| Heartland Bank & Trust Co |
| 10.05% | 10.84% | #1 | $48.6M | 1.1M | $48.0M | 1.1M | +19,734+1.77% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #22 | $15.3M | 357,618 | $12.3M | 285,193 | +72,425+25.40% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #35 | $12.6M | 295,025 | $0 | 0 | +295,025 | New Buy |
| Clarity Retirement & Wealth, LLC |
| 6.57% | 7.26% | #2 | $9.5M | 222,269 | $9.0M | 209,172 | +13,097+6.26% | Add |
| Advyzon Investment Management, LLC |
| 0.69% | 0.67% | #6 | $9.5M | 221,059 | $7.5M | 174,633 | +46,426+26.58% | Add |
| Anson Capital, Inc. |
| 6.11% | 6.04% | #3 | $9.4M | 219,198 | $8.8M | 205,210 | +13,988+6.82% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #30 | $7.8M | 182,826 | $12.5M | 290,645 | -107,819-37.10% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #28 | $3.2M | 75,566 | $3.1M | 71,402 | +4,164+5.83% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #38 | $3.1M | 72,888 | $2.2M | 50,525 | +22,363+44.26% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #24 | $3.0M | 69,944 | $3.1M | 71,366 | -1,422-1.99% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #27 | $2.9M | 68,303 | $2.8M | 64,818 | +3,485+5.38% | Add |
| Noble Wealth Management PBC |
| 1.21% | 1.24% | #4 | $2.7M | 63,036 | $2.5M | 57,090 | +5,946+10.42% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #29 | $2.7M | 62,641 | $2.4M | 56,753 | +5,888+10.37% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #34 | $2.2M | 51,395 | $913,132 | 21,305 | +30,090+141.23% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #49 | $2.1M | 49,620 | $933,236 | 21,683 | +27,937+128.84% | Add |
| Boston Partners |
| <0.01% | <0.01% | #31 | $2.1M | 49,364 | $2.1M | 49,317 | +47+0.10% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #47 | $1.7M | 40,652 | $2.0M | 45,335 | -4,683-10.33% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #51 | $1.6M | 38,360 | $0 | 0 | +38,360 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #54 | $1.6M | 36,029 | $1.5M | 33,987 | +2,042+6.01% | Add |
| IFP Advisors, Inc |
| 0.03% | 0.03% | #20 | $1.5M | 33,862 | $1.2M | 28,267 | +5,595+19.79% | Add |
| Bill Few Associates, Inc. |
| 0.3% | 0.33% | #7 | $1.4M | 33,323 | $1.4M | 32,430 | +893+2.75% | Add |
| Core Wealth Advisors, Inc. |
| 0.28% | 0.29% | #8 | $1.4M | 32,660 | $1.2M | 27,961 | +4,699+16.81% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #42 | $1.1M | 26,064 | $1.2M | 28,174 | -2,110-7.49% | Reduce |
| Davis Wealth Advisors, LLC |
| 0.73% | 0.85% | #5 | $942,901 | 22,015 | $1.0M | 23,642 | -1,627-6.88% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #23 | $848,334 | 19,807 | $939,870 | 21,837 | -2,030-9.30% | Reduce |
| TRUIST FINANCIAL CORP |
| <0.01% | — | #37 | $656,677 | 15,332 | $0 | 0 | +15,332 | New Buy |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.05% | — | #17 | $633,988 | 14,802 | $0 | 0 | +14,802 | New Buy |
| Peterson Wealth Advisors, LLC |
| 0.07% | 0.08% | #15 | $573,399 | 13,388 | $569,864 | 13,240 | +148+1.12% | Add |
| FMR LLC |
| <0.01% | <0.01% | #59 | $568,922 | 13,283 | $486,238 | 11,297 | +1,986+17.58% | Add |
| Trust Investment Advisors |
| 0.22% | 0.27% | #10 | $462,564 | 10,800 | $464,832 | 10,800 | 00.00% | Unchanged |
| Kovack Advisors, Inc. |
| 0.02% | 0.02% | #21 | $457,831 | 10,707 | $455,727 | 10,602 | +105+0.99% | Add |
| Private Capital Advisors, Inc. |
| 0.04% | 0.06% | #19 | $425,866 | 58,984 | $433,127 | 59,824 | -840-1.40% | Reduce |
| Clarity Asset Management, Inc. |
| 0.21% | 0.2% | #11 | $423,253 | 9,882 | $398,272 | 9,254 | +628+6.79% | Add |
| FORONJY FINANCIAL LLC |
| 0.15% | 0.12% | #13 | $414,485 | 9,677 | $284,341 | 6,606 | +3,071+46.49% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #53 | $408,213 | 9,531 | $301,969 | 7,016 | +2,515+35.85% | Add |
| Latitude Advisors, LLC |
| 0.16% | 0.17% | #12 | $399,686 | 9,332 | $363,438 | 8,444 | +888+10.52% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #50 | $399,643 | 9,331 | $397,951 | 9,246 | +85+0.92% | Add |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #39 | $377,118 | 8,805 | $379,000 | 8,805 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #55 | $370,000 | 8,631 | $329,000 | 7,642 | +989+12.94% | Add |
| Arkadios Wealth Advisors |
| 0.01% | 0.01% | #25 | $368,059 | 8,594 | $393,876 | 9,151 | -557-6.09% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #57 | $329,962 | 7,704 | $0 | 0 | +7,704 | New Buy |
| Virtus Wealth Solutions LLC |
| 0.04% | 0.06% | #18 | $320,226 | 7,477 | $324,406 | 7,537 | -60-0.80% | Reduce |
| Elevation Wealth Management LLC |
| 0.24% | 0.28% | #9 | $315,215 | 7,334 | $301,787 | 6,989 | +345+4.94% | Add |
| PLANNING DIRECTIONS INC |
| 0.13% | 0.14% | #14 | $287,479 | 6,712 | $286,055 | 6,646 | +66+0.99% | Add |
| Aurdan Capital Management, LLC |
| 0.06% | — | #16 | $235,008 | 5,487 | $0 | 0 | +5,487 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #33 | $186,096 | 4,345 | $186,770 | 4,345 | 00.00% | Unchanged |
| NATIONAL BANK OF CANADA /FI/ |
| <0.01% | — | #58 | $32,648 | 770 | $0 | 0 | +770 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #52 | $24,712 | 577 | $24,833 | 577 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #45 | $20,084 | 469 | $0 | 0 | +469 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #60 | $19,685 | 460 | $0 | 0 | +460 | New Buy |
