| Capital Advisors, Ltd. LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 43 | $3.00K | 0.00% | +43 | New |
| Lake Point Wealth Management | 57 | $3.00K | 0.00% | +57 | New |
| Baron Financial Group, LLC | 39 | $2.33K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 25 | $2.00K | 0.00% | +25 | New |
| Kelly Financial Services LLC | 60,749 | $1.01K | 0.04% | +59,737+5,902.9% | Added |
| Sound Income Strategies, LLC | 24 | $1.00K | 0.00% | −660−96.5% | Reduced |
| Crewe Advisors LLC | 16 | $1.00K | 0.00% | −72−81.8% | Reduced |
| FormulaFolio Investments, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Ironwood Wealth Management, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Arcadia Investment Advisors LLC | 12 | $718 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 8 | $484 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $478 | 0.00% | – | New |
| Prestige Wealth Management Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | – | – | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,670 | – | – | −8,330−83.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,986,657−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −1,105,782−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −395,000−100.0% | Sold out |
| Matrix Asset Advisors Inc | 0 | $0 | 0.00% | −75,230−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −68,520−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −60,997−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −57,492−100.0% | Sold out |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −55,272−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −47,024−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −26,450−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −18,206−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −23,912−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −23,051−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −22,337−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −18,203−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −13,158−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −12,957−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −10,673−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −7,215−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −5,586−100.0% | Sold out |
| Legacy Wealth Partners, Inc. | 0 | $0 | 0.00% | −5,511−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −5,124−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,778−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| BFT Financial Group, LLC | 0 | $0 | 0.00% | −4,201−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −4,060−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −3,952−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −3,621−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,415−100.0% | Sold out |
| Raab & Moskowitz Asset Management LLC | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Sara-Bay Financial | 0 | $0 | 0.00% | −2,784−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Flippin Bruce & Porter Inc | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |
| OneAscent Wealth Management LLC | – | – | – | – | Not filed |
| TCF National Bank | – | – | – | – | Not filed |
