| Holder | Shares | % out | Change |
|---|---|---|---|
| MORGAN STANLEY | 9,460,935 | 5.5% | +369,392 |
| LPL Financial LLC | 8,069,411 | 4.7% | +416,628 |
| WELLS FARGO & COMPANY/MN | 7,710,697 | 4.4% | −166,180 |
| RAYMOND JAMES FINANCIAL INC | 6,639,357 | 3.8% | +430,782 |
| UBS Group AG | 4,710,692 | 2.7% | −100,480 |
| BANK OF AMERICA CORP /DE/ | 4,671,665 | 2.7% | +205,009 |
| Waverly Advisors, LLC | 4,637,273 | 2.7% | +4,608,994 |
| Lido Advisors, LLC | 4,562,494 | 2.6% | −359,205 |
| Invesco Ltd. | 3,829,782 | 2.2% | +298,037 |
| Clearstead Advisors, LLC | 3,274,980 | 1.9% | +19,713 |
| MAI Capital Management | 2,471,417 | 1.4% | +161,926 |
| Bluespring Wealth Management, LLC | 2,456,108 | 1.4% | +754,584 |
| Fusion Family Wealth, LLC | 2,288,259 | 1.3% | +41,158 |
| ROYAL BANK OF CANADA | 2,284,717 | 1.3% | +167,634 |
| TLWM | 1,647,457 | 1.0% | +30,106 |