| UBS Group AG |
| <0.01% | <0.01% | #24 | $27.1M | 1.1M | $24.8M | 1.3M | -180,085-14.14% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #25 | $12.0M | 481,597 | $8.4M | 430,053 | +51,544+11.99% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #16 | $11.0M | 471,613 | $8.8M | 449,456 | +22,157+4.93% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #27 | $7.3M | 294,352 | $5.7M | 294,024 | +328+0.11% | Add |
| TRUIST FINANCIAL CORP |
| 0.01% | <0.01% | #19 | $7.2M | 291,608 | $539,754 | 27,708 | +263,900+952.43% | Add |
| Brookwood Investment Group LLC |
| 0.74% | 0.72% | #3 | $6.6M | 264,920 | $5.9M | 300,924 | -36,004-11.96% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #21 | $6.1M | 245,461 | $4.2M | 216,956 | +28,505+13.14% | Add |
| Castle Rock Wealth Management, LLC |
| 0.63% | 0.54% | #4 | $3.2M | 133,065 | $2.5M | 126,008 | +7,057+5.60% | Add |
| Proactive Wealth Strategies LLC |
| 0.34% | 0.22% | #6 | $2.1M | 86,330 | $1.2M | 60,830 | +25,500+41.92% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.07% | 0.07% | #12 | $1.9M | 74,974 | $1.5M | 77,377 | -2,403-3.11% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #35 | $1.7M | 69,998 | $1.2M | 59,063 | +10,935+18.51% | Add |
| Advisory Advocates, LLC |
| 1.47% | 1.3% | #1 | $1.7M | 68,973 | $1.3M | 65,273 | +3,700+5.67% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.08% | 0.08% | #11 | $1.7M | 66,754 | $1.4M | 70,880 | -4,126-5.82% | Reduce |
| Keystone Financial Services, LLC |
| 0.93% | 0.79% | #2 | $1.5M | 62,148 | $1.2M | 60,275 | +1,873+3.11% | Add |
| Sargent Investment Group, LLC |
| 0.18% | 0.16% | #8 | $1.5M | 60,628 | $1.2M | 60,628 | 00.00% | Unchanged |
| Worth Financial Advisory Group, LLC |
| 0.6% | 2.45% | #5 | $1.4M | 57,555 | $5.5M | 14,430 | +43,125+298.86% | Add |
| Western Wealth Management, LLC |
| 0.04% | 0.04% | #13 | $1.3M | 51,678 | $1.1M | 58,455 | -6,777-11.59% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #34 | $1.1M | 48,276 | $270,169 | 14,197 | +34,079+240.04% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #22 | $1.0M | 41,615 | $734,123 | 37,686 | +3,929+10.43% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #26 | $1.0M | 41,369 | $827,000 | 42,441 | -1,072-2.53% | Reduce |
| Ascentis Independent Advisors |
| 0.12% | 0.07% | #9 | $889,301 | 45,652 | $889,301 | 45,652 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #38 | $874,000 | 35,235 | $674,000 | 34,613 | +622+1.80% | Add |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #23 | $829,712 | 33,433 | $612,308 | 31,433 | +2,000+6.36% | Add |
| Balentine LLC |
| 0.03% | 0.02% | #14 | $757,167 | 30,510 | $594,335 | 30,510 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #33 | $512,030 | 20,632 | $303,432 | 15,577 | +5,055+32.45% | Add |
| Savant Capital, LLC |
| <0.01% | — | #30 | $325,365 | 14,690 | $0 | 0 | +14,690 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #37 | $323,620 | 13,040 | $273,732 | 14,052 | -1,012-7.20% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #29 | $317,985 | 12,813 | $0 | 0 | +12,813 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #36 | $307,262 | 12,381 | $586,211 | 30,093 | -17,712-58.86% | Reduce |
| Prosperity Financial Group, Inc. |
| 0.09% | 0.09% | #10 | $290,125 | 11,690 | $236,495 | 12,140 | -450-3.71% | Reduce |
| Stonebridge Financial Group, LLC / MO |
| 0.19% | 0.16% | #7 | $288,974 | 11,644 | $194,878 | 10,004 | +1,640+16.39% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #32 | $286,466 | 11,543 | $204,000 | 10,448 | +1,095+10.48% | Add |
| Kovack Advisors, Inc. |
| 0.01% | 0.01% | #18 | $267,577 | 11,004 | $214,636 | 11,004 | 00.00% | Unchanged |
| Tradition Wealth Management, LLC |
| 0.02% | 0.01% | #17 | $248,174 | 10,000 | $194,800 | 10,000 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| <0.01% | — | #28 | $93,859 | 3,782 | $0 | 0 | +3,782 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #39 | $37,226 | 1,500 | $29,220 | 1,500 | 00.00% | Unchanged |
| Whipplewood Advisors, LLC |
| 0.02% | 0.5% | #15 | $30,426 | 1,226 | $970,630 | 49,827 | -48,601-97.54% | Reduce |
| Catherine Avery Investment Management LLC |
| 0.01% | — | #20 | $17,893 | 721 | $0 | 0 | +721 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | — | #40 | $11,937 | 481 | $0 | 0 | +481 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #41 | $5,187 | 209 | $0 | 0 | +209 | New Buy |
| Ritter Daniher Financial Advisory LLC / DE |
| <0.01% | <0.01% | #31 | $3,735 | 150 | $6,937 | 356 | -206-57.87% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #42 | $83 | 3 | $0 | 0 | +3 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #43 | $36 | 1 | $27 | 1 | 00.00% | Unchanged |
