| AlTi Global, Inc. |
| 3.19% | 3.24% | #2 | $154.4M | 4.9M | $149.1M | 4.6M | +294,570+6.35% | Add |
| FIDUCIARY TRUST CO |
| 1.67% | 1.92% | #3 | $153.8M | 4.9M | $162.2M | 5.0M | -131,844-2.61% | Reduce |
| Cerity Partners OCIO LLC |
| 3.7% | 4.57% | #1 | $73.0M | 2.3M | $76.2M | 2.4M | -36,703-1.55% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #36 | $9.9M | 317,542 | $10.5M | 326,424 | -8,882-2.72% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #26 | $7.7M | 247,310 | $7.9M | 246,148 | +1,162+0.47% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #38 | $5.8M | 185,481 | $5.7M | 176,847 | +8,634+4.88% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.11% | 0.12% | #9 | $5.7M | 182,710 | $5.2M | 161,129 | +21,581+13.39% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.05% | 0.06% | #12 | $5.7M | 182,005 | $5.2M | 160,579 | +21,426+13.34% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #28 | $3.6M | 114,087 | $3.6M | 111,366 | +2,721+2.44% | Add |
| EASTERN BANK |
| 0.05% | 0.04% | #14 | $3.1M | 98,217 | $2.5M | 78,778 | +19,439+24.68% | Add |
| Summit Trail Advisors, LLC |
| 0.04% | 0.04% | #17 | $2.9M | 91,619 | $2.8M | 88,414 | +3,205+3.62% | Add |
| SCS Capital Management LLC |
| 0.02% | 0.03% | #19 | $2.6M | 83,600 | $2.7M | 83,600 | 00.00% | Unchanged |
| Arax Advisory Partners |
| 0.01% | 0.06% | #21 | $2.2M | 71,332 | $2.2M | 68,849 | +2,483+3.61% | Add |
| MARSHALL INVESTMENT MANAGEMENT, LLC |
| 0.86% | 0.78% | #5 | $2.1M | 65,788 | $1.6M | 50,583 | +15,205+30.06% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.86% | — | #4 | $2.0M | 64,012 | $0 | 0 | +64,012 | New Buy |
| Cetera Investment Advisers |
| <0.01% | — | #37 | $1.9M | 61,452 | $0 | 0 | +61,452 | New Buy |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #24 | $1.8M | 56,722 | $1.3M | 40,279 | +16,443+40.82% | Add |
| HBW ADVISORY SERVICES LLC |
| 0.15% | 0.17% | #8 | $1.6M | 52,063 | $1.6M | 51,215 | +848+1.66% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #48 | $1.5M | 49,236 | $1.8M | 56,454 | -7,218-12.79% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #47 | $1.3M | 41,692 | $1.2M | 38,353 | +3,339+8.71% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #31 | $1.2M | 39,477 | $1.3M | 41,330 | -1,853-4.48% | Reduce |
| Modern Wealth Management, LLC |
| 0.01% | 0.02% | #22 | $1.1M | 34,023 | $1.1M | 34,618 | -595-1.72% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.05% | — | #13 | $1.0M | 32,040 | $0 | 0 | +32,040 | New Buy |
| Legacy Wealth Managment, LLC/ID |
| 0.4% | 0.42% | #7 | $963,481 | 30,782 | $836,836 | 26,021 | +4,761+18.30% | Add |
| StoneX Group Inc. |
| 0.04% | 0.04% | #16 | $917,309 | 29,306 | $829,246 | 25,785 | +3,521+13.66% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #23 | $890,839 | 28,461 | $805,860 | 25,058 | +3,403+13.58% | Add |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.01% | #25 | $884,746 | 28,267 | $885,417 | 27,532 | +735+2.67% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #40 | $869,940 | 27,794 | $815,770 | 25,366 | +2,428+9.57% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #54 | $795,193 | 25,405 | $217,550 | 8,314 | +17,091+205.57% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #27 | $725,910 | 23,192 | $746,820 | 23,222 | -30-0.13% | Reduce |
| CVA Family Office, LLC |
| 0.06% | 0.07% | #11 | $650,927 | 20,796 | $663,719 | 20,638 | +158+0.77% | Add |
| Sigma Planning Corp |
| 0.02% | 0.01% | #20 | $641,891 | 20,508 | $504,441 | 15,685 | +4,823+30.75% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #32 | $616,000 | 19,680 | $593,719 | 18,462 | +1,218+6.60% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #49 | $609,000 | 19,456 | $1.2M | 36,454 | -16,998-46.63% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #53 | $568,158 | 18,152 | $1.2M | 38,167 | -20,015-52.44% | Reduce |
| Van Diest Capital, LLC |
| 0.47% | 0.19% | #6 | $525,819 | 16,799 | $242,236 | 7,532 | +9,267+123.04% | Add |
| Inscription Capital, LLC |
| 0.03% | 0.02% | #18 | $381,681 | 12,194 | $218,688 | 6,800 | +5,394+79.32% | Add |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #42 | $370,123 | 11,825 | $380,292 | 11,825 | 00.00% | Unchanged |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #41 | $273,678 | 8,744 | $205,234 | 6,382 | +2,362+37.01% | Add |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #39 | $266,144 | 8,503 | $270,948 | 8,425 | +78+0.93% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #52 | $229,224 | 7,323 | $0 | 0 | +7,323 | New Buy |
| Holos Integrated Wealth LLC |
| 0.1% | 0.11% | #10 | $208,645 | 6,572 | $212,262 | 6,570 | +2+0.03% | Add |
| Global Retirement Partners, LLC |
| <0.01% | — | #33 | $163,010 | 5,208 | $0 | 0 | +5,208 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #46 | $150,228 | 4,799 | $14,760 | 459 | +4,340+945.53% | Add |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #35 | $124,073 | 3,964 | $129,058 | 4,013 | -49-1.22% | Reduce |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #29 | $59,564 | 1,903 | $44,445 | 1,382 | +521+37.70% | Add |
| Daytona Street Capital LLC |
| 0.04% | — | #15 | $54,917 | 2,490 | $0 | 0 | +2,490 | New Buy |
| AE Wealth Management LLC |
| <0.01% | — | #44 | $45,498 | 1,454 | $0 | 0 | +1,454 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | — | #43 | $40,408 | 1,291 | $0 | 0 | +1,291 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #55 | $25,040 | 800 | $25,728 | 800 | 00.00% | Unchanged |
