| AE Wealth Management LLC |
| 0.03% | 0.03% | #11 | $5.8M | 233,739 | $6.1M | 298,875 | -65,136-21.79% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #18 | $3.2M | 129,741 | $0 | 0 | +129,741 | New Buy |
| Mid-American Wealth Advisory Group, Inc. |
| 0.88% | — | #1 | $2.4M | 98,406 | $0 | 0 | +98,406 | New Buy |
| Lloyd Advisory Services, LLC. |
| 0.58% | 0.02% | #2 | $1.5M | 60,620 | $71,210 | 3,489 | +57,131+1,637.46% | Add |
| B.O.S.S. Retirement Advisors, LLC |
| 0.13% | 0.13% | #6 | $482,434 | 19,469 | $411,751 | 20,174 | -705-3.49% | Reduce |
| HOWARD BAILEY SECURITIES, LLC |
| 0.17% | 0.16% | #5 | $448,652 | 18,105 | $382,198 | 18,726 | -621-3.32% | Reduce |
| Authentikos Wealth Advisory, LLC |
| 0.23% | 0.63% | #4 | $352,644 | 14,231 | $935,696 | 45,845 | -31,614-68.96% | Reduce |
| Integrated Wealth Management |
| 0.25% | — | #3 | $236,536 | 9,545 | $0 | 0 | +9,545 | New Buy |
| Elevated Capital Advisors, LLC |
| 0.06% | <0.01% | #8 | $235,496 | 9,503 | $286 | 14 | +9,489+67,778.57% | Add |
| Great Lakes Retirement, Inc. |
| 0.02% | 0.02% | #13 | $232,240 | 9,372 | $207,121 | 10,148 | -776-7.65% | Reduce |
| TOUNJIAN ADVISORY PARTNERS, LLC |
| 0.07% | — | #7 | $164,376 | 6,633 | $0 | 0 | +6,633 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #19 | $138,865 | 5,611 | $92,508 | 4,482 | +1,129+25.19% | Add |
| Kingdom Financial Group LLC. |
| 0.02% | 0.02% | #12 | $82,047 | 3,311 | $71,210 | 3,489 | -178-5.10% | Reduce |
| Montgomery Financial Services LLC |
| 0.05% | — | #10 | $55,433 | 2,237 | $0 | 0 | +2,237 | New Buy |
| POM Investment Strategies, LLC |
| 0.05% | — | #9 | $43,910 | 1,772 | $0 | 0 | +1,772 | New Buy |
| Decker Retirement Planning Inc. |
| 0.01% | — | #15 | $24,483 | 988 | $0 | 0 | +988 | New Buy |
| Networth Advisors, LLC |
| 0.01% | 0.02% | #14 | $18,404 | 743 | $33,023 | 1,618 | -875-54.08% | Reduce |
| Key Capital Management, INC |
| 0.01% | — | #16 | $14,323 | 578 | $0 | 0 | +578 | New Buy |
| Quest 10 Wealth Builders, Inc. |
| <0.01% | 0.02% | #17 | $6,022 | 243 | $17,553 | 860 | -617-71.74% | Reduce |
