| 1 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $75.2M | 2.5M | New |
| 2 | GLOBALT Investments LLC / GA | $48.6M | 1.6M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $44.6M | 1.5M | Added |
| 4 | PARK AVENUE SECURITIES LLC | $29.3M | 975,018 | Trimmed |
| 5 | LPL Financial LLC | $16.8M | 558,046 | Trimmed |
| 6 | ST GERMAIN D J CO INC | $13.9M | 460,901 | Trimmed |
| 7 | PAYDEN & RYGEL | $7.8M | 261,000 | Hold |
| 8 | 3EDGE Asset Management, LP | $7.3M | 243,149 | Added |
| 9 | Schwallier Wealth Management LLC | $5.8M | 194,521 | Added |
| 10 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.7M | 189,076 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $4.1M | 135,272 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.3M | 108,925 | Added |
| 13 | CITADEL ADVISORS LLC | $3.2M | 105,239 | Added |
| 14 | IHT Wealth Management, LLC | $2.8M | 92,969 | New |
| 15 | JANE STREET GROUP, LLC | $2.4M | 78,658 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $2.4M | 78,469 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $2.1M | 70,267 | New |
| 18 | SEI INVESTMENTS CO | $2.0M | 68,100 | Hold |
| 19 | Tower Research Capital LLC (TRC) | $1.7M | 56,684 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $1.7M | 55,897 | New |
| 21 | Pinnacle Financial Partners, Inc. | $1.6M | 54,455 | Trimmed |
| 22 | Cetera Investment Advisers | $1.6M | 52,466 | Added |
| 23 | OSAIC HOLDINGS, INC. | $1.6M | 51,861 | Added |
| 24 | American State Bank (Iowa) | $572,403 | 19,042 | Added |
| 25 | Simplicity Wealth,LLC | $546,499 | 18,180 | Added |