| Auto-Owners Insurance Co |
| 11.36% | 7.79% | #2 | $503.0M | 1.3M | $371.8M | 1.5M | -169,100-11.61% | Reduce |
| LPL Financial LLC |
| 0.03% | 0.02% | #99 | $111.3M | 284,922 | $73.4M | 287,423 | -2,501-0.87% | Reduce |
| Global Assets Advisory, LLC |
| 1.78% | 0.09% | #11 | $103.4M | 264,517 | $6.6M | 264,517 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #118 | $83.9M | 214,822 | $52.4M | 205,186 | +9,636+4.70% | Add |
| McMill Wealth Management |
| 15.67% | 1.23% | #1 | $70.9M | 181,247 | $4.6M | 181,247 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #171 | $59.6M | 152,450 | $40.9M | 150,363 | +2,087+1.39% | Add |
| AlTi Global, Inc. |
| 1.21% | 0.59% | #12 | $58.8M | 150,434 | $27.3M | 106,824 | +43,610+40.82% | Add |
| BANK OF NOVA SCOTIA |
| 0.05% | 0.02% | #76 | $33.9M | 86,818 | $11.3M | 44,422 | +42,396+95.44% | Add |
| New Harbor Financial Group, LLC |
| 5.21% | 4.73% | #3 | $32.9M | 84,333 | $26.8M | 105,050 | -20,717-19.72% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #186 | $30.7M | 78,566 | $19.7M | 77,150 | +1,416+1.84% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.01% | #115 | $28.2M | 72,224 | $24.1M | 94,501 | -22,277-23.57% | Reduce |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.12% | — | #47 | $27.3M | 69,927 | $0 | 0 | +69,927 | New Buy |
| GoalVest Advisory LLC |
| 4.28% | 2.77% | #5 | $23.1M | 59,120 | $14.2M | 55,614 | +3,506+6.30% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #154 | $22.9M | 57,262 | $14.3M | 56,054 | +1,208+2.16% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #175 | $21.7M | 55,604 | $13.4M | 52,461 | +3,143+5.99% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #148 | $20.1M | 51,427 | $11.4M | 44,511 | +6,916+15.54% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #157 | $19.2M | 49,094 | $12.7M | 49,688 | -594-1.20% | Reduce |
| Private Advisor Group, LLC |
| 0.08% | 0.05% | #59 | $18.0M | 45,997 | $9.8M | 38,269 | +7,728+20.19% | Add |
| Sanctuary Advisors, LLC |
| 0.08% | 0.06% | #60 | $17.6M | 44,949 | $11.8M | 46,032 | -1,083-2.35% | Reduce |
| Beaumont Financial Advisors, LLC |
| 0.75% | — | #14 | $11.8M | 30,309 | $0 | 0 | +30,309 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #100 | $10.4M | 26,658 | $7.2M | 28,292 | -1,634-5.78% | Reduce |
| Creative Planning |
| 0.01% | <0.01% | #141 | $10.3M | 26,460 | $894,425 | 3,504 | +22,956+655.14% | Add |
| Prostatis Group LLC |
| 2.4% | 2.45% | #7 | $10.3M | 26,382 | $9.6M | 37,438 | -11,056-29.53% | Reduce |
| Pinion Investment Advisors, LLC |
| 1.84% | 1.43% | #9 | $9.7M | 24,801 | $6.1M | 24,013 | +788+3.28% | Add |
| Smartleaf Asset Management LLC |
| 0.31% | 0.22% | #25 | $9.5M | 25,072 | $6.1M | 25,072 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #194 | $9.4M | 24,035 | $7.7M | 30,006 | -5,971-19.90% | Reduce |
| GENTRY PRIVATE WEALTH, LLC |
| 4.66% | 3.38% | #4 | $9.0M | 23,163 | $5.6M | 22,009 | +1,154+5.24% | Add |
| Luken Investment Analytics, LLC |
| 3.06% | — | #6 | $8.8M | 22,430 | $0 | 0 | +22,430 | New Buy |
| Cetera Investment Advisers |
| 0.01% | <0.01% | #140 | $6.7M | 17,085 | $1.2M | 4,685 | +12,400+264.67% | Add |
| TCV Trust & Wealth Management, Inc. |
| 0.48% | — | #19 | $6.3M | 16,186 | $0 | 0 | +16,186 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #172 | $5.9M | 15,112 | $3.9M | 15,112 | 00.00% | Unchanged |
| FIRST NATIONAL BANK OF OMAHA |
| 0.16% | 0.11% | #38 | $5.7M | 15,051 | $3.7M | 15,231 | -180-1.18% | Reduce |
| PARSONS CAPITAL MANAGEMENT INC/RI |
| 0.26% | 0.17% | #27 | $5.7M | 14,585 | $3.8M | 14,705 | -120-0.82% | Reduce |
| US BANCORP \DE\ |
| 0.01% | <0.01% | #139 | $5.6M | 14,454 | $1.6M | 6,118 | +8,336+136.25% | Add |
| SFG Wealth Management, LLC. |
| 1.84% | 1.3% | #8 | $5.1M | 13,096 | $3.1M | 12,327 | +769+6.24% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #151 | $5.0M | 12,899 | $3.2M | 12,555 | +344+2.74% | Add |
| MARSHALL WACE, LLP |
| <0.01% | — | #164 | $4.9M | 12,633 | $0 | 0 | +12,633 | New Buy |
| Private Wealth Group, LLC |
| 1.83% | 1.35% | #10 | $4.7M | 12,121 | $2.9M | 11,342 | +779+6.87% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #152 | $4.1M | 10,366 | $2.0M | 7,883 | +2,483+31.50% | Add |
| KPP Advisory Services LLC |
| 0.47% | 0.43% | #20 | $3.7M | 9,562 | $3.0M | 11,612 | -2,050-17.65% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #155 | $3.7M | 9,358 | $2.3M | 9,031 | +327+3.62% | Add |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #160 | $3.4M | 8,816 | $2.3M | 9,162 | -346-3.78% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #199 | $3.1M | 8,351 | $2.1M | 8,366 | -15-0.18% | Reduce |
| Geneva Partners, LLC |
| 0.78% | 0.91% | #13 | $2.9M | 7,532 | $1.9M | 7,441 | +91+1.22% | Add |
| Mutual Advisors, LLC |
| 0.05% | 0.04% | #75 | $2.8M | 7,146 | $1.9M | 7,449 | -303-4.07% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | <0.01% | #149 | $2.8M | 7,080 | $1.8M | 7,187 | -107-1.49% | Reduce |
| Koshinski Asset Management, Inc. |
| 0.14% | 0.11% | #41 | $2.7M | 6,818 | $1.7M | 6,817 | +1+0.01% | Add |
| IHT Wealth Management, LLC |
| 0.06% | 0.04% | #73 | $2.7M | 6,792 | $1.6M | 6,214 | +578+9.30% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #162 | $2.6M | 6,699 | $1.7M | 6,698 | +1+0.01% | Add |
| Quadcap Wealth Management, LLC |
| 0.23% | 0.11% | #29 | $2.4M | 6,080 | $941,071 | 3,687 | +2,393+64.90% | Add |
