| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #14 | $7.2M | 188,566 | $7.4M | 192,390 | -3,824-1.99% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #32 | $5.8M | 151,789 | $4.8M | 130,906 | +20,883+15.95% | Add |
| Stratos Wealth Partners, LTD. |
| 0.04% | — | #4 | $3.9M | 102,008 | $0 | 0 | +102,008 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #42 | $2.6M | 69,424 | $2.9M | 75,358 | -5,934-7.87% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #37 | $2.6M | 68,327 | $2.6M | 68,437 | -110-0.16% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #28 | $2.0M | 51,757 | $2.0M | 51,925 | -168-0.32% | Reduce |
| Biltmore Family Office, LLC |
| 0.2% | 0.24% | #3 | $1.5M | 39,361 | $1.7M | 45,361 | -6,000-13.23% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #48 | $1.2M | 30,610 | $0 | 0 | +30,610 | New Buy |
| One Wealth Map LLC |
| 0.53% | 0.65% | #1 | $1.2M | 32,939 | $1.4M | 31,947 | +992+3.11% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #40 | $1.1M | 28,207 | $316,157 | 8,205 | +20,002+243.78% | Add |
| CX Institutional |
| 0.03% | 0.03% | #6 | $989,343 | 25,967 | $1.0M | 26,715 | -748-2.80% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #23 | $780,601 | 20,488 | $823,720 | 21,379 | -891-4.17% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #50 | $753,542 | 19,778 | $711,919 | 18,477 | +1,301+7.04% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #45 | $653,768 | 17,159 | $593,879 | 15,413 | +1,746+11.33% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #21 | $519,963 | 13,647 | $604,085 | 15,678 | -2,031-12.95% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #39 | $483,000 | 13,090 | $449,453 | 12,085 | +1,005+8.32% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #30 | $481,455 | 12,637 | $690,120 | 17,911 | -5,274-29.45% | Reduce |
| Wealthfront Advisers LLC |
| <0.01% | <0.01% | #24 | $481,279 | 12,632 | $494,494 | 12,834 | -202-1.57% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #54 | $430,454 | 11,298 | $376,130 | 9,762 | +1,536+15.73% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #52 | $406,000 | 10,629 | $414,000 | 10,777 | -148-1.37% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #26 | $396,558 | 10,759 | $446,197 | 11,494 | -735-6.39% | Reduce |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #19 | $339,737 | 8,917 | $361,393 | 9,380 | -463-4.94% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #44 | $240,501 | 6,312 | $243,891 | 6,330 | -18-0.28% | Reduce |
| WealthSpring Partners, LLC |
| 0.2% | 0.21% | #2 | $233,359 | 6,125 | $227,256 | 5,898 | +227+3.85% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #53 | $220,324 | 5,783 | $0 | 0 | +5,783 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #34 | $210,884 | 5,532 | $217,027 | 5,631 | -99-1.76% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #27 | $103,551 | 2,717 | $0 | 0 | +2,717 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #55 | $85,805 | 2,252 | $39,702 | 1,030 | +1,222+118.64% | Add |
| Allspring Global Investments Holdings, LLC |
| <0.01% | — | #46 | $85,783 | 2,267 | $0 | 0 | +2,267 | New Buy |
| LANARK FINANCIAL, INC. |
| <0.01% | <0.01% | #12 | $62,255 | 1,634 | $62,958 | 1,634 | 00.00% | Unchanged |
| MCF Advisors LLC |
| <0.01% | <0.01% | #18 | $60,846 | 1,597 | $61,533 | 1,597 | 00.00% | Unchanged |
| Smithfield Trust Co |
| <0.01% | <0.01% | #20 | $43,244 | 1,135 | $44,000 | 1,135 | 00.00% | Unchanged |
| Kilter Group LLC |
| 0.01% | 0.02% | #8 | $38,100 | 1,000 | $38,530 | 1,000 | 00.00% | Unchanged |
| CDKV HOLDINGS LLC |
| 0.02% | 0.03% | #7 | $29,718 | 780 | $29,829 | 774 | +6+0.78% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #63 | $28,194 | 740 | $28,512 | 740 | 00.00% | Unchanged |
| Plante Moran Financial Advisors, LLC |
| <0.01% | <0.01% | #22 | $21,158 | 555 | $21,240 | 551 | +4+0.73% | Add |
| SouthState Bank Corp |
| <0.01% | <0.01% | #25 | $20,003 | 525 | $20,228 | 525 | 00.00% | Unchanged |
| Hilltop National Bank |
| <0.01% | <0.01% | #11 | $19,964 | 524 | $20,190 | 524 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #31 | $19,355 | 508 | $19,535 | 507 | +1+0.20% | Add |
| FMR LLC |
| <0.01% | <0.01% | #68 | $14,553 | 382 | $9,340 | 242 | +140+57.85% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #38 | $14,440 | 379 | $18,456 | 479 | -100-20.88% | Reduce |
| PFS Partners, LLC |
| 0.01% | 0.01% | #10 | $13,416 | 352 | $13,484 | 350 | +2+0.57% | Add |
| MORRIS FINANCIAL CONCEPTS, INC. |
| <0.01% | 0.01% | #15 | $11,430 | 300 | $20,768 | 539 | -239-44.34% | Reduce |
| Hurley Capital, LLC |
| 0.01% | — | #9 | $11,430 | 300 | $0 | 0 | +300 | New Buy |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #61 | $10,744 | 282 | $13,639 | 354 | -72-20.34% | Reduce |
| Strategic Advocates LLC |
| 0.04% | 0.07% | #5 | $9,525 | 250 | $15,451 | 401 | -151-37.66% | Reduce |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #41 | $8,382 | 220 | $9,327 | 242 | -22-9.09% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #47 | $8,133 | 213 | $0 | 0 | +213 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #51 | $7,849 | 206 | $8,007 | 206 | 00.00% | Unchanged |
| Allworth Financial LP |
| <0.01% | <0.01% | #60 | $6,058 | 159 | $6,127 | 159 | 00.00% | Unchanged |
