| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #18 | $25.3M | 925,071 | $19.4M | 702,741 | +222,330+31.64% | Add |
| David Kennon Inc |
| 3.08% | 3.44% | #1 | $9.3M | 340,918 | $9.6M | 347,716 | -6,798-1.96% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #54 | $6.0M | 217,674 | $4.8M | 172,738 | +44,936+26.01% | Add |
| Eaton Financial Holdings Company, LLC |
| 1.37% | 0.09% | #2 | $5.0M | 181,647 | $284,017 | 10,289 | +171,358+1,665.45% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #50 | $4.4M | 161,026 | $1.2M | 44,079 | +116,947+265.31% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #48 | $3.7M | 136,888 | $3.2M | 114,280 | +22,608+19.78% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #49 | $3.7M | 133,957 | $3.2M | 117,415 | +16,542+14.09% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #29 | $3.1M | 112,284 | $3.0M | 110,120 | +2,164+1.97% | Add |
| Global Retirement Partners, LLC |
| 0.04% | — | #17 | $2.9M | 106,225 | $0 | 0 | +106,225 | New Buy |
| SCOTIA CAPITAL INC. |
| 0.01% | 0.01% | #28 | $2.7M | 99,467 | $2.7M | 98,524 | +943+0.96% | Add |
| BEAM WEALTH ADVISORS, INC. |
| 0.69% | 0.68% | #4 | $2.7M | 98,266 | $2.7M | 98,266 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #57 | $2.5M | 92,408 | $1.9M | 69,837 | +22,571+32.32% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #39 | $2.5M | 90,703 | $1.7M | 60,469 | +30,234+50.00% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #52 | $2.3M | 85,056 | $2.5M | 89,329 | -4,273-4.78% | Reduce |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
| 0.02% | 0.03% | #23 | $2.0M | 73,420 | $2.0M | 70,805 | +2,615+3.69% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #37 | $2.0M | 70,421 | $1.6M | 57,356 | +13,065+22.78% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #44 | $1.7M | 62,689 | $1.2M | 42,817 | +19,872+46.41% | Add |
| WealthTrust Axiom LLC |
| 0.34% | 0.38% | #7 | $1.5M | 54,880 | $1.5M | 55,380 | -500-0.90% | Reduce |
| Fullerton Advisors, LLC |
| 1.31% | 1.45% | #3 | $1.4M | 51,119 | $1.4M | 50,741 | +378+0.74% | Add |
| Ameritas Advisory Services, LLC |
| 0.02% | 0.03% | #21 | $1.2M | 44,934 | $900,698 | 32,628 | +12,306+37.72% | Add |
| Soltis Investment Advisors LLC |
| 0.07% | 0.02% | #15 | $1.2M | 44,586 | $262,079 | 9,494 | +35,092+369.62% | Add |
| IFP Advisors, Inc |
| 0.02% | 0.02% | #24 | $1.1M | 41,123 | $1.1M | 38,849 | +2,274+5.85% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #59 | $1.1M | 38,933 | $1.1M | 41,004 | -2,071-5.05% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #61 | $1.0M | 37,518 | $6.3M | 229,750 | -192,232-83.67% | Reduce |
| Element Wealth, LLC |
| 0.37% | 0.41% | #6 | $990,480 | 36,189 | $992,553 | 35,956 | +233+0.65% | Add |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #31 | $863,059 | 31,533 | $886,340 | 32,108 | -575-1.79% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #26 | $808,895 | 29,554 | $0 | 0 | +29,554 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #42 | $785,711 | 28,707 | $302,000 | 10,943 | +17,764+162.33% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #46 | $639,470 | 23,364 | $549,795 | 19,916 | +3,448+17.31% | Add |
| Plus Group Wealth Advisors LLC |
| 0.6% | 0.7% | #5 | $634,508 | 23,183 | $638,009 | 23,112 | +71+0.31% | Add |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #53 | $609,691 | 21,800 | $604,662 | 21,800 | 00.00% | Unchanged |
| Dynasty Wealth Management, LLC |
| <0.01% | <0.01% | #34 | $592,451 | 21,646 | $286,926 | 10,394 | +11,252+108.25% | Add |
| FMR LLC |
| <0.01% | <0.01% | #67 | $588,125 | 21,488 | $547,798 | 19,844 | +1,644+8.28% | Add |
| ARWA LLC |
| 0.22% | 0.25% | #12 | $536,446 | 18,916 | $504,243 | 17,768 | +1,148+6.46% | Add |
| Cannon Advisors, Inc. |
| 0.32% | — | #8 | $530,804 | 18,850 | $0 | 0 | +18,850 | New Buy |
| BEACON FINANCIAL GROUP |
| 0.05% | 0.05% | #16 | $498,642 | 18,219 | $500,207 | 18,120 | +99+0.55% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #40 | $497,670 | 18,183 | $494,188 | 17,902 | +281+1.57% | Add |
| Texas Capital Bank Wealth Management Services Inc |
| 0.03% | 0.02% | #20 | $467,069 | 17,065 | $261,281 | 9,465 | +7,600+80.30% | Add |
| OmniStar Financial Group, Inc. |
| 0.21% | 0.22% | #13 | $450,341 | 16,453 | $431,268 | 15,633 | +820+5.25% | Add |
| Prime Capital Investment Advisors, LLC |
| <0.01% | <0.01% | #35 | $406,362 | 14,847 | $394,538 | 14,292 | +555+3.88% | Add |
| Ball & Co Wealth Management Inc. |
| 0.28% | 0.33% | #9 | $393,061 | 14,361 | $398,000 | 14,418 | -57-0.40% | Reduce |
| &PARTNERS |
| <0.01% | <0.01% | #43 | $382,625 | 13,980 | $365,845 | 12,974 | +1,006+7.75% | Add |
| Elm3 Financial Group, LLC |
| 0.25% | 0.34% | #10 | $366,758 | 13,400 | $408,030 | 14,781 | -1,381-9.34% | Reduce |
| Advocate Investing Services LLC |
| 0.23% | 0.26% | #11 | $303,807 | 11,100 | $306,416 | 11,100 | 00.00% | Unchanged |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #36 | $296,088 | 10,818 | $285,530 | 10,343 | +475+4.59% | Add |
| HUB Investment Partners, LLC |
| 0.01% | 0.01% | #32 | $292,339 | 10,681 | $294,849 | 10,681 | 00.00% | Unchanged |
| SAGESPRING WEALTH PARTNERS, LLC |
| <0.01% | — | #33 | $291,764 | 10,660 | $0 | 0 | +10,660 | New Buy |
| KWB Wealth |
| 0.02% | — | #22 | $287,746 | 10,513 | $0 | 0 | +10,513 | New Buy |
| Stratos Investment Management, LLC |
| 0.01% | 0.01% | #27 | $281,072 | 10,269 | $283,103 | 10,255 | +14+0.14% | Add |
| OpenArc Corporate Advisory, LLC |
| <0.01% | — | #38 | $263,464 | 9,626 | $0 | 0 | +9,626 | New Buy |
