| 1 | HOWARD FINANCIAL SERVICES, LTD. | $1.1M | 48,566 | Added |
| 2 | STABLEFORD CAPITAL II LLC | $1.1M | 48,218 | Trimmed |
| 3 | Post Resch Tallon Group Inc. | $920,647 | 41,174 | Added |
| 4 | Cooper Financial Group | $780,268 | 34,896 | Added |
| 5 | FIRST FINANCIAL BANK - TRUST DIVISION | $702,171 | 31,403 | Hold |
| 6 | Bison Wealth, LLC | $679,033 | 29,536 | New |
| 7 | Fermata Advisors, LLC | $483,019 | 21,602 | Added |
| 8 | PensionDanmark Pensionsforsikringsaktieselskab | $415,449 | 18,580 | New |
| 9 | Madison Park Capital Advisors, LLC | $387,876 | 1,085 | Trimmed |
| 10 | GAMMA Investing LLC | $316,908 | 14,173 | Added |
| 11 | FNY Investment Advisers, LLC | $275,000 | 12,300 | Trimmed |
| 12 | First Heartland Consultants, Inc. | $267,873 | 11,980 | Added |
| 13 | Clark Asset Management, LLC | $257,140 | 11,500 | Hold |
| 14 | Balefire, LLC | $242,731 | 10,856 | Added |
| 15 | Mirador Capital Partners LP | $232,583 | 10,402 | Added |
| 16 | Versant Capital Management, Inc | $97,109 | 4,343 | Added |
| 17 | MassMutual Private Wealth & Trust, FSB | $43,401 | 1,941 | Trimmed |
| 18 | CoreCap Advisors, LLC | $35,485 | 1,587 | Added |
| 19 | KERR FINANCIAL PLANNING Corp | $35,277 | 1,578 | Added |
| 20 | CX Institutional | $24,000 | 1,089 | Trimmed |
| 21 | Byrne Asset Management LLC | $13,528 | 605 | Hold |
| 22 | Beaird Harris Wealth Management, LLC | $11,180 | 500 | Hold |
| 23 | ELEVATION WEALTH PARTNERS, LLC | $8,028 | 359 | New |
| 24 | Cedar Mountain Advisors, LLC | $7,088 | 317 | Hold |
| 25 | Retirement Wealth Solutions LLC | $5,121 | 229 | Added |