| Berman McAleer LLC |
| 8.94% | 8.12% | #1 | $77.2M | 2.2M | $59.5M | 2.2M | -9,887-0.44% | Reduce |
| Ameritas Advisory Services, LLC |
| 1.05% | 0.99% | #3 | $51.9M | 1.5M | $25.4M | 955,033 | +541,732+56.72% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #27 | $33.1M | 954,702 | $24.5M | 918,498 | +36,204+3.94% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.27% | 0.3% | #8 | $24.2M | 698,812 | $24.1M | 906,748 | -207,936-22.93% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #31 | $16.7M | 480,786 | $10.9M | 409,684 | +71,102+17.36% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #19 | $14.8M | 427,633 | $11.7M | 438,155 | -10,522-2.40% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #32 | $13.9M | 401,022 | $11.6M | 435,986 | -34,964-8.02% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #35 | $10.4M | 301,095 | $9.1M | 341,560 | -40,465-11.85% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.1% | 0.08% | #10 | $9.7M | 278,915 | $7.4M | 279,264 | -349-0.12% | Reduce |
| Octavia Wealth Advisors, LLC |
| 0.81% | 0.62% | #4 | $9.4M | 271,431 | $6.5M | 244,421 | +27,010+11.05% | Add |
| PARTNERS WEALTH MANAGEMENT, LLC |
| 7.52% | 5.82% | #2 | $7.7M | 221,209 | $5.6M | 212,176 | +9,033+4.26% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #21 | $7.6M | 219,294 | $4.9M | 184,707 | +34,587+18.73% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #24 | $6.0M | 174,161 | $5.3M | 198,543 | -24,382-12.28% | Reduce |
| WealthPlan Investment Management, LLC |
| 0.25% | 0.27% | #9 | $5.0M | 143,079 | $4.9M | 184,469 | -41,390-22.44% | Reduce |
| Global Retirement Partners, LLC |
| 0.06% | — | #13 | $3.9M | 112,278 | $0 | 0 | +112,278 | New Buy |
| WealthPLAN Partners, LLC |
| 0.56% | 0.69% | #6 | $2.9M | 84,406 | $3.6M | 133,619 | -49,213-36.83% | Reduce |
| INTEGRITY ALLIANCE, LLC. |
| 0.07% | 0.06% | #12 | $2.1M | 60,735 | $1.6M | 60,085 | +650+1.08% | Add |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #26 | $2.0M | 59,081 | $1.6M | 59,593 | -512-0.86% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #43 | $2.0M | 58,735 | $0 | 0 | +58,735 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #41 | $2.0M | 58,256 | $1.6M | 58,556 | -300-0.51% | Reduce |
| FIRETHORN WEALTH PARTNERS, LLC |
| 0.58% | 0.32% | #5 | $1.8M | 51,768 | $867,030 | 32,571 | +19,197+58.94% | Add |
| Empirical Asset Management, LLC |
| 0.35% | 0.32% | #7 | $1.6M | 45,419 | $1.2M | 45,041 | +378+0.84% | Add |
| Goldstone Financial Group, LLC |
| 0.09% | 0.09% | #11 | $1.0M | 29,492 | $828,627 | 31,128 | -1,636-5.26% | Reduce |
| Prime Capital Investment Advisors, LLC |
| 0.01% | 0.01% | #23 | $791,340 | 22,832 | $822,704 | 30,906 | -8,074-26.12% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #45 | $735,422 | 21,212 | $39,584 | 1,536 | +19,676+1,280.99% | Add |
| Avior Wealth Management, LLC |
| 0.02% | 0.02% | #17 | $686,828 | 25,801 | $686,828 | 25,801 | 00.00% | Unchanged |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #38 | $528,398 | 15,245 | $405,826 | 15,245 | 00.00% | Unchanged |
| Atria Investments, Inc |
| <0.01% | <0.01% | #29 | $427,880 | 12,345 | $333,444 | 12,526 | -181-1.44% | Reduce |
| CENTAURUS FINANCIAL, INC. |
| 0.01% | 0.01% | #18 | $364,173 | 10,507 | $296,000 | 11,107 | -600-5.40% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | — | #36 | $355,786 | 10,265 | $0 | 0 | +10,265 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #39 | $353,636 | 10,203 | $272,000 | 10,203 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| <0.01% | — | #28 | $308,855 | 8,911 | $0 | 0 | +8,911 | New Buy |
| TWO SIGMA SECURITIES, LLC |
| 0.02% | — | #16 | $286,430 | 8,264 | $0 | 0 | +8,264 | New Buy |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.01% | — | #20 | $282,722 | 8,157 | $0 | 0 | +8,157 | New Buy |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | <0.01% | #33 | $261,718 | 7,551 | $223,741 | 8,405 | -854-10.16% | Reduce |
| NFSG Corp |
| 0.03% | 0.03% | #14 | $256,692 | 7,406 | $197,148 | 7,406 | 00.00% | Unchanged |
| Summit Financial, LLC |
| <0.01% | — | #34 | $249,143 | 7,188 | $0 | 0 | +7,188 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #37 | $225,150 | 6,495 | $0 | 0 | +6,495 | New Buy |
| Ausdal Financial Partners, Inc. |
| 0.01% | — | #22 | $211,669 | 6,107 | $0 | 0 | +6,107 | New Buy |
| Encompass More Asset Management |
| 0.03% | — | #15 | $207,355 | 5,982 | $0 | 0 | +5,982 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #40 | $124,152 | 3,582 | $91,972 | 3,455 | +127+3.68% | Add |
| Heritage Wealth Advisors |
| <0.01% | — | #30 | $111,467 | 3,216 | $0 | 0 | +3,216 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #48 | $36,858 | 1,063 | $31,833 | 1,037 | +26+2.51% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #44 | $35,758 | 1,032 | $27,463 | 1,032 | 00.00% | Unchanged |
| BlackRock, Inc. |
| <0.01% | — | #50 | $27,971 | 807 | $0 | 0 | +807 | New Buy |
| Indiana Trust & Investment Management Co |
| 0.01% | 0.01% | #25 | $19,273 | 724 | $19,273 | 724 | 00.00% | Unchanged |
| ASSETMARK, INC |
| <0.01% | <0.01% | #46 | $8,145 | 235 | $6,256 | 235 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #49 | $3,951 | 114 | $0 | 0 | +114 | New Buy |
| Security National Bank |
| <0.01% | <0.01% | #42 | $2,357 | 68 | $1,810 | 68 | 00.00% | Unchanged |
| Allworth Financial LP |
| <0.01% | <0.01% | #47 | $1,664 | 48 | $1,278 | 48 | 00.00% | Unchanged |
