| Marex Group plc |
| 0.04% | 0.05% | #9 | $8.4M | 399,787 | $8.3M | 399,787 | 00.00% | Unchanged |
| MAI Capital Management |
| 0.02% | 0.03% | #10 | $5.4M | 255,301 | $5.4M | 257,757 | -2,456-0.95% | Reduce |
| Wealthcare Advisory Partners LLC |
| 0.07% | 0.2% | #6 | $3.5M | 168,575 | $10.3M | 496,018 | -327,443-66.01% | Reduce |
| STAPP WEALTH MANAGEMENT, PLLC |
| 3.57% | 3.4% | #1 | $2.7M | 129,765 | $2.7M | 128,143 | +1,622+1.27% | Add |
| Sigma Planning Corp |
| 0.06% | 0.07% | #7 | $2.4M | 112,369 | $2.4M | 116,382 | -4,013-3.45% | Reduce |
| Hilltop Holdings Inc. |
| 0.16% | 0.18% | #5 | $2.0M | 95,000 | $2.0M | 95,000 | 00.00% | Unchanged |
| Oregon Pacific Wealth Management, LLC |
| 1.7% | 1.86% | #2 | $1.8M | 86,319 | $1.8M | 86,028 | +291+0.34% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #11 | $1.5M | 72,853 | $1.5M | 71,946 | +907+1.26% | Add |
| Innova Wealth Partners |
| 0.56% | 0.42% | #3 | $1.4M | 65,464 | $886,282 | 42,699 | +22,765+53.32% | Add |
| Legacy Wealth Managment, LLC/ID |
| 0.43% | 0.65% | #4 | $1.0M | 49,064 | $1.3M | 62,532 | -13,468-21.54% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | — | #12 | $908,920 | 43,343 | $0 | 0 | +43,343 | New Buy |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #14 | $563,849 | 26,783 | $557,686 | 26,868 | -85-0.32% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #15 | $273,872 | 13,009 | $817,287 | 39,375 | -26,366-66.96% | Reduce |
| Professional Financial Advisors, LLC |
| 0.04% | 0.05% | #8 | $226,820 | 10,774 | $230,293 | 11,095 | -321-2.89% | Reduce |
| MATHER GROUP, LLC. |
| <0.01% | 0.05% | #13 | $37,979 | 1,804 | $4.7M | 226,407 | -224,603-99.20% | Reduce |
