| Astoria Portfolio Advisors LLC. |
| 9.98% | 9.9% | #4 | $59.2M | 1.6M | $46.5M | 1.4M | +220,382+15.64% | Add |
| Hobbs Group Advisors, LLC |
| 10.48% | 9.06% | #2 | $39.8M | 1.1M | $30.3M | 1.1M | +43,991+4.18% | Add |
| Vermillion & White Wealth Management Group, LLC |
| 11.27% | 9.04% | #1 | $14.5M | 619,567 | $15.7M | 545,186 | +74,381+13.64% | Add |
| Oregon Pacific Wealth Management, LLC |
| 10.13% | 9.14% | #3 | $10.8M | 297,176 | $8.8M | 304,450 | -7,274-2.39% | Reduce |
| PUFF WEALTH MANAGEMENT, LLC |
| 7.18% | — | #5 | $7.0M | 193,875 | $0 | 0 | +193,875 | New Buy |
| Stegent Equity Advisors, Inc. |
| 3.04% | — | #6 | $4.2M | 116,739 | $0 | 0 | +116,739 | New Buy |
| SILVERLAKE WEALTH MANAGEMENT LLC |
| 0.45% | 0.45% | #10 | $2.4M | 64,841 | $2.2M | 75,489 | -10,648-14.11% | Reduce |
| Sound Income Strategies, LLC |
| 0.1% | 0.01% | #12 | $2.2M | 61,381 | $310,409 | 10,638 | +50,743+477.00% | Add |
| World Investment Advisors |
| 0.03% | 0.03% | #16 | $2.0M | 68,858 | $2.0M | 68,858 | 00.00% | Unchanged |
| GeoWealth Management, LLC |
| 0.04% | 0.04% | #15 | $1.4M | 38,217 | $1.1M | 38,730 | -513-1.32% | Reduce |
| Latitude Advisors, LLC |
| 0.55% | 0.54% | #8 | $1.4M | 37,979 | $1.2M | 40,621 | -2,642-6.50% | Reduce |
| Ashton Thomas Private Wealth, LLC |
| 0.03% | <0.01% | #17 | $1.3M | 37,142 | $143,710 | 4,993 | +32,149+643.88% | Add |
| BLUEDOOR PRIVATE WEALTH, LLC |
| 0.53% | 0.45% | #9 | $1.3M | 34,509 | $978,048 | 33,981 | +528+1.55% | Add |
| Stillwater Private Wealth, LLC |
| 0.69% | — | #7 | $1.0M | 28,248 | $0 | 0 | +28,248 | New Buy |
| Onyx Bridge Wealth Group LLC |
| 0.06% | 0.06% | #13 | $701,794 | 19,322 | $525,736 | 18,266 | +1,056+5.78% | Add |
| WealthTrak Capital Management LLC |
| 0.41% | 0.15% | #11 | $630,642 | 17,363 | $213,506 | 7,418 | +9,945+134.07% | Add |
| Equitable Holdings, Inc. |
| <0.01% | — | #18 | $548,774 | 15,109 | $0 | 0 | +15,109 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #19 | $161,178 | 4,509 | $25,637 | 923 | +3,586+388.52% | Add |
| Medallion Wealth Advisors, LLC |
| 0.05% | 0.04% | #14 | $149,533 | 4,117 | $118,496 | 4,117 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | — | #21 | $21,793 | 600 | $0 | 0 | +600 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #20 | $21,575 | 594 | $1,756 | 61 | +533+873.77% | Add |
