| RENAISSANCERE HOLDINGS LTD |
| 56.12% | 57.92% | #1 | $236.5M | 5.1M | $235.3M | 5.1M | 00.00% | Unchanged |
| FACTORY MUTUAL INSURANCE CO |
| 0.93% | 1.11% | #16 | $99.0M | 2.1M | $98.5M | 2.1M | 00.00% | Unchanged |
| LPL Financial LLC |
| 0.02% | 0.01% | #90 | $73.4M | 1.6M | $55.1M | 1.2M | +384,069+32.40% | Add |
| Wealthspire Advisors, LLC |
| 0.39% | 0.55% | #23 | $72.0M | 1.5M | $70.4M | 1.5M | +24,649+1.63% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #120 | $68.0M | 1.5M | $66.4M | 1.4M | +24,790+1.74% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #111 | $34.7M | 741,981 | $43.4M | 932,601 | -190,620-20.44% | Reduce |
| Apollon Wealth Management, LLC |
| 0.39% | 0.37% | #24 | $32.3M | 691,210 | $22.5M | 484,187 | +207,023+42.76% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #147 | $31.4M | 672,278 | $21.8M | 455,644 | +216,634+47.54% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #115 | $23.6M | 504,348 | $33.5M | 719,874 | -215,526-29.94% | Reduce |
| SHP Wealth Management |
| 1.59% | <0.01% | #13 | $23.1M | 493,375 | $9,397 | 202 | +493,173+244,145.05% | Add |
| Savvy Advisors, Inc. |
| 0.46% | 0.46% | #20 | $21.7M | 463,561 | $17.4M | 373,840 | +89,721+24.00% | Add |
| Capital Investment Counsel, LLC |
| 2.57% | 2.73% | #8 | $20.8M | 444,243 | $19.9M | 428,189 | +16,054+3.75% | Add |
| LIBERTY SQUARE WEALTH PARTNERS LLC |
| 4.88% | 5.12% | #3 | $20.5M | 438,332 | $18.3M | 394,128 | +44,204+11.22% | Add |
| Cornerstone Planning Group LLC |
| 2.35% | 2.41% | #10 | $18.7M | 402,928 | $18.1M | 385,864 | +17,064+4.42% | Add |
| MANNING & NAPIER ADVISORS LLC |
| 0.21% | 0.14% | #37 | $16.0M | 342,455 | $10.0M | 217,378 | +125,077+57.54% | Add |
| Boyd Wealth Management, LLC |
| 5.73% | 5.67% | #2 | $15.1M | 323,904 | $13.4M | 288,504 | +35,400+12.27% | Add |
| IMA Advisory Services, Inc. |
| 0.87% | 1.33% | #17 | $13.9M | 297,804 | $13.6M | 293,361 | +4,443+1.51% | Add |
| Betterment LLC |
| 0.02% | 0.03% | #84 | $13.9M | 296,948 | $17.0M | 364,714 | -67,766-18.58% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #93 | $13.1M | 279,478 | $10.3M | 222,118 | +57,360+25.82% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #103 | $11.5M | 245,107 | $13.4M | 288,508 | -43,401-15.04% | Reduce |
| Outlook Wealth Advisors, LLC |
| 2.43% | 2.74% | #9 | $11.3M | 242,213 | $11.5M | 247,330 | -5,117-2.07% | Reduce |
| TL Private Wealth |
| 4.12% | 4.19% | #5 | $11.2M | 241,161 | $10.6M | 226,924 | +14,237+6.27% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #140 | $9.5M | 204,131 | $8.9M | 190,521 | +13,610+7.14% | Add |
| State of New Jersey Common Pension Fund D |
| 0.03% | 0.04% | #79 | $9.4M | 200,000 | $9.3M | 200,000 | 00.00% | Unchanged |
| Daybright Advisory Services, Inc. |
| 1.63% | 1.8% | #12 | $7.0M | 150,399 | $6.5M | 139,857 | +10,542+7.54% | Add |
