| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #4 | $66.3M | 2.1M | $56.6M | 2.1M | +43,417+2.07% | Add |
| Cooper Financial Group |
| 2.26% | 2.38% | #1 | $27.3M | 878,898 | $23.5M | 869,916 | +8,982+1.03% | Add |
| LPL Financial LLC |
| <0.01% | — | #5 | $15.4M | 497,770 | $0 | 0 | +497,770 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.01% | #3 | $7.7M | 249,451 | $4.7M | 172,327 | +77,124+44.75% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #6 | $5.4M | 172,633 | $0 | 0 | +172,633 | New Buy |
| Simplicity Wealth,LLC |
| 0.03% | 0.04% | #2 | $897,160 | 28,922 | $661,781 | 24,467 | +4,455+18.21% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #11 | $346,990 | 11,186 | $0 | 0 | +11,186 | New Buy |
| US BANCORP \DE\ |
| <0.01% | — | #9 | $112,167 | 3,616 | $0 | 0 | +3,616 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #10 | $44,141 | 1,423 | $11,956 | 442 | +981+221.95% | Add |
| Horizon Investments, LLC |
| <0.01% | <0.01% | #8 | $26,119 | 842 | $45,552 | 1,684 | -842-50.00% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #12 | $13,044 | 430 | $0 | 0 | +430 | New Buy |
| Golden State Wealth Management, LLC |
| <0.01% | — | #7 | $7,755 | 250 | $0 | 0 | +250 | New Buy |
