| ZEGA Investments, LLC |
| 5.55% | 5.93% | #1 | $54.0M | 1.9M | $52.8M | 1.9M | +38,396+2.03% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #55 | $41.1M | 1.5M | $36.3M | 1.3M | +165,285+12.66% | Add |
| Concord Wealth Partners |
| 4.04% | 4.39% | #3 | $35.3M | 1.3M | $33.8M | 1.2M | +48,525+4.00% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #74 | $34.6M | 1.2M | $17.3M | 604,242 | +635,223+105.13% | Add |
| Concord Asset Management, LLC/VA |
| 5.13% | 5.38% | #2 | $33.1M | 1.2M | $31.8M | 1.1M | +42,378+3.71% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #60 | $28.8M | 1.0M | $27.3M | 981,896 | +49,360+5.03% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #65 | $28.6M | 1.0M | $24.9M | 896,062 | +128,415+14.33% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #77 | $17.1M | 613,243 | $18.6M | 666,803 | -53,560-8.03% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #69 | $16.6M | 592,897 | $20.0M | 718,719 | -125,822-17.51% | Reduce |
| Rathbones Group PLC |
| 0.04% | 0.05% | #41 | $12.2M | 436,000 | $12.1M | 436,000 | 00.00% | Unchanged |
| Advance Capital Management, Inc. |
| 0.37% | 0.39% | #16 | $11.5M | 410,330 | $10.4M | 372,995 | +37,335+10.01% | Add |
| Decker Wealth Management LLC |
| 2.23% | 2.65% | #5 | $10.5M | 375,667 | $11.7M | 419,463 | -43,796-10.44% | Reduce |
| Luken Investment Analytics, LLC |
| 2.89% | 3.49% | #4 | $8.3M | 296,160 | $9.1M | 327,861 | -31,701-9.67% | Reduce |
| OneAscent Financial Services LLC |
| 0.38% | 0.4% | #15 | $7.9M | 282,794 | $7.4M | 266,091 | +16,703+6.28% | Add |
| Equitable Holdings, Inc. |
| 0.04% | 0.04% | #42 | $7.4M | 265,148 | $6.5M | 226,926 | +38,222+16.84% | Add |
| Hedeker Wealth, LLC |
| 1.16% | 1.4% | #10 | $6.1M | 217,379 | $6.6M | 238,334 | -20,955-8.79% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #52 | $6.0M | 213,363 | $4.6M | 163,980 | +49,383+30.12% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #85 | $5.1M | 182,564 | $3.4M | 120,399 | +62,165+51.63% | Add |
| Farther Finance Advisors, LLC |
| 0.04% | <0.01% | #43 | $5.0M | 178,382 | $9,780 | 353 | +178,029+50,433.14% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #80 | $4.8M | 171,887 | $5.2M | 187,902 | -16,015-8.52% | Reduce |
| Auour Investments LLC |
| 1.19% | 0.93% | #9 | $4.2M | 148,579 | $2.9M | 105,845 | +42,734+40.37% | Add |
| OneAscent Wealth Management LLC |
| 1.24% | 1.4% | #7 | $4.1M | 148,273 | $4.2M | 152,287 | -4,014-2.64% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.06% | — | #37 | $3.9M | 139,938 | $0 | 0 | +139,938 | New Buy |
| Coppell Advisory Solutions LLC |
| 0.28% | — | #17 | $3.4M | 227,894 | $0 | 0 | +227,894 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | 0.01% | #64 | $3.3M | 116,837 | $5.3M | 191,233 | -74,396-38.90% | Reduce |
| Wealth Watch Advisors, INC |
| 0.96% | 0.73% | #12 | $3.0M | 107,230 | $1.7M | 62,508 | +44,722+71.55% | Add |
| ORBA Wealth Advisors, L.L.C. |
| 2.07% | 1.82% | #6 | $2.4M | 86,707 | $1.5M | 54,701 | +32,006+58.51% | Add |
| OneAscent Family Office, LLC |
| 1.22% | 1.08% | #8 | $2.4M | 86,560 | $1.6M | 55,738 | +30,822+55.30% | Add |
| Inspire Advisors, LLC |
| 0.15% | 0.35% | #25 | $2.1M | 76,555 | $4.3M | 153,528 | -76,973-50.14% | Reduce |
| SK Wealth Management, LLC |
| 0.45% | 1.08% | #13 | $2.0M | 71,958 | $3.9M | 140,337 | -68,379-48.72% | Reduce |
| Midwest Financial Network, LLC |
| 0.98% | 0.3% | #11 | $1.4M | 51,126 | $379,451 | 13,630 | +37,496+275.10% | Add |
| HighPoint Advisor Group LLC |
| 0.05% | 0.04% | #40 | $1.3M | 47,371 | $843,334 | 29,653 | +17,718+59.75% | Add |
| Savvy Advisors, Inc. |
| 0.03% | 0.03% | #46 | $1.3M | 44,766 | $1.3M | 44,938 | -172-0.38% | Reduce |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #71 | $1.2M | 44,278 | $1.0M | 36,874 | +7,404+20.08% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #78 | $1.2M | 43,414 | $1.1M | 38,814 | +4,600+11.85% | Add |
| Sharkey, Howes & Javer |
| 0.15% | 0.35% | #26 | $1.2M | 43,174 | $2.6M | 92,402 | -49,228-53.28% | Reduce |
| NewEdge Wealth, LLC |
| 0.01% | 0.02% | #53 | $1.2M | 42,872 | $1.3M | 46,648 | -3,776-8.09% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #90 | $1.1M | 41,084 | $1.7M | 62,189 | -21,105-33.94% | Reduce |
| Gotham Asset Management, LLC |
| <0.01% | <0.01% | #70 | $1.1M | 40,301 | $951,905 | 34,192 | +6,109+17.87% | Add |
| TORONTO DOMINION BANK |
| <0.01% | — | #76 | $1.1M | 39,766 | $0 | 0 | +39,766 | New Buy |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #63 | $1.0M | 36,835 | $1.0M | 36,803 | +32+0.09% | Add |
| Western Wealth Management, LLC |
| 0.03% | — | #44 | $988,564 | 35,369 | $0 | 0 | +35,369 | New Buy |
| L & S Advisors Inc |
| 0.1% | 0.22% | #30 | $974,480 | 34,865 | $963,463 | 34,607 | +258+0.75% | Add |
| Legacy Wealth Managment, LLC/ID |
| 0.4% | — | #14 | $969,309 | 34,680 | $0 | 0 | +34,680 | New Buy |
| SHEETS SMITH WEALTH MANAGEMENT |
| 0.09% | 0.1% | #31 | $936,716 | 33,514 | $854,243 | 30,684 | +2,830+9.22% | Add |
| Atria Investments, Inc |
| 0.01% | 0.01% | #56 | $913,294 | 32,676 | $985,202 | 35,388 | -2,712-7.66% | Reduce |
| Breakwater Investment Management |
| 0.27% | 0.08% | #18 | $800,628 | 28,645 | $216,874 | 7,790 | +20,855+267.72% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #95 | $785,619 | 28,108 | $237,364 | 8,526 | +19,582+229.67% | Add |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #73 | $744,661 | 26,643 | $757,896 | 27,223 | -580-2.13% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #88 | $647,043 | 23,150 | $779,938 | 28,015 | -4,865-17.37% | Reduce |
