| 1 | DAVENPORT & Co LLC | $4.2M | 364,945 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $1.8M | 155,006 | Trimmed |
| 3 | MORGAN STANLEY | $1.7M | 150,411 | Added |
| 4 | Cassaday & Co Wealth Management LLC | $1.6M | 134,190 | New |
| 5 | TRUIST FINANCIAL CORP | $1.5M | 128,444 | Trimmed |
| 6 | Summit Financial, LLC | $1.5M | 126,014 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 125,844 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.1M | 92,428 | Added |
| 9 | CITADEL ADVISORS LLC | $717,583 | 62,021 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $712,000 | 61,548 | Added |
| 11 | Janney Montgomery Scott LLC | $683,000 | 59,036 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $639,433 | 55,266 | Added |
| 13 | STIFEL FINANCIAL CORP | $635,714 | 54,945 | Trimmed |
| 14 | Realta Investment Advisors | $597,810 | 51,669 | Hold |
| 15 | Northwest Financial Advisors | $593,537 | 51,300 | Added |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $520,199 | 44,961 | Hold |
| 17 | D'Orazio & Associates, Inc. | $371,617 | 32,119 | Hold |
| 18 | Royal Bank of Canada | $365,000 | 31,514 | Added |
| 19 | Wealthcare Advisory Partners LLC | $349,644 | 30,220 | Added |
| 20 | Canal Capital Management, LLC | $324,412 | 28,039 | Added |
| 21 | Steward Partners Investment Advisory, LLC | $317,180 | 27,414 | Added |
| 22 | LPL Financial LLC | $299,931 | 25,923 | Added |
| 23 | Private Advisor Group, LLC | $283,127 | 24,471 | Trimmed |
| 24 | D.A. DAVIDSON & CO. | $220,860 | 19,089 | Hold |
| 25 | Maloon Powers Pitre Higgins & Dennehy, LLC | $212,810 | 18,393 | New |