| Cresset Asset Management, LLC |
| 0.23% | 0.29% | #10 | $62.4M | 945,545 | $66.1M | 1.2M | -220,106-18.88% | Reduce |
| AMERICAN CENTURY COMPANIES INC |
| 0.03% | 0.03% | #19 | $60.1M | 910,888 | $51.1M | 901,171 | +9,717+1.08% | Add |
| B&D White Capital Company, LLC |
| 2.12% | — | #4 | $21.3M | 322,988 | $0 | 0 | +322,988 | New Buy |
| Bridgewater Advisors Inc. |
| 1.04% | — | #6 | $19.1M | 286,749 | $0 | 0 | +286,749 | New Buy |
| Strategic Blueprint, LLC |
| 0.9% | 0.88% | #7 | $18.0M | 273,432 | $15.1M | 266,174 | +7,258+2.73% | Add |
| Kooman & Associates |
| 4.1% | — | #3 | $15.3M | 231,427 | $0 | 0 | +231,427 | New Buy |
| Torren Management, LLC |
| 6.55% | 5.48% | #2 | $12.9M | 195,207 | $11.0M | 194,083 | +1,124+0.58% | Add |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #18 | $10.8M | 164,235 | $6.9M | 122,094 | +42,141+34.52% | Add |
| TrustWell Financial Advisors, LLC |
| 8.11% | 8.37% | #1 | $9.6M | 144,823 | $8.9M | 156,870 | -12,047-7.68% | Reduce |
| EnRich Financial Partners LLC |
| 1.63% | 0.64% | #5 | $6.8M | 103,685 | $2.4M | 42,581 | +61,104+143.50% | Add |
| Three Arch Wealth Management LLC |
| 0.59% | 0.59% | #8 | $3.8M | 57,916 | $3.3M | 57,999 | -83-0.14% | Reduce |
| True Wealth Design, LLC |
| 0.42% | 0.44% | #9 | $1.8M | 26,921 | $1.6M | 27,841 | -920-3.30% | Reduce |
| Tortoise Investment Management, LLC |
| 0.09% | 0.09% | #16 | $1.2M | 18,500 | $1.0M | 18,500 | 00.00% | Unchanged |
| LEGACY FINANCIAL GROUP, INC. |
| 0.21% | 0.21% | #12 | $917,335 | 13,899 | $777,889 | 13,710 | +189+1.38% | Add |
| Herold Advisors, Inc. |
| 0.18% | 0.13% | #14 | $891,000 | 13,526 | $603,645 | 10,639 | +2,887+27.14% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | — | #23 | $849,458 | 12,871 | $0 | 0 | +12,871 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #25 | $682,177 | 10,336 | $630,028 | 11,104 | -768-6.92% | Reduce |
| Haven Private, LLC |
| 0.18% | 0.31% | #13 | $472,297 | 7,156 | $709,405 | 12,503 | -5,347-42.77% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #24 | $398,971 | 6,045 | $0 | 0 | +6,045 | New Buy |
| Orion Capital Management LLC |
| 0.1% | <0.01% | #15 | $326,041 | 4,940 | $1,135 | 20 | +4,920+24,600.00% | Add |
| Plancorp, LLC |
| 0.01% | 0.01% | #20 | $321,868 | 4,875 | $264,361 | 4,395 | +480+10.92% | Add |
| Sankala Group LLC |
| 0.21% | — | #11 | $317,640 | 4,740 | $0 | 0 | +4,740 | New Buy |
| Tyche Wealth Partners LLC |
| 0.03% | — | #17 | $248,490 | 3,765 | $0 | 0 | +3,765 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #22 | $57,420 | 870 | $0 | 0 | +870 | New Buy |
| AE Wealth Management LLC |
| <0.01% | — | #26 | $10,560 | 160 | $0 | 0 | +160 | New Buy |
| LAM GROUP, INC. |
| <0.01% | <0.01% | #21 | $1,650 | 25 | $284 | 5 | +20+400.00% | Add |
