| LBMC INVESTMENT ADVISORS, LLC |
| 0.23% | 0.22% | #2 | $4.2M | 164,572 | $3.6M | 141,351 | +23,221+16.43% | Add |
| First Western Trust Bank |
| 0.08% | 0.02% | #3 | $1.7M | 66,035 | $488,310 | 19,339 | +46,696+241.46% | Add |
| Straight Path Wealth Management |
| 0.29% | 0.32% | #1 | $1.2M | 49,163 | $1.2M | 47,939 | +1,224+2.55% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #8 | $1.0M | 39,462 | $0 | 0 | +39,462 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #6 | $901,979 | 35,490 | $0 | 0 | +35,490 | New Buy |
| MCF Advisors LLC |
| 0.02% | 0.02% | #5 | $532,038 | 20,934 | $528,584 | 20,934 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #12 | $310,343 | 12,211 | $51,284 | 1,987 | +10,224+514.54% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #9 | $99,118 | 3,900 | $98,475 | 3,900 | 00.00% | Unchanged |
| CNB Bank |
| 0.03% | 0.03% | #4 | $65,139 | 2,563 | $61,660 | 2,442 | +121+4.95% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #11 | $39,698 | 1,562 | $0 | 0 | +1,562 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #13 | $16,876 | 664 | $17,094 | 677 | -13-1.92% | Reduce |
| Bogart Wealth, LLC |
| <0.01% | <0.01% | #7 | $14,766 | 581 | $14,670 | 581 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #10 | $10,954 | 431 | $10,883 | 431 | 00.00% | Unchanged |
