| PRUDENTIAL FINANCIAL INC |
| 0.02% | 0.01% | #8 | $15.2M | 475,014 | $8.7M | 288,905 | +186,109+64.42% | Add |
| Spire Wealth Management |
| 0.09% | 0.1% | #5 | $3.0M | 94,668 | $2.8M | 94,789 | -121-0.13% | Reduce |
| JIM SAULNIER & ASSOCIATES, LLC |
| 1.2% | 1.37% | #2 | $3.0M | 93,746 | $2.8M | 93,746 | 00.00% | Unchanged |
| AMERICAN ASSET MANAGEMENT INC. |
| 2.16% | 2.19% | #1 | $2.6M | 82,989 | $2.5M | 84,119 | -1,130-1.34% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #11 | $1.1M | 33,922 | $1.1M | 36,098 | -2,176-6.03% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #9 | $1.0M | 32,476 | $926,836 | 30,853 | +1,623+5.26% | Add |
| Blue Water Asset Management |
| 0.27% | 0.28% | #3 | $828,671 | 25,963 | $809,799 | 26,957 | -994-3.69% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #13 | $764,523 | 23,953 | $692,136 | 23,040 | +913+3.96% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #15 | $670,170 | 20,997 | $630,758 | 20,997 | 00.00% | Unchanged |
| Three Seasons Wealth, LLC |
| 0.06% | 0.24% | #6 | $668,765 | 20,953 | $629,437 | 20,953 | 00.00% | Unchanged |
| KINTRA WEALTH, LLC |
| 0.03% | 0.02% | #7 | $529,207 | 16,300 | $283,641 | 9,442 | +6,858+72.63% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #12 | $410,681 | 12,867 | $324,556 | 10,804 | +2,063+19.09% | Add |
| DHJJ Financial Advisors, Ltd. |
| 0.09% | 0.1% | #4 | $320,707 | 10,048 | $301,846 | 10,048 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #16 | $232,000 | 7,269 | $231,000 | 7,694 | -425-5.52% | Reduce |
| SAGESPRING WEALTH PARTNERS, LLC |
| <0.01% | <0.01% | #10 | $215,171 | 6,742 | $202,518 | 6,742 | 00.00% | Unchanged |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #17 | $32,428 | 1,016 | $30,521 | 1,016 | 00.00% | Unchanged |
| ST GERMAIN D J CO INC |
| <0.01% | <0.01% | #14 | $15,480 | 485 | $14,570 | 485 | 00.00% | Unchanged |
