| Crestwood Advisors Group, LLC |
| 2.05% | 1.99% | #9 | $138.1M | 3.0M | $118.1M | 2.8M | +162,155+5.74% | Add |
| NOVARE CAPITAL MANAGEMENT LLC |
| 2.47% | 2.66% | #7 | $34.8M | 751,418 | $33.6M | 804,077 | -52,659-6.55% | Reduce |
| Watchman Group, Inc. |
| 7.73% | 7.28% | #2 | $34.6M | 748,065 | $30.1M | 719,058 | +29,007+4.03% | Add |
| Newman Dignan & Sheerar, Inc. |
| 6.34% | 6.21% | #3 | $33.1M | 716,462 | $29.5M | 705,983 | +10,479+1.48% | Add |
| Jacobi Capital Management LLC |
| 1.52% | 1.44% | #10 | $31.1M | 672,436 | $25.8M | 615,985 | +56,451+9.16% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #43 | $24.1M | 523,897 | $13.6M | 334,020 | +189,877+56.85% | Add |
| EverSource Wealth Advisors, LLC |
| 0.66% | 0.64% | #15 | $19.7M | 425,032 | $20.9M | 500,722 | -75,690-15.12% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.03% | — | #30 | $19.3M | 416,432 | $0 | 0 | +416,432 | New Buy |
| FULTON BANK, N.A. |
| 0.9% | 0.32% | #13 | $16.5M | 356,192 | $14.9M | 356,192 | 00.00% | Unchanged |
| ACIMA PRIVATE WEALTH, LLC |
| 4.2% | 3.65% | #5 | $14.5M | 312,859 | $11.6M | 278,202 | +34,657+12.46% | Add |
| Clarion Wealth Managment Partners, LLC |
| 10.68% | 9.53% | #1 | $13.2M | 285,970 | $10.5M | 251,482 | +34,488+13.71% | Add |
| Old Port Advisors |
| 2.48% | 2.39% | #6 | $12.6M | 271,695 | $10.4M | 248,497 | +23,198+9.34% | Add |
| CROBAN |
| 4.97% | 4.78% | #4 | $11.3M | 243,828 | $10.2M | 243,118 | +710+0.29% | Add |
| FORTEM FINANCIAL GROUP, LLC |
| 2.06% | 2.25% | #8 | $10.1M | 218,501 | $9.0M | 214,425 | +4,076+1.90% | Add |
| Gibraltar Capital Management, Inc. |
| 1.44% | 1.34% | #11 | $9.3M | 201,823 | $7.8M | 186,561 | +15,262+8.18% | Add |
| ATWOOD & PALMER INC |
| 0.44% | 0.48% | #17 | $8.2M | 178,279 | $8.5M | 204,495 | -26,216-12.82% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #35 | $6.1M | 132,129 | $4.5M | 107,528 | +24,601+22.88% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #41 | $6.1M | 131,747 | $5.4M | 129,147 | +2,600+2.01% | Add |
| TRUSTMARK BANK TRUST DEPARTMENT |
| 0.33% | 0.41% | #18 | $5.5M | 119,457 | $6.4M | 153,938 | -34,481-22.40% | Reduce |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
| 1.3% | — | #12 | $5.1M | 110,158 | $0 | 0 | +110,158 | New Buy |
| Farther Finance Advisors, LLC |
| 0.03% | 0.04% | #29 | $4.3M | 92,321 | $3.8M | 90,031 | +2,290+2.54% | Add |
| Atlantic Edge Private Wealth Management, LLC |
| 0.79% | 0.86% | #14 | $3.9M | 83,531 | $3.5M | 84,176 | -645-0.77% | Reduce |
| Advisory Services Network, LLC |
| 0.04% | 0.04% | #28 | $3.4M | 73,694 | $3.2M | 77,087 | -3,393-4.40% | Reduce |
| Applied Finance Capital Management, LLC |
| 0.24% | 0.22% | #20 | $3.3M | 70,827 | $3.0M | 70,827 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #48 | $2.3M | 48,656 | $1.7M | 41,733 | +6,923+16.59% | Add |
