| Nemes Rush Group LLC |
| 1.36% | 1.39% | #3 | $16.5M | 336,640 | $14.7M | 297,279 | +39,361+13.24% | Add |
| Focus Partners Wealth |
| 0.02% | 0.02% | #23 | $15.0M | 306,881 | $15.4M | 311,433 | -4,552-1.46% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.02% | 0.02% | #21 | $13.5M | 276,466 | $12.2M | 247,282 | +29,184+11.80% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #37 | $8.1M | 165,706 | $3.8M | 76,857 | +88,849+115.60% | Add |
| Legacy CG, LLC |
| 2.03% | 2.63% | #1 | $7.9M | 161,849 | $9.5M | 192,218 | -30,369-15.80% | Reduce |
| ARVEST INVESTMENTS, INC. |
| 0.77% | 0.82% | #7 | $6.4M | 130,119 | $6.0M | 122,040 | +8,079+6.62% | Add |
| GTS SECURITIES LLC |
| 0.11% | — | #13 | $5.1M | 103,795 | $0 | 0 | +103,795 | New Buy |
| Lido Advisors, LLC |
| 0.01% | 0.01% | #26 | $3.4M | 69,475 | $3.5M | 71,149 | -1,674-2.35% | Reduce |
| STAR Financial Bank |
| 1.03% | 1.48% | #4 | $2.5M | 51,528 | $3.1M | 63,533 | -12,005-18.90% | Reduce |
| Strait & Sound Wealth Management LLC |
| 0.85% | 0.84% | #6 | $2.4M | 49,746 | $2.2M | 45,557 | +4,189+9.20% | Add |
| S&A Financial Services, Inc. |
| 1.45% | 1.61% | #2 | $2.4M | 48,429 | $2.3M | 47,410 | +1,019+2.15% | Add |
| Amplius Wealth Advisors, LLC |
| 0.14% | 0.2% | #12 | $1.9M | 39,014 | $2.4M | 49,094 | -10,080-20.53% | Reduce |
| Coppell Advisory Solutions LLC |
| 0.1% | — | #16 | $1.2M | 19,491 | $0 | 0 | +19,491 | New Buy |
| Teucrium Investment Advisors, LLC |
| 1.03% | 1.01% | #5 | $1.2M | 23,614 | $1.3M | 26,594 | -2,980-11.21% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #41 | $1.1M | 23,099 | $872,893 | 17,708 | +5,391+30.44% | Add |
| Mutual Advisors, LLC |
| 0.02% | 0.03% | #22 | $1.0M | 20,460 | $1.2M | 24,232 | -3,772-15.57% | Reduce |
| Sigma Planning Corp |
| 0.02% | — | #18 | $918,916 | 18,773 | $0 | 0 | +18,773 | New Buy |
| IFP Advisors, Inc |
| 0.01% | 0.02% | #25 | $695,090 | 14,200 | $759,123 | 15,400 | -1,200-7.79% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #36 | $676,842 | 13,827 | $659,339 | 13,376 | +451+3.37% | Add |
| GatePass Capital, LLC |
| 0.25% | — | #10 | $660,825 | 13,500 | $0 | 0 | +13,500 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #35 | $649,958 | 13,278 | $615,000 | 12,476 | +802+6.43% | Add |
| Astoria Portfolio Advisors LLC. |
| 0.11% | 0.14% | #14 | $632,945 | 12,930 | $640,692 | 13,006 | -76-0.58% | Reduce |
| ROTHSCHILD INVESTMENT LLC |
| 0.02% | 0.03% | #19 | $605,267 | 12,365 | $609,517 | 12,365 | 00.00% | Unchanged |
| Fairlight Advisors |
| 0.46% | — | #8 | $562,484 | 11,491 | $0 | 0 | +11,491 | New Buy |
| Vermillion & White Wealth Management Group, LLC |
| 0.43% | 0.26% | #9 | $554,381 | 11,206 | $459,812 | 9,328 | +1,878+20.13% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #45 | $549,897 | 11,233 | $3.5M | 70,514 | -59,281-84.07% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #42 | $366,664 | 7,491 | $395,968 | 8,033 | -542-6.75% | Reduce |
| StoneX Group Inc. |
| 0.01% | 0.02% | #24 | $352,391 | 7,199 | $362,900 | 7,362 | -163-2.21% | Reduce |
| Global Assets Advisory, LLC |
| 0.01% | <0.01% | #27 | $297,283 | 6,067 | $299,065 | 6,067 | 00.00% | Unchanged |
| Financial Guidance Group, Inc. |
| 0.11% | 0.11% | #15 | $284,179 | 5,805 | $285,459 | 5,791 | +14+0.24% | Add |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #34 | $284,155 | 5,805 | $285,460 | 5,791 | +14+0.24% | Add |
| ZEGA Investments, LLC |
| 0.03% | 0.05% | #17 | $270,791 | 5,532 | $465,973 | 9,453 | -3,921-41.48% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #39 | $266,729 | 5,449 | $268,601 | 5,449 | 00.00% | Unchanged |
| Bank of New York Mellon Corp |
| <0.01% | — | #43 | $257,125 | 5,253 | $0 | 0 | +5,253 | New Buy |
| Tandem Investment Partners LLC |
| 0.19% | 0.25% | #11 | $248,274 | 5,072 | $295,516 | 5,995 | -923-15.40% | Reduce |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.02% | — | #20 | $212,296 | 4,337 | $0 | 0 | +4,337 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #38 | $206,911 | 4,227 | $0 | 0 | +4,227 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #40 | $199,519 | 4,076 | $200,905 | 4,076 | 00.00% | Unchanged |
| Tower Research Capital LLC (TRC) |
| <0.01% | — | #30 | $156,102 | 3,189 | $0 | 0 | +3,189 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #33 | $155,946 | 3,186 | $0 | 0 | +3,186 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #46 | $135,000 | 2,754 | $64,000 | 1,300 | +1,454+111.85% | Add |
| Atlatl Advisers LLC |
| <0.01% | — | #32 | $14,930 | 305 | $0 | 0 | +305 | New Buy |
| ROGCO, LP |
| <0.01% | — | #31 | $11,650 | 238 | $0 | 0 | +238 | New Buy |
| 2UniFi Bank |
| <0.01% | <0.01% | #28 | $9,957 | 202 | $9,957 | 202 | 00.00% | Unchanged |
| NBH Bank |
| <0.01% | — | #29 | $9,888 | 202 | $0 | 0 | +202 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #44 | $8,664 | 177 | $9,169 | 186 | -9-4.84% | Reduce |
