| Erste Asset Management GmbH | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Winning Points Advisors, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −7,106−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −6,313−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −5,211−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,827−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −4,669−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| Addison Capital Co | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −4,019−100.0% | Sold out |
| Tiger Management L.L.C. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −3,958−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −3,522−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,452−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −3,367−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −3,362−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −3,332−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| Burrus Financial Services, Inc. | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −3,223−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −15,143−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,561−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Piershale Financial Group, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| New Capital Management LP | – | – | – | – | Not filed |
| Stonnington Group, LLC | – | – | – | – | Not filed |
| Barber Financial Group, Inc. | – | – | – | – | Not filed |
| LeJeune Puetz Investment Counsel LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Clear Perspectives Financial Planning, LLC | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |