| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
| 0.49% | 0.53% | #4 | $101.3M | 3.9M | $100.6M | 3.9M | +24,995+0.64% | Add |
| Retirement Planning Group, LLC |
| 0.5% | 0.29% | #3 | $19.6M | 758,554 | $9.5M | 366,584 | +391,970+106.93% | Add |
| Brookwood Investment Group LLC |
| 0.46% | 0.51% | #5 | $4.1M | 159,117 | $4.2M | 161,186 | -2,069-1.28% | Reduce |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
| 2.04% | — | #1 | $3.5M | 134,910 | $0 | 0 | +134,910 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #12 | $2.8M | 108,895 | $2.8M | 108,594 | +301+0.28% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #10 | $2.7M | 106,514 | $1.7M | 64,712 | +41,802+64.60% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #13 | $2.5M | 95,058 | $1.9M | 75,159 | +19,899+26.48% | Add |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
| 0.84% | 0.97% | #2 | $1.4M | 53,603 | $1.5M | 58,827 | -5,224-8.88% | Reduce |
| Alteri Wealth LLC |
| 0.26% | 0.27% | #6 | $926,315 | 35,883 | $843,876 | 32,721 | +3,162+9.66% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #16 | $886,100 | 34,325 | $254,032 | 9,850 | +24,475+248.48% | Add |
| Atlas Wealth LLC |
| 0.08% | 0.18% | #7 | $582,232 | 22,554 | $584,427 | 22,661 | -107-0.47% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #18 | $497,997 | 19,291 | $0 | 0 | +19,291 | New Buy |
| Mission Creek Capital Partners, Inc. |
| 0.05% | 0.07% | #8 | $286,099 | 11,083 | $326,122 | 12,645 | -1,562-12.35% | Reduce |
| Avantax Planning Partners, Inc. |
| 0.01% | — | #11 | $254,613 | 9,863 | $0 | 0 | +9,863 | New Buy |
| VICTORY FINANCIAL GROUP, LLC |
| 0.03% | — | #9 | $244,712 | 9,479 | $0 | 0 | +9,479 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #17 | $194,122 | 7,491 | $128,763 | 4,985 | +2,506+50.27% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #19 | $31,623 | 1,225 | $5,700 | 221 | +1,004+454.30% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #15 | $25,815 | 1,000 | $0 | 0 | +1,000 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #14 | $517 | 20 | $516 | 20 | 00.00% | Unchanged |