| 1 | MORGAN STANLEY | $15.7M | 200,517 | Trimmed |
| 2 | GOLDMAN SACHS GROUP INC | $10.3M | 131,038 | Added |
| 3 | JPMORGAN CHASE & CO | $7.8M | 101,992 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $6.8M | 87,355 | Added |
| 5 | LPL Financial LLC | $2.9M | 37,436 | Trimmed |
| 6 | UBS Group AG | $2.8M | 36,099 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 32,044 | Added |
| 8 | Royal Bank of Canada | $2.2M | 27,489 | Added |
| 9 | BNP PARIBAS FINANCIAL MARKETS | $2.0M | 25,000 | New |
| 10 | MEITAV INVESTMENT HOUSE LTD | $1.6M | 20,738 | Hold |
| 11 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $1.6M | 20,635 | Hold |
| 12 | TRUIST FINANCIAL CORP | $1.6M | 19,887 | Added |
| 13 | JANE STREET GROUP, LLC | $1.5M | 19,250 | New |
| 14 | HighTower Advisors, LLC | $1.4M | 18,008 | Trimmed |
| 15 | PACIFIC SUN FINANCIAL CORP | $1.0M | 12,967 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $990,489 | 12,660 | Trimmed |
| 17 | Corient Private Wealth LLC | $750,166 | 9,588 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $707,000 | 9,034 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $705,770 | 9,021 | Trimmed |
| 20 | Cornerstone Advisory, LLC | $625,920 | 8,000 | Hold |
| 21 | NTV Asset Management LLC | $603,230 | 7,710 | Trimmed |
| 22 | HARBOUR INVESTMENTS, INC. | $598,145 | 7,645 | Added |
| 23 | WELLS FARGO & COMPANY/MN | $518,614 | 6,629 | Added |
| 24 | Kestra Advisory Services, LLC | $498,217 | 6,368 | Trimmed |
| 25 | Wealthfront Advisers LLC | $497,919 | 6,364 | Added |