| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #11 | $10.9M | 156,553 | $8.7M | 156,985 | -432-0.28% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.02% | 0.02% | #9 | $2.7M | 39,409 | $2.1M | 38,795 | +614+1.58% | Add |
| Brady Martz Wealth Solutions, LLC |
| 0.41% | 0.37% | #1 | $2.7M | 39,409 | $2.1M | 38,795 | +614+1.58% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.01% | — | #10 | $1.3M | 19,320 | $0 | 0 | +19,320 | New Buy |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.02% | — | #8 | $1.3M | 19,320 | $0 | 0 | +19,320 | New Buy |
| AssuredPartners Investment Advisors, LLC |
| 0.13% | 0.22% | #6 | $1.3M | 18,942 | $2.0M | 36,059 | -17,117-47.47% | Reduce |
| Financial Insights, Inc. |
| 0.22% | 0.19% | #2 | $824,886 | 11,843 | $572,575 | 10,344 | +1,499+14.49% | Add |
| TWIN PEAKS WEALTH ADVISORS, LLC |
| 0.19% | 0.18% | #3 | $821,270 | 11,791 | $717,769 | 12,967 | -1,176-9.07% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #16 | $425,990 | 6,116 | $0 | 0 | +6,116 | New Buy |
| Kestra Advisory Services, LLC |
| <0.01% | — | #12 | $381,818 | 5,482 | $0 | 0 | +5,482 | New Buy |
| Coign Capital Advisors LLC |
| 0.17% | 1.13% | #4 | $372,428 | 5,347 | $2.2M | 38,932 | -33,585-86.27% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #15 | $350,627 | 5,034 | $275,438 | 4,976 | +58+1.17% | Add |
| Next Level Private LLC |
| 0.05% | 0.05% | #7 | $268,926 | 3,861 | $213,719 | 3,861 | 00.00% | Unchanged |
| RAINIER FAMILY WEALTH INC |
| 0.15% | 0.14% | #5 | $257,573 | 3,698 | $204,697 | 3,698 | 00.00% | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #13 | $227,160 | 3,261 | $0 | 0 | +3,261 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #17 | $226,926 | 3,258 | $0 | 0 | +3,258 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $157,338 | 2,259 | $102,010 | 1,843 | +416+22.57% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #18 | $28,070 | 403 | $28,230 | 510 | -107-20.98% | Reduce |
