| Marshall Financial Group, LLC |
| 4.03% | 4.23% | #1 | $27.6M | 1.1M | $26.4M | 1.0M | +38,641+3.75% | Add |
| Hedeker Wealth, LLC |
| 1.9% | 2.1% | #2 | $10.0M | 385,777 | $9.9M | 387,675 | -1,898-0.49% | Reduce |
| Atlas Private Wealth Advisors |
| 1.09% | 1.1% | #3 | $5.0M | 193,193 | $4.7M | 183,086 | +10,107+5.52% | Add |
| Belpointe Asset Management LLC |
| 0.04% | — | #5 | $1.1M | 43,470 | $0 | 0 | +43,470 | New Buy |
| LPL Financial LLC |
| <0.01% | <0.01% | #8 | $1.0M | 40,239 | $558,590 | 21,808 | +18,431+84.51% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #11 | $780,439 | 30,232 | $0 | 0 | +30,232 | New Buy |
| Medallion Wealth Advisors, LLC |
| 0.1% | 0.12% | #4 | $330,430 | 12,800 | $361,156 | 14,100 | -1,300-9.22% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #10 | $283,680 | 10,989 | $281,469 | 10,989 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #12 | $277,176 | 10,737 | $1.4M | 56,373 | -45,636-80.95% | Reduce |
| AdvisorNet Financial, Inc |
| 0.01% | 0.01% | #6 | $254,278 | 9,850 | $252,296 | 9,850 | 00.00% | Unchanged |
| Global Assets Advisory, LLC |
| <0.01% | <0.01% | #7 | $118,300 | 4,550 | $112,911 | 4,550 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #9 | $95,439 | 3,697 | $0 | 0 | +3,697 | New Buy |
| UBS Group AG |
| <0.01% | — | #13 | $103 | 4 | $0 | 0 | +4 | New Buy |
