| Concurrent Investment Advisors, LLC |
| 0.13% | 0.08% | #10 | $15.3M | 283,615 | $7.6M | 172,565 | +111,050+64.35% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #36 | $13.6M | 252,587 | $8.2M | 186,622 | +65,965+35.35% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #22 | $9.5M | 176,020 | $7.3M | 164,840 | +11,180+6.78% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #38 | $6.9M | 128,425 | $5.2M | 116,939 | +11,486+9.82% | Add |
| Proactive Wealth Strategies LLC |
| 0.71% | 0.69% | #4 | $4.4M | 81,703 | $3.7M | 83,220 | -1,517-1.82% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #44 | $3.2M | 60,371 | $2.8M | 63,079 | -2,708-4.29% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #50 | $3.1M | 57,640 | $3.4M | 79,731 | -22,091-27.71% | Reduce |
| Elequin Capital, LP |
| 0.08% | — | #15 | $2.7M | 49,825 | $0 | 0 | +49,825 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #51 | $2.3M | 43,624 | $2.0M | 46,152 | -2,528-5.48% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #37 | $1.8M | 33,845 | $1.5M | 33,759 | +86+0.25% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #39 | $1.8M | 33,018 | $1.5M | 32,850 | +168+0.51% | Add |
| RiverTree Advisors, LLC |
| 0.91% | 0.93% | #3 | $1.5M | 28,735 | $1.5M | 33,212 | -4,477-13.48% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | 0.01% | #27 | $1.5M | 27,278 | $1.9M | 41,966 | -14,688-35.00% | Reduce |
| Milestones Private Investment Advisors LLC |
| 1.16% | 1.07% | #2 | $1.5M | 27,164 | $1.2M | 27,583 | -419-1.52% | Reduce |
| Plus Group Wealth Advisors LLC |
| 1.35% | 1.27% | #1 | $1.4M | 26,767 | $1.2M | 26,046 | +721+2.77% | Add |
| D.A. DAVIDSON & CO. |
| 0.01% | 0.01% | #23 | $1.4M | 26,753 | $1.1M | 24,293 | +2,460+10.13% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | 0.01% | #34 | $1.3M | 24,954 | $3.1M | 69,813 | -44,859-64.26% | Reduce |
| Tidemark, LLC |
| 0.27% | 0.25% | #7 | $1.2M | 22,546 | $996,026 | 22,546 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #52 | $1.2M | 21,860 | $4.1M | 92,971 | -71,111-76.49% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #42 | $827,920 | 15,396 | $831,244 | 18,816 | -3,420-18.18% | Reduce |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #25 | $825,633 | 15,353 | $663,603 | 15,021 | +332+2.21% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #49 | $789,352 | 14,679 | $795,759 | 18,013 | -3,334-18.51% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #24 | $773,925 | 14,391 | $631,577 | 14,296 | +95+0.66% | Add |
| Wagner Wealth Management, Corp |
| 0.54% | 0.21% | #5 | $674,178 | 12,537 | $231,623 | 5,243 | +7,294+139.12% | Add |
| SkyOak Wealth, LLC |
| 0.1% | 0.09% | #12 | $620,350 | 11,536 | $509,632 | 11,536 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #54 | $617,879 | 11,623 | $600,155 | 13,970 | -2,347-16.80% | Reduce |
| Kovack Advisors, Inc. |
| 0.03% | 0.03% | #19 | $608,603 | 11,567 | $526,774 | 11,774 | -207-1.76% | Reduce |
| Realta Investment Advisors |
| 0.16% | 0.11% | #9 | $529,379 | 9,844 | $324,403 | 7,343 | +2,501+34.06% | Add |
| COTTONWOOD CAPITAL ADVISORS, LLC |
| 0.3% | 0.29% | #6 | $500,323 | 9,304 | $412,088 | 9,328 | -24-0.26% | Reduce |
| Horst & Graben Wealth Management LLC |
| 0.06% | 0.06% | #16 | $430,088 | 8,205 | $409,761 | 8,366 | -161-1.92% | Reduce |
| Global Retirement Partners, LLC |
| 0.01% | — | #26 | $358,912 | 6,674 | $0 | 0 | +6,674 | New Buy |
| Concentrum Wealth Management |
| 0.08% | 0.1% | #14 | $354,647 | 6,595 | $333,318 | 7,545 | -950-12.59% | Reduce |
| EVERETT HARRIS & CO /CA/ |
| <0.01% | <0.01% | #30 | $354,109 | 6,585 | $290,909 | 6,585 | 00.00% | Unchanged |
| Synergy Asset Management, LLC |
| 0.03% | 0.07% | #18 | $352,603 | 6,557 | $658,201 | 14,899 | -8,342-55.99% | Reduce |
| TSA Wealth Managment LLC |
| 0.1% | 0.1% | #13 | $339,321 | 6,310 | $312,777 | 7,080 | -770-10.88% | Reduce |
| Prospera Financial Services Inc |
| <0.01% | <0.01% | #28 | $324,099 | 6,027 | $248,804 | 5,632 | +395+7.01% | Add |
| American Financial Advisors, LLC |
| 0.04% | 0.04% | #17 | $319,435 | 5,940 | $290,931 | 6,585 | -645-9.79% | Reduce |
| Elevation Capital Advisory, LLC |
| 0.11% | — | #11 | $282,855 | 5,260 | $0 | 0 | +5,260 | New Buy |
| Ethos Financial Group, LLC |
| 0.02% | — | #20 | $240,990 | 5,123 | $0 | 0 | +5,123 | New Buy |
| City Center Advisors, LLC |
| 0.17% | — | #8 | $214,684 | 3,992 | $0 | 0 | +3,992 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #45 | $201,726 | 3,751 | $0 | 0 | +3,751 | New Buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | 0.01% | #31 | $125,370 | 2,392 | $103,218 | 2,302 | +90+3.91% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.01% | — | #21 | $119,371 | 2,219 | $0 | 0 | +2,219 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #47 | $91,418 | 1,700 | $75,102 | 1,700 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #43 | $82,204 | 1,529 | $68,568 | 1,529 | 00.00% | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC |
| <0.01% | <0.01% | #32 | $45,709 | 850 | $37,551 | 850 | 00.00% | Unchanged |
| Continuum Advisory, LLC |
| <0.01% | — | #35 | $38,127 | 709 | $0 | 0 | +709 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #41 | $34,957 | 650 | $28,717 | 650 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #56 | $18,981 | 352 | $22,846 | 517 | -165-31.91% | Reduce |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #53 | $15,864 | 295 | $13,032 | 295 | 00.00% | Unchanged |
