| Beacon Financial Advisory LLC |
| 0.53% | 0.57% | #1 | $2.7M | 90,112 | $2.5M | 89,356 | +756+0.85% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #14 | $1.5M | 51,471 | $1.8M | 65,003 | -13,532-20.82% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | <0.01% | #9 | $1.3M | 41,896 | $604,739 | 21,461 | +20,435+95.22% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #15 | $1.2M | 39,541 | $999,407 | 35,467 | +4,074+11.49% | Add |
| Fearless Solutions, LLC dba Best Invest |
| 0.49% | 0.46% | #2 | $923,191 | 30,845 | $755,804 | 26,822 | +4,023+15.00% | Add |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #8 | $820,292 | 27,407 | $485,713 | 17,237 | +10,170+59.00% | Add |
| William Mack & Associates, Inc. |
| 0.28% | — | #4 | $784,064 | 26,197 | $0 | 0 | +26,197 | New Buy |
| Ausdal Financial Partners, Inc. |
| 0.03% | 0.03% | #7 | $740,917 | 24,755 | $675,157 | 23,960 | +795+3.32% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #16 | $726,126 | 24,261 | $666,276 | 23,645 | +616+2.61% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #24 | $680,069 | 22,722 | $0 | 0 | +22,722 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #12 | $419,391 | 14,012 | $394,792 | 14,010 | +2+0.01% | Add |
| Cetera Investment Advisers |
| <0.01% | — | #19 | $401,062 | 13,400 | $0 | 0 | +13,400 | New Buy |
| Sonoma Private Wealth LLC |
| 0.35% | 0.38% | #3 | $327,161 | 10,931 | $307,765 | 10,922 | +9+0.08% | Add |
| Kingsview Wealth Management, LLC |
| 0.01% | <0.01% | #10 | $313,091 | 11,111 | $313,091 | 11,111 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #17 | $262,725 | 8,778 | $243,000 | 8,607 | +171+1.99% | Add |
| Aurora Private Wealth, Inc. |
| 0.14% | 0.27% | #5 | $220,375 | 7,363 | $377,000 | 13,069 | -5,706-43.66% | Reduce |
| Capital Analysts, LLC |
| <0.01% | <0.01% | #11 | $159,467 | 5,328 | $109,000 | 3,792 | +1,536+40.51% | Add |
| KERR FINANCIAL PLANNING Corp |
| 0.06% | 0.06% | #6 | $52,588 | 1,757 | $51,339 | 1,757 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #18 | $38,597 | 1,290 | $0 | 0 | +1,290 | New Buy |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #13 | $29,930 | 1,000 | $28,178 | 1,000 | 00.00% | Unchanged |
| Atlantic Union Bankshares Corp |
| <0.01% | <0.01% | #21 | $8,979 | 300 | $8,454 | 300 | 00.00% | Unchanged |
| SBI Securities Co., Ltd. |
| <0.01% | <0.01% | #22 | $4,579 | 153 | $4,311 | 153 | 00.00% | Unchanged |
| Elevated Capital Advisors, LLC |
| <0.01% | <0.01% | #20 | $977 | 33 | $902 | 32 | +1+3.13% | Add |
| Private Wealth Asset Management, LLC |
| <0.01% | <0.01% | #23 | $748 | 25 | $704 | 25 | 00.00% | Unchanged |
