| Redwood Wealth Management Group, LLC |
| 4.62% | 6.75% | #1 | $10.9M | 10.9M | $15.6M | 15.6M | -4.7M-30.31% | Reduce |
| NBT BANK, N.A. |
| 0.13% | — | #2 | $2.0M | 2.0M | $0 | 0 | +2.0M | New Buy |
| Keystone Financial Group |
| 0.03% | 0.04% | #6 | $530,917 | 530,917 | $557,430 | 557,430 | -26,513-4.76% | Reduce |
| Coston, McIsaac & Partners |
| 0.08% | 0.1% | #3 | $411,137 | 411,137 | $408,000 | 408,919 | +2,218+0.54% | Add |
| Game Plan Financial Advisors, LLC |
| 0.04% | — | #5 | $111,802 | 111,802 | $0 | 0 | +111,802 | New Buy |
| Fortune Financial Group, Inc. |
| 0.07% | — | #4 | $87,912 | 87,912 | $0 | 0 | +87,912 | New Buy |
| Weitzel Financial Services, Inc. |
| 0.02% | — | #7 | $70,000 | 70,000 | $0 | 0 | +70,000 | New Buy |
| Financial Gravity Companies, Inc. |
| <0.01% | — | #8 | $20,166 | 20,166 | $0 | 0 | +20,166 | New Buy |
| Westside Investment Management, Inc. |
| <0.01% | <0.01% | #9 | $2,814 | 2,814 | $2,814 | 2,814 | 00.00% | Unchanged |
| Vermillion Wealth Management, Inc. |
| <0.01% | — | #10 | $1,500 | 1,500 | $0 | 0 | +1,500 | New Buy |
