| Howard Capital Management, LLC |
| 10.56% | — | #4 | $895.9M | 9.3M | $0 | 0 | +9.3M | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 0.01% | 0.01% | #145 | $137.6M | 1.4M | $92.3M | 1.5M | -91,263-6.03% | Reduce |
| CITADEL ADVISORS LLC |
| 0.01% | 0.01% | #139 | $113.7M | 1.2M | $51.1M | 838,116 | +337,166+40.23% | Add |
| Main Street Group, LTD |
| 23.34% | 18.47% | #1 | $100.9M | 1.0M | $62.9M | 1.0M | +11,813+1.15% | Add |
| Clearstead Trust, LLC |
| 9.77% | 7.3% | #6 | $74.8M | 772,566 | $44.8M | 733,841 | +38,725+5.28% | Add |
| Focus Financial Network, Inc. |
| 1.8% | 1.31% | #13 | $58.0M | 599,844 | $36.6M | 599,468 | +376+0.06% | Add |
| Global View Capital Management LLC |
| 10.06% | 10.55% | #5 | $48.7M | 503,700 | $39.7M | 651,626 | -147,926-22.70% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #170 | $37.1M | 383,300 | $18.5M | 303,800 | +79,500+26.17% | Add |
| Dedeker Financial LLC |
| 19.64% | 14.75% | #2 | $34.5M | 357,061 | $16.9M | 277,528 | +79,533+28.66% | Add |
| Quadrature Capital Ltd |
| 0.24% | — | #39 | $28.6M | 295,650 | $0 | 0 | +295,650 | New Buy |
| Dale Q Rice Investment Management Ltd |
| 13.51% | 11.46% | #3 | $24.9M | 257,513 | $15.1M | 247,938 | +9,575+3.86% | Add |
| TOTH FINANCIAL ADVISORY CORP |
| 2.26% | 1.68% | #10 | $23.2M | 239,602 | $15.3M | 250,901 | -11,299-4.50% | Reduce |
| Westwood Wealth Management |
| 6.11% | 5.19% | #9 | $21.1M | 217,975 | $13.2M | 216,730 | +1,245+0.57% | Add |
| HRT FINANCIAL LP |
| 0.03% | <0.01% | #119 | $15.2M | 156,968 | $1.8M | 29,508 | +127,460+431.95% | Add |
| Mariner, LLC |
| 0.02% | 0.01% | #132 | $15.0M | 154,687 | $11.8M | 193,080 | -38,393-19.88% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #168 | $14.7M | 151,522 | $3.0M | 48,477 | +103,045+212.56% | Add |
| GenWealth Group, Inc. |
| 2.03% | 1.46% | #12 | $13.1M | 134,981 | $8.5M | 139,984 | -5,003-3.57% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #140 | $12.7M | 131,310 | $8.0M | 131,310 | 00.00% | Unchanged |
| REGIONS FINANCIAL CORP |
| 0.07% | 0.05% | #84 | $11.6M | 119,656 | $7.3M | 119,656 | 00.00% | Unchanged |
| Advisors Preferred, LLC |
| 1.74% | — | #14 | $11.2M | 124,151 | $0 | 0 | +124,151 | New Buy |
| HUB Investment Partners, LLC |
| 0.19% | 0.16% | #49 | $10.6M | 109,747 | $6.7M | 109,757 | -10-0.01% | Reduce |
| Connective Capital Management, LLC |
| 7.22% | 5.33% | #7 | $10.2M | 105,918 | $6.5M | 105,918 | 00.00% | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC |
| 0.01% | — | #136 | $9.9M | 102,000 | $0 | 0 | +102,000 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #161 | $8.5M | 88,309 | $5.2M | 85,436 | +2,873+3.36% | Add |
| Mesirow Financial Investment Management, Inc. |
| 0.13% | 0.08% | #58 | $8.5M | 87,780 | $5.2M | 86,000 | +1,780+2.07% | Add |
