| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #16 | $13.1M | 461,782 | $11.3M | 466,155 | -4,373-0.94% | Reduce |
| Advisors Asset Management, Inc. |
| 0.15% | 0.11% | #6 | $9.6M | 340,120 | $6.5M | 266,582 | +73,538+27.59% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.06% | 0.06% | #8 | $9.1M | 322,144 | $7.9M | 325,073 | -2,929-0.90% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #21 | $4.4M | 154,508 | $3.8M | 156,957 | -2,449-1.56% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #24 | $4.1M | 143,611 | $7.1M | 292,095 | -148,484-50.83% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #32 | $2.9M | 101,965 | $2.5M | 104,152 | -2,187-2.10% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #34 | $2.6M | 91,294 | $1.7M | 71,653 | +19,641+27.41% | Add |
| Emissary Wealth LLC |
| 1.74% | 1.79% | #1 | $2.3M | 80,761 | $1.9M | 78,643 | +2,118+2.69% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #30 | $2.1M | 73,585 | $1.8M | 73,971 | -386-0.52% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #18 | $1.6M | 55,102 | $1.7M | 70,462 | -15,360-21.80% | Reduce |
| WOLVERINE ASSET MANAGEMENT LLC |
| 0.01% | — | #12 | $1.4M | 50,693 | $0 | 0 | +50,693 | New Buy |
| PMG Family Office LLC |
| 1.14% | 1.17% | #2 | $1.2M | 43,637 | $1.0M | 43,023 | +614+1.43% | Add |
| WORLD EQUITY GROUP, INC. |
| 0.27% | 0.22% | #3 | $1.2M | 41,950 | $835,726 | 34,392 | +7,558+21.98% | Add |
| B. Riley Wealth Advisors, Inc. |
| 0.04% | 0.04% | #9 | $705,673 | 25,266 | $598,753 | 25,221 | +45+0.18% | Add |
| Gilliland Jeter Wealth Management LLC |
| 0.18% | 0.18% | #4 | $702,277 | 24,780 | $611,113 | 25,149 | -369-1.47% | Reduce |
| MCDONALD PARTNERS LLC |
| 0.17% | 0.14% | #5 | $699,998 | 24,700 | $600,210 | 24,700 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #33 | $690,122 | 24,352 | $225,966 | 9,299 | +15,053+161.88% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #25 | $629,802 | 22,224 | $521,847 | 21,475 | +749+3.49% | Add |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #15 | $617,614 | 21,793 | $620,330 | 25,528 | -3,735-14.63% | Reduce |
| Apollon Wealth Management, LLC |
| 0.01% | 0.01% | #13 | $596,314 | 21,041 | $622,638 | 25,623 | -4,582-17.88% | Reduce |
| Invesco Ltd. |
| <0.01% | <0.01% | #37 | $340,703 | 12,022 | $474,603 | 19,531 | -7,509-38.45% | Reduce |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #19 | $303,181 | 10,698 | $345,011 | 14,198 | -3,500-24.65% | Reduce |
| &PARTNERS |
| <0.01% | <0.01% | #22 | $278,219 | 9,817 | $233,871 | 9,624 | +193+2.01% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #20 | $276,371 | 9,752 | $0 | 0 | +9,752 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #29 | $262,800 | 9,273 | $240,060 | 9,879 | -606-6.13% | Reduce |
| Shaker Financial Services, LLC |
| 0.07% | — | #7 | $208,441 | 7,355 | $0 | 0 | +7,355 | New Buy |
| Relyea Zuckerberg Hanson LLC |
| 0.02% | — | #11 | $205,607 | 7,255 | $0 | 0 | +7,255 | New Buy |
| Integrity Advisory Solutions, LLC |
| 0.02% | — | #10 | $201,129 | 7,097 | $0 | 0 | +7,097 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #38 | $142,068 | 5,013 | $133,310 | 5,486 | -473-8.62% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #31 | $101,174 | 3,570 | $86,751 | 3,570 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #27 | $96,356 | 3,400 | $82,620 | 3,400 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #28 | $56,028 | 1,977 | $48,417 | 1,977 | 00.00% | Unchanged |
| Westside Investment Management, Inc. |
| 0.01% | 0.01% | #14 | $52,911 | 1,867 | $45,368 | 1,867 | 00.00% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #23 | $30,536 | 1,082 | $25,975 | 1,061 | +21+1.98% | Add |
| CENTRAL TRUST Co |
| <0.01% | <0.01% | #26 | $28,340 | 1,000 | $36,450 | 1,500 | -500-33.33% | Reduce |
| Clear Street Group Inc. |
| <0.01% | — | #36 | $17,798 | 628 | $0 | 0 | +628 | New Buy |
| Keating Financial Advisory Services, Inc. |
| <0.01% | <0.01% | #17 | $15,761 | 556 | $13,249 | 545 | +11+2.02% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #35 | $8,979 | 317 | $7,699 | 316 | +1+0.32% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #40 | $1,417 | 50 | $0 | 0 | +50 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #39 | $1,361 | 48 | $1,167 | 48 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #41 | $28 | 1 | $24 | 1 | 00.00% | Unchanged |
