Motion Pictures and Film - Largest Owners in this Industry

This is a list of institutions that have held positions in more than two companies within this industry since the beginning of our crawl horizon (somewhere in 2014). Industry is based on SIC codes reported with the SEC. Number of Known Investments is the total count of securities held as reported in filings with the SEC since the beginning of our crawl horizon.

Investor Number of Known Investments
Proequities, Inc. 46
UBS Group AG 41
Citadel Advisors Llc 40
Millennium Management Llc 39
Morgan Stanley 39
Bank Of America Corp /de/ 37
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 36
Susquehanna International Group, Llp 36
Tower Research Capital LLC (TRC) 35
Citigroup Inc 34
Boothbay Fund Management, Llc 33
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 32
Goldman Sachs Group Inc 32
Jpmorgan Chase & Co 32
Wolverine Asset Management Llc 31
Deutsche Bank Ag\ 31
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 31
Royal Bank Of Canada 30
Barclays Plc 30
Wells Fargo & Company/mn 30
BlackRock, Inc. 30
Geode Capital Management, Llc 29
Vanguard Group Inc 29
State Street Corp 29
Jane Street Group, Llc 29
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 29
Walleye Capital LLC 28
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 28
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 28
Fmr Llc 28
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 28
D. E. Shaw & Co., Inc. 28
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 27
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 27
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 27
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 26
Virtu Financial LLC 26
Dimensional Fund Advisors Lp 26
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 26
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 26
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 26
Walleye Trading LLC 26
Northern Trust Corp 26
Cubist Systematic Strategies, LLC 25
Renaissance Technologies Llc 25
Hrt Financial Lp 24
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 24
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 24
Verition Fund Management LLC 24
Pacer Advisors, Inc. 24
Charles Schwab Investment Management Inc 24
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 24
Marshall Wace, Llp 24
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 24
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 24
SG Americas Securities, LLC 23
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 23
Highbridge Capital Management Llc 23
Bank of New York Mellon Corp 23
Pnc Financial Services Group, Inc. 23
Manufacturers Life Insurance Company, The 23
Prelude Capital Management, Llc 23
Simplex Trading, Llc 23
Bank Of Montreal /can/ 23
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 22
Two Sigma Advisers, Lp 22
IFP Advisors, Inc 22
Jefferies Group LLC 22
Credit Suisse Ag/ 22
California Public Employees Retirement System 22
Advisor Group Holdings, Inc. 22
Magnetar Financial LLC 22
PEAK6 Investments LLC 22
Two Sigma Investments, Lp 22
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 22
Bnp Paribas Arbitrage, Sa 22
Parallax Volatility Advisers, L.P. 22
Cutler Group LP 22
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 21
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 21
Schonfeld Strategic Advisors LLC 21
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 21
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 21
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 21
American International Group, Inc. 21
Paloma Partners Management Co 21
Captrust Financial Advisors 21
New York State Common Retirement Fund 21
California State Teachers Retirement System 21
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 21
AHIVX - American Century Investment Trust - High Income Fund Investor Class 21
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 20
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 20
Cnh Partners Llc 20
Federated Hermes, Inc. 20
Balyasny Asset Management Llc 20
Ameriprise Financial Inc 20
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 20
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 20
Squarepoint Ops LLC 20
Hudson Bay Capital Management LP 20
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 20
Wolverine Trading, Llc 20
Qube Research & Technologies Ltd 20
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 20
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 20
Invesco Ltd. 20
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 19
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 19
Rhumbline Advisers 19
Voya Investment Management Llc 19
Nuveen Asset Management, LLC 19
Two Sigma Securities, Llc 19
Legal & General Group Plc 19
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 19
Northwestern Mutual Wealth Management Co 19
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 19
Acadian Asset Management Llc 19
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 19
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 19
Tudor Investment Corp Et Al 19
Bridgeway Capital Management Inc 19
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 19
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 19
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 19
Federation des caisses Desjardins du Quebec 19
Parametric Portfolio Associates Llc 19
Group One Trading, L.p. 19
Ladenburg Thalmann Financial Services Inc 19
Ubs Ag 19
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 19
Eaton Vance Ltd Duration Income Fund 19
Blackrock Corporate High Yield Fund, Inc. 18
Gabelli Funds Llc 18
Metropolitan Life Insurance Co/ny 18
Nomura Holdings Inc 18
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 18
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 18
Price T Rowe Associates Inc /md/ 18
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 18
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 18
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 18
Alpine Global Management, LLC 18
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 18
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 18
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 18
HighTower Advisors, LLC 18
Hsbc Holdings Plc 18
Amalgamated Bank 18
Ancora Advisors, LLC 18
LPL Financial LLC 18
Panagora Asset Management Inc 18
Russell Investments Group, Ltd. 18
Creative Planning 18
Polar Asset Management Partners Inc. 17
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 17
BlackRock Investment Management, LLC 17
LMR Partners LLP 17
Trexquant Investment LP 17
Ameritas Investment Partners, Inc. 17
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 17
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 17
John Hancock Investors Trust 17
Aqr Capital Management Llc 17
Meeder Asset Management Inc 17
Cwm, Llc 17
Arrowstreet Capital, Limited Partnership 17
Gsa Capital Partners Llp 17
Prudential Financial Inc 17
Stifel Financial Corp 17
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 17
Us Bancorp \de\ 17
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 17
Engineers Gate Manager LP 17
Victory Capital Management Inc 17
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 17
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 16
Point72 Asset Management, L.P. 16
PEAK6 Investments, L.P. 16
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 16
NEXT Financial Group, Inc 16
Putnam Premier Income Trust 16
Advisor Group, Inc. 16
Sei Investments Co 16
Shaolin Capital Management LLC 16
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 16
American Century Companies Inc 16
Allianz Asset Management GmbH 16
Steward Partners Investment Advisory, Llc 16
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 16
Ground Swell Capital, LLC 16
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 16
Blackrock Ltd Duration Income Trust 16
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 16
BlackRock Institutional Trust Company, N.A. 16
Huntington National Bank 16
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 16
Raymond James & Associates 16
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 16
Strs Ohio 16
XTX Topco Ltd 16
Alliancebernstein L.p. 16
Dynamic Technology Lab Private Ltd 16
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 16
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 16
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 16
O'shaughnessy Asset Management, Llc 16
BlackRock Fund Advisors 16
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 16
Capstone Investment Advisors, Llc 16
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 16
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 16
Blackrock Debt Strategies Fund, Inc. 16
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 16
Invesco High Income Trust Ii 16
High Income Opportunities Portfolio - High Income Opportunities Portfolio 16
Ubs Oconnor Llc 16
Centiva Capital, LP 15
Envestnet Asset Management Inc 15
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 15
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 15
Invesco Bond Fund 15
MetLife Investment Management, LLC 15
Principal Funds Inc 15
Signaturefd, Llc 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 15
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 15
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 15
BlueCrest Capital Management Ltd 15
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 15
Private Advisor Group, LLC 15
Vanguard Index Funds 15
Ubs Asset Management Americas Inc 15
Kcg Holdings, Inc. 15
Zurcher Kantonalbank (Zurich Cantonalbank) 15
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 15
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 15
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 15
Advisory Services Network, LLC 15
Nationwide Fund Advisors 15
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 15
Gamco Investors, Inc. Et Al 15
Putnam Master Intermediate Income Trust 15
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 15
Oxford Asset Management Llp 15
First Trust Advisors Lp 15
Macquarie Group Ltd 15
BlackRock Advisors LLC 15
Advanced Series Trust - Ast High Yield Portfolio 15
Cowen And Company, Llc 15
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 15
Calamos Advisors LLC 15
Ergoteles LLC 15
Principal Financial Group Inc 15
ProShare Advisors LLC 15
K2 Principal Fund, L.p. 15
A.R.T. Advisors, LLC 15
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 15
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 15
Man Group plc 15
Teachers Advisors, Llc 15
Whitebox Advisors Llc 15
Tiaa Cref Investment Management Llc 15
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 14
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 14
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 14
Periscope Capital Inc. 14
Lazard Asset Management Llc 14
RidgeWorth Capital Management LLC 14
Wellington Management Group Llp 14
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 14
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 14
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 14
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 14
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 14
FNY Investment Advisers, LLC 14
ExodusPoint Capital Management, LP 14
Quantbot Technologies LP 14
Weiss Asset Management LP 14
Stratos Wealth Partners, LTD. 14
Bayesian Capital Management, LP 14
Mackenzie Financial Corp 14
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 14
Blackrock Core Bond Trust 14
Alberta Investment Management Corp 14
Fifth Third Bancorp 14
Russell Frank Co/ 14
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 14
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 14
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 14
Thrivent Financial For Lutherans 14
Neuberger Berman High Yield Strategies Fund Inc. 14
Guggenheim Capital Llc 14
Css Llc/il 14
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 14
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 14
Clear Street Markets Llc 14
Point72 Hong Kong Ltd 14
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 14
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 14
Norges Bank 14
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 14
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 14
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 14
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 14
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 13
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 13
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 13
EAM Investors, LLC 13
GWM Advisors LLC 13
Ellington Management Group Llc 13
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 13
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 13
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 13
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 13
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 13
Voya Prime Rate Trust 13
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 13
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 13
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 13
Plante Moran Financial Advisors, LLC 13
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 13
National Bank Of Canada /fi/ 13
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 13
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 13
D.a. Davidson & Co. 13
Quadrant Capital Group Llc 13
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 13
SBI Securities Co., Ltd. 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 13
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 13
Gabelli Multimedia Trust Inc. 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 13
Glenmede Trust Co Na 13
Teacher Retirement System Of Texas 13
Assetmark, Inc 13
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 13
Sculptor Capital LP 13
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 13
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 13
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 13
Blackrock Multi-sector Income Trust 13
IWC - iSHARES TRUST - iShares Micro-Cap ETF 13
Marshall Wace North America L.P. 13
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 13
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 13
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 13
State Of Wisconsin Investment Board 13
Cambridge Investment Research Advisors, Inc. 13
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 13
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 13
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 13
IWV - iSHARES TRUST - iShares Russell 3000 ETF 13
Nisa Investment Advisors, Llc 13
Lord, Abbett & Co. Llc 13
State Board Of Administration Of Florida Retirement System 13
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 13
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 13
Connor, Clark & Lunn Investment Management Ltd. 13
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 13
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 13
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 13
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 13
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 13
New America High Income Fund Inc 13
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 13
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 13
HAP Trading, LLC 13
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 13
Swiss National Bank 13
Natixis 13
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 12
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 12
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 12
NumerixS Investment Technologies Inc 12
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 12
Toronto Dominion Bank 12
Comerica Bank 12
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 12
Blackrock Credit Allocation Income Trust 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 12
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 12
Allworth Financial LP 12
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 12
Neuberger Berman Group LLC 12
Gotham Asset Management, LLC 12
Valeo Financial Advisors, LLC 12
Mfs Multimarket Income Trust 12
Jump Financial, LLC 12
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
Soros Fund Management Llc 12
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 12
