| MORGAN STANLEY |
| <0.01% | <0.01% | #55 | $13.0M | 516,887 | $7.9M | 317,035 | +199,852+63.04% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #41 | $11.5M | 458,971 | $10.5M | 421,922 | +37,049+8.78% | Add |
| Stratos Wealth Advisors, LLC |
| 0.39% | 0.36% | #3 | $7.1M | 281,549 | $5.9M | 238,650 | +42,899+17.98% | Add |
| Lido Advisors, LLC |
| 0.02% | 0.01% | #23 | $7.0M | 279,328 | $2.7M | 107,600 | +171,728+159.60% | Add |
| Atlantic Union Bankshares Corp |
| 0.12% | 0.11% | #12 | $6.9M | 274,117 | $5.6M | 226,065 | +48,052+21.26% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #51 | $5.9M | 233,494 | $5.9M | 237,129 | -3,635-1.53% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #61 | $5.7M | 228,408 | $4.9M | 198,668 | +29,740+14.97% | Add |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
| 0.08% | 0.08% | #13 | $5.0M | 197,253 | $5.3M | 212,666 | -15,413-7.25% | Reduce |
| PRECEDENT WEALTH PARTNERS, LLC |
| 0.72% | 0.8% | #2 | $4.4M | 173,161 | $4.0M | 161,355 | +11,806+7.32% | Add |
| Invesco Ltd. |
| <0.01% | <0.01% | #62 | $4.3M | 172,867 | $4.2M | 169,437 | +3,430+2.02% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #48 | $4.0M | 157,369 | $3.6M | 145,942 | +11,427+7.83% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #59 | $3.9M | 153,350 | $3.4M | 138,713 | +14,637+10.55% | Add |
| Hills Bank & Trust Co |
| 0.15% | 0.14% | #9 | $3.6M | 143,604 | $2.9M | 115,584 | +28,020+24.24% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #54 | $3.2M | 125,681 | $2.9M | 117,176 | +8,505+7.26% | Add |
| MONECO ADVISORS, LLC |
| 0.18% | 0.22% | #6 | $3.0M | 120,153 | $2.8M | 114,289 | +5,864+5.13% | Add |
| Envision Financial Planning, LLC |
| 0.98% | 1.02% | #1 | $3.0M | 120,053 | $2.8M | 112,884 | +7,169+6.35% | Add |
| Legacy Private Trust Co. |
| 0.16% | 0.11% | #8 | $2.9M | 115,658 | $1.7M | 69,770 | +45,888+65.77% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #27 | $2.7M | 109,126 | $2.7M | 108,408 | +718+0.66% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #57 | $2.7M | 107,760 | $2.2M | 90,197 | +17,563+19.47% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #43 | $2.4M | 96,848 | $2.6M | 106,184 | -9,336-8.79% | Reduce |
| Clark Asset Management, LLC |
| 0.18% | 0.16% | #7 | $2.2M | 88,780 | $1.7M | 69,307 | +19,473+28.10% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #47 | $2.0M | 80,257 | $1.6M | 65,511 | +14,746+22.51% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #45 | $1.6M | 63,386 | $1.2M | 48,742 | +14,644+30.04% | Add |
| Key FInancial Inc |
| 0.23% | 0.22% | #5 | $1.4M | 54,685 | $1.2M | 49,403 | +5,282+10.69% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #58 | $1.3M | 50,527 | $773,094 | 31,221 | +19,306+61.84% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #50 | $1.2M | 48,863 | $1.4M | 58,051 | -9,188-15.83% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.01% | 0.01% | #31 | $1.2M | 48,765 | $1.1M | 45,276 | +3,489+7.71% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #42 | $1.2M | 48,590 | $1.0M | 41,730 | +6,860+16.44% | Add |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #32 | $1.1M | 41,904 | $1.1M | 43,870 | -1,966-4.48% | Reduce |
| Jacobi Capital Management LLC |
| 0.05% | 0.02% | #16 | $985,129 | 39,186 | $419,674 | 16,886 | +22,300+132.06% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | 0.01% | #33 | $926,375 | 36,848 | $662,303 | 26,648 | +10,200+38.28% | Add |
| VestGen Advisors, LLC |
| 0.02% | 0.03% | #21 | $720,692 | 28,667 | $996,412 | 39,868 | -11,201-28.10% | Reduce |
| Marietta Wealth Management, LLC |
| 0.07% | 0.08% | #14 | $719,004 | 28,600 | $710,819 | 28,600 | 00.00% | Unchanged |
| Wedmont Private Capital |
| 0.02% | — | #22 | $701,059 | 27,948 | $0 | 0 | +27,948 | New Buy |
| SAX WEALTH ADVISORS, LLC |
| 0.03% | — | #19 | $644,658 | 25,938 | $0 | 0 | +25,938 | New Buy |
| Sequoia Financial Advisors, LLC |
| <0.01% | <0.01% | #38 | $627,118 | 24,945 | $619,979 | 24,945 | 00.00% | Unchanged |
| HUNTINGTON NATIONAL BANK |
| <0.01% | <0.01% | #39 | $626,891 | 24,936 | $535,450 | 21,544 | +3,392+15.74% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #52 | $626,110 | 24,905 | $617,030 | 24,827 | +78+0.31% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #68 | $620,707 | 24,690 | $0 | 0 | +24,690 | New Buy |
| Asset Dedication, LLC |
| 0.03% | 0.03% | #18 | $521,408 | 20,740 | $451,370 | 18,161 | +2,579+14.20% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #28 | $508,787 | 20,238 | $0 | 0 | +20,238 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #69 | $485,202 | 19,300 | $489,297 | 19,687 | -387-1.97% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #56 | $435,173 | 17,310 | $398,005 | 16,014 | +1,296+8.09% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #67 | $425,000 | 16,894 | $358,000 | 14,388 | +2,506+17.42% | Add |
| Cetera Investment Advisers |
| <0.01% | — | #60 | $413,296 | 16,440 | $0 | 0 | +16,440 | New Buy |
| Invariant Investment Management |
| 0.24% | 0.25% | #4 | $410,518 | 16,316 | $406,383 | 16,187 | +129+0.80% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| <0.01% | — | #36 | $320,044 | 12,730 | $0 | 0 | +12,730 | New Buy |
| Bill Few Associates, Inc. |
| 0.07% | 0.07% | #15 | $305,627 | 12,157 | $302,148 | 12,157 | 00.00% | Unchanged |
| Addison Advisors LLC |
| 0.14% | 0.12% | #10 | $303,817 | 12,085 | $554,215 | 22,299 | -10,214-45.80% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #35 | $302,585 | 12,036 | $299,140 | 12,036 | 00.00% | Unchanged |
