| LPL Financial LLC |
| <0.01% | <0.01% | #29 | $9.7M | 54,996 | $8.3M | 54,963 | +33+0.06% | Add |
| Olde Wealth Management, LLC |
| 1.62% | 1.59% | #1 | $5.7M | 32,604 | $5.0M | 33,184 | -580-1.75% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #40 | $4.0M | 22,641 | $2.9M | 19,013 | +3,628+19.08% | Add |
| FIRST UNITED BANK & TRUST |
| 0.87% | 0.93% | #2 | $3.0M | 17,299 | $2.9M | 18,930 | -1,631-8.62% | Reduce |
| RVW Wealth, LLC |
| 0.19% | 0.19% | #9 | $2.8M | 16,058 | $2.4M | 16,049 | +9+0.06% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #45 | $2.4M | 13,766 | $3.1M | 19,929 | -6,163-30.92% | Reduce |
| Monument Group Wealth Advisors, LLC |
| 0.8% | 0.2% | #3 | $1.7M | 9,630 | $360,837 | 2,378 | +7,252+304.96% | Add |
| Roof Eidam Maycock Peralta, LLC |
| 0.31% | 0.31% | #7 | $1.6M | 9,034 | $1.4M | 9,034 | 00.00% | Unchanged |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #43 | $1.4M | 7,858 | $2.1M | 13,608 | -5,750-42.25% | Reduce |
| SGL Investment Advisors, Inc. |
| 0.43% | 0.44% | #5 | $1.2M | 6,827 | $1.2M | 6,945 | -118-1.70% | Reduce |
| Horizon Investments, LLC |
| 0.01% | 0.02% | #19 | $1.1M | 6,155 | $1.9M | 12,560 | -6,405-51.00% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.06% | 0.05% | #15 | $1.1M | 6,155 | $972,013 | 6,135 | +20+0.33% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #28 | $1.1M | 6,052 | $918,000 | 6,051 | +1+0.02% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #33 | $989,170 | 5,627 | $923,110 | 6,084 | -457-7.51% | Reduce |
| Well Done, LLC |
| 0.12% | 0.12% | #10 | $907,780 | 5,164 | $783,586 | 5,164 | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #50 | $820,060 | 4,665 | $721,827 | 4,757 | -92-1.93% | Reduce |
| Curry Webb Wealth Management LLC |
| 0.33% | 0.32% | #6 | $787,482 | 4,480 | $676,351 | 4,457 | +23+0.52% | Add |
| Parallel Advisors, LLC |
| 0.01% | 0.01% | #17 | $787,012 | 4,477 | $679,340 | 4,477 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #42 | $773,950 | 4,403 | $700,819 | 4,619 | -216-4.68% | Reduce |
| Gilbert Capital Group, Inc. |
| 0.53% | 0.52% | #4 | $755,018 | 4,295 | $679,188 | 4,476 | -181-4.04% | Reduce |
| GREAT VALLEY ADVISOR GROUP, INC. |
| 0.01% | 0.01% | #20 | $703,000 | 4,000 | $607,000 | 4,000 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #44 | $637,671 | 3,627 | $558,733 | 3,682 | -55-1.49% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #38 | $624,293 | 3,551 | $538,837 | 3,551 | 00.00% | Unchanged |
| FMR LLC |
| <0.01% | <0.01% | #52 | $620,796 | 3,531 | $278,255 | 1,834 | +1,697+92.53% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #37 | $607,897 | 3,458 | $497,570 | 3,279 | +179+5.46% | Add |
| EP Wealth Advisors, LLC |
| <0.01% | <0.01% | #30 | $537,917 | 3,060 | $464,324 | 3,060 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #49 | $489,048 | 2,782 | $2.0M | 13,401 | -10,619-79.24% | Reduce |
| INTERACTIVE FINANCIAL ADVISORS, INC. |
| 0.29% | 0.33% | #8 | $468,530 | 2,702 | $506,356 | 3,337 | -635-19.03% | Reduce |
| Private Advisor Group, LLC |
| <0.01% | — | #31 | $406,777 | 2,314 | $0 | 0 | +2,314 | New Buy |
| Dynamic Advisor Solutions LLC |
| 0.01% | 0.01% | #18 | $402,032 | 2,287 | $342,629 | 2,258 | +29+1.28% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #51 | $376,191 | 2,140 | $324,724 | 2,140 | 00.00% | Unchanged |
| NovaPoint Capital, LLC |
| 0.08% | — | #13 | $364,413 | 2,073 | $0 | 0 | +2,073 | New Buy |
| Advisory Services Network, LLC |
| <0.01% | <0.01% | #24 | $358,260 | 2,038 | $263,572 | 1,737 | +301+17.33% | Add |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #41 | $316,422 | 1,800 | $273,132 | 1,800 | 00.00% | Unchanged |
| Milestone Investment Advisors LLC |
| 0.07% | 0.06% | #14 | $306,402 | 1,743 | $267,518 | 1,763 | -20-1.13% | Reduce |
| Empire Financial Management Company, LLC |
| 0.1% | 0.05% | #11 | $259,114 | 1,474 | $229,734 | 1,514 | -40-2.64% | Reduce |
| Values Added Financial LLC |
| 0.08% | — | #12 | $223,253 | 1,270 | $0 | 0 | +1,270 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #36 | $212,354 | 1,208 | $0 | 0 | +1,208 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #27 | $167,001 | 950 | $0 | 0 | +950 | New Buy |
| Caldwell Trust Co |
| 0.01% | 0.01% | #23 | $69,437 | 395 | $59,937 | 395 | 00.00% | Unchanged |
| Go Invest LLC |
| 0.02% | — | #16 | $68,651 | 391 | $0 | 0 | +391 | New Buy |
| Ameritas Investment Partners, Inc. |
| <0.01% | <0.01% | #32 | $65,921 | 375 | $56,903 | 375 | 00.00% | Unchanged |
| Wealth Enhancement Trust Services, Inc. |
| 0.01% | 0.01% | #22 | $62,033 | 392 | $59,482 | 392 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #39 | $60,256 | 343 | $44,770 | 293 | +50+17.06% | Add |
| CVA Family Office, LLC |
| <0.01% | <0.01% | #25 | $39,553 | 225 | $34,142 | 225 | 00.00% | Unchanged |
| TOMPKINS FINANCIAL CORP |
| <0.01% | <0.01% | #26 | $38,146 | 217 | $32,928 | 217 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #35 | $32,587 | 186 | $27,564 | 186 | 00.00% | Unchanged |
| VANGUARD ADVISERS INC |
| <0.01% | <0.01% | #46 | $30,060 | 171 | $25,948 | 171 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #47 | $20,216 | 115 | $17,450 | 115 | 00.00% | Unchanged |
| Sunrise Financial Services, LLC |
| 0.01% | 0.01% | #21 | $15,997 | 91 | $13,808 | 91 | 00.00% | Unchanged |
