| OneAscent Financial Services LLC |
| 0.2% | 0.17% | #2 | $4.2M | 145,632 | $3.1M | 133,148 | +12,484+9.38% | Add |
| Valmark Advisers, Inc. |
| 0.02% | 0.02% | #7 | $2.2M | 77,447 | $1.7M | 71,785 | +5,662+7.89% | Add |
| PAX Financial Group, LLC |
| 0.24% | 0.22% | #1 | $1.6M | 56,976 | $1.3M | 56,181 | +795+1.42% | Add |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
| 0.07% | 0.07% | #4 | $985,912 | 34,316 | $722,751 | 30,966 | +3,350+10.82% | Add |
| First Heartland Consultants, Inc. |
| 0.05% | 0.04% | #6 | $746,319 | 25,977 | $583,057 | 24,981 | +996+3.99% | Add |
| Whitaker-Myers Wealth Managers, LTD. |
| 0.08% | 0.07% | #3 | $473,959 | 16,497 | $350,567 | 15,020 | +1,477+9.83% | Add |
| EverSource Wealth Advisors, LLC |
| 0.02% | 0.02% | #8 | $448,619 | 15,615 | $499,942 | 21,420 | -5,805-27.10% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #12 | $335,279 | 11,670 | $219,000 | 9,404 | +2,266+24.10% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #13 | $298,944 | 10,406 | $2,075 | 89 | +10,317+11,592.13% | Add |
| Independent Advisor Alliance |
| 0.01% | — | #10 | $228,001 | 7,936 | $0 | 0 | +7,936 | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.01% | 0.01% | #9 | $148,734 | 5,177 | $107,501 | 4,606 | +571+12.40% | Add |
| Values First Advisors, Inc. |
| 0.07% | 0.02% | #5 | $144,736 | 5,038 | $39,493 | 1,692 | +3,346+197.75% | Add |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #11 | $57,087 | 1,987 | $46,377 | 1,987 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | — | #15 | $51,764 | 1,831 | $0 | 0 | +1,831 | New Buy |
| Aptus Capital Advisors, LLC |
| <0.01% | — | #14 | $6,206 | 216 | $0 | 0 | +216 | New Buy |
