| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −5,068−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −4,734−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −4,819−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −4,468−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Tower Wealth Partners, Inc. | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −4,386−100.0% | Sold out |
| Whalerock Point Partners, LLC | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −4,210−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −4,209−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| One Charles Private Wealth Services, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −3,832−100.0% | Sold out |
| Forza Wealth Management, LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Argent Advisors, Inc. | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| First County Bank | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −3,695−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −3,673−100.0% | Sold out |
| Catalyst Financial Partners LLC | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Channel Wealth LLC | 0 | $0 | 0.00% | −3,657−100.0% | Sold out |
| Bragg Financial Advisors, Inc | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Westbourne Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Bull Street Advisors, LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Ti-Trust, Inc | 0 | $0 | 0.00% | −3,468−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Trustco Bank Corp N Y | 0 | $0 | 0.00% | −3,439−100.0% | Sold out |
| Howard Capital Management Group, LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Slocum, Gordon & Co LLP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Family CFO Inc | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Akaris Global Partners, LP | – | – | – | – | Not filed |
| Payden & Rygel Investment Group | – | – | – | – | Not filed |
| Cyrus J. Lawrence, LLC | – | – | – | – | Not filed |
| Mastrapasqua Asset Management Inc | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Bryn Mawr Trust Co | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Private Asset Management Inc | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Scott Investment Partners LLP | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Syntax Advisors, LLC | – | – | – | – | Not filed |
| Comerica Securities,inc. | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |
