| Crumly & Associates Inc. |
| 4.01% | 4.15% | #1 | $21.0M | 641,780 | $19.8M | 609,624 | +32,156+5.27% | Add |
| Empire Financial Management Company, LLC |
| 1.74% | 0.97% | #2 | $4.4M | 134,489 | $4.3M | 133,031 | +1,458+1.10% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #6 | $2.1M | 64,470 | $2.1M | 65,818 | -1,348-2.05% | Reduce |
| Focus Partners Wealth |
| <0.01% | <0.01% | #9 | $471,850 | 14,450 | $462,813 | 14,281 | +169+1.18% | Add |
| National Philanthropic Trust |
| 0.01% | — | #5 | $359,172 | 11,000 | $0 | 0 | +11,000 | New Buy |
| Sequoia Financial Advisors, LLC |
| <0.01% | <0.01% | #7 | $333,248 | 10,206 | $330,733 | 10,206 | 00.00% | Unchanged |
| QUANTIFY CHAOS ADVISORS, LLC |
| 0.67% | 0.73% | #3 | $237,361 | 7,269 | $232,824 | 7,185 | +84+1.17% | Add |
| WealthCare Investment Partners, LLC |
| 0.05% | 0.06% | #4 | $219,296 | 6,716 | $211,832 | 6,623 | +93+1.40% | Add |
| AlphaCore Capital LLC |
| <0.01% | <0.01% | #8 | $54,884 | 1,681 | $54,470 | 1,681 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #10 | $36,200 | 1,104 | $34,569 | 1,104 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #11 | $6,334 | 194 | $5,574 | 172 | +22+12.79% | Add |
| MORGAN STANLEY |
| <0.01% | — | #12 | $49 | 1 | $0 | 0 | +1 | New Buy |
| FMR LLC |
| <0.01% | — | #13 | $33 | 1 | $0 | 0 | +1 | New Buy |
