| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #29 | $40.8M | 816,681 | $29.2M | 784,338 | +32,343+4.12% | Add |
| Modern Wealth Management, LLC |
| 0.26% | 0.36% | #4 | $21.5M | 431,017 | $20.8M | 553,128 | -122,111-22.08% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.01% | 0.01% | #21 | $12.1M | 241,511 | $9.1M | 245,014 | -3,503-1.43% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #36 | $5.8M | 116,568 | $4.4M | 117,589 | -1,021-0.87% | Reduce |
| Clearwater Capital Advisors, LLC |
| 0.31% | 0.31% | #2 | $4.2M | 83,879 | $3.8M | 103,284 | -19,405-18.79% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #54 | $3.9M | 78,754 | $3.8M | 98,445 | -19,691-20.00% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #51 | $3.5M | 70,374 | $1.9M | 51,583 | +18,791+36.43% | Add |
| Wealthcare Advisory Partners LLC |
| 0.06% | 0.05% | #11 | $3.0M | 60,921 | $2.4M | 64,265 | -3,344-5.20% | Reduce |
| Lido Advisors, LLC |
| 0.01% | 0.01% | #18 | $3.0M | 59,112 | $1.7M | 46,764 | +12,348+26.40% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #50 | $2.5M | 50,094 | $1.8M | 48,249 | +1,845+3.82% | Add |
| Moran Wealth Management, LLC |
| 0.07% | 0.06% | #9 | $2.4M | 48,813 | $1.8M | 48,603 | +210+0.43% | Add |
| Mirae Asset Global Investments Co., Ltd. |
| <0.01% | 0.01% | #24 | $2.4M | 48,500 | $2.2M | 58,000 | -9,500-16.38% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #47 | $2.0M | 39,287 | $1.5M | 39,685 | -398-1.00% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #52 | $1.6M | 31,628 | $851,158 | 22,837 | +8,791+38.49% | Add |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
| <0.01% | <0.01% | #30 | $1.3M | 25,703 | $949,111 | 26,445 | -742-2.81% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #38 | $991,043 | 19,816 | $746,430 | 20,011 | -195-0.97% | Reduce |
| Family Office Research LLC |
| 0.33% | 0.3% | #1 | $889,569 | 17,802 | $681,536 | 18,286 | -484-2.65% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #59 | $798,000 | 15,958 | $610,000 | 16,378 | -420-2.56% | Reduce |
| Apollon Wealth Management, LLC |
| 0.01% | 0.01% | #16 | $765,239 | 15,314 | $565,024 | 15,160 | +154+1.02% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #41 | $751,470 | 15,038 | $614,360 | 16,484 | -1,446-8.77% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #64 | $731,060 | 14,630 | $1.0M | 27,938 | -13,308-47.63% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #34 | $688,136 | 13,771 | $522,000 | 13,998 | -227-1.62% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #45 | $679,331 | 13,595 | $552,612 | 14,827 | -1,232-8.31% | Reduce |
| Wedmont Private Capital |
| 0.02% | 0.02% | #13 | $664,929 | 13,654 | $540,587 | 13,653 | +1+0.01% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #20 | $620,240 | 12,412 | $459,845 | 12,337 | +75+0.61% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #48 | $578,671 | 11,580 | $463,289 | 12,430 | -850-6.84% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #60 | $547,109 | 10,949 | $410,715 | 11,020 | -71-0.64% | Reduce |
| Summit Financial, LLC |
| 0.01% | <0.01% | #22 | $459,358 | 9,190 | $342,518 | 9,190 | 00.00% | Unchanged |
| Private Advisor Group, LLC |
| <0.01% | — | #32 | $368,264 | 7,370 | $0 | 0 | +7,370 | New Buy |
| NORTHBRIDGE FINANCIAL GROUP, LLC |
| 0.13% | 0.12% | #6 | $328,462 | 6,573 | $270,710 | 6,684 | -111-1.66% | Reduce |
| OakTrust Wealth Advisors, LLC |
| 0.27% | 0.21% | #3 | $312,712 | 6,258 | $233,239 | 6,258 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| <0.01% | — | #40 | $300,784 | 6,010 | $0 | 0 | +6,010 | New Buy |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #25 | $300,629 | 6,016 | $224,228 | 6,016 | 00.00% | Unchanged |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #43 | $296,329 | 5,930 | $221,021 | 5,930 | 00.00% | Unchanged |
| Stonebridge Financial Group, LLC/CA |
| 0.04% | — | #12 | $292,074 | 5,845 | $0 | 0 | +5,845 | New Buy |
| Worth Asset Management, LLC |
| 0.09% | — | #8 | $288,726 | 5,778 | $0 | 0 | +5,778 | New Buy |
| HB Wealth Management, LLC |
| <0.01% | <0.01% | #35 | $278,182 | 5,566 | $207,485 | 5,566 | 00.00% | Unchanged |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | <0.01% | #27 | $260,693 | 5,217 | $257,615 | 6,912 | -1,695-24.52% | Reduce |
| HighPoint Advisor Group LLC |
| 0.01% | — | #17 | $255,945 | 5,122 | $0 | 0 | +5,122 | New Buy |
| ARMSTRONG ADVISORY GROUP, INC |
| 0.02% | 0.01% | #14 | $249,001 | 4,983 | $185,720 | 4,983 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #65 | $230,840 | 4,620 | $0 | 0 | +4,620 | New Buy |
| MACROVIEW INVESTMENT MANAGEMENT LLC |
| 0.14% | — | #5 | $221,610 | 4,435 | $0 | 0 | +4,435 | New Buy |
| Resurgent Financial Advisors LLC |
| 0.06% | — | #10 | $220,767 | 4,418 | $0 | 0 | +4,418 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #57 | $126,574 | 2,533 | $0 | 0 | +2,533 | New Buy |
| Hyposwiss Advisors SA |
| 0.11% | 0.09% | #7 | $118,928 | 2,380 | $88,704 | 2,380 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #56 | $112,498 | 2,251 | $83,908 | 2,251 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #70 | $110,624 | 2,214 | $73,856 | 1,982 | +232+11.71% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #28 | $59,264 | 1,186 | $45,918 | 1,232 | -46-3.73% | Reduce |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #31 | $54,148 | 1,100 | $41,377 | 1,100 | 00.00% | Unchanged |
| BROWN BROTHERS HARRIMAN & CO |
| <0.01% | <0.01% | #55 | $42,674 | 854 | $31,829 | 854 | 00.00% | Unchanged |
