| Howard Capital Management, LLC |
| 3.59% | 4.25% | #4 | $304.6M | 7.3M | $259.6M | 9.5M | -2.3M-23.93% | Reduce |
| Discipline Wealth Solutions, LLC |
| 4.4% | 3.92% | #2 | $50.5M | 1.2M | $37.2M | 1.1M | +145,020+13.71% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #23 | $18.7M | 445,233 | $13.5M | 382,715 | +62,518+16.34% | Add |
| Wealth Watch Advisors, INC |
| 5.27% | 5.78% | #1 | $16.4M | 390,601 | $13.8M | 392,248 | -1,647-0.42% | Reduce |
| NewEdge Advisors, LLC |
| 0.03% | 0.03% | #14 | $11.1M | 265,483 | $8.2M | 233,646 | +31,837+13.63% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #28 | $8.3M | 197,544 | $6.9M | 195,130 | +2,414+1.24% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.08% | 0.08% | #12 | $7.9M | 187,396 | $6.5M | 184,127 | +3,269+1.78% | Add |
| WealthTrak Capital Management LLC |
| 4.27% | 3.85% | #3 | $6.5M | 154,777 | $5.4M | 153,237 | +1,540+1.00% | Add |
| Arete Wealth Advisors, LLC |
| 0.17% | 0.35% | #10 | $5.1M | 121,193 | $4.7M | 132,580 | -11,387-8.59% | Reduce |
| Delta Investment Management, LLC |
| 0.74% | 0.71% | #8 | $4.5M | 107,739 | $3.9M | 112,180 | -4,441-3.96% | Reduce |
| CPR Investments Inc. |
| 2.8% | 2.24% | #6 | $3.6M | 86,856 | $3.4M | 95,544 | -8,688-9.09% | Reduce |
| Aegis Wealth Management, Inc. |
| 1.82% | 1.82% | #7 | $2.8M | 67,377 | $2.3M | 65,734 | +1,643+2.50% | Add |
| Bison Wealth, LLC |
| 0.15% | 0.15% | #11 | $1.7M | 40,336 | $1.5M | 37,724 | +2,612+6.92% | Add |
| CROSSPOINT FINANCIAL, LLC |
| 3.44% | 3.9% | #5 | $1.5M | 35,779 | $1.6M | 44,158 | -8,379-18.98% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #27 | $1.5M | 36,057 | $0 | 0 | +36,057 | New Buy |
| Vise Technologies, Inc. |
| 0.02% | — | #15 | $1.5M | 35,420 | $0 | 0 | +35,420 | New Buy |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.32% | #19 | $871,052 | 20,769 | $37.9M | 1.1M | -1.1M-98.07% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #17 | $665,244 | 15,862 | $0 | 0 | +15,862 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #36 | $582,714 | 13,894 | $291,620 | 8,287 | +5,607+67.66% | Add |
| IFP Advisors, Inc |
| 0.01% | 0.01% | #18 | $497,870 | 11,871 | $422,350 | 12,002 | -131-1.09% | Reduce |
| VestGen Advisors, LLC |
| 0.01% | 0.01% | #16 | $477,361 | 11,382 | $451,524 | 11,382 | 00.00% | Unchanged |
| VestGen Investment Management |
| 0.25% | 0.23% | #9 | $473,838 | 11,298 | $422,808 | 12,015 | -717-5.97% | Reduce |
| Atria Investments, Inc |
| <0.01% | 0.01% | #22 | $472,794 | 11,273 | $657,773 | 18,692 | -7,419-39.69% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #30 | $411,970 | 9,823 | $305,420 | 8,679 | +1,144+13.18% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #35 | $395,201 | 9,423 | $0 | 0 | +9,423 | New Buy |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #31 | $383,290 | 9,139 | $321,601 | 9,139 | 00.00% | Unchanged |
| Summit Financial, LLC |
| <0.01% | <0.01% | #25 | $333,317 | 7,947 | $293,508 | 8,341 | -394-4.72% | Reduce |
| World Investment Advisors |
| 0.01% | <0.01% | #20 | $319,871 | 7,642 | $278,776 | 7,922 | -280-3.53% | Reduce |
| Lifestyle Asset Management, Inc. |
| 0.08% | 0.09% | #13 | $292,238 | 6,968 | $260,969 | 7,416 | -448-6.04% | Reduce |
| AXXCESS WEALTH MANAGEMENT, LLC |
| <0.01% | — | #24 | $247,152 | 5,893 | $0 | 0 | +5,893 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #37 | $244,133 | 5,821 | $0 | 0 | +5,821 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #32 | $151,186 | 3,605 | $348,511 | 9,904 | -6,299-63.60% | Reduce |
| Coppell Advisory Solutions LLC |
| 0.01% | — | #21 | $61,904 | 12,501 | $0 | 0 | +12,501 | New Buy |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #29 | $45,342 | 1,112 | $39,142 | 1,112 | 00.00% | Unchanged |
| BROWN BROTHERS HARRIMAN & CO |
| <0.01% | <0.01% | #33 | $33,049 | 788 | $27,730 | 788 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #34 | $26,129 | 623 | $0 | 0 | +623 | New Buy |
| BlackRock, Inc. |
| <0.01% | — | #38 | $24,493 | 584 | $0 | 0 | +584 | New Buy |
| Rossby Financial, LCC |
| <0.01% | <0.01% | #26 | $13,631 | 325 | $11,447 | 325 | 00.00% | Unchanged |
