| Schorn Wealth LLC |
| 6.52% | 7.45% | #1 | $24.9M | 641,399 | $24.7M | 636,154 | +5,245+0.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #16 | $7.8M | 199,971 | $6.2M | 158,850 | +41,121+25.89% | Add |
| Convergence Financial, LLC |
| 0.6% | 0.39% | #3 | $7.5M | 192,686 | $3.7M | 96,069 | +96,617+100.57% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #18 | $6.6M | 170,123 | $8.7M | 224,977 | -54,854-24.38% | Reduce |
| Kestra Advisory Services, LLC |
| 0.02% | 0.02% | #8 | $4.8M | 124,731 | $4.7M | 120,109 | +4,622+3.85% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #12 | $4.7M | 121,817 | $4.2M | 108,543 | +13,274+12.23% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #21 | $3.8M | 96,736 | $4.5M | 115,911 | -19,175-16.54% | Reduce |
| EVERGREEN CAPITAL MANAGEMENT LLC |
| 0.06% | 0.07% | #6 | $3.4M | 86,120 | $3.3M | 85,675 | +445+0.52% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #15 | $3.1M | 78,629 | $2.9M | 74,644 | +3,985+5.34% | Add |
| FLAGSHIP HARBOR ADVISORS, LLC |
| 0.1% | 0.13% | #5 | $2.6M | 67,294 | $2.8M | 73,500 | -6,206-8.44% | Reduce |
| ForthRight Wealth Management, LLC |
| 0.65% | 0.81% | #2 | $2.5M | 65,034 | $2.9M | 73,954 | -8,920-12.06% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #19 | $2.2M | 56,512 | $1.5M | 39,140 | +17,372+44.38% | Add |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #10 | $1.9M | 48,006 | $1.2M | 31,154 | +16,852+54.09% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #24 | $1.8M | 45,290 | $0 | 0 | +45,290 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #25 | $1.5M | 38,730 | $1.6M | 41,560 | -2,830-6.81% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #23 | $1.4M | 35,277 | $0 | 0 | +35,277 | New Buy |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #9 | $1.2M | 31,981 | $1.2M | 30,901 | +1,080+3.50% | Add |
| Aptus Capital Advisors, LLC |
| 0.01% | 0.01% | #11 | $990,773 | 25,497 | $1.0M | 26,080 | -583-2.24% | Reduce |
| Garden State Investment Advisory Services LLC |
| 0.17% | 0.23% | #4 | $950,279 | 24,383 | $1.1M | 27,416 | -3,033-11.06% | Reduce |
| Regal Investment Advisors LLC |
| 0.04% | 0.04% | #7 | $690,312 | 17,765 | $737,874 | 19,042 | -1,277-6.71% | Reduce |
| CITIGROUP INC |
| <0.01% | — | #22 | $624,338 | 16,067 | $0 | 0 | +16,067 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #20 | $585,101 | 15,057 | $687,817 | 17,750 | -2,693-15.17% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #26 | $256,232 | 6,594 | $0 | 0 | +6,594 | New Buy |
| AXXCESS WEALTH MANAGEMENT, LLC |
| <0.01% | — | #13 | $248,383 | 6,392 | $0 | 0 | +6,392 | New Buy |
| Kingsview Wealth Management, LLC |
| <0.01% | <0.01% | #14 | $218,149 | 5,630 | $218,149 | 5,630 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| <0.01% | — | #17 | $19,429 | 500 | $0 | 0 | +500 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #27 | $151 | 3 | $975 | 25 | -22-88.00% | Reduce |
