| Betterment LLC |
| 0.1% | 0.1% | #1 | $60.7M | 1.2M | $54.8M | 1.1M | +33,359+2.96% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #6 | $4.0M | 76,339 | $6.4M | 130,967 | -54,628-41.71% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #7 | $1.5M | 29,500 | $0 | 0 | +29,500 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #8 | $423,428 | 8,099 | $391,762 | 8,051 | +48+0.60% | Add |
| Wealthfront Advisers LLC |
| <0.01% | <0.01% | #4 | $266,994 | 5,107 | $262,618 | 5,397 | -290-5.37% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #2 | $145,434 | 2,782 | $0 | 0 | +2,782 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #17 | $103,947 | 1,988 | $68,230 | 1,402 | +586+41.80% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #10 | $77,489 | 1,480 | $71,576 | 1,471 | +9+0.61% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #13 | $62,736 | 1,200 | $58,392 | 1,200 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #9 | $61,443 | 1,175 | $56,738 | 1,166 | +9+0.77% | Add |
| UBS Group AG |
| <0.01% | — | #15 | $59,965 | 1,147 | $0 | 0 | +1,147 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #18 | $47,276 | 904 | $134,735 | 2,987 | -2,083-69.74% | Reduce |
| FRANKLIN RESOURCES INC |
| <0.01% | — | #19 | $11,763 | 225 | $0 | 0 | +225 | New Buy |
| HANTZ FINANCIAL SERVICES, INC. |
| <0.01% | — | #12 | $3,137 | 60 | $0 | 0 | +60 | New Buy |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #20 | $1,307 | 25 | $1,217 | 25 | 00.00% | Unchanged |
| Medallion Wealth Advisors, LLC |
| <0.01% | <0.01% | #5 | $1,202 | 23 | $1,119 | 23 | 00.00% | Unchanged |
| Oakworth Capital, Inc. |
| <0.01% | — | #11 | $1,201 | 23 | $0 | 0 | +23 | New Buy |
| Silver Grove Financial Group, Inc. |
| <0.01% | <0.01% | #3 | $1,089 | 21 | $1,007 | 21 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | — | #21 | $575 | 11 | $0 | 0 | +11 | New Buy |
| MASECO LLP |
| <0.01% | <0.01% | #16 | $209 | 4 | $195 | 4 | 00.00% | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | <0.01% | #22 | $105 | 2 | $1,606 | 33 | -31-93.94% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #23 | $99 | 2 | $46 | 1 | +1+100.00% | Add |
| HFM Investment Advisors, LLC |
| <0.01% | <0.01% | #14 | $28 | 1 | $25 | 1 | 00.00% | Unchanged |
