| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #27 | $21.4M | 891,169 | $22.0M | 908,673 | -17,504-1.93% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #24 | $10.9M | 454,812 | $10.1M | 418,415 | +36,397+8.70% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #25 | $7.8M | 324,075 | $7.6M | 312,298 | +11,777+3.77% | Add |
| Sentinel Advisory Group, LLC |
| 2.72% | 2.93% | #1 | $6.7M | 276,852 | $6.0M | 248,664 | +28,188+11.34% | Add |
| Kelly Financial Services LLC |
| 0.93% | 1.03% | #2 | $4.3M | 180,681 | $4.3M | 176,347 | +4,334+2.46% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #23 | $3.7M | 153,561 | $3.2M | 132,375 | +21,186+16.00% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.03% | 0.04% | #10 | $3.6M | 148,564 | $3.5M | 143,131 | +5,433+3.80% | Add |
| ARMSTRONG ADVISORY GROUP, INC |
| 0.15% | 0.15% | #6 | $2.5M | 102,894 | $2.2M | 92,297 | +10,597+11.48% | Add |
| MATHER GROUP, LLC. |
| 0.02% | 0.04% | #15 | $2.3M | 94,515 | $4.1M | 168,695 | -74,180-43.97% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #18 | $1.3M | 55,510 | $2.4M | 99,619 | -44,109-44.28% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #26 | $1.2M | 51,060 | $1.1M | 43,729 | +7,331+16.76% | Add |
| HighTower Advisors, LLC |
| <0.01% | — | #28 | $1.2M | 47,924 | $0 | 0 | +47,924 | New Buy |
| Mirae Asset Global Investments Co., Ltd. |
| <0.01% | <0.01% | #29 | $731,753 | 30,458 | $576,572 | 23,845 | +6,613+27.73% | Add |
| Prosperity Consulting Group, LLC |
| 0.03% | 0.03% | #11 | $705,398 | 29,361 | $746,074 | 30,855 | -1,494-4.84% | Reduce |
| SeaCrest Wealth Management, LLC |
| 0.08% | 0.07% | #7 | $684,713 | 28,500 | $664,950 | 27,500 | +1,000+3.64% | Add |
| Nicholas Wealth, LLC. |
| 0.34% | 0.29% | #3 | $623,233 | 25,941 | $425,337 | 17,590 | +8,351+47.48% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #21 | $572,684 | 23,837 | $14,520 | 600 | +23,237+3,872.83% | Add |
| DOVER ADVISORS, LLC |
| 0.22% | 0.24% | #4 | $522,825 | 21,292 | $590,403 | 24,417 | -3,125-12.80% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #30 | $501,513 | 21,232 | $551,929 | 23,016 | -1,784-7.75% | Reduce |
| Belpointe Asset Management LLC |
| 0.02% | 0.02% | #16 | $480,893 | 20,016 | $536,775 | 22,199 | -2,183-9.83% | Reduce |
| Fortis Capital Advisors, LLC |
| 0.05% | 0.07% | #9 | $480,893 | 20,016 | $536,775 | 22,199 | -2,183-9.83% | Reduce |
| Lloyd Advisory Services, LLC. |
| 0.18% | — | #5 | $462,175 | 19,237 | $0 | 0 | +19,237 | New Buy |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #17 | $438,672 | 18,259 | $441,503 | 18,259 | 00.00% | Unchanged |
| IMA Advisory Services, Inc. |
| 0.02% | — | #13 | $370,004 | 15,401 | $0 | 0 | +15,401 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #33 | $325,388 | 13,543 | $274,880 | 11,368 | +2,175+19.13% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #22 | $281,333 | 11,710 | $269,631 | 11,151 | +559+5.01% | Add |
| Comprehensive Financial Consultants Institutional, Inc. |
| 0.07% | 0.08% | #8 | $280,132 | 11,660 | $281,939 | 11,660 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| 0.02% | 0.03% | #14 | $278,690 | 11,600 | $286,520 | 11,600 | 00.00% | Unchanged |
| INDEPENDENT FINANCIAL GROUP, LLC |
| <0.01% | — | #20 | $264,131 | 10,994 | $0 | 0 | +10,994 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #38 | $263,098 | 10,951 | $426,704 | 17,647 | -6,696-37.94% | Reduce |
| CRA Financial Services, LLC |
| 0.03% | 0.03% | #12 | $221,986 | 9,240 | $222,920 | 9,219 | +21+0.23% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #34 | $216,221 | 9,000 | $217,618 | 9,000 | 00.00% | Unchanged |
| Avidian Wealth Enterprises, LLC |
| 0.01% | 0.01% | #19 | $211,084 | 8,786 | $212,445 | 8,786 | 00.00% | Unchanged |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #35 | $21,238 | 884 | $21,375 | 884 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #37 | $17,875 | 744 | $17,990 | 744 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | — | #36 | $15,072 | 627 | $0 | 0 | +627 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #41 | $7,075 | 295 | $0 | 0 | +295 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #42 | $7,000 | 306 | $7,000 | 300 | +6+2.00% | Add |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #40 | $3,603 | 150 | $3,616 | 150 | 00.00% | Unchanged |
| WealthShield Partners, LLC |
| <0.01% | 0.07% | #32 | $3,395 | 141 | $622,321 | 25,737 | -25,596-99.45% | Reduce |
| Triumph Capital Management |
| <0.01% | <0.01% | #31 | $3,147 | 131 | $750 | 31 | +100+322.58% | Add |
| IFP Advisors, Inc |
| <0.01% | — | #39 | $1,586 | 66 | $0 | 0 | +66 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #43 | $30 | 1 | $36 | 1 | 00.00% | Unchanged |
