| Bison Wealth, LLC |
| 3.15% | 3.36% | #2 | $34.5M | 1.6M | $34.8M | 1.6M | -572-0.04% | Reduce |
| Holcombe Financial, Inc. |
| 6.58% | 6.78% | #1 | $11.7M | 534,387 | $11.5M | 526,466 | +7,921+1.50% | Add |
| EVOLUTION WEALTH MANAGEMENT INC. |
| 0.45% | 0.43% | #4 | $761,780 | 34,904 | $593,277 | 27,081 | +7,823+28.89% | Add |
| Oasis Advisors, LLC |
| 0.47% | 1.28% | #3 | $719,702 | 32,976 | $56.1M | 2.5M | -2.5M-98.71% | Reduce |
| Orion Porfolio Solutions, LLC |
| <0.01% | 0.02% | #8 | $522,496 | 23,940 | $2.5M | 113,351 | -89,411-78.88% | Reduce |
| True Link Financial Advisors, LLC |
| 0.03% | — | #5 | $513,106 | 23,510 | $0 | 0 | +23,510 | New Buy |
| Virtu Financial LLC |
| 0.02% | 0.03% | #6 | $498,178 | 22,826 | $723,000 | 32,989 | -10,163-30.81% | Reduce |
| LPL Financial LLC |
| <0.01% | — | #11 | $429,189 | 19,665 | $0 | 0 | +19,665 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #12 | $339,881 | 15,573 | $341,165 | 15,573 | 00.00% | Unchanged |
| Nuveen, LLC |
| <0.01% | — | #14 | $209,477 | 9,598 | $0 | 0 | +9,598 | New Buy |
| Atlantic Union Bankshares Corp |
| <0.01% | <0.01% | #9 | $183,785 | 8,421 | $181,528 | 8,286 | +135+1.63% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #15 | $158,624 | 7,268 | $0 | 0 | +7,268 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #10 | $114,407 | 5,242 | $0 | 0 | +5,242 | New Buy |
| REAP Financial Group, LLC |
| 0.01% | 0.02% | #7 | $87,314 | 4,001 | $124,582 | 5,687 | -1,686-29.65% | Reduce |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #13 | $19,161 | 878 | $20 | 1 | +877+87,700.00% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #16 | $6,897 | 316 | $0 | 0 | +316 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #17 | $23 | 1 | $0 | 0 | +1 | New Buy |
