| Cascade Wealth Advisors, Inc |
| 3.52% | 3.85% | #1 | $8.8M | 164,898 | $8.8M | 170,241 | -5,343-3.14% | Reduce |
| Private Advisor Group, LLC |
| 0.02% | — | #12 | $4.5M | 86,827 | $0 | 0 | +86,827 | New Buy |
| Farther Finance Advisors, LLC |
| 0.03% | 0.03% | #11 | $4.2M | 81,266 | $2.8M | 57,147 | +24,119+42.21% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #17 | $3.2M | 62,251 | $2.5M | 51,832 | +10,419+20.10% | Add |
| MADDEN SECURITIES Corp |
| 0.64% | 0.64% | #2 | $2.3M | 44,849 | $2.1M | 43,389 | +1,460+3.36% | Add |
| LPL Financial LLC |
| <0.01% | — | #28 | $1.8M | 34,242 | $0 | 0 | +34,242 | New Buy |
| BCS Wealth Management |
| 0.26% | 0.19% | #4 | $1.4M | 27,871 | $929,951 | 19,072 | +8,799+46.14% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #33 | $1.3M | 25,516 | $2.1M | 43,565 | -18,049-41.43% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #34 | $1.2M | 23,560 | $2.1M | 43,800 | -20,240-46.21% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.02% | <0.01% | #15 | $1.0M | 19,759 | $235,120 | 4,822 | +14,937+309.77% | Add |
| CAP Partners, LLC |
| 0.47% | 0.2% | #3 | $965,738 | 18,741 | $360,946 | 7,402 | +11,339+153.19% | Add |
| Coppell Advisory Solutions LLC |
| 0.05% | — | #8 | $657,894 | 25,080 | $0 | 0 | +25,080 | New Buy |
| Occidental Asset Management, LLC |
| 0.06% | 0.04% | #6 | $637,065 | 12,363 | $326,302 | 6,692 | +5,671+84.74% | Add |
| New England Private Wealth Advisors LLC |
| 0.05% | — | #10 | $509,384 | 9,970 | $0 | 0 | +9,970 | New Buy |
| Belpointe Asset Management LLC |
| 0.02% | 0.01% | #14 | $506,540 | 9,830 | $239,217 | 4,906 | +4,924+100.37% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #24 | $473,715 | 9,193 | $0 | 0 | +9,193 | New Buy |
| NFSG Corp |
| 0.06% | 0.05% | #7 | $454,340 | 8,817 | $290,220 | 5,952 | +2,865+48.14% | Add |
| Ponta Wealth Partners, LLC |
| 0.19% | — | #5 | $350,095 | 6,794 | $0 | 0 | +6,794 | New Buy |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #29 | $316,961 | 6,151 | $312,258 | 6,404 | -253-3.95% | Reduce |
| Valmark Advisers, Inc. |
| <0.01% | <0.01% | #18 | $314,333 | 6,100 | $297,436 | 6,100 | 00.00% | Unchanged |
| Garden State Investment Advisory Services LLC |
| 0.05% | — | #9 | $296,556 | 5,755 | $0 | 0 | +5,755 | New Buy |
| PFG Advisors |
| 0.01% | 0.07% | #16 | $283,133 | 5,495 | $1.5M | 30,165 | -24,670-81.78% | Reduce |
| Summit Financial, LLC |
| <0.01% | — | #19 | $265,719 | 5,157 | $0 | 0 | +5,157 | New Buy |
| PRIVATE TRUST CO NA |
| 0.02% | — | #13 | $237,038 | 4,600 | $0 | 0 | +4,600 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | — | #23 | $201,998 | 3,920 | $0 | 0 | +3,920 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #32 | $127,588 | 2,476 | $0 | 0 | +2,476 | New Buy |
| Parallel Advisors, LLC |
| <0.01% | — | #21 | $113,418 | 2,201 | $0 | 0 | +2,201 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #22 | $57,817 | 1,122 | $53,490 | 1,097 | +25+2.28% | Add |
| Allworth Financial LP |
| <0.01% | <0.01% | #31 | $41,224 | 800 | $39,008 | 800 | 00.00% | Unchanged |
| SHP Wealth Management |
| <0.01% | — | #20 | $25,980 | 504 | $0 | 0 | +504 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | — | #35 | $22,000 | 429 | $0 | 0 | +429 | New Buy |
| SALEM INVESTMENT COUNSELORS INC |
| <0.01% | <0.01% | #26 | $20,612 | 400 | $9,752 | 200 | +200+100.00% | Add |
| Capital Analysts, LLC |
| <0.01% | — | #27 | $17,829 | 346 | $0 | 0 | +346 | New Buy |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #30 | $11,079 | 215 | $0 | 0 | +215 | New Buy |
| Roble, Belko & Company, Inc |
| <0.01% | — | #25 | $5,101 | 99 | $0 | 0 | +99 | New Buy |
