| Private Advisor Group, LLC |
| 0.31% | <0.01% | #4 | $66.8M | 2.2M | $953,407 | 37,257 | +2.2M+5,825.58% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #17 | $53.1M | 1.8M | $43.4M | 1.7M | +60,334+3.56% | Add |
| KINTRA WEALTH, LLC |
| 1.65% | 3.44% | #2 | $31.8M | 1.0M | $48.6M | 1.9M | -870,261-45.79% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #16 | $31.5M | 1.1M | $20.5M | 827,676 | +249,856+30.19% | Add |
| Allegheny Financial Group |
| 2.72% | 2.25% | #1 | $25.6M | 845,444 | $16.7M | 653,413 | +192,031+29.39% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #24 | $8.1M | 269,100 | $6.5M | 252,914 | +16,186+6.40% | Add |
| Prosperity Financial Group, Inc. |
| 1.62% | 1.61% | #3 | $5.2M | 172,207 | $4.3M | 169,952 | +2,255+1.33% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #23 | $4.9M | 163,017 | $579,153 | 22,632 | +140,385+620.29% | Add |
| Cornerstone Wealth Management, LLC |
| 0.17% | 0.2% | #6 | $4.0M | 133,281 | $3.9M | 153,880 | -20,599-13.39% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #18 | $3.9M | 127,950 | $2.1M | 83,843 | +44,107+52.61% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #20 | $3.6M | 117,426 | $2.1M | 80,943 | +36,483+45.07% | Add |
| Advisory Services Network, LLC |
| 0.03% | 0.03% | #10 | $2.8M | 92,308 | $2.2M | 86,557 | +5,751+6.64% | Add |
| Apollon Wealth Management, LLC |
| 0.02% | 0.02% | #13 | $1.7M | 56,959 | $1.4M | 56,540 | +419+0.74% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #35 | $1.4M | 46,804 | $1.2M | 45,787 | +1,017+2.22% | Add |
| Kingsview Wealth Management, LLC |
| 0.02% | 0.02% | #14 | $1.2M | 45,176 | $1.2M | 45,176 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #36 | $1.2M | 38,173 | $1.0M | 39,176 | -1,003-2.56% | Reduce |
| IHT Wealth Management, LLC |
| 0.02% | 0.03% | #12 | $1.1M | 35,395 | $1.2M | 47,094 | -11,699-24.84% | Reduce |
| GWN SECURITIES INC. |
| 0.15% | 0.16% | #7 | $892,171 | 29,476 | $854,194 | 33,380 | -3,904-11.70% | Reduce |
| NATIXIS ADVISORS, LLC |
| <0.01% | — | #26 | $568,397 | 18,779 | $0 | 0 | +18,779 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #37 | $497,545 | 16,438 | $268,746 | 10,502 | +5,936+56.52% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #27 | $470,845 | 15,556 | $273,071 | 10,671 | +4,885+45.78% | Add |
| Dickmeyer Boyce Financial Management, Inc. |
| 0.24% | 0.25% | #5 | $466,115 | 15,400 | $427,628 | 16,711 | -1,311-7.85% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #25 | $439,184 | 14,510 | $259,000 | 10,131 | +4,379+43.22% | Add |
| PARK AVENUE SECURITIES LLC |
| <0.01% | — | #21 | $434,826 | 14,366 | $0 | 0 | +14,366 | New Buy |
| D. E. Shaw & Co., Inc. |
| <0.01% | — | #34 | $326,952 | 10,802 | $0 | 0 | +10,802 | New Buy |
| BlueChip Wealth Advisors LLC |
| 0.11% | — | #9 | $302,677 | 10,000 | $0 | 0 | +10,000 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #19 | $299,196 | 9,885 | $0 | 0 | +9,885 | New Buy |
| Pinnacle Wealth Planning Services, Inc. |
| 0.02% | 0.02% | #11 | $257,275 | 8,500 | $205,385 | 8,026 | +474+5.91% | Add |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.02% | — | #15 | $202,067 | 6,676 | $0 | 0 | +6,676 | New Buy |
| Roxbury Financial LLC |
| 0.12% | 0.12% | #8 | $151,135 | 4,993 | $131,003 | 5,119 | -126-2.46% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #30 | $46,884 | 1,549 | $0 | 0 | +1,549 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | 0.03% | #29 | $43,283 | 1,430 | $3.6M | 140,641 | -139,211-98.98% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #31 | $37,138 | 1,227 | $31,399 | 1,227 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| <0.01% | — | #22 | $19,674 | 650 | $0 | 0 | +650 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #38 | $19,614 | 648 | $16,581 | 648 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #32 | $8,330 | 275 | $0 | 0 | +275 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #39 | $5,751 | 190 | $0 | 0 | +190 | New Buy |
| Tidemark, LLC |
| <0.01% | <0.01% | #28 | $1,634 | 54 | $1,382 | 54 | 00.00% | Unchanged |
| IAG Wealth Partners, LLC |
| <0.01% | 0.01% | #33 | $1,619 | 54 | $47,956 | 1,874 | -1,820-97.12% | Reduce |
