| Holder | Shares | % out | Change |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 5,308,794 | 30.6% | −171,723 |
| NewEdge Wealth, LLC | 2,180,278 | 12.6% | −412,472 |
| ALTFEST L J & CO INC | 1,231,070 | 7.1% | −501,702 |
| Goldstone Financial Group, LLC | 797,939 | 4.6% | +502,384 |
| UBS Group AG | 707,749 | 4.1% | +44,089 |
| NewEdge Advisors, LLC | 583,348 | 3.4% | — |
| MML INVESTORS SERVICES, LLC | 485,219 | 2.8% | +105,498 |
| ENVESTNET ASSET MANAGEMENT INC | 475,621 | 2.7% | −12,440 |
| Angel Oak Capital Advisors, LLC | 374,667 | 2.2% | −360,051 |
| Embree Financial Group | 245,916 | 1.4% | +28,711 |
| PATTEN & PATTEN INC/TN | 241,577 | 1.4% | −1,668 |
| GOLDMAN SACHS GROUP INC | 178,705 | 1.0% | — |
| LPL Financial LLC | 172,028 | 1.0% | −39,591 |
| J. Team Financial, Inc. | 157,482 | 0.9% | −2,535 |
| RFG Advisory, LLC | 146,457 | 0.8% | +10,985 |