| Bison Wealth, LLC |
| 1.55% | 1.48% | #1 | $16.9M | 401,701 | $15.3M | 388,425 | +13,276+3.42% | Add |
| Johnson & White Wealth Management, LLC |
| 0.82% | 0.74% | #3 | $2.2M | 51,496 | $1.7M | 47,869 | +3,627+7.58% | Add |
| Lotus Technology Management, LP |
| 0.93% | — | #2 | $760,646 | 110,076 | $0 | 0 | +110,076 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.01% | <0.01% | #4 | $451,876 | 10,595 | $257,600 | 7,083 | +3,512+49.58% | Add |
| Wealthcare Advisory Partners LLC |
| 0.01% | — | #5 | $304,841 | 7,148 | $0 | 0 | +7,148 | New Buy |
| Arax Advisory Partners |
| <0.01% | — | #7 | $228,745 | 5,363 | $0 | 0 | +5,363 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #9 | $209,923 | 4,922 | $0 | 0 | +4,922 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #8 | $50,967 | 1,195 | $43,461 | 1,195 | 00.00% | Unchanged |
| EVOLUTION WEALTH MANAGEMENT INC. |
| <0.01% | 0.01% | #6 | $8,146 | 191 | $6,946 | 191 | 00.00% | Unchanged |