| HFM Investment Advisors, LLC | 7 | $1.76K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.76K | 0.00% | +6+600.0% | Added |
| First Command Advisory Services, Inc. | 6 | $1.51K | 0.00% | −4−40.0% | Reduced |
| TFC Financial Management | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 5 | $1.37K | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $1.25K | 0.00% | −5−50.0% | Reduced |
| Clark Wealth Partners | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.25K | 0.00% | +3+150.0% | Added |
| Laurel Wealth Advisors LLC | 5 | $1.25K | 0.00% | +5 | New |
| Quarry LP | 5 | $1.25K | 0.00% | +5 | New |
| Ares Financial Consulting, LLC | 5 | $1.25K | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Rachor Investment Advisory Services, LLC | 4 | $1.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $753 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3 | $753 | 0.00% | +2+200.0% | Added |
| Financial Consulate, Inc | 2 | $502 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $502 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $502 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $502 | 0.00% | +1+100.0% | Added |
| NorthAvenue LLC | 2 | $502 | 0.00% | +2 | New |
| Brown, Lisle/Cummings, Inc. | 1 | $309 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1 | $250 | 0.00% | −14−93.3% | Reduced |
| Y.D. More Investments Ltd | 75 | $59 | 0.00% | −9−10.7% | Reduced |
| Atlantic Union Bankshares Corp | 0 | $18 | 0.00% | 0 | Unchanged |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −272,996−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −226,943−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −143,620−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −51,231−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −39,130−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −14,037−100.0% | Sold out |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −11,317−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −10,661−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −8,456−100.0% | Sold out |
| Murphy Pohlad Asset Management LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Dakota Community Bank & Trust NA | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Geo Capital Gestora de Recursos Ltd | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| IMG Wealth Management, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| RiverGlades Family Offices LLC | – | – | – | – | Not filed |
