| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #7 | $20.3M | 802,086 | $20.0M | 791,199 | +10,887+1.38% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #6 | $10.1M | 399,466 | $11.3M | 445,718 | -46,252-10.38% | Reduce |
| Frontier Asset Management, LLC |
| 1.39% | 1.79% | #1 | $7.8M | 307,201 | $8.5M | 336,184 | -28,983-8.62% | Reduce |
| Arete Wealth Advisors, LLC |
| 0.03% | 0.08% | #2 | $993,512 | 39,269 | $1.0M | 41,379 | -2,110-5.10% | Reduce |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.01% | 0.02% | #3 | $743,812 | 29,448 | $828,219 | 32,664 | -3,216-9.85% | Reduce |
| CoreCap Advisors, LLC |
| 0.01% | 0.01% | #4 | $285,472 | 11,302 | $290,272 | 11,448 | -146-1.28% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| <0.01% | — | #5 | $200,300 | 7,930 | $0 | 0 | +7,930 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #9 | $20,560 | 814 | $20,640 | 814 | 00.00% | Unchanged |
| Rockefeller Capital Management L.P. |
| <0.01% | — | #11 | $4,294 | 170 | $0 | 0 | +170 | New Buy |
| UBS Group AG |
| <0.01% | — | #12 | $3,713 | 147 | $0 | 0 | +147 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #10 | $1,753 | 69 | $0 | 0 | +69 | New Buy |
| AMERIFLEX GROUP, INC. |
| <0.01% | <0.01% | #8 | $834 | 33 | $837 | 33 | 00.00% | Unchanged |
