| University of Wisconsin Foundation |
| 11.51% | 13.61% | #1 | $14.5M | 1.5M | $15.3M | 1.5M | 00.00% | Unchanged |
| Jefferies Financial Group Inc. |
| 0.02% | 0.02% | #3 | $2.5M | 249,796 | $2.6M | 249,796 | 00.00% | Unchanged |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #6 | $2.5M | 249,368 | $2.6M | 249,368 | 00.00% | Unchanged |
| PRUDENTIAL FINANCIAL INC |
| <0.01% | <0.01% | #4 | $1.6M | 161,386 | $1.7M | 161,386 | 00.00% | Unchanged |
| KINGSWOOD WEALTH ADVISORS, LLC |
| 0.03% | 0.04% | #2 | $838,781 | 84,215 | $892,557 | 84,965 | -750-0.88% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #7 | $40,914 | 4,108 | $34,156 | 3,250 | +858+26.40% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #9 | $9,960 | 1,000 | $16,500 | 1,000 | 00.00% | Unchanged |
| N.E.W. Advisory Services LLC |
| <0.01% | <0.01% | #5 | $7,075 | 710 | $5,361 | 510 | +200+39.22% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #8 | $4,721 | 474 | $2,469 | 235 | +239+101.70% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #10 | $17 | 2 | $10 | 1 | +1+100.00% | Add |
