| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #15 | $10.1M | 127,630 | $9.4M | 146,645 | -19,015-12.97% | Reduce |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | <0.01% | #11 | $2.7M | 34,376 | $2.3M | 34,454 | -78-0.23% | Reduce |
| ASSETMARK, INC |
| <0.01% | <0.01% | #9 | $2.5M | 31,584 | $2.1M | 32,081 | -497-1.55% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | — | #16 | $1.9M | 23,898 | $0 | 0 | +23,898 | New Buy |
| Advisory Alpha, LLC |
| 0.04% | 0.02% | #7 | $1.5M | 18,100 | $553,451 | 8,350 | +9,750+116.77% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #19 | $1.4M | 17,195 | $627,089 | 9,461 | +7,734+81.75% | Add |
| Cooper Financial Group |
| 0.1% | 0.09% | #4 | $1.2M | 14,948 | $848,867 | 12,807 | +2,141+16.72% | Add |
| ECLECTIC ASSOCIATES INC /ADV |
| 0.11% | — | #3 | $959,990 | 11,981 | $0 | 0 | +11,981 | New Buy |
| Vantus Wealth LLC |
| 0.44% | — | #1 | $814,801 | 10,169 | $0 | 0 | +10,169 | New Buy |
| Advyzon Investment Management, LLC |
| 0.06% | 0.06% | #5 | $776,100 | 9,686 | $672,492 | 10,146 | -460-4.53% | Reduce |
| 5T Wealth, LLC |
| 0.22% | 0.19% | #2 | $596,430 | 7,443 | $480,254 | 7,246 | +197+2.72% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #12 | $446,061 | 5,567 | $372,701 | 5,623 | -56-1.00% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.03% | #8 | $372,986 | 4,655 | $1.7M | 25,460 | -20,805-81.72% | Reduce |
| Farther Finance Advisors, LLC |
| <0.01% | — | #10 | $364,894 | 4,554 | $0 | 0 | +4,554 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #13 | $355,199 | 4,433 | $200,634 | 3,027 | +1,406+46.45% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | — | #20 | $223,231 | 2,786 | $0 | 0 | +2,786 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #24 | $32,050 | 400 | $0 | 0 | +400 | New Buy |
| UBS Group AG |
| <0.01% | — | #23 | $14,182 | 177 | $0 | 0 | +177 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #18 | $10,577 | 132 | $0 | 0 | +132 | New Buy |
| 3Chopt Investment Partners, LLC |
| <0.01% | <0.01% | #14 | $8,814 | 110 | $7,158 | 108 | +2+1.85% | Add |
| LGT Financial Advisors LLC |
| 0.04% | 0.03% | #6 | $8,253 | 103 | $6,827 | 103 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #21 | $5,449 | 68 | $4,507 | 68 | 00.00% | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC |
| <0.01% | <0.01% | #17 | $2,484 | 31 | $2,055 | 31 | 00.00% | Unchanged |
| Federation des caisses Desjardins du Quebec |
| <0.01% | — | #22 | $1,442 | 18 | $0 | 0 | +18 | New Buy |