| Bison Wealth, LLC |
| 2.16% | 2.2% | #1 | $23.7M | 736,641 | $22.8M | 713,321 | +23,320+3.27% | Add |
| Johnson & White Wealth Management, LLC |
| 1.63% | 1.59% | #2 | $4.3M | 137,191 | $3.7M | 127,712 | +9,479+7.42% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #7 | $1.1M | 34,639 | $303,919 | 10,355 | +24,284+234.51% | Add |
| CAP Partners, LLC |
| 0.38% | — | #3 | $773,156 | 24,397 | $0 | 0 | +24,397 | New Buy |
| True Link Financial Advisors, LLC |
| 0.01% | — | #5 | $244,013 | 7,700 | $0 | 0 | +7,700 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #9 | $236,312 | 7,457 | $0 | 0 | +7,457 | New Buy |
| Oasis Advisors, LLC |
| 0.15% | — | #4 | $234,150 | 7,389 | $0 | 0 | +7,389 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #8 | $61,331 | 1,935 | $56,803 | 1,935 | 00.00% | Unchanged |
| EVOLUTION WEALTH MANAGEMENT INC. |
| <0.01% | 0.01% | #6 | $5,451 | 172 | $14,205 | 484 | -312-64.46% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #10 | $48 | 1 | $0 | 0 | +1 | New Buy |
