| LIBERTY WEALTH MANAGEMENT LLC |
| 0.63% | 0.63% | #1 | $5.1M | 470,399 | $5.1M | 470,399 | 00.00% | Unchanged |
| Wealthspire Advisors, LLC |
| 0.01% | — | #6 | $2.5M | 225,648 | $0 | 0 | +225,648 | New Buy |
| CONNORS INVESTOR SERVICES INC |
| 0.05% | 0.05% | #3 | $623,508 | 57,413 | $553,936 | 51,386 | +6,027+11.73% | Add |
| Redwood Wealth Management Group, LLC |
| 0.23% | 0.23% | #2 | $532,966 | 49,440 | $532,966 | 49,440 | 00.00% | Unchanged |
| Ethos Financial Group, LLC |
| 0.03% | — | #5 | $501,407 | 46,817 | $0 | 0 | +46,817 | New Buy |
| Grey Ledge Advisors, LLC |
| 0.05% | — | #4 | $266,456 | 24,536 | $0 | 0 | +24,536 | New Buy |
| FIRST MERCHANTS CORP |
| 0.01% | 0.01% | #8 | $158,447 | 14,698 | $158,447 | 14,698 | 00.00% | Unchanged |
| Financial Gravity Companies, Inc. |
| 0.01% | — | #7 | $65,775 | 6,057 | $0 | 0 | +6,057 | New Buy |
