| Hills Bank & Trust Co |
| 2.41% | 2.8% | #4 | $56.7M | 749,512 | $57.9M | 762,289 | -12,777-1.68% | Reduce |
| Wealth Architects, LLC |
| 3.93% | 4.42% | #2 | $49.7M | 656,485 | $49.6M | 652,712 | +3,773+0.58% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #56 | $40.8M | 538,474 | $38.3M | 503,882 | +34,592+6.87% | Add |
| Mariner, LLC |
| 0.03% | 0.03% | #41 | $25.0M | 329,563 | $24.7M | 324,868 | +4,695+1.45% | Add |
| Wharton Business Group, LLC |
| 0.65% | 0.73% | #11 | $19.3M | 254,990 | $19.4M | 254,990 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | — | #77 | $18.7M | 247,119 | $0 | 0 | +247,119 | New Buy |
| TOWER TRUST & INVESTMENT Co |
| 8.64% | 9.58% | #1 | $14.2M | 188,099 | $14.6M | 192,047 | -3,948-2.06% | Reduce |
| Warren Street Wealth Advisors, LLC |
| 2.62% | 2.93% | #3 | $11.8M | 155,331 | $11.5M | 151,298 | +4,033+2.67% | Add |
| Baker Avenue Asset Management, LP |
| 0.22% | 0.27% | #16 | $11.5M | 152,505 | $11.9M | 155,983 | -3,478-2.23% | Reduce |
| STATE STREET CORP |
| <0.01% | <0.01% | #106 | $10.8M | 142,200 | $10.8M | 142,200 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #95 | $9.1M | 120,143 | $5.0M | 71,657 | +48,486+67.66% | Add |
| Clark Capital Management Group, Inc. |
| 0.04% | 0.04% | #34 | $7.0M | 92,524 | $6.8M | 89,798 | +2,726+3.04% | Add |
| CITIZENS FINANCIAL GROUP INC/RI |
| 0.08% | 0.08% | #26 | $6.7M | 88,437 | $5.6M | 73,435 | +15,002+20.43% | Add |
| Ironsides Asset Advisors, LLC |
| 1.53% | 1.84% | #6 | $6.5M | 86,166 | $7.3M | 96,276 | -10,110-10.50% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #78 | $6.4M | 84,924 | $5.7M | 75,343 | +9,581+12.72% | Add |
| Beacon Pointe Advisors, LLC |
| 0.03% | 0.03% | #39 | $6.2M | 81,484 | $5.9M | 77,363 | +4,121+5.33% | Add |
| CIBC WORLD MARKET INC. |
| 0.01% | 0.01% | #57 | $5.8M | 76,812 | $5.3M | 69,255 | +7,557+10.91% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #85 | $5.8M | 76,584 | $4.4M | 58,208 | +18,376+31.57% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #90 | $5.5M | 72,256 | $0 | 0 | +72,256 | New Buy |
| CX Institutional |
| 0.15% | 0.16% | #21 | $5.3M | 69,836 | $5.4M | 70,962 | -1,126-1.59% | Reduce |
| MAI Capital Management |
| 0.02% | 0.03% | #47 | $5.2M | 69,263 | $4.8M | 62,536 | +6,727+10.76% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #67 | $4.3M | 57,313 | $3.4M | 44,197 | +13,116+29.68% | Add |
| OXFORD FINANCIAL GROUP, LTD. LLC |
| 0.21% | 0.22% | #18 | $4.1M | 53,774 | $4.1M | 54,336 | -562-1.03% | Reduce |
| FMR LLC |
| <0.01% | <0.01% | #113 | $4.1M | 53,745 | $3.5M | 45,546 | +8,199+18.00% | Add |
| SCOTIA CAPITAL INC. |
