| ALLIANCEBERNSTEIN L.P. |
| 0.04% | 0.04% | #6 | $130.4M | 1.8M | $126.6M | 1.6M | +148,845+9.21% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #9 | $23.9M | 300,567 | $23.0M | 310,886 | -10,319-3.32% | Reduce |
| Wagner Wealth Management, LLC |
| 2.48% | 2.41% | #2 | $13.4M | 168,419 | $11.9M | 161,690 | +6,729+4.16% | Add |
| Intrepid Financial Planning Group LLC |
| 3.06% | 3.54% | #1 | $9.0M | 113,193 | $8.8M | 118,672 | -5,479-4.62% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #12 | $3.7M | 46,886 | $3.2M | 43,646 | +3,240+7.42% | Add |
| GFG Capital, LLC |
| 0.84% | 0.9% | #4 | $3.0M | 38,198 | $2.8M | 38,019 | +179+0.47% | Add |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.04% | 0.03% | #7 | $2.0M | 25,001 | $1.6M | 21,754 | +3,247+14.93% | Add |
| Rubicon Advisors, GP |
| 1.15% | 1.67% | #3 | $1.6M | 19,775 | $1.9M | 25,992 | -6,217-23.92% | Reduce |
| Western Wealth Management, LLC |
| 0.01% | 0.01% | #8 | $240,423 | 3,020 | $223,118 | 3,020 | 00.00% | Unchanged |
| Cresset Asset Management, LLC |
| <0.01% | — | #13 | $226,490 | 2,845 | $0 | 0 | +2,845 | New Buy |
| Laraway Financial Advisors Inc |
| 0.13% | — | #5 | $205,994 | 2,588 | $0 | 0 | +2,588 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #19 | $159,279 | 2,014 | $0 | 0 | +2,014 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #10 | $143,298 | 1,800 | $132,984 | 1,800 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #14 | $135,294 | 1,699 | $139,274 | 1,885 | -186-9.87% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #17 | $93,220 | 1,171 | $95,229 | 1,289 | -118-9.15% | Reduce |
| Global Retirement Partners, LLC |
| <0.01% | — | #15 | $30,013 | 377 | $0 | 0 | +377 | New Buy |
| PRIVATE TRUST CO NA |
| <0.01% | <0.01% | #11 | $14,728 | 185 | $14,037 | 190 | -5-2.63% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #16 | $3,133 | 39 | $2,901 | 39 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | — | #20 | $2,866 | 36 | $0 | 0 | +36 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #18 | $2,707 | 34 | $0 | 0 | +34 | New Buy |