| Raffa Wealth Management, LLC | 19 | $1.71K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $1.35K | 0.00% | −1−6.3% | Reduced |
| Strengthening Families & Communities, LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $992 | 0.00% | +11 | New |
| Chesapeake Asset Management LLC | 10 | $901 | 0.00% | +10 | New |
| Annapolis Financial Services, LLC | 8 | $677 | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 4 | $361 | 0.00% | −1−20.0% | Reduced |
| LMR Partners LLP | 4 | $361 | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 1 | $91 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 312 | $65 | 0.00% | +28+9.9% | Added |
| ClearBridge Investments Ltd | 0 | $0 | 0.00% | −1,738,839−100.0% | Sold out |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −642,679−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −611,434−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −192,044−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −62,556−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,300−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −48,547−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −43,628−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −43,111−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −43,016−100.0% | Sold out |
| Brick & Kyle, Associates | 0 | $0 | 0.00% | −38,468−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −28,236−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −26,530−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,760−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −23,236−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,220−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −17,268−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,443−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −5,862−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −5,508−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| Chaney Capital Management, Inc. | 0 | $0 | 0.00% | −5,018−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,908−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| NSI Retail Advisors, LLC | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,234−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −4,019−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,926−100.0% | Sold out |
| Guardian Investment Management | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Oak Hill Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −3,121−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| JPL Wealth Management, LLC | – | – | – | – | Not filed |
| Abbrea Capital, LLC | – | – | – | – | Not filed |
| Farmers National Bank | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| PFW Advisors LLC | – | – | – | – | Not filed |
| Girard Partners Ltd. | – | – | – | – | Not filed |
| Members Wealth LLC | – | – | – | – | Not filed |
| Greylin Investment Mangement Inc | – | – | – | – | Not filed |
| Ascension Asset Management LLC | – | – | – | – | Not filed |
| Hall Capital Management Co Inc | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
