| LPL Financial LLC |
| <0.01% | 0.01% | #11 | $19.7M | 782,623 | $20.9M | 841,488 | -58,865-7.00% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #13 | $6.5M | 258,876 | $1.9M | 77,127 | +181,749+235.65% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #15 | $6.4M | 255,309 | $1.1M | 43,854 | +211,455+482.18% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #12 | $2.6M | 104,209 | $781,000 | 31,432 | +72,777+231.54% | Add |
| FAS Wealth Partners, Inc. |
| 0.09% | 0.1% | #6 | $1.8M | 71,791 | $1.7M | 67,656 | +4,135+6.11% | Add |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
| 0.2% | — | #2 | $1.8M | 70,443 | $0 | 0 | +70,443 | New Buy |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | 0.02% | #10 | $1.6M | 62,443 | $1.6M | 62,387 | +56+0.09% | Add |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
| 0.19% | 0.22% | #3 | $1.3M | 51,936 | $1.3M | 51,936 | 00.00% | Unchanged |
| Platt Wealth Management LLC |
| 0.82% | 0.89% | #1 | $1.0M | 40,475 | $916,531 | 36,875 | +3,600+9.76% | Add |
| Ascentis Independent Advisors |
| 0.1% | 0.06% | #5 | $782,933 | 31,500 | $782,933 | 31,500 | 00.00% | Unchanged |
| Landmark Wealth Management, LLC |
| 0.16% | 0.18% | #4 | $687,519 | 27,293 | $682,161 | 27,446 | -153-0.56% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #17 | $578,287 | 22,957 | $0 | 0 | +22,957 | New Buy |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #14 | $500,960 | 19,887 | $371,459 | 14,945 | +4,942+33.07% | Add |
| Aspen Grove Capital, LLC |
| 0.06% | — | #7 | $404,216 | 16,000 | $0 | 0 | +16,000 | New Buy |
| Marshall Financial Group, LLC |
| 0.06% | 0.06% | #8 | $387,498 | 15,383 | $382,346 | 15,383 | 00.00% | Unchanged |
| CRA Financial Services, LLC |
| 0.04% | 0.04% | #9 | $314,875 | 12,500 | $310,689 | 12,500 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #18 | $216,735 | 8,604 | $762,778 | 30,689 | -22,085-71.96% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #16 | $120,988 | 4,803 | $101,434 | 4,081 | +722+17.69% | Add |
