| Bison Wealth, LLC |
| 4.2% | 4.21% | #2 | $46.0M | 1.1M | $43.6M | 1.0M | +54,706+5.25% | Add |
| Holcombe Financial, Inc. |
| 8.37% | 7.81% | #1 | $14.8M | 354,916 | $13.3M | 350,860 | +4,056+1.16% | Add |
| Delta Investment Management, LLC |
| 1.97% | 1.84% | #3 | $11.9M | 285,957 | $10.3M | 272,224 | +13,733+5.04% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #11 | $9.8M | 235,472 | $6.7M | 175,914 | +59,558+33.86% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #16 | $2.9M | 70,077 | $2.7M | 71,627 | -1,550-2.16% | Reduce |
| Apollon Wealth Management, LLC |
| 0.04% | 0.03% | #8 | $2.9M | 69,381 | $2.1M | 55,502 | +13,879+25.01% | Add |
| PACIFIC FINANCIAL GROUP INC |
| 1.07% | 1.1% | #4 | $2.2M | 53,268 | $2.0M | 53,675 | -407-0.76% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #15 | $862,548 | 20,645 | $781,822 | 20,645 | 00.00% | Unchanged |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #14 | $679,510 | 16,264 | $615,914 | 16,264 | 00.00% | Unchanged |
| Nuveen, LLC |
| <0.01% | — | #18 | $467,143 | 11,181 | $0 | 0 | +11,181 | New Buy |
| PKS Advisory Services, LLC |
| 0.07% | — | #6 | $456,433 | 10,924 | $0 | 0 | +10,924 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #19 | $370,630 | 8,871 | $335,943 | 8,871 | 00.00% | Unchanged |
| Oasis Advisors, LLC |
| 0.23% | — | #5 | $357,455 | 8,556 | $0 | 0 | +8,556 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #17 | $289,893 | 6,939 | $262,951 | 6,944 | -5-0.07% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #20 | $249,897 | 5,981 | $228,061 | 6,022 | -41-0.68% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #21 | $242,115 | 5,795 | $0 | 0 | +5,795 | New Buy |
| REAP Financial Group, LLC |
| 0.02% | 0.03% | #10 | $111,938 | 2,679 | $146,037 | 3,856 | -1,177-30.52% | Reduce |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #13 | $111,929 | 2,679 | $99,181 | 2,619 | +60+2.29% | Add |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #12 | $99,269 | 2,376 | $50,026 | 1,321 | +1,055+79.86% | Add |
| Luminist Capital LLC |
| 0.06% | — | #7 | $52,735 | 1,306 | $0 | 0 | +1,306 | New Buy |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.03% | 0.03% | #9 | $52,100 | 1,247 | $47,224 | 1,247 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #22 | $28,000 | 668 | $31,000 | 829 | -161-19.42% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #23 | $13,328 | 319 | $15,056 | 386 | -67-17.36% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #24 | $24 | 1 | $22 | 1 | 00.00% | Unchanged |
