| RiverFront Investment Group, LLC |
| 0.21% | 0.24% | #4 | $16.1M | 228,402 | $15.2M | 243,331 | -14,929-6.14% | Reduce |
| Prospera Financial Services Inc |
| 0.22% | 0.24% | #3 | $15.5M | 219,625 | $15.1M | 240,976 | -21,351-8.86% | Reduce |
| ALPS ADVISORS INC |
| 0.07% | 0.05% | #7 | $14.3M | 202,772 | $10.6M | 169,092 | +33,680+19.92% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #14 | $12.7M | 180,087 | $10.9M | 174,500 | +5,587+3.20% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #11 | $12.1M | 171,545 | $10.3M | 164,751 | +6,794+4.12% | Add |
| RETIREMENT PLANNING GROUP, LLC / NY |
| 2.24% | 2.44% | #1 | $4.1M | 58,513 | $3.8M | 60,477 | -1,964-3.25% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #18 | $2.2M | 31,508 | $1.9M | 30,566 | +942+3.08% | Add |
| Bison Wealth, LLC |
| 0.19% | 0.2% | #5 | $2.1M | 29,714 | $2.1M | 29,935 | -221-0.74% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #21 | $1.3M | 18,184 | $0 | 0 | +18,184 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #16 | $1.1M | 15,933 | $987,000 | 15,747 | +186+1.18% | Add |
| GAMMA Investing LLC |
| 0.04% | 0.04% | #10 | $1.0M | 14,780 | $926,243 | 14,780 | 00.00% | Unchanged |
| Koshinski Asset Management, Inc. |
| 0.05% | 0.06% | #8 | $926,000 | 13,151 | $947,091 | 15,113 | -1,962-12.98% | Reduce |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #13 | $925,979 | 13,151 | $734,979 | 11,728 | +1,423+12.13% | Add |
| EWA, LLC |
| 0.13% | — | #6 | $706,366 | 10,032 | $0 | 0 | +10,032 | New Buy |
| LEIGH BALDWIN & CO., LLC |
| 0.31% | 0.33% | #2 | $576,993 | 8,195 | $512,593 | 8,179 | +16+0.20% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #17 | $348,554 | 4,950 | $328,330 | 5,239 | -289-5.52% | Reduce |
| Stratos Wealth Partners, LTD. |
| <0.01% | <0.01% | #15 | $285,179 | 4,050 | $253,815 | 4,050 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #22 | $245,595 | 3,488 | $593,786 | 9,475 | -5,987-63.19% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #19 | $219,763 | 3,073 | $0 | 0 | +3,073 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #23 | $166,891 | 2,371 | $152,698 | 2,482 | -111-4.47% | Reduce |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.04% | 0.04% | #9 | $71,890 | 1,021 | $55,838 | 891 | +130+14.59% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #20 | $58,864 | 836 | $52,391 | 836 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #25 | $44,429 | 631 | $24,378 | 389 | +242+62.21% | Add |
| Elevated Capital Advisors, LLC |
| 0.01% | 0.02% | #12 | $43,514 | 618 | $61,039 | 974 | -356-36.55% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #24 | $15,034 | 214 | $0 | 0 | +214 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #27 | $6,128 | 87 | $11,748 | 186 | -99-53.23% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #26 | $2,631 | 37 | $56 | 1 | +36+3,600.00% | Add |