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 12
Alliancebernstein Global High Income Fund Inc 12
Putnam Investments Llc 12
Healthcare Of Ontario Pension Plan Trust Fund 12
Laurion Capital Management LP 12
Fox Run Management, L.l.c. 12
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 12
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 12
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 12
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12
State of Wyoming 12
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 12
Massmutual Trust Co Fsb/adv 12
EverSource Wealth Advisors, LLC 12
Parallel Advisors, LLC 12
Spot Trading L.L.C 12
MUFG Americas Holdings Corp 12
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 12
Driehaus Capital Management Llc 12
Public Employees Retirement System Of Ohio 12
Wealthspire Advisors, L.P. 12
Dupont Capital Management Corp 12
Global Retirement Partners, LLC 12
MASTER BOND LLC - Master Total Return Portfolio 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 12
National Asset Management, Inc. 12
Algert Global Llc 12
Public Employees Retirement Association Of Colorado 12
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 12
BlackRock Group LTD 12
Global Income Builder Portfolio - Global Income Builder Portfolio 12
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 12
Tfs Capital Llc 12
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 12
Davidson Kempner Capital Management Lp 12
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 12
Clear Street Llc 12
IWM - iSHARES TRUST - iShares Russell 2000 ETF 12
Great West Life Assurance Co /can/ 12
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 12
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 12
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 12
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 12
KBC Group NV 12
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 12
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 12
American Portfolios Advisors 12
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 12
College Retirement Equities Fund 12
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 12
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 12
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 12
CIBC World Markets Inc. 12
NSIDX - Northern Funds - Northern Small Cap Index Fund 12
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 12
Credit Agricole S A 12
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 12
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 12
Royce & Associates Lp 12
PDT Partners, LLC 12
Raymond James Financial Services Advisors, Inc. 12
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 12
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 12
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 11
Bessemer Group Inc 11
NOSGX - Northern Funds - Northern Small Cap Value Fund 11
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 11
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 11
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 11
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 11
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 11
CoreCap Advisors, LLC 11
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 11
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 11
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 11
Asset Management One Co., Ltd. 11
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 11
Byrne Asset Management LLC 11
Linden Advisors Lp 11
Aperio Group, LLC 11
Jefferies Financial Group Inc. 11
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 11
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 11
Spire Wealth Management 11
Profunds - Profund Vp Ultrasmall-cap 11
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 11
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 11
Amalgamated Financial Corp. 11
Caption Management, LLC 11
State of New Jersey Common Pension Fund D 11
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 11
Truist Financial Corp 11
Axa S.a. 11
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 11
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 11
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 11
Martingale Asset Management L P 11
Radcliffe Capital Management, L.P. 11
Schroder Investment Management Group 11
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 11
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 11
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 11
Ionic Capital Management LLC 11
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 11
Mint Tower Capital Management B.V. 11
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 11
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 11
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 11
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 11
TCI Wealth Advisors, Inc. 11
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 11
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 11
Cornerstone Capital Management Holdings Llc. 11
Teton Advisors, Inc. 11
Stevens Capital Management Lp 11
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 11
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 11
Eaton Vance Management 11
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 11
Hutchin Hill Capital, LP 11
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 11
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 11
Spark Investment Management LLC 11
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 11
Rockefeller Capital Management L.P. 11
Allspring Global Investments Holdings, LLC 11
Profunds - Profund Vp Small-cap 11
Claymore Exchange-traded Fund Trust 11
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 11
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 11
Tiaa-cref Funds 11
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 11
John Hancock Income Securities Trust 11
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 11
VCSLX - VALIC Co I - Small Cap Index Fund 11
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 11
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 11
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 11
Landscape Capital Management, L.l.c. 11
OMERS ADMINISTRATION Corp 11
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 11
Alambic Investment Management, L.P. 11
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 11
Advent Capital Management /de/ 11
First Foundation Advisors 11
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 11
PENN SERIES FUNDS INC - Small Cap Index Fund 11
Money Concepts Capital Corp 11
Focused Wealth Management, Inc 11
Janus Henderson Group Plc 11
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 11
Susquehanna Fundamental Investments, Llc 11
Zacks Investment Management 11
Berman Capital Advisors, LLC 11
Six Circles Trust - Six Circles Credit Opportunities Fund 11
Tarbox Family Office, Inc. 11
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 11
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 11
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 11
Harbour Investments, Inc. 11
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 11
Chicago Equity Partners Llc 11
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 11
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 11
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 11
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 11
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 11
Canada Pension Plan Investment Board 11
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 11
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 11
Piedmont Investment Advisors Llc 11
Sterling Capital Management LLC 11
Old Mission Capital Llc 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 11
Mfs Special Value Trust 11
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 11
MetLife Securities, Inc 11
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 10
Maven Securities LTD 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 10
PineBridge Investments, L.P. 10
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 10
Mfs Charter Income Trust 10
First Manhattan Co 10
Shay Capital LLC 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
JIHDX - John Hancock Funds II - High Yield Fund Class 1 10
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 10
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 10
Advisors Asset Management, Inc. 10
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 10
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 10
Institutional & Family Asset Management, Llc 10
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 10
Sowell Financial Services LLC 10
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 10
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 10
SLPIX - Profunds - Small-cap Profund Investor Class 10
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 10
Graham Capital Management, L.P. 10
Parkside Financial Bank & Trust 10
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 10
FNY Partners Fund LP 10
Mizuho Securities Usa Llc 10
Oppenheimer Funds Inc 10
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 10
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 10
Ronald Blue Trust, Inc. 10
Saba Capital Management, L.P. 10
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 10
Mangrove Partners 10
Airain ltd 10
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 10
Franklin Resources Inc 10
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 10
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 10
Manatuck Hill Partners, LLC 10
Los Angeles Capital Management Llc 10
QS Investors, LLC 10
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 10
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 10
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 10
Voloridge Investment Management, Llc 10
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 10
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 10
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 10
Versant Capital Management, Inc 10
Jacobs Levy Equity Management, Inc 10
Benjamin F. Edwards & Company, Inc. 10
Janney Montgomery Scott LLC 10
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 10
Quantamental Technologies LLC 10
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 10
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 10
Jones Financial Companies Lllp 10
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 10
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 10
Bank Of Nova Scotia 10
Virginia Retirement Systems Et Al 10
Quadrature Capital Ltd 10
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 10
Fuller & Thaler Asset Management, Inc. 10
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 10
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 10
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 10
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 10
Y-Intercept (Hong Kong) Ltd 10
Synovus Financial Corp 10
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 10
Mutual Of America Capital Management Llc 10
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 10
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 10
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 10
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 10
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 10
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 10
Blueshift Asset Management, LLC 10
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 10
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 10
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 10
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 10
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 10
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 10
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 10
Suntrust Banks Inc 10
Exchange Traded Concepts, Llc 10
Acrospire Investment Management LLC 10
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 10
Brown Brothers Harriman & Co 10
Wexford Capital Lp 10
Hbk Investments L P 10
Wunderlich Securities, Inc. 10
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 10
Raymond James Financial Inc 10
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 10
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 10
Kepos Capital LP 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 10
Calamos Global Dynamic Income Fund 10
EverPoint Asset Management, LLC 10
PENN SERIES FUNDS INC - International Equity Fund 10
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 10
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 10
Picton Mahoney Asset Management 10
Griffin Institutional Access Credit Fund 10
Mfs Intermediate High Income Fund 10
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 10
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares 10
Commonwealth Equity Services, Llc 10
Cvi Holdings, Llc 10
Gradient Investments LLC 10
Kestra Advisory Services, LLC 10
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 10
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 10
Numeric Investors Llc 10
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 10
Seven Eight Capital, Lp 9
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 9
Geneos Wealth Management Inc. 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
PENN SERIES FUNDS INC - Flexibly Managed Fund 9
Larson Financial Group LLC 9
Financial Gravity Companies, Inc. 9
Trust Co Of Vermont 9
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9
Allianzgi Convertible & Income Fund Ii 9
Allianzgi Convertible & Income Fund 9
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 9
Nuveen Floating Rate Income Fund 9
Nuveen Floating Rate Income Opportunity Fund 9
CenterStar Asset Management, LLC 9
APG Asset Management N.V. 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 9
Prudential Short Duration High Yield Fund, Inc. 9
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 9
Occudo Quantitative Strategies Lp 9
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 9
Profunds - Profund Vp Oil & Gas 9
Ajo, Lp 9
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 9
Mariner, LLC 9
Proficio Capital Partners LLC 9
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 9
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 9
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 9
Oppenheimer & Co Inc 9
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 9
Gemmer Asset Management LLC 9
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 9
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 9
Credit Suisse High Yield Bond Fund 9
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 9
Moore Capital Management, Lp 9
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 9
Optimum Investment Advisors 9
Campbell & CO Investment Adviser LLC 9
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 9
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 9
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
1832 Asset Management L.P. 9
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
Rydex Etf Trust 9
Advent Claymore Convertible Securities & Income Fund 9
Tfs Capital Investment Trust 9
Pinz Capital Management, LP 9
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 9
Managed Account Advisors Llc 9
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 9
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 9
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9
C M Bidwell & Associates Ltd 9
Scotia Capital Inc. 9
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 9
Yakira Capital Management, Inc. 9
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 9
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 9
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 9
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 9
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 9
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 9
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 9
FIL Ltd 9
Regentatlantic Capital Llc 9
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 9
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 9
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 9
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 9
Castle Creek Arbitrage, LLC 9
