| ENVESTNET ASSET MANAGEMENT INC |
| 0.08% | 0.09% | #6 | $344.4M | 6.6M | $346.5M | 8.3M | -1.8M-21.07% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | <0.01% | #15 | $37.4M | 713,956 | $70,000 | 1,684 | +712,272+42,296.44% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | 0.02% | #9 | $18.1M | 345,438 | $13.3M | 320,634 | +24,804+7.74% | Add |
| Aspire Capital Advisors LLC |
| 2.81% | 2.65% | #1 | $14.4M | 275,341 | $11.8M | 283,426 | -8,085-2.85% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | <0.01% | #14 | $12.0M | 228,195 | $4.0M | 96,876 | +131,319+135.55% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #20 | $9.1M | 173,678 | $5.5M | 131,786 | +41,892+31.79% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #13 | $9.0M | 172,512 | $6.9M | 166,751 | +5,761+3.45% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #12 | $8.5M | 162,595 | $6.0M | 143,655 | +18,940+13.18% | Add |
| BAILARD, INC. |
| 0.04% | 0.04% | #8 | $1.9M | 36,279 | $1.6M | 37,668 | -1,389-3.69% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #22 | $951,950 | 18,178 | $309,163 | 7,436 | +10,742+144.46% | Add |
| Capital Analysts, LLC |
| 0.02% | <0.01% | #10 | $860,439 | 16,430 | $56,000 | 1,340 | +15,090+1,126.12% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #23 | $854,582 | 16,318 | $693,602 | 16,681 | -363-2.18% | Reduce |
| Legacy Wealth Management, LLC / MS |
| 0.19% | 0.17% | #3 | $759,045 | 14,494 | $602,656 | 14,494 | 00.00% | Unchanged |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #25 | $539,097 | 10,294 | $435,675 | 10,478 | -184-1.76% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #30 | $435,456 | 8,315 | $213,430 | 5,133 | +3,182+61.99% | Add |
| Clarity Asset Management, Inc. |
| 0.19% | 1.49% | #4 | $388,580 | 7,420 | $2.9M | 70,687 | -63,267-89.50% | Reduce |
| BNB Wealth Management, LLC |
| 0.2% | 0.16% | #2 | $365,857 | 6,986 | $244,906 | 5,890 | +1,096+18.61% | Add |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.01% | — | #16 | $334,536 | 6,388 | $0 | 0 | +6,388 | New Buy |
| COZAD ASSET MANAGEMENT INC |
| 0.02% | — | #11 | $304,968 | 5,823 | $0 | 0 | +5,823 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #34 | $284,160 | 5,426 | $412,349 | 9,917 | -4,491-45.29% | Reduce |
| Bank of New York Mellon Corp |
| <0.01% | — | #32 | $224,017 | 4,278 | $0 | 0 | +4,278 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #28 | $216,791 | 4,140 | $0 | 0 | +4,140 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #17 | $209,742 | 4,005 | $79,210 | 1,905 | +2,100+110.24% | Add |
| Safeguard Investment Advisory Group, LLC |
| 0.05% | — | #7 | $203,196 | 3,880 | $0 | 0 | +3,880 | New Buy |
| Plante Moran Financial Advisors, LLC |
| <0.01% | — | #19 | $47,761 | 912 | $0 | 0 | +912 | New Buy |
| BESSEMER GROUP INC |
| <0.01% | <0.01% | #31 | $39,277 | 750 | $31,000 | 750 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #27 | $27,925 | 533 | $0 | 0 | +533 | New Buy |
| EverSource Wealth Advisors, LLC |
| <0.01% | <0.01% | #24 | $26,290 | 502 | $83 | 2 | +500+25,000.00% | Add |
| LGT Financial Advisors LLC |
| 0.12% | 0.09% | #5 | $22,990 | 439 | $18,254 | 439 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #33 | $15,973 | 305 | $12,682 | 305 | 00.00% | Unchanged |
| TD Capital Management LLC |
| <0.01% | <0.01% | #21 | $15,868 | 303 | $28,607 | 688 | -385-55.96% | Reduce |
| Triumph Capital Management |
| <0.01% | <0.01% | #18 | $15,606 | 298 | $11,726 | 282 | +16+5.67% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | — | #29 | $10,945 | 209 | $0 | 0 | +209 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #35 | $10,248 | 200 | $4,157 | 102 | +98+96.08% | Add |
| Buck Wealth Strategies, LLC |
| <0.01% | — | #26 | $6,400 | 122 | $0 | 0 | +122 | New Buy |
