| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #51 | $28.6M | 953,214 | $26.6M | 935,756 | +17,458+1.87% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #55 | $28.0M | 931,538 | $39.0M | 1.4M | -460,480-33.08% | Reduce |
| Vertex Planning Partners, LLC |
| 2.77% | 2.95% | #1 | $18.8M | 626,308 | $15.2M | 535,009 | +91,299+17.06% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.04% | #21 | $16.1M | 535,434 | $13.3M | 467,005 | +68,429+14.65% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #41 | $15.2M | 507,757 | $14.5M | 508,985 | -1,228-0.24% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #42 | $13.2M | 440,916 | $12.4M | 436,985 | +3,931+0.90% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #44 | $10.7M | 356,302 | $10.5M | 370,199 | -13,897-3.75% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #26 | $9.1M | 302,803 | $9.1M | 319,293 | -16,490-5.16% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #29 | $8.2M | 273,399 | $4.6M | 162,358 | +111,041+68.39% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #66 | $7.2M | 242,710 | $9.5M | 346,581 | -103,871-29.97% | Reduce |
| CFS Investment Advisory Services, LLC |
| 0.41% | 0.54% | #6 | $6.2M | 207,490 | $7.9M | 256,023 | -48,533-18.96% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #62 | $5.6M | 185,317 | $5.6M | 196,726 | -11,409-5.80% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #36 | $4.7M | 157,269 | $4.6M | 162,479 | -5,210-3.21% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #59 | $4.2M | 138,684 | $4.1M | 142,824 | -4,140-2.90% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #25 | $3.9M | 130,176 | $3.7M | 128,965 | +1,211+0.94% | Add |
| Cerity Partners LLC |
| <0.01% | 0.01% | #40 | $3.5M | 117,955 | $4.5M | 158,473 | -40,518-25.57% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #72 | $3.4M | 114,338 | $8.0M | 280,684 | -166,346-59.26% | Reduce |
| Keystone Financial Group |
| 0.19% | 0.52% | #10 | $3.4M | 112,128 | $8.1M | 285,103 | -172,975-60.67% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #43 | $3.2M | 107,490 | $2.9M | 102,499 | +4,991+4.87% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #56 | $2.8M | 93,742 | $3.1M | 111,493 | -17,751-15.92% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #69 | $2.7M | 89,661 | $724,141 | 25,471 | +64,190+252.01% | Add |
| BEACON FINANCIAL GROUP |
| 0.2% | 0.22% | #9 | $2.2M | 72,614 | $2.2M | 77,313 | -4,699-6.08% | Reduce |
| FORTRESS FINANCIAL GROUP, LLC |
| 1.28% | 1.7% | #2 | $2.1M | 71,405 | $2.3M | 81,055 | -9,650-11.91% | Reduce |
| EHRLICH FINANCIAL GROUP |
| 0.94% | 1.23% | #3 | $1.8M | 61,005 | $2.1M | 75,328 | -14,323-19.01% | Reduce |
| Ameritas Advisory Services, LLC |
| 0.03% | 0.05% | #19 | $1.7M | 56,398 | $1.4M | 49,788 | +6,610+13.28% | Add |
| Midwest Capital Advisors, LLC |
| 0.58% | 0.66% | #5 | $1.4M | 47,494 | $1.4M | 49,420 | -1,926-3.90% | Reduce |
| NVWM, LLC |
| 0.26% | 0.28% | #8 | $1.3M | 43,263 | $1.3M | 44,885 | -1,622-3.61% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #53 | $1.1M | 35,606 | $1.0M | 35,753 | -147-0.41% | Reduce |
| MUIRFIELD WEALTH ADVISORS LLC |
| 0.66% | 0.68% | #4 | $1.0M | 33,753 | $919,457 | 32,341 | +1,412+4.37% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #31 | $862,565 | 28,733 | $692,107 | 24,344 | +4,389+18.03% | Add |
| Dynasty Wealth Management, LLC |
| 0.01% | 0.01% | #35 | $848,335 | 28,259 | $642,376 | 22,595 | +5,664+25.07% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #64 | $632,163 | 21,058 | $598,282 | 21,044 | +14+0.07% | Add |
| TSFG, LLC |
| 0.08% | 0.08% | #13 | $630,930 | 21,017 | $525,000 | 18,469 | +2,548+13.80% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #58 | $611,447 | 20,368 | $609,699 | 21,446 | -1,078-5.03% | Reduce |
| Cornerstone Wealth Management, LLC |
| 0.03% | 0.03% | #23 | $592,474 | 19,736 | $552,508 | 19,434 | +302+1.55% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #28 | $570,357 | 18,999 | $0 | 0 | +18,999 | New Buy |
| Ethos Financial Group, LLC |
| 0.04% | 0.05% | #18 | $549,309 | 18,935 | $668,925 | 23,529 | -4,594-19.52% | Reduce |
| OpenArc Corporate Advisory, LLC |
| 0.01% | 0.01% | #34 | $534,176 | 17,794 | $369,363 | 12,992 | +4,802+36.96% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #78 | $495,000 | 16,473 | $156,000 | 5,474 | +10,999+200.93% | Add |
| Waverly Advisors, LLC |
| <0.01% | <0.01% | #45 | $477,348 | 15,901 | $452,065 | 15,901 | 00.00% | Unchanged |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.01% | 0.02% | #38 | $457,315 | 15,507 | $1.2M | 38,718 | -23,211-59.95% | Reduce |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #33 | $372,518 | 12,409 | $309,915 | 10,901 | +1,508+13.83% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.01% | 0.01% | #37 | $356,253 | 11,867 | $335,092 | 11,787 | +80+0.68% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #61 | $322,655 | 10,748 | $334,000 | 11,743 | -995-8.47% | Reduce |
| NATIXIS ADVISORS, LLC |
| <0.01% | — | #67 | $310,737 | 10,351 | $0 | 0 | +10,351 | New Buy |
| Smartleaf Asset Management LLC |
| 0.01% | 0.01% | #30 | $292,865 | 9,831 | $270,647 | 9,831 | 00.00% | Unchanged |
| Clarity Asset Management, Inc. |
| 0.14% | 0.13% | #11 | $292,425 | 9,741 | $261,350 | 9,193 | +548+5.96% | Add |
| Cornerstone Planning Group LLC |
| 0.03% | 0.04% | #20 | $269,236 | 9,050 | $265,500 | 8,651 | +399+4.61% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #82 | $265,857 | 8,856 | $0 | 0 | +8,856 | New Buy |
| HighPoint Advisor Group LLC |
| 0.01% | 0.01% | #32 | $264,134 | 8,799 | $335,586 | 11,644 | -2,845-24.43% | Reduce |
