| Redwood Wealth Management Group, LLC |
| 0.99% | 1.01% | #2 | $2.3M | 2.3M | $2.3M | 2.3M | 00.00% | Unchanged |
| Jackson Wealth Management, LLC |
| 0.14% | 0.13% | #5 | $1.3M | 1.3M | $1.3M | 1.3M | 00.00% | Unchanged |
| Price Financial Group Wealth Management, Inc |
| 20.51% | — | #1 | $1.2M | 1.2M | $0 | 0 | +1.2M | New Buy |
| Wealthspire Advisors, LLC |
| 0.01% | — | #9 | $1.0M | 1.0M | $0 | 0 | +1.0M | New Buy |
| Game Plan Financial Advisors, LLC |
| 0.37% | 1.45% | #4 | $1.0M | 1.0M | $3.2M | 3.2M | -2.2M-68.94% | Reduce |
| Point Nemo Capital, LLC |
| 0.41% | — | #3 | $800,804 | 800,804 | $0 | 0 | +800,804 | New Buy |
| Vermillion Wealth Management, Inc. |
| 0.03% | — | #7 | $111,506 | 111,506 | $0 | 0 | +111,506 | New Buy |
| Westside Investment Management, Inc. |
| 0.01% | 0.06% | #8 | $111,085 | 111,085 | $397,144 | 397,144 | -286,059-72.03% | Reduce |
| Fortune Financial Group, Inc. |
| 0.04% | — | #6 | $52,619 | 52,619 | $0 | 0 | +52,619 | New Buy |
