| ASSETMARK, INC |
| 0.03% | 0.03% | #2 | $17.3M | 479,502 | $15.0M | 414,078 | +65,424+15.80% | Add |
| FRANKLIN RESOURCES INC |
| <0.01% | 0.01% | #6 | $10.8M | 300,000 | $25.4M | 700,000 | -400,000-57.14% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #7 | $4.5M | 124,106 | $3.8M | 104,882 | +19,224+18.33% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #5 | $3.7M | 103,846 | $3.1M | 86,428 | +17,418+20.15% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #8 | $1.7M | 46,800 | $2.1M | 56,800 | -10,000-17.61% | Reduce |
| INVESTED ADVISORS |
| 0.4% | 0.4% | #1 | $452,855 | 12,545 | $394,212 | 10,865 | +1,680+15.46% | Add |
| Rossby Financial, LCC |
| 0.01% | 0.01% | #3 | $78,552 | 2,176 | $67,356 | 1,846 | +330+17.88% | Add |
| Meramec Financial Planners, LLC |
| 0.01% | — | #4 | $14,285 | 377 | $0 | 0 | +377 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #10 | $6,000 | 153 | $8,000 | 216 | -63-29.17% | Reduce |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #9 | $2,455 | 68 | $2,467 | 68 | 00.00% | Unchanged |
