| Bleichroeder LP | 6.82M | $1.57M | −$514.8K | Cut−$514.8K |
| GC Wealth Management RIA, LLC | 4.63M | $1.06M | −$349.7K | Cut−$349.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.46M | $565.2K | — | Held |
| Lion Point Capital, LP | 2.2M | $506.4K | −$166.3K | Cut−$166.3K |
| GEODE CAPITAL MANAGEMENT, LLC | 1.06M | $244.8K | −$60.7K | Cut−$561 |
| VANGUARD FIDUCIARY TRUST CO | 543.6K | $125K | — | Held |
| Robertson Stephens Wealth Management, LLC | 478.5K | $110K | −$36.1K | Cut−$36.1K |
| BlackRock, Inc. | 449.2K | $103.3K | −$33.9K | Cut−$33.9K |
| Texas Capital Bank Wealth Management Services Inc | 397.4K | $91.4K | −$30K | Cut−$43.2K |
| ANGELES WEALTH MANAGEMENT, LLC | 310K | $71.3K | −$23.4K | Cut−$23.4K |
| ADVISORY RESEARCH INC | 257.2K | $59.1K | −$19.4K | Cut−$19.4K |
| STIFEL FINANCIAL CORP | 246.6K | $56.7K | −$18.6K | Cut−$18.6K |
| Chicago Partners Investment Group LLC | 85.9K | $49.9K | $17.2K | Added$17.2K |
| Renaissance Technologies | 213.8K | $49.2K | −$16.1K | Cut−$23.6K |
| BANK OF AMERICA CORP /DE/ | 207.7K | $47.6K | −$15.8K | Cut−$15.7K |
| State Street | 179.4K | $41.2K | −$13.5K | Cut−$13.5K |
| DIADEMA PARTNERS LP | 132K | $30.3K | — | New |
| NORTHERN TRUST CORP | 94.6K | $21.8K | −$7.14K | Cut−$9.08K |
| UBS Group AG | 88.3K | $20.3K | −$3.51K | Added$6.03K |
| NewEdge Advisors, LLC | 20K | $20K | $13.9K | Added$13.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79.5K | $18.3K | −$6K | Cut−$6K |
| ADVISORTRUST PARTNERS, LLC | 50K | $11.5K | — | New |
| Sigma Planning Corp | 38.8K | $8.91K | −$2.93K | Cut−$3.63K |
| GOLDMAN SACHS GROUP INC | 34.2K | $7.85K | −$1.09K | Added$3.46K |
| Persistent Asset Partners Ltd | 33.4K | $7.67K | — | New |
| Visionary Wealth Advisors | 29.3K | $6.73K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.6K | $5.66K | −$1.86K | Cut−$45.9K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 19K | $4.37K | −$1.43K | Cut−$1.43K |
| MORGAN STANLEY | 18.4K | $4.22K | −$1.39K | Cut−$1.46K |
| LPL Financial LLC | 15.6K | $3.58K | −$1.18K | Cut−$10.6K |
| XTX Topco Ltd | 15.1K | $3.48K | — | New |
| Vanguard Global Advisers, LLC | 13K | $2.99K | — | Held |
| SeaCrest Wealth Management, LLC | 10K | $2.3K | −$1.57K | Cut−$1.57K |
| Beacon Pointe Advisors, LLC | 10K | $2.3K | — | New |
| BARCLAYS PLC | 6.03K | $1.39K | −$455 | Cut−$455 |
| Gleason Group, Inc. | 6K | $1.38K | −$453 | Cut−$453 |
| Newbridge Financial Services Group, Inc. | 3K | $690 | −$226 | Cut−$226 |
| WELLS FARGO & COMPANY/MN | 2.56K | $589 | −$194 | Cut−$194 |
| Dauntless Investment Group, LLC | 2.42K | $555 | — | New |
| Golden State Wealth Management, LLC | 2K | $460 | −$151 | Cut−$151 |
| Tidemark, LLC | 1.5K | $345 | −$113 | Cut−$113 |
| Physician Wealth Advisors, Inc. | 1.01K | $232 | −$76 | Cut−$76 |
| MATHER GROUP, LLC. | 1K | $230 | — | New |
| SIMPLEX TRADING, LLC | 875 | $201 | −$66 | Cut−$579 |
| JONES FINANCIAL COMPANIES LLLP | 400 | $96 | −$26 | Cut−$26 |
| BNP PARIBAS FINANCIAL MARKETS | 415 | $95 | −$32 | Cut−$32 |
| MAI Capital Management | 350 | $81 | −$26 | Cut−$26 |
| OSAIC HOLDINGS, INC. | 300 | $69 | −$23 | Cut−$140 |
| Advisory Services Network, LLC | 200 | $46 | — | New |
| ARMSTRONG ADVISORY GROUP, INC | 120 | $28 | −$9 | Cut−$9 |
| IFP Advisors, Inc | 100 | $23 | −$8 | Cut−$8 |
| Virtu Financial LLC | 49.6K | $11 | — | New |
| Cambridge Investment Research Advisors, Inc. | 20K | $5 | −$1 | Cut−$1 |
| GSA CAPITAL PARTNERS LLP | 20.3K | $5 | — | New |
| JPMORGAN CHASE & CO | 4 | $1 | $0 | Held |
| ROYAL BANK OF CANADA | 75 | $0 | — | New |