| ArrowMark Colorado Holdings LLC | 884.8K | $16.9M | −$2.23M | Cut−$767.3K |
| RAYMOND JAMES FINANCIAL INC | 194.9K | $3.71M | −$428.9K | Added$323.4K |
| STIFEL FINANCIAL CORP | 139K | $2.65M | −$383.6K | Cut−$751.1K |
| OSAIC HOLDINGS, INC. | 113.8K | $2.17M | −$129.2K | Added$1.15M |
| Noble Wealth Management PBC | 106.3K | $2.03M | −$222.8K | Added$265.2K |
| Almitas Capital LLC | 73.3K | $1.4M | — | New |
| Closed-End Fund Advisors, Inc. | 69.8K | $1.33M | −$191.4K | Cut−$183.1K |
| Hudson Bay Capital Management LP | 56.7K | $1.08M | — | New |
| Everstar Asset Management, LLC | 47.3K | $902.4K | −$119.7K | Cut−$97.7K |
| MORGAN STANLEY | 33.7K | $642.7K | −$88.3K | Cut−$55.6K |
| CSS LLC/IL | 31.6K | $603.1K | — | New |
| CALDWELL SUTTER CAPITAL, INC. | 25.7K | $489.7K | −$1.91K | Added$474.6K |
| Capital Investment Advisors, LLC | 24.2K | $462.1K | −$66.9K | Cut−$105.1K |
| OPPENHEIMER & CO INC | 23.7K | $451.7K | −$62.2K | Cut−$40.3K |
| Falcon Wealth Planning | 16.2K | $308.4K | −$44.7K | Cut−$74.9K |
| Catalina Capital Group, LLC | 15.7K | $299.6K | −$43.4K | Cut−$43.2K |
| Rockefeller Capital Management L.P. | 14.8K | $281.4K | −$40.7K | Cut−$40.7K |
| Accurate Wealth Management, LLC | 13.3K | $259.2K | −$34.1K | Cut−$60.8K |
| Private Advisor Group, LLC | 12.3K | $233.8K | −$30.4K | Cut−$6.43K |
| MAI Capital Management | 5.25K | $100.1K | −$14.5K | Cut−$14.5K |
| UBS Group AG | 3.55K | $67.6K | −$2.67K | Added$46.5K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2.1K | $40.1K | — | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 827 | $15.8K | — | New |
| Wilmington Savings Fund Society, FSB | 700 | $13.3K | −$1.38K | Added$2.43K |
| Sound Income Strategies, LLC | 453 | $8.71K | −$952 | Cut−$875 |
| Newbridge Financial Services Group, Inc. | 200 | $3.81K | −$552 | Cut−$552 |
| Allworth Financial LP | 200 | $3.81K | −$552 | Cut−$552 |
| HIGHLINE WEALTH PARTNERS LLC | 135 | $2.57K | −$373 | Cut−$373 |
| JONES FINANCIAL COMPANIES LLLP | 100 | $1.87K | — | New |
| BARD ASSOCIATES INC | 82 | $1.56K | −$312 | Cut−$6.9K |
| SBI Securities Co., Ltd. | 7 | $133 | −$11 | Added$46 |
| FNY Investment Advisers, LLC | 4.7K | $89 | — | New |
| Russell Investments Group, Ltd. | 4 | $76 | −$11 | Cut−$753 |
| WELLS FARGO & COMPANY/MN | 1 | $28 | $8 | Added$8 |