| Equitable Holdings, Inc. |
| 0.04% | 0.04% | #68 | $6.8M | 144,574 | $5.8M | 122,760 | +21,814+17.77% | Add |
| COTTONWOOD CAPITAL ADVISORS, LLC |
| 3.92% | 4.4% | #6 | $6.5M | 138,985 | $6.2M | 134,104 | +4,881+3.64% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.03% | 0.03% | #81 | $5.9M | 126,690 | $5.9M | 125,788 | +902+0.72% | Add |
| Waverly Advisors, LLC |
| 0.03% | 0.04% | #78 | $5.7M | 122,603 | $5.4M | 116,599 | +6,004+5.15% | Add |
| Avior Wealth Management, LLC |
| 0.16% | 0.16% | #42 | $5.6M | 119,315 | $5.6M | 119,315 | 00.00% | Unchanged |
| BEACON FINANCIAL PLANNING, INC |
| 1.86% | 1.9% | #11 | $5.5M | 117,216 | $4.9M | 105,420 | +11,796+11.19% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #106 | $5.5M | 116,964 | $6.6M | 142,026 | -25,062-17.65% | Reduce |
| Triad Wealth Partners, LLC |
| 0.31% | 0.38% | #32 | $5.2M | 112,904 | $4.7M | 101,890 | +11,014+10.81% | Add |
| FIRST CITIZENS BANK & TRUST CO |
| 0.08% | 0.1% | #59 | $5.2M | 111,317 | $4.9M | 104,985 | +6,332+6.03% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.04% | 0.03% | #74 | $5.2M | 110,135 | $3.6M | 77,334 | +32,801+42.41% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #178 | $4.8M | 103,481 | $4.2M | 90,659 | +12,822+14.14% | Add |
| SAX WEALTH ADVISORS, LLC |
| 0.19% | 0.23% | #39 | $4.7M | 100,846 | $4.8M | 101,204 | -358-0.35% | Reduce |
| Mascagni Wealth Management, Inc. |
| 2.82% | 3.48% | #7 | $4.5M | 97,118 | $4.9M | 105,072 | -7,954-7.57% | Reduce |
| Provident Living Financial Services, Inc. |
| 4.45% | 4.59% | #4 | $4.5M | 96,437 | $4.2M | 89,430 | +7,007+7.84% | Add |
| IFP Advisors, Inc |
| 0.08% | 0.08% | #58 | $4.3M | 92,977 | $4.0M | 86,326 | +6,651+7.70% | Add |
| Dynamic Advisor Solutions LLC |
| 0.11% | 0.1% | #53 | $3.7M | 79,930 | $3.2M | 69,206 | +10,724+15.50% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #170 | $3.7M | 79,873 | $1.4M | 30,032 | +49,841+165.96% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #112 | $3.3M | 71,080 | $3.7M | 79,704 | -8,624-10.82% | Reduce |
| Simplicity Wealth,LLC |
| 0.11% | — | #50 | $3.3M | 70,993 | $0 | 0 | +70,993 | New Buy |
| Sanctuary Advisors, LLC |
| 0.02% | 0.01% | #95 | $3.3M | 70,059 | $2.7M | 58,794 | +11,265+19.16% | Add |
| MA Private Wealth |
| 0.43% | 1.23% | #22 | $2.9M | 61,876 | $7.2M | 155,838 | -93,962-60.29% | Reduce |
| ASSETMARK, INC |
| <0.01% | 0.01% | #119 | $2.8M | 59,552 | $2.7M | 58,378 | +1,174+2.01% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #183 | $2.6M | 54,689 | $7.2M | 154,876 | -100,187-64.69% | Reduce |
| CORRECT CAPITAL WEALTH MANAGEMENT |
| 0.44% | 0.47% | #21 | $2.5M | 54,502 | $2.5M | 54,322 | +180+0.33% | Add |
| RETIREMENT PLANNING GROUP, LLC / NY |
| 1.36% | 1.68% | #14 | $2.5M | 53,381 | $2.6M | 56,020 | -2,639-4.71% | Reduce |