| 0.02% | 0.02% | #52 | $4.0M | 53,355 | $4.3M | 56,301 | -2,946-5.23% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #109 | $3.8M | 50,033 | $3.5M | 45,558 | +4,475+9.82% | Add |
| NAPLES GLOBAL ADVISORS, LLC |
| 0.21% | 0.24% | #17 | $3.4M | 44,640 | $3.3M | 43,795 | +845+1.93% | Add |
| D.A. DAVIDSON & CO. |
| 0.02% | 0.02% | #48 | $3.4M | 44,507 | $3.2M | 42,680 | +1,827+4.28% | Add |
| Sequoia Financial Advisors, LLC |
| 0.02% | 0.02% | #49 | $3.3M | 44,122 | $3.3M | 43,914 | +208+0.47% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #86 | $3.1M | 41,585 | $3.2M | 42,102 | -517-1.23% | Reduce |
| Newport Capital Group, LLC |
| 1.75% | 1.68% | #5 | $3.1M | 41,282 | $2.8M | 36,187 | +5,095+14.08% | Add |
| Orion Porfolio Solutions, LLC |
| 0.02% | 0.02% | #43 | $3.0M | 40,000 | $2.8M | 36,271 | +3,729+10.28% | Add |
| Rathbones Group PLC |
| 0.01% | 0.01% | #55 | $2.9M | 38,474 | $3.2M | 41,460 | -2,986-7.20% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #72 | $2.9M | 38,071 | $2.7M | 35,084 | +2,987+8.51% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #102 | $2.8M | 36,436 | $3.0M | 39,578 | -3,142-7.94% | Reduce |
| TABLEAUX LLC |
| 1.14% | — | #7 | $2.7M | 35,655 | $0 | 0 | +35,655 | New Buy |
| Hedeker Wealth, LLC |
| 0.51% | 0.56% | #12 | $2.7M | 35,363 | $2.7M | 35,117 | +246+0.70% | Add |
| Prime Buchholz LLC |
| 0.82% | 1.21% | #8 | $2.3M | 30,032 | $2.3M | 30,546 | -514-1.68% | Reduce |
| Breakwater Investment Management |
| 0.75% | 0.87% | #10 | $2.2M | 28,941 | $2.3M | 30,607 | -1,666-5.44% | Reduce |
| Pathstone Holdings, LLC |
| 0.01% | 0.01% | #63 | $2.1M | 27,091 | $2.1M | 27,255 | -164-0.60% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #65 | $1.8M | 23,668 | $1.9M | 24,792 | -1,124-4.53% | Reduce |
| FLOW TRADERS U.S. LLC |
| 0.07% | 0.06% | #27 | $1.6M | 21,715 | $1.8M | 24,218 | -2,503-10.34% | Reduce |
| Global Retirement Partners, LLC |
| 0.02% | — | #45 | $1.5M | 19,414 | $0 | 0 | +19,414 | New Buy |
| Ameritas Advisory Services, LLC |
| 0.03% | 0.04% | #37 | $1.4M | 19,073 | $948,359 | 12,475 | +6,598+52.89% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #71 | $1.4M | 18,144 | $1.0M | 13,354 | +4,790+35.87% | Add |
| AlTi Global, Inc. |
| 0.03% | — | #40 | $1.3M | 16,763 | $0 | 0 | +16,763 | New Buy |
| Nikulski Financial, Inc. |
| 0.27% | 0.27% | #15 | $1.2M | 16,295 | $1.1M | 14,205 | +2,090+14.71% | Add |
| Provenance Wealth Advisors, LLC |
| 0.12% | 0.13% | #22 | $1.2M | 16,032 | $1.2M | 16,032 | 00.00% | Unchanged |
| Waldron Private Wealth LLC |
| 0.04% | 0.05% | #32 | $1.2M | 15,770 | $1.2M | 15,770 | 00.00% | Unchanged |
| Comprehensive Money Management Services LLC |
| 0.75% | 0.79% | #9 | $1.2M | 15,683 | $1.2M | 15,814 | -131-0.83% | Reduce |
