| Holder | Shares | % out | Change |
|---|---|---|---|
| Lido Advisors, LLC | 54,893,698 | 23.5% | −15,798,227 |
| MORGAN STANLEY | 10,263,779 | 4.4% | −46,953 |
| UBS Group AG | 7,688,698 | 3.3% | −541,911 |
| LPL Financial LLC | 7,504,308 | 3.2% | +333,316 |
| WELLS FARGO & COMPANY/MN | 7,083,981 | 3.0% | −200,105 |
| RAYMOND JAMES FINANCIAL INC | 6,235,176 | 2.7% | +199,042 |
| BANK OF AMERICA CORP /DE/ | 5,750,292 | 2.5% | +161,792 |
| Invesco Ltd. | 4,001,961 | 1.7% | +308,448 |
| MAI Capital Management | 3,152,593 | 1.3% | +97,031 |
| Bluespring Wealth Management, LLC | 2,704,348 | 1.2% | +789,845 |
| ROYAL BANK OF CANADA | 2,619,846 | 1.1% | +229,507 |
| MML INVESTORS SERVICES, LLC | 2,188,800 | 0.9% | +380,511 |
| Avior Wealth Management, LLC | 2,165,477 | 0.9% | −36,889 |
| DAVIS R M INC | 1,794,655 | 0.8% | +68,861 |
| OSAIC HOLDINGS, INC. | 1,603,181 | 0.7% | +291,689 |