| Vinva Investment Management Ltd |
| 0.1% | — | #11 | $108.1M | 618,308 | $0 | 0 | +618,308 | New Buy |
| Sanctuary Advisors, LLC |
| 0.32% | 0.31% | #8 | $68.8M | 3.5M | $57.6M | 3.3M | +169,840+5.16% | Add |
| Legacy Financial Group LLC |
| 5.09% | 4.18% | #2 | $45.2M | 2.3M | $33.3M | 1.9M | +374,816+19.74% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #15 | $32.7M | 1.6M | $26.6M | 1.5M | +126,182+8.31% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #17 | $19.6M | 983,492 | $16.8M | 957,311 | +26,181+2.73% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.23% | 0.2% | #9 | $17.1M | 859,522 | $12.7M | 727,093 | +132,429+18.21% | Add |
| Atria Investments, Inc |
| 0.13% | 0.12% | #10 | $13.0M | 656,158 | $10.7M | 608,606 | +47,552+7.81% | Add |
| KKM Financial LLC |
| 1.56% | 1.81% | #5 | $11.8M | 592,014 | $10.2M | 592,732 | -718-0.12% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #19 | $7.7M | 389,024 | $2.5M | 141,679 | +247,345+174.58% | Add |
| Rockefeller Capital Management L.P. |
| 0.01% | 0.01% | #16 | $4.2M | 210,117 | $3.3M | 189,624 | +20,493+10.81% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #22 | $3.5M | 174,309 | $0 | 0 | +174,309 | New Buy |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #23 | $2.4M | 121,970 | $2.1M | 121,969 | +1+0.00% | Add |
| BREAKTHRU ADVISORY SERVICES, LLC |
| 7.89% | 3.95% | #1 | $2.4M | 118,222 | $2.5M | 140,802 | -22,580-16.04% | Reduce |
| Plus Group Wealth Advisors LLC |
| 2% | — | #3 | $2.1M | 106,862 | $0 | 0 | +106,862 | New Buy |
| Equitable Holdings, Inc. |
| 0.01% | 0.01% | #14 | $1.8M | 92,496 | $1.1M | 61,510 | +30,986+50.38% | Add |
| GTS SECURITIES LLC |
| 0.04% | 0.03% | #13 | $1.7M | 87,235 | $938,471 | 53,581 | +33,654+62.81% | Add |
| Comprehensive Financial Consultants Institutional, Inc. |
| 0.38% | — | #6 | $1.5M | 72,927 | $0 | 0 | +72,927 | New Buy |
| Mowery & Schoenfeld Wealth Management, LLC |
| 1.87% | — | #4 | $1.4M | 68,840 | $0 | 0 | +68,840 | New Buy |
| Quantum Private Wealth, LLC |
| 0.32% | 0.34% | #7 | $1.3M | 63,238 | $1.1M | 62,000 | +1,238+2.00% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #20 | $1.2M | 58,995 | $946,540 | 54,042 | +4,953+9.17% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #25 | $776,852 | 39,070 | $0 | 0 | +39,070 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #21 | $702,564 | 35,334 | $678,000 | 38,706 | -3,372-8.71% | Reduce |
| Allworth Financial LP |
| <0.01% | <0.01% | #18 | $527,758 | 26,542 | $477,395 | 27,256 | -714-2.62% | Reduce |
| Global View Capital Management LLC |
| 0.05% | — | #12 | $220,071 | 11,068 | $0 | 0 | +11,068 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #24 | $35,790 | 1,800 | $31,769 | 1,800 | 00.00% | Unchanged |