| Bank of New York Mellon Corp |
| 0.06% | 0.06% | #3 | $380.1M | 12.4M | $330.0M | 12.2M | +150,576+1.23% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | — | #5 | $76.2M | 2.5M | $0 | 0 | +2.5M | New Buy |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.2% | — | #2 | $19.8M | 644,442 | $0 | 0 | +644,442 | New Buy |
| LPL Financial LLC |
| <0.01% | — | #11 | $10.1M | 328,786 | $0 | 0 | +328,786 | New Buy |
| J.M. Arbour, LLC |
| 1.51% | — | #1 | $1.8M | 57,081 | $0 | 0 | +57,081 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #10 | $1.6M | 51,649 | $801,000 | 29,637 | +22,012+74.27% | Add |
| Independent Advisor Alliance |
| 0.02% | — | #4 | $853,436 | 27,745 | $0 | 0 | +27,745 | New Buy |
| CreativeOne Wealth, LLC |
| 0.02% | — | #6 | $725,905 | 23,599 | $0 | 0 | +23,599 | New Buy |
| Brookstone Capital Management |
| <0.01% | <0.01% | #9 | $411,692 | 13,384 | $366,338 | 13,548 | -164-1.21% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #17 | $375,272 | 12,200 | $632,249 | 23,382 | -11,182-47.82% | Reduce |
| US BANCORP \DE\ |
| <0.01% | — | #14 | $357,062 | 11,608 | $0 | 0 | +11,608 | New Buy |
| Creative Planning |
| <0.01% | — | #16 | $250,479 | 8,143 | $0 | 0 | +8,143 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #18 | $142,173 | 4,622 | $7,436 | 275 | +4,347+1,580.73% | Add |
| AdvisorNet Financial, Inc |
| 0.01% | — | #8 | $129,930 | 4,224 | $0 | 0 | +4,224 | New Buy |
| AE Wealth Management LLC |
| <0.01% | — | #13 | $119,841 | 3,896 | $0 | 0 | +3,896 | New Buy |
| Horizon Investments, LLC |
| <0.01% | <0.01% | #12 | $59,213 | 1,925 | $102,644 | 3,796 | -1,871-49.29% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #19 | $54,635 | 1,791 | $0 | 0 | +1,791 | New Buy |
| SITTNER & NELSON, LLC |
| 0.01% | — | #7 | $46,540 | 1,513 | $0 | 0 | +1,513 | New Buy |
| GeoWealth Management, LLC |
| <0.01% | — | #15 | $11,258 | 366 | $0 | 0 | +366 | New Buy |
