| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #27 | $41.0M | 807,914 | $39.7M | 951,083 | -143,169-15.05% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #44 | $34.4M | 676,607 | $3.1M | 71,152 | +605,455+850.93% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #42 | $32.3M | 636,361 | $28.5M | 683,298 | -46,937-6.87% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #40 | $23.1M | 454,680 | $18.9M | 453,905 | +775+0.17% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #37 | $18.6M | 365,561 | $15.5M | 371,074 | -5,513-1.49% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.05% | 0.04% | #19 | $9.0M | 176,304 | $7.5M | 180,137 | -3,833-2.13% | Reduce |
| IHT Wealth Management, LLC |
| 0.11% | 0.12% | #16 | $5.4M | 105,529 | $5.4M | 128,675 | -23,146-17.99% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #34 | $4.7M | 92,023 | $3.6M | 85,772 | +6,251+7.29% | Add |
| SageGuard Financial Group, LLC |
| 0.63% | 0.45% | #3 | $4.5M | 88,867 | $2.9M | 69,441 | +19,426+27.97% | Add |
| PFG Investments, LLC |
| 0.13% | 0.14% | #14 | $3.3M | 65,455 | $3.0M | 71,773 | -6,318-8.80% | Reduce |
| PMG Family Office LLC |
| 2.5% | 2.47% | #1 | $2.7M | 53,328 | $2.2M | 53,144 | +184+0.35% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #53 | $2.3M | 46,191 | $1.8M | 43,005 | +3,186+7.41% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #26 | $2.3M | 45,266 | $977,048 | 23,435 | +21,831+93.16% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #28 | $2.3M | 44,917 | $1.8M | 43,911 | +1,006+2.29% | Add |
| Maridea Wealth Management LLC |
| 0.21% | — | #8 | $2.0M | 38,894 | $0 | 0 | +38,894 | New Buy |
| Benchmark Financial, LLC |
| 1.36% | — | #2 | $1.7M | 32,773 | $0 | 0 | +32,773 | New Buy |
| Kingsview Wealth Management, LLC |
| 0.03% | 0.02% | #21 | $1.7M | 39,755 | $1.7M | 39,755 | 00.00% | Unchanged |
| Essex Financial Services, Inc. |
| 0.07% | 0.06% | #17 | $1.4M | 28,312 | $1.1M | 25,245 | +3,067+12.15% | Add |
| Focus Partners Wealth |
| <0.01% | — | #45 | $1.2M | 23,822 | $0 | 0 | +23,822 | New Buy |
| Clarus Wealth Advisors |
| 0.46% | 0.42% | #4 | $1.2M | 24,443 | $980,178 | 23,194 | +1,249+5.39% | Add |
| LEVEL FOUR ADVISORY SERVICES, LLC |
| 0.03% | 0.03% | #22 | $993,168 | 19,550 | $808,436 | 19,390 | +160+0.83% | Add |
| Gladstone Institutional Advisory LLC |
| 0.03% | 0.02% | #20 | $983,406 | 19,358 | $654,101 | 15,689 | +3,669+23.39% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #38 | $955,937 | 18,817 | $772,282 | 18,524 | +293+1.58% | Add |
| Wick Capital Partners, LLC |
| 0.13% | 0.14% | #13 | $895,974 | 17,637 | $740,552 | 17,763 | -126-0.71% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #58 | $823,079 | 16,202 | $554,625 | 13,303 | +2,899+21.79% | Add |
| Creative Planning |
| <0.01% | <0.01% | #50 | $788,331 | 15,518 | $560,462 | 13,443 | +2,075+15.44% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #48 | $631,970 | 12,440 | $441,860 | 10,598 | +1,842+17.38% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #43 | $566,783 | 11,157 | $443,321 | 10,633 | +524+4.93% | Add |
| Colonial River Investments, LLC |
| 0.16% | — | #12 | $550,989 | 10,846 | $0 | 0 | +10,846 | New Buy |
| City Center Advisors, LLC |
| 0.41% | 0.3% | #5 | $503,876 | 9,919 | $323,194 | 7,752 | +2,167+27.95% | Add |
| Advisory Services Network, LLC |
| 0.01% | <0.01% | #33 | $485,325 | 9,553 | $317,045 | 7,605 | +1,948+25.61% | Add |
| CAP Partners, LLC |
| 0.22% | 0.21% | #7 | $459,120 | 9,038 | $373,238 | 8,952 | +86+0.96% | Add |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #30 | $438,566 | 8,633 | $359,924 | 8,633 | 00.00% | Unchanged |
| JBR Co Financial Management Inc |
| 0.16% | 0.12% | #11 | $438,159 | 8,625 | $296,904 | 6,675 | +1,950+29.21% | Add |
| Element Wealth, LLC |
| 0.16% | 0.16% | #10 | $427,010 | 8,406 | $391,841 | 9,399 | -993-10.56% | Reduce |
| RHODES INVESTMENT ADVISORS INC /ADV |
| 0.31% | 0.28% | #6 | $425,459 | 8,375 | $330,407 | 7,925 | +450+5.68% | Add |
| Maia Wealth LLC |
| 0.06% | 0.06% | #18 | $416,925 | 8,207 | $345,249 | 8,281 | -74-0.89% | Reduce |
| Nuveen, LLC |
| <0.01% | — | #57 | $371,560 | 7,314 | $0 | 0 | +7,314 | New Buy |
| Arkadios Wealth Advisors |
| 0.01% | — | #32 | $371,559 | 7,314 | $0 | 0 | +7,314 | New Buy |
| PRIVATE TRUST CO NA |
| 0.03% | 0.02% | #23 | $331,426 | 6,524 | $238,768 | 5,727 | +797+13.92% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.01% | 0.01% | #31 | $330,207 | 6,500 | $262,658 | 6,300 | +200+3.17% | Add |
| OLD MISSION CAPITAL LLC |
| <0.01% | <0.01% | #35 | $300,996 | 5,925 | $228,845 | 5,489 | +436+7.94% | Add |
| Pitti Group Wealth Management, LLC |
| 0.21% | 0.2% | #9 | $283,886 | 5,588 | $240,366 | 5,765 | -177-3.07% | Reduce |
| Cornerstone Wealth Management, LLC |
| 0.01% | — | #24 | $280,481 | 5,521 | $0 | 0 | +5,521 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #59 | $258,217 | 5,083 | $202,181 | 4,849 | +234+4.83% | Add |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #46 | $252,464 | 4,970 | $564,594 | 13,542 | -8,572-63.30% | Reduce |
| Kovack Advisors, Inc. |
| 0.01% | 0.01% | #25 | $249,477 | 5,035 | $210,707 | 5,030 | +5+0.10% | Add |
| Chicago Partners Investment Group LLC |
| <0.01% | <0.01% | #36 | $215,676 | 4,555 | $207,342 | 4,495 | +60+1.33% | Add |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| 0.01% | — | #29 | $200,664 | 3,950 | $0 | 0 | +3,950 | New Buy |
| Ulland Investment Advisors, LLC |
| 0.12% | 0.11% | #15 | $160,023 | 3,150 | $131,000 | 3,150 | 00.00% | Unchanged |
