| Neuberger Berman Group LLC |
| 0.07% | 0.08% | #3 | $106.8M | 4.0M | $109.7M | 3.9M | +113,246+2.89% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.16% | 0.21% | #2 | $96.9M | 3.5M | $94.0M | 3.3M | +194,784+5.82% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #8 | $40.4M | 1.5M | $38.5M | 1.4M | +150,223+10.95% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #17 | $8.3M | 314,465 | $5.0M | 179,038 | +135,427+75.64% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #16 | $3.9M | 148,753 | $4.1M | 147,680 | +1,073+0.73% | Add |
| IAG Wealth Partners, LLC |
| 0.26% | 0.38% | #1 | $2.7M | 100,281 | $3.4M | 121,157 | -20,876-17.23% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #23 | $2.3M | 87,546 | $2.2M | 77,896 | +9,650+12.39% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | — | #24 | $2.1M | 80,424 | $0 | 0 | +80,424 | New Buy |
| World Investment Advisors |
| 0.02% | 0.02% | #7 | $1.4M | 50,371 | $1.4M | 50,371 | 00.00% | Unchanged |
| Vise Technologies, Inc. |
| 0.02% | 0.01% | #9 | $1.4M | 51,245 | $410,772 | 18,156 | +33,089+182.25% | Add |
| Private Advisor Group, LLC |
| <0.01% | 0.03% | #14 | $981,528 | 36,997 | $5.9M | 212,233 | -175,236-82.57% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #22 | $797,068 | 30,048 | $757,574 | 27,031 | +3,017+11.16% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #18 | $714,453 | 26,930 | $781,000 | 27,849 | -919-3.30% | Reduce |
| Brookwood Investment Group LLC |
| 0.05% | 0.06% | #4 | $473,322 | 17,841 | $487,542 | 17,394 | +447+2.57% | Add |
| NorthCrest Asset Manangement, LLC |
| 0.01% | 0.02% | #10 | $472,893 | 17,140 | $492,732 | 17,448 | -308-1.77% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #27 | $451,965 | 17,036 | $383,661 | 13,688 | +3,348+24.46% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | — | #28 | $389,790 | 14,790 | $0 | 0 | +14,790 | New Buy |
| Advisors Preferred, LLC |
| 0.05% | — | #5 | $335,996 | 12,660 | $0 | 0 | +12,660 | New Buy |
| HB Wealth Management, LLC |
| <0.01% | — | #19 | $256,784 | 9,679 | $0 | 0 | +9,679 | New Buy |
| REGIONS FINANCIAL CORP |
| <0.01% | <0.01% | #20 | $233,429 | 9,493 | $247,910 | 9,505 | -12-0.13% | Reduce |
| MGO ONE SEVEN LLC |
| <0.01% | — | #15 | $221,048 | 8,332 | $0 | 0 | +8,332 | New Buy |
| PRIVATE TRUST CO NA |
| 0.01% | — | #12 | $124,293 | 4,685 | $0 | 0 | +4,685 | New Buy |
| Wealth Enhancement Trust Services, Inc. |
| 0.01% | 0.04% | #11 | $92,310 | 4,080 | $309,752 | 11,051 | -6,971-63.08% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #29 | $50,000 | 1,888 | $53,000 | 1,888 | 00.00% | Unchanged |
| Key FInancial Inc |
| 0.01% | — | #13 | $49,346 | 1,860 | $0 | 0 | +1,860 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #30 | $32,309 | 1,217 | $28,607 | 1,216 | +1+0.08% | Add |
| HUNTINGTON NATIONAL BANK |
| <0.01% | — | #26 | $26,530 | 1,000 | $0 | 0 | +1,000 | New Buy |
| Golden State Wealth Management, LLC |
| <0.01% | <0.01% | #21 | $13,345 | 503 | $14,099 | 503 | 00.00% | Unchanged |
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
| 0.03% | 0.03% | #6 | $13,000 | 490 | $11,912 | 425 | +65+15.29% | Add |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #25 | $5,863 | 221 | $6,194 | 221 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #31 | $321 | 12 | $0 | 0 | +12 | New Buy |
