| Strategic Wealth Investment Group, LLC |
| 4.67% | 4.6% | #1 | $38.5M | 1.0M | $36.2M | 1.1M | -94,849-8.36% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.1% | 0.08% | #3 | $21.2M | 571,899 | $15.2M | 474,902 | +96,997+20.42% | Add |
| Israel Discount Bank of New York |
| 1.12% | 0.92% | #2 | $603,259 | 16,285 | $418,893 | 13,115 | +3,170+24.17% | Add |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #5 | $131,358 | 3,546 | $113,259 | 3,546 | 00.00% | Unchanged |
| OSAIC HOLDINGS, INC. |
| <0.01% | — | #8 | $53,966 | 1,457 | $0 | 0 | +1,457 | New Buy |
| POM Investment Strategies, LLC |
| 0.05% | 0.05% | #4 | $45,790 | 1,236 | $39,481 | 1,236 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #11 | $33,458 | 910 | $957 | 31 | +879+2,835.48% | Add |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #7 | $22,708 | 613 | $19,794 | 613 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | — | #10 | $19,152 | 517 | $0 | 0 | +517 | New Buy |
| AE Wealth Management LLC |
| <0.01% | — | #9 | $9,928 | 268 | $0 | 0 | +268 | New Buy |
| CoreCap Advisors, LLC |
| <0.01% | <0.01% | #6 | $8,891 | 240 | $7,666 | 240 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #12 | $74 | 2 | $64 | 2 | 00.00% | Unchanged |
