| South State Corp. | 13 | $4.04K | 0.00% | +10+333.3% | Added |
| Transamerica Financial Advisors, Inc. | 12 | $3.73K | 0.00% | +9+300.0% | Added |
| Aventura Private Wealth, LLC | 11 | $3.42K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $3.42K | 0.00% | +2+22.2% | Added |
| Ancora Advisors, LLC | 10 | $3.11K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $3.11K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9 | $2.85K | 0.00% | −4−30.8% | Reduced |
| Raffa Wealth Management, LLC | 8 | $2.49K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $2.18K | 0.00% | +7 | New |
| Private Trust Co NA | 7 | $2.18K | 0.00% | −2−22.2% | Reduced |
| Roble, Belko & Company, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 6 | $1.87K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.87K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $1.87K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $1.86K | 0.00% | +2+50.0% | Added |
| Cornerstone Financial Management LLC | 6 | $1.86K | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $1.24K | 0.00% | −154−97.5% | Reduced |
| Marquette Asset Management, LLC | 4 | $1.24K | 0.00% | −1−20.0% | Reduced |
| Private Wealth Management Group, LLC | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4 | $1.24K | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $1.24K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Creative Financial Designs Inc | 3 | $933 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $933 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $933 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $933 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2 | $622 | 0.00% | +2 | New |
| HighMark Wealth Management LLC | 2 | $466 | 0.00% | +2 | New |
| MAI Capital Management | 1 | $311 | 0.00% | −31−96.9% | Reduced |
| Manchester Capital Management LLC | 1 | $311 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $311 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $311 | 0.00% | +1 | New |
| International Assets Investment Management, LLC | 1 | $311 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $311 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $203 | 0.00% | +1 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −45,819−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −29,161−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,710−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,077−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,899−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −12,158−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −6,411−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −6,215−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,659−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,422−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Sheets Smith Investment Management | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
