| ENVESTNET ASSET MANAGEMENT INC |
| 0.06% | 0.06% | #4 | $255.2M | 3.0M | $229.9M | 3.1M | -83,818-2.69% | Reduce |
| AMERICAN CENTURY COMPANIES INC |
| 0.01% | 0.01% | #8 | $17.1M | 203,336 | $13.6M | 184,612 | +18,724+10.14% | Add |
| Sunpointe, LLC |
| 1.63% | 1.65% | #1 | $5.7M | 68,305 | $5.0M | 68,305 | 00.00% | Unchanged |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.09% | — | #2 | $4.0M | 47,303 | $0 | 0 | +47,303 | New Buy |
| Focus Partners Wealth |
| <0.01% | 0.02% | #12 | $976,479 | 11,610 | $21.6M | 293,283 | -281,673-96.04% | Reduce |
| SteelPeak Wealth, LLC |
| 0.02% | 0.02% | #7 | $747,109 | 8,883 | $622,946 | 8,450 | +433+5.12% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #11 | $593,069 | 7,051 | $464,256 | 6,298 | +753+11.96% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #13 | $582,751 | 6,929 | $514,896 | 6,984 | -55-0.79% | Reduce |
| Midwest Trust Co |
| <0.01% | 0.02% | #10 | $428,944 | 5,100 | $2.0M | 26,458 | -21,358-80.72% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #16 | $427,262 | 5,080 | $390,274 | 5,294 | -214-4.04% | Reduce |
| Summit Asset Management, LLC |
| 0.05% | 0.05% | #5 | $408,759 | 4,860 | $358,279 | 4,860 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #14 | $403,460 | 4,797 | $323,336 | 4,386 | +411+9.37% | Add |
| CRA Financial Services, LLC |
| 0.04% | 0.04% | #6 | $376,041 | 4,471 | $329,602 | 4,471 | 00.00% | Unchanged |
| New Hampshire Trust |
| 0.07% | 0.08% | #3 | $371,247 | 4,414 | $387,472 | 5,256 | -842-16.02% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #18 | $368,556 | 4,382 | $464,289 | 6,298 | -1,916-30.42% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #15 | $360,229 | 4,283 | $320,387 | 4,346 | -63-1.45% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #21 | $295,885 | 3,518 | $198,305 | 2,690 | +828+30.78% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #20 | $288,234 | 3,427 | $0 | 0 | +3,427 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #17 | $216,995 | 2,580 | $0 | 0 | +2,580 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #23 | $98,675 | 1,173 | $90,626 | 1,173 | 00.00% | Unchanged |
| Caldwell Trust Co |
| 0.01% | 0.01% | #9 | $81,920 | 974 | $71,803 | 974 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #22 | $48,025 | 571 | $0 | 0 | +571 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #19 | $24,896 | 296 | $0 | 0 | +296 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #26 | $11,417 | 137 | $128,984 | 1,800 | -1,663-92.39% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | — | #25 | $7,000 | 80 | $0 | 0 | +80 | New Buy |
| VANGUARD ADVISERS INC |
| <0.01% | <0.01% | #24 | $336 | 4 | $295 | 4 | 00.00% | Unchanged |
