| Rockefeller Capital Management L.P. |
| 0.43% | 0.41% | #3 | $279.6M | 11.0M | $229.9M | 9.2M | +1.7M+18.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.02% | 0.02% | #13 | $92.1M | 3.6M | $80.9M | 3.3M | +355,205+10.92% | Add |
| SouthState Bank Corp |
| 1.5% | 1.22% | #1 | $36.0M | 1.4M | $26.0M | 1.0M | +362,235+34.60% | Add |
| MANNING & NAPIER ADVISORS LLC |
| 0.25% | 0.28% | #4 | $19.3M | 755,341 | $19.7M | 793,086 | -37,745-4.76% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #17 | $11.2M | 439,279 | $9.6M | 384,452 | +54,827+14.26% | Add |
| Gotham Asset Management, LLC |
| 0.02% | — | #12 | $10.2M | 400,000 | $0 | 0 | +400,000 | New Buy |
| Geneos Wealth Management Inc. |
| 0.12% | 0.13% | #6 | $5.8M | 225,761 | $5.5M | 221,164 | +4,597+2.08% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #22 | $5.5M | 217,124 | $4.1M | 163,551 | +53,573+32.76% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #19 | $4.1M | 161,706 | $3.1M | 126,599 | +35,107+27.73% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #15 | $3.9M | 154,628 | $2.2M | 88,213 | +66,415+75.29% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #21 | $3.5M | 136,267 | $3.8M | 152,580 | -16,313-10.69% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.03% | — | #11 | $2.1M | 81,609 | $0 | 0 | +81,609 | New Buy |
| Johnson & White Wealth Management, LLC |
| 0.7% | 0.73% | #2 | $1.9M | 73,136 | $1.7M | 69,244 | +3,892+5.62% | Add |
| LVW Advisors, LLC |
| 0.09% | 0.09% | #7 | $1.1M | 41,817 | $953,491 | 38,339 | +3,478+9.07% | Add |
| Balboa Wealth Partners |
| 0.13% | 0.16% | #5 | $974,870 | 38,176 | $949,437 | 38,176 | 00.00% | Unchanged |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #20 | $903,364 | 35,376 | $820,222 | 32,980 | +2,396+7.27% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #26 | $809,702 | 31,708 | $208,386 | 8,379 | +23,329+278.42% | Add |
| Triumph Capital Management |
| 0.08% | 0.08% | #8 | $441,010 | 17,270 | $379,765 | 15,270 | +2,000+13.10% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #27 | $417,364 | 16,344 | $245,367 | 9,866 | +6,478+65.66% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #18 | $383,273 | 15,009 | $360,739 | 14,505 | +504+3.47% | Add |
| Diversify Advisory Services, LLC |
| 0.04% | 0.04% | #9 | $265,277 | 10,572 | $265,277 | 10,572 | 00.00% | Unchanged |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| <0.01% | <0.01% | #16 | $250,489 | 9,942 | $265,277 | 10,572 | -630-5.96% | Reduce |
| FINANCIAL MANAGEMENT NETWORK INC |
| 0.04% | — | #10 | $245,697 | 9,673 | $0 | 0 | +9,673 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | — | #23 | $76,073 | 2,979 | $0 | 0 | +2,979 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #25 | $51,072 | 2,000 | $49,740 | 2,000 | 00.00% | Unchanged |
| Lodestone Wealth Management LLC |
| 0.01% | 0.01% | #14 | $20,258 | 793 | $19,483 | 783 | +10+1.28% | Add |
| Clearstead Advisors, LLC |
| <0.01% | <0.01% | #24 | $15,092 | 591 | $14,699 | 591 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #28 | $7,662 | 300 | $0 | 0 | +300 | New Buy |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | — | #29 | $5,541 | 217 | $0 | 0 | +217 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #30 | $4,239 | 166 | $0 | 0 | +166 | New Buy |
