| HM PAYSON & CO |
| 0.63% | 0.57% | #4 | $47.7M | 1.9M | $39.2M | 1.6M | +347,290+22.37% | Add |
| Beaumont Financial Advisors, LLC |
| 1.71% | 0.24% | #1 | $26.8M | 1.1M | $3.6M | 140,961 | +928,483+658.68% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #10 | $15.3M | 610,004 | $1.1M | 43,781 | +566,223+1,293.31% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #12 | $1.8M | 73,189 | $1.7M | 66,963 | +6,226+9.30% | Add |
| Treasure Coast Financial Planning |
| 0.84% | 0.94% | #3 | $1.7M | 68,889 | $1.8M | 72,031 | -3,142-4.36% | Reduce |
| Gilbert Capital Group, Inc. |
| 1.09% | — | #2 | $1.6M | 62,169 | $0 | 0 | +62,169 | New Buy |
| Spinnaker Investment Group, LLC |
| 0.23% | 0.21% | #6 | $1.4M | 56,192 | $1.0M | 40,388 | +15,804+39.13% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #13 | $1.4M | 54,946 | $596,246 | 23,615 | +31,331+132.67% | Add |
| RFP Financial Group LLC |
| 0.38% | 0.22% | #5 | $842,457 | 33,367 | $412,764 | 16,348 | +17,019+104.10% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #18 | $611,282 | 24,349 | $399,382 | 15,818 | +8,531+53.93% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #17 | $410,442 | 16,349 | $0 | 0 | +16,349 | New Buy |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #9 | $279,235 | 11,123 | $230,335 | 9,123 | +2,000+21.92% | Add |
| Strategic Blueprint, LLC |
| 0.01% | 0.01% | #8 | $251,050 | 10,000 | $252,486 | 10,000 | 00.00% | Unchanged |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| 0.02% | — | #7 | $120,253 | 4,790 | $0 | 0 | +4,790 | New Buy |
| CARY STREET PARTNERS FINANCIAL LLC |
| <0.01% | — | #11 | $95,022 | 3,785 | $0 | 0 | +3,785 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #20 | $83,524 | 3,327 | $84,002 | 3,327 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #16 | $44,546 | 1,774 | $0 | 0 | +1,774 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | — | #19 | $37,457 | 1,492 | $0 | 0 | +1,492 | New Buy |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #14 | $13,657 | 544 | $0 | 0 | +544 | New Buy |
| Clearstead Trust, LLC |
| <0.01% | <0.01% | #15 | $3,088 | 123 | $3,106 | 123 | 00.00% | Unchanged |
