| Stonebrook Private Inc. |
| 2.65% | 2.56% | #1 | $14.5M | 395,591 | $12.0M | 391,722 | +3,869+0.99% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #8 | $7.3M | 200,000 | $6.1M | 200,000 | 00.00% | Unchanged |
| EQ LLC |
| 1.15% | 1.03% | #2 | $4.7M | 127,661 | $3.7M | 119,023 | +8,638+7.26% | Add |
| Concurrent Investment Advisors, LLC |
| 0.03% | 0.03% | #6 | $3.3M | 89,958 | $2.9M | 94,946 | -4,988-5.25% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #7 | $2.0M | 53,442 | $977,167 | 31,832 | +21,610+67.89% | Add |
| BCU Wealth Advisors, LLC |
| 0.39% | — | #3 | $1.2M | 32,071 | $0 | 0 | +32,071 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #9 | $554,080 | 15,101 | $0 | 0 | +15,101 | New Buy |
| Spectrum Planning & Advisory Services Inc. |
| 0.15% | 0.19% | #5 | $332,359 | 9,058 | $390,208 | 12,711 | -3,653-28.74% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #10 | $308,723 | 8,414 | $0 | 0 | +8,414 | New Buy |
| Imprint Wealth LLC |
| 0.36% | 0.36% | #4 | $88,353 | 2,408 | $78,894 | 2,570 | -162-6.30% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | — | #11 | $6,013 | 166 | $0 | 0 | +166 | New Buy |