| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −4,734−100.0% | Sold out |
| Channel Wealth LLC | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| Argyle Capital Partners, LLC | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| CMC Financial Group | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −3,858−100.0% | Sold out |
| MOR Wealth Management, LLC | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −3,381−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| BCS Private Wealth Management, Inc. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −3,242−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| VeraBank, N.A. | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Shikiar Asset Management Inc | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| Breachway Investments LLC | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| South Street Advisors LLC | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,063−100.0% | Sold out |
| Fonville Wealth Management LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Acorns Advisers, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Traphagen Investment Advisors LLC | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −1,991−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Tufton Capital Management | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Goldenstone Wealth Management LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Benin Management CORP | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Millennium Capital Advisors, LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Caerus Investment Advisors, LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Invictus Private Wealth, LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| Buffalo Business & Estate Services Ltd | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Landmark Investment Partners, L.P. | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Sava Infond d.o.o. | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Nalls Sherbakoff Group, LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Vanguard Advisers Inc | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| 1248 Management, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Protective Life Corp | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Whi Trust Co LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Corsicana & Co. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Palladiem, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Vantage Investment Partners, LLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| Capital Planning Advisors, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Evelyn Partners Investment Management (Europe) Ltd | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| Moseley Investment Management Inc | – | – | – | – | Not filed |
