| INCOME RESEARCH & MANAGEMENT |
| 2.76% | 2.98% | #1 | $5.1M | 100,000 | $5.0M | 100,000 | 00.00% | Unchanged |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #10 | $4.6M | 90,783 | $2.9M | 57,360 | +33,423+58.27% | Add |
| BCGM Wealth Management, LLC |
| 0.83% | 0.95% | #2 | $3.9M | 76,822 | $3.8M | 75,493 | +1,329+1.76% | Add |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
| 0.15% | 0.11% | #5 | $2.1M | 41,194 | $1.3M | 25,970 | +15,224+58.62% | Add |
| LPL Financial LLC |
| <0.01% | — | #12 | $1.3M | 25,771 | $0 | 0 | +25,771 | New Buy |
| Oasis Advisors, LLC |
| 0.61% | — | #3 | $936,912 | 18,425 | $0 | 0 | +18,425 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #15 | $840,098 | 16,521 | $489,983 | 9,767 | +6,754+69.15% | Add |
| Balance Wealth Partners LLC |
| 0.2% | 0.23% | #4 | $745,169 | 14,654 | $743,371 | 14,817 | -163-1.10% | Reduce |
| Impact Partnership Wealth, LLC |
| 0.07% | 0.08% | #7 | $669,139 | 13,159 | $660,953 | 13,175 | -16-0.12% | Reduce |
| VICTORY FINANCIAL GROUP, LLC |
| 0.06% | — | #8 | $570,192 | 11,213 | $0 | 0 | +11,213 | New Buy |
| Plum Street Advisors, LLC |
| 0.15% | 0.19% | #6 | $467,874 | 9,201 | $539,699 | 10,758 | -1,557-14.47% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #16 | $450,940 | 8,868 | $270,301 | 5,388 | +3,480+64.59% | Add |
| RWA WEALTH PARTNERS, LLC |
| <0.01% | — | #11 | $325,239 | 6,396 | $0 | 0 | +6,396 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #13 | $40,680 | 800 | $0 | 0 | +800 | New Buy |
| 1620 INVESTMENT ADVISORS, INC. |
| 0.02% | <0.01% | #9 | $25,679 | 505 | $5,669 | 113 | +392+346.90% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | — | #14 | $25,425 | 500 | $0 | 0 | +500 | New Buy |
