| BlackRock, Inc. |
| <0.01% | <0.01% | #8 | $11.0M | 400,000 | $9.9M | 400,000 | 00.00% | Unchanged |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #6 | $2.2M | 81,394 | $2.1M | 84,983 | -3,589-4.22% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #7 | $2.2M | 78,850 | $599,596 | 24,184 | +54,666+226.04% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #4 | $1.1M | 38,200 | $971,890 | 39,200 | -1,000-2.55% | Reduce |
| Grantvest Financial Group LLC |
| 0.6% | 0.61% | #1 | $1.0M | 37,837 | $938,097 | 37,837 | 00.00% | Unchanged |
| Cypress Wealth Services, LLC |
| 0.04% | 0.04% | #2 | $344,659 | 12,510 | $310,162 | 12,510 | 00.00% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.01% | — | #3 | $257,902 | 9,361 | $0 | 0 | +9,361 | New Buy |
| OLD MISSION CAPITAL LLC |
| <0.01% | <0.01% | #5 | $222,802 | 8,087 | $205,881 | 8,304 | -217-2.61% | Reduce |