| KELLEHER FINANCIAL ADVISORS |
| 0.76% | 0.78% | #1 | $5.3M | 168,994 | $3.1M | 106,116 | +62,878+59.25% | Add |
| Redwood Wealth Management Group, LLC |
| 0.69% | 0.7% | #2 | $1.6M | 56,239 | $1.6M | 56,239 | 00.00% | Unchanged |
| Dempze Nancy E |
| 0.61% | 0.65% | #3 | $1.3M | 40,634 | $1.2M | 40,634 | 00.00% | Unchanged |
| Jackson Wealth Management, LLC |
| 0.06% | 0.06% | #5 | $544,000 | 18,761 | $544,000 | 18,761 | 00.00% | Unchanged |
| Coston, McIsaac & Partners |
| 0.1% | 0.11% | #4 | $495,600 | 15,738 | $483,000 | 16,661 | -923-5.54% | Reduce |
| Arvest Bank Trust Division |
| 0.02% | 0.02% | #6 | $360,485 | 11,447 | $332,095 | 11,447 | 00.00% | Unchanged |
| Wealthspire Advisors, LLC |
| <0.01% | — | #9 | $336,422 | 10,683 | $0 | 0 | +10,683 | New Buy |
| GREAT LAKES ADVISORS, LLC |
| <0.01% | <0.01% | #8 | $270,834 | 8,601 | $249,505 | 8,601 | 00.00% | Unchanged |
| FULTON BANK, N.A. |
| <0.01% | 0.19% | #7 | $49,850 | 1,583 | $8.8M | 304,909 | -303,326-99.48% | Reduce |
