| City Holding Co | 12 | $10.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $9.13K | 0.00% | −1−14.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $9.13K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 6 | $9.13K | 0.00% | +6 | New |
| Redmont Wealth Advisors LLC | 6 | $9.13K | 0.01% | +6 | New |
| Pacifica Partners Inc. | 6 | $9.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5 | $7.64K | 0.00% | −153−96.8% | Reduced |
| JJJ Advisors Inc. | 5 | $7.61K | 0.00% | +5 | New |
| Rocky Mountain Advisers, LLC | 5 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $7.61K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 5 | $7.61K | 0.00% | +5 | New |
| Spotlight Asset Group, Inc. | 5 | $7.61K | 0.01% | +5 | New |
| Bokf, NA | 5 | $7.54K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 5 | $7.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $7.29K | 0.00% | +5 | New |
| Mather Group, LLC. | 5 | $7.10K | 0.00% | +5 | New |
| CVA Family Office, LLC | 4 | $6.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $6.09K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 4 | $6.09K | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 3 | $4.56K | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $4.56K | 0.00% | +3 | New |
| WR Wealth Planners, LLC | 3 | $4.56K | 0.00% | +3 | New |
| Kiely Wealth Advisory Group, Inc. | 3 | $4.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $3.27K | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $3.04K | 0.00% | −3−60.0% | Reduced |
| Zions Bancorporation, N.A. | 2 | $3.04K | 0.00% | −1−33.3% | Reduced |
| Toth Financial Advisory Corp | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $3.04K | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $3.04K | 0.00% | +2 | New |
| Red Tortoise LLC | 2 | $3.04K | 0.00% | +2 | New |
| Bellevue Asset Management, LLC | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1 | $2.00K | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $1.52K | 0.00% | −274−99.6% | Reduced |
| Harbour Investments, Inc. | 1 | $1.52K | 0.00% | −4−80.0% | Reduced |
| First Horizon Advisors, Inc. | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $1.52K | 0.00% | +1 | New |
| EntryPoint Capital, LLC | 1 | $1.52K | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $1.52K | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 87,509 | $58 | 0.00% | +87,509 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 0 | $0 | 0.00% | −25,190−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −17,331−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −11,479−100.0% | Sold out |
| Van Den Berg Management I, Inc | 0 | $0 | 0.00% | −7,958−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,583−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −1,420−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Pecaut & Co. | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Canal Capital Management, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |