| FEDERATED HERMES, INC. |
| 0.06% | 0.06% | #8 | $45.2M | 1.7M | $36.6M | 1.4M | +327,855+23.24% | Add |
| Frederick Financial Consultants, LLC |
| 5.78% | 6.35% | #1 | $13.6M | 524,896 | $12.8M | 491,754 | +33,142+6.74% | Add |
| Global Assets Advisory, LLC |
| 0.1% | 0.06% | #6 | $5.7M | 218,718 | $4.7M | 218,718 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #16 | $5.6M | 216,591 | $0 | 0 | +216,591 | New Buy |
| Financial Concepts Unlimited, Inc. |
| 4.13% | 4.68% | #2 | $5.3M | 202,773 | $5.2M | 201,308 | +1,465+0.73% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #15 | $5.0M | 191,713 | $4.0M | 154,165 | +37,548+24.36% | Add |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.16% | 0.16% | #5 | $3.9M | 152,012 | $3.4M | 129,812 | +22,200+17.10% | Add |
| Hilltop Holdings Inc. |
| 0.29% | 0.34% | #4 | $3.8M | 146,267 | $3.8M | 146,267 | 00.00% | Unchanged |
| Elyxium Wealth, LLC |
| 0.35% | 0.87% | #3 | $3.3M | 126,511 | $2.7M | 104,869 | +21,642+20.64% | Add |
| Avidian Wealth Enterprises, LLC |
| 0.03% | — | #9 | $992,937 | 38,234 | $0 | 0 | +38,234 | New Buy |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #12 | $913,131 | 35,161 | $902,101 | 34,751 | +410+1.18% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #18 | $792,000 | 30,513 | $990,000 | 38,121 | -7,608-19.96% | Reduce |
| Dakota Wealth Management |
| 0.01% | 0.02% | #11 | $736,462 | 28,358 | $734,333 | 28,288 | +70+0.25% | Add |
| Sterling Investment Advisors, Ltd. |
| 0.09% | — | #7 | $573,937 | 22,100 | $0 | 0 | +22,100 | New Buy |
| CARY STREET PARTNERS FINANCIAL LLC |
| 0.01% | 0.01% | #13 | $555,706 | 21,398 | $519,466 | 20,011 | +1,387+6.93% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #17 | $252,143 | 9,709 | $270,753 | 10,430 | -721-6.91% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #19 | $229,886 | 8,852 | $0 | 0 | +8,852 | New Buy |
| Sankala Group LLC |
| 0.02% | — | #10 | $24,804 | 900 | $0 | 0 | +900 | New Buy |
| Cordgrass Capital Advisors, LLC |
| 0.01% | — | #14 | $20,594 | 793 | $0 | 0 | +793 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #21 | $12,024 | 463 | $0 | 0 | +463 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #20 | $1,169 | 45 | $0 | 0 | +45 | New Buy |
