| 1 | Goldenstone Wealth Management LLC | $15.0M | 735,350 | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.9M | 337,885 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 113,381 | Added |
| 4 | AE Wealth Management LLC | $1.7M | 81,436 | Added |
| 5 | Southland Equity Partners LLC | $1.2M | 59,271 | Hold |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 57,765 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $437,633 | 21,462 | New |
| 8 | JPMORGAN CHASE & CO | $404,030 | 19,900 | New |
| 9 | Occidental Asset Management, LLC | $320,140 | 15,700 | Added |
| 10 | IFP Advisors, Inc | $312,901 | 15,345 | Hold |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $309,840 | 15,195 | Hold |
| 12 | Brookstone Capital Management | $286,311 | 14,041 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $276,177 | 13,544 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $270,304 | 13,256 | Trimmed |
| 15 | Merit Financial Group, LLC | $209,009 | 10,250 | Hold |
| 16 | OSAIC HOLDINGS, INC. | $114,184 | 5,600 | Trimmed |
| 17 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $93,799 | 4,600 | Hold |
| 18 | UBS Group AG | $78,485 | 3,849 | Added |
| 19 | Steward Partners Investment Advisory, LLC | $64,946 | 3,185 | Hold |
| 20 | DHJJ Financial Advisors, Ltd. | $51,488 | 2,525 | Hold |
| 21 | BARCLAYS PLC | $46,614 | 2,286 | New |
| 22 | Archer Investment Corp | $32,136 | 1,576 | Hold |
| 23 | HARBOUR INVESTMENTS, INC. | $13,030 | 639 | Hold |