| ALLIANZ SE |
| 0.23% | 0.24% | #8 | $21.6M | 1.2M | $21.7M | 1.2M | 00.00% | Unchanged |
| OneAscent Financial Services LLC |
| 0.45% | 0.47% | #4 | $9.3M | 540,765 | $8.7M | 502,515 | +38,250+7.61% | Add |
| NATURAL INVESTMENTS, LLC |
| 1.12% | 1.1% | #1 | $5.1M | 295,066 | $4.4M | 256,409 | +38,657+15.08% | Add |
| Orgel Wealth Management, LLC |
| 0.1% | 0.11% | #9 | $5.1M | 294,906 | $5.0M | 286,424 | +8,482+2.96% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #21 | $3.2M | 184,699 | $2.4M | 136,929 | +47,770+34.89% | Add |
| OneAscent Wealth Management LLC |
| 0.76% | 0.6% | #2 | $2.5M | 147,202 | $1.8M | 104,975 | +42,227+40.23% | Add |
| Tolleson Wealth Management, Inc. |
| 0.26% | — | #7 | $2.0M | 113,332 | $0 | 0 | +113,332 | New Buy |
| Skyline Advisors, Inc. |
| 0.46% | 0.37% | #3 | $1.5M | 86,279 | $1.1M | 61,926 | +24,353+39.33% | Add |
| Riverwater Partners LLC |
| 0.34% | 0.38% | #6 | $1.1M | 65,945 | $1.1M | 65,076 | +869+1.34% | Add |
| TRUE BLUE FINANCIAL, LLC |
| 0.36% | 0.62% | #5 | $844,988 | 48,914 | $791,278 | 45,633 | +3,281+7.19% | Add |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #17 | $670,625 | 38,819 | $382,049 | 22,033 | +16,786+76.19% | Add |
| PFG Investments, LLC |
| 0.02% | 0.02% | #12 | $621,994 | 36,005 | $478,389 | 27,589 | +8,416+30.50% | Add |
| RFG Advisory, LLC |
| 0.01% | 0.01% | #15 | $550,209 | 31,850 | $462,510 | 26,673 | +5,177+19.41% | Add |
| Mason & Associates Inc |
| 0.09% | 0.05% | #11 | $530,619 | 30,716 | $233,516 | 13,382 | +17,334+129.53% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #22 | $379,278 | 22,090 | $0 | 0 | +22,090 | New Buy |
| Merit Financial Group, LLC |
| <0.01% | <0.01% | #18 | $373,924 | 21,645 | $332,408 | 19,170 | +2,475+12.91% | Add |
| Atria Investments, Inc |
| <0.01% | <0.01% | #16 | $339,040 | 19,626 | $328,818 | 18,963 | +663+3.50% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #26 | $250,608 | 14,507 | $0 | 0 | +14,507 | New Buy |
| OneAscent Family Office, LLC |
| 0.09% | — | #10 | $181,037 | 10,480 | $0 | 0 | +10,480 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | — | #27 | $106,000 | 6,154 | $0 | 0 | +6,154 | New Buy |
| First Pacific Financial |
| 0.01% | — | #14 | $98,934 | 5,727 | $0 | 0 | +5,727 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #24 | $68,622 | 3,972 | $68,166 | 3,931 | +41+1.04% | Add |
| EverSource Wealth Advisors, LLC |
| <0.01% | — | #19 | $47,541 | 2,752 | $0 | 0 | +2,752 | New Buy |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #20 | $29,330 | 1,676 | $29,246 | 1,676 | 00.00% | Unchanged |
| Midway Capital Research & Management |
| 0.02% | 0.02% | #13 | $24,928 | 1,443 | $20,028 | 1,155 | +288+24.94% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | — | #25 | $11,244 | 651 | $0 | 0 | +651 | New Buy |
| NEW ENGLAND ASSET MANAGEMENT INC |
| <0.01% | — | #23 | $5,183 | 300 | $0 | 0 | +300 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #28 | $4,579 | 265 | $4,595 | 265 | 00.00% | Unchanged |
