| MORGAN STANLEY |
| <0.01% | <0.01% | #31 | $44.6M | 1.7M | $40.4M | 1.7M | +5,773+0.35% | Add |
| Concurrent Investment Advisors, LLC |
| 0.28% | — | #5 | $32.7M | 1.2M | $0 | 0 | +1.2M | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #25 | $28.3M | 1.0M | $25.0M | 989,106 | +60,472+6.11% | Add |
| NewEdge Advisors, LLC |
| 0.06% | 0.07% | #13 | $21.4M | 793,139 | $19.8M | 782,569 | +10,570+1.35% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #28 | $14.0M | 518,804 | $13.2M | 520,699 | -1,895-0.36% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #45 | $8.8M | 328,521 | $8.0M | 314,659 | +13,862+4.41% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #42 | $8.8M | 328,004 | $5.8M | 228,007 | +99,997+43.86% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.02% | #19 | $7.5M | 277,712 | $6.8M | 269,305 | +8,407+3.12% | Add |
| Prospera Financial Services Inc |
| 0.11% | 0.12% | #10 | $7.3M | 271,646 | $7.5M | 298,706 | -27,060-9.06% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #37 | $6.3M | 234,517 | $5.6M | 223,106 | +11,411+5.11% | Add |
| BENJAMIN EDWARDS INC |
| 0.05% | 0.06% | #14 | $5.8M | 214,162 | $5.7M | 226,457 | -12,295-5.43% | Reduce |
| Trueblood Wealth Management, LLC |
| 0.93% | 0.95% | #1 | $2.7M | 98,678 | $2.4M | 95,782 | +2,896+3.02% | Add |
| Genesee Capital Advisors, LLC |
| 0.8% | 1.01% | #2 | $2.5M | 94,459 | $2.4M | 95,191 | -732-0.77% | Reduce |
| PFG Investments, LLC |
| 0.09% | 0.09% | #11 | $2.3M | 85,573 | $2.0M | 79,971 | +5,602+7.01% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #32 | $2.2M | 83,056 | $2.1M | 81,938 | +1,118+1.36% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #34 | $2.0M | 75,549 | $1.8M | 71,721 | +3,828+5.34% | Add |
| Kingsview Wealth Management, LLC |
| 0.03% | 0.1% | #17 | $1.8M | 69,484 | $7.6M | 299,475 | -229,991-76.80% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #30 | $1.3M | 49,405 | $1.1M | 44,870 | +4,535+10.11% | Add |
| Kiker Wealth Management, LLC |
| 0.49% | 0.58% | #3 | $1.3M | 46,829 | $1.2M | 47,658 | -829-1.74% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #22 | $1.2M | 45,983 | $1.1M | 44,335 | +1,648+3.72% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #35 | $1.2M | 43,855 | $1.1M | 43,585 | +270+0.62% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #51 | $1.1M | 40,657 | $1.6M | 64,981 | -24,324-37.43% | Reduce |
| SMITH, MOORE & CO. |
| 0.07% | 0.07% | #12 | $1.1M | 39,771 | $967,513 | 38,287 | +1,484+3.88% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #40 | $1.0M | 37,808 | $903,825 | 35,760 | +2,048+5.73% | Add |
| Pine Valley Investments Ltd Liability Co |
| 0.04% | 0.04% | #16 | $908,572 | 33,735 | $855,214 | 33,843 | -108-0.32% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #53 | $704,285 | 26,150 | $344,001 | 13,613 | +12,537+92.10% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #44 | $697,285 | 25,890 | $613,602 | 24,282 | +1,608+6.62% | Add |
| EWA, LLC |
| 0.11% | — | #9 | $624,322 | 23,181 | $0 | 0 | +23,181 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #33 | $576,474 | 21,404 | $587,161 | 23,235 | -1,831-7.88% | Reduce |
| Cushing Capital Partners, LLC |
| 0.39% | 0.4% | #4 | $564,451 | 20,958 | $522,154 | 20,663 | +295+1.43% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #21 | $512,276 | 19,021 | $630,516 | 24,951 | -5,930-23.77% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #24 | $491,400 | 18,246 | $476,542 | 18,858 | -612-3.25% | Reduce |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
| 0.14% | 0.18% | #7 | $442,339 | 16,424 | $415,034 | 16,424 | 00.00% | Unchanged |
| Kovack Advisors, Inc. |
| 0.01% | 0.01% | #20 | $280,415 | 10,418 | $253,748 | 10,321 | +97+0.94% | Add |
| Waverly Advisors, LLC |
| <0.01% | <0.01% | #36 | $269,406 | 10,003 | $252,776 | 10,003 | 00.00% | Unchanged |
| Waterfront Wealth Inc. |
| 0.04% | 0.05% | #15 | $255,080 | 9,807 | $247,823 | 9,807 | 00.00% | Unchanged |
| &PARTNERS |
| <0.01% | — | #43 | $237,033 | 8,801 | $0 | 0 | +8,801 | New Buy |
| Morey & Quinn Wealth Partners, LLC |
| 0.14% | 0.15% | #6 | $219,782 | 8,160 | $209,843 | 8,304 | -144-1.73% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | — | #39 | $216,990 | 8,057 | $0 | 0 | +8,057 | New Buy |
| Silver Grove Financial Group, Inc. |
| 0.12% | 0.16% | #8 | $215,756 | 8,011 | $202,439 | 8,011 | 00.00% | Unchanged |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #41 | $215,460 | 8,000 | $202,160 | 8,000 | 00.00% | Unchanged |
| Topsail Wealth Management, LLC |
| 0.02% | 0.03% | #18 | $191,221 | 7,100 | $181,944 | 7,200 | -100-1.39% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #38 | $171,978 | 6,386 | $184,549 | 7,201 | -815-11.32% | Reduce |
| GAMMA Investing LLC |
| <0.01% | 0.01% | #27 | $119,769 | 4,447 | $112,376 | 4,447 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #48 | $91,571 | 3,400 | $72,778 | 2,880 | +520+18.06% | Add |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #46 | $52,788 | 1,960 | $49,529 | 1,960 | 00.00% | Unchanged |
| Qube Research & Technologies Ltd |
| <0.01% | — | #54 | $44,466 | 1,651 | $0 | 0 | +1,651 | New Buy |
| Founders Financial Alliance, LLC |
| 0.01% | 0.01% | #23 | $43,793 | 1,626 | $41,089 | 1,626 | 00.00% | Unchanged |
| CITY HOLDING CO |
| <0.01% | <0.01% | #26 | $40,395 | 1,500 | $37,905 | 1,500 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #58 | $24,955 | 927 | $17,686 | 700 | +227+32.43% | Add |
