| KFG WEALTH MANAGEMENT, LLC |
| 2.37% | 2.45% | #1 | $21.0M | 760,896 | $19.0M | 755,158 | +5,738+0.76% | Add |
| Uniting Wealth Partners, LLC |
| 2.35% | 2.68% | #2 | $11.6M | 419,949 | $12.6M | 501,497 | -81,548-16.26% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.03% | 0.01% | #6 | $4.8M | 174,545 | $1.1M | 45,458 | +129,087+283.97% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 0.18% | 0.07% | #5 | $3.2M | 115,498 | $1.1M | 43,302 | +72,196+166.73% | Add |
| Bright Futures Wealth Management, LLC. |
| 1.05% | — | #3 | $1.6M | 58,752 | $0 | 0 | +58,752 | New Buy |
| 6th Street Advisors, LLC |
| 0.48% | — | #4 | $831,978 | 30,166 | $0 | 0 | +30,166 | New Buy |
| Cyndeo Wealth Partners, LLC |
| 0.01% | 0.01% | #7 | $275,800 | 10,000 | $251,027 | 10,000 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #8 | $30,145 | 1,093 | $38,885 | 1,549 | -456-29.44% | Reduce |
