| Tulsa Wealth Advisors, INC |
| 4.58% | — | #2 | $32.5M | 926,029 | $0 | 0 | +926,029 | New Buy |
| Spectrum Wealth Advisory Group, LLC |
| 8.4% | — | #1 | $29.5M | 839,198 | $0 | 0 | +839,198 | New Buy |
| BlueStem Wealth Partners, LLC |
| 0.65% | 0.68% | #5 | $6.6M | 186,718 | $6.2M | 199,548 | -12,830-6.43% | Reduce |
| GTS FINANCIAL, LLC |
| 3.7% | 3.54% | #3 | $5.1M | 167,719 | $4.5M | 165,487 | +2,232+1.35% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #20 | $4.0M | 115,170 | $678,996 | 22,009 | +93,161+423.29% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #12 | $3.4M | 96,029 | $4.3M | 139,244 | -43,215-31.04% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #21 | $2.5M | 71,789 | $11.1M | 358,190 | -286,401-79.96% | Reduce |
| Cox Capital Mgt LLC |
| 1.56% | 1.66% | #4 | $2.5M | 80,987 | $2.5M | 80,987 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #19 | $1.2M | 34,372 | $1.0M | 33,546 | +826+2.46% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #13 | $1.1M | 31,325 | $1.0M | 32,434 | -1,109-3.42% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #18 | $1.0M | 28,971 | $775,085 | 24,911 | +4,060+16.30% | Add |
| &PARTNERS |
| <0.01% | <0.01% | #15 | $1.0M | 28,660 | $891,523 | 28,848 | -188-0.65% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #24 | $880,855 | 25,071 | $698,956 | 22,656 | +2,415+10.66% | Add |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #14 | $875,226 | 24,911 | $722,242 | 23,411 | +1,500+6.41% | Add |
| 1620 INVESTMENT ADVISORS, INC. |
| 0.47% | 0.03% | #6 | $762,979 | 21,716 | $40,106 | 1,300 | +20,416+1,570.46% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #25 | $671,383 | 19,109 | $0 | 0 | +19,109 | New Buy |
| Proactive Wealth Strategies LLC |
| 0.1% | — | #7 | $622,578 | 17,720 | $0 | 0 | +17,720 | New Buy |
| Prospera Financial Services Inc |
| 0.01% | — | #11 | $561,928 | 15,994 | $0 | 0 | +15,994 | New Buy |
| Focus Partners Advisor Solutions, LLC |
| <0.01% | <0.01% | #16 | $440,339 | 12,533 | $434,071 | 14,070 | -1,537-10.92% | Reduce |
| Brady Martz Wealth Solutions, LLC |
| 0.07% | 0.07% | #8 | $440,339 | 12,533 | $434,071 | 14,070 | -1,537-10.92% | Reduce |
| Cetera Investment Advisers |
| <0.01% | — | #22 | $429,905 | 12,236 | $0 | 0 | +12,236 | New Buy |
| VICTORY FINANCIAL GROUP, LLC |
| 0.04% | 0.08% | #9 | $416,097 | 11,843 | $625,037 | 20,260 | -8,417-41.54% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #26 | $411,775 | 11,720 | $0 | 0 | +11,720 | New Buy |
| BOKF, NA |
| <0.01% | — | #17 | $160,810 | 4,577 | $0 | 0 | +4,577 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #23 | $70,268 | 2,000 | $0 | 0 | +2,000 | New Buy |
| Wilkerson Advisory Group LLC |
| 0.01% | 0.01% | #10 | $46,930 | 1,335 | $41,208 | 1,336 | -1-0.07% | Reduce |
| UBS Group AG |
| <0.01% | — | #27 | $38,964 | 1,109 | $0 | 0 | +1,109 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #28 | $35 | 1 | $0 | 0 | +1 | New Buy |