State Farm Mutual Fund Trust 9
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 9
State Farm Variable Product Trust 9
Umb Bank N A/mo 9
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 9
Mason Street Advisors, Llc 9
Profund Advisors Llc 9
James Investment Research Inc 9
TD Waterhouse Canada Inc. 9
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 9
Hartland & Co., LLC 9
Shell Asset Management Co 9
Farther Finance Advisors, LLC 9
First Republic Investment Management, Inc. 9
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 9
North Star Investment Management Corp. 9
Penn Capital Management Co Inc 9
Koshinski Asset Management, Inc. 9
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 9
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 9
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 9
Commonwealth Bank Of Australia 9
Belvedere Trading LLC 9
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 9
Glassman Wealth Services 9
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 9
Nuveen, LLC 9
Independent Advisor Alliance 9
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 9
Quarry LP 9
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 9
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 9
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 9
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 9
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 9
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 9
Levin Capital Strategies, L.p. 9
Evoke Wealth, Llc 9
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 9
IndexIQ Advisors LLC 9
DekaBank Deutsche Girozentrale 9
Assenagon Asset Management S.A. 9
Patriot Financial Group Insurance Agency, LLC 9
Covington Capital Management 9
Vantagepoint Funds 9
Glazer Capital, Llc 9
Pathstone Family Office, Llc 9
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 9
Perritt Capital Management Inc 9
Winton Capital Group Ltd 9
Intech Investment Management Llc 9
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 9
B. Riley Financial, Inc. 9
Pinnacle Associates Ltd 9
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 9
GAM Holding AG 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 9
Massachusetts Financial Services Co /ma/ 9
Cresset Asset Management, LLC 9
J. Goldman & Co LP 9
Thompson Davis & Co., Inc. 9
Public Sector Pension Investment Board 9
Belpointe Asset Management LLC 9
Covestor Ltd 9
Atria Investments Llc 9
Guggenheim Active Allocation Fund 9
New Jersey Better Educational Savings Trust 9
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 9
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 9
Sofos Investments, Inc. 9
Lombard Odier Asset Management (USA) Corp 9
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 9
New York State Teachers Retirement System 9
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 9
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 9
Blair William & Co/il 9
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 9
AdvisorNet Financial, Inc 9
First Quadrant L P/ca 9
MAI Capital Management 9
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 9
Summit Trail Advisors, Llc 9
M&t Bank Corp 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 9
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 9
Great Lakes Advisors, Llc 9
Element Capital Management Llc 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
Nine Chapters Capital Management LLC 9
FLDFX - Meeder Funds - BALANCED FUND Retail Class 9
Advanced Series Trust - Ast Advanced Strategies Portfolio 8
Spartan Fund Management Inc. 8
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 8
Wells Fargo Multi-sector Income Fund 8
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 8
Enterprise Financial Services Corp 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 8
Penserra Capital Management LLC 8
Anson Funds Management LP 8
Versor Investments LP 8
Mercer Global Advisors Inc /adv 8
Flagship Harbor Advisors, Llc 8
Lido Advisors, LLC 8
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 8
BBT Capital Management, LLC 8
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 8
Utah Retirement Systems 8
Police & Firemen's Retirement System of New Jersey 8
Nordea Investment Management Ab 8
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 8
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 8
Sanders Morris Harris Llc 8
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 8
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 8
Adage Capital Partners Gp, L.l.c. 8
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 8
Skandinaviska Enskilda Banken AB (publ) 8
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 8
Westside Investment Management, Inc. 8
Brinker Capital Investments, LLC 8
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 8
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 8
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 8
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 8
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 8
BlackRock Credit Strategies Fund 8
Arkadios Wealth Advisors 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 8
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 8
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8
GV Financial Advisors 8
WFG Advisors, LP 8
III Capital Management 8
Weiss Multi-Strategy Advisers LLC 8
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 8
AMP Capital Investors Ltd 8
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 8
Oregon Public Employees Retirement Fund 8
Prospera Financial Services Inc 8
Sonora Investment Management, LLC 8
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 8
Holocene Advisors, LP 8
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 8
Evercore Wealth Management, LLC 8
Nuveen Short Duration Credit Opportunities Fund 8
Capital Fund Management S.a. 8
Brevan Howard Capital Management LP 8
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 8
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 8
First New York Securities Llc /ny 8
Omni Partners Llp 8
Mirae Asset Global Investments Co., Ltd. 8
SkyView Investment Advisors, LLC 8
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 8
Advantage Investment Management, Llc 8
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 8
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 8
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 8
Alyeska Investment Group, L.P. 8
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 8
P Schoenfeld Asset Management Lp 8
Emerald Acquisition Ltd. 8
Candriam Luxembourg S.C.A. 8
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 8
VDAFX - VALIC Co I - Dynamic Allocation Fund 8
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 8
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 8
Cable Hill Partners, LLC 8
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 8
Boston Partners 8
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 8
Cornerstone Advisors, Inc. 8
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 8
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 8
Xponance, Inc. 8
First Mercantile Trust Co 8
Thompson Siegel & Walmsley Llc 8
Clear Harbor Asset Management, LLC 8
Whittier Trust Co Of Nevada Inc 8
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 8
Dreyfus High Yield Strategies Fund 8
Teton Westwood Funds 8
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 8
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 8
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 8
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 8
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 8
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 8
Analytic Investors, LLC 8
Barings Llc 8
Clearbridge Investments, LLC 8
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 8
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 8
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 8
Segantii Capital Management Ltd 8
Ensign Peak Advisors, Inc 8
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 8
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 8
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 8
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 8
Amundi Pioneer Asset Management Inc 8
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 8
Wealthcare Advisory Partners LLC 8
World Asset Management Inc 8
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 8
Boston Income Portfolio - Boston Income Portfolio 8
Compagnie Lombard Odier SCmA 8
Sunbelt Securities, Inc. 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 8
SG3 Management, LLC 8
DRW Securities, LLC 8
BNP Paribas Asset Management Holding S.A. 8
Rehmann Capital Advisory Group 8
Jfs Wealth Advisors, Llc 8
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 8
Credit Suisse Asset Management Income Fund Inc 8
Marathon Trading Investment Management LLC 8
United Services Automobile Association 8
Cerity Partners LLC 8
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 8
Ellevest, Inc. 8
Twin Tree Management, LP 8
Cetera Advisor Networks LLC 8
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 8
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 8
First Hawaiian Bank 8
Jupiter Asset Management Ltd 8
Pictet Asset Management Sa 8
Caas Capital Management Lp 8
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 8
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 8
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 8
Snowden Capital Advisors LLC 8
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 8
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 8
Loomis Sayles & Co L P 8
Hartford Mutual Funds Inc/ct 8
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 8
FORA Capital, LLC 8
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 8
Carroll Financial Associates, Inc. 8
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 8
Private Capital Group, LLC 8
Mml Investors Services, Llc 8
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 8
Natixis Advisors, L.p. 8
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 8
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 8
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 8
PPM Funds - PPM High Yield Core Fund (Inst) 8
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 8
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 8
Elequin Capital Lp 8
Denali Advisors Llc 8
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 8
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 8
Handelsbanken Fonder AB 8
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 8
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 8
Clough Capital Partners L P 8
Gabelli Equity Trust Inc 8
TENOR CAPITAL MANAGEMENT Co., L.P. 8
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 8
Financial Architects, Inc 8
Weld Capital Management Llc 8
Reilly Financial Advisors, Llc 8
State of Alaska, Department of Revenue 8
State of Tennessee, Treasury Department 8
Arizona State Retirement System 8
Sawtooth Solutions, LLC 8
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 8
Vanguard World Fund 8
Apollo Management Holdings, L.P. 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 8
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 8
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 8
Robeco Institutional Asset Management B.V. 8
Nuveen Senior Income Fund 8
Berkley W R Corp 8
Regions Financial Corp 8
Gilder Gagnon Howe & Co Llc 8
Moors & Cabot, Inc. 8
BDO Wealth Advisors, LLC 8
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 8
Sanctuary Wealth Advisors, LLC 8
Municipal Employees' Retirement System of Michigan 8
Western Asset High Income Fund Ii Inc. 8
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 8
Basso Capital Management, L.p. 8
CIBC Asset Management Inc 8
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 8
Orion Portfolio Solutions, LLC 8
Cipher Capital LP 7
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 7
International Assets Investment Management, Llc 7
FNY Managed Accounts LLC 7
Wedge Capital Management L L P/nc 7
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 7
Skylands Capital, LLC 7
GABELLI & Co INVESTMENT ADVISERS, INC. 7
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 7
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 7
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 7
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 7
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 7
Globeflex Capital L P 7
Diker Management Llc 7
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 7
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 7
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 7
Mackay Shields Llc 7
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 7
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 7
Jane Street Holding, LLC 7
NSGRX - Northern Funds - Northern Small Cap Core Fund 7
Atw Spac Management Llc 7
RBF Capital, LLC 7
Tradewinds Capital Management, LLC 7
Aviva Plc 7
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 7
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 7
Blackrock 2022 Global Income Opportunity Trust 7
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 7
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 7
Deere & Co 7
GGBFX - GuideStone Funds - Global Bond Fund Investor 7
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 7
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 7
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 7
Kennedy Capital Management, Inc. 7
Ardsley Advisory Partners Lp 7
Warren Averett Asset Management, LLC 7
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 7
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 7
Tuttle Tactical Management LLC 7
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) 7
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 7
SRS Capital Advisors, Inc. 7
Coppell Advisory Solutions Corp. 7
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 7
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7
Telemetry Investments, L.L.C. 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
MMCAP International Inc. SPC 7
SAC Capital Advisors LP 7
JustInvest LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 7
VTL Associates, LLC 7
Private Trust Co Na 7
Dynamic Technology Lab Pte Ltd 7
Bailard, Inc. 7
Bridgewater Associates, LP 7
Park West Asset Management LLC 7
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 7
CIBC Private Wealth Group, LLC 7
Td Asset Management Inc 7
Assured Investment Management LLC 7
Rivernorth Capital Management, Llc 7
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 7
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 7
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 7
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 7
Harel Insurance Investments & Financial Services Ltd. 7
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 7
Boston Private Wealth Llc 7
BlackRock Japan Co. Ltd 7
Equitec Proprietary Markets, Llc 7
First Horizon Advisors, Inc. 7
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 7
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 7
Bokf, Na 7
Maplelane Capital, Llc 7
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 7
Ssi Investment Management Llc 7
Bluefin Capital Management, Llc 7
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 7
Hillsdale Investment Management Inc. 7
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 7
Aberdeen Global Income Fund Inc 7
Visium Asset Management, LP 7
Gabelli Equity Series Funds Inc 7
Leap Investments Lp 7
Athanor Capital, Lp 7
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 7
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 7
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 7
Gargoyle Investment Advisor L.L.C. 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
Coldstream Capital Management Inc 7
BlackRock Multi-Sector Opportunities Trust II 7
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 7
Coastal Investment Advisors, Inc. 7
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 7
Ci Investments Inc. 7
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 7
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 7
Bluefin Trading, LLC 7
Tri-continental Corp 7
Quinn Opportunity Partners LLC 7
Hantz Financial Services, Inc. 7
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 7
