| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #30 | $33.0M | 1.7M | $28.3M | 1.5M | +170,612+11.32% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #68 | $12.1M | 616,112 | $17.2M | 819,928 | -203,816-24.86% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #64 | $11.3M | 575,518 | $10.7M | 569,306 | +6,212+1.09% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.03% | #20 | $10.5M | 534,160 | $10.2M | 543,309 | -9,149-1.68% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #51 | $10.5M | 532,902 | $10.2M | 545,247 | -12,345-2.26% | Reduce |
| Focus Partners Wealth |
| 0.01% | 0.03% | #28 | $9.6M | 490,844 | $27.7M | 1.5M | -981,721-66.67% | Reduce |
| Invesco Ltd. |
| <0.01% | <0.01% | #66 | $8.8M | 450,145 | $7.5M | 398,771 | +51,374+12.88% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #53 | $7.4M | 374,206 | $6.7M | 355,211 | +18,995+5.35% | Add |
| Shaker Financial Services, LLC |
| 1.91% | — | #1 | $6.1M | 309,881 | $0 | 0 | +309,881 | New Buy |
| ROMAN BUTLER FULLERTON & CO |
| 1.03% | 1.19% | #4 | $4.4M | 218,581 | $4.3M | 220,865 | -2,284-1.03% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #60 | $4.3M | 218,542 | $4.2M | 216,812 | +1,730+0.80% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #34 | $4.3M | 217,008 | $3.8M | 200,602 | +16,406+8.18% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.03% | 0.03% | #19 | $4.2M | 211,996 | $4.5M | 239,891 | -27,895-11.63% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #37 | $4.0M | 202,090 | $3.2M | 168,111 | +33,979+20.21% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.07% | 0.08% | #14 | $3.6M | 184,826 | $3.5M | 188,248 | -3,422-1.82% | Reduce |
| Vestmark Advisory Solutions, Inc. |
| 0.03% | 0.04% | #16 | $3.6M | 182,526 | $3.5M | 185,947 | -3,421-1.84% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #72 | $3.6M | 181,878 | $3.5M | 188,755 | -6,877-3.64% | Reduce |
| WOLVERINE ASSET MANAGEMENT LLC |
| 0.03% | <0.01% | #18 | $3.1M | 155,693 | $385,046 | 20,503 | +135,190+659.37% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #73 | $2.9M | 147,242 | $6.3M | 336,433 | -189,191-56.23% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #24 | $2.8M | 140,937 | $2.5M | 134,791 | +6,146+4.56% | Add |
| TPG Advisors LLC |
| 1.04% | 1.08% | #3 | $1.9M | 96,020 | $1.7M | 92,053 | +3,967+4.31% | Add |
| OxenFree Capital LLC |
| 0.84% | 0.78% | #5 | $1.8M | 92,825 | $1.6M | 80,711 | +12,114+15.01% | Add |
| Allworth Financial LP |
| 0.01% | 0.01% | #32 | $1.7M | 88,002 | $1.7M | 90,158 | -2,156-2.39% | Reduce |
| PMG Family Office LLC |
| 1.53% | 1.71% | #2 | $1.7M | 84,502 | $1.5M | 81,657 | +2,845+3.48% | Add |
| Ameritas Advisory Services, LLC |
| 0.03% | 0.04% | #17 | $1.5M | 73,852 | $1.0M | 54,262 | +19,590+36.10% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #57 | $1.4M | 72,073 | $1.4M | 74,644 | -2,571-3.44% | Reduce |
| Lynx Investment Advisory |
| 0.36% | — | #8 | $1.1M | 55,505 | $0 | 0 | +55,505 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #71 | $962,869 | 48,976 | $769,060 | 40,951 | +8,025+19.60% | Add |
| EP Wealth Advisors, LLC |
| <0.01% | — | #44 | $950,111 | 48,327 | $0 | 0 | +48,327 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #58 | $944,600 | 48,047 | $1.0M | 53,688 | -5,641-10.51% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #55 | $936,883 | 47,654 | $935,263 | 49,801 | -2,147-4.31% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #67 | $918,063 | 46,697 | $876,970 | 46,697 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #62 | $878,516 | 44,685 | $894,110 | 47,609 | -2,924-6.14% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #65 | $857,149 | 43,599 | $844,429 | 44,965 | -1,366-3.04% | Reduce |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #39 | $819,283 | 41,672 | $786,221 | 41,864 | -192-0.46% | Reduce |
| GUERRA PAN ADVISORS, LLC |
| 0.43% | 0.46% | #6 | $772,874 | 39,312 | $743,031 | 39,565 | -253-0.64% | Reduce |
| David J Yvars Group |
| 0.31% | 0.23% | #9 | $652,410 | 33,185 | $403,771 | 21,500 | +11,685+54.35% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | 0.02% | #35 | $628,451 | 31,966 | $1.8M | 92,010 | -60,044-65.26% | Reduce |
| COMMONS CAPITAL, LLC |
| 0.38% | 0.38% | #7 | $545,874 | 27,766 | $460,332 | 24,512 | +3,254+13.28% | Add |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #49 | $457,224 | 23,257 | $474,716 | 25,278 | -2,021-8.00% | Reduce |
| WCG Wealth Advisors LLC |
| 0.01% | 0.01% | #29 | $410,383 | 20,874 | $392,013 | 20,874 | 00.00% | Unchanged |
| Brick & Kyle, Associates |
| 0.11% | — | #11 | $380,646 | 20,269 | $0 | 0 | +20,269 | New Buy |
| RHODES INVESTMENT ADVISORS INC /ADV |
| 0.26% | 0.29% | #10 | $359,287 | 18,275 | $337,852 | 17,990 | +285+1.58% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #54 | $356,927 | 18,155 | $346,585 | 18,455 | -300-1.63% | Reduce |
| XTX Topco Ltd |
| <0.01% | — | #40 | $334,377 | 17,008 | $0 | 0 | +17,008 | New Buy |
| NorthRock Partners, LLC |
| <0.01% | 0.01% | #38 | $321,500 | 16,353 | $362,172 | 19,285 | -2,932-15.20% | Reduce |
| WEDBUSH SECURITIES INC |
| 0.01% | 0.01% | #31 | $308,721 | 15,703 | $207,000 | 11,008 | +4,695+42.65% | Add |
| Indivisible Partners |
| 0.01% | 0.02% | #23 | $251,196 | 12,777 | $239,952 | 12,777 | 00.00% | Unchanged |
| Stratos Wealth Advisors, LLC |
| 0.01% | 0.01% | #25 | $250,767 | 12,755 | $236,569 | 12,596 | +159+1.26% | Add |
| Bryn Mawr Trust Advisors, LLC |
| 0.01% | 0.01% | #27 | $245,750 | 12,500 | $282,057 | 15,019 | -2,519-16.77% | Reduce |
