| Wealthspire Advisors, LLC | 553.6K | $719.7K | $230.8K | Added$244.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | 388.9K | $505.5K | — | Held |
| GEODE CAPITAL MANAGEMENT, LLC | 200.8K | $261.1K | $59.1K | Added$139.6K |
| SIMON QUICK ADVISORS, LLC | 173.3K | $225.3K | $73.7K | Added$73.7K |
| Leo Wealth, LLC | 173.3K | $225.3K | $73.7K | Added$73.7K |
| Corient Private Wealth LLC | 160K | $208K | $68K | Added$68K |
| VANGUARD FIDUCIARY TRUST CO | 58.1K | $75.6K | — | Held |
| State Street | 55.7K | $72.5K | $23.7K | Added$23.7K |
| XTX Topco Ltd | 54.9K | $71.4K | $11K | Added$48.8K |
| BlackRock, Inc. | 42.6K | $55.4K | $13.6K | Added$27.4K |
| NORTHERN TRUST CORP | 34K | $44.2K | $14.5K | Added$14.5K |
| Private Wealth Asset Management, LLC | 26.1K | $33.9K | $11.1K | Added$11.1K |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 24.4K | $31.8K | $9.29K | Added$12.7K |
| Vanguard Personalized Indexing Management, LLC | 24.3K | $31.6K | $5.54K | Added$20.2K |
| JANE STREET GROUP, LLC | 21.2K | $27.6K | — | New |
| Johnson Financial Group, Inc. | 20.3K | $26.4K | $8.64K | Added$8.64K |
| Coastal Bridge Advisors, LLC | 19.8K | $25.7K | $8.42K | Added$8.42K |
| Kestra Advisory Services, LLC | 19.2K | $24.9K | $8.16K | Added$8.16K |
| Schonfeld Strategic Advisors LLC | 10.1K | $13.1K | — | New |
| Steward Partners Investment Advisory, LLC | 8.69K | $11.3K | $3.7K | Added$3.7K |
| Vanguard Global Advisers, LLC | 5.38K | $7K | — | Held |
| UBS Group AG | 3.52K | $4.58K | $1.5K | Cut−$5.16K |
| Fortitude Family Office, LLC | 909 | $1.18K | $387 | Added$15 |
| WELLS FARGO & COMPANY/MN | 600 | $780 | $255 | Added$255 |
| OSAIC HOLDINGS, INC. | 500 | $650 | $215 | Added$215 |
| CITIGROUP INC | 273 | $355 | — | New |
| Caitong International Asset Management Co., Ltd | 4 | $5 | — | New |
| SBI Securities Co., Ltd. | 3 | $4 | — | New |
| Avion Wealth | 325 | $0 | — | New |