| KFG WEALTH MANAGEMENT, LLC |
| 1.92% | 1.99% | #2 | $17.1M | 626,631 | $15.4M | 614,380 | +12,251+1.99% | Add |
| Uniting Wealth Partners, LLC |
| 2.82% | 2.7% | #1 | $13.9M | 511,229 | $12.7M | 505,249 | +5,980+1.18% | Add |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| 0.73% | 0.77% | #3 | $5.8M | 213,735 | $5.4M | 214,449 | -714-0.33% | Reduce |
| Aptus Capital Advisors, LLC |
| 0.01% | 0.01% | #6 | $1.9M | 70,212 | $1.4M | 54,314 | +15,898+29.27% | Add |
| GUARDIAN WEALTH ADVISORS, LLC / NC |
| 0.07% | 0.07% | #4 | $1.2M | 44,141 | $1.1M | 44,141 | 00.00% | Unchanged |
| Kovack Advisors, Inc. |
| 0.02% | 0.05% | #5 | $431,474 | 15,856 | $870,214 | 34,722 | -18,866-54.33% | Reduce |
| Prime Capital Investment Advisors, LLC |
| <0.01% | <0.01% | #9 | $387,579 | 14,244 | $209,527 | 8,361 | +5,883+70.36% | Add |
| Cyndeo Wealth Partners, LLC |
| 0.01% | 0.01% | #7 | $272,100 | 10,000 | $250,600 | 10,000 | 00.00% | Unchanged |
| Cornerstone Wealth Group, LLC |
| 0.01% | 0.01% | #8 | $214,279 | 7,875 | $206,340 | 7,875 | 00.00% | Unchanged |
