| CULLEN/FROST BANKERS, INC. |
| 1.18% | 1.17% | #1 | $119.4M | 2.1M | $102.6M | 2.2M | -40,887-1.90% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.12% | #8 | $97.3M | 1.7M | $440.9M | 9.2M | -7.5M-81.39% | Reduce |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
| 0.62% | 0.84% | #3 | $89.4M | 1.6M | $99.8M | 2.1M | -510,264-24.41% | Reduce |
| Mariner, LLC |
| 0.02% | — | #9 | $17.9M | 316,241 | $0 | 0 | +316,241 | New Buy |
| Kesler, Norman & Wride, LLC |
| 0.91% | 0.85% | #2 | $5.8M | 101,985 | $4.9M | 103,667 | -1,682-1.62% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #13 | $4.6M | 81,449 | $570,540 | 11,956 | +69,493+581.24% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #11 | $3.0M | 53,620 | $1.7M | 35,680 | +17,940+50.28% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.07% | 0.05% | #7 | $1.8M | 32,046 | $1.1M | 23,658 | +8,388+35.46% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #12 | $1.8M | 31,299 | $1.5M | 31,277 | +22+0.07% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #18 | $1.4M | 25,461 | $1.1M | 23,995 | +1,466+6.11% | Add |
| Hilltop Partners LLC |
| 0.24% | — | #4 | $1.0M | 17,656 | $0 | 0 | +17,656 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #19 | $755,024 | 13,342 | $1.6M | 33,834 | -20,492-60.57% | Reduce |
| Empirical Asset Management, LLC |
| 0.14% | 0.14% | #6 | $623,071 | 11,010 | $527,557 | 11,055 | -45-0.41% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #21 | $546,603 | 9,659 | $490,323 | 10,275 | -616-6.00% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #10 | $534,269 | 9,441 | $419,557 | 8,792 | +649+7.38% | Add |
| D. E. Shaw & Co., Inc. |
| <0.01% | — | #16 | $382,435 | 6,758 | $0 | 0 | +6,758 | New Buy |
| Cordgrass Capital Advisors, LLC |
| 0.14% | — | #5 | $378,134 | 6,682 | $0 | 0 | +6,682 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #17 | $362,949 | 6,678 | $215,527 | 4,651 | +2,027+43.58% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #14 | $328,680 | 5,808 | $259,839 | 5,445 | +363+6.67% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #20 | $277,970 | 4,912 | $1.1M | 22,763 | -17,851-78.42% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #22 | $118,227 | 2,128 | $157,505 | 3,427 | -1,299-37.90% | Reduce |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #15 | $21,474 | 382 | $18,439 | 382 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | — | #24 | $14,713 | 260 | $0 | 0 | +260 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #23 | $14,000 | 241 | $11,000 | 236 | +5+2.12% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #25 | $38 | 1 | $32 | 1 | 00.00% | Unchanged |
