| Cetera Investment Advisers |
| <0.01% | 0.01% | #38 | $5.1M | 191,900 | $6.4M | 204,646 | -12,746-6.23% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #56 | $3.9M | 148,162 | $3.1M | 98,947 | +49,215+49.74% | Add |
| Rehmann Capital Advisory Group |
| 0.18% | 0.18% | #9 | $3.4M | 108,487 | $3.4M | 108,487 | 00.00% | Unchanged |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.06% | — | #15 | $3.1M | 118,960 | $0 | 0 | +118,960 | New Buy |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.02% | #29 | $2.2M | 84,720 | $1.9M | 62,496 | +22,224+35.56% | Add |
| Hartmann Taylor Wealth Management, LLC |
| 1.21% | 1.22% | #1 | $1.8M | 58,757 | $1.8M | 59,042 | -285-0.48% | Reduce |
| BIP Wealth, LLC |
| 0.05% | 0.01% | #17 | $1.7M | 65,344 | $226,876 | 7,274 | +58,070+798.32% | Add |
| Pasadena Private Wealth, LLC |
| 0.21% | 1.09% | #7 | $1.6M | 62,492 | $7.9M | 252,650 | -190,158-75.27% | Reduce |
| Pathstone Holdings, LLC |
| <0.01% | 0.02% | #36 | $1.6M | 62,204 | $4.5M | 143,598 | -81,394-56.68% | Reduce |
| Arax Advisory Partners |
| 0.01% | <0.01% | #30 | $1.4M | 52,113 | $6,238 | 200 | +51,913+25,956.50% | Add |
| Wealthspire Advisors, LLC |
| 0.01% | 0.01% | #31 | $1.3M | 48,014 | $1.2M | 37,248 | +10,766+28.90% | Add |
| DWM Financial Group, Inc. |
| 1.14% | — | #2 | $1.3M | 48,359 | $0 | 0 | +48,359 | New Buy |
| Aries Wealth Management |
| 0.24% | 0.19% | #6 | $1.2M | 46,080 | $865,367 | 27,745 | +18,335+66.08% | Add |
| Intrinsic Edge Capital Management LLC |
| 0.12% | 0.24% | #10 | $1.2M | 45,567 | $1.4M | 45,567 | 00.00% | Unchanged |
| Mariner, LLC |
| <0.01% | <0.01% | #52 | $1.1M | 41,771 | $1.2M | 39,932 | +1,839+4.61% | Add |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
| 0.01% | 0.01% | #27 | $1.1M | 41,029 | $1.3M | 41,029 | 00.00% | Unchanged |
| Kingsbury Capital Investment Advisors LLC |
| 0.82% | — | #3 | $963,341 | 36,504 | $0 | 0 | +36,504 | New Buy |
| KMT WEALTH MANAGEMENT, LLC |
| 0.82% | — | #3 | $963,341 | 36,504 | $0 | 0 | +36,504 | New Buy |
| Keystone Financial Services, LLC |
| 0.55% | 0.44% | #5 | $913,200 | 34,604 | $653,119 | 20,940 | +13,664+65.25% | Add |
| DeDora Capital, Inc. |
| 0.19% | 0.2% | #8 | $865,249 | 32,787 | $800,834 | 25,676 | +7,111+27.70% | Add |
| Elyxium Wealth, LLC |
| 0.07% | 0.25% | #14 | $704,349 | 26,690 | $771,266 | 24,728 | +1,962+7.93% | Add |
| Modern Wealth Management, LLC |
| 0.01% | 0.02% | #32 | $575,117 | 21,793 | $890,192 | 28,323 | -6,530-23.06% | Reduce |
| Professional Financial Advisors, LLC |
| 0.1% | — | #12 | $552,720 | 20,944 | $0 | 0 | +20,944 | New Buy |
| Fortis Group Advisors, LLC |
| 0.08% | 0.13% | #13 | $494,681 | 18,745 | $768,117 | 22,324 | -3,579-16.03% | Reduce |
| MATHER GROUP, LLC. |
| <0.01% | 0.01% | #40 | $425,275 | 16,115 | $524,304 | 16,810 | -695-4.13% | Reduce |