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 7
Aigen Investment Management, Lp 7
Caxton Associates Lp 7
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 7
Arrowgrass Capital Partners (us) Lp 7
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 7
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 7
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 7
Wells Fargo Income Opportunities Fund 7
Salem Investment Counselors Inc 7
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 7
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 7
Quantitative Investment Management, LLC 7
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 7
Flow Traders U.s. Llc 7
Toroso Investments, LLC 7
Moody National Bank Trust Division 7
Calamos Global Total Return Fund 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 7
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 7
Atom Investors LP 7
Riverhead Capital Management Llc 7
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 7
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7
Wipfli Financial Advisors Llc, 7
Islet Management, LP 7
Oasis Management Co Ltd. 7
Pioneer High Income Trust 7
SECOR Capital Advisors, LP 7
Cadian Capital Management, Lp 7
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 7
Howe & Rusling Inc 7
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 7
Harvey Partners, LLC 7
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 7
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 7
Lindbrook Capital, Llc 7
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 7
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 7
Columbia Partners L L C Investment Management 7
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 7
Caitong International Asset Management Co., Ltd 7
Pentwater Capital Management LP 7
National Planning Corp 7
Boston Advisors Llc 7
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 7
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 7
Nomura Asset Management Co Ltd 7
Capstone Asset Management Co 7
Brookstone Capital Management 7
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 7
Western Asset High Income Opportunity Fund Inc. 7
Quotient Investors, LLC 7
Brown Advisory Inc 7
Westpac Banking Corp 7
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 7
Alpha Windward Llc 7
Capital Research Global Investors 7
Prudential Global Short Duration High Yield Fund, Inc. 7
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 7
Mount Yale Investment Advisors, LLC 7
Symmetry Peak Management Llc 7
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 7
Weiss Strategic Interval Fund 7
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 7
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 7
Sigma Planning Corp 7
Ing Groep Nv 7
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 7
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 7
Fs Credit Income Fund 7
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 7
Financial Advocates Investment Management 7
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 7
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 7
Bryn Mawr Capital Management Inc 7
FDx Advisors, Inc. 7
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 7
Trustcore Financial Services, Llc 7
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 7
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 7
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 7
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 7
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 7
SUBZ - Listed Funds Trust - Roundhill Streaming Services & Technology ETF 7
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 7
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 7
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 7
Sciencast Management LP 7
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 7
Elite Wealth Management, Inc. 7
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 7
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 7
Northwestern Mutual Investment Management Company, Llc 7
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 7
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 7
Stone Ridge Asset Management LLC 7
Parametrica Management Ltd 7
Capital Advisors, Ltd. LLC 7
Water Island Capital Llc 7
Deltec Asset Management Llc 7
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 7
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 7
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 7
S. Muoio & Co. Llc 7
Cowen Group, Inc. 7
AGF Investments LLC 7
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 7
Formula Growth Ltd 7
WealthTrust-Arizona, LLC 7
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 7
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 7
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 7
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 7
Cornerstone Planning Group LLC 6
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 6
Moneta Group Investment Advisors Llc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 6
Louisiana State Employees Retirement System 6
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 6
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 6
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 6
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 6
Balentine LLC 6
DeepCurrents Investment Group LLC 6
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 6
Tortoise Investment Management, LLC 6
Blue Arrow Capital Management Llc 6
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 6
Taconic Capital Advisors LP 6
Fore Capital, LLC 6
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class 6
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 6
Woodline Partners LP 6
SpiderRock Trading LLC 6
Sargent Bickham Lagudis LLC 6
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 6
Chicago Partners Investment Group LLC 6
Calamos Strategic Total Return Fund 6
Vivaldi Asset Management, LLC 6
Timber Hill LLC 6
Principal Securities, Inc. 6
Veritable, L.P. 6
HGC Investment Management Inc. 6
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 6
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 6
Pinnacle Wealth Planning Services, Inc. 6
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 6
Texas Permanent School Fund 6
Quantinno Capital Management LP 6
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 6
Eidelman Virant Capital 6
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 6
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 6
CI Private Wealth, LLC 6
True Wealth Design, LLC 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 6
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 6
Maverick Capital Ltd 6
Point72 Middle East FZE 6
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 6
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 6
Diametric Capital, LP 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 6
State of New Jersey Common Pension Fund A 6
Ameritas Investment Corp 6
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 6
IWB - iSHARES TRUST - iShares Russell 1000 ETF 6
Commerzbank Aktiengesellschaft /fi 6
Gerber Kawasaki Wealth & Investment Management 6
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 6
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 6
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 6
Lee Financial Co 6
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 6
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 6
Convergence Investment Partners, LLC 6
Commerce Bank 6
Tocqueville Asset Management L.p. 6
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 6
Rafferty Asset Management, LLC 6
Teza Capital Management LLC 6
Aquatic Capital Management LLC 6
Lynwood Capital Management Inc. 6
Silphium Asset Management Ltd 6
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 6
Eagle Asset Management Inc 6
Crossmark Global Holdings, Inc. 6
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 6
Csenge Advisory Group 6
Edge Wealth Management LLC 6
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 6
Navellier & Associates Inc 6
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
Aristeia Capital Llc 6
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 6
Waddell & Reed Financial Inc 6
Pearl River Capital, LLC 6
Sandy Spring Bank 6
Northpointe Capital Llc 6
Skaana Management L.P. 6
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 6
Fiera Capital Corp 6
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 6
Denver Investment Advisors Llc 6
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 6
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 6
BlueCrest Capital Management LLP 6
Peak6 Llc 6
WealthPLAN Partners, LLC 6
AHL Partners LLP 6
CenterStar Fund, LLC 6
Horizon Kinetics LLC 6
Vident Investment Advisory, LLC 6
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 6
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 6
Eudaimonia Partners, LLC 6
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 6
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 6
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 6
Vantage Consulting Group Inc 6
Chartwell Investment Partners, Llc 6
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 6
Allianzgi Diversified Income & Convertible Fund 6
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 6
XR Securities LLC 6
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 6
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 6
CENTRAL TRUST Co 6
Quantitative Systematic Strategies LLC 6
Highland Capital Management, Llc 6
Cadence Capital Management Llc 6
Burt Wealth Advisors 6
Bridgefront Capital, LLC 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 6
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 6
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 6
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 6
Jennison Associates Llc 6
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 6
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 6
DLD Asset Management, LP 6
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 6
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 6
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 6
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 6
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 6
Tucker Asset Management Llc 6
Disciplined Investments, LLC 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 6
Teachers Retirement System Of The State Of Kentucky 6
Mraz, Amerine & Associates, Inc. 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 6
JNBA Financial Advisors 6
Folger Hill Asset Management LP 6
Three Peaks Capital Management, LLC 6
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Citizens Financial Group Inc/ri 6
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 6
GAMMA Investing LLC 6
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 6
Jacobi Capital Management LLC 6
We Are One Seven, LLC 6
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 6
Capital World Investors 6
Steward Financial Group LLC 6
Invictus RG Pte. Ltd. 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 6
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 6
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 6
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 6
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 6
Sageworth Trust Co 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 6
I.g. Investment Management, Ltd. 6
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 6
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 6
Arete Wealth Advisors, LLC 6
Ascend Capital, Llc 6
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 6
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 6
Profunds - Profund Vp Consumer Services 6
Xact Kapitalforvaltning AB 6
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 6
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 6
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 6
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 6
Oppenheimer Etf Trust 6
Voya Senior Income Fund 6
Cetera Investment Advisers 6
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 6
Invesco Senior Loan Fund 6
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 6
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 6
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 6
Rotella Capital Management, Inc. 6
Vanguard Explorer Fund 6
Pictet Asset Management Holding SA 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
People's United Financial, Inc. 6
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 6
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 6
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 6
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 6
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 6
Vanguard Horizon Funds 6
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 6
Brandywine Global Investment Management, LLC 6
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 6
Hussman Strategic Advisors, Inc. 6
Amundi 6
Underlying Funds Trust 6
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 6
Sei Trust Co 6
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 6
Fred Alger Management, Llc 6
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 6
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 6
K.J. Harrison & Partners Inc 6
Dark Forest Capital Management Lp 6
Manchester Capital Management LLC 6
EntryPoint Capital, LLC 6
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 6
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 6
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 6
Capula Management Ltd 6
Rational Advisors Llc 6
Societe Generale 6
Nuveen Credit Strategies Income Fund 6
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 6
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 6
Pimco Income Strategy Fund 6
Twinbeech Capital Lp 6
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 6
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6
Pinnacle Summer Investments, Inc. 6
Daiwa Securities Group Inc. 6
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 6
Point72 Asia (Singapore) Pte. Ltd. 6
First Citizens Bank & Trust Co 6
Signet Financial Management, Llc 6
Bardin Hill Management Partners Lp 6
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 6
Alps Advisors Inc 6
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 6
Wells Fargo Utilities & High Income Fund 6
New England Securities Corp /MA/ 6
Contour Asset Management LLC 6
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 6
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 6
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 6
Washington Trust Bank 6
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 6
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 6
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 6
Coe Capital Management, LLC 6
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 6
L & S Advisors Inc 6
Whittier Trust Co 6
FineMark National Bank & Trust 6
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 6
IBM Retirement Fund 6
Bb&t Securities, Llc 6
Scout Investments, Inc. 6
Gmt Capital Corp 6
Tradeworx Inc. 6
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 6
Arden Investment Series Trust 6
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 6
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 6
Special Opportunities Fund, Inc. 6
IBIS Capital Partners LLP 6
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 6
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 6
Pimco Corporate & Income Opportunity Fund 6
Pimco Income Strategy Fund Ii 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
Pimco Corporate & Income Strategy Fund 6
Moisand Fitzgerald Tamayo, LLC 6
LS Investment Advisors, LLC 6
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 6
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 6
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 6
Blackstone / Gso Long-short Credit Income Fund 6
Shepherd Kaplan Krochuk, Llc 6
GHP Investment Advisors, Inc. 6
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 6
First Personal Financial Services 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 6
Zweig-DiMenna Associates LLC 6
Sandler Capital Management 6
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 6
