| Capital International Investors | — | Add +0.4% | 2,092,400 | $164.8M |
| BlackRock, Inc. | — | Add +4.0% | 1,062,748 | $83.7M |
| Capital World Investors | — | No change | 636,284 | $50.1M |
| Voya Investment Management LLC | — | No change | 625,000 | $49.2M |
| Van Eck Associates Corp. | — | Add +7.6% | 419,669 | $33.1M |
| LPL Financial LLC | — | Add +3.8% | 258,356 | $20.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -0.3% | 241,068 | $19.0M |
| ParaFi Capital LP | — | Add +225.8% | 200,378 | $15.8M |
| Calamos Advisors LLC | — | Add +33.3% | 200,000 | $15.8M |
| Kovack Advisors, Inc. | — | New | 182,079 | $14.3M |
| State Street Corp. | — | Reduce -4.6% | 165,000 | $13.5M |
| Infrastructure Capital Advisors, LLC | — | New | 139,204 | $11.0M |
| FMR LLC | — | Reduce -65.9% | 135,600 | $10.7M |
| Advent Capital Management | — | Add +13.4% | 105,738 | $8.4M |
| Aspiring Ventures, LLC | — | Add +14.6% | 83,130 | $6.5M |
| Greenland Capital Management LP | — | Add +75.0% | 70,000 | $5.5M |
| Morgan Stanley | — | Reduce -31.0% | 46,295 | $3.6M |
| Stifel Financial Corp. | — | Reduce -15.5% | 45,653 | $3.6M |
| Pasadena Private Wealth, LLC | — | New | 37,164 | $2.9M |
| National Bank of Canada | — | Add +37.7% | 32,724 | $2.6M |
| Ionic Capital Management LLC | — | Reduce -31.8% | 28,772 | $2.3M |
| Deutsche Bank AG | — | Add +43.6% | 26,300 | $2.1M |
| Mercer Global Advisors Inc. | — | New | 23,843 | $1.9M |
| Wells Fargo & Company | — | Add +25.9% | 22,037 | $1.7M |
| Commonwealth Equity Services, LLC | — | Reduce -43.1% | 19,733 | $1.6M |
| Steward Partners Investment Advisory, LLC | — | Reduce -7.5% | 17,875 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -1.8% | 17,497 | $1.4M |
| Jane Street Group, LLC | — | New | 17,335 | $1.4M |
| Wealthcare Advisory Partners LLC | — | Add +22.2% | 17,216 | $1.4M |
| Sentinel Dome Partners, LLC | — | — | 16,000 | $1.3M |
| Wedbush Securities Inc. | — | Add +1.6% | 14,499 | $1.1M |
| Independent Financial Group, LLC | — | Reduce -4.3% | 12,670 | $998K |
| Ewing Morris & Co. Investment Partners Ltd. | — | Add +2.7% | 9,492 | $757K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | — | No change | 9,500 | $751K |
| Baird Financial Group, Inc. | — | New | 9,300 | $732K |
| Beaird Harris Wealth Management, LLC | — | No change | 6,336 | $499K |
| Kestra Advisory Services, LLC | — | Reduce -7.8% | 5,990 | $472K |
| Independent Advisor Alliance | — | Add +5.5% | 5,840 | $460K |
| Wealth Enhancement Advisory Services, LLC | — | Reduce -18.1% | 4,832 | $400K |
| Neuberger Berman Group LLC | — | No change | 5,000 | $394K |
| Apollon Wealth Management, LLC | — | Reduce -71.0% | 5,000 | $394K |
| HRT Financial LP | — | Add +40.6% | 4,549 | $358K |
| Marex Group Ltd | — | Add +19.7% | 4,400 | $347K |
| Captrust Financial Advisors | — | Add +53.8% | 4,391 | $346K |
| Ulland Investment Advisors, LLC | — | No change | 4,075 | $321K |
| &partners | — | New | 4,050 | $309K |
| Osaic Holdings, Inc. | — | Reduce -21.1% | 3,844 | $303K |
| NewEdge Advisors, LLC | — | Add +1752.5% | 3,705 | $292K |
| Bank of America Corp. | — | Add +7.3% | 3,700 | $291K |
| Ssi Investment Management LLC | — | No change | 3,445 | $276K |
| JPMorgan Chase & Co. | — | New | 3,446 | $271K |
| HighTower Advisors, LLC | — | Reduce -51.2% | 3,210 | $253K |
| Kestra Private Wealth Services, LLC | — | Reduce -37.3% | 3,086 | $243K |
| Fiduciary Alliance LLC | — | Add +7.0% | 2,997 | $236K |
| Wolverine Asset Management LLC | — | Reduce -66.5% | 2,916 | $233K |
| Avantax Planning Partners, Inc. | — | No change | 2,953 | $233K |
| Sovran Advisors, LLC | — | Reduce -24.5% | 2,579 | $225K |
| Calamos Wealth Management LLC | — | No change | 2,800 | $221K |
| Marathon Trading Investment Management LLC | — | New | 2,100 | $165K |
| Innovative Advisory Group, LLC | — | New | 1,970 | $155K |
| Aptus Capital Advisors, LLC | — | Add +0.2% | 1,260 | $99K |
| Global Retirement Partners, LLC | — | Add +100.0% | 1,000 | $79K |
| Ascentis Wealth Management, LLC | — | No change | 938 | $74K |
| Cwm, LLC | — | Add +1.4% | 895 | $71K |
| Harbour Investments, Inc. | — | Reduce -70.4% | 875 | $69K |
| Moisand Fitzgerald Tamayo, LLC | — | Add +2.4% | 673 | $53K |
| PNC Financial Services Group, Inc. | — | Add +236.0% | 672 | $53K |
| Costello Asset Management, INC | — | No change | 500 | $39K |
| Vision Financial Markets LLC | — | Add +0.3% | 366 | $29K |
| Allworth Financial LP | — | Add +32.6% | 301 | $24K |
| Truvestments Capital LLC | — | No change | 300 | $24K |
| Golden State Wealth Management, LLC | — | Reduce -9.0% | 243 | $19K |
| Activest Wealth Management | — | No change | 205 | $16K |
| Physician Wealth Advisors, Inc. | — | No change | 157 | $12K |
| Eq Wealth Advisors, LLC | — | New | 151 | $12K |
| Farther Finance Advisors, LLC | — | Reduce -48.8% | 105 | $8K |
| Sound Income Strategies, LLC | — | Add +217.2% | 92 | $8K |
| UBS Group AG | — | Reduce -93.8% | 57 | $4K |
| Triumph Capital Management | — | New | 30 | $2K |
| Ankerstar Wealth, LLC | — | — | 24 | $2K |
| Legacy Wealth Managment, LLC | — | No change | 22 | $2K |
| Comerica Bank | — | Reduce -98.1% | 21 | $2K |
| Asset Dedication, LLC | — | New | 13 | $1K |
| Strategic Advocates LLC | — | Add +50.0% | 6 | $488 |
| Atlantic Union Bankshares Corp | — | Reduce -95.7% | 5 | $394 |