| Legacy Wealth Managment, LLC/ID |
| 5.69% | 10.09% | #1 | $13.8M | 584,369 | $20.3M | 895,642 | -311,273-34.75% | Reduce |
| BNP PARIBAS FINANCIAL MARKETS |
| <0.01% | <0.01% | #10 | $4.7M | 197,917 | $4.5M | 197,917 | 00.00% | Unchanged |
| Simplify Asset Management Inc. |
| 0.04% | 0.04% | #6 | $2.8M | 116,500 | $2.8M | 125,000 | -8,500-6.80% | Reduce |
| PRINCIPAL SECURITIES, INC. |
| 0.03% | 0.02% | #7 | $2.5M | 107,055 | $1.2M | 52,876 | +54,179+102.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #11 | $2.5M | 104,778 | $1.2M | 52,876 | +51,902+98.16% | Add |
| Brookwood Investment Group LLC |
| 0.23% | 0.2% | #4 | $2.0M | 86,497 | $1.6M | 69,881 | +16,616+23.78% | Add |
| Castleview Partners, LLC |
| 0.62% | 0.82% | #2 | $1.4M | 59,713 | $1.6M | 71,008 | -11,295-15.91% | Reduce |
| Millington Financial Advisors, LLC |
| 0.36% | 0.24% | #3 | $917,710 | 39,728 | $564,377 | 24,201 | +15,527+64.16% | Add |
| Crusonia Wealth Advisors LLC |
| 0.11% | — | #5 | $662,411 | 28,003 | $0 | 0 | +28,003 | New Buy |
| CreativeOne Wealth, LLC |
| 0.01% | — | #8 | $519,339 | 21,955 | $0 | 0 | +21,955 | New Buy |
| LANARK FINANCIAL, INC. |
| 0.01% | — | #9 | $149,121 | 6,304 | $0 | 0 | +6,304 | New Buy |
