| HighTower Advisors, LLC |
| <0.01% | <0.01% | #5 | $2.0M | 78,018 | $1.9M | 72,758 | +5,260+7.23% | Add |
| DAVENPORT & Co LLC |
| 0.01% | <0.01% | #3 | $1.0M | 39,824 | $228,902 | 8,991 | +30,833+342.93% | Add |
| Treasure Coast Financial Planning |
| 0.39% | 0.49% | #2 | $809,193 | 31,640 | $945,216 | 37,127 | -5,487-14.78% | Reduce |
| Gilbert Capital Group, Inc. |
| 0.4% | — | #1 | $572,317 | 22,378 | $0 | 0 | +22,378 | New Buy |
| Creative Planning |
| <0.01% | <0.01% | #6 | $401,528 | 15,700 | $399,706 | 15,700 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #4 | $393,292 | 15,377 | $340,380 | 13,370 | +2,007+15.01% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #8 | $293,192 | 11,464 | $0 | 0 | +11,464 | New Buy |
| SHP Wealth Management |
| <0.01% | — | #7 | $725 | 28 | $0 | 0 | +28 | New Buy |