| GDS Wealth Management |
| 1.17% | 1.41% | #3 | $24.6M | 1.1M | $23.4M | 1.1M | +51,415+4.68% | Add |
| Guided Capital Wealth Management, LLC |
| 4.98% | 5.95% | #1 | $8.5M | 398,039 | $9.0M | 422,580 | -24,541-5.81% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.02% | #15 | $4.7M | 219,232 | $6.3M | 297,690 | -78,458-26.36% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #27 | $2.2M | 100,748 | $818,304 | 38,364 | +62,384+162.61% | Add |
| Vise Technologies, Inc. |
| 0.02% | — | #11 | $2.1M | 98,942 | $0 | 0 | +98,942 | New Buy |
| Milestones Private Investment Advisors LLC |
| 1.68% | 1.83% | #2 | $2.1M | 98,676 | $2.1M | 97,485 | +1,191+1.22% | Add |
| Strategic Financial Partners, Ltd. |
| 0.68% | 0.73% | #4 | $1.8M | 83,760 | $1.7M | 79,688 | +4,072+5.11% | Add |
| ALTFEST L J & CO INC |
| 0.17% | 0.18% | #7 | $1.7M | 80,692 | $1.6M | 77,081 | +3,611+4.68% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #23 | $1.7M | 79,889 | $1.9M | 87,791 | -7,902-9.00% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #24 | $1.1M | 52,278 | $2.9M | 136,213 | -83,935-61.62% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.02% | 0.02% | #14 | $903,818 | 42,274 | $861,583 | 40,393 | +1,881+4.66% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #28 | $820,415 | 38,373 | $2.1M | 98,333 | -59,960-60.98% | Reduce |
| Belpointe Asset Management LLC |
| 0.02% | 0.03% | #12 | $669,611 | 31,319 | $795,046 | 37,273 | -5,954-15.97% | Reduce |
| INSIGNEO ADVISORY SERVICES, LLC |
| 0.02% | 0.04% | #13 | $570,846 | 26,700 | $569,511 | 26,700 | 00.00% | Unchanged |
| RIK SAYLOR FINANCIAL, INC. |
| 0.36% | 0.41% | #6 | $539,703 | 25,243 | $541,353 | 25,380 | -137-0.54% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #17 | $496,251 | 23,211 | $477,446 | 22,104 | +1,107+5.01% | Add |
| PUFF WEALTH MANAGEMENT, LLC |
| 0.42% | — | #5 | $414,971 | 19,409 | $0 | 0 | +19,409 | New Buy |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #30 | $311,614 | 14,575 | $1.2M | 56,276 | -41,701-74.10% | Reduce |
| TCFG Investment Advisors, LLC |
| 0.1% | 0.15% | #8 | $290,640 | 13,594 | $390,382 | 18,302 | -4,708-25.72% | Reduce |
| NI ACQUISITIONS COMPANY, LLC |
| 0.09% | — | #9 | $227,312 | 10,632 | $0 | 0 | +10,632 | New Buy |
| Darwin Wealth Management, LLC |
| 0.04% | 0.05% | #10 | $146,973 | 6,874 | $145,172 | 6,806 | +68+1.00% | Add |
| GeoWealth Management, LLC |
| <0.01% | — | #16 | $106,109 | 4,963 | $0 | 0 | +4,963 | New Buy |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #21 | $64,140 | 3,000 | $63,990 | 3,000 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #29 | $35,277 | 1,650 | $0 | 0 | +1,650 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #25 | $20,653 | 966 | $26,513 | 1,243 | -277-22.28% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #32 | $17,308 | 809 | $17,302 | 809 | 00.00% | Unchanged |
| Wagner Wealth Management, LLC |
| <0.01% | <0.01% | #19 | $10,209 | 478 | $10,063 | 472 | +6+1.27% | Add |
| Ascentis Wealth Management, LLC |
| <0.01% | <0.01% | #18 | $6,526 | 306 | $6,526 | 306 | 00.00% | Unchanged |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| <0.01% | <0.01% | #26 | $5,217 | 244 | $5,205 | 244 | 00.00% | Unchanged |
| PNC FINANCIAL SERVICES GROUP, INC. |
| <0.01% | <0.01% | #31 | $4,835 | 226 | $3,746 | 176 | +50+28.41% | Add |
| Nova Wealth Management, Inc. |
| <0.01% | <0.01% | #20 | $3,207 | 150 | $3,200 | 150 | 00.00% | Unchanged |
| Davis Capital Management |
| <0.01% | <0.01% | #22 | $1,432 | 67 | $1,429 | 67 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #33 | $160 | 8 | $0 | 0 | +8 | New Buy |
