| TrueMark Investments, LLC |
| 2.63% | 1.58% | #1 | $21.0M | 462,156 | $8.1M | 201,917 | +260,239+128.88% | Add |
| Valtinson Bruner Financial Planning LLC |
| 0.65% | 0.63% | #2 | $2.6M | 56,760 | $2.3M | 57,216 | -456-0.80% | Reduce |
| Mid-American Wealth Advisory Group, Inc. |
| 0.38% | 0.3% | #3 | $1.1M | 23,191 | $712,897 | 16,925 | +6,266+37.02% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.08% | — | #5 | $823,995 | 18,168 | $0 | 0 | +18,168 | New Buy |
| Weaver Consulting Group |
| 0.13% | 0.14% | #4 | $654,965 | 14,441 | $579,815 | 14,441 | 00.00% | Unchanged |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.02% | #7 | $367,867 | 8,111 | $1.4M | 33,810 | -25,699-76.01% | Reduce |
| Capital Investment Advisory Services, LLC |
| 0.02% | 0.02% | #6 | $301,529 | 6,648 | $274,560 | 6,838 | -190-2.78% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #14 | $108,840 | 2,400 | $105,031 | 2,616 | -216-8.26% | Reduce |
| Arax Advisory Partners |
| <0.01% | <0.01% | #10 | $72,567 | 1,600 | $64,240 | 1,600 | 00.00% | Unchanged |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #13 | $33,039 | 729 | $34,348 | 856 | -127-14.84% | Reduce |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| <0.01% | <0.01% | #9 | $22,722 | 501 | $16,100 | 401 | +100+24.94% | Add |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #12 | $17,733 | 391 | $19,714 | 491 | -100-20.37% | Reduce |
| Elevated Capital Advisors, LLC |
| <0.01% | <0.01% | #8 | $10,522 | 232 | $9,315 | 232 | 00.00% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC |
| <0.01% | — | #11 | $2,369 | 51 | $0 | 0 | +51 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #17 | $952 | 21 | $0 | 0 | +21 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #15 | $227 | 5 | $402 | 10 | -5-50.00% | Reduce |
| Lloyd Advisory Services, LLC. |
| <0.01% | — | #16 | $125 | 3 | $0 | 0 | +3 | New Buy |
