| EdgeRock Capital LLC |
| 3.88% | 3.72% | #1 | $16.8M | 542,677 | $13.7M | 526,021 | +16,656+3.17% | Add |
| Sonoma Allocations LLC |
| 0.36% | 0.17% | #2 | $967,151 | 31,289 | $479,444 | 18,147 | +13,142+72.42% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #6 | $546,346 | 17,664 | $545,255 | 20,892 | -3,228-15.45% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #4 | $487,693 | 15,767 | $0 | 0 | +15,767 | New Buy |
| MAI Capital Management |
| <0.01% | — | #5 | $235,304 | 7,607 | $0 | 0 | +7,607 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #7 | $221,770 | 7,170 | $288,084 | 11,038 | -3,868-35.04% | Reduce |
| PlanVest Financial, Inc |
| 0.02% | — | #3 | $30,157 | 975 | $0 | 0 | +975 | New Buy |
| FMR LLC |
| <0.01% | <0.01% | #9 | $7,794 | 252 | $6,577 | 252 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #8 | $927 | 30 | $783 | 30 | 00.00% | Unchanged |