Bellwether Investment Group, LLC 6
Honeycomb Asset Management LP 6
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 6
Stoneridge Investment Partners Llc 6
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 6
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 6
Pnc Funds 6
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 6
Mckinley Capital Management Llc /delaware 6
Western Asset Global High Income Fund Inc. 6
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 6
NJ State Employees Deferred Compensation Plan 6
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 6
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 6
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 6
Winch Advisory Services, LLC 6
Harvest Group Wealth Management, Llc 6
Irish Life Investment Managers Ltd. 6
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 6
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6
Ausdal Financial Partners, Inc. 6
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 6
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 6
Klp Kapitalforvaltning As 6
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 6
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 6
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 6
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 6
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 6
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 6
Blackstone / Gso Strategic Credit Fund 6
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 6
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 6
Corebridge Financial, Inc. 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 6
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 6
Cibc World Markets Corp 6
Centaurus Financial, Inc. 6
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 6
Coppell Advisory Solutions LLC 6
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 6
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 6
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 6
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 6
Karp Capital Management Corp 6
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 6
IMC-Chicago, LLC 6
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 6
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 6
Nuveen Nasdaq 100 Dynamic Overwrite Fund 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
Point72 (DIFC) Ltd 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 6
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 6
IHT Wealth Management, LLC 6
Easterly Investment Partners Llc 6
ETRADE Capital Management LLC 6
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 6
Liberty Wealth Management Llc 6
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 6
Treasurer of the State of North Carolina 6
Bogle Investment Management L P /de/ 6
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 6
Princeton Alpha Management LP 6
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 6
Rice Hall James & Associates, Llc 6
AE Wealth Management LLC 6
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 6
Hm Payson & Co 6
John Hancock Hedged Equity & Income Fund 6
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 6
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 6
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 6
Beryl Capital Management LLC 6
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 6
Headlands Technologies LLC 6
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 6
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 6
Johnson Financial Group, Inc. 6
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 6
Gts Securities Llc 6
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 6
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 6
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio 6
Artisan Partners Limited Partnership 6
RMB Capital Management, LLC 6
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 6
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 6
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 6
Checchi Capital Advisers, LLC 6
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 6
Capital Guardian Trust Co 6
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
Vestcor Inc 5
HighVista Strategies LLC 5
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
Pimco Strategic Income Fund, Inc 5
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 5
Kanaly Trust Co 5
Scopus Asset Management, L.p. 5
Aviance Capital Management, Llc 5
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 5
Employees Retirement System of Texas 5
Capital Impact Advisors, LLC 5
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 5
Menta Capital Llc 5
Eaton Vance Floating-rate Income Trust 5
Western Asset High Yield Defined Opportunity Fund Inc. 5
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5
Pimco Dynamic Income Fund 5
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 5
Visionary Asset Management, Inc. 5
Pimco Flexible Credit Income Fund 5
Procyon Private Wealth Partners, LLC 5
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 5
Pimco Income Opportunity Fund 5
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 5
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 5
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 5
Pimco Dynamic Credit & Mortgage Income Fund 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 5
Integrated Quantitative Investments LLC 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
Verus Capital Partners, Llc 5
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 5
Keybank National Association/oh 5
Hilltop Holdings Inc. 5
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 5
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 5
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 5
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 5
AIEQ - ETF Managers Trust - AI Powered Equity ETF 5
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 5
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 5
QCM Cayman, Ltd. 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 5
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 5
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 5
Ivory Investment Management, Llc 5
Connor Clark & Lunn Investment Management Ltd 5
Glg Inc. 5
Northern Trust Co Of Connecticut 5
Gideon Capital Advisors, Inc. 5
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 5
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 5
PineView Asset Management LP 5
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 5
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 5
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 5
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 5
Pictet Asset Management Ltd 5
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 5
Glade Brook Capital Partners Llc 5
Ropes Wealth Advisors Llc 5
Baird Financial Group, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 5
Itau Unibanco Holding S.A. 5
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 5
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 5
Stifel Nicolaus & Co Inc \mo\ 5
Virtus Investment Advisers, Inc. 5
MML Series Investment Fund II - MML High Yield Fund Class II 5
Shapiro Capital Management Llc 5
JS Capital Management LLC 5
Black Maple Capital Management LP 5
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 5
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 5
Highlander Capital Management, LLC 5
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 5
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 5
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 5
Asset Dedication, LLC 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 5
Croft-leominster Inc 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
Sheaff Brock Investment Advisors, LLC 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 5
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 5
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 5
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 5
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 5
USA Financial Portformulas Corp 5
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5
Nicholas Investment Partners, LP 5
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 5
Cetera Advisors LLC 5
Zevenbergen Capital Investments Llc 5
Westwood Holdings Group Inc 5
Van Eck Associates Corp 5
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 5
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 5
Northwest & Ethical Investments L.P. 5
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 5
Rothschild Investment Llc 5
Ontario Teachers Pension Plan Board 5
WR Wealth Planners, LLC 5
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 5
Farmers & Merchants Investments Inc 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
PARK CIRCLE Co 5
Orbis Allan Gray Ltd 5
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 5
Brinker Capital Inc 5
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 5
BNP Paribas Investment Partners S.A. 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 5
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 5
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 5
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 5
Mariner Investment Group Llc 5
Kapitalo Investimentos Ltda 5
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 5
Potomac Capital Management, Inc. 5
Placemark Investments, Inc. 5
Eqis Capital Management, Inc. 5
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 5
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 5
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 5
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 5
Qs Batterymarch Financial Management, Inc 5
1492 Capital Management LLC 5
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 5
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 5
General Motors Investment Management Corp 5
Pathstone Holdings, LLC 5
EastBay Asset Management, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 5
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 5
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 5
Grantham, Mayo, Van Otterloo & Co. LLC 5
Smartleaf Asset Management LLC 5
Echo Street Capital Management LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 5
Private Wealth Management Group, LLC 5
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 5
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 5
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 5
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 5
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 5
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 5
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 5
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 5
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 5
HighPoint Advisor Group LLC 5
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 5
Twin Peaks Wealth Advisors, LLC 5
Etf Managers Group, Llc 5
StoneX Group Inc. 5
Anchor Investment Management, LLC 5
Crestline Management, LP 5
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 5
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 5
Calvert Investment Management, Inc. 5
Caisse De Depot Et Placement Du Quebec 5
Usca Ria Llc 5
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 5
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 5
Tcw Group Inc 5
Royal London Asset Management Ltd 5
Sutton Wealth Advisors Inc. 5
Lsv Asset Management 5
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 5
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 5
Avantax Planning Partners, Inc. 5
Primecap Management Co/ca/ 5
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 5
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 5
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 5
Elkfork Partners LLC 5
Bulldog Investors, LLP 5
Integrated Wealth Management 5
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 5
Kettle Hill Capital Management, Llc 5
Capital Investment Advisory Services, LLC 5
JJJ Advisors Inc. 5
Armistice Capital, Llc 5
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 5
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 5
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 5
Colony Group Llc 5
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 5
Smith Asset Management Group Lp 5
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 5
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 5
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 5
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 5
Financial Management Professionals, Inc. 5
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 5
Harvest Fund Management Co., Ltd 5
Agf Investments Inc. 5
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 5
Brookfield Asset Management Inc. 5
Nebula Research & Development LLC 5
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 5
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 5
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 5
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 5
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 5
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 5
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 5
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 5
Angelo Gordon & Co., L.p. 5
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 5
Integrated Investment Consultants, LLC 5
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 5
Advisors Preferred, LLC 5
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 5
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 5
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 5
Western Standard LLC 5
Numerai GP LLC 5
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 5
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 5
Hallmark Capital Management Inc 5
York Capital Management Global Advisors, LLC 5
Stephens Inc /ar/ 5
Meadow Creek Investment Management LLC 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
Axq Capital, Lp 5
Bartlett & Co. LLC 5
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 5
Essex Investment Management Co Llc 5
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5
Intellectus Partners, LLC 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 5
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 5
Castleark Management Llc 5
Valley National Advisers Inc 5
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 5
Cigna Investments Inc /new 5
SOUTH STATE Corp 5
Emerald Advisers, Llc 5
Summit Global Investments 5
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 5
Coatue Management Llc 5
First Allied Advisory Services, Inc. 5
Avion Wealth 5
Evergreen Capital Management Llc 5
Global Wealth Strategies & Associates 5
Ursa Fund Management, LLC 5
River Road Asset Management, LLC 5
Chimera Capital Management LLC 5
Emerald Mutual Fund Advisers Trust 5
Apollo Management Holdings GP, LLC 5
Brewin Dolphin Ltd 5
Context Capital Management, LLC 5
Schechter Investment Advisors, LLC 5
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 5
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 5
YorkBridge Wealth Partners, LLC 5
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 5
Zeke Capital Advisors, Llc 5
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 5
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 5
Boussard & Gavaudan Investment Management LLP 5
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 5
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 5
ACG Wealth 5
Smithfield Trust Co 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 5
Patriot Investment Management Inc. 5
Bfsg, Llc 5
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 5
Independent Portfolio Consultants, Inc. 5
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 5
Highland Capital Management Lp 5
Atria Wealth Solutions, Inc. 5
Voleon Capital Management Lp 5
Spot Trading L.l.c. 5
Owl Creek Asset Management, L.P. 5
Mitsubishi UFJ Trust & Banking Corp 5
Claro Advisors LLC 5
Wealthspire Advisors, LLC 5
Oppenheimer Asset Management Inc. 5
Pendal Group Ltd 5
Antara Capital LP 5
BTG Pactual Global Asset Management Ltd 5
Hoover Financial Advisors, Inc. 5
Meteora Capital, LLC 5
Global Wealth Management Investment Advisory, Inc. 5
Kassirer Asset Management Corp 5
Neo Ivy Capital Management 5
