| Koenig (Theodore L) | Apr 14, 2026 | 660.72K | 0 | -87854.00% |
| Schroder Investment Management (Switzerland) AG | Dec 31, 2025 | 294.26K | 0 | +103295.00% |
| Sunbelt Securities, Inc | Mar 31, 2026 | 109.88K | 0 | -25927.00% |
| Schechter Investments | Mar 31, 2025 | 82.41K | 0 | +0.00% |
| Allison (Thomas J) | Mar 5, 2026 | 52.08K | 0 | +0.00% |
| Rubin (Robert S.) | Apr 14, 2026 | 51.89K | 0 | -6000.00% |
| MAS Advisors LLC | Sep 30, 2025 | 42.33K | 0 | +1209.00% |
| Canada Life Asset Management Limited | Mar 31, 2026 | 29.45K | 0 | +2455.00% |
| GYL Financial Synergies, LLC | Sep 30, 2024 | 24.34K | 0 | -38.00% |
| OJM Group, LLC | Sep 30, 2025 | 23.51K | 0 | +23512.00% |
| Golman (Jeffrey A) | Mar 5, 2026 | 19.96K | 0 | +0.00% |
| Cobblestone Capital Advisors, LLC | Sep 30, 2025 | 19.48K | 0 | +1433.00% |
| Lindbrook Capital, LLC | Mar 31, 2025 | 15K | 0 | +0.00% |
| Alera Investment Advisors, LLC | Sep 30, 2024 | 10.29K | 0 | -2520.00% |
| Kingsbarn Capital Management LLC | Aug 31, 2024 | 6.86K | 0 | +6860.00% |
| Bulldog Investors, LLP | Jun 30, 2026 | 0 | 0 | -966788.00% |
| The CAPROCK Group, LLC | Jun 30, 2026 | 0 | 0 | -461360.00% |
| Almitas Capital LLC | Jun 30, 2026 | 0 | 0 | -1277717.00% |
| Morgan Stanley & Co. LLC | Jun 30, 2026 | 0 | 0 | -973095.00% |
| Quadrant Family Wealth Advisors | Jun 30, 2026 | 0 | 0 | -198140.00% |
| CAZ Investments, L.P. | Jun 30, 2026 | 0 | 0 | -150000.00% |
| Focus Partners Wealth, LLC | Jun 30, 2026 | 0 | 0 | -131081.00% |
| LaFleur & Godfrey LLC | Jun 30, 2026 | 0 | 0 | -122470.00% |
| Oppenheimer Asset Management Inc. | Jun 30, 2026 | 0 | 0 | -105570.00% |
| Commonwealth Financial Network | Jun 30, 2026 | 0 | 0 | -89314.00% |
| BlackRock Asset Management Ireland Limited | Jun 30, 2026 | 0 | 0 | -85146.00% |
| Fiera Capital Inc. | Jun 30, 2026 | 0 | 0 | -84004.00% |
| Arax Advisory Partners | Jun 30, 2026 | 0 | 0 | -82412.00% |
| UBS Financial Services, Inc. | Jun 30, 2026 | 0 | 0 | -82452.00% |
| Waverly Advisors, LLC | Jun 30, 2026 | 0 | 0 | -83465.00% |
| Susquehanna International Group, LLP | Jun 30, 2026 | 0 | 0 | -76573.00% |
| Virtus Investment Advisers, Inc. | Jun 30, 2026 | 0 | 0 | -62628.00% |
| LPL Financial LLC | Jun 30, 2026 | 0 | 0 | -63283.00% |
| Morgan Stanley Smith Barney LLC | Jun 30, 2026 | 0 | 0 | -49483.00% |
| BI Asset Management Fondsmæglerselskab A/S | Jun 30, 2026 | 0 | 0 | -37269.00% |
| Koshinski Asset Management, Inc | Jun 30, 2026 | 0 | 0 | -40400.00% |
| Magnolia Capital Advisors LLC | Jun 30, 2026 | 0 | 0 | -37946.00% |
| Ethos Financial Group, LLC | Jun 30, 2026 | 0 | 0 | -34581.00% |
| Freestone Capital Management, LLC | Jun 30, 2026 | 0 | 0 | -30885.00% |
| Forum Financial Management, LP | Jun 30, 2026 | 0 | 0 | -26336.00% |
| Rockefeller Capital Management | Jun 30, 2026 | 0 | 0 | -24475.00% |
| Corient Private Wealth LLC | Jun 30, 2026 | 0 | 0 | -24377.00% |
| Capital Performance Advisors LLP | Jun 30, 2026 | 0 | 0 | -24152.00% |
| Cerity Partners LLC | Jun 30, 2026 | 0 | 0 | -35629.00% |
| D.A. Davidson & Co.(Research) | Jun 30, 2026 | 0 | 0 | -31585.00% |
| Robert W. Baird & Co. Inc. | Jun 30, 2026 | 0 | 0 | -33969.00% |
| Raymond James & Associates, Inc. | Jun 30, 2026 | 0 | 0 | -25667.00% |
| RBC Capital Markets Wealth Management | Jun 30, 2026 | 0 | 0 | -22744.00% |
| The Fiduciary Group | Jun 30, 2026 | 0 | 0 | -22000.00% |
| Garden State Investment Advisory Services LLC | Jun 30, 2026 | 0 | 0 | -21199.00% |