| LPL Financial LLC |
| 0.01% | — | #16 | $22.9M | 927,968 | $0 | 0 | +927,968 | New Buy |
| ASSETMARK, INC |
| 0.03% | 0.03% | #8 | $17.9M | 725,203 | $15.7M | 634,595 | +90,608+14.28% | Add |
| CoreCap Advisors, LLC |
| 0.25% | 0.27% | #3 | $8.3M | 338,782 | $8.0M | 322,783 | +15,999+4.96% | Add |
| HERITAGE OAK WEALTH ADVISORS LLC |
| 1.99% | 2.22% | #1 | $6.8M | 274,361 | $7.0M | 283,004 | -8,643-3.05% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #19 | $3.7M | 148,800 | $4.0M | 162,455 | -13,655-8.41% | Reduce |
| LEUTHOLD GROUP, LLC |
| 0.2% | 0.21% | #4 | $2.0M | 81,373 | $2.0M | 81,551 | -178-0.22% | Reduce |
| Atria Investments, Inc |
| 0.02% | 0.02% | #11 | $2.0M | 79,891 | $1.7M | 68,787 | +11,104+16.14% | Add |
| IFP Advisors, Inc |
| 0.02% | 0.02% | #10 | $1.2M | 48,957 | $1.1M | 46,157 | +2,800+6.07% | Add |
| Concurrent Investment Advisors, LLC |
| 0.01% | 0.02% | #14 | $1.2M | 47,180 | $1.5M | 59,051 | -11,871-20.10% | Reduce |
| Arkadios Wealth Advisors |
| 0.02% | 0.02% | #12 | $1.1M | 42,931 | $1.1M | 43,162 | -231-0.54% | Reduce |
| MGO ONE SEVEN LLC |
| 0.02% | 0.02% | #13 | $945,519 | 38,373 | $917,290 | 37,169 | +1,204+3.24% | Add |
| Strategic Blueprint, LLC |
| 0.03% | 0.04% | #7 | $698,741 | 28,358 | $747,277 | 30,280 | -1,922-6.35% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #20 | $616,936 | 25,038 | $537,309 | 21,772 | +3,266+15.00% | Add |
| Legacy Wealth Partners, LLC |
| 0.14% | 0.14% | #5 | $615,409 | 24,976 | $563,765 | 22,844 | +2,132+9.33% | Add |
| Fulcrum Equity Management |
| 0.52% | 0.56% | #2 | $576,721 | 23,369 | $576,721 | 23,369 | 00.00% | Unchanged |
| Balefire, LLC |
| 0.07% | 0.09% | #6 | $450,419 | 18,280 | $465,024 | 18,843 | -563-2.99% | Reduce |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #15 | $380,142 | 15,428 | $399,255 | 16,178 | -750-4.64% | Reduce |
| United Advisor Group, LLC |
| 0.02% | — | #9 | $233,158 | 9,401 | $0 | 0 | +9,401 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #23 | $18,628 | 756 | $46,224 | 1,873 | -1,117-59.64% | Reduce |
| Continuum Advisory, LLC |
| <0.01% | — | #18 | $16,903 | 686 | $0 | 0 | +686 | New Buy |
| Rossby Financial, LCC |
| <0.01% | <0.01% | #17 | $8,107 | 329 | $4,735 | 192 | +137+71.35% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #22 | $6,109 | 248 | $0 | 0 | +248 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #21 | $1,873 | 76 | $0 | 0 | +76 | New Buy |
