| Beaumont Financial Advisors, LLC |
| 1.99% | 1.46% | #2 | $31.2M | 896,663 | $21.2M | 694,766 | +201,897+29.06% | Add |
| 46 Peaks LLC |
| 2.02% | 1.21% | #1 | $3.2M | 92,369 | $1.7M | 54,560 | +37,809+69.30% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | — | #5 | $1.0M | 29,339 | $0 | 0 | +29,339 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #8 | $834,196 | 23,985 | $881,555 | 28,926 | -4,941-17.08% | Reduce |
| Elm3 Financial Group, LLC |
| 0.34% | 0.37% | #3 | $501,721 | 14,426 | $434,529 | 14,258 | +168+1.18% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #6 | $210,574 | 6,054 | $0 | 0 | +6,054 | New Buy |
| Regatta Research & Money Management |
| 0.02% | — | #4 | $22,260 | 640 | $0 | 0 | +640 | New Buy |
| UBS Group AG |
| <0.01% | — | #9 | $10,434 | 300 | $0 | 0 | +300 | New Buy |
| MORGAN STANLEY |
| <0.01% | <0.01% | #10 | $7,443 | 214 | $6,396 | 214 | 00.00% | Unchanged |
| LRI Investments, LLC |
| <0.01% | <0.01% | #7 | $2,435 | 70 | $2,133 | 70 | 00.00% | Unchanged |
