| Sachetta, LLC | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $1.40K | 0.00% | −1−14.3% | Reduced |
| HHM Wealth Advisors, LLC | 5 | $1.17K | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.17K | 0.00% | −9−64.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $936 | 0.00% | −2−33.3% | Reduced |
| WealthTrak Capital Management LLC | 4 | $936 | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 4 | $935 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4 | $935 | 0.00% | +4 | New |
| Transce3nd, LLC | 4 | $935 | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 3 | $702 | 0.00% | +3 | New |
| SWAN Capital LLC | 3 | $701 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $468 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $468 | 0.00% | +2 | New |
| NBC Securities, Inc. | 1 | $250 | 0.02% | −1,096−99.9% | Reduced |
| Sunbelt Securities, Inc. | 1 | $235 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $234 | 0.00% | −14−93.3% | Reduced |
| SJS Investment Consulting Inc. | 1 | $234 | 0.00% | −4−80.0% | Reduced |
| Breakwater Investment Management | 1 | $234 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $234 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $234 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1 | $234 | 0.00% | +1 | New |
| NewSquare Capital LLC | 1 | $234 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $234 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $234 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $234 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $234 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $203 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,435,321−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −2,243,532−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −119,944−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −38,100−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −23,433−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,731−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −12,544−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| Michelson Medical Research Foundation, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Truxt Investmentos Ltda. | 0 | $0 | 0.00% | −9,571−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,829−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −5,869−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −4,224−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,458−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,274−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −109,467−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,321−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,734−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Susquehanna International Securities, Ltd. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
