| SUMITOMO LIFE INSURANCE CO |
| 2.33% | 3.2% | #2 | $142.4M | 6.2M | $136.8M | 6.2M | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #39 | $18.9M | 827,089 | $16.0M | 723,132 | +103,957+14.38% | Add |
| MAI Capital Management |
| 0.04% | 0.06% | #9 | $11.7M | 512,601 | $10.1M | 459,027 | +53,574+11.67% | Add |
| United Community Bank |
| 3.51% | 3.53% | #1 | $11.4M | 496,225 | $10.6M | 481,748 | +14,477+3.01% | Add |
| PARK AVENUE SECURITIES LLC |
| 0.04% | — | #10 | $6.2M | 269,867 | $0 | 0 | +269,867 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #48 | $6.2M | 268,775 | $4.5M | 204,952 | +63,823+31.14% | Add |
| FIFTH THIRD SECURITIES, INC. |
| 0.29% | 0.24% | #6 | $5.1M | 222,453 | $3.6M | 165,690 | +56,763+34.26% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #38 | $5.0M | 216,809 | $4.5M | 205,000 | +11,809+5.76% | Add |
| Creative Planning |
| <0.01% | <0.01% | #34 | $3.6M | 157,604 | $3.9M | 177,070 | -19,466-10.99% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.01% | 0.01% | #21 | $3.3M | 143,816 | $3.0M | 136,097 | +7,719+5.67% | Add |
| Mount Lucas Management LP |
| 1.13% | 1.12% | #3 | $3.2M | 138,716 | $3.0M | 137,947 | +769+0.56% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #42 | $2.8M | 124,231 | $2.6M | 119,472 | +4,759+3.98% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #44 | $2.6M | 114,786 | $2.5M | 114,329 | +457+0.40% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.03% | 0.03% | #11 | $1.9M | 84,477 | $1.9M | 88,159 | -3,682-4.18% | Reduce |
| CULLEN/FROST BANKERS, INC. |
| 0.02% | 0.03% | #13 | $1.9M | 83,378 | $2.6M | 119,523 | -36,145-30.24% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #49 | $1.8M | 80,091 | $1.6M | 70,679 | +9,412+13.32% | Add |
| ASSETMARK, INC |
| <0.01% | <0.01% | #31 | $1.7M | 72,080 | $1.3M | 57,690 | +14,390+24.94% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #55 | $1.6M | 71,091 | $556,127 | 25,290 | +45,801+181.10% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #45 | $1.5M | 66,263 | $2.2M | 99,536 | -33,273-33.43% | Reduce |
| Omega Financial Group, LLC |
| 0.41% | 0.42% | #5 | $1.3M | 58,201 | $1.3M | 59,265 | -1,064-1.80% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #33 | $1.0M | 45,313 | $825,274 | 37,529 | +7,784+20.74% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.03% | — | #12 | $1.0M | 44,550 | $0 | 0 | +44,550 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #54 | $954,000 | 41,675 | $959,000 | 43,605 | -1,930-4.43% | Reduce |
| CENTRAL TRUST Co |
| 0.01% | 0.02% | #17 | $818,401 | 35,738 | $787,841 | 35,827 | -89-0.25% | Reduce |
| Arax Advisory Partners |
| <0.01% | 0.01% | #25 | $628,152 | 27,430 | $376,450 | 17,119 | +10,311+60.23% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #41 | $535,950 | 23,404 | $509,910 | 23,188 | +216+0.93% | Add |
| Concurrent Investment Advisors, LLC |
| <0.01% | — | #24 | $505,143 | 22,059 | $0 | 0 | +22,059 | New Buy |
| AlphaCentric Advisors LLC |
| 0.42% | 0.46% | #4 | $495,258 | 21,627 | $463,307 | 21,069 | +558+2.65% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #47 | $479,819 | 20,952 | $439,929 | 20,006 | +946+4.73% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #46 | $417,467 | 18,230 | $400,878 | 18,230 | 00.00% | Unchanged |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | <0.01% | #36 | $373,659 | 16,317 | $374,710 | 17,040 | -723-4.24% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #51 | $325,730 | 14,224 | $312,786 | 14,224 | 00.00% | Unchanged |
| CITIZENS FINANCIAL GROUP INC/RI |
| <0.01% | <0.01% | #26 | $323,279 | 14,117 | $298,800 | 13,588 | +529+3.89% | Add |
| Dynamic Advisor Solutions LLC |
| 0.01% | 0.01% | #18 | $304,873 | 13,313 | $303,683 | 13,810 | -497-3.60% | Reduce |
| Atria Investments, Inc |
| <0.01% | — | #29 | $303,082 | 13,235 | $0 | 0 | +13,235 | New Buy |
| FIRST CITIZENS BANK & TRUST CO |
| <0.01% | 0.01% | #22 | $302,852 | 13,225 | $301,856 | 13,727 | -502-3.66% | Reduce |
| TMB Capital Partners, LLC |
| 0.09% | 0.09% | #8 | $296,223 | 12,935 | $263,318 | 11,974 | +961+8.03% | Add |
| Roan Capital Partners |
| 0.23% | 0.25% | #7 | $276,907 | 12,092 | $265,903 | 12,092 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #60 | $270,953 | 11,832 | $867,725 | 39,460 | -27,628-70.02% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #40 | $269,696 | 11,777 | $254,244 | 11,562 | +215+1.86% | Add |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #20 | $258,381 | 11,283 | $255,722 | 11,629 | -346-2.98% | Reduce |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #35 | $220,527 | 9,630 | $211,764 | 9,630 | 00.00% | Unchanged |
| Summit Financial, LLC |
| <0.01% | — | #32 | $200,856 | 8,771 | $0 | 0 | +8,771 | New Buy |
| Capital Advisors, Ltd. LLC |
| 0.02% | 0.02% | #14 | $174,177 | 7,606 | $167,000 | 7,584 | +22+0.29% | Add |
| Provenance Wealth Advisors, LLC |
| 0.02% | 0.02% | #16 | $159,865 | 6,981 | $153,512 | 6,981 | 00.00% | Unchanged |
| IAG Wealth Partners, LLC |
| 0.02% | 0.02% | #15 | $158,399 | 6,917 | $152,105 | 6,917 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #53 | $114,248 | 4,989 | $99,879 | 4,542 | +447+9.84% | Add |
| AdvisorNet Financial, Inc |
| <0.01% | <0.01% | #30 | $62,174 | 2,715 | $59,703 | 2,715 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #56 | $57,265 | 2,501 | $0 | 0 | +2,501 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #59 | $43,081 | 1,881 | $52,198 | 2,373 | -492-20.73% | Reduce |
