| PRUDENTIAL FINANCIAL INC |
| 0.03% | 0.03% | #17 | $23.1M | 458,000 | $23.1M | 458,000 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #23 | $5.8M | 114,529 | $5.7M | 112,627 | +1,902+1.69% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #21 | $4.0M | 79,683 | $4.8M | 95,431 | -15,748-16.50% | Reduce |
| Goldstein Advisors, LLC |
| 0.32% | 0.35% | #2 | $3.5M | 69,871 | $3.2M | 63,363 | +6,508+10.27% | Add |
| Sanctuary Advisors, LLC |
| 0.01% | — | #20 | $2.9M | 57,316 | $0 | 0 | +57,316 | New Buy |
| DAYMARK WEALTH PARTNERS, LLC |
| 0.06% | 0.06% | #8 | $2.5M | 48,939 | $2.0M | 40,697 | +8,242+20.25% | Add |
| Ameritas Advisory Services, LLC |
| 0.05% | 0.06% | #12 | $2.4M | 47,585 | $1.5M | 30,163 | +17,422+57.76% | Add |
| Commonwealth Retirement Investments LLC |
| 0.55% | 0.32% | #1 | $2.0M | 40,429 | $1.0M | 20,373 | +20,056+98.44% | Add |
| Symphony Financial, Ltd. Co. |
| 0.2% | 0.22% | #4 | $1.8M | 35,887 | $1.7M | 32,983 | +2,904+8.80% | Add |
| Crusonia Wealth Advisors LLC |
| 0.27% | — | #3 | $1.6M | 32,345 | $0 | 0 | +32,345 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #29 | $1.5M | 29,421 | $686,925 | 13,646 | +15,775+115.60% | Add |
| EverSource Wealth Advisors, LLC |
| 0.05% | 0.04% | #13 | $1.3M | 26,710 | $1.3M | 26,259 | +451+1.72% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.04% | 0.04% | #15 | $1.1M | 21,103 | $857,155 | 17,028 | +4,075+23.93% | Add |
| LPWM LLC |
| 0.13% | — | #5 | $605,383 | 12,008 | $0 | 0 | +12,008 | New Buy |
| VestGen Advisors, LLC |
| 0.02% | 0.02% | #19 | $598,476 | 11,871 | $597,764 | 11,871 | 00.00% | Unchanged |
| Pine Harbor Wealth Management, LLC |
| 0.13% | — | #6 | $488,824 | 9,696 | $0 | 0 | +9,696 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | — | #30 | $458,877 | 9,102 | $0 | 0 | +9,102 | New Buy |
| Cetera Investment Advisers |
| <0.01% | — | #31 | $432,804 | 8,585 | $0 | 0 | +8,585 | New Buy |
| Bedel Financial Consulting, Inc. |
| 0.04% | 0.05% | #16 | $403,320 | 8,000 | $402,704 | 8,000 | 00.00% | Unchanged |
| Spinnaker Investment Group, LLC |
| 0.06% | — | #7 | $400,093 | 7,936 | $0 | 0 | +7,936 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #32 | $375,153 | 7,441 | $0 | 0 | +7,441 | New Buy |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| <0.01% | <0.01% | #25 | $367,072 | 7,281 | $321,660 | 6,390 | +891+13.94% | Add |
| Beacon Capital Management, LLC |
| 0.05% | 0.06% | #11 | $364,052 | 7,221 | $360,671 | 7,165 | +56+0.78% | Add |
| Vestmark Advisory Solutions, Inc. |
| <0.01% | — | #26 | $352,905 | 7,000 | $0 | 0 | +7,000 | New Buy |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.01% | — | #22 | $352,905 | 7,000 | $0 | 0 | +7,000 | New Buy |
| Hedeker Wealth, LLC |
| 0.06% | 0.07% | #9 | $310,204 | 6,153 | $309,730 | 6,153 | 00.00% | Unchanged |
| AMERIPRISE FINANCIAL INC |
| <0.01% | — | #33 | $302,490 | 6,000 | $0 | 0 | +6,000 | New Buy |
| WealthPLAN Partners, LLC |
| 0.06% | — | #10 | $299,415 | 5,939 | $0 | 0 | +5,939 | New Buy |
| SHEETS SMITH WEALTH MANAGEMENT |
| 0.02% | — | #18 | $202,416 | 4,015 | $0 | 0 | +4,015 | New Buy |
| Tidemark, LLC |
| 0.04% | — | #14 | $194,955 | 3,867 | $0 | 0 | +3,867 | New Buy |
| Parallel Advisors, LLC |
| <0.01% | — | #27 | $134,104 | 2,660 | $0 | 0 | +2,660 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #34 | $50,016 | 992 | $0 | 0 | +992 | New Buy |
| AdvisorNet Financial, Inc |
| <0.01% | <0.01% | #28 | $40,987 | 813 | $15,957 | 317 | +496+156.47% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #24 | $39,626 | 786 | $0 | 0 | +786 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #35 | $1,010 | 20 | $0 | 0 | +20 | New Buy |
