| 1 | Assenagon Asset Management S.A. | $64.7M | 140,828 | Trimmed |
| 2 | David J Yvars Group | $2.9M | 6,284 | Trimmed |
| 3 | Central Pacific Bank - Trust Division | $1.7M | 3,697 | Trimmed |
| 4 | CGN Advisors LLC | $1.5M | 3,234 | Added |
| 5 | Eleva Capital SAS | $1.3M | 2,715 | Hold |
| 6 | Dynamic Advisor Solutions LLC | $1.1M | 2,345 | Trimmed |
| 7 | MOODY NATIONAL BANK TRUST DIVISION | $1.0M | 2,190 | Added |
| 8 | GAMMA Investing LLC | $768,124 | 1,673 | Trimmed |
| 9 | Valeo Financial Advisors, LLC | $636,813 | 1,387 | Added |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $462,344 | 1,007 | Trimmed |
| 11 | Sandy Cove Advisors, LLC | $312,668 | 681 | Hold |
| 12 | Versant Capital Management, Inc | $305,781 | 666 | Added |
| 13 | 180 WEALTH ADVISORS, LLC | $301,522 | 657 | Added |
| 14 | Fermata Advisors, LLC | $269,509 | 587 | New |
| 15 | City Center Advisors, LLC | $263,081 | 573 | New |
| 16 | FNY Investment Advisers, LLC | $228,000 | 498 | New |
| 17 | Evanson Financial, LLC | $226,810 | 494 | New |
| 18 | CoreCap Advisors, LLC | $200,640 | 437 | Added |
| 19 | MassMutual Private Wealth & Trust, FSB | $190,998 | 416 | Added |
| 20 | Grove Bank & Trust | $101,927 | 222 | Trimmed |
| 21 | Finley Financial, LLC | $89,071 | 194 | Hold |
| 22 | Hilltop National Bank | $67,492 | 147 | New |
| 23 | Noble Wealth Management PBC | $54,636 | 119 | Hold |
| 24 | Beaird Harris Wealth Management, LLC | $36,272 | 79 | Hold |
| 25 | ATWOOD & PALMER INC | $22,957 | 50 | Hold |