| TECTONIC ADVISORS LLC |
| 3.66% | 4.14% | #2 | $76.1M | 3.0M | $78.3M | 2.9M | +85,933+2.95% | Add |
| BENJAMIN EDWARDS INC |
| 0.45% | 0.52% | #8 | $49.8M | 2.0M | $51.9M | 1.9M | +33,587+1.74% | Add |
| RWA WEALTH PARTNERS, LLC |
| 0.46% | 0.49% | #7 | $48.1M | 1.9M | $44.6M | 1.7M | +236,516+14.26% | Add |
| Opal Wealth Advisors, LLC |
| 8.75% | 9.29% | #1 | $40.5M | 1.6M | $41.1M | 1.5M | +67,145+4.40% | Add |
| Forvis Mazars Wealth Advisors, LLC |
| 0.63% | 0.31% | #6 | $37.5M | 1.5M | $16.6M | 616,138 | +859,832+139.55% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #30 | $31.9M | 1.3M | $21.6M | 803,738 | +451,362+56.16% | Add |
| Legacy Advisors, LLC |
| 1.94% | 3.04% | #3 | $24.3M | 958,503 | $25.8M | 958,094 | +409+0.04% | Add |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 0.32% | — | #10 | $22.2M | 875,949 | $0 | 0 | +875,949 | New Buy |
| Jefferies Financial Group Inc. |
| 0.08% | 0.01% | #19 | $11.7M | 459,611 | $976,860 | 36,301 | +423,310+1,166.11% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #26 | $10.5M | 404,100 | $9.3M | 346,352 | +57,748+16.67% | Add |
| Ledyard National Bank |
| 0.3% | — | #11 | $3.7M | 145,775 | $0 | 0 | +145,775 | New Buy |
| MAI Capital Management |
| 0.01% | — | #28 | $3.2M | 127,375 | $0 | 0 | +127,375 | New Buy |
| EVOKE WEALTH, LLC |
| 0.06% | 0.05% | #21 | $3.0M | 113,266 | $3.0M | 113,266 | 00.00% | Unchanged |
| NCM Capital Management, LLC |
| 0.92% | 0.62% | #5 | $3.0M | 118,119 | $1.7M | 64,423 | +53,696+83.35% | Add |
| Waverly Advisors, LLC |
| 0.02% | 0.02% | #27 | $2.8M | 108,647 | $2.6M | 95,284 | +13,363+14.02% | Add |
| IFP Advisors, Inc |
| 0.05% | 0.05% | #22 | $2.5M | 99,912 | $2.3M | 85,758 | +14,154+16.50% | Add |
| Stratos Wealth Partners, LTD. |
| 0.02% | 0.01% | #25 | $2.1M | 83,173 | $649,419 | 24,133 | +59,040+244.64% | Add |
| Essex Financial Services, Inc. |
| 0.1% | 0.11% | #17 | $2.0M | 77,190 | $2.0M | 73,576 | +3,614+4.91% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #36 | $1.4M | 54,253 | $779,583 | 28,970 | +25,283+87.27% | Add |
| Weil Company, Inc. |
| 0.23% | — | #12 | $1.3M | 52,466 | $0 | 0 | +52,466 | New Buy |
| United Advisor Group, LLC |
| 0.13% | 0.16% | #14 | $1.2M | 49,098 | $1.3M | 48,470 | +628+1.30% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #37 | $1.2M | 45,748 | $203,763 | 7,572 | +38,176+504.17% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | <0.01% | #31 | $1.2M | 45,354 | $363,931 | 13,524 | +31,830+235.36% | Add |
| LANGLEY WEALTH MANAGEMENT, LLC |
| 1.08% | — | #4 | $1.1M | 43,353 | $0 | 0 | +43,353 | New Buy |
| Well Done, LLC |
| 0.12% | 0.14% | #15 | $924,484 | 36,397 | $979,444 | 36,397 | 00.00% | Unchanged |
| PITTENGER & ANDERSON INC |
| 0.03% | 0.03% | #24 | $814,070 | 32,050 | $788,463 | 29,300 | +2,750+9.39% | Add |
| TPG Advisors LLC |
| 0.38% | 0.35% | #9 | $698,221 | 27,489 | $556,553 | 20,682 | +6,807+32.91% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #35 | $687,756 | 27,077 | $0 | 0 | +27,077 | New Buy |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #38 | $513,080 | 20,200 | $543,582 | 20,200 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #42 | $411,074 | 16,184 | $0 | 0 | +16,184 | New Buy |
| Prostatis Group LLC |
| 0.09% | 0.08% | #18 | $405,384 | 15,960 | $325,019 | 12,078 | +3,882+32.14% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #40 | $384,000 | 15,130 | $0 | 0 | +15,130 | New Buy |
| SITTNER & NELSON, LLC |
| 0.12% | 0.09% | #16 | $367,742 | 14,478 | $245,635 | 9,128 | +5,350+58.61% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #39 | $315,239 | 12,411 | $297,759 | 11,065 | +1,346+12.16% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #34 | $300,319 | 11,824 | $337,278 | 12,534 | -710-5.66% | Reduce |
| CWC Advisors, LLC. |
| 0.13% | 0.13% | #13 | $299,872 | 11,806 | $281,990 | 10,479 | +1,327+12.66% | Add |
| Shah Wealth Advisors, LLC |
| 0.06% | — | #20 | $274,651 | 10,813 | $0 | 0 | +10,813 | New Buy |
| Mutual Advisors, LLC |
| <0.01% | 0.01% | #32 | $261,518 | 10,296 | $537,769 | 19,984 | -9,688-48.48% | Reduce |
| FIRST FOUNDATION ADVISORS |
| 0.01% | — | #29 | $243,434 | 9,584 | $0 | 0 | +9,584 | New Buy |
| IHT Wealth Management, LLC |
| <0.01% | 0.01% | #33 | $205,384 | 8,086 | $217,594 | 8,086 | 00.00% | Unchanged |
| one8zero8, LLC |
| 0.04% | 0.05% | #23 | $203,200 | 8,000 | $215,280 | 8,000 | 00.00% | Unchanged |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #41 | $7,620 | 300 | $2,018 | 75 | +225+300.00% | Add |
| MORGAN STANLEY |
| <0.01% | — | #43 | $1,905 | 75 | $0 | 0 | +75 | New Buy |
