| CARY STREET PARTNERS FINANCIAL LLC |
| 1.66% | 1.85% | #3 | $76.5M | 2.4M | $74.7M | 2.5M | -38,708-1.58% | Reduce |
| UBS Group AG |
| 0.01% | 0.01% | #16 | $67.0M | 2.1M | $58.7M | 1.9M | +189,680+9.83% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.02% | #13 | $23.2M | 732,901 | $22.4M | 735,336 | -2,435-0.33% | Reduce |
| Evernest Financial Advisors, LLC |
| 3.67% | 3.45% | #2 | $17.5M | 554,812 | $16.6M | 541,504 | +13,308+2.46% | Add |
| NBZ Investment Advisors LLC |
| 3.9% | 4.24% | #1 | $10.0M | 316,502 | $9.7M | 319,396 | -2,894-0.91% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #18 | $4.5M | 141,844 | $4.3M | 142,778 | -934-0.65% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #15 | $3.2M | 100,482 | $2.8M | 91,288 | +9,194+10.07% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #22 | $2.6M | 82,912 | $2.7M | 89,052 | -6,140-6.89% | Reduce |
| Insight Wealth Partners, LLC |
| 0.27% | 0.26% | #7 | $2.0M | 63,671 | $1.9M | 61,583 | +2,088+3.39% | Add |
| MISSION WEALTH MANAGEMENT, LP |
| 0.02% | 0.05% | #12 | $2.0M | 62,953 | $2.3M | 74,921 | -11,968-15.97% | Reduce |
| FMA Wealth Management, LLC |
| 1.04% | 1.05% | #4 | $1.6M | 51,196 | $1.6M | 51,832 | -636-1.23% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #23 | $1.5M | 46,022 | $1.4M | 47,139 | -1,117-2.37% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | 0.01% | #20 | $1.3M | 41,755 | $3.2M | 104,376 | -62,621-60.00% | Reduce |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
| 0.11% | 0.08% | #8 | $788,186 | 24,920 | $479,503 | 15,774 | +9,146+57.98% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #31 | $641,009 | 20,266 | $572,193 | 18,823 | +1,443+7.67% | Add |
| Williams & Novak, LLC |
| 0.4% | 0.53% | #6 | $607,874 | 19,219 | $706,716 | 23,156 | -3,937-17.00% | Reduce |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
| 0.42% | 0.01% | #5 | $545,458 | 17,172 | $536,597 | 17,513 | -341-1.95% | Reduce |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #27 | $435,407 | 13,766 | $272,096 | 8,951 | +4,815+53.79% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #26 | $420,161 | 13,284 | $407,000 | 13,383 | -99-0.74% | Reduce |
| Sigma Planning Corp |
| 0.01% | 0.01% | #14 | $413,050 | 13,059 | $396,947 | 13,058 | +1+0.01% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #34 | $329,670 | 10,423 | $612,191 | 20,139 | -9,716-48.24% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | — | #21 | $329,544 | 10,419 | $0 | 0 | +10,419 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #29 | $319,359 | 10,097 | $306,932 | 10,097 | 00.00% | Unchanged |
| Wealthcare Advisory Partners LLC |
| 0.01% | 0.01% | #17 | $308,179 | 9,744 | $316,967 | 10,427 | -683-6.55% | Reduce |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #24 | $253,602 | 8,018 | $243,734 | 8,018 | 00.00% | Unchanged |
| Dakota Wealth Management |
| <0.01% | 0.01% | #19 | $249,744 | 7,896 | $280,303 | 9,221 | -1,325-14.37% | Reduce |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
| 0.05% | 0.03% | #11 | $226,101 | 7,149 | $101,135 | 3,327 | +3,822+114.88% | Add |
| SYKON CAPITAL LLC |
| 0.07% | — | #9 | $220,901 | 6,984 | $0 | 0 | +6,984 | New Buy |
| Bluesphere Advisors LLC |
| 0.06% | — | #10 | $207,519 | 6,561 | $0 | 0 | +6,561 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #35 | $128,000 | 4,036 | $123,000 | 4,036 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #37 | $79,782 | 2,522 | $68,911 | 2,267 | +255+11.25% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #38 | $54,112 | 1,707 | $42,281 | 1,416 | +291+20.55% | Add |
| Buck Wealth Strategies, LLC |
| <0.01% | — | #25 | $12,652 | 400 | $0 | 0 | +400 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #30 | $9,517 | 301 | $0 | 0 | +301 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #33 | $4,744 | 150 | $4,560 | 150 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #39 | $1,981 | 62 | $20,020 | 667 | -605-90.70% | Reduce |
| Blue Trust, Inc. |
| <0.01% | — | #36 | $1,676 | 53 | $0 | 0 | +53 | New Buy |
| FNY Investment Advisers, LLC |
| <0.01% | <0.01% | #28 | $1,581 | 50 | $1,000 | 50 | 00.00% | Unchanged |
| Comprehensive Financial Planning, Inc./PA |
| <0.01% | <0.01% | #32 | $221 | 7 | $212 | 7 | 00.00% | Unchanged |
