| LPL Financial LLC |
| 0.01% | 0.01% | #19 | $64.0M | 1.4M | $28.1M | 682,255 | +742,446+108.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #21 | $47.5M | 1.1M | $9.7M | 234,218 | +822,838+351.31% | Add |
| Tulsa Wealth Advisors, INC |
| 3.62% | — | #2 | $25.7M | 572,765 | $0 | 0 | +572,765 | New Buy |
| Private Advisor Group, LLC |
| 0.1% | <0.01% | #12 | $21.8M | 484,562 | $1.0M | 25,240 | +459,322+1,819.82% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | — | #16 | $12.1M | 268,798 | $0 | 0 | +268,798 | New Buy |
| Janney Montgomery Scott LLC |
| 0.02% | <0.01% | #17 | $11.1M | 246,931 | $302,000 | 7,328 | +239,603+3,269.69% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #24 | $11.0M | 244,508 | $7.1M | 172,753 | +71,755+41.54% | Add |
| Stratos Wealth Partners, LTD. |
| 0.1% | — | #11 | $10.0M | 222,734 | $0 | 0 | +222,734 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #30 | $7.0M | 156,125 | $0 | 0 | +156,125 | New Buy |
| Intentional Wealth Strategies, LLC |
| 6.47% | 0.02% | #1 | $6.9M | 153,508 | $20,083 | 487 | +153,021+31,421.15% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | — | #23 | $6.9M | 153,384 | $0 | 0 | +153,384 | New Buy |
| Steward Partners Investment Advisory, LLC |
| 0.03% | 0.02% | #15 | $6.8M | 152,353 | $3.5M | 84,933 | +67,420+79.38% | Add |
| Tidemark, LLC |
| 1.38% | — | #4 | $6.1M | 136,611 | $0 | 0 | +136,611 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #35 | $5.2M | 115,209 | $0 | 0 | +115,209 | New Buy |
| MOODY NATIONAL BANK TRUST DIVISION |
| 0.32% | 0.31% | #5 | $3.9M | 86,072 | $3.3M | 78,913 | +7,159+9.07% | Add |
| RPS ADVISORY SOLUTIONS LLC |
| 2.43% | 1.88% | #3 | $3.7M | 81,803 | $3.3M | 80,520 | +1,283+1.59% | Add |
| Trilogy Capital Inc. |
| 0.12% | — | #9 | $3.1M | 69,974 | $0 | 0 | +69,974 | New Buy |
| Cornerstone Wealth Management, LLC |
| 0.11% | 0.1% | #10 | $2.5M | 55,202 | $2.0M | 49,448 | +5,754+11.64% | Add |
| NewEdge Advisors, LLC |
| 0.01% | <0.01% | #25 | $2.3M | 50,300 | $32,042 | 777 | +49,523+6,373.62% | Add |
| Ascentis Independent Advisors |
| 0.3% | 0.17% | #6 | $2.2M | 54,453 | $2.2M | 54,453 | 00.00% | Unchanged |
| Gladstone Institutional Advisory LLC |
| 0.07% | 0.06% | #14 | $2.2M | 49,958 | $1.7M | 42,108 | +7,850+18.64% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #36 | $2.2M | 49,781 | $1.2M | 28,275 | +21,506+76.06% | Add |
| Golden State Wealth Management, LLC |
| 0.16% | 0.18% | #8 | $1.7M | 38,929 | $1.7M | 40,093 | -1,164-2.90% | Reduce |
| Advisory Services Network, LLC |
| 0.02% | — | #18 | $1.6M | 36,011 | $0 | 0 | +36,011 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #31 | $1.3M | 29,119 | $1.1M | 26,610 | +2,509+9.43% | Add |
| Mutual Advisors, LLC |
| 0.01% | 0.01% | #20 | $753,092 | 16,764 | $328,554 | 7,967 | +8,797+110.42% | Add |
| Atlas Wealth LLC |
| 0.08% | 0.14% | #13 | $553,282 | 12,316 | $457,455 | 11,093 | +1,223+11.02% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #34 | $331,448 | 7,378 | $415,681 | 10,080 | -2,702-26.81% | Reduce |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.01% | 0.01% | #26 | $330,864 | 7,365 | $298,565 | 7,240 | +125+1.73% | Add |
| Vestmark Advisory Solutions, Inc. |
| <0.01% | <0.01% | #28 | $298,294 | 6,640 | $298,565 | 7,240 | -600-8.29% | Reduce |
| BXM Wealth LLC |
| 0.16% | — | #7 | $294,251 | 6,550 | $0 | 0 | +6,550 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #39 | $276,416 | 6,153 | $0 | 0 | +6,153 | New Buy |
| Integrated Advisors Network LLC |
| 0.01% | 0.02% | #22 | $257,863 | 5,740 | $467,518 | 11,337 | -5,597-49.37% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | — | #33 | $206,470 | 4,596 | $0 | 0 | +4,596 | New Buy |
| BOKF, NA |
| <0.01% | — | #29 | $123,900 | 2,758 | $0 | 0 | +2,758 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | — | #38 | $122,013 | 2,716 | $0 | 0 | +2,716 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #40 | $84,996 | 1,892 | $93,612 | 2,512 | -620-24.68% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #42 | $78,101 | 1,754 | $0 | 0 | +1,754 | New Buy |
| PRIVATE TRUST CO NA |
| 0.01% | <0.01% | #27 | $75,786 | 1,687 | $38,022 | 922 | +765+82.97% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #37 | $22,462 | 500 | $0 | 0 | +500 | New Buy |
| Keating Financial Advisory Services, Inc. |
| <0.01% | <0.01% | #32 | $11,096 | 247 | $10,186 | 247 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #41 | $8,356 | 186 | $0 | 0 | +186 | New Buy |
