| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #11 | $20.6M | 380,510 | $18.8M | 383,767 | -3,257-0.85% | Reduce |
| ASSETMARK, INC |
| 0.01% | 0.01% | #9 | $4.6M | 83,842 | $4.3M | 84,801 | -959-1.13% | Reduce |
| 5T Wealth, LLC |
| 0.82% | 0.76% | #1 | $2.2M | 40,345 | $1.9M | 38,516 | +1,829+4.75% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #16 | $2.1M | 39,432 | $1.9M | 37,477 | +1,955+5.22% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #10 | $1.2M | 22,116 | $734,370 | 14,637 | +7,479+51.10% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | — | #8 | $1.2M | 21,835 | $0 | 0 | +21,835 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #17 | $816,605 | 15,002 | $351,456 | 7,005 | +7,997+114.16% | Add |
| Advisory Alpha, LLC |
| 0.01% | 0.01% | #7 | $555,490 | 10,205 | $285,982 | 5,700 | +4,505+79.04% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #13 | $227,694 | 4,183 | $217,000 | 4,333 | -150-3.46% | Reduce |
| Sequent Planning LLC |
| 0.05% | — | #5 | $220,400 | 4,049 | $0 | 0 | +4,049 | New Buy |
| RDA Financial Network |
| 0.05% | 0.05% | #4 | $216,426 | 3,976 | $204,402 | 4,074 | -98-2.41% | Reduce |
| Revisor Wealth Management LLC |
| 0.05% | — | #3 | $203,688 | 3,742 | $0 | 0 | +3,742 | New Buy |
| 3Chopt Investment Partners, LLC |
| 0.02% | 0.03% | #6 | $131,129 | 2,409 | $111,282 | 2,218 | +191+8.61% | Add |
| LGT Financial Advisors LLC |
| 0.13% | 0.12% | #2 | $24,876 | 457 | $22,929 | 457 | 00.00% | Unchanged |
| SBI Securities Co., Ltd. |
| <0.01% | <0.01% | #12 | $24,495 | 450 | $11,941 | 238 | +212+89.08% | Add |
| Global Retirement Partners, LLC |
| <0.01% | — | #15 | $20,412 | 375 | $0 | 0 | +375 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #18 | $17,908 | 329 | $15,905 | 317 | +12+3.79% | Add |
| HARBOR INVESTMENT ADVISORY, LLC |
| <0.01% | <0.01% | #14 | $7,512 | 138 | $6,924 | 138 | 00.00% | Unchanged |
