| 1 | BANK OF AMERICA CORP /DE/ | $27.1M | 419,459 | Added |
| 2 | UBS Group AG | $11.6M | 178,799 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $4.2M | 65,540 | Added |
| 4 | CONNORS INVESTOR SERVICES INC | $3.1M | 48,137 | Added |
| 5 | MORGAN STANLEY | $2.6M | 39,956 | Trimmed |
| 6 | LPL Financial LLC | $2.4M | 37,700 | Trimmed |
| 7 | Moran Wealth Management, LLC | $2.2M | 34,030 | Added |
| 8 | GRIFFIN ASSET MANAGEMENT, INC. | $1.9M | 28,699 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.8M | 27,244 | Trimmed |
| 10 | STIFEL FINANCIAL CORP | $1.7M | 25,648 | Added |
| 11 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.6M | 25,106 | New |
| 12 | Sterling Investment Advisors, Ltd. | $1.5M | 23,800 | Added |
| 13 | SILVER OAK SECURITIES, INCORPORATED | $1.3M | 20,680 | Added |
| 14 | NTV Asset Management LLC | $1.1M | 17,083 | Trimmed |
| 15 | Equitable Holdings, Inc. | $990,891 | 15,327 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $844,140 | 13,057 | Trimmed |
| 17 | BOK Financial Private Wealth, Inc. | $840,450 | 13,000 | Hold |
| 18 | Royal Bank of Canada | $748,000 | 11,571 | Trimmed |
| 19 | ELEVATION POINT WEALTH PARTNERS, LLC | $725,696 | 11,225 | Added |
| 20 | DAVENPORT & Co LLC | $717,615 | 11,100 | Hold |
| 21 | Vestmark Advisory Solutions, Inc. | $575,256 | 8,898 | Added |
| 22 | Prospera Financial Services Inc | $573,485 | 8,872 | New |
| 23 | Cambridge Investment Research Advisors, Inc. | $567,000 | 8,774 | New |
| 24 | Phoenix Wealth Advisors | $542,414 | 8,390 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $535,414 | 8,282 | Added |