| Artemis Investment Management LLPCOM CL A264.9K shadded | 264.9K | $73.4M | added |
| Mn Services Vermogensbeheer B.V.COM CL A78.6K shheld | 78.6K | $21.8M | held |
| Westwind CapitalStock38.5K shtrimmed | 38.5K | $10.7M | trimmed |
| ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM34.4K shadded | 34.4K | $9.5M | added |
| GLYNN CAPITAL MANAGEMENT LLCCOM34.2K sh— | 34.2K | $9.5M | — |
| Venture Visionary Partners LLCCOM CL A19.2K shadded | 19.2K | $5.3M | added |
| Rye Brook Capital LLCCOM16.8K shadded | 16.8K | $4.7M | added |
| M.E. ALLISON & CO., INC.COM CL A13.8K shadded | 13.8K | $3.8M | added |
| David J Yvars GroupCOM CL A13.1K shtrimmed | 13.1K | $3.6M | trimmed |
| Farther Finance Advisors, LLCStock11K shadded | 11K | $3M | added |
| MRA Advisory GroupCOM CL A9.4K shtrimmed | 9.4K | $2.6M | trimmed |
| Apella Capital, LLCCOM CL A8.8K shtrimmed | 8.8K | $2.6M | trimmed |
| Cadent Capital Advisors, LLCCOM CL A8.7K shadded | 8.7K | $2.4M | added |
| Valeo Financial Advisors, LLCStock7.9K shadded | 7.9K | $2.2M | added |
| Integrated Financial Solutions, Inc.COM CL A7.8K shadded | 7.8K | $2.2M | added |
| Oak Grove Capital LLCCOM CL A7.4K shadded | 7.4K | $2M | added |
| NEVILLE RODIE & SHAW INCCOM7.1K shtrimmed | 7.1K | $2M | trimmed |
| GAMMA Investing LLCCommon Stock5.7K shadded | 5.7K | $1.6M | added |
| CoreCap Advisors, LLCStock5.5K shadded | 5.5K | $1.5M | added |
| Central Pacific Bank - Trust DivisionCOM CL A4.9K shadded | 4.9K | $1.3M | added |
| Eleva Capital SASCOM CL A3.8K sh— | 3.8K | $1.1M | — |
| REX Advisers, LLCCOM CL A3.4K shtrimmed | 3.4K | $990.3K | trimmed |
| Veracity Capital LLCCOM CL A3.4K shadded | 3.4K | $955K | added |
| Wedmont Private CapitalCOM CL A2.8K sh— | 2.8K | $771.8K | — |
| Castle Rock Wealth Management, LLCCOM CL A2.3K shadded | 2.3K | $677.5K | added |
| EASTERN BANKCOM CL A2.2K shadded | 2.2K | $599.7K | added |
| Cooper Financial GroupCOM CL A1.3K shtrimmed | 1.3K | $355.1K | trimmed |
| Everhart Financial Group, Inc.COM CL A1.1K shadded | 1.1K | $302.2K | added |
| EPIQ PARTNERS, LLCCOM CL A1K shtrimmed | 1K | $277.5K | trimmed |
| TILIA FIDUCIARY PARTNERS, INC.Stock1K shheld | 1K | $277K | held |
| Grove Bank & TrustCOM CL A984 sh— | 984 | $272.5K | — |
| TOTH FINANCIAL ADVISORY CORPCOM CL A745 shadded | 745 | $206.4K | added |
| Dakota Community Bank & Trust NACOM CL A721 shadded | 721 | $199.7K | added |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock355 shadded | 355 | $98.3K | added |
| GK Wealth Management LLCCOM CL A253 sh— | 253 | $70.1K | — |
| Venture Visionary Partners LLCCOM CL A100 shtrimmed | 100 | $27.7K | trimmed |
| GK Wealth Management LLCCOM CL A100 sh— | 100 | $11.4K | — |
| ARMSTRONG ADVISORY GROUP, INCCOM CL A34 shadded | 34 | $9.4K | added |
| Marquette Asset Management, LLCCOM CL A28 shheld | 28 | $7.8K | held |
| Retirement Wealth Solutions LLCCOM CL A26 shtrimmed | 26 | $7.2K | trimmed |
| ELEVATION WEALTH PARTNERS, LLCCOM CL A13 sh— | 13 | $3.6K | — |
| GILPIN WEALTH MANAGEMENT, LLCCOM CL A8 sh— | 8 | $2.2K | — |
| Davis Capital ManagementStock8 shadded | 8 | $2.2K | added |