| LPL Financial LLC |
| 0.04% | 0.03% | #14 | $162.9M | 5.7M | $122.1M | 4.6M | +1.1M+24.77% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.01% | #21 | $41.1M | 1.5M | $22.3M | 848,727 | +603,980+71.16% | Add |
| Paul R. Ried Financial Group, LLC |
| 14.21% | 11.91% | #1 | $32.5M | 1.1M | $25.6M | 958,819 | +180,040+18.78% | Add |
| SFG Wealth Management, LLC. |
| 11.3% | 10.27% | #2 | $31.4M | 1.1M | $25.0M | 933,598 | +165,926+17.77% | Add |
| Arkadios Wealth Advisors |
| 0.44% | 0.37% | #7 | $29.0M | 1.0M | $22.9M | 855,977 | +157,481+18.40% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #32 | $21.6M | 756,595 | $14.4M | 539,156 | +217,439+40.33% | Add |
| Private Advisor Group, LLC |
| 0.08% | 0.1% | #11 | $16.8M | 588,632 | $21.9M | 820,527 | -231,895-28.26% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #26 | $15.3M | 534,125 | $7.7M | 287,371 | +246,754+85.87% | Add |
| Apollon Wealth Management, LLC |
| 0.12% | 0.14% | #9 | $10.2M | 357,907 | $8.5M | 317,718 | +40,189+12.65% | Add |
| &PARTNERS |
| 0.04% | 0.04% | #13 | $10.0M | 346,332 | $9.1M | 340,322 | +6,010+1.77% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #29 | $9.7M | 340,588 | $8.9M | 333,508 | +7,080+2.12% | Add |
| POTENTIA WEALTH |
| 3.13% | — | #3 | $7.6M | 267,667 | $0 | 0 | +267,667 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #23 | $6.1M | 212,316 | $4.4M | 165,289 | +47,027+28.45% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #25 | $4.6M | 161,013 | $3.4M | 127,891 | +33,122+25.90% | Add |
| WCG Wealth Advisors LLC |
| 0.08% | — | #10 | $3.5M | 123,636 | $0 | 0 | +123,636 | New Buy |
| Savvy Advisors, Inc. |
| 0.07% | — | #12 | $3.5M | 122,050 | $0 | 0 | +122,050 | New Buy |
| Keating Financial Advisory Services, Inc. |
| 0.38% | 0.41% | #8 | $2.9M | 100,665 | $2.5M | 95,293 | +5,372+5.64% | Add |
| BlueChip Wealth Advisors LLC |
| 0.99% | 0.45% | #4 | $2.6M | 91,486 | $1.0M | 38,287 | +53,199+138.95% | Add |
| Advisory Services Network, LLC |
| 0.03% | 0.03% | #16 | $2.4M | 84,045 | $2.0M | 76,362 | +7,683+10.06% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #30 | $2.4M | 82,994 | $1.5M | 55,003 | +27,991+50.89% | Add |
| MARS JEWETT FINANCIAL GROUP, INC. |
| 0.46% | 0.71% | #6 | $2.3M | 79,656 | $2.2M | 83,574 | -3,918-4.69% | Reduce |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #22 | $1.7M | 58,686 | $1.6M | 59,956 | -1,270-2.12% | Reduce |
| Prosperity Financial Group, Inc. |
| 0.51% | 0.57% | #5 | $1.6M | 57,206 | $1.5M | 57,607 | -401-0.70% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #39 | $1.6M | 57,011 | $494,104 | 18,485 | +38,526+208.42% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | <0.01% | #31 | $1.6M | 54,408 | $556,000 | 20,799 | +33,609+161.59% | Add |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.02% | #18 | $1.2M | 44,324 | $1.2M | 44,324 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #40 | $1.1M | 39,814 | $962,333 | 36,002 | +3,812+10.59% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #41 | $1.1M | 38,817 | $595,117 | 22,264 | +16,553+74.35% | Add |
| IHT Wealth Management, LLC |
| 0.02% | 0.03% | #19 | $965,721 | 33,802 | $1.2M | 46,647 | -12,845-27.54% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #27 | $533,488 | 18,673 | $543,154 | 20,320 | -1,647-8.11% | Reduce |
| Regal Investment Advisors LLC |
| 0.02% | 0.02% | #17 | $474,405 | 16,605 | $387,986 | 14,515 | +2,090+14.40% | Add |
| PARK AVENUE SECURITIES LLC |
| <0.01% | — | #28 | $416,436 | 14,576 | $0 | 0 | +14,576 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #33 | $411,265 | 14,395 | $355,000 | 13,273 | +1,122+8.45% | Add |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #35 | $407,408 | 14,260 | $381,170 | 14,260 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| 0.01% | — | #24 | $367,867 | 12,876 | $0 | 0 | +12,876 | New Buy |
| CRA Financial Services, LLC |
| 0.03% | 0.03% | #15 | $239,988 | 8,400 | $224,532 | 8,400 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #42 | $210,000 | 7,334 | $100,000 | 3,743 | +3,591+95.94% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #37 | $71,597 | 2,506 | $0 | 0 | +2,506 | New Buy |
| SITTNER & NELSON, LLC |
| 0.02% | 0.02% | #20 | $64,283 | 2,250 | $60,143 | 2,250 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | — | #44 | $62,883 | 2,201 | $0 | 0 | +2,201 | New Buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #36 | $12,906 | 450 | $12,033 | 450 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #38 | $7,428 | 260 | $0 | 0 | +260 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #43 | $3,314 | 116 | $0 | 0 | +116 | New Buy |
| Tidemark, LLC |
| <0.01% | <0.01% | #34 | $3,000 | 105 | $2,807 | 105 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #45 | $914 | 32 | $27 | 1 | +31+3,100.00% | Add |