| Tidal Investments LLC |
| <0.01% | <0.01% | #39 | $2.0M | 43,126 | $1.3M | 32,249 | +10,877+33.73% | Add |
| OPPENHEIMER & CO INC |
| 0.02% | 0.02% | #34 | $1.7M | 36,996 | $1.8M | 43,777 | -6,781-15.49% | Reduce |
| Accurate Wealth Management, LLC |
| 0.16% | 0.12% | #22 | $1.7M | 34,873 | $1.0M | 23,773 | +11,100+46.69% | Add |
| TECTONIC ADVISORS LLC |
| 0.07% | 0.06% | #25 | $1.4M | 29,362 | $1.2M | 29,045 | +317+1.09% | Add |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #42 | $1.2M | 25,337 | $1.2M | 27,854 | -2,517-9.04% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #50 | $1.1M | 22,945 | $838,207 | 20,048 | +2,897+14.45% | Add |
| BankPlus Trust Department |
| 0.22% | 0.23% | #21 | $933,250 | 20,180 | $843,726 | 20,180 | 00.00% | Unchanged |
| OneAscent Family Office, LLC |
| 0.44% | 0.63% | #16 | $878,043 | 18,986 | $901,679 | 21,566 | -2,580-11.96% | Reduce |
| Confluence Wealth Services, Inc. |
| 0.02% | 0.03% | #33 | $781,748 | 16,904 | $664,779 | 15,900 | +1,004+6.31% | Add |
| PRIVATE TRUST CO NA |
| 0.06% | 0.06% | #26 | $737,582 | 15,949 | $666,828 | 15,949 | 00.00% | Unchanged |
| InTrack Investment Management Inc |
| 0.33% | 0.41% | #19 | $662,861 | 14,333 | $711,660 | 17,021 | -2,688-15.79% | Reduce |
| HRT FINANCIAL LP |
| <0.01% | — | #44 | $622,568 | 13,462 | $0 | 0 | +13,462 | New Buy |
| CIBC WORLD MARKET INC. |
| <0.01% | <0.01% | #46 | $560,181 | 12,113 | $514,807 | 12,313 | -200-1.62% | Reduce |
| GTS SECURITIES LLC |
| 0.01% | — | #36 | $530,719 | 11,476 | $0 | 0 | +11,476 | New Buy |
| MGO ONE SEVEN LLC |
| 0.01% | 0.01% | #37 | $457,342 | 9,889 | $391,687 | 9,368 | +521+5.56% | Add |
| BROWN BROTHERS HARRIMAN & CO |
| <0.01% | — | #40 | $409,141 | 8,847 | $0 | 0 | +8,847 | New Buy |
| Plan A Wealth LLC |
| 0.16% | 0.16% | #23 | $367,011 | 7,936 | $338,410 | 8,094 | -158-1.95% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #49 | $364,698 | 7,886 | $329,297 | 7,876 | +10+0.13% | Add |
| Mayflower Financial Advisors, LLC |
| 0.03% | — | #32 | $328,025 | 7,093 | $0 | 0 | +7,093 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | — | #53 | $302,081 | 6,532 | $0 | 0 | +6,532 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #54 | $284,923 | 6,161 | $0 | 0 | +6,161 | New Buy |
| SMITH SHELLNUT WILSON LLC /ADV |
| 0.1% | — | #24 | $272,622 | 5,895 | $0 | 0 | +5,895 | New Buy |
| Auxano Advisors, LLC |
| 0.05% | 0.05% | #27 | $249,638 | 5,398 | $225,691 | 5,398 | 00.00% | Unchanged |
| J.P. Marvel Investment Advisors, LLC |
| 0.03% | — | #31 | $232,989 | 5,038 | $0 | 0 | +5,038 | New Buy |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | — | #45 | $208,016 | 4,498 | $0 | 0 | +4,498 | New Buy |
