| Prosperity Consulting Group, LLC |
| 0.8% | — | #2 | $21.2M | 783,235 | $0 | 0 | +783,235 | New Buy |
| BlackRock, Inc. |
| <0.01% | <0.01% | #15 | $10.8M | 400,000 | $10.6M | 400,000 | 00.00% | Unchanged |
| BIP Wealth, LLC |
| 0.22% | 0.32% | #6 | $7.8M | 288,154 | $7.9M | 298,159 | -10,005-3.36% | Reduce |
| J. L. Bainbridge & Co., Inc. |
| 0.41% | 0.36% | #5 | $5.2M | 193,208 | $4.1M | 153,894 | +39,314+25.55% | Add |
| FC Advisory LLC |
| 0.66% | 0.52% | #3 | $2.5M | 92,299 | $1.8M | 67,042 | +25,257+37.67% | Add |
| JIM SAULNIER & ASSOCIATES, LLC |
| 0.9% | 1.31% | #1 | $2.2M | 82,922 | $2.7M | 101,581 | -18,659-18.37% | Reduce |
| Crewe Advisors LLC |
| 0.09% | 0.14% | #8 | $1.3M | 47,527 | $1.6M | 61,748 | -14,221-23.03% | Reduce |
| Blue Sky Capital Consultants Group, Inc. |
| 0.46% | 0.11% | #4 | $1.1M | 40,058 | $223,921 | 8,426 | +31,632+375.41% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #19 | $1.0M | 37,805 | $535,699 | 20,158 | +17,647+87.54% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #13 | $882,291 | 32,611 | $391,742 | 14,741 | +17,870+121.23% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | — | #11 | $539,097 | 19,926 | $0 | 0 | +19,926 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #12 | $453,478 | 16,761 | $448,610 | 16,903 | -142-0.84% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #17 | $388,456 | 14,358 | $387,782 | 14,592 | -234-1.60% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #16 | $377,417 | 13,950 | $0 | 0 | +13,950 | New Buy |
| Grantvest Financial Group LLC |
| 0.17% | 0.18% | #7 | $288,786 | 10,674 | $283,662 | 10,674 | 00.00% | Unchanged |
| Kovack Advisors, Inc. |
| 0.01% | 0.01% | #10 | $275,256 | 10,174 | $270,373 | 10,174 | 00.00% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. |
| 0.01% | 0.02% | #9 | $148,721 | 5,497 | $146,083 | 5,497 | 00.00% | Unchanged |
| Blue Trust, Inc. |
| <0.01% | — | #14 | $39,419 | 1,457 | $0 | 0 | +1,457 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #18 | $16,233 | 600 | $0 | 0 | +600 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #20 | $4,194 | 155 | $4,119 | 155 | 00.00% | Unchanged |
