| Bison Wealth, LLC |
| 2.15% | 2.1% | #2 | $23.6M | 1.2M | $21.7M | 1.1M | +97,143+9.21% | Add |
| Brookwood Investment Group LLC |
| 0.96% | 1.04% | #3 | $8.5M | 417,194 | $8.4M | 409,560 | +7,634+1.86% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 2.61% | 2.67% | #1 | $4.4M | 217,195 | $3.7M | 177,905 | +39,290+22.08% | Add |
| Ethos Capital Management, Inc. |
| 0.77% | 1.38% | #4 | $1.1M | 52,960 | $1.6M | 78,546 | -25,586-32.57% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #13 | $850,104 | 41,602 | $1.8M | 87,210 | -45,608-52.30% | Reduce |
| Luminist Capital LLC |
| 0.59% | 0.53% | #5 | $550,723 | 28,062 | $398,436 | 19,392 | +8,670+44.71% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #11 | $511,794 | 25,046 | $257,302 | 12,523 | +12,523+100.00% | Add |
| Atlantic Union Bankshares Corp |
| 0.01% | 0.01% | #8 | $412,197 | 20,172 | $408,178 | 19,866 | +306+1.54% | Add |
| True Link Financial Advisors, LLC |
| 0.01% | — | #7 | $249,767 | 12,223 | $0 | 0 | +12,223 | New Buy |
| REAP Financial Group, LLC |
| 0.04% | 0.07% | #6 | $235,584 | 11,529 | $335,026 | 16,306 | -4,777-29.30% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #9 | $108,781 | 5,323 | $23,217 | 1,130 | +4,193+371.06% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #15 | $96,552 | 4,725 | $0 | 0 | +4,725 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $36,434 | 1,783 | $36,634 | 1,783 | 00.00% | Unchanged |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #10 | $27,300 | 1,336 | $86,069 | 4,189 | -2,853-68.11% | Reduce |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
| <0.01% | <0.01% | #12 | $3,185 | 156 | $3,205 | 156 | 00.00% | Unchanged |
