| RAYMOND JAMES FINANCIAL INC |
| <0.01% | — | #18 | $12.9M | 294,933 | $0 | 0 | +294,933 | New Buy |
| San Luis Wealth Advisors LLC |
| 1.87% | 1.53% | #2 | $12.5M | 285,414 | $9.3M | 266,467 | +18,947+7.11% | Add |
| Arrowroot Family Office, LLC |
| 1.91% | 1.68% | #1 | $6.7M | 152,820 | $5.1M | 146,482 | +6,338+4.33% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #24 | $5.4M | 123,520 | $138,000 | 3,972 | +119,548+3,009.77% | Add |
| Dakota Wealth Management |
| 0.09% | 0.07% | #11 | $4.5M | 104,181 | $3.4M | 97,562 | +6,619+6.78% | Add |
| Mutual Advisors, LLC |
| 0.09% | 0.07% | #12 | $4.5M | 103,904 | $3.5M | 100,397 | +3,507+3.49% | Add |
| SMART Wealth LLC |
| 0.74% | — | #5 | $3.4M | 78,391 | $0 | 0 | +78,391 | New Buy |
| Steelhead Wealth Management LLC |
| 1.08% | 0.56% | #4 | $2.7M | 61,420 | $1.1M | 31,595 | +29,825+94.40% | Add |
| Avestar Capital, LLC |
| 0.11% | 0.1% | #9 | $1.9M | 43,318 | $1.5M | 44,529 | -1,211-2.72% | Reduce |
| Farther Finance Advisors, LLC |
| 0.01% | <0.01% | #17 | $1.1M | 24,561 | $88,454 | 2,500 | +22,061+882.44% | Add |
| MONEY CONCEPTS CAPITAL CORP |
| 0.04% | 0.04% | #14 | $919,495 | 21,070 | $681,894 | 19,615 | +1,455+7.42% | Add |
| Andina Capital Management, LLC |
| 1.42% | 1.26% | #3 | $881,703 | 20,204 | $1.4M | 40,907 | -20,703-50.61% | Reduce |
| BROWN ADVISORY INC |
| <0.01% | — | #23 | $575,437 | 13,186 | $0 | 0 | +13,186 | New Buy |
| Goldenstone Wealth Management LLC |
| 0.34% | 0.28% | #6 | $515,084 | 11,803 | $390,190 | 11,224 | +579+5.16% | Add |
| Belpointe Asset Management LLC |
| 0.02% | — | #16 | $478,120 | 10,956 | $0 | 0 | +10,956 | New Buy |
| Keeler Thomas Management LLC |
| 0.15% | — | #8 | $418,420 | 9,588 | $0 | 0 | +9,588 | New Buy |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.04% | — | #15 | $360,469 | 8,260 | $0 | 0 | +8,260 | New Buy |
| Signet Private Wealth LLC |
| 0.22% | — | #7 | $276,110 | 6,327 | $0 | 0 | +6,327 | New Buy |
| Foundry Financial LLC |
| 0.09% | — | #10 | $260,727 | 5,974 | $0 | 0 | +5,974 | New Buy |
| Arax Advisory Partners |
| <0.01% | — | #22 | $223,350 | 5,118 | $0 | 0 | +5,118 | New Buy |
| Worth Asset Management, LLC |
| 0.07% | — | #13 | $209,690 | 4,805 | $0 | 0 | +4,805 | New Buy |
| Arkadios Wealth Advisors |
| <0.01% | — | #19 | $203,144 | 4,655 | $0 | 0 | +4,655 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #26 | $68,646 | 1,573 | $0 | 0 | +1,573 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #29 | $11,172 | 256 | $0 | 0 | +256 | New Buy |
| Elevated Capital Advisors, LLC |
| <0.01% | — | #20 | $10,386 | 238 | $0 | 0 | +238 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #25 | $6,241 | 143 | $4,971 | 143 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #30 | $3,491 | 80 | $0 | 0 | +80 | New Buy |
| Ankerstar Wealth, LLC |
| <0.01% | — | #21 | $2,182 | 50 | $0 | 0 | +50 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #28 | $1,571 | 36 | $1,252 | 36 | 00.00% | Unchanged |
| Ritter Daniher Financial Advisory LLC / DE |
| <0.01% | <0.01% | #27 | $219 | 5 | $174 | 5 | 00.00% | Unchanged |
