| L.K. Benson & Company, P.C. |
| 3.73% | 3.74% | #2 | $12.4M | 517,076 | $11.3M | 471,357 | +45,719+9.70% | Add |
| BWM Planning, LLC |
| 2.51% | 2.65% | #3 | $10.8M | 453,498 | $10.0M | 418,386 | +35,112+8.39% | Add |
| Stokes Family Office, LLC |
| 0.99% | — | #5 | $8.5M | 356,556 | $0 | 0 | +356,556 | New Buy |
| Stillwater Private Wealth, LLC |
| 4.6% | 3.63% | #1 | $6.9M | 287,694 | $4.3M | 178,743 | +108,951+60.95% | Add |
| Encompass More Asset Management |
| 0.94% | 1.04% | #6 | $6.5M | 271,228 | $6.2M | 257,721 | +13,507+5.24% | Add |
| Vise Technologies, Inc. |
| 0.06% | — | #13 | $5.2M | 218,005 | $0 | 0 | +218,005 | New Buy |
| Ethos Financial Group, LLC |
| 0.23% | 0.26% | #10 | $3.5M | 141,895 | $3.5M | 147,500 | -5,605-3.80% | Reduce |
| Vestment Financial LLC |
| 1.51% | 0.89% | #4 | $3.4M | 140,010 | $1.9M | 77,730 | +62,280+80.12% | Add |
| One Degree Advisors Inc |
| 0.63% | 0.71% | #7 | $2.8M | 117,658 | $2.7M | 112,765 | +4,893+4.34% | Add |
| Archford Capital Strategies, LLC |
| 0.16% | 0.18% | #12 | $1.6M | 65,017 | $1.5M | 64,446 | +571+0.89% | Add |
| XY Planning Network, Inc. |
| 0.19% | 0.22% | #11 | $1.5M | 63,275 | $1.4M | 56,571 | +6,704+11.85% | Add |
| Valley Financial Group, Inc. |
| 0.57% | 0.63% | #8 | $1.2M | 48,631 | $1.2M | 48,844 | -213-0.44% | Reduce |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 0.3% | 0.31% | #9 | $690,154 | 28,873 | $732,249 | 30,504 | -1,631-5.35% | Reduce |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #19 | $553,715 | 23,165 | $556,076 | 23,165 | 00.00% | Unchanged |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #17 | $525,127 | 21,969 | $527,366 | 21,969 | 00.00% | Unchanged |
| IHT Wealth Management, LLC |
| 0.01% | 0.03% | #16 | $474,644 | 19,857 | $1.1M | 46,964 | -27,107-57.72% | Reduce |
| Federation des caisses Desjardins du Quebec |
| <0.01% | <0.01% | #18 | $412,861 | 17,289 | $389,411 | 16,239 | +1,050+6.47% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #21 | $386,202 | 16,157 | $320,899 | 13,368 | +2,789+20.86% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #22 | $200,000 | 8,384 | $161,000 | 6,698 | +1,686+25.17% | Add |
| JPL Wealth Management, LLC |
| 0.02% | — | #14 | $83,972 | 3,513 | $0 | 0 | +3,513 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #24 | $29,377 | 1,229 | $1,416 | 59 | +1,170+1,983.05% | Add |
| Sankala Group LLC |
| 0.02% | — | #15 | $23,650 | 961 | $0 | 0 | +961 | New Buy |
| MATHER GROUP, LLC. |
| <0.01% | — | #20 | $4,326 | 181 | $0 | 0 | +181 | New Buy |
| AE Wealth Management LLC |
| <0.01% | — | #23 | $1,291 | 54 | $0 | 0 | +54 | New Buy |
