| ArrowMark Colorado Holdings LLC | 808.1K | $17.6M | — | Held |
| STIFEL FINANCIAL CORP | 155.8K | $3.4M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 155.4K | $3.39M | — | Held |
| Noble Wealth Management PBC | 80.7K | $1.76M | −$7.77K | Added$58.4K |
| Closed-End Fund Advisors, Inc. | 69.3K | $1.51M | — | Held |
| OSAIC HOLDINGS, INC. | 46.8K | $1.02M | — | Held |
| Everstar Asset Management, LLC | 46.2K | $1M | — | Held |
| MORGAN STANLEY | 32K | $698.3K | −$3.11K | Added$20K |
| Capital Investment Advisors, LLC | 26K | $567.2K | — | Held |
| OPPENHEIMER & CO INC | 22.5K | $492K | — | Held |
| Falcon Wealth Planning | 17.6K | $383.2K | — | Held |
| Catalina Capital Group, LLC | 15.7K | $342.7K | — | Held |
| Rockefeller Capital Management L.P. | 14.8K | $322.1K | — | Held |
| Accurate Wealth Management, LLC | 14.5K | $319.9K | — | Held |
| Private Advisor Group, LLC | 11K | $240.3K | — | Held |
| Oxbow Advisors, LLC | 10.9K | $237.6K | — | Held |
| MAI Capital Management | 5.25K | $114.6K | — | Held |
| BANK OF AMERICA CORP /DE/ | 5.05K | $110.2K | −$305 | Added$43.3K |
| TRUST CO OF VERMONT | 1.75K | $38.2K | — | Held |
| ROYAL BANK OF CANADA | 1.03K | $22K | — | Held |
| UBS Group AG | 967 | $21.1K | — | Held |
| CALDWELL SUTTER CAPITAL, INC. | 693 | $15.1K | — | Held |
| Global Wealth Strategies & Associates | 511 | $11.2K | — | Held |
| Wilmington Savings Fund Society, FSB | 500 | $10.9K | — | Held |
| Sound Income Strategies, LLC | 449 | $9.58K | — | Held |
| BARD ASSOCIATES INC | 370 | $8.46K | — | Held |
| Newbridge Financial Services Group, Inc. | 200 | $4.36K | — | Held |
| Allworth Financial LP | 200 | $4.36K | −$20 | Cut−$20 |
| HIGHLINE WEALTH PARTNERS LLC | 135 | $2.95K | — | Held |
| Russell Investments Group, Ltd. | 38 | $829 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 10.2K | $222 | — | Held |
| SBI Securities Co., Ltd. | 4 | $87 | — | Held |
| WELLS FARGO & COMPANY/MN | 1 | $20 | — | Held |