| 1 | Assenagon Asset Management S.A. | $103.0M | 1.9M | Added |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $7.1M | 130,130 | New |
| 3 | Polianta Ltd | $2.3M | 42,100 | Added |
| 4 | Thrive Wealth Management, LLC | $409,808 | 7,536 | Trimmed |
| 5 | Mirabaud & Cie SA | $386,240 | 7,100 | New |
| 6 | Grant Private Wealth Management Inc | $262,112 | 4,820 | Trimmed |
| 7 | Dynamic Advisor Solutions LLC | $212,952 | 3,916 | Trimmed |
| 8 | GAMMA Investing LLC | $173,527 | 3,191 | Added |
| 9 | Versant Capital Management, Inc | $83,528 | 1,536 | Added |
| 10 | CX Institutional | $66,000 | 1,213 | Added |
| 11 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $36,434 | 670 | Hold |
| 12 | MassMutual Private Wealth & Trust, FSB | $31,758 | 584 | Trimmed |
| 13 | CoreCap Advisors, LLC | $25,450 | 468 | Trimmed |
| 14 | HARBOR INVESTMENT ADVISORY, LLC | $6,743 | 124 | Hold |
| 15 | FNY Investment Advisers, LLC | $5,000 | 99 | Trimmed |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $4,460 | 82 | New |
| 17 | ATWOOD & PALMER INC | $3,807 | 70 | Hold |
| 18 | Retirement Wealth Solutions LLC | $1,142 | 21 | Trimmed |
| 19 | West Financial Advisors, LLC | $1,034 | 19 | New |
| 20 | Dogwood Wealth Management LLC | $544 | 10 | Trimmed |
| 21 | Beaird Harris Wealth Management, LLC | $272 | 5 | Trimmed |
| 22 | 3 FACTOR INDEXING, LLC | $109 | 2 | Hold |
| 23 | Arlington Trust Co LLC | $0 | 0 | Exited |
| 24 | Central Pacific Bank - Trust Division | $0 | 0 | Exited |
| 25 | Global Wealth Strategies & Associates | $0 | 0 | Exited |