| Carderock Capital Management Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −7,984−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −7,808−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −7,642−100.0% | Sold out |
| Total Wealth Planning & Management, Inc. | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −7,478−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,263−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Emerald Advisors, LLC | 0 | $0 | 0.00% | −7,066−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −6,860−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,802−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −6,478−100.0% | Sold out |
| Cornell Pochily Investment Advisors, Inc. | 0 | $0 | 0.00% | −6,460−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −6,404−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −6,320−100.0% | Sold out |
| Alessandra Capital Management, LLC | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Trueblood Wealth Management, LLC | 0 | $0 | 0.00% | −6,197−100.0% | Sold out |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −6,156−100.0% | Sold out |
| Visionary Horizons, LLC | 0 | $0 | 0.00% | −6,138−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −6,019−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −5,967−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −5,705−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −5,669−100.0% | Sold out |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | $0 | 0.00% | −6,074−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −5,606−100.0% | Sold out |
| Family Wealth Partners, LLC | 0 | $0 | 0.00% | −5,587−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −5,525−100.0% | Sold out |
| Somerville Kurt F | 0 | $0 | 0.00% | −5,518−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −5,507−100.0% | Sold out |
| Peninsula Asset Management Inc | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −5,449−100.0% | Sold out |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −5,432−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,899−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Protective Life Corp | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Midwest Capital Advisors, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Swiss Re Ltd | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Guinness Atkinson Asset Management Inc | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Bitterroot Capital Advisors LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Cache Advisors, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Bullseye Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| IMG Wealth Management, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Merkkuri Wealth Advisors LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Catherine Avery Investment Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Seneschal Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Signature Wealth Management Group | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| Strategic Planning, Inc. | – | – | – | – | Not filed |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Farmers Trust Co | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| Signet Financial Management, LLC | – | – | – | – | Not filed |