| AMERIPRISE FINANCIAL INC |
| 0.02% | 0.03% | #14 | $113.5M | 6.2M | $113.0M | 6.3M | -4,320-0.07% | Reduce |
| LPL Financial LLC |
| 0.01% | 0.01% | #17 | $44.6M | 2.5M | $41.8M | 2.3M | +145,455+6.29% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #32 | $16.8M | 922,605 | $22.3M | 1.2M | -310,926-25.21% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #35 | $15.8M | 871,399 | $16.6M | 898,438 | -27,039-3.01% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #23 | $15.1M | 829,612 | $14.4M | 795,212 | +34,400+4.33% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #26 | $12.5M | 685,843 | $11.7M | 646,758 | +39,085+6.04% | Add |
| Convergence Financial, LLC |
| 0.98% | 1.28% | #1 | $12.4M | 680,631 | $12.1M | 668,338 | +12,293+1.84% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #33 | $6.5M | 356,840 | $4.3M | 235,193 | +121,647+51.72% | Add |
| Hobart Private Capital, LLC |
| 0.75% | 1.35% | #2 | $4.4M | 240,211 | $6.9M | 381,127 | -140,916-36.97% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.03% | <0.01% | #12 | $3.8M | 209,952 | $262,901 | 14,541 | +195,411+1,343.86% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #40 | $2.1M | 113,876 | $10.4M | 575,501 | -461,625-80.21% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | 0.01% | #20 | $1.7M | 93,343 | $1.6M | 88,612 | +4,731+5.34% | Add |
| BankPlus Wealth Management LLC |
| 0.69% | 0.71% | #3 | $1.5M | 84,891 | $1.4M | 76,092 | +8,799+11.56% | Add |
| New Insight Wealth Advisors |
| 0.43% | 0.55% | #5 | $1.5M | 79,842 | $1.5M | 85,043 | -5,201-6.12% | Reduce |
| Millington Financial Advisors, LLC |
| 0.52% | 0.53% | #4 | $1.3M | 74,234 | $1.3M | 68,908 | +5,326+7.73% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.05% | 0.68% | #9 | $1.2M | 67,979 | $14.9M | 822,937 | -754,958-91.74% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #39 | $1.2M | 66,218 | $1.1M | 59,017 | +7,201+12.20% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #29 | $1.1M | 60,415 | $961,190 | 53,163 | +7,252+13.64% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #44 | $701,798 | 38,624 | $1.4M | 75,676 | -37,052-48.96% | Reduce |
| Acorn Wealth Advisors, LLC |
| 0.17% | 0.23% | #6 | $697,437 | 38,384 | $780,062 | 43,145 | -4,761-11.03% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #38 | $665,305 | 36,616 | $784,095 | 43,368 | -6,752-15.57% | Reduce |
| FIRST FOUNDATION ADVISORS |
| 0.02% | 0.04% | #13 | $642,916 | 35,383 | $947,489 | 52,405 | -17,022-32.48% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #37 | $628,018 | 34,564 | $611,510 | 33,822 | +742+2.19% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #36 | $609,239 | 33,530 | $593,024 | 32,800 | +730+2.23% | Add |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
| 0.04% | 0.05% | #11 | $598,139 | 32,919 | $594,995 | 32,909 | +10+0.03% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #31 | $470,857 | 25,914 | $461,000 | 25,489 | +425+1.67% | Add |
| HBK Sorce Advisory LLC |
| 0.01% | 0.01% | #19 | $425,783 | 23,690 | $432,231 | 23,690 | 00.00% | Unchanged |
| Walkner Condon Financial Advisors LLC |
| 0.05% | 0.05% | #10 | $415,595 | 22,885 | $384,591 | 21,285 | +1,600+7.52% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #46 | $404,955 | 22,287 | $3.5M | 192,026 | -169,739-88.39% | Reduce |
| NorthRock Partners, LLC |
| <0.01% | <0.01% | #22 | $279,818 | 15,400 | $278,432 | 15,400 | 00.00% | Unchanged |
| Waverly Advisors, LLC |
| <0.01% | <0.01% | #27 | $262,629 | 14,454 | $266,752 | 14,754 | -300-2.03% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #49 | $252,772 | 13,877 | $203,664 | 11,343 | +2,534+22.34% | Add |
| 5T Wealth, LLC |
| 0.09% | 0.08% | #7 | $245,043 | 13,486 | $198,012 | 10,952 | +2,534+23.14% | Add |
| OneDigital Investment Advisors LLC |
| <0.01% | <0.01% | #25 | $238,380 | 13,119 | $249,288 | 13,788 | -669-4.85% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #45 | $208,768 | 11,490 | $250,533 | 13,857 | -2,367-17.08% | Reduce |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #24 | $182,209 | 10,028 | $201,610 | 11,151 | -1,123-10.07% | Reduce |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
| 0.05% | 0.06% | #8 | $125,158 | 6,888 | $124,538 | 6,888 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #28 | $97,954 | 5,391 | $0 | 0 | +5,391 | New Buy |
| Westside Investment Management, Inc. |
| 0.01% | 0.01% | #18 | $72,680 | 4,000 | $72,320 | 4,000 | 00.00% | Unchanged |
| Owl Creek Wealth Partners LLC |
| 0.02% | 0.02% | #15 | $64,734 | 3,563 | $64,406 | 3,562 | +1+0.03% | Add |
| Synergy Investment Management, LLC |
| 0.01% | 0.02% | #16 | $46,115 | 2,538 | $45,887 | 2,538 | 00.00% | Unchanged |
| SouthState Bank Corp |
| <0.01% | <0.01% | #30 | $32,834 | 1,807 | $46,611 | 2,578 | -771-29.91% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #42 | $30,580 | 1,683 | $30,429 | 1,683 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #47 | $16,644 | 916 | $16,561 | 916 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #48 | $14,100 | 776 | $0 | 0 | +776 | New Buy |
| Glass Jacobson Investment Advisors llc |
| <0.01% | <0.01% | #21 | $14,100 | 776 | $14,031 | 776 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #41 | $13,864 | 763 | $19,219 | 1,063 | -300-28.22% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | — | #43 | $13,573 | 747 | $0 | 0 | +747 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #52 | $2,726 | 150 | $2,712 | 150 | 00.00% | Unchanged |
| WPG Advisers, LLC |
| <0.01% | <0.01% | #34 | $1,526 | 84 | $1,519 | 84 | 00.00% | Unchanged |
