| PRUDENTIAL FINANCIAL INC |
| 0.02% | 0.02% | #8 | $19.0M | 451,164 | $19.7M | 464,908 | -13,744-2.96% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.15% | 0.16% | #4 | $9.6M | 228,331 | $9.0M | 213,246 | +15,085+7.07% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #17 | $9.4M | 221,249 | $8.8M | 208,557 | +12,692+6.09% | Add |
| Coign Capital Advisors LLC |
| 3.46% | 4.02% | #1 | $7.7M | 182,203 | $7.6M | 180,682 | +1,521+0.84% | Add |
| Advisory Resource Group |
| 0.84% | 0.9% | #2 | $5.6M | 133,351 | $5.2M | 123,196 | +10,155+8.24% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.02% | #9 | $3.6M | 84,708 | $3.5M | 82,698 | +2,010+2.43% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #12 | $3.5M | 82,555 | $1.5M | 34,891 | +47,664+136.61% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #15 | $2.8M | 65,932 | $1.9M | 45,681 | +20,251+44.33% | Add |
| Intrua Financial, LLC |
| 0.12% | 0.75% | #5 | $1.3M | 31,193 | $7.3M | 172,282 | -141,089-81.89% | Reduce |
| Stratos Wealth Partners, LTD. |
| 0.01% | — | #10 | $1.1M | 25,558 | $0 | 0 | +25,558 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #13 | $756,514 | 17,957 | $528,638 | 12,488 | +5,469+43.79% | Add |
| NATIXIS ADVISORS, LLC |
| <0.01% | — | #14 | $715,831 | 16,991 | $0 | 0 | +16,991 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #16 | $577,102 | 13,698 | $1.7M | 40,942 | -27,244-66.54% | Reduce |
| Evergreen Wealth Partners LLC |
| 0.33% | 0.39% | #3 | $553,504 | 13,138 | $506,018 | 11,954 | +1,184+9.90% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #18 | $351,111 | 8,334 | $1.1M | 27,101 | -18,767-69.25% | Reduce |
| CORA CAPITAL ADVISORS LLC |
| 0.09% | 0.1% | #6 | $327,645 | 7,777 | $306,854 | 7,249 | +528+7.28% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #19 | $210,187 | 4,989 | $2.0M | 47,539 | -42,550-89.51% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | — | #20 | $160,000 | 3,809 | $0 | 0 | +3,809 | New Buy |
| MPWM ADVISORY SOLUTIONS, LLC |
| 0.06% | 0.04% | #7 | $140,984 | 3,346 | $78,736 | 1,860 | +1,486+79.89% | Add |
| Larson Financial Group LLC |
| <0.01% | 1.12% | #11 | $112,323 | 2,666 | $35.0M | 826,698 | -824,032-99.68% | Reduce |
