| BANK OF AMERICA CORP /DE/ |
| 0.03% | 0.01% | #25 | $447.6M | 12.5M | $111.9M | 3.4M | +9.1M+270.75% | Add |
| MORGAN STANLEY |
| 0.01% | <0.01% | #31 | $280.9M | 7.8M | $460 | 14 | +7.8M+55,909,000.00% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #34 | $45.9M | 1.3M | $20.0M | 601,352 | +677,637+112.69% | Add |
| UBS Group AG |
| 0.01% | — | #51 | $40.1M | 1.1M | $0 | 0 | +1.1M | New Buy |
| Rockefeller Capital Management L.P. |
| 0.05% | 0.05% | #20 | $33.1M | 922,930 | $28.7M | 863,602 | +59,328+6.87% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #47 | $26.6M | 741,400 | $24.1M | 725,564 | +15,836+2.18% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #63 | $21.9M | 610,386 | $16.6M | 498,312 | +112,074+22.49% | Add |
| LPL Financial LLC |
| <0.01% | 0.01% | #56 | $20.5M | 570,340 | $19.0M | 571,771 | -1,431-0.25% | Reduce |
| Prime Capital Investment Advisors, LLC |
| 0.18% | 0.2% | #7 | $18.7M | 522,151 | $17.5M | 527,196 | -5,045-0.96% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #69 | $15.6M | 434,685 | $333,000 | 10,013 | +424,672+4,241.21% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.02% | #29 | $15.1M | 421,298 | $14.5M | 437,397 | -16,099-3.68% | Reduce |
| Quantinno Capital Management LP |
| 0.02% | — | #30 | $13.7M | 381,239 | $0 | 0 | +381,239 | New Buy |
| Sanctuary Advisors, LLC |
| 0.03% | 0.03% | #24 | $6.9M | 191,680 | $6.4M | 193,471 | -1,791-0.93% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | 0.01% | #57 | $5.8M | 161,611 | $6.4M | 192,343 | -30,732-15.98% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #53 | $4.9M | 137,368 | $2.2M | 65,315 | +72,053+110.32% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.13% | 0.15% | #10 | $4.8M | 132,372 | $4.9M | 146,831 | -14,459-9.85% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #55 | $4.3M | 119,446 | $4.0M | 120,043 | -597-0.50% | Reduce |
| Arax Advisory Partners |
| 0.03% | <0.01% | #26 | $3.9M | 107,486 | $19,989 | 601 | +106,885+17,784.53% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #44 | $3.8M | 106,299 | $3.0M | 90,184 | +16,115+17.87% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #66 | $3.2M | 88,582 | $1.7M | 50,842 | +37,740+74.23% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #46 | $2.9M | 81,697 | $2.8M | 83,508 | -1,811-2.17% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #87 | $2.8M | 77,498 | $354,751 | 10,666 | +66,832+626.59% | Add |
| TCFG Investment Advisors, LLC |
| 0.91% | — | #1 | $2.7M | 75,567 | $0 | 0 | +75,567 | New Buy |
| Cetera Investment Advisers |
| <0.01% | — | #67 | $2.7M | 75,331 | $0 | 0 | +75,331 | New Buy |
| MGO ONE SEVEN LLC |
| 0.04% | — | #21 | $2.4M | 65,525 | $0 | 0 | +65,525 | New Buy |
| Gryphon Financial Partners LLC |
| 0.19% | 0.21% | #6 | $2.2M | 61,547 | $2.0M | 61,577 | -30-0.05% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.01% | 0.01% | #35 | $2.2M | 60,472 | $1.6M | 49,478 | +10,994+22.22% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | <0.01% | #40 | $2.0M | 56,225 | $94,425 | 2,839 | +53,386+1,880.45% | Add |
| Heritage Wealth Management, Inc. |
| 0.48% | 0.87% | #2 | $1.9M | 54,002 | $1.8M | 53,000 | +1,002+1.89% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #65 | $1.9M | 52,797 | $1.4M | 41,432 | +11,365+27.43% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #88 | $1.9M | 52,244 | $240,204 | 7,222 | +45,022+623.40% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | 0.02% | #28 | $1.8M | 49,927 | $2.0M | 58,738 | -8,811-15.00% | Reduce |
| Main Street Financial Solutions, LLC |
| 0.11% | — | #12 | $1.8M | 48,795 | $0 | 0 | +48,795 | New Buy |
| Centric Wealth Management |
| 0.27% | 0.35% | #3 | $1.7M | 50,163 | $1.7M | 50,163 | 00.00% | Unchanged |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #70 | $1.6M | 44,833 | $264,750 | 7,960 | +36,873+463.23% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #72 | $1.4M | 39,850 | $1.3M | 39,545 | +305+0.77% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #74 | $1.4M | 39,233 | $1.4M | 42,315 | -3,082-7.28% | Reduce |
| Marble Wealth, LLC |
| 0.17% | 0.18% | #8 | $1.1M | 31,573 | $1.1M | 31,682 | -109-0.34% | Reduce |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #73 | $1.0M | 28,334 | $933,000 | 28,045 | +289+1.03% | Add |
| Intrua Financial, LLC |
| 0.09% | — | #14 | $980,264 | 27,313 | $0 | 0 | +27,313 | New Buy |
| Well Done, LLC |
| 0.13% | — | #11 | $933,858 | 26,020 | $0 | 0 | +26,020 | New Buy |
| Moors & Cabot, Inc. |
| 0.04% | — | #23 | $931,236 | 25,947 | $0 | 0 | +25,947 | New Buy |
| N.E.W. Advisory Services LLC |
| 0.06% | 0.06% | #19 | $903,843 | 25,184 | $836,123 | 25,139 | +45+0.18% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #61 | $810,559 | 22,585 | $861,634 | 25,906 | -3,321-12.82% | Reduce |
| Haverford Trust Co |
| 0.01% | 0.01% | #45 | $788,934 | 21,982 | $800,668 | 24,073 | -2,091-8.69% | Reduce |
| HB Wealth Management, LLC |
| <0.01% | <0.01% | #62 | $634,347 | 17,674 | $328,376 | 9,873 | +7,801+79.01% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #42 | $615,737 | 17,156 | $787,331 | 23,672 | -6,516-27.53% | Reduce |
| &PARTNERS |
| <0.01% | <0.01% | #68 | $596,035 | 16,607 | $550,719 | 16,558 | +49+0.30% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #49 | $553,137 | 15,412 | $554,631 | 16,675 | -1,263-7.57% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | — | #96 | $542,599 | 15,118 | $0 | 0 | +15,118 | New Buy |
