| Composition Wealth, LLC |
| 0.24% | 0.28% | #7 | $20.8M | 413,265 | $20.5M | 411,846 | +1,419+0.34% | Add |
| AMERICAN CENTURY COMPANIES INC |
| 0.01% | 0.01% | #12 | $18.4M | 366,900 | $18.3M | 366,900 | 00.00% | Unchanged |
| San Luis Wealth Advisors LLC |
| 1.47% | 1.13% | #1 | $9.8M | 194,210 | $6.8M | 137,456 | +56,754+41.29% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #18 | $4.2M | 83,281 | $1.0M | 20,316 | +62,965+309.93% | Add |
| Weaver Consulting Group |
| 0.57% | 0.65% | #4 | $2.8M | 55,518 | $2.7M | 54,618 | +900+1.65% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #16 | $2.7M | 54,697 | $1.5M | 30,679 | +24,018+78.29% | Add |
| Ballast Rock Private Wealth LLC |
| 0.96% | 1.09% | #2 | $2.1M | 41,452 | $2.0M | 39,617 | +1,835+4.63% | Add |
| Cooper Capital Advisors LLC |
| 0.7% | 0.89% | #3 | $1.6M | 32,079 | $1.3M | 25,662 | +6,417+25.01% | Add |
| EHRLICH FINANCIAL GROUP |
| 0.55% | 0.41% | #5 | $1.1M | 21,389 | $716,011 | 14,372 | +7,017+48.82% | Add |
| WEALTHGARDEN F.S. LLC |
| 0.47% | 0.51% | #6 | $823,925 | 16,390 | $750,751 | 15,069 | +1,321+8.77% | Add |
| Mutual Advisors, LLC |
| 0.01% | — | #10 | $626,437 | 12,461 | $0 | 0 | +12,461 | New Buy |
| Hennion & Walsh Asset Management, Inc. |
| 0.01% | — | #9 | $508,732 | 10,120 | $0 | 0 | +10,120 | New Buy |
| Private Advisor Group, LLC |
| <0.01% | — | #13 | $462,333 | 9,197 | $0 | 0 | +9,197 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | — | #15 | $369,183 | 7,344 | $0 | 0 | +7,344 | New Buy |
| Almanack Investment Partners, LLC. |
| 0.04% | — | #8 | $316,651 | 6,299 | $0 | 0 | +6,299 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #20 | $287,846 | 5,726 | $204,347 | 4,102 | +1,624+39.59% | Add |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| 0.01% | 0.01% | #11 | $274,015 | 5,500 | $274,015 | 5,500 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #17 | $272,212 | 5,415 | $0 | 0 | +5,415 | New Buy |
| Mariner, LLC |
| <0.01% | <0.01% | #19 | $254,639 | 5,065 | $659,432 | 13,236 | -8,171-61.73% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | 0.01% | #14 | $155,837 | 3,100 | $571,957 | 11,444 | -8,344-72.91% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #21 | $25,336 | 504 | $0 | 0 | +504 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #22 | $3,217 | 64 | $0 | 0 | +64 | New Buy |
| UBS Group AG |
| <0.01% | — | #23 | $2,765 | 55 | $0 | 0 | +55 | New Buy |
