| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −1,569−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| Cascade Investment Group, Inc. | 0 | $0 | 0.00% | −1,560−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Endowment Wealth Management, Inc. | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| First County Bank | 0 | $0 | 0.00% | −1,535−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Forefront Wealth Partners, LLC | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Mraz, Amerine & Associates, Inc. | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −1,501−100.0% | Sold out |
| Dodge & Cox | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Wittenberg Investment Management, Inc. | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Armis Advisers, LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| North Star Asset Management Inc | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Brady Family Wealth, LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,397−100.0% | Sold out |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Legacy Solutions, LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −1,676−100.0% | Sold out |
| Hikari Power Ltd | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Cromwell Holdings LLC | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| 1248 Management, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Barnes Dennig Private Wealth Management LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Kentucky Trust Co | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Salzhauer Michael | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Ownership Capital B.V. | – | – | – | – | Not filed |
| Tikehau Investment Management | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Lindenwold Advisors | – | – | – | – | Not filed |
| Shorepoint Capital Partners LLC | – | – | – | – | Not filed |
| Bristlecone Advisors, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Fullcircle Wealth LLC | – | – | – | – | Not filed |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
