| Man Group plc |
| 0.14% | — | #5 | $87.3M | 3.0M | $0 | 0 | +3.0M | New Buy |
| ABBINGTON INVESTMENT GROUP |
| 10.2% | 8.97% | #1 | $16.0M | 554,449 | $15.4M | 545,809 | +8,640+1.58% | Add |
| EXCHANGE TRADED CONCEPTS, LLC |
| 0.01% | 0.02% | #8 | $2.7M | 93,191 | $2.5M | 86,837 | +6,354+7.32% | Add |
| Smith & Howard Wealth Management, LLC |
| 0.49% | 0.52% | #2 | $2.5M | 85,903 | $2.4M | 85,847 | +56+0.07% | Add |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.03% | — | #6 | $1.4M | 49,692 | $0 | 0 | +49,692 | New Buy |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #11 | $1.3M | 44,913 | $1.2M | 43,569 | +1,344+3.08% | Add |
| Your Advocates Ltd., LLP |
| 0.28% | 0.24% | #4 | $972,979 | 33,667 | $779,640 | 27,588 | +6,079+22.03% | Add |
| Dynamic Advisor Solutions LLC |
| 0.02% | 0.02% | #7 | $838,421 | 29,007 | $763,394 | 27,018 | +1,989+7.36% | Add |
| Essential Partners LLC |
| 0.34% | 0.17% | #3 | $729,946 | 25,254 | $501,415 | 17,746 | +7,508+42.31% | Add |
| Wealthcare Advisory Partners LLC |
| 0.01% | 0.01% | #9 | $437,319 | 15,130 | $451,063 | 15,964 | -834-5.22% | Reduce |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #10 | $399,989 | 13,838 | $346,363 | 12,258 | +1,580+12.89% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #13 | $220,109 | 7,615 | $215,166 | 7,615 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #12 | $55,775 | 1,930 | $55,806 | 1,973 | -43-2.18% | Reduce |
| Federation des caisses Desjardins du Quebec |
| <0.01% | <0.01% | #15 | $11,417 | 395 | $11,161 | 395 | 00.00% | Unchanged |
| SouthState Bank Corp |
| <0.01% | <0.01% | #14 | $8,036 | 278 | $15,202 | 538 | -260-48.33% | Reduce |