| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Lazari Capital Management, Inc. | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| jvl associates llc | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Financial Security Advisor, Inc. | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| one8zero8, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Mill Capital Management, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Madrona Financial Services, LLC | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Jacobsen Capital Management | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Watts Gwilliam & Co., LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Auxier Asset Management | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Milestone Asset Management Group, LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Red Wave Investments LLC | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Wealth Advisors of Iowa, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Moment Partners, LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Banque Transatlantique SA | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| O'Brien Wealth Partners LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −11,526−100.0% | Sold out |
| Twin Lakes Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Minot DeBlois Advisors LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Aspetuck Financial Management LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Midwest Capital Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Family CFO Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Catherine Avery Investment Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Pacific Center for Financial Services | 0 | $0 | 0.00% | 0 | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Buckingham Capital Management, Inc. | – | – | – | – | Not filed |
| Avitas Wealth Management LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Capstone Triton Financial Group, LLC | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| River & Mercantile Asset Management LLP | – | – | – | – | Not filed |
| Stenger Family Office, LLC | – | – | – | – | Not filed |
| Executive Wealth Management, LLC | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| HTLF Bank | – | – | – | – | Not filed |
| Geller Advisors LLC | – | – | – | – | Not filed |
| Strategic Wealth Partners, Ltd. | – | – | – | – | Not filed |
| Kolinsky Wealth Management, LLC | – | – | – | – | Not filed |
| Eagle Ridge Investment Management | – | – | – | – | Not filed |
| Merriman Wealth Management, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Lakeview Capital Partners, LLC | – | – | – | – | Not filed |
| Private Portfolio Partners LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
