| Paller Financial Services Inc |
| 3.35% | 4.36% | #1 | $4.5M | 140,265 | $5.3M | 146,947 | -6,682-4.55% | Reduce |
| Pasadena Private Wealth, LLC |
| 0.12% | 0.13% | #3 | $914,628 | 28,600 | $962,509 | 26,829 | +1,771+6.60% | Add |
| CAP Partners, LLC |
| 0.36% | 0.39% | #2 | $736,329 | 23,025 | $690,843 | 19,257 | +3,768+19.57% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #9 | $654,535 | 20,467 | $1.5M | 40,967 | -20,500-50.04% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #7 | $635,946 | 19,886 | $2.1M | 58,592 | -38,706-66.06% | Reduce |
| NWF Advisory Services Inc. |
| 0.05% | 0.08% | #4 | $553,893 | 17,320 | $736,527 | 20,530 | -3,210-15.64% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #10 | $433,905 | 13,568 | $771,435 | 21,503 | -7,935-36.90% | Reduce |
| Arax Advisory Partners |
| <0.01% | — | #6 | $247,766 | 7,748 | $0 | 0 | +7,748 | New Buy |
| Hilltop Holdings Inc. |
| 0.02% | — | #5 | $207,183 | 6,479 | $0 | 0 | +6,479 | New Buy |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #11 | $23,985 | 750 | $26,907 | 750 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | — | #12 | $4,306 | 134 | $0 | 0 | +134 | New Buy |
| DHJJ Financial Advisors, Ltd. |
| <0.01% | <0.01% | #8 | $960 | 30 | $1,077 | 30 | 00.00% | Unchanged |
