| VANGUARD CAPITAL MANAGEMENT LLC | 322.8K | $916.7K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 206.7K | $587.1K | $66.2K | Added$418.5K |
| HAMILTON LANE ADVISORS LLC | 160.2K | $455K | $128.2K | Added$128.2K |
| D.A. DAVIDSON & CO. | 135.5K | $384.8K | $87.4K | Added$161.8K |
| GEODE CAPITAL MANAGEMENT, LLC | 119.4K | $339.1K | $82.3K | Added$129.2K |
| Icon Wealth Advisors, LLC | 108.4K | $261.1K | $40.1K | Added$40.1K |
| BlackRock, Inc. | 79.3K | $225.2K | $63.4K | Added$63.4K |
| MILLENNIUM MANAGEMENT LLC | 63.7K | $180.8K | $50.9K | Cut−$25 |
| OSAIC HOLDINGS, INC. | 63.4K | $179.9K | $50.7K | Added$50.7K |
| Sigma Planning Corp | 52.4K | $148.7K | $36.3K | Added$56.2K |
| VANGUARD FIDUCIARY TRUST CO | 48.5K | $137.6K | — | Held |
| RAYMOND JAMES FINANCIAL INC | 39K | $110.8K | $31.2K | Added$31.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37K | $105.2K | — | New |
| UBS Group AG | 33.8K | $96.1K | $10.9K | Added$68.3K |
| NORTHERN TRUST CORP | 28.2K | $80K | $22.5K | Added$22.5K |
| Trinity Legacy Partners, LLC | 23.2K | $76.4K | $29.2K | Added$29.2K |
| State Street | 23.2K | $65.8K | $18.5K | Added$18.5K |
| Uncommon Cents Investing LLC | 18.2K | $51.7K | $14.6K | Added$14.6K |
| Mariner, LLC | 18.1K | $51.3K | $14.5K | Added$14.5K |
| Prospera Financial Services Inc | 17.5K | $49.7K | — | New |
| PATRON PARTNERS, LLC | 15K | $42.6K | $11.2K | Added$14K |
| TWO SIGMA INVESTMENTS, LP | 13.6K | $38.7K | $10.9K | Added$10.9K |
| Westend Capital Management, LLC | 13K | $36.9K | — | New |
| TFO Wealth Partners, LLC | 11.9K | $33.7K | $9.49K | Added$9.49K |
| NATIONAL BANK OF CANADA /FI/ | 10.8K | $30.5K | $8.92K | Added$8.62K |
| Compass Ion Advisors, LLC | 10.2K | $28.9K | $8.13K | Added$8.13K |
| MATRIX ASSET ADVISORS INC/NY | 10K | $28.4K | $8K | Added$8K |
| MORGAN STANLEY | 6.08K | $17.3K | $4.87K | Added$3.67K |
| Avalon Trust Co | 4.3K | $12.2K | $3.44K | Added$3.44K |
| Vanguard Global Advisers, LLC | 1.97K | $5.59K | — | Held |
| ROYAL BANK OF CANADA | 1.68K | $4K | −$174 | Added$2K |
| Tower Research Capital LLC (TRC) | 1.3K | $3.7K | $1.04K | Cut−$4.96K |
| FIFTH THIRD BANCORP | 1.3K | $3.69K | $1.04K | Added$1.04K |
| Graney & King, LLC | 750 | $2.13K | $600 | Added$600 |
| Smartleaf Asset Management LLC | 345 | $949 | $225 | Added$225 |
| Wealth Preservation Advisors, LLC | 250 | $710 | $200 | Added$200 |
| QUADRANT CAPITAL GROUP LLC | 210 | $597 | $168 | Added$168 |
| Clearstead Advisors, LLC | 100 | $284 | $80 | Added$80 |
| JPMORGAN CHASE & CO | 58 | $160 | $42 | Added$42 |
| Blue Trust, Inc. | 50 | $142 | $40 | Added$40 |
| FIRST COMMUNITY TRUST NA | 50 | $142 | $40 | Added$40 |
| JONES FINANCIAL COMPANIES LLLP | 40 | $118 | — | New |
| SENTINEL TRUST CO LBA | 40.1K | $114 | $32 | Added$32 |
| First Pacific Financial | 30 | $86 | — | New |
| Rockefeller Capital Management L.P. | 10 | $28 | $8 | Cut−$615 |
| Optiver Holding B.V. | 2 | $6 | $2 | Added$2 |
| CITIGROUP INC | 1 | $3 | — | New |