| Strategic Equity Management |
| 4.22% | 4.07% | #1 | $12.6M | 395,159 | $10.8M | 413,836 | -18,677-4.51% | Reduce |
| MONEYWISE, INC. |
| 2.26% | 2.21% | #2 | $6.1M | 190,897 | $5.1M | 193,800 | -2,903-1.50% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #8 | $4.4M | 140,189 | $3.0M | 111,985 | +28,204+25.19% | Add |
| PAX Financial Group, LLC |
| 0.23% | 0.21% | #3 | $1.5M | 48,329 | $1.3M | 48,128 | +201+0.42% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #10 | $1.2M | 38,563 | $1.0M | 38,333 | +230+0.60% | Add |
| EverSource Wealth Advisors, LLC |
| 0.02% | 0.02% | #7 | $455,239 | 14,318 | $520,401 | 19,893 | -5,575-28.02% | Reduce |
| First Heartland Consultants, Inc. |
| 0.03% | 0.03% | #6 | $442,712 | 13,924 | $356,168 | 13,615 | +309+2.27% | Add |
| Whitaker-Myers Wealth Managers, LTD. |
| 0.07% | 0.06% | #5 | $415,559 | 13,070 | $320,826 | 12,264 | +806+6.57% | Add |
| CreativeOne Wealth, LLC |
| <0.01% | 0.02% | #9 | $223,741 | 7,037 | $932,526 | 35,647 | -28,610-80.26% | Reduce |
| Values First Advisors, Inc. |
| 0.09% | 0.06% | #4 | $195,101 | 6,137 | $109,223 | 4,176 | +1,961+46.96% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #12 | $62,716 | 1,973 | $2,536 | 97 | +1,876+1,934.02% | Add |
| UBS Group AG |
| <0.01% | — | #13 | $42,319 | 1,331 | $0 | 0 | +1,331 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #14 | $11,929 | 379 | $0 | 0 | +379 | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | — | #11 | $9,538 | 300 | $0 | 0 | +300 | New Buy |