Bb&t Investment Services, Inc. 5
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 5
Resources Investment Advisors, LLC. 5
Wetherby Asset Management Inc 5
Zions Bancorporation, N.A. 5
Segall Bryant & Hamill, Llc 5
Hilton Capital Management, LLC 5
VNBTrust, National Association 5
Catalyst Capital Advisors LLC 5
Bogart Wealth, LLC 5
Lenox Wealth Advisors, LLC 5
Alphacrest Capital Management Llc 5
Baystate Wealth Management LLC 5
Old Mutual Global Investors (UK) Ltd. 5
Montecito Bank & Trust 5
Close Asset Management Ltd 5
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 5
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 5
Fifth Lane Capital, Lp 5
Enlightenment Research, LLC 5
Global X Management CO LLC 5
SJS Investment Consulting Inc. 5
Dorsey Wright & Associates 5
Marquette Asset Management, LLC 5
Retirement Planning Co of New England, Inc. 5
Clinton Group Inc 5
Harbor Capital Advisors, Inc. 5
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 5
Shannon River Fund Management LLC 5
Yousif Capital Management, Llc 5
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 5
Capital Performance Advisors Llp 5
GW&K Investment Management, LLC 5
Schubert & Co 5
Delta Asset Management Llc/tn 5
Dynamic Advisor Solutions LLC 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
DnB Asset Management AS 5
Luxor Capital Group, LP 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
Blue Bell Private Wealth Management, Llc 5
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 5
BlackRock ESG Capital Allocation Trust 5
Bell Investment Advisors, Inc 5
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 5
Winslow, Evans & Crocker, Inc. 5
Invesco Senior Income Trust 5
Universal- Beteiligungs- und Servicegesellschaft mbH 5
Palisade Capital Management Llc/nj 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
Nvwm, Llc 5
Integral Derivatives, LLC 5
Creative Financial Designs Inc /adv 5
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 5
Certified Advisory Corp 5
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 5
Newbridge Financial Services Group, Inc. 5
Wagner Wealth Management, Llc 5
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 5
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 5
Advisor Resource Council 5
Avestar Capital, LLC 5
Tsfg, Llc 5
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 5
Eagle Bay Advisors LLC 5
Edmond De Rothschild Holding S.a. 5
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 5
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 5
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 5
Retirement Systems of Alabama 5
Counterpoint Mutual Funds LLC 5
Longfellow Investment Management Co Llc 5
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 5
Putnam High Income Securities Fund 5
Hartford Financial Management Inc. 5
6 Meridian 5
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 5
MYDA Advisors LLC 5
ArrowMark Colorado Holdings LLC 5
Optiver Holding B.V. 5
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 5
Delpha Capital Management, Llc 5
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 5
Yorktown Management & Research Co Inc 5
Condor Capital Management 5
Hancock Whitney Corp 5
VCGAX - VALIC Co I - Growth & Income Fund 5
Hanseatic Management Services Inc 5
Humankind Benefit Corp - Humankind US Stock ETF 5
Carillon Tower Advisers, Inc. 5
Allianzgi Convertible & Income 2024 Target Term Fund 5
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 5
Crewe Advisors LLC 5
SOA Wealth Advisors, LLC. 5
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 5
Gryphon Financial Partners LLC 5
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 5
Legacy Financial Advisors, Inc. 5
Hudock, Inc. 5
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 5
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 5
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 5
Bedel Financial Consulting, Inc. 5
Korea Investment CORP 5
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 5
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 5
Seacrest Wealth Management, Llc 5
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 5
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 5
Warberg Asset Management LLC 5
Allstate Corp 5
MUFG Securities EMEA plc 5
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 5
Mather Group, Llc. 5
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 5
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 5
Concord Wealth Partners 5
SG Capital Management LLC 5
Old Mutual Customised Solutions (proprietary) Ltd 5
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 5
Vontobel Holding Ltd. 5
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 5
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 5
Charter Oak Capital Management, LLC 5
Alpha Paradigm Partners, LLC 5
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 5
Gluskin Sheff & Assoc Inc 5
Janus Capital Management Llc 5
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 5
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 5
First Interstate Bank 5
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 5
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 5
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 5
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 5
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
Calamos Dynamic Convertible & Income Fund 5
Calamos Convertible & High Income Fund 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
Calamos Convertible Opportunities & Income Fund 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 5
Harfst & Associates, Inc. 5
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 5
Wolff Wiese Magana Llc 5
Atticus Wealth Management, Llc 5
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 5
Murchinson Ltd. 5
Ieq Capital, Llc 5
Western Asset Global Corporate Defined Opportunity Fund Inc. 5
Wells Fargo Global Dividend Opportunity Fund 5
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 5
Venture Visionary Partners LLC 5
United Capital Financial Advisers, Llc 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 5
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
BlackRock Capital Allocation Trust 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
Blackstone / Gso Senior Floating Rate Term Fund 5
Banque Cantonale Vaudoise 5
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 5
Paces Ferry Wealth Advisors, Llc 5
OTA Financial Group L.P. 5
Hexagon Capital Partners LLC 5
NN Investment Partners Holdings N.V. 5
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 5
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 5
Harber Asset Management Llc 5
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
Jpmorgan Trust Iii 5
Eaton Vance Senior Income Trust 5
Eaton Vance Senior Floating Rate Trust 5
NewSquare Capital LLC 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
Petrus Trust Company, LTA 4
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 4
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 4
Tlp Group Llc 4
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 4
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 4
Atika Capital Management LLC 4
Robinson Capital Management, Llc 4
Coastal Bridge Advisors, LLC 4
Edgestream Partners, L.P. 4
Karpus Management, Inc. 4
Carlson Capital L P 4
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 4
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 4
Fidelity Central Investment Portfolios LLC - Fidelity Communication Services Central Fund 4
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 4
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 4
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 4
Venturi Wealth Management, LLC 4
Havens Advisors Llc 4
Mosaic Family Wealth, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 4
Benchmark Capital Advisors 4
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 4
Supplemental Annuity Collective Trust of NJ 4
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 4
South Dakota Investment Council 4
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 4
San Francisco Sentry Investment Group (ca) 4
Advance Capital I Inc 4
Congress Asset Management Co /ma 4
Pekin Hardy Strauss, Inc. 4
Lebenthal Asset Management, LLC 4
Everence Capital Management Inc 4
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
Banco BTG Pactual S.A. 4
Equitec Specialists, Llc 4
Cantab Capital Partners LLP 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
Kavi Asset Management, LP 4
Columbus Circle Investors 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 4
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 4
Sumit Capital, Llc 4
Glacier Peak Capital LLC 4
Friess Associates Llc 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
Prudential Plc 4
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 4
Vantage Investment Advisors, LLC 4
TriOaks Capital Management L.P. 4
Tourbillon Capital Partners, L.P. 4
Sphinx Trading, Lp 4
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 4
Munder Capital Management 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
Delphi Private Advisors LLC 4
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 4
Harbour Capital Advisors, LLC 4
Westfield Capital Management Co Lp 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 4
Stux Capital Management, LLC 4
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 4
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 4
Peregrine Capital Management Llc 4
Garde Capital, Inc. 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
Westport Resources Management Inc 4
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 4
Falcon Point Capital, Llc 4
McAdam, LLC 4
Mason Street Advisors, Llc 4
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 4
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 4
Waratah Capital Advisors Ltd. 4
Flinton Capital Management LLC 4
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 4
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 4
Empowered Funds, LLC 4
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 4
Janney Capital Management LLC 4
683 Capital Management, LLC 4
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 4
Precept Management LLC 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
potrero capital research llc 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
Glen Harbor Capital Management LLC 4
Tyers Asset Management LLC 4
Neuburgh Advisers LLC 4
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 4
Worth Venture Partners, LLC 4
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 4
Ritholtz Wealth Management 4
Almanack Investment Partners, LLC. 4
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 4
Commonwealth Equity Services, Inc 4
Doyle Wealth Management 4
Ridgewood Investments LLC 4
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 4
SpiderRock Advisors, LLC 4
Palladium Partners Llc 4
PenderFund Capital Management Ltd. 4
Wilbanks Smith & Thomas Asset Management Llc 4
MARSHALL WACE ASIA Ltd 4
Sterling Investment Advisors, Ltd. 4
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 4
Clear Perspective Advisors, LLC 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 4
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 4
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4
ClariVest Asset Management LLC 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 4
Capital Investment Advisors, LLC 4
Joel Isaacson & Co., LLC 4
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF 4
Mesirow Financial Investment Management, Inc. 4
Donoghue Forlines LLC 4
Edge Advisors, Llc 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
Symphony Asset Management Llc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 4
Cerebellum GP, LLC 4
Ballew Advisors, Inc 4
Lighthouse Investment Partners, LLC 4
Front Row Advisors LLC 4
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 4
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 4
Camelot Portfolios, LLC 4
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 4
Invesco Dynamic Credit Opportunities Fund 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 4
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 4
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 4
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 4
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 4
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
Franklin Universal Trust 4
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 4
Tfo-tdc, Llc 4
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 4
Eminence Capital, Lp 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 4
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 4
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 4
WASHINGTON TRUST Co 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 4
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 4
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 4
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 4
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 4
Sumitomo Mitsui DS Asset Management Company, Ltd 4
Blackrock Floating Rate Income Strategies Fund, Inc. 4
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
Wellington Shields Capital Management, LLC 4
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 4
EWG Elevate Inc. 4
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 4
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 4
Westchester Capital Management, LLC 4
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 4
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 4
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 4
URTH - iShares, Inc. - iShares MSCI World ETF 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 4
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 4
Allianzgi Equity & Convertible Income Fund 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
Baldwin Brothers Inc/ma 4
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 4
Raiff Partners Inc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 4
Sugarloaf Wealth Management, LLC 4
Northern Right Capital Management, L.P. 4
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 4
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 4
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 4
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 4
Illinois Municipal Retirement Fund 4
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 4
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 4
Carolina Wealth Advisors, LLC 4
Nuveen Global High Income Fund 4
Powell Investment Advisors, LLC 4
Islay Capital Management, Llc 4
Key FInancial Inc 4
Nuveen S&p 500 Dynamic Overwrite Fund 4
Jeereddi Investments, LP 4
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
Americana Partners, LLC 4
Monaco Asset Management SAM 4
Center for Financial Planning, Inc. 4
Regent Peak Wealth Advisors LLC 4
Meridian Wealth Partners, LLC 4
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 4
HighMark Wealth Management LLC 4
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 4
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 4
Zurich Insurance Group Ltd/FI 4
Sycale Advisors (NY) LLC 4
QCVAX - Clearwater Investment Trust - Clearwater International Fund 4
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 4
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 4
Western Asset Premier Bond Fund 4
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 4
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 4
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 4
Ssga Master Trust 4
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 4
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 4
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 4
Avalon Advisors, Llc 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
Royce Micro-cap Trust, Inc /md/ 4
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
Steinberg Global Asset Management 4
GLG Partners LP 4
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 4
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 4
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 4
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 4
Delaware Enhanced Global Dividend & Income Fund 4
Oppenheimer Global Multi Strategies Fund 4
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 4
