| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #5 | $10.0M | 399,701 | $10.8M | 429,681 | -29,980-6.98% | Reduce |
| AE Wealth Management LLC |
| 0.03% | 0.04% | #4 | $6.3M | 254,171 | $6.5M | 258,611 | -4,440-1.72% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #10 | $1.7M | 67,356 | $1.6M | 65,313 | +2,043+3.13% | Add |
| Atlanta Consulting Group Advisors, LLC |
| 0.15% | — | #1 | $974,745 | 39,021 | $0 | 0 | +39,021 | New Buy |
| B.O.S.S. Retirement Advisors, LLC |
| 0.11% | 0.13% | #2 | $393,574 | 15,756 | $432,788 | 17,246 | -1,490-8.64% | Reduce |
| Kingdom Financial Group LLC. |
| 0.06% | 0.06% | #3 | $222,332 | 8,900 | $222,367 | 8,861 | +39+0.44% | Add |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.01% | — | #7 | $22,810 | 913 | $0 | 0 | +913 | New Buy |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.01% | 0.01% | #6 | $18,735 | 750 | $18,821 | 750 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #12 | $16,112 | 645 | $0 | 0 | +645 | New Buy |
| Ascentis Independent Advisors |
| <0.01% | <0.01% | #9 | $14,078 | 561 | $14,078 | 561 | 00.00% | Unchanged |
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
| <0.01% | — | #8 | $6,395 | 256 | $0 | 0 | +256 | New Buy |
| Sterling Capital Management LLC |
| <0.01% | — | #11 | $350 | 14 | $0 | 0 | +14 | New Buy |
