| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #4 | $9.9M | 191,881 | $8.2M | 211,361 | -19,480-9.22% | Reduce |
| Waverly Advisors, LLC |
| 0.04% | 0.06% | #2 | $7.6M | 145,146 | $7.5M | 189,271 | -44,125-23.31% | Reduce |
| Sanctuary Advisors, LLC |
| 0.02% | 0.02% | #3 | $4.6M | 88,595 | $3.0M | 74,960 | +13,635+18.19% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #8 | $736,000 | 14,048 | $0 | 0 | +14,048 | New Buy |
| Alchemi Wealth, LLC |
| 0.27% | 0.25% | #1 | $581,638 | 11,107 | $442,359 | 11,107 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #5 | $556,845 | 10,634 | $214,841 | 5,395 | +5,239+97.11% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #6 | $235,830 | 4,504 | $223,140 | 5,603 | -1,099-19.61% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #7 | $100,422 | 1,918 | $82,505 | 2,072 | -154-7.43% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #9 | $4,660 | 89 | $9,040 | 227 | -138-60.79% | Reduce |