| HUNTINGTON NATIONAL BANK |
| <0.01% | <0.01% | #44 | $408,140 | 15,566 | $468,552 | 15,566 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #42 | $405,720 | 15,374 | $195,777 | 6,229 | +9,145+146.81% | Add |
| Rossmore Private Capital |
| 0.03% | 0.04% | #19 | $360,224 | 13,650 | $425,744 | 13,650 | 00.00% | Unchanged |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
| 0.02% | — | #22 | $327,236 | 12,400 | $0 | 0 | +12,400 | New Buy |
| Formidable Asset Management, LLC |
| 0.05% | 0.07% | #16 | $323,378 | 10,368 | $461,497 | 11,168 | -800-7.16% | Reduce |
| Soltis Investment Advisors LLC |
| 0.02% | 0.02% | #24 | $307,745 | 11,661 | $363,716 | 11,661 | 00.00% | Unchanged |
| Creative Planning |
| <0.01% | <0.01% | #64 | $301,954 | 11,442 | $417,229 | 13,377 | -1,935-14.47% | Reduce |
| Visionary Wealth Advisors |
| 0.01% | 0.01% | #28 | $290,818 | 11,020 | $233,676 | 7,492 | +3,528+47.09% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #58 | $261,155 | 9,896 | $325,000 | 10,406 | -510-4.90% | Reduce |
| Fort Point Capital Partners LLC |
| 0.02% | — | #23 | $247,353 | 9,373 | $0 | 0 | +9,373 | New Buy |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| <0.01% | — | #45 | $225,580 | 8,548 | $0 | 0 | +8,548 | New Buy |
| Alesco Advisors, LLC, An ESL Co |
| 0.01% | 0.01% | #35 | $218,747 | 8,289 | $258,534 | 8,289 | 00.00% | Unchanged |
| Balboa Wealth Partners |
| 0.03% | 0.04% | #20 | $209,903 | 7,954 | $247,464 | 7,934 | +20+0.25% | Add |
| Claro Advisors Inc. |
| 0.02% | 0.03% | #21 | $209,247 | 7,929 | $290,161 | 9,303 | -1,374-14.77% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #61 | $200,270 | 7,589 | $256,660 | 8,229 | -640-7.78% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #62 | $172,246 | 6,527 | $271,258 | 8,697 | -2,170-24.95% | Reduce |
| Oakworth Capital, Inc. |
| 0.01% | 0.01% | #33 | $123,809 | 4,606 | $143,661 | 4,606 | 00.00% | Unchanged |
| Benson Wealth Management INC |
| 0.1% | 0.18% | #11 | $101,522 | 3,847 | $134,772 | 4,321 | -474-10.97% | Reduce |
| MCF Advisors LLC |
| <0.01% | 0.01% | #41 | $96,667 | 3,663 | $114,249 | 3,663 | 00.00% | Unchanged |
| WOLFF WIESE MAGANA LLC |
| 0.03% | 0.06% | #18 | $73,919 | 2,801 | $101,992 | 3,270 | -469-14.34% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #57 | $54,100 | 2,050 | $0 | 0 | +2,050 | New Buy |
| Federation des caisses Desjardins du Quebec |
| <0.01% | <0.01% | #66 | $52,440 | 2,000 | $62,080 | 2,000 | 00.00% | Unchanged |
| Smithfield Trust Co |
| <0.01% | <0.01% | #48 | $37,474 | 1,420 | $45,000 | 1,420 | 00.00% | Unchanged |
| Noble Wealth Management PBC |
| 0.02% | 0.02% | #25 | $35,521 | 1,346 | $41,982 | 1,346 | 00.00% | Unchanged |
| JFS WEALTH ADVISORS, LLC |
| <0.01% | <0.01% | #47 | $30,587 | 1,159 | $36,150 | 1,159 | 00.00% | Unchanged |
