| Advisory Resource Group |
| 0.68% | 0.71% | #2 | $4.5M | 157,788 | $4.1M | 148,086 | +9,702+6.55% | Add |
| Client First Investment Management LLC |
| 1.58% | — | #1 | $3.8M | 130,099 | $0 | 0 | +130,099 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | — | #11 | $1.3M | 46,620 | $0 | 0 | +46,620 | New Buy |
| VestGen Advisors, LLC |
| 0.03% | 0.02% | #5 | $981,679 | 34,057 | $710,676 | 24,779 | +9,278+37.44% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #10 | $743,515 | 25,794 | $0 | 0 | +25,794 | New Buy |
| Essex Financial Services, Inc. |
| 0.03% | 0.02% | #6 | $539,880 | 18,730 | $334,477 | 12,088 | +6,642+54.95% | Add |
| Hidden Cove Wealth Management, LLC |
| 0.22% | 0.24% | #3 | $401,503 | 13,929 | $369,149 | 13,341 | +588+4.41% | Add |
| Tactive Advisors, LLC |
| 0.08% | 0.08% | #4 | $329,966 | 11,447 | $293,015 | 10,590 | +857+8.09% | Add |
| Capital Analysts, LLC |
| <0.01% | — | #7 | $54,969 | 1,907 | $0 | 0 | +1,907 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #13 | $51,366 | 1,782 | $49,308 | 1,782 | 00.00% | Unchanged |
| Arax Advisory Partners |
| <0.01% | — | #12 | $16,244 | 564 | $0 | 0 | +564 | New Buy |
| VIRTUS ADVISERS, LLC |
| <0.01% | <0.01% | #8 | $2,911 | 101 | $3,597 | 130 | -29-22.31% | Reduce |
| Virtus Fixed Income Advisers, LLC |
| <0.01% | <0.01% | #9 | $1,499 | 52 | $1,716 | 62 | -10-16.13% | Reduce |
| FMR LLC |
| <0.01% | — | #14 | $29 | 1 | $0 | 0 | +1 | New Buy |
