| LPL Financial LLC |
| 0.01% | 0.01% | #27 | $44.6M | 1.2M | $24.7M | 833,545 | +360,618+43.26% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #28 | $40.8M | 1.1M | $19.9M | 670,594 | +421,068+62.79% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.26% | 0.21% | #9 | $38.6M | 1.0M | $27.5M | 925,365 | +108,102+11.68% | Add |
| Intellus Advisors LLC |
| 3.56% | 3.15% | #4 | $29.3M | 784,675 | $23.1M | 777,023 | +7,652+0.98% | Add |
| FIRST FINANCIAL BANKSHARES INC |
| 0.52% | — | #6 | $27.6M | 738,196 | $0 | 0 | +738,196 | New Buy |
| NICOLET BANKSHARES INC |
| 0.51% | 0.38% | #7 | $16.0M | 435,082 | $10.2M | 341,598 | +93,484+27.37% | Add |
| TRUIST FINANCIAL CORP |
| 0.02% | 0.01% | #22 | $15.9M | 425,661 | $10.9M | 366,564 | +59,097+16.12% | Add |
| Summit Investment Advisory Services, LLC |
| 3.9% | — | #3 | $15.5M | 416,300 | $0 | 0 | +416,300 | New Buy |
| &PARTNERS |
| 0.06% | 0.02% | #15 | $14.9M | 398,078 | $3.7M | 123,461 | +274,617+222.43% | Add |
| Frederick Financial Consultants, LLC |
| 6.15% | 5.43% | #1 | $14.5M | 388,579 | $10.9M | 367,839 | +20,740+5.64% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.02% | #21 | $10.9M | 291,960 | $5.9M | 198,783 | +93,177+46.87% | Add |
| ELEVATION POINT WEALTH PARTNERS, LLC |
| 0.19% | 0.18% | #12 | $10.1M | 269,820 | $8.0M | 268,441 | +1,379+0.51% | Add |
| Lifestyle Asset Management, Inc. |
| 2.46% | 2.11% | #5 | $9.2M | 245,392 | $6.5M | 217,725 | +27,667+12.71% | Add |
| Financial Concepts Unlimited, Inc. |
| 5.91% | 5.35% | #2 | $7.5M | 201,958 | $6.0M | 200,955 | +1,003+0.50% | Add |
| Private Advisor Group, LLC |
| 0.03% | — | #19 | $5.5M | 147,993 | $0 | 0 | +147,993 | New Buy |
| Argent Trust Co |
| 0.12% | 0.05% | #14 | $4.0M | 107,024 | $1.5M | 50,191 | +56,833+113.23% | Add |
| Heritage Trust Co |
| 0.21% | 0.18% | #11 | $2.4M | 63,503 | $1.8M | 59,110 | +4,393+7.43% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | — | #33 | $2.0M | 54,791 | $0 | 0 | +54,791 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #35 | $1.7M | 46,285 | $1.2M | 42,013 | +4,272+10.17% | Add |
| DAVENPORT & Co LLC |
| 0.01% | <0.01% | #29 | $1.5M | 39,744 | $491,694 | 16,561 | +23,183+139.99% | Add |
| Intrua Financial, LLC |
| 0.13% | 0.11% | #13 | $1.4M | 36,660 | $1.1M | 36,627 | +33+0.09% | Add |
| Gladstone Institutional Advisory LLC |
| 0.04% | 0.03% | #18 | $1.3M | 35,761 | $733,105 | 24,692 | +11,069+44.83% | Add |
| Towerpoint Wealth, LLC |
| 0.42% | 0.36% | #8 | $1.2M | 32,457 | $903,421 | 30,428 | +2,029+6.67% | Add |
| Arkadios Wealth Advisors |
| 0.02% | 0.02% | #23 | $1.2M | 31,923 | $943,043 | 31,763 | +160+0.50% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.01% | 0.01% | #26 | $1.2M | 31,325 | $947,365 | 31,909 | -584-1.83% | Reduce |
| Americana Partners, LLC |
| 0.02% | 0.02% | #20 | $1.1M | 28,875 | $673,221 | 22,675 | +6,200+27.34% | Add |
| Essex Financial Services, Inc. |
| 0.05% | 0.05% | #16 | $1.0M | 27,811 | $813,916 | 27,414 | +397+1.45% | Add |
| First American Bank |
| 0.05% | — | #17 | $836,975 | 22,421 | $0 | 0 | +22,421 | New Buy |
| HANCOCK WHITNEY CORP |
| 0.01% | 0.01% | #25 | $829,883 | 22,231 | $747,254 | 22,141 | +90+0.41% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | — | #37 | $738,425 | 19,781 | $0 | 0 | +19,781 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #32 | $711,286 | 19,054 | $556,539 | 18,745 | +309+1.65% | Add |
| Vestmark Advisory Solutions, Inc. |
| 0.01% | — | #30 | $631,661 | 16,921 | $0 | 0 | +16,921 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #36 | $592,726 | 15,878 | $511,000 | 17,220 | -1,342-7.79% | Reduce |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #34 | $505,448 | 13,540 | $394,580 | 13,290 | +250+1.88% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #38 | $458,898 | 12,293 | $323,532 | 10,897 | +1,396+12.81% | Add |
| Johnson Financial Group, Inc. |
| 0.01% | 0.01% | #24 | $455,426 | 12,200 | $362,218 | 12,200 | 00.00% | Unchanged |
| Prospera Financial Services Inc |
| 0.01% | — | #31 | $391,917 | 10,499 | $0 | 0 | +10,499 | New Buy |
| Cedrus Wealth Group LLC |
| 0.21% | 1.83% | #10 | $242,197 | 6,488 | $1.6M | 55,437 | -48,949-88.30% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #39 | $39,830 | 1,080 | $0 | 0 | +1,080 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #40 | $10,788 | 289 | $0 | 0 | +289 | New Buy |
