,910 | 9,826 | +3,629+36.93% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #17 | $352,327 | 12,991 | $492,854 | 20,270 | -7,279-35.91% | Reduce |
| Essex Financial Services, Inc. |
| 0.02% | 0.02% | #9 | $339,967 | 12,536 | $340,625 | 14,009 | -1,473-10.51% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #15 | $302,319 | 11,147 | $367,159 | 15,114 | -3,967-26.25% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #19 | $159,777 | 5,950 | $0 | 0 | +5,950 | New Buy |
| Aberdeen Wealth Management LLC |
| 0.06% | — | #7 | $123,396 | 4,550 | $0 | 0 | +4,550 | New Buy |
| Lodestone Wealth Management LLC |
| 0.01% | 0.01% | #11 | $22,908 | 845 | $20,508 | 843 | +2+0.24% | Add |
| MCF Advisors LLC |
| <0.01% | <0.01% | #18 | $5,424 | 200 | $4,863 | 200 | 00.00% | Unchanged |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #16 | $1,492 | 55 | $1,338 | 55 | 00.00% | Unchanged |
