| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #14 | $74.2M | 2.5M | $66.5M | 2.2M | +277,775+12.69% | Add |
| SAGESPRING WEALTH PARTNERS, LLC |
| 0.96% | 1.03% | #2 | $62.3M | 2.1M | $56.7M | 1.8M | +256,519+14.14% | Add |
| UNIQUE WEALTH, LLC |
| 0.69% | 0.75% | #4 | $5.9M | 196,100 | $5.4M | 173,945 | +22,155+12.74% | Add |
| Centerline Wealth Advisors, LLC |
| 1.45% | 1.64% | #1 | $4.6M | 153,324 | $4.6M | 146,262 | +7,062+4.83% | Add |
| Dynasty Wealth Management, LLC |
| 0.03% | 0.64% | #10 | $3.5M | 115,019 | $73.9M | 2.4M | -2.3M-95.14% | Reduce |
| Storen Legacy Partners, LLC |
| 0.86% | 0.89% | #3 | $3.1M | 104,647 | $2.9M | 91,339 | +13,308+14.57% | Add |
| OpenArc Corporate Advisory, LLC |
| 0.04% | 0.03% | #9 | $3.1M | 102,819 | $2.3M | 72,960 | +29,859+40.93% | Add |
| Tradition Wealth Management, LLC |
| 0.13% | 0.16% | #6 | $2.1M | 71,095 | $2.2M | 70,135 | +960+1.37% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.06% | 0.07% | #8 | $1.3M | 43,961 | $1.3M | 40,500 | +3,461+8.55% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #16 | $678,516 | 22,550 | $0 | 0 | +22,550 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #17 | $619,515 | 20,586 | $576,048 | 18,446 | +2,140+11.60% | Add |
| Virtu Financial LLC |
| 0.01% | — | #11 | $475,937 | 15,815 | $0 | 0 | +15,815 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #18 | $437,296 | 14,531 | $0 | 0 | +14,531 | New Buy |
| Fairvoy Private Wealth, LLC |
| 0.07% | 0.08% | #7 | $361,002 | 11,996 | $322,470 | 10,326 | +1,670+16.17% | Add |
| PUREfi Wealth, LLC |
| 0.16% | 0.21% | #5 | $291,504 | 9,686 | $313,238 | 10,030 | -344-3.43% | Reduce |
| Quotient Wealth Partners, LLC |
| 0.01% | 0.01% | #12 | $280,326 | 9,315 | $261,230 | 8,365 | +950+11.36% | Add |
| Geneos Wealth Management Inc. |
| <0.01% | 0.01% | #13 | $222,124 | 7,382 | $230,540 | 7,382 | 00.00% | Unchanged |
| Global Retirement Partners, LLC |
| <0.01% | — | #15 | $62,144 | 2,065 | $0 | 0 | +2,065 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #21 | $19,070 | 633 | $29,300 | 1,018 | -385-37.82% | Reduce |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #19 | $1,144 | 38 | $1,187 | 38 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #20 | $1,088 | 36 | $1,142 | 36 | 00.00% | Unchanged |
