| Latitude Advisors, LLC |
| 9.58% | 11.2% | #2 | $24.0M | 739,875 | $24.4M | 778,680 | -38,805-4.98% | Reduce |
| PMV Capital Advisers, LLC |
| 29.93% | 31.55% | #1 | $19.9M | 613,521 | $18.7M | 596,088 | +17,433+2.92% | Add |
| Castleview Partners, LLC |
| 1.67% | 1.9% | #3 | $3.8M | 117,314 | $3.7M | 118,161 | -847-0.72% | Reduce |
| Ausdal Financial Partners, Inc. |
| 0.08% | 0.04% | #7 | $2.1M | 65,415 | $980,594 | 31,250 | +34,165+109.33% | Add |
| Advyzon Investment Management, LLC |
| 0.15% | 0.09% | #6 | $2.1M | 64,463 | $980,594 | 31,250 | +33,213+106.28% | Add |
| INTEGRITY ALLIANCE, LLC. |
| 0.06% | 0.07% | #8 | $2.0M | 61,851 | $1.7M | 55,696 | +6,155+11.05% | Add |
| Accurate Wealth Management, LLC |
| 0.16% | 0.13% | #5 | $1.7M | 51,515 | $1.1M | 33,833 | +17,682+52.26% | Add |
| Innovative Wealth Building LLC |
| 0.53% | 0.54% | #4 | $913,800 | 28,142 | $763,886 | 24,344 | +3,798+15.60% | Add |
| Souders Financial Advisors |
| 0.05% | — | #9 | $477,327 | 14,700 | $0 | 0 | +14,700 | New Buy |
| Balefire, LLC |
| 0.05% | 0.07% | #10 | $284,350 | 8,757 | $385,805 | 12,295 | -3,538-28.78% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #11 | $3,897 | 120 | $4,613 | 147 | -27-18.37% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #12 | $32 | 1 | $31 | 1 | 00.00% | Unchanged |
