| Westfuller Advisors, LLC |
| 1.32% | 1.48% | #1 | $3.6M | 85,395 | $3.4M | 86,875 | -1,480-1.70% | Reduce |
| Rock Creek Group LLC |
| 0.17% | 0.16% | #6 | $1.7M | 39,015 | $1.5M | 39,015 | 00.00% | Unchanged |
| Focus Partners Wealth |
| <0.01% | <0.01% | #18 | $956,685 | 22,562 | $892,441 | 22,549 | +13+0.06% | Add |
| GREENLEAF TRUST |
| 0.01% | 0.01% | #9 | $791,441 | 18,665 | $788,390 | 19,920 | -1,255-6.30% | Reduce |
| ZENITH SOLUTIONS, INC. |
| 0.63% | — | #2 | $691,451 | 16,307 | $0 | 0 | +16,307 | New Buy |
| South Shore Capital Advisors |
| 0.42% | 0.43% | #3 | $630,736 | 14,875 | $583,970 | 14,755 | +120+0.81% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #13 | $629,732 | 14,851 | $574,058 | 14,505 | +346+2.39% | Add |
| Centric Wealth Management |
| 0.09% | 0.11% | #7 | $573,589 | 13,692 | $573,589 | 13,692 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #20 | $529,820 | 12,495 | $921,350 | 23,279 | -10,784-46.33% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #33 | $465,998 | 10,990 | $434,951 | 10,990 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #31 | $442,130 | 10,427 | $208,456 | 5,267 | +5,160+97.97% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #30 | $440,476 | 10,388 | $411,134 | 10,388 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #27 | $439,976 | 10,376 | $464,770 | 11,743 | -1,367-11.64% | Reduce |
| Sankala Group LLC |
| 0.23% | — | #4 | $346,621 | 7,631 | $0 | 0 | +7,631 | New Buy |
| Sunrise Financial Services, LLC |
| 0.2% | 0.2% | #5 | $331,036 | 7,807 | $287,810 | 7,272 | +535+7.36% | Add |
| CIBC Bancorp USA Inc. |
| <0.01% | <0.01% | #23 | $257,340 | 6,069 | $240,198 | 6,069 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #24 | $239,915 | 5,658 | $217,709 | 5,501 | +157+2.85% | Add |
| Arax Advisory Partners |
| <0.01% | 0.01% | #19 | $131,957 | 3,112 | $213,444 | 5,393 | -2,281-42.30% | Reduce |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #34 | $56,226 | 1,326 | $52,480 | 1,326 | 00.00% | Unchanged |
| BLAIR WILLIAM & CO/IL |
| <0.01% | <0.01% | #26 | $55,613 | 1,312 | $51,886 | 1,311 | +1+0.08% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #22 | $49,074 | 1,157 | $26,291 | 662 | +495+74.77% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #37 | $48,081 | 1,133 | $46,123 | 1,134 | -1-0.09% | Reduce |
| NBT BANK, N.A. |
| <0.01% | <0.01% | #14 | $25,865 | 610 | $24,142 | 610 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #35 | $22,584 | 532 | $18,044 | 455 | +77+16.92% | Add |
| Murphy & Mullick Capital Management Corp |
| 0.01% | 0.01% | #8 | $21,668 | 511 | $20,224 | 511 | 00.00% | Unchanged |
| Asset Dedication, LLC |
| <0.01% | <0.01% | #17 | $16,394 | 387 | $15,262 | 386 | +1+0.26% | Add |
| GHP Investment Advisors, Inc. |
| <0.01% | <0.01% | #21 | $14,417 | 340 | $13,457 | 340 | 00.00% | Unchanged |
| Abound Wealth Management |
| <0.01% | <0.01% | #11 | $13,739 | 324 | $12,824 | 324 | 00.00% | Unchanged |
| Creative Capital Management Investments LLC |
| <0.01% | — | #10 | $12,721 | 300 | $0 | 0 | +300 | New Buy |
| Rossby Financial, LCC |
| <0.01% | <0.01% | #12 | $12,424 | 293 | $11,636 | 293 | 00.00% | Unchanged |
| Cassaday & Co Wealth Management LLC |
| <0.01% | — | #25 | $11,364 | 268 | $0 | 0 | +268 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #29 | $9,329 | 220 | $8,708 | 220 | 00.00% | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #36 | $6,742 | 159 | $0 | 0 | +159 | New Buy |
| Archer Investment Corp |
| <0.01% | <0.01% | #16 | $5,300 | 125 | $4,947 | 125 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #38 | $4,917 | 116 | $12,259 | 316 | -200-63.29% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #28 | $4,240 | 100 | $3,958 | 100 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #39 | $3,699 | 87 | $3,518 | 89 | -2-2.25% | Reduce |
| WHITTIER TRUST CO |
| <0.01% | <0.01% | #32 | $3,317 | 77 | $6,190 | 155 | -78-50.32% | Reduce |
| EVOLUTION WEALTH MANAGEMENT INC. |
| <0.01% | <0.01% | #15 | $2,544 | 60 | $2,375 | 60 | 00.00% | Unchanged |
