| Texas Capital Bank Wealth Management Services Inc |
| 0.07% | 0.07% | #3 | $1.3M | 31,281 | $1.2M | 31,676 | -395-1.25% | Reduce |
| Astoria Portfolio Advisors LLC. |
| 0.2% | 0.22% | #2 | $1.2M | 29,150 | $1.1M | 26,974 | +2,176+8.07% | Add |
| Arax Advisory Partners |
| 0.01% | — | #5 | $1.1M | 27,390 | $0 | 0 | +27,390 | New Buy |
| Ankerstar Wealth, LLC |
| 0.73% | 0.97% | #1 | $870,082 | 21,687 | $918,059 | 24,500 | -2,813-11.48% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #9 | $632,973 | 15,777 | $0 | 0 | +15,777 | New Buy |
| J.W. COLE ADVISORS, INC. |
| 0.01% | — | #6 | $412,533 | 10,282 | $0 | 0 | +10,282 | New Buy |
| Americana Partners, LLC |
| 0.01% | 0.01% | #4 | $339,014 | 8,450 | $316,637 | 8,450 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #8 | $40,120 | 1,000 | $0 | 0 | +1,000 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #11 | $23,711 | 591 | $25,219 | 673 | -82-12.18% | Reduce |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #7 | $15,121 | 377 | $0 | 0 | +377 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #10 | $6,859 | 171 | $5,994 | 160 | +11+6.88% | Add |
| VANGUARD ADVISERS INC |
| <0.01% | <0.01% | #12 | $80 | 2 | $75 | 2 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #13 | $56 | 1 | $0 | 0 | +1 | New Buy |