| MORGAN STANLEY | 17.2M | $351.4M | — | Held |
| BANK OF AMERICA CORP /DE/ | 8.58M | $175M | — | Held |
| BARCLAYS PLC | 701.5K | $14.3M | −$816.9K | Added$2.74M |
| TUDOR INVESTMENT CORP ET AL | 553.5K | $11.3M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 288.1K | $5.88M | −$432.6K | Cut−$247.1K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 109.7K | $2.24M | — | Held |
| Sanctuary Advisors, LLC | 97K | $1.98M | −$150.3K | Cut−$3.33M |
| Savant Capital, LLC | 87.2K | $1.78M | −$130.4K | Cut−$68.3K |
| Allworth Financial LP | 66.7K | $1.36M | — | Held |
| IFP Advisors, Inc | 39.4K | $803.5K | — | Held |
| AllSquare Wealth Management LLC | 36.5K | $744K | — | Held |
| Millennium Capital Advisors, LLC | 32.5K | $662.4K | −$21.9K | Added$352K |
| Canal Capital Management, LLC | 32.4K | $662K | — | Held |
| Triumph Capital Management | 29.8K | $607.9K | −$44.7K | Cut−$25.9K |
| Cresset Asset Management, LLC | 28.5K | $582.4K | −$44.2K | Cut−$44.2K |
| MRP Capital Investments, LLC | 16.9K | $371.7K | — | Held |
| Severin Investments, LLC | 15.1K | $308.6K | −$23.1K | Cut−$19.3K |
| Stillwater Wealth Management Group | 15K | $305.6K | — | Held |
| National Philanthropic Trust | 12.3K | $250.9K | −$19.1K | Cut−$19.1K |
| Steadtrust LLC | 12.3K | $250.6K | −$19K | Cut−$19K |
| Saranac Partners Ltd | 200K | $201.4K | — | New |
| Leonteq Securities AG | 7.3K | $149K | −$10.9K | Cut−$4.73K |
| Aventura Private Wealth, LLC | 4.24K | $86.6K | −$6.58K | Cut−$6.58K |
| WFA of San Diego, LLC | 1.65K | $33.7K | — | Held |
| Clark Wealth Partners | 1.62K | $32.9K | −$2.81K | Cut−$2.81K |
| EVOLUTION WEALTH MANAGEMENT INC. | 266 | $5.43K | — | Held |
| Noble Wealth Management PBC | 200 | $4.08K | — | Held |
| Essential Partners LLC | 100 | $2.04K | −$155 | Cut−$155 |
| Strategic Investment Solutions, Inc. /IL | 100 | $2.04K | — | Held |
| Painted Porch Advisors LLC | 100 | $2.04K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 75 | $1.53K | — | Held |
| Boreal Capital Management LLC | 32 | $653 | — | Held |
| Evolution Advisers, Inc. | 318 | $6 | — | Held |