| 1 | Assenagon Asset Management S.A. | $3.9M | 23,477 | Trimmed |
| 2 | Byrne Asset Management LLC | $2.5M | 15,046 | Trimmed |
| 3 | Polianta Ltd | $2.1M | 12,500 | Added |
| 4 | Hilltop National Bank | $1.4M | 8,373 | Trimmed |
| 5 | GAMMA Investing LLC | $618,801 | 3,756 | Added |
| 6 | Baron Wealth Management LLC | $540,146 | 3,279 | Added |
| 7 | Valeo Financial Advisors, LLC | $364,664 | 2,213 | Added |
| 8 | TRUST POINT INC. | $274,477 | 1,666 | Trimmed |
| 9 | Versant Capital Management, Inc | $239,217 | 1,452 | Trimmed |
| 10 | Dynamic Advisor Solutions LLC | $204,455 | 1,241 | New |
| 11 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $115,255 | 700 | Hold |
| 12 | MassMutual Private Wealth & Trust, FSB | $50,249 | 305 | Trimmed |
| 13 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $41,187 | 250 | Hold |
| 14 | HARBOR INVESTMENT ADVISORY, LLC | $31,303 | 190 | Added |
| 15 | Kozak & Associates, Inc. | $20,515 | 130 | Hold |
| 16 | Cedar Mountain Advisors, LLC | $11,038 | 67 | Hold |
| 17 | Dogwood Wealth Management LLC | $10,379 | 63 | Hold |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $6,590 | 40 | Added |
| 19 | Retirement Wealth Solutions LLC | $6,261 | 38 | Trimmed |
| 20 | Beaird Harris Wealth Management, LLC | $1,154 | 7 | Hold |
| 21 | CoreCap Advisors, LLC | $659 | 4 | Trimmed |
| 22 | CHAPIN DAVIS, INC. | $0 | 0 | Exited |