| Blue Trust, Inc. |
| 0.04% | 0.05% | #3 | $4.3M | 124,717 | $4.6M | 153,441 | -28,724-18.72% | Reduce |
| Summit Financial, LLC |
| 0.03% | 0.03% | #6 | $2.6M | 74,458 | $2.1M | 68,826 | +5,632+8.18% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #15 | $2.1M | 62,610 | $1.9M | 62,697 | -87-0.14% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #16 | $1.3M | 38,068 | $823,755 | 27,357 | +10,711+39.15% | Add |
| Vident Advisory, LLC |
| 0.01% | 0.01% | #11 | $1.1M | 32,721 | $1.0M | 33,340 | -619-1.86% | Reduce |
| GTS SECURITIES LLC |
| 0.02% | 0.01% | #7 | $984,958 | 28,747 | $349,167 | 11,596 | +17,151+147.90% | Add |
| MGO ONE SEVEN LLC |
| 0.02% | 0.02% | #8 | $964,035 | 28,136 | $750,042 | 24,909 | +3,227+12.96% | Add |
| OneAscent Financial Services LLC |
| 0.04% | 0.04% | #5 | $734,684 | 21,442 | $647,468 | 21,503 | -61-0.28% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #18 | $725,459 | 21,173 | $0 | 0 | +21,173 | New Buy |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #9 | $676,462 | 19,743 | $570,607 | 18,950 | +793+4.18% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #19 | $505,000 | 14,733 | $561,000 | 18,627 | -3,894-20.91% | Reduce |
| Empirical Asset Management, LLC |
| 0.1% | 0.11% | #1 | $432,138 | 12,612 | $402,252 | 13,359 | -747-5.59% | Reduce |
| Walkner Condon Financial Advisors LLC |
| 0.04% | 0.04% | #4 | $344,347 | 10,050 | $302,619 | 10,050 | 00.00% | Unchanged |
| WorthPointe, LLC |
| 0.08% | 0.07% | #2 | $315,059 | 9,195 | $272,402 | 9,047 | +148+1.64% | Add |
| Focus Financial Network, Inc. |
| 0.01% | 0.01% | #10 | $301,940 | 8,812 | $271,469 | 9,016 | -204-2.26% | Reduce |
| Global Assets Advisory, LLC |
| <0.01% | <0.01% | #12 | $118,014 | 3,471 | $97,188 | 3,471 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #21 | $97,993 | 2,860 | $55 | 1 | +2,859+285,900.00% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #17 | $74,249 | 2,167 | $0 | 0 | +2,167 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #14 | $48,153 | 1,405 | $45,660 | 1,516 | -111-7.32% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #22 | $26,896 | 785 | $83,498 | 2,773 | -1,988-71.69% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #23 | $9,063 | 265 | $7,965 | 265 | 00.00% | Unchanged |
| IMA Advisory Services, Inc. |
| <0.01% | — | #13 | $3,461 | 101 | $0 | 0 | +101 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #20 | $2,570 | 75 | $2,267 | 75 | 00.00% | Unchanged |
