| SMI Advisory Services, LLC |
| 36.64% | 35.17% | #1 | $226.1M | 7.6M | $213.5M | 7.7M | -12,295-0.16% | Reduce |
| EverSource Wealth Advisors, LLC |
| 0.54% | 0.42% | #2 | $15.9M | 540,869 | $13.8M | 499,446 | +41,423+8.29% | Add |
| Jacobi Capital Management LLC |
| 0.09% | 0.05% | #6 | $1.8M | 60,534 | $847,598 | 30,698 | +29,836+97.19% | Add |
| IFP Advisors, Inc |
| 0.03% | 0.03% | #8 | $1.5M | 51,482 | $1.4M | 51,052 | +430+0.84% | Add |
| Brookwood Investment Group LLC |
| 0.13% | — | #3 | $1.2M | 40,075 | $0 | 0 | +40,075 | New Buy |
| JT Stratford LLC |
| 0.13% | 0.15% | #5 | $1.1M | 38,688 | $1.2M | 42,660 | -3,972-9.31% | Reduce |
| Virtu Financial LLC |
| 0.02% | — | #9 | $572,649 | 19,420 | $0 | 0 | +19,420 | New Buy |
| Straight Path Wealth Management |
| 0.13% | 0.14% | #4 | $548,116 | 18,588 | $513,231 | 18,588 | 00.00% | Unchanged |
| EP Wealth Advisors, LLC |
| <0.01% | <0.01% | #12 | $535,189 | 18,150 | $500,947 | 18,143 | +7+0.04% | Add |
| TCI Wealth Advisors, Inc. |
| 0.01% | 0.02% | #10 | $329,138 | 11,162 | $307,168 | 11,125 | +37+0.33% | Add |
| GTS SECURITIES LLC |
| 0.01% | — | #11 | $307,147 | 10,416 | $0 | 0 | +10,416 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #14 | $212,635 | 7,211 | $1.1M | 38,953 | -31,742-81.49% | Reduce |
| Blue Trust, Inc. |
| <0.01% | — | #13 | $115,176 | 3,906 | $0 | 0 | +3,906 | New Buy |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.04% | 0.04% | #7 | $64,578 | 2,190 | $60,468 | 2,190 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #15 | $29 | 1 | $0 | 0 | +1 | New Buy |
