| First American Trust, FSB | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −3,021−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Home Federal Bank of Tennessee | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Security National Bank of Sioux City Iowa | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| 626 Financial, LLC | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |
| Whalerock Point Partners, LLC | 0 | $0 | 0.00% | −2,951−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| German American Bancorp, Inc. | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| May Barnhard Investments LLC | 0 | $0 | 0.00% | −2,926−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −2,924−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Harbor Advisory Corp | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −2,873−100.0% | Sold out |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Pacific Sun Financial Corp | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −2,861−100.0% | Sold out |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Cahaba Wealth Management, Inc. | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Atlas Brown,Inc. | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −2,846−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| Granite Harbor Advisors, Inc. | 0 | $0 | 0.00% | −2,821−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Steigerwald, Gordon & Koch Inc. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Kirtland Hills Capital Management, LLC | 0 | $0 | 0.00% | −2,797−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −2,752−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| First National Bank | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| St. Louis Trust Co | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Copley Financial Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| JDM Financial Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| CIC Wealth, LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Axiom Advisory, LLC | – | – | – | – | Not filed |
