| Goldstone Financial Group, LLC |
| 1.82% | 0.88% | #2 | $19.9M | 338,741 | $8.1M | 156,366 | +182,375+116.63% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #44 | $14.1M | 240,806 | $13.2M | 261,207 | -20,401-7.81% | Reduce |
| Waverly Advisors, LLC |
| 0.08% | 0.1% | #15 | $14.0M | 237,226 | $13.4M | 257,783 | -20,557-7.97% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #37 | $10.6M | 180,446 | $808,640 | 15,517 | +164,929+1,062.89% | Add |
| Empowered Funds, LLC |
| 0.05% | 0.06% | #18 | $10.1M | 172,322 | $8.7M | 166,125 | +6,197+3.73% | Add |
| Ignite Planners, LLC |
| 0.69% | 0.66% | #4 | $5.0M | 84,960 | $4.3M | 82,315 | +2,645+3.21% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #48 | $3.4M | 57,649 | $629,810 | 12,084 | +45,565+377.07% | Add |
| HSBC HOLDINGS PLC |
| <0.01% | <0.01% | #41 | $2.9M | 49,167 | $2.4M | 46,551 | +2,616+5.62% | Add |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.06% | 0.07% | #17 | $2.4M | 41,261 | $2.2M | 41,995 | -734-1.75% | Reduce |
| 5T Wealth, LLC |
| 0.9% | 0.89% | #3 | $2.4M | 41,242 | $2.2M | 42,969 | -1,727-4.02% | Reduce |
| 3Chopt Investment Partners, LLC |
| 0.42% | 0.46% | #9 | $2.3M | 38,369 | $2.0M | 38,542 | -173-0.45% | Reduce |
| SHP Wealth Management |
| 0.14% | 0.07% | #14 | $2.1M | 35,499 | $919,661 | 17,645 | +17,854+101.18% | Add |
| Camarda Financial Advisors, LLC |
| 0.62% | 1.03% | #6 | $2.0M | 34,810 | $2.0M | 37,691 | -2,881-7.64% | Reduce |
| Composition Wealth, LLC |
| 0.02% | 0.02% | #23 | $1.9M | 32,475 | $1.7M | 33,300 | -825-2.48% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #42 | $1.9M | 31,850 | $1.7M | 32,138 | -288-0.90% | Reduce |
| Darwin Wealth Management, LLC |
| 0.49% | 0.51% | #7 | $1.8M | 30,379 | $1.6M | 31,457 | -1,078-3.43% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.03% | — | #20 | $1.8M | 30,380 | $0 | 0 | +30,380 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #56 | $1.7M | 29,158 | $0 | 0 | +29,158 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #50 | $1.7M | 28,417 | $1.4M | 26,502 | +1,915+7.23% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #49 | $1.6M | 26,578 | $2.8M | 52,781 | -26,203-49.64% | Reduce |
| LifeGoal Investments, LLC |
| 0.65% | 0.77% | #5 | $1.4M | 24,288 | $1.3M | 25,376 | -1,088-4.29% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #40 | $968,780 | 16,473 | $823,260 | 15,795 | +678+4.29% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #38 | $962,388 | 16,363 | $68,069 | 1,306 | +15,057+1,152.91% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #34 | $915,603 | 15,568 | $872,011 | 16,731 | -1,163-6.95% | Reduce |
| Modern Wealth Management, LLC |
| 0.01% | 0.01% | #29 | $890,150 | 15,136 | $791,312 | 15,010 | +126+0.84% | Add |
| Vise Technologies, Inc. |
| 0.01% | — | #30 | $838,559 | 14,258 | $0 | 0 | +14,258 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #59 | $745,087 | 12,669 | $1.5M | 28,922 | -16,253-56.20% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #60 | $740,195 | 12,586 | $2.7M | 50,978 | -38,392-75.31% | Reduce |
| JMN Financial LLC |
| 0.45% | 0.47% | #8 | $579,443 | 9,852 | $479,090 | 9,192 | +660+7.18% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #57 | $534,485 | 9,088 | $518,076 | 9,940 | -852-8.57% | Reduce |
| LAKE STREET PRIVATE WEALTH, LLC |
| 0.06% | 0.06% | #16 | $526,483 | 8,952 | $495,403 | 9,505 | -553-5.82% | Reduce |
| Triad Wealth Partners, LLC |
| 0.03% | 0.03% | #22 | $457,843 | 7,661 | $382,407 | 7,337 | +324+4.42% | Add |
| SYM FINANCIAL Corp |
| 0.03% | 0.03% | #19 | $377,278 | 6,415 | $334,352 | 6,415 | 00.00% | Unchanged |
| Worth Financial Advisory Group, LLC |
| 0.15% | — | #13 | $353,518 | 6,011 | $0 | 0 | +6,011 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #51 | $312,638 | 5,308 | $180,450 | 3,460 | +1,848+53.41% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #45 | $285,532 | 4,855 | $214,000 | 4,109 | +746+18.16% | Add |
| WADDELL & ASSOCIATES, LLC |
| 0.01% | 0.01% | #27 | $270,005 | 4,591 | $239,284 | 4,591 | 00.00% | Unchanged |
| Sankala Group LLC |
| 0.18% | — | #12 | $260,774 | 4,300 | $0 | 0 | +4,300 | New Buy |
| WBH ADVISORY INC |
| 0.02% | 0.02% | #25 | $255,714 | 4,348 | $309,572 | 5,872 | -1,524-25.95% | Reduce |
| NorthRock Partners, LLC |
| <0.01% | <0.01% | #33 | $254,420 | 4,326 | $225,472 | 4,326 | 00.00% | Unchanged |
| Cohalo Advisory LLC |
| 14.32% | 14.99% | #1 | $236,828 | 4,026 | $211,840 | 4,064 | -38-0.94% | Reduce |
| M Wealth Management, LLC |
| 0.19% | 0.29% | #10 | $235,768 | 4,009 | $343,821 | 6,597 | -2,588-39.23% | Reduce |
| WealthPlan Investment Management, LLC |
| 0.01% | 0.01% | #28 | $233,189 | 3,965 | $221,772 | 4,255 | -290-6.82% | Reduce |
| ARQ WEALTH ADVISORS, LLC |
| 0.03% | 0.04% | #21 | $218,096 | 3,691 | $238,711 | 4,580 | -889-19.41% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #64 | $189,962 | 3,230 | $3.1M | 60,054 | -56,824-94.62% | Reduce |
| Kroeger Financial Partners |
| 0.18% | — | #11 | $185,198 | 3,149 | $0 | 0 | +3,149 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #39 | $166,902 | 2,840 | $23,935 | 454 | +2,386+525.55% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #43 | $166,260 | 2,827 | $0 | 0 | +2,827 | New Buy |
| WHITTIER TRUST CO OF NEVADA INC |
| <0.01% | <0.01% | #35 | $137,662 | 2,340 | $123,786 | 2,340 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #55 | $133,268 | 2,266 | $133,480 | 2,561 | -295-11.52% | Reduce |
