| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #22 | $30.9M | 473,572 | $21.6M | 361,076 | +112,496+31.16% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #26 | $27.6M | 422,223 | $26.6M | 443,671 | -21,448-4.83% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #36 | $26.8M | 410,354 | $8.8M | 151,940 | +258,414+170.08% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #25 | $25.4M | 388,741 | $22.3M | 372,802 | +15,939+4.28% | Add |
| Wealth Alliance Advisory Group, LLC |
| 1.92% | 1.75% | #2 | $13.3M | 203,442 | $11.1M | 184,874 | +18,568+10.04% | Add |
| BKM Wealth Management, LLC |
| 3.8% | 3.78% | #1 | $10.7M | 164,445 | $10.4M | 172,819 | -8,374-4.85% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #18 | $9.9M | 150,988 | $6.7M | 111,747 | +39,241+35.12% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #29 | $9.2M | 141,226 | $801,597 | 13,384 | +127,842+955.19% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #35 | $7.5M | 114,749 | $5.4M | 89,981 | +24,768+27.53% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #34 | $7.4M | 112,990 | $6.2M | 104,047 | +8,943+8.60% | Add |
| Crumly & Associates Inc. |
| 1.15% | 1.2% | #3 | $6.0M | 91,913 | $5.7M | 95,116 | -3,203-3.37% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | <0.01% | #17 | $5.8M | 88,427 | $201,000 | 3,354 | +85,073+2,536.46% | Add |
| RVW Wealth, LLC |
| 0.34% | 0.37% | #6 | $5.1M | 78,826 | $4.7M | 78,310 | +516+0.66% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #42 | $4.8M | 74,248 | $3.2M | 53,959 | +20,289+37.60% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #47 | $3.9M | 59,104 | $956,683 | 15,974 | +43,130+270.00% | Add |
| Private Advisor Group, LLC |
| 0.02% | — | #14 | $3.8M | 58,878 | $0 | 0 | +58,878 | New Buy |
| Baird Financial Group, Inc. |
| <0.01% | <0.01% | #24 | $3.0M | 46,610 | $3.1M | 51,570 | -4,960-9.62% | Reduce |
| Garden State Investment Advisory Services LLC |
| 0.55% | 0.68% | #5 | $3.0M | 46,176 | $3.1M | 51,389 | -5,213-10.14% | Reduce |
| L & S Advisors Inc |
| 0.26% | 0.51% | #8 | $2.5M | 37,907 | $2.3M | 38,008 | -101-0.27% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #32 | $2.1M | 31,500 | $1.7M | 29,097 | +2,403+8.26% | Add |
| Kingsview Wealth Management, LLC |
| 0.04% | 0.11% | #12 | $2.0M | 33,549 | $7.9M | 132,453 | -98,904-74.67% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #28 | $1.8M | 27,614 | $1.8M | 29,030 | -1,416-4.88% | Reduce |
| Goldstein Advisors, LLC |
| 0.15% | 0.17% | #10 | $1.6M | 24,781 | $1.5M | 25,405 | -624-2.46% | Reduce |
| Gaddis Premier Wealth Advisors LLC |
| 0.71% | 0.78% | #4 | $1.2M | 17,871 | $1.1M | 17,735 | +136+0.77% | Add |
| Strategic Financial Concepts, LLC |
| 0.3% | 0.23% | #7 | $1.0M | 15,496 | $927,225 | 15,482 | +14+0.09% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | — | #19 | $976,896 | 14,960 | $0 | 0 | +14,960 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #49 | $770,807 | 11,804 | $706,942 | 11,804 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #41 | $589,034 | 9,018 | $282,727 | 4,719 | +4,299+91.10% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #40 | $534,145 | 8,179 | $488,061 | 8,149 | +30+0.37% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #44 | $524,608 | 8,034 | $483,417 | 8,072 | -38-0.47% | Reduce |
| Avior Wealth Management, LLC |
| 0.01% | 0.01% | #15 | $486,122 | 8,117 | $486,122 | 8,117 | 00.00% | Unchanged |
| Family Capital Trust Co |
| 0.16% | 0.13% | #9 | $416,279 | 7,406 | $368,433 | 6,153 | +1,253+20.36% | Add |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.01% | 0.02% | #16 | $328,396 | 5,029 | $285,000 | 4,765 | +264+5.54% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | — | #39 | $318,096 | 4,871 | $0 | 0 | +4,871 | New Buy |
| Pinnacle Bancorp, Inc. |
| 0.07% | 0.08% | #11 | $282,425 | 4,325 | $259,024 | 4,325 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #45 | $253,431 | 3,881 | $230,816 | 3,854 | +27+0.70% | Add |
| Atlas Wealth LLC |
| 0.03% | — | #13 | $201,648 | 3,088 | $0 | 0 | +3,088 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #48 | $143,857 | 2,203 | $0 | 0 | +2,203 | New Buy |
| ROTHSCHILD INVESTMENT LLC |
| <0.01% | <0.01% | #33 | $52,083 | 798 | $47,590 | 795 | +3+0.38% | Add |
| FMR LLC |
| <0.01% | <0.01% | #51 | $49,095 | 752 | $41,314 | 690 | +62+8.99% | Add |
| Avalon Trust Co |
| <0.01% | <0.01% | #31 | $39,181 | 600 | $35,934 | 600 | 00.00% | Unchanged |
| TFC Financial Management, Inc. |
| <0.01% | <0.01% | #27 | $35,981 | 551 | $33,000 | 551 | 00.00% | Unchanged |
| Wealth Enhancement Trust Services, Inc. |
| <0.01% | <0.01% | #23 | $33,528 | 575 | $34,437 | 575 | 00.00% | Unchanged |
| SouthState Bank Corp |
| <0.01% | <0.01% | #37 | $31,869 | 488 | $29,119 | 486 | +2+0.41% | Add |
| BARRETT & COMPANY, INC. |
| 0.01% | 0.01% | #21 | $23,639 | 362 | $21,680 | 362 | 00.00% | Unchanged |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
| 0.01% | 0.01% | #20 | $23,508 | 360 | $21,560 | 360 | 00.00% | Unchanged |
| HOLLENCREST CAPITAL MANAGEMENT |
| <0.01% | <0.01% | #38 | $19,590 | 300 | $17,967 | 300 | 00.00% | Unchanged |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #46 | $18,611 | 285 | $17,069 | 285 | 00.00% | Unchanged |
| GoalVest Advisory LLC |
| <0.01% | <0.01% | #30 | $13,387 | 205 | $12,277 | 205 | 00.00% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. |
| <0.01% | <0.01% | #43 | $5,289 | 81 | $4,851 | 81 | 00.00% | Unchanged |
