| Sequent Planning LLC |
| 1.76% | 4.1% | #1 | $8.2M | 208,561 | $16.9M | 454,609 | -246,048-54.12% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.13% | 0.03% | #9 | $7.9M | 201,201 | $1.6M | 43,861 | +157,340+358.72% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #29 | $7.6M | 191,294 | $0 | 0 | +191,294 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #26 | $4.6M | 116,792 | $674,774 | 18,106 | +98,686+545.05% | Add |
| Aptus Capital Advisors, LLC |
| 0.02% | 0.03% | #16 | $3.4M | 85,082 | $3.2M | 85,664 | -582-0.68% | Reduce |
| Financial Guidance Group, Inc. |
| 1.26% | 1.28% | #2 | $3.4M | 85,082 | $3.2M | 85,664 | -582-0.68% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #22 | $2.7M | 67,963 | $2.7M | 71,719 | -3,756-5.24% | Reduce |
| SECURED RETIREMENT ADVISORS, LLC |
| 0.67% | 0.68% | #4 | $1.3M | 33,093 | $1.2M | 32,432 | +661+2.04% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #31 | $1.1M | 27,670 | $915,736 | 24,571 | +3,099+12.61% | Add |
| Diligent Investors, LLC |
| 0.24% | 0.26% | #6 | $1.1M | 27,018 | $1.0M | 28,043 | -1,025-3.66% | Reduce |
| Signal Advisors Wealth, LLC |
| 0.05% | — | #13 | $966,572 | 24,469 | $0 | 0 | +24,469 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #20 | $846,091 | 21,419 | $936,284 | 25,123 | -3,704-14.74% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #34 | $814,371 | 20,616 | $803,381 | 21,557 | -941-4.37% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #33 | $573,410 | 14,516 | $0 | 0 | +14,516 | New Buy |
| CreativeOne Wealth, LLC |
| 0.01% | — | #19 | $567,840 | 14,375 | $0 | 0 | +14,375 | New Buy |
| Ignite Planners, LLC |
| 0.08% | 0.08% | #10 | $564,443 | 14,289 | $538,299 | 14,444 | -155-1.07% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.01% | 0.01% | #21 | $543,388 | 13,756 | $512,659 | 13,756 | 00.00% | Unchanged |
| Atria Investments, Inc |
| <0.01% | — | #25 | $494,169 | 12,510 | $0 | 0 | +12,510 | New Buy |
| Bouchey Financial Group, Ltd. |
| 0.03% | 2.14% | #15 | $489,943 | 12,403 | $29.2M | 766,568 | -754,165-98.38% | Reduce |
| Van Diest Capital, LLC |
| 0.44% | 0.36% | #5 | $488,678 | 12,371 | $461,042 | 12,371 | 00.00% | Unchanged |
| PFS Partners, LLC |
| 0.19% | 0.2% | #7 | $465,965 | 11,796 | $439,614 | 11,796 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #40 | $395,453 | 10,011 | $361,984 | 9,713 | +298+3.07% | Add |
| Beacon Financial Advisory LLC |
| 0.08% | 0.08% | #11 | $384,353 | 9,730 | $362,618 | 9,730 | 00.00% | Unchanged |
| CROSSPOINT FINANCIAL, LLC |
| 0.87% | 0.9% | #3 | $379,394 | 9,604 | $357,938 | 9,604 | 00.00% | Unchanged |
| LVZ, Inc. |
| 0.04% | 0.04% | #14 | $355,517 | 9,000 | $335,412 | 9,000 | 00.00% | Unchanged |
| Summit Financial, LLC |
| <0.01% | — | #27 | $325,891 | 8,250 | $0 | 0 | +8,250 | New Buy |
| HBK Sorce Advisory LLC |
| 0.01% | 0.01% | #24 | $302,973 | 7,580 | $342,634 | 8,772 | -1,192-13.59% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #30 | $284,295 | 7,197 | $287,373 | 7,711 | -514-6.67% | Reduce |
| Arlington Capital Management, Inc. |
| 0.17% | 0.15% | #8 | $273,946 | 6,935 | $259,236 | 6,956 | -21-0.30% | Reduce |
| Sovran Advisors, LLC |
| 0.02% | 0.02% | #18 | $268,429 | 6,764 | $262,646 | 6,764 | 00.00% | Unchanged |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | — | #32 | $266,164 | 6,738 | $0 | 0 | +6,738 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #41 | $260,146 | 6,594 | $59,348 | 1,617 | +4,977+307.79% | Add |
| Gallagher Fiduciary Advisors, LLC |
| 0.01% | — | #23 | $255,538 | 6,469 | $0 | 0 | +6,469 | New Buy |
| Mariner, LLC |
| <0.01% | — | #37 | $216,352 | 5,477 | $0 | 0 | +5,477 | New Buy |
| IMG Wealth Management, Inc. |
| 0.06% | 0.07% | #12 | $112,225 | 2,841 | $105,878 | 2,841 | 00.00% | Unchanged |
| DHJJ Financial Advisors, Ltd. |
| 0.02% | 0.03% | #17 | $79,715 | 2,018 | $81,543 | 2,188 | -170-7.77% | Reduce |
| Capital Investment Advisory Services, LLC |
| <0.01% | — | #28 | $57,238 | 1,449 | $0 | 0 | +1,449 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #42 | $45,230 | 1,145 | $34,995 | 939 | +206+21.94% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #38 | $35,552 | 900 | $44,722 | 1,200 | -300-25.00% | Reduce |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #35 | $23,701 | 600 | $22,361 | 600 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | — | #39 | $13,036 | 330 | $0 | 0 | +330 | New Buy |
| BARCLAYS PLC |
| <0.01% | <0.01% | #43 | $5,491 | 139 | $1,155 | 31 | +108+348.39% | Add |
| Pinnacle Wealth Planning Services, Inc. |
| <0.01% | <0.01% | #36 | $2,449 | 62 | $2,311 | 62 | 00.00% | Unchanged |