Delaware Investments Dividend & Income Fund, Inc 4
Cca Investments Trust 4
TradeLink Global Equity LLC 4
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 4
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 4
RBB FUND, INC. - Adara Smaller Companies Fund 4
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 4
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 4
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 4
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 4
Rockbridge Investment Management, LCC 4
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 4
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 4
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 4
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 4
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 4
Psagot Investment House Ltd. 4
Knight Capital Group, Inc. 4
Oppenheimer Quest For Value Funds 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 4
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 4
CQS Cayman LP 4
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 4
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Clark Capital Management Group, Inc. 4
Glg Llc 4
Eaton Vance Short Duration Diversified Income Fund 4
TIG Advisors, LLC 4
Axiom Investment Management LLC 4
Cim Investment Mangement Inc 4
First Trust High Yield Opportunities 2027 Term Fund 4
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
Jackson Creek Investment Advisors LLC 4
Kestra Private Wealth Services, Llc 4
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 4
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 4
Cordant, Inc. 4
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 4
Mycio Wealth Partners, Llc 4
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 4
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 4
Blackrock Floating Rate Income Trust 4
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 4
NorthCoast Asset Management LLC 4
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 4
Myriad Asset Management Ltd. 4
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 4
Sage Mountain Advisors LLC 4
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 4
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 4
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 4
Aaron Wealth Advisors LLC 4
Maryland State Retirement & Pension System 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
Ridgeworth Funds 4
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 4
Franklin Ltd Duration Income Trust 4
Harbor Financial Services, Llc 4
Savant Capital, LLC 4
Fort Washington Investment Advisors Inc /oh/ 4
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
Wealthspring Capital LLC 4
Tradition Wealth Management, LLC 4
Alpha DNA Investment Management LLC 4
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 4
Deprince Race & Zollo Inc 4
Securian Asset Management, Inc 4
Tabor Asset Management, LP 4
Capstone Series Fund Inc 4
Carmichael Hill & Associates, Inc. 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
Squar Milner Financial Services Llc 4
Holistic Financial Partners 4
State Of Michigan Retirement System 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
Ford Financial Group, LLC 4
Earnest Partners Llc 4
Icm Asset Management Inc/wa 4
Bamco Inc /ny/ 4
Systematic Alpha Investments, LLC 4
Parisi Gray Wealth Management 4
Portolan Capital Management, LLC 4
Icon Wealth Partners, LLC 4
Investors Research Corp 4
Guardian Wealth Advisors, LLC 4
Cullen/frost Bankers, Inc. 4
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 4
Nissay Asset Management Corp /japan/ /adv 4
Nantahala Capital Management, LLC 4
Measured Wealth Private Client Group, LLC 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
Delos Wealth Advisors, LLC 4
Eisler Capital (UK) Ltd. 4
Western Asset Diversified Income Fund 4
CenturyLink Investment Management Co 4
Hodges Capital Management Inc. 4
Rpo Llc 4
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 4
Burleson & Company, LLC 4
Herold Advisors, Inc. 4
FourThought Financial, LLC 4
EMG Holdings, L.P. 4
Blackstone / Gso Floating Rate Enhanced Income Fund 4
STFBX - Advisers Investment Trust - State Farm Balanced Fund 4
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 4
Elo Mutual Pension Insurance Co 4
Foundry Partners, LLC 4
Wealth Enhancement Advisory Services, Llc 4
EAM Global Investors LLC 4
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 4
Widmann Financial Services, Inc. 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 4
Truvestments Capital Llc 4
Ameritas Advisory Services, LLC 4
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 4
Fisher Asset Management, LLC 4
Dalton Greiner Hartman Maher & Co 4
Boulder Hill Capital Management Lp 4
Evolution Wealth Advisors, LLC 4
Financial Connections Group, Inc. 4
Operose Advisors LLC 4
Adirondack Trust Co 4
Cary Street Partner Investment Advisory Llc 4
Cornercap Investment Counsel Inc 4
Heartland Advisors Inc 4
Pine River Capital Management L.P. 4
Corton Capital Inc. 4
FinTrust Capital Advisors, LLC 4
Smallcap World Fund Inc 4
HB Wealth Management, LLC 4
Duality Advisers, Lp 4
Hollencrest Capital Management 4
Tremblant Capital Group 4
Kistler-Tiffany Companies, LLC 4
Avantax Advisory Services, Inc. 4
Innealta Capital, Llc 4
PRW Wealth Management LLC 4
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4
Toth Financial Advisory Corp 4
TrimTabs Asset Management, LLC 4
Quent Capital, LLC 4
Nuveen Multi-Asset Income Fund 4
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 4
Act Ii Management, Lp 4
Baker Avenue Asset Management, LP 4
City State Bank 4
Gulf International Bank (UK) Ltd 4
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 4
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 4
Householder Group Estate & Retirement Specialist, LLC 4
Wealthfront Advisers Llc 4
Wealthbridge Capital Management, Llc 4
Aspire Private Capital, LLC 4
GFS Advisors, LLC 4
Mid Atlantic Financial Management Inc/adv 4
Executive Wealth Management, LLC 4
Cohanzick Management, Llc 4
Kore Private Wealth LLC 4
XHYC - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 4
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 4
DAACX - Adviser Managed Trust - Diversified Equity Fund 4
Prestige Wealth Management Group LLC 4
Heritage Financial Services, LLC 4
Joseph P. Lucia & Associates, LLC 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4
CTC Alternative Strategies, Ltd. 4
Comerica Securities,inc. 4
South Georgia Capital, Llc 4
Next Financial Holdings 4
Vestmark Advisory Solutions, Inc. 4
Kim, Llc 4
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 4
ICA Group Wealth Management, LLC 4
Alexandria Capital, LLC 4
Stonehage Fleming Financial Services Holdings Ltd 4
Ironwood Financial, llc 4
American National Insurance Co /tx/ 4
Teilinger Capital Ltd. 4
Campbell Multi-strategy Trust 4
Gladius Capital Management LP 4
Stephens Consulting, LLC 4
Winfield Associates, Inc. 4
Redwood Wealth Management Group, LLC 4
UMA Financial Services, Inc. 4
Arrow Financial Corp 4
Flow State Investments, L.P. 4
Burney Co/ 4
Ninety One UK Ltd 4
Inceptionr Llc 4
Sherbrooke Park Advisers Llc 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 4
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 4
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4
Putnam ETF Trust - Putnam ESG High Yield ETF - 4
Putnam ETF Trust - Putnam ESG Core Bond ETF - 4
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 4
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
Jnl Series Trust - Jnl/crescent High Income Fund (a) 4
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
Macroview Investment Management Llc 4
Frontier Capital Management Co Llc 4
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 4
Capital One, National Association 4
Formidable Asset Management, LLC 4
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
Wedbush Securities Inc 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 4
Advanced Series Trust - Ast Small-cap Growth Portfolio 4
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 4
BlackRock ETF Trust II - BlackRock Flexible Income ETF 4
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 4
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 4
Koch Industries Inc 4
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 4
Oakworth Capital, Inc. 4
Fortitude Family Office, LLC 4
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 4
AlphaOne Investment Services, LLC 4
RWC Asset Management LLP 4
Banque Pictet & Cie Sa 4
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 4
Alydar Partners Llc 4
CR Intrinsic Investors, LLC 4
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 4
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 4
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 4
Scientech Research LLC 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 4
Old West Investment Management, LLC 4
Piermont Capital Management LLC 4
Colony Group, LLC 4
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 4
Freestone Capital Holdings, LLC 4
Apriem Advisors 4
Gupta Wealth Management LLC 4
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 4
Kornitzer Capital Management Inc /ks 4
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 4
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 4
Capital Analysts, Inc. 4
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4
Wbi Investments, Inc. 4
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 4
Glen Eagle Advisors, LLC 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
D'Orazio & Associates, Inc. 4
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 4
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 4
Td Private Client Wealth Llc 4
Wealthfront Inc 4
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 4
Melvin Capital Management LP 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 4
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Jump Trading, LLC 4
V Wealth Advisors LLC 4
Gerstein Fisher 4
Catalyst Funds Management Pty Ltd 4
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 4
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 4
Ramsey Quantitative Systems 4
Pitcairn Co 4
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 4
Springhouse Capital Management, LP 4
New York Life Investment Management Llc 4
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 4
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 4
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
BRACX - Blackrock Allocation Target Shares - Bats Series C 4
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 4
Blackstone Group Inc 4
Rialto Wealth Management, LLC 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
Epoch Investment Partners, Inc. 4
Parkworth Wealth Management, Inc. 4
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 4
Jain Global LLC 4
Polymer Capital Management (US) LLC 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
Advisors Capital Management, LLC 4
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 4
Independence Capital Asset Partners, LLC 4
Cantor Fitzgerald, L. P. 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 4
Banque Transatlantique SA 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Cooper Creek Partners Management Llc 4
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 4
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 4
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 4
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4
Graticule Asia Macro Advisors LLC 4
Oldfield Partners LLP 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
Dana Investment Advisors, Inc. 4
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
Stephens Investment Management Group LLC 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Shelton Capital Management 4
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 4
Invictus RG 4
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
Bloom Tree Partners, Llc 4
Jabre Capital Partners S.A. 4
Fort, L.p. 4
Polar Capital LLP 4
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 4
Fieldpoint Private Securities, LLC 3
Triumph Capital Management 3
Turner Investments, L.p. 3
Achmea Investment Management B.V. 3
Equitable Holdings, Inc. 3
DSAM Partners (London) Ltd 3
FrontFour Capital Group LLC 3
Rothschild Investment Corp /il 3
Pfs Investments Inc. 3
Hennessy Advisors Inc 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 3
Harbor Investment Advisory, Llc 3
Steamboat Capital Partners, LLC 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
Relyea Zuckerberg Hanson LLC 3
AlphaMark Advisors, LLC 3
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 3
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 3
Aries Wealth Management 3
King Luther Capital Management Corp 3
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 3
Arlington Partners LLC 3
Horizon Investments, LLC 3
Polaris Wealth Advisory Group, LLC 3
Quest Partners LLC 3
Adirondack Retirement Specialists, Inc. 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
CCON - Direxion Shares ETF Trust - Direxion Connected Consumer ETF 3
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 3
Hood River Capital Management LLC 3
Cannell Capital Llc 3
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 3
Skopos Labs, Inc. 3
Corvex Management LP 3
Hoey Investments, Inc 3
AIA Group Ltd 3
CAPROCK Group, Inc. 3
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 3
VHYLX - VALIC Co I - High Yield Bond Fund 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 3
Golden State Wealth Management, LLC 3
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
Espalier Global Management LLC 3
Vectors Research Management, LLC 3
Virginia National Bank 3
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 3
Miracle Mile Advisors, LLC 3
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 3
Pimco High Income Fund 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 3
Transamerica Financial Advisors, Inc. 3
Harwood Advisory Group, LLC 3
PrairieView Partners, LLC 3
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 3
Keeley Asset Management Corp 3
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 3
Pembroke Management, LTD 3
Wasatch Advisors Inc 3
McMahon Financial Advisors, LLC 3
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 3
Leisure Capital Management 3
Kingdon Capital Management, L.l.c. 3
Botty Investors LLC 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
Fort Baker Capital Management LP 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
Nuveen High Income November 2021 Target Term Fund 3
PointState Capital LP 3
Bartlett & Co. Wealth Management Llc 3
Liberty Mutual Group Asset Management Inc. 3
Peregrine Asset Advisers, Inc. 3
Marsico Capital Management Llc 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
Masso Torrence Wealth Management Inc. 3
Bbva Usa 3
Community Bank, N.A. 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 3
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 3
Polymer Capital Management (HK) LTD 3
PIMCO FUNDS - PIMCO Sector Fund Series - I 3
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 3
Webster Bank, N. A. 3
Hatteras Funds, LLC 3
Legato Capital Management LLC 3
AMG Funds LLC 3
Amica Mutual Insurance Co 3
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 3
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
Kiwi Wealth Investments Limited Partnership 3
Coston, McIsaac & Partners 3
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 3
Telluride Asset Management LLC 3
Griffin Asset Management, Inc. 3
Wesbanco Bank Inc 3
M&g Investment Management Ltd 3
TPG Group Holdings (SBS) Advisors, Inc. 3
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 3
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
Ibex Investors LLC 3
Planning Capital Management Corp 3
Nachman Norwood & Parrott, Inc 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
Wealthsource Partners, Llc 3
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
Altus Wealth Group LLC 3
Cyrus Capital Partners, L.p. 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 3
Bristol John W & Co Inc /ny/ 3
American National Registered Investment Advisor, Inc. 3
Telemus Capital, Llc 3
Hotchkis & Wiley Capital Management Llc 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
One Wealth Advisors, LLC 3
Lorber David A 3
Artal Group S.A. 3