| Wealthcare Advisory Partners LLC |
| 0.16% | 0.1% | #53 | $8.2M | 84,860 | $5.2M | 85,710 | -850-0.99% | Reduce |
| Bryn Mawr Trust Advisors, LLC |
| 0.35% | 0.25% | #33 | $8.1M | 83,305 | $5.2M | 84,633 | -1,328-1.57% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #150 | $7.4M | 76,041 | $5.0M | 82,500 | -6,459-7.83% | Reduce |
| Discipline Wealth Solutions, LLC |
| 0.6% | 0.79% | #23 | $6.9M | 71,112 | $7.5M | 122,373 | -51,261-41.89% | Reduce |
| Arax Advisory Partners |
| 0.05% | 0.06% | #99 | $6.8M | 70,384 | $2.1M | 35,192 | +35,192+100.00% | Add |
| Focus Partners Wealth |
| 0.01% | <0.01% | #154 | $6.7M | 69,566 | $3.9M | 63,472 | +6,094+9.60% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.01% | 0.01% | #152 | $6.3M | 65,260 | $4.0M | 65,304 | -44-0.07% | Reduce |
| Sanctuary Advisors, LLC |
| 0.03% | 0.01% | #116 | $6.3M | 65,014 | $1.0M | 16,863 | +48,151+285.54% | Add |
| CIBC WORLD MARKET INC. |
| 0.01% | 0.01% | #148 | $5.8M | 59,558 | $3.6M | 59,558 | 00.00% | Unchanged |
| IEQ CAPITAL, LLC |
| 0.02% | 0.01% | #122 | $5.2M | 53,709 | $2.3M | 37,524 | +16,185+43.13% | Add |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
| 2.19% | — | #11 | $5.0M | 51,230 | $0 | 0 | +51,230 | New Buy |
| GTS SECURITIES LLC |
| 0.1% | 0.09% | #72 | $4.9M | 50,118 | $2.4M | 39,470 | +10,648+26.98% | Add |
| Marshall Financial Group, LLC |
| 0.69% | 0.51% | #20 | $4.8M | 49,251 | $3.2M | 52,020 | -2,769-5.32% | Reduce |
| SteelPeak Wealth, LLC |
| 0.12% | 0.09% | #61 | $4.7M | 49,020 | $3.0M | 49,020 | 00.00% | Unchanged |
| Composition Wealth, LLC |
| 0.05% | 0.04% | #93 | $4.7M | 48,266 | $3.1M | 50,829 | -2,563-5.04% | Reduce |
| PMV Capital Advisers, LLC |
| 6.68% | 3.28% | #8 | $4.4M | 45,937 | $1.9M | 31,902 | +14,035+43.99% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #180 | $4.4M | 45,701 | $2.8M | 45,500 | +201+0.44% | Add |
| SBI Securities Co., Ltd. |
| 0.1% | 0.07% | #73 | $4.4M | 45,267 | $2.5M | 41,102 | +4,165+10.13% | Add |
| Summit Financial, LLC |
| 0.05% | — | #97 | $4.4M | 45,117 | $0 | 0 | +45,117 | New Buy |
| Cresset Asset Management, LLC |
| 0.02% | 0.01% | #130 | $4.4M | 45,011 | $3.3M | 53,560 | -8,549-15.96% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #204 | $4.0M | 41,055 | $3.1M | 50,206 | -9,151-18.23% | Reduce |
| Squarepoint Ops LLC |
| <0.01% | <0.01% | #165 | $3.7M | 38,561 | $3.0M | 48,404 | -9,843-20.34% | Reduce |
| Latitude Advisors, LLC |
| 1.45% | 1.16% | #15 | $3.6M | 37,706 | $2.5M | 41,336 | -3,630-8.78% | Reduce |
| Sowell Financial Services LLC |
| 0.12% | 0.1% | #65 | $3.6M | 37,692 | $2.8M | 45,263 | -7,571-16.73% | Reduce |
| Tempus Wealth Planning, LLC |
| 0.6% | — | #22 | $3.1M | 32,161 | $0 | 0 | +32,161 | New Buy |
