| 1 | Czech National Bank | $7.0M | 100,517 | Added |
| 2 | 180 WEALTH ADVISORS, LLC | $2.5M | 35,750 | Added |
| 3 | BDF-GESTION | $1.9M | 17,370 | Trimmed |
| 4 | Trust Asset Management LLC | $1.5M | 3,866 | New |
| 5 | Mirabaud & Cie SA | $1.2M | 17,154 | Trimmed |
| 6 | EASTERN BANK | $1.0M | 14,578 | Hold |
| 7 | GAMMA Investing LLC | $1.0M | 14,479 | Trimmed |
| 8 | Lake Hills Wealth Management, LLC | $975,938 | 13,936 | Added |
| 9 | PensionDanmark Pensionsforsikringsaktieselskab | $865,081 | 12,353 | New |
| 10 | CX Institutional | $611,000 | 8,720 | Added |
| 11 | Valeo Financial Advisors, LLC | $519,050 | 7,412 | Added |
| 12 | CoreCap Advisors, LLC | $321,788 | 4,595 | Added |
| 13 | Cohen Capital Management, Inc. | $243,004 | 3,470 | New |
| 14 | Versant Capital Management, Inc | $153,296 | 2,189 | Added |
| 15 | MassMutual Private Wealth & Trust, FSB | $127,245 | 1,817 | Added |
| 16 | Central Pacific Bank - Trust Division | $126,404 | 1,805 | Added |
| 17 | Strategic Investment Solutions, Inc. /IL | $61,206 | 874 | New |
| 18 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $10,153 | 145 | Hold |
| 19 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $7,564 | 108 | Hold |
| 20 | ELEVATION WEALTH PARTNERS, LLC | $7,564 | 108 | Trimmed |
| 21 | ATWOOD & PALMER INC | $7,003 | 100 | Hold |
| 22 | Retirement Wealth Solutions LLC | $4,973 | 71 | Added |
| 23 | Arlington Trust Co LLC | $4,202 | 60 | Hold |
| 24 | Dogwood Wealth Management LLC | $3,572 | 51 | Added |
| 25 | CHAPIN DAVIS, INC. | $0 | 0 | Exited |