| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
| 0.1% | 0.11% | #2 | $5.6M | 147,944 | $5.6M | 150,069 | -2,125-1.42% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #8 | $1.1M | 29,242 | $777,041 | 20,968 | +8,274+39.46% | Add |
| Wealthspire Advisors, LLC |
| <0.01% | — | #4 | $796,214 | 20,885 | $0 | 0 | +20,885 | New Buy |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #5 | $707,067 | 18,547 | $1.1M | 28,685 | -10,138-35.34% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.03% | 0.04% | #3 | $475,437 | 12,471 | $504,135 | 13,604 | -1,133-8.33% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #9 | $297,855 | 7,813 | $282,938 | 7,635 | +178+2.33% | Add |
| BXM Wealth LLC |
| 0.11% | — | #1 | $200,145 | 5,250 | $0 | 0 | +5,250 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #7 | $39,271 | 1,030 | $36,222 | 977 | +53+5.42% | Add |
| Rossmore Private Capital |
| <0.01% | <0.01% | #6 | $15,630 | 410 | $15,194 | 410 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #10 | $734 | 19 | $810 | 18 | +1+5.56% | Add |