| Bessemer Group Inc | 15 | $2.00K | 0.00% | +15 | New |
| Activest Wealth Management | 16 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $1.27K | 0.00% | −39−78.0% | Reduced |
| SWAN Capital LLC | 10 | $1.16K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $926 | 0.00% | +1+14.3% | Added |
| Carmichael Hill & Associates, Inc. | 5 | $585 | 0.00% | −5−50.0% | Reduced |
| Capital Performance Advisors LLP | 5 | $578 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $463 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $463 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $348 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $347 | 0.00% | −29−90.6% | Reduced |
| MV Capital Management, Inc. | 2 | $232 | 0.00% | +1+100.0% | Added |
| St Germain D J Co Inc | 1 | $126 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $116 | 0.00% | −4,338−100.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 1 | $116 | 0.00% | −5−83.3% | Reduced |
| Rothschild Investment LLC | 1 | $116 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 112 | $33 | 0.00% | +10+9.8% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −301,603−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −101,040−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −62,700−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −46,906−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −30,559−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −23,244−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,910−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −18,624−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −13,747−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −10,269−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −10,064−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,751−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −8,967−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −8,552−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −8,317−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −8,306−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −7,702−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,155−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −6,447−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −6,006−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,759−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −5,588−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,522−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Passumpsic Savings Bank | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −2,853−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −2,829−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,541−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,226−100.0% | Sold out |
| Lauer Wealth, LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −21,660−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| McKinley Capital Management LLC /Delaware | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
