| Betterment LLC |
| 0.01% | 0.01% | #6 | $5.9M | 117,242 | $4.3M | 84,767 | +32,475+38.31% | Add |
| HighTower Advisors, LLC |
| <0.01% | 0.01% | #10 | $4.7M | 93,572 | $4.7M | 93,467 | +105+0.11% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #13 | $4.2M | 82,681 | $5.7M | 113,878 | -31,197-27.40% | Reduce |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.03% | 0.03% | #4 | $1.2M | 23,806 | $1.1M | 22,294 | +1,512+6.78% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #12 | $1.0M | 20,017 | $1.0M | 20,017 | 00.00% | Unchanged |
| XY Planning Network, Inc. |
| 0.1% | — | #1 | $830,385 | 16,471 | $0 | 0 | +16,471 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | — | #15 | $742,411 | 14,726 | $0 | 0 | +14,726 | New Buy |
| SFMG, LLC |
| 0.04% | 0.03% | #2 | $609,820 | 12,096 | $493,761 | 9,792 | +2,304+23.53% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.01% | 0.03% | #7 | $504,150 | 10,000 | $1.0M | 20,054 | -10,054-50.13% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #16 | $407,706 | 8,087 | $0 | 0 | +8,087 | New Buy |
| Ameritas Advisory Services, LLC |
| 0.01% | 0.01% | #8 | $356,081 | 7,063 | $356,151 | 7,063 | 00.00% | Unchanged |
| Keebeck Wealth Management |
| 0.03% | 0.02% | #3 | $351,393 | 6,970 | $200,187 | 3,970 | +3,000+75.57% | Add |
| Occidental Asset Management, LLC |
| 0.03% | — | #5 | $252,075 | 5,000 | $0 | 0 | +5,000 | New Buy |
| Summit Financial, LLC |
| <0.01% | — | #11 | $212,137 | 4,208 | $0 | 0 | +4,208 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | — | #17 | $136,000 | 2,695 | $0 | 0 | +2,695 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.01% | 0.01% | #9 | $100,326 | 1,990 | $145,728 | 2,890 | -900-31.14% | Reduce |
| Elequin Capital, LP |
| <0.01% | — | #14 | $4,437 | 88 | $0 | 0 | +88 | New Buy |
