| Bare Financial Services, Inc |
| 3.1% | 2.9% | #1 | $13.5M | 466,901 | $11.0M | 449,523 | +17,378+3.87% | Add |
| OneAscent Financial Services LLC |
| 0.06% | 0.06% | #4 | $1.2M | 42,445 | $1.0M | 42,585 | -140-0.33% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #9 | $826,613 | 28,547 | $0 | 0 | +28,547 | New Buy |
| Range Financial Group LLC |
| 0.18% | 0.12% | #3 | $661,475 | 22,844 | $371,874 | 15,247 | +7,597+49.83% | Add |
| OneAscent Wealth Management LLC |
| 0.18% | 0.21% | #2 | $616,767 | 21,300 | $639,847 | 26,234 | -4,934-18.81% | Reduce |
| Valmark Advisers, Inc. |
| <0.01% | — | #6 | $366,151 | 12,645 | $0 | 0 | +12,645 | New Buy |
| PAX Financial Group, LLC |
| 0.05% | — | #5 | $349,386 | 12,066 | $0 | 0 | +12,066 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #8 | $119,569 | 4,129 | $108,179 | 4,435 | -306-6.90% | Reduce |
| Keating Financial Advisory Services, Inc. |
| <0.01% | — | #7 | $22,065 | 762 | $0 | 0 | +762 | New Buy |
| UBS Group AG |
| <0.01% | — | #10 | $12,943 | 447 | $0 | 0 | +447 | New Buy |