| Granite Bay Wealth Management, LLC |
| 3.64% | 8.05% | #1 | $39.5M | 1.9M | $37.8M | 1.8M | +73,272+4.10% | Add |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #5 | $32.4M | 1.5M | $29.6M | 1.4M | +125,897+8.99% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #13 | $6.6M | 313,406 | $4.7M | 223,222 | +90,184+40.40% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #14 | $4.6M | 217,375 | $4.5M | 213,217 | +4,158+1.95% | Add |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
| <0.01% | 0.01% | #11 | $4.1M | 194,983 | $6.1M | 288,267 | -93,284-32.36% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #10 | $3.1M | 147,827 | $2.5M | 118,138 | +29,689+25.13% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #17 | $3.1M | 145,934 | $3.2M | 149,419 | -3,485-2.33% | Reduce |
| Simplicity Wealth,LLC |
| 0.08% | 0.12% | #4 | $2.4M | 112,827 | $2.1M | 98,561 | +14,266+14.47% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #19 | $1.5M | 72,386 | $1.8M | 84,397 | -12,011-14.23% | Reduce |
| Steward Partners Investment Advisory, LLC |
| 0.01% | 0.01% | #9 | $1.3M | 60,669 | $1.3M | 59,197 | +1,472+2.49% | Add |
| Advisory Services Network, LLC |
| 0.01% | 0.01% | #8 | $975,160 | 45,976 | $834,447 | 39,416 | +6,560+16.64% | Add |
| MRP Capital Investments, LLC |
| 0.64% | 0.79% | #2 | $872,453 | 41,134 | $902,562 | 42,634 | -1,500-3.52% | Reduce |
| CoreCap Advisors, LLC |
| 0.02% | 0.02% | #6 | $660,055 | 31,120 | $593,670 | 28,043 | +3,077+10.97% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #15 | $655,853 | 30,919 | $688,178 | 32,503 | -1,584-4.87% | Reduce |
| Robbins Farley |
| 0.16% | 0.18% | #3 | $429,270 | 20,239 | $408,158 | 19,280 | +959+4.97% | Add |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | <0.01% | #12 | $380,147 | 17,923 | $306,944 | 14,499 | +3,424+23.62% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | — | #21 | $356,702 | 16,723 | $0 | 0 | +16,723 | New Buy |
| Provenance Wealth Advisors, LLC |
| 0.02% | — | #7 | $173,795 | 8,194 | $0 | 0 | +8,194 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | — | #20 | $123,410 | 5,798 | $0 | 0 | +5,798 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #18 | $76,462 | 3,605 | $76,318 | 3,605 | 00.00% | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #16 | $21,210 | 1,000 | $21,180 | 1,000 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #22 | $21 | 1 | $54 | 2 | -1-50.00% | Reduce |
