| Summit Global Investments |
| 16.02% | 14.42% | #1 | $278.4M | 7.9M | $234.5M | 7.7M | +234,470+3.06% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #7 | $8.3M | 234,780 | $7.4M | 241,350 | -6,570-2.72% | Reduce |
| FIFTH THIRD BANCORP |
| 0.01% | 0.01% | #4 | $5.4M | 152,951 | $4.7M | 152,951 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #8 | $4.2M | 117,699 | $4.4M | 142,639 | -24,940-17.48% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.03% | 0.03% | #3 | $3.4M | 97,456 | $3.0M | 97,406 | +50+0.05% | Add |
| Wealthspire Advisors, LLC |
| <0.01% | 0.01% | #6 | $756,324 | 21,420 | $656,665 | 21,420 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #9 | $420,462 | 11,908 | $365,059 | 11,908 | 00.00% | Unchanged |
| INTREPID CAPITAL MANAGEMENT INC |
| 0.09% | 0.09% | #2 | $256,627 | 7,268 | $222,812 | 7,268 | 00.00% | Unchanged |
| SouthState Bank Corp |
| 0.01% | 0.01% | #5 | $154,866 | 4,386 | $134,460 | 4,386 | 00.00% | Unchanged |
