| Steward Partners Investment Advisory, LLC |
| 0.09% | 0.08% | #8 | $17.4M | 484,579 | $14.8M | 468,971 | +15,608+3.33% | Add |
| Financial Concepts Unlimited, Inc. |
| 8.65% | 8.78% | #1 | $11.0M | 307,724 | $9.8M | 310,863 | -3,139-1.01% | Reduce |
| EASTERN BANK |
| 0.17% | 0.05% | #5 | $10.9M | 305,324 | $2.9M | 93,368 | +211,956+227.01% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #15 | $9.4M | 263,376 | $4.1M | 129,817 | +133,559+102.88% | Add |
| DAVENPORT & Co LLC |
| 0.02% | — | #11 | $4.7M | 131,871 | $0 | 0 | +131,871 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #14 | $1.8M | 51,129 | $1.6M | 50,342 | +787+1.56% | Add |
| Allegheny Financial Group |
| 0.18% | 0.19% | #4 | $1.7M | 47,985 | $1.4M | 45,380 | +2,605+5.74% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.05% | 0.05% | #9 | $1.2M | 33,765 | $1.1M | 33,375 | +390+1.17% | Add |
| Prosperity Financial Group, Inc. |
| 0.36% | 0.37% | #3 | $1.2M | 32,089 | $996,174 | 31,622 | +467+1.48% | Add |
| Comprehensive Financial Planning, Inc./PA |
| 0.59% | 0.37% | #2 | $1.1M | 31,023 | $537,585 | 17,064 | +13,959+81.80% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #16 | $625,793 | 17,439 | $5.0M | 157,216 | -139,777-88.91% | Reduce |
| Proactive Wealth Strategies LLC |
| 0.09% | — | #7 | $590,224 | 16,460 | $0 | 0 | +16,460 | New Buy |
| LRI Investments, LLC |
| 0.03% | 0.04% | #10 | $488,780 | 13,631 | $429,415 | 13,631 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #18 | $426,101 | 11,883 | $0 | 0 | +11,883 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #17 | $408,495 | 11,392 | $0 | 0 | +11,392 | New Buy |
| Capital Analysts, LLC |
| 0.01% | 0.01% | #13 | $350,907 | 9,786 | $271,000 | 8,708 | +1,078+12.38% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.01% | 0.01% | #12 | $272,629 | 7,603 | $239,516 | 7,603 | 00.00% | Unchanged |
| Stonebridge Financial Group, LLC / MO |
| 0.17% | 0.19% | #6 | $251,264 | 7,007 | $220,746 | 7,007 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #19 | $50,990 | 1,422 | $0 | 0 | +1,422 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #20 | $11,077 | 310 | $12,946 | 419 | -109-26.01% | Reduce |
