| LPL Financial LLC |
| <0.01% | <0.01% | #18 | $17.0M | 257,534 | $16.7M | 255,647 | +1,887+0.74% | Add |
| Integrated Wealth Concepts LLC |
| 0.07% | 0.11% | #8 | $14.6M | 220,919 | $14.2M | 216,976 | +3,943+1.82% | Add |
| Occidental Asset Management, LLC |
| 1.16% | 1.32% | #3 | $11.7M | 176,935 | $11.2M | 170,657 | +6,278+3.68% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #19 | $8.6M | 130,651 | $10.7M | 162,733 | -32,082-19.71% | Reduce |
| Anderson Financial Strategies, LLC |
| 2.25% | 2.22% | #1 | $4.3M | 65,617 | $4.0M | 60,680 | +4,937+8.14% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #16 | $2.2M | 32,885 | $2.1M | 31,575 | +1,310+4.15% | Add |
| Talisman Wealth Advisors LLC |
| 1.74% | — | #2 | $2.1M | 22,173 | $0 | 0 | +22,173 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #25 | $1.8M | 26,840 | $1.7M | 25,285 | +1,555+6.15% | Add |
| MOODY NATIONAL BANK TRUST DIVISION |
| 0.14% | 0.14% | #5 | $1.7M | 25,624 | $1.5M | 23,210 | +2,414+10.40% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #17 | $1.2M | 18,150 | $1.6M | 24,458 | -6,308-25.79% | Reduce |
| Belpointe Asset Management LLC |
| 0.02% | — | #12 | $706,832 | 10,681 | $0 | 0 | +10,681 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #22 | $700,846 | 10,586 | $506,109 | 7,744 | +2,842+36.70% | Add |
| VestGen Advisors, LLC |
| 0.02% | 0.02% | #13 | $688,700 | 10,407 | $709,313 | 10,705 | -298-2.78% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #20 | $668,139 | 10,096 | $690,202 | 10,535 | -439-4.17% | Reduce |
| NewSquare Capital LLC |
| 0.04% | 0.05% | #10 | $560,383 | 8,468 | $543,054 | 8,289 | +179+2.16% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #32 | $517,104 | 7,814 | $511,934 | 7,814 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #27 | $485,558 | 7,337 | $486,988 | 7,433 | -96-1.29% | Reduce |
| Schwallier Wealth Management LLC |
| 0.18% | 1.17% | #4 | $280,805 | 4,243 | $1.6M | 24,454 | -20,211-82.65% | Reduce |
| Fermata Advisors, LLC |
| 0.05% | 0.05% | #9 | $247,972 | 3,747 | $219,844 | 3,356 | +391+11.65% | Add |
| Forum Finance Group S.A. |
| 0.07% | 0.11% | #7 | $247,501 | 3,740 | $245,026 | 3,740 | 00.00% | Unchanged |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.01% | 0.01% | #14 | $221,758 | 3,351 | $221,244 | 3,377 | -26-0.77% | Reduce |
| FLOW TRADERS U.S. LLC |
| 0.01% | 0.01% | #15 | $214,809 | 3,246 | $206,000 | 3,142 | +104+3.31% | Add |
| Collaborative Wealth Managment Inc. |
| 0.09% | 0.11% | #6 | $205,280 | 3,102 | $247,668 | 3,780 | -678-17.94% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #33 | $109,000 | 1,654 | $108,000 | 1,654 | 00.00% | Unchanged |
| Frazier Financial Advisors, LLC |
| 0.04% | 0.04% | #11 | $71,736 | 1,084 | $71,019 | 1,084 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #29 | $50,493 | 763 | $49,988 | 763 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #24 | $49,632 | 750 | $49,136 | 750 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #30 | $48,799 | 737 | $1,859 | 28 | +709+2,532.14% | Add |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #23 | $31,434 | 475 | $31,120 | 475 | 00.00% | Unchanged |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #26 | $4,058 | 61 | $3,965 | 61 | 00.00% | Unchanged |
| MCDONALD PARTNERS LLC |
| <0.01% | — | #21 | $4,037 | 61 | $0 | 0 | +61 | New Buy |
| Parallel Advisors, LLC |
| <0.01% | <0.01% | #31 | $3,441 | 52 | $4,586 | 70 | -18-25.71% | Reduce |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #28 | $331 | 5 | $328 | 5 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | — | #34 | $66 | 1 | $0 | 0 | +1 | New Buy |