| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.78% | 0.82% | #2 | $49.3M | 847,849 | $44.9M | 824,123 | +23,726+2.88% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.23% | 0.24% | #5 | $33.3M | 573,111 | $31.2M | 571,726 | +1,385+0.24% | Add |
| Investors Research Corp |
| 3.1% | 3.14% | #1 | $17.3M | 297,940 | $16.4M | 301,036 | -3,096-1.03% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #31 | $15.2M | 260,634 | $11.1M | 207,434 | +53,200+25.65% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #26 | $7.0M | 120,296 | $6.6M | 122,015 | -1,719-1.41% | Reduce |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.59% | — | #3 | $5.8M | 100,074 | $0 | 0 | +100,074 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #39 | $5.7M | 98,261 | $5.1M | 94,455 | +3,806+4.03% | Add |
| Gladstone Institutional Advisory LLC |
| 0.18% | 0.2% | #6 | $5.7M | 98,179 | $5.3M | 97,292 | +887+0.91% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #22 | $3.5M | 59,755 | $3.3M | 59,906 | -151-0.25% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #19 | $3.4M | 57,779 | $3.1M | 56,589 | +1,190+2.10% | Add |
| MONEY CONCEPTS CAPITAL CORP |
| 0.09% | 0.11% | #11 | $2.0M | 33,847 | $1.9M | 35,497 | -1,650-4.65% | Reduce |
| DDD Partners, LLC |
| 0.12% | 0.42% | #10 | $1.9M | 32,884 | $6.0M | 110,966 | -78,082-70.37% | Reduce |
| Farther Finance Advisors, LLC |
| 0.01% | <0.01% | #15 | $1.9M | 32,550 | $73,936 | 1,360 | +31,190+2,293.38% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #41 | $1.7M | 29,241 | $1.4M | 25,194 | +4,047+16.06% | Add |
| Keystone Financial Group |
| 0.08% | 0.08% | #12 | $1.4M | 24,137 | $1.3M | 23,890 | +247+1.03% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #21 | $1.4M | 23,507 | $802,052 | 14,716 | +8,791+59.74% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #40 | $1.3M | 22,808 | $1.2M | 22,645 | +163+0.72% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #42 | $1.3M | 21,978 | $540,000 | 9,900 | +12,078+122.00% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #35 | $985,940 | 16,947 | $919,050 | 16,863 | +84+0.50% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #28 | $941,280 | 16,180 | $848,310 | 15,565 | +615+3.95% | Add |
| Apella Capital, LLC |
| 0.01% | 0.01% | #16 | $900,131 | 15,225 | $866,961 | 15,452 | -227-1.47% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #32 | $848,250 | 14,579 | $762,547 | 13,989 | +590+4.22% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #29 | $758,151 | 13,029 | $716,861 | 13,152 | -123-0.94% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #43 | $743,949 | 12,788 | $640,031 | 11,744 | +1,044+8.89% | Add |
| Global Retirement Partners, LLC |
| 0.01% | — | #17 | $670,783 | 11,530 | $0 | 0 | +11,530 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #45 | $666,649 | 11,459 | $624,526 | 11,459 | 00.00% | Unchanged |
| Landmark Wealth Management, LLC |
| 0.15% | 0.15% | #8 | $627,920 | 10,793 | $556,511 | 10,211 | +582+5.70% | Add |
| Allworth Financial LP |
| <0.01% | <0.01% | #25 | $478,040 | 8,217 | $447,834 | 8,217 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | — | #27 | $427,600 | 7,350 | $0 | 0 | +7,350 | New Buy |
| Strategic Blueprint, LLC |
| 0.02% | 0.03% | #14 | $392,034 | 6,739 | $450,945 | 8,274 | -1,535-18.55% | Reduce |
| Athena Wealth Management, LLC |
| 0.29% | 0.3% | #4 | $391,545 | 6,730 | $368,773 | 6,766 | -36-0.53% | Reduce |
| QTR Family Wealth, LLC |
| 0.13% | 0.17% | #9 | $385,979 | 6,635 | $396,615 | 7,131 | -496-6.96% | Reduce |
| Hilltop Holdings Inc. |
| 0.02% | 0.03% | #13 | $312,759 | 5,376 | $323,408 | 5,934 | -558-9.40% | Reduce |
| Invariant Investment Management |
| 0.18% | 0.18% | #7 | $304,669 | 5,160 | $288,166 | 5,160 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #37 | $259,393 | 4,458 | $247,186 | 4,535 | -77-1.70% | Reduce |
| Focus Financial Network, Inc. |
| 0.01% | 0.01% | #20 | $235,825 | 4,054 | $227,305 | 4,171 | -117-2.81% | Reduce |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
| 0.01% | — | #18 | $202,979 | 3,489 | $0 | 0 | +3,489 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #38 | $75,630 | 1,300 | $70,851 | 1,300 | 00.00% | Unchanged |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #23 | $31,474 | 541 | $29,485 | 541 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #46 | $29,263 | 503 | $27,414 | 503 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #47 | $26,296 | 452 | $0 | 0 | +452 | New Buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #36 | $14,587 | 250 | $13,591 | 250 | 00.00% | Unchanged |
| TD Capital Management LLC |
| <0.01% | <0.01% | #33 | $7,862 | 135 | $7,320 | 134 | +1+0.75% | Add |
| Clearstead Advisors, LLC |
| <0.01% | — | #44 | $7,854 | 135 | $0 | 0 | +135 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #48 | $7,354 | 126 | $4,578 | 84 | +42+50.00% | Add |
| Coston, McIsaac & Partners |
| <0.01% | <0.01% | #30 | $4,131 | 71 | $5,000 | 91 | -20-21.98% | Reduce |
| WPG Advisers, LLC |
| <0.01% | <0.01% | #24 | $3,782 | 65 | $3,543 | 65 | 00.00% | Unchanged |
| Abound Wealth Management |
| <0.01% | <0.01% | #34 | $3,092 | 53 | $15,043 | 276 | -223-80.80% | Reduce |
