| Authentikos Wealth Advisory, LLC |
| 1.66% | 1.85% | #1 | $2.6M | 82,774 | $2.7M | 68,636 | +14,138+20.60% | Add |
| Legacy Wealth Managment, LLC/ID |
| 0.43% | 1.06% | #2 | $1.1M | 33,435 | $2.1M | 53,320 | -19,885-37.29% | Reduce |
| RFG Advisory, LLC |
| 0.02% | — | #8 | $1.0M | 32,378 | $0 | 0 | +32,378 | New Buy |
| Park Edge Advisors, LLC |
| 0.18% | 0.34% | #4 | $866,894 | 27,555 | $1.5M | 36,857 | -9,302-25.24% | Reduce |
| Holcombe Financial, Inc. |
| 0.4% | 0.5% | #3 | $700,814 | 22,276 | $845,717 | 21,180 | +1,096+5.17% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.02% | #9 | $602,248 | 19,143 | $1.4M | 35,830 | -16,687-46.57% | Reduce |
| Cambridge Advisors Inc. |
| 0.09% | 0.12% | #7 | $506,648 | 16,104 | $605,138 | 15,155 | +949+6.26% | Add |
| J. M. Brown & Associates Inc. |
| 0.13% | — | #6 | $233,807 | 7,432 | $0 | 0 | +7,432 | New Buy |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | — | #13 | $208,454 | 6,626 | $0 | 0 | +6,626 | New Buy |
| Luminist Capital LLC |
| 0.17% | 0.22% | #5 | $160,991 | 5,117 | $163,945 | 4,106 | +1,011+24.62% | Add |
| MATHER GROUP, LLC. |
| <0.01% | <0.01% | #11 | $62,795 | 1,996 | $12,538 | 314 | +1,682+535.67% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #12 | $47,191 | 1,500 | $61,695 | 1,500 | 00.00% | Unchanged |
| Reyes Financial Architecture, Inc. |
| <0.01% | 0.57% | #10 | $7,362 | 234 | $699,049 | 17,507 | -17,273-98.66% | Reduce |
| Steward Partners Investment Advisory, LLC |
| <0.01% | — | #14 | $2,045 | 65 | $0 | 0 | +65 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | — | #16 | $503 | 16 | $0 | 0 | +16 | New Buy |
| IFP Advisors, Inc |
| <0.01% | — | #15 | $503 | 16 | $0 | 0 | +16 | New Buy |
