| 1 | ORG Wealth Partners, LLC | $52.4M | 11.1M | Trimmed |
| 2 | U S GLOBAL INVESTORS INC | $7.9M | 1.7M | Hold |
| 3 | McAlvany Wealth Management LLC | $4.0M | 849,534 | Added |
| 4 | Hodges Capital Management Inc. | $2.9M | 609,600 | Hold |
| 5 | TWIN FOCUS CAPITAL PARTNERS, LLC | $2.4M | 499,538 | Trimmed |
| 6 | TECTONIC ADVISORS LLC | $1.1M | 236,588 | Trimmed |
| 7 | Meixler Investment Management, Ltd. | $785,809 | 166,133 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $454,000 | 96,160 | Added |
| 9 | Total Wealth Planning & Management, Inc. | $236,122 | 49,920 | Hold |
| 10 | CITIGROUP INC | $138,175 | 29,259 | Added |
| 11 | Castleview Partners, LLC | $119,196 | 25,200 | Added |
| 12 | STRS OHIO | $78,518 | 16,600 | New |
| 13 | Police & Firemen's Retirement System of New Jersey | $75,751 | 16,015 | Hold |
| 14 | State of Alaska, Department of Revenue | $64,000 | 13,562 | Hold |
| 15 | Rathbones Group PLC | $62,304 | 13,200 | Hold |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $53,572 | 11,326 | New |
| 17 | OPPENHEIMER ASSET MANAGEMENT INC. | $51,108 | 10,805 | Added |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | $26,961 | 5,700 | Hold |
| 19 | Essential Investment Partners LLC | $26,275 | 5,555 | Hold |
| 20 | BRYN MAWR TRUST Co | $20,812 | 4,400 | Hold |
| 21 | EverSource Wealth Advisors, LLC | $6,461 | 1,366 | Added |
| 22 | GAMMA Investing LLC | $5,477 | 1,158 | Trimmed |
| 23 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $3,609 | 763 | Added |
| 24 | Farther Finance Advisors, LLC | $2,696 | 570 | New |
| 25 | TD Waterhouse Canada Inc. | $2,396 | 507 | Hold |