| Signature Equity Partners, LLC | 9 | $1.86K | 0.00% | +9 | New |
| Wealth Preservation Advisors, LLC | 7 | $1.45K | 0.00% | −2−22.2% | Reduced |
| Rossby Financial, LCC | 6 | $1.24K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $1.24K | 0.00% | +1+20.0% | Added |
| Valued Wealth Advisors LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $826 | 0.00% | −1−20.0% | Reduced |
| TFC Financial Management | 4 | $826 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $826 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $826 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 3 | $620 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $620 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $620 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 3 | $619 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $619 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $619 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $432 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $413 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $413 | 0.00% | +1+100.0% | Added |
| Signature Resources Capital Management, LLC | 2 | $413 | 0.00% | +2 | New |
| Eastern Bank | 1 | $206 | 0.00% | +1 | New |
| Toronto Dominion Bank | 1 | $151 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $149 | 0.00% | +1 | New |
| Central Trust Co | 1 | $137 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 0 | $0 | 0.00% | −54,544−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −32,151−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −21,191−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −14,644−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −8,533−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −5,212−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −5,090−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,706−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,355−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −4,284−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,892−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,330−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −2,046−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Vestia Personal Wealth Advisors | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| TAGStone Capital, Inc. | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |