| SMART Wealth LLC |
| 1.94% | 0.88% | #2 | $9.0M | 240,266 | $3.0M | 112,266 | +128,000+114.01% | Add |
| Brookstone Capital Management |
| 0.05% | 0.01% | #5 | $5.0M | 133,917 | $868,087 | 32,537 | +101,380+311.58% | Add |
| Authentikos Wealth Advisory, LLC |
| 2.55% | 2.4% | #1 | $4.0M | 106,696 | $3.6M | 133,192 | -26,496-19.89% | Reduce |
| HERBST GROUP, LLC |
| 0.99% | — | #3 | $1.8M | 48,646 | $0 | 0 | +48,646 | New Buy |
| AE Wealth Management LLC |
| <0.01% | <0.01% | #8 | $815,158 | 21,738 | $384,767 | 14,422 | +7,316+50.73% | Add |
| Kovack Advisors, Inc. |
| 0.04% | — | #6 | $768,750 | 20,500 | $0 | 0 | +20,500 | New Buy |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #9 | $714,300 | 19,048 | $420,957 | 15,778 | +3,270+20.73% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | — | #12 | $209,288 | 5,581 | $0 | 0 | +5,581 | New Buy |
| Advisory Alpha, LLC |
| <0.01% | — | #7 | $200,944 | 5,358 | $0 | 0 | +5,358 | New Buy |
| Quest 10 Wealth Builders, Inc. |
| 0.15% | 0.01% | #4 | $187,388 | 4,997 | $14,247 | 534 | +4,463+835.77% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | — | #13 | $38,000 | 1,000 | $0 | 0 | +1,000 | New Buy |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #10 | $32,058 | 880 | $22,537 | 880 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #14 | $16,500 | 440 | $0 | 0 | +440 | New Buy |
| MORGAN STANLEY |
| <0.01% | — | #15 | $7,463 | 199 | $0 | 0 | +199 | New Buy |
| Plante Moran Financial Advisors, LLC |
| <0.01% | — | #11 | $1,313 | 35 | $0 | 0 | +35 | New Buy |
