| 1 | Czech National Bank | $10.5M | 626,838 | Added |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $10.2M | 609,332 | New |
| 3 | Polianta Ltd | $1.7M | 101,000 | Added |
| 4 | Assenagon Asset Management S.A. | $972,970 | 57,846 | Added |
| 5 | Bison Wealth, LLC | $421,492 | 25,059 | Trimmed |
| 6 | GAMMA Investing LLC | $406,119 | 24,145 | Trimmed |
| 7 | LifeGoal Investments, LLC | $370,343 | 22,018 | Trimmed |
| 8 | GK Wealth Management LLC | $303,994 | 18,073 | New |
| 9 | CX Institutional | $300,000 | 17,824 | Added |
| 10 | Fermata Advisors, LLC | $229,728 | 13,658 | New |
| 11 | Hennion & Walsh Asset Management, Inc. | $220,544 | 13,112 | New |
| 12 | Versant Capital Management, Inc | $111,618 | 6,636 | Added |
| 13 | CoreCap Advisors, LLC | $98,279 | 5,843 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $83,814 | 4,983 | Added |
| 15 | Byrne Asset Management LLC | $50,460 | 3,000 | Trimmed |
| 16 | KERR FINANCIAL PLANNING Corp | $33,809 | 2,011 | Trimmed |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $13,456 | 800 | Added |
| 18 | EASTERN BANK | $9,419 | 560 | Hold |
| 19 | Hilltop National Bank | $8,410 | 500 | New |
| 20 | Grove Bank & Trust | $8,410 | 500 | Trimmed |
| 21 | Cedar Mountain Advisors, LLC | $7,660 | 455 | Added |
| 22 | Retirement Wealth Solutions LLC | $2,120 | 126 | Trimmed |
| 23 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1,512 | 90 | Hold |
| 24 | Arlington Trust Co LLC | $1,463 | 87 | Hold |
| 25 | HARBOR INVESTMENT ADVISORY, LLC | $370 | 22 | Hold |