| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −5,836−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −5,531−100.0% | Sold out |
| Capital Investment Services of America, Inc. | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| South Street Advisors LLC | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Stewardship Advisors, LLC | 0 | $0 | 0.00% | −5,146−100.0% | Sold out |
| Campbell Wealth Management | 0 | $0 | 0.00% | −4,896−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| Gould Asset Management LLC | 0 | $0 | 0.00% | −4,764−100.0% | Sold out |
| Milestone Advisory Partners | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| Scharf Investments, LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Asset Advisors Investment Management, LLC | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Q Capital Solutions | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,336−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Huber Capital Management LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| M. Kulyk & Associates, LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| RFG Holdings, Inc. | 0 | $0 | 0.00% | −4,001−100.0% | Sold out |
| MBE Wealth Management, LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −3,906−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| Winning Points Advisors, LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Quaker Capital Investments, LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| Cahaba Wealth Management, Inc. | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| Front Barnett Associates LLC | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −3,594−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Davidson Investment Advisors | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Hummer Financial Advisory Services Inc | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| Bristol John W & Co Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,508−100.0% | Sold out |
| Fi3 FINANCIAL ADVISORS, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| Safeguard Investment Advisory Group, LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Inspirion Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| Financial Planning & Information Services, Inc. | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| Ashburton (Jersey) Ltd | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Fure Financial Corp | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Litman Gregory Asset Management LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Newfound Research LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Troy Asset Management Ltd | 0 | $0 | 0.00% | −2,536,411−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| Tompkins Financial Corp | – | – | – | – | Not filed |
| Flippin Bruce & Porter Inc | – | – | – | – | Not filed |
| Money Concepts Capital Corp | – | – | – | – | Not filed |
| TCF National Bank | – | – | – | – | Not filed |
| Swaine & Leidel Wealth Services, LLC | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Shorepoint Capital Partners LLC | – | – | – | – | Not filed |
| Tealwood Asset Management Inc | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |
| Diamant Asset Management, Inc. | – | – | – | – | Not filed |
| Rikoon Group, LLC | – | – | – | – | Not filed |
| Employers Holdings, Inc. | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |
| Wolff Financial Management LLC | – | – | – | – | Not filed |
| Elevated Capital Advisors, LLC | – | – | – | – | Not filed |
| Peak Planning Group, LLC | – | – | – | – | Not filed |
| WealthStone, Inc. | – | – | – | – | Not filed |
| First National Bank | – | – | – | – | Not filed |
| MBL Wealth, LLC | – | – | – | – | Not filed |
| Alterity Financial Group, LLC | – | – | – | – | Not filed |
| Pinnacle Advisory Group, Inc. | – | – | – | – | Not filed |
| Camden National Bank | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
| WestHill Financial Advisors, Inc. | – | – | – | – | Not filed |
| Investment Counsel Inc. | – | – | – | – | Not filed |
| OneAscent Wealth Management LLC | – | – | – | – | Not filed |
| Quaker Wealth Management, LLC | – | – | – | – | Not filed |
| Pillar Pacific Capital Management LLC | – | – | – | – | Not filed |
| North American Management Corp | – | – | – | – | Not filed |
| 626 Financial, LLC | – | – | – | – | Not filed |
| Atlanta Financial Associates LLC | – | – | – | – | Not filed |
| New Capital Management LP | – | – | – | – | Not filed |
