| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #3 | $422,089 | 11,501 | $388,274 | 11,501 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | — | #7 | $390,674 | 10,645 | $0 | 0 | +10,645 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #4 | $292,940 | 7,982 | $0 | 0 | +7,982 | New Buy |
| Cyr Financial Inc. |
| 0.14% | 0.14% | #1 | $269,012 | 7,330 | $245,098 | 7,260 | +70+0.96% | Add |
| Creative Planning |
| <0.01% | <0.01% | #6 | $244,497 | 6,662 | $233,383 | 6,913 | -251-3.63% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #5 | $211,318 | 5,758 | $194,390 | 5,758 | 00.00% | Unchanged |
| 10Elms LLP |
| 0.01% | — | #2 | $24,442 | 666 | $0 | 0 | +666 | New Buy |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
| <0.01% | <0.01% | #8 | $1,946 | 53 | $1,790 | 53 | 00.00% | Unchanged |
| VANGUARD ADVISERS INC |
| <0.01% | <0.01% | #9 | $440 | 12 | $405 | 12 | 00.00% | Unchanged |
