| WealthPlan Investment Management, LLC |
| 2.55% | 2.9% | #1 | $51.4M | 944,860 | $52.1M | 1.0M | -101,241-9.68% | Reduce |
| WealthPLAN Partners, LLC |
| 1.94% | 1.76% | #2 | $10.2M | 186,413 | $9.1M | 182,749 | +3,664+2.00% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.04% | 0.03% | #4 | $6.9M | 126,825 | $5.8M | 116,038 | +10,787+9.30% | Add |
| CWC Advisors, LLC. |
| 0.64% | — | #3 | $1.4M | 26,545 | $0 | 0 | +26,545 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #5 | $662,493 | 12,167 | $337,791 | 6,785 | +5,382+79.32% | Add |
| Composition Wealth, LLC |
| <0.01% | — | #6 | $200,104 | 3,675 | $0 | 0 | +3,675 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #7 | $27,334 | 502 | $8,862 | 178 | +324+182.02% | Add |
