| PRECEDENT WEALTH PARTNERS, LLC |
| 2.26% | 3.54% | #1 | $13.6M | 403,734 | $17.7M | 541,614 | -137,880-25.46% | Reduce |
| Capasso Planning Partners LLC |
| 1.18% | 1.31% | #2 | $2.4M | 70,431 | $2.4M | 74,404 | -3,973-5.34% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #20 | $2.0M | 58,454 | $2.0M | 60,299 | -1,845-3.06% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #26 | $1.8M | 53,874 | $1.9M | 58,018 | -4,144-7.14% | Reduce |
| Mariner, LLC |
| <0.01% | <0.01% | #28 | $1.1M | 31,787 | $973,964 | 29,814 | +1,973+6.62% | Add |
| Atria Investments, Inc |
| 0.01% | 0.01% | #16 | $967,814 | 28,706 | $973,964 | 29,814 | -1,108-3.72% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #14 | $888,078 | 26,341 | $397,112 | 12,156 | +14,185+116.69% | Add |
| Madrona Financial Services, LLC |
| 0.16% | 0.19% | #3 | $881,909 | 26,158 | $854,530 | 26,158 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #33 | $818,997 | 24,292 | $1.1M | 33,953 | -9,661-28.45% | Reduce |
| Clear Creek Financial Management, LLC |
| 0.05% | 0.06% | #8 | $805,781 | 23,900 | $785,665 | 24,050 | -150-0.62% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #15 | $767,650 | 22,769 | $537,258 | 16,446 | +6,323+38.45% | Add |
| HBW ADVISORY SERVICES LLC |
| 0.05% | 0.06% | #7 | $572,779 | 16,989 | $554,997 | 16,989 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #36 | $546,920 | 16,222 | $442,292 | 13,539 | +2,683+19.82% | Add |
| Pinnacle Financial Partners, Inc. |
| <0.01% | <0.01% | #24 | $506,833 | 15,033 | $491,098 | 15,033 | 00.00% | Unchanged |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #31 | $470,084 | 13,943 | $356,539 | 10,914 | +3,029+27.75% | Add |
| Legacy Capital Wealth Partners, LLC |
| 0.08% | 0.09% | #5 | $445,371 | 13,210 | $431,544 | 13,210 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #34 | $422,378 | 12,528 | $409,265 | 12,528 | 00.00% | Unchanged |
| Capital Analysts, LLC |
| 0.01% | 0.01% | #17 | $390,854 | 11,593 | $261,000 | 7,947 | +3,646+45.88% | Add |
| Americana Partners, LLC |
| 0.01% | 0.01% | #18 | $380,909 | 11,298 | $373,167 | 11,423 | -125-1.09% | Reduce |
| Buck Wealth Strategies, LLC |
| 0.04% | 0.04% | #11 | $350,633 | 10,400 | $339,747 | 10,400 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #37 | $341,125 | 10,118 | $302,473 | 9,259 | +859+9.28% | Add |
| MILESTONE ASSET MANAGEMENT, LLC |
| 0.05% | 0.06% | #9 | $309,029 | 9,166 | $316,945 | 9,702 | -536-5.52% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #27 | $306,534 | 9,092 | $491,163 | 15,035 | -5,943-39.53% | Reduce |
| Commonwealth Financial Services, LLC |
| 0.04% | 0.05% | #10 | $303,095 | 8,990 | $293,685 | 8,990 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #32 | $298,443 | 8,852 | $223,743 | 6,849 | +2,003+29.25% | Add |
| LVZ, Inc. |
| 0.03% | — | #13 | $289,036 | 8,573 | $0 | 0 | +8,573 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #29 | $229,260 | 6,800 | $222,142 | 6,800 | 00.00% | Unchanged |
| Security Financial Services, INC. |
| 0.03% | 0.03% | #12 | $218,842 | 6,491 | $212,048 | 6,491 | 00.00% | Unchanged |
| Gallagher Fiduciary Advisors, LLC |
| 0.01% | <0.01% | #21 | $210,211 | 6,235 | $203,685 | 6,235 | 00.00% | Unchanged |
| Grantvest Financial Group LLC |
| 0.12% | — | #4 | $201,108 | 5,965 | $0 | 0 | +5,965 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #30 | $102,796 | 3,049 | $99,605 | 3,049 | 00.00% | Unchanged |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.05% | 0.06% | #6 | $90,187 | 2,675 | $87,387 | 2,675 | 00.00% | Unchanged |
| Capital Investment Advisory Services, LLC |
| <0.01% | <0.01% | #23 | $67,261 | 1,995 | $65,173 | 1,995 | 00.00% | Unchanged |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.01% | — | #22 | $55,798 | 1,655 | $0 | 0 | +1,655 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #35 | $53,370 | 1,583 | $51,713 | 1,583 | 00.00% | Unchanged |
| Noble Wealth Management PBC |
| 0.01% | 0.01% | #19 | $16,857 | 500 | $16,334 | 500 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | — | #38 | $16,126 | 479 | $0 | 0 | +479 | New Buy |
| Integrity Financial Corp /WA |
| <0.01% | <0.01% | #25 | $7,148 | 212 | $6,926 | 212 | 00.00% | Unchanged |
