| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.47% | 0.44% | #2 | $64.0M | 1.8M | $58.0M | 1.8M | -47,351-2.62% | Reduce |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #8 | $10.4M | 284,148 | $4.5M | 138,434 | +145,714+105.26% | Add |
| Orion Porfolio Solutions, LLC |
| 0.06% | 0.06% | #5 | $8.3M | 226,977 | $7.5M | 232,242 | -5,265-2.27% | Reduce |
| Maia Wealth LLC |
| 0.44% | 0.39% | #3 | $3.0M | 82,266 | $2.3M | 71,325 | +10,941+15.34% | Add |
| Krilogy Financial LLC |
| 0.08% | 0.05% | #4 | $2.7M | 72,802 | $1.6M | 45,646 | +27,156+59.49% | Add |
| GTS SECURITIES LLC |
| 0.01% | 0.02% | #6 | $691,252 | 18,967 | $610,222 | 18,984 | -17-0.09% | Reduce |
| Directional Asset Management |
| 0.56% | 0.79% | #1 | $657,466 | 18,040 | $862,421 | 26,830 | -8,790-32.76% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #13 | $539,385 | 14,800 | $475,730 | 14,800 | 00.00% | Unchanged |
| ARGENT CAPITAL MANAGEMENT LLC |
| 0.01% | 0.01% | #7 | $434,241 | 11,915 | $382,995 | 11,915 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #10 | $86,848 | 2,383 | $0 | 0 | +2,383 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #12 | $77,300 | 2,121 | $0 | 0 | +2,121 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #15 | $63,481 | 1,768 | $0 | 0 | +1,768 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $53,755 | 1,475 | $48,343 | 1,504 | -29-1.93% | Reduce |
| MPWM ADVISORY SOLUTIONS, LLC |
| <0.01% | <0.01% | #9 | $6,888 | 189 | $6,075 | 189 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #16 | $6,378 | 175 | $120,411 | 3,746 | -3,571-95.33% | Reduce |
| Private Wealth Asset Management, LLC |
| <0.01% | <0.01% | #11 | $6,196 | 170 | $5,464 | 170 | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #17 | $328 | 9 | $289 | 9 | 00.00% | Unchanged |
