| 1 | TRUIST FINANCIAL CORP | $8.1M | 247,500 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $7.5M | 227,948 | Added |
| 3 | CASTLE WEALTH MANAGEMENT LLC | $7.0M | 214,231 | Trimmed |
| 4 | Pine Valley Investments Ltd Liability Co | $4.0M | 120,600 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 116,553 | Added |
| 6 | Heritage Wealth Management, Inc. | $2.8M | 85,820 | Hold |
| 7 | Atria Investments, Inc | $2.4M | 74,000 | Added |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 71,135 | Added |
| 9 | Wealthcare Advisory Partners LLC | $1.6M | 50,194 | Trimmed |
| 10 | Wealth Dimensions Group, Ltd. | $1.4M | 41,775 | Hold |
| 11 | EdgeRock Capital LLC | $1.3M | 38,359 | Added |
| 12 | TRANSCEND CAPITAL ADVISORS, LLC | $702,167 | 21,401 | Trimmed |
| 13 | Freestone Capital Holdings, LLC | $506,488 | 15,437 | New |
| 14 | PFG Investments, LLC | $503,822 | 15,356 | Added |
| 15 | Concurrent Investment Advisors, LLC | $445,921 | 13,591 | New |
| 16 | PUREfi Wealth, LLC | $426,530 | 13,000 | Hold |
| 17 | Weaver Consulting Group | $313,336 | 9,550 | Hold |
| 18 | ORBA Wealth Advisors, L.L.C. | $215,130 | 6,557 | New |
| 19 | Blue Trust, Inc. | $96,494 | 2,941 | Added |
| 20 | Farther Finance Advisors, LLC | $26,642 | 812 | Hold |
| 21 | Signature Equity Partners, LLC | $7,317 | 223 | Hold |
| 22 | SAPIENT CAPITAL LLC | $0 | 0 | Exited |