| 1 | PensionDanmark Pensionsforsikringsaktieselskab | $6.0M | 52,985 | New |
| 2 | Assenagon Asset Management S.A. | $2.3M | 20,587 | Added |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 11,175 | Added |
| 4 | Bison Wealth, LLC | $742,784 | 6,446 | Trimmed |
| 5 | CoreCap Advisors, LLC | $617,760 | 5,500 | Trimmed |
| 6 | Dynamic Advisor Solutions LLC | $594,959 | 5,297 | Trimmed |
| 7 | Apella Capital, LLC | $450,914 | 4,030 | Added |
| 8 | Valeo Financial Advisors, LLC | $321,934 | 2,866 | Trimmed |
| 9 | MOODY NATIONAL BANK TRUST DIVISION | $290,572 | 2,587 | Hold |
| 10 | BRAVE ASSET MANAGEMENT INC | $280,238 | 2,495 | Trimmed |
| 11 | Fermata Advisors, LLC | $263,503 | 2,346 | Added |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $244,825 | 2,180 | Trimmed |
| 13 | Flower City Capital | $238,905 | 2,127 | Hold |
| 14 | Versant Capital Management, Inc | $215,205 | 1,916 | Trimmed |
| 15 | GAMMA Investing LLC | $206,444 | 1,838 | Hold |
| 16 | MassMutual Private Wealth & Trust, FSB | $66,943 | 596 | Added |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $50,544 | 450 | New |
| 18 | Bulwark Capital Corp | $33,696 | 300 | Hold |
| 19 | BURKETT FINANCIAL SERVICES, LLC | $20,666 | 184 | Hold |
| 20 | Hilltop National Bank | $11,232 | 100 | Hold |
| 21 | Cedar Mountain Advisors, LLC | $4,493 | 40 | Hold |
| 22 | Noble Wealth Management PBC | $1,123 | 10 | New |
| 23 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 24 | CHAPIN DAVIS, INC. | $0 | 0 | Exited |