| Shakespeare Wealth Management, Inc. | 0 | $0 | 0.00% | −2,022−100.0% | Sold out |
| Petix & Botte Co | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Griffith & Werner, Inc. | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −2,004−100.0% | Sold out |
| Wisconsin Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Kaydan Wealth Management, Inc. | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Endeavor Private Wealth, Inc. | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Barnes Wealth Management Group, Inc | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −1,199−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Access Investment Management LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Cache Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Boreal Capital Management LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Protective Life Corp | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Reyes Financial Architecture, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Portfolio Resources Advisor Group, Inc. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Merkkuri Wealth Advisors LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Networth Advisors, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Vision Retirement, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sankala Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Capital Planning Advisors, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Richard Bernstein Advisors LLC | – | – | – | – | Not filed |
| Farmers Trust Co | – | – | – | – | Not filed |
| FRG Family Wealth Advisors LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Cfo Capital Management LLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| TSG Advice Partners, LLC | – | – | – | – | Not filed |
| Trask Adam Roland | – | – | – | – | Not filed |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| Canandaigua National Trust Co of Florida | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Stillwater Wealth Management Group | – | – | – | – | Not filed |
| Evanson Asset Management, LLC | – | – | – | – | Not filed |
| Charter Oak Capital Management, LLC | – | – | – | – | Not filed |
| Bedell Frazier Investment Counseling, LLC | – | – | – | – | Not filed |
| Smart Portfolios, LLC | – | – | – | – | Not filed |
| Signet Financial Management, LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| TruWealth Advisors, LLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management Services Ltd | – | – | – | – | Not filed |
| Claris Financial LLC | – | – | – | – | Not filed |