Grassi Investment Management 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
Jump Trading, Llc 3
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 3
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 3
nVerses Capital, LLC 3
Citizens Business Bank 3
Cranbrook Wealth Management, LLC 3
Manning & Napier Advisors Llc 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
Exos TFP Holdings LLC 3
Brewin Dolphin Wealth Management Ltd 3
Advisor Partners Ii, Llc 3
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 3
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 3
Halcyon Offshore Asset Management Llc 3
Shamrock Asset Management LLC 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
Colonial Trust Co / SC 3
IPG Investment Advisors LLC 3
Oxbow Advisors, LLC 3
Balasa Dinverno & Foltz Llc 3
Sea Otter Advisors LLC 3
Hayden Royal, Llc 3
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 3
BW Gestao de Investimentos Ltda. 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
Zazove Associates Llc 3
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 3
Colonial Trust Advisors 3
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 3
Tibra Equities Europe Ltd 3
Jat Capital Management, L.p. 3
Keystone Financial Group 3
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 3
Sona Asset Management (us) Llc 3
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
CenterBook Partners LP 3
Emory University 3
MCF Advisors LLC 3
Trellus Management Company, LLC 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
Caldwell Securities, Inc 3
Kovitz Investment Group Partners, LLC 3
Berylson Capital Partners, Llc 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
Fortress Investment Group LLC 3
Perigon Wealth Management, LLC 3
Allred Capital Management, LLC 3
Pinnacle Financial Partners Inc 3
Kelly Lawrence W & Associates Inc/ca 3
Marex Group plc 3
Spectrum Management Group, LLC 3
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
Quest Investment Management Llc 3
Mariner Wealth Advisors-NYC, LLC 3
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
Palmer Square Opportunistic Income Fund 3
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 3
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 3
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 3
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 3
Roosevelt Investment Group Llc 3
Fishman Jay A Ltd/mi 3
Cove Street Capital, LLC 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 3
Bowling Portfolio Management LLC 3
Cutter & CO Brokerage, Inc. 3
Financial Synergies Wealth Advisors, Inc. 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
Kingsview Wealth Management, LLC 3
Silver Rock Financial LP 3
Contravisory Investment Management, Inc. 3
PHH Investments, Ltd. 3
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 3
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 3
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 3
Motley Fool Asset Management LLC 3
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 3
Childress Capital Advisors, Llc 3
Standard Life Aberdeen plc 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
Artemis Investment Management LLP 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 3
Triad Wealth Partners, LLC 3
Thornburg Investment Management Inc 3
Wilmington Trust Co 3
Cookson Peirce & Co Inc 3
BerganKDV Wealth Management, LLC 3
Fic Capital Inc 3
New Millennium Group LLC 3
Union Square Park Capital Management, LLC 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
City National Bank 3
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 3
Bridges Investment Management Inc 3
Capricorn Fund Managers Ltd 3
Central Pacific Bank - Trust Division 3
Wiley Bros.-aintree Capital, Llc 3
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 3
Samlyn Capital, Llc 3
One68 Global Capital, LLC 3
Round Table Services, LLC 3
Oppenheimer Variable Account Funds 3
Perkins Coie Trust Co 3
IFM Investors Pty Ltd 3
RE Dickinson Investment Advisors, LLC 3
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 3
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 3
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 3
VitalStone Financial, LLC 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
Activest Wealth Management 3
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 3
Polar Capital Holdings Plc 3
Napier Park Global Capital (US) LP 3
Financial Avengers, Inc. 3
Gierl Augustine Investment Management Inc 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
Cypress Capital Management LLC (WY) 3
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 3
NorthRock Partners, LLC 3
Beck Bode, LLC 3
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 3
New England Capital Financial Advisors LLC 3
Boston Private Bank & Trust Co 3
Alaska Permanent Fund Corp 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
Sender Co & Partners, Inc. 3
POM Investment Strategies, LLC 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
Redwood Investment Management, Llc 3
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 3
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 3
Howard Hughes Medical Institute 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
Richard W. Paul & Associates, LLC 3
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 3
Global Financial Private Client, LLC 3
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 3
Acap Strategic Fund 3
Forum Funds 3
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 3
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 3
William Blair Investment Management, Llc 3
Wall Street Associates 3
Mv Capital Management, Inc. 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 3
Montag A & Associates Inc 3
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 3
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 3
Park Avenue Securities Llc 3
Granahan Investment Management Inc/ma 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
Tcs Capital Management Llc 3
Cqs (us), Llc 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 3
McGlone Suttner Wealth Management, Inc. 3
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 3
Jag Capital Management, Llc 3
Johnson Investment Counsel Inc 3
Qsemble Capital Management, LP 3
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
AM Squared Ltd 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 3
Koesten, Hirschmann & Crabtree, INC. 3
Chicago Capital Management, LLC 3
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 3
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 3
Markston International Llc 3
Silver Capital Management Llc 3
Delphia (USA) Inc. 3
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 3
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 3
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
World Equity Group, Inc. 3
CastleKnight Management LP 3
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 3
Marino, Stram & Associates Llc 3
black-and-white Capital LP 3
Community Capital Management, Inc. 3
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 3
Sargent Investment Group, LLC 3
Crescent Park Management, L.P. 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
Riverview Trust Co 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
Level Four Advisory Services, Llc 3
American Financial Network Advisory Services Llc 3
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 3
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 3
Dorsal Capital Management, LLC 3
Miura Global Management, LLC 3
Covalent Partners LLC 3
Tilia Fiduciary Partners, Inc. 3
Sumitomo Mitsui Trust Holdings, Inc. 3
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 3
Abound Wealth Management 3
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 3
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 3
Advisory Alpha, LLC 3
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
Woodward Diversified Capital, Llc 3
Foresters Investment Management Company, Inc. 3
Polygon Management Ltd. 3
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 3
Gabelli Convertible & Income Securities Fund Inc 3
Amerivest Investment Management LLC 3
AllSquare Wealth Management LLC 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
Perella Weinberg Partners Capital Management LP 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 3
Contrarius Investment Management Ltd 3
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 3
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 3
Trust Department Mb Financial Bank N A 3
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 3
LifePlan Financial Group, Inc 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 3
Aptus Capital Advisors, LLC 3
Bristol Advisors, LLC 3
Cypress Funds Llc 3
Parkwood LLC 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
Hook Mill Capital Partners, LP 3
Spears Abacus Advisors LLC 3
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
First Eagle Investment Management, LLC 3
WESPAC Advisors SoCal, LLC 3
Livingston Group Asset Management CO (operating as Southport Capital Management) 3
Destination Wealth Management 3
Cornerstone Advisory, LLC 3
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 3
Pier Capital, LLC 3
Pasadena Private Wealth, LLC 3
Mayflower Financial Advisors, LLC 3
Greenland Capital Management LP 3
HPS Investment Partners, LLC 3
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 3
LGT Financial Advisors LLC 3
Strategic Investment Solutions, Inc. /IL 3
Marianas Fund Management Llc 3
Clearline Capital LP 3
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 3
Clean Yield Group 3
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 3
Seaport Global Asset Management Llc 3
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 3
Townsquare Capital Llc 3
Terrapin Asset Management, LLC 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
GFG Capital, LLC 3
Elk Creek Partners, LLC 3
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 3
JBF Capital, Inc. 3
TRUE Private Wealth Advisors 3
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 3
M&r Capital Management Inc 3
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 3
Sit Investment Associates Inc 3
Payden & Rygel 3
Zullo Investment Group, Inc. 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 3
Ulland Investment Advisors, LLC 3
First City Capital Management, Inc. 3
Partnervest Advisory Services LLC 3
Grove Bank & Trust 3
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 3
Ada Investment Management, LP 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
Gabelli Global Small & Mid Cap Value Trust 3
Apollon Wealth Management, LLC 3
Atlas Capital Advisors Llc 3
Relative Value Fund 3
Emerald Investment Partners, Llc 3
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
Bahl & Gaynor Inc 3
Rainier Investment Management Llc 3
Rinkey Investments 3
Northwestern Mutual Investment Services Llc 3
Congress Park Capital LLC 3
SRS Investment Management, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 3
Schnieders Capital Management Llc 3
Banco Santander, S.A. 3
S&co Inc 3
Aster Capital Management (DIFC) Ltd 3
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 3
Rheos Capital Works Inc. 3
Mountain Capital Investment Advisors, Inc 3
Stonebridge Capital Advisors LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
Fondren Management LP 3
Clear Street Derivatives LLC 3
Kwmg, Llc 3
EULAV Asset Management 3
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 3
F3Logic, LLC 3
Legacy Investment Solutions, LLC 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
Honeywell International Inc 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
Legacy Wealth Managment, LLC/ID 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
Huber Capital Management LLC 3
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 3
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 3
Thoroughbred Financial Services, Llc 3
RPG Investment Advisory, LLC 3
Fullerton Fund Management Co Ltd 3
Tyler-Stone Wealth Management 3
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 3
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 3
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 3
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 3
Capstone Financial Advisors, Inc. 3
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 3
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 3
NatWest Group plc 3
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 3
PharVision Advisers, LLC 3
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 3
Capital Bank & Trust Co 3
Magnus Financial Group LLC 3
Bow Street, Llc 3
Private Ocean, LLC 3
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 3
Jet Capital Investors L P 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
Cannell Peter B & Co Inc 3
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 3
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 3
Thomas White International Ltd 3
Rise Advisors, LLC 3
Axiom International Investors Llc /de 3
Alpine Associates Management Inc. 3
Opera Trading Capital 3
Mizuho Trust & Banking Co., Ltd. 3
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 3
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 3
Granite Investment Partners, LLC 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
New Amsterdam Partners Llc/ny 3
Fulton Bank, N.a. 3
Orrstown Financial Services Inc 3
Leavell Investment Management, Inc. 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
CT Financial Advisors LLC 3
Winton Diversified Opportunities Fund 3
Castleview Partners, Llc 3
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 3
Arcus Capital Partners, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
Williams Jones & Associates LLC 3
Acuitas Investments, LLC 3
Semmax Financial Advisors Inc. 3
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 3
RPg Family Wealth Advisory, LLC 3
Decker Retirement Planning Inc. 3
Abundance Wealth Counselors 3
Hirtle Callaghan & Co LLC 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 3
Ferris Capital, Llc 3
CapWealth Advisors, LLC 3
Nut Tree Capital Management, LP 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
STXK - EA Series Trust - Strive Small-Cap ETF 3
Cortina Asset Management, LLC 3
Dubuque Bank & Trust Co 3
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 3
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 3
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 3
Authentikos Wealth Advisory, LLC 3
Ardevora Asset Management LLP 3
Andor Capital Management, L.l.c. 3
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 3
MOGLX - Gabelli Innovations Trust - Gabelli Media Mogul Fund 3
Buckingham Strategic Wealth, Llc 3
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 3
Old Point Trust & Financial Services N A 3
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 3
Bay Harbor Wealth Management, LLC 3
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 3
Total Investment Management Inc 3
Hall Laurie J Trustee 3
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
Andra AP-fonden 3
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 3
Duquesne Family Office LLC 3
Solus Alternative Asset Management LP 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 3
Raab & Moskowitz Asset Management LLC 3
Alera Investment Advisors, LLC 3
Gardner Lewis Asset Management L P 3
Bluestein R H & Co 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 3
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 3
Tokio Marine Asset Management Co Ltd 3
Ksa Capital Management, Llc 3
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 3
American National Bank 3
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
New Mexico Educational Retirement Board 3
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 3
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 3
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 3
Kings Point Capital Management 3
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 3
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 3
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 3
Syntal Capital Partners, LLC 3
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 3
Meru Capital Group, LP 3
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 3
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 3
Sierra Ocean, Llc 3
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 3
Amica Retiree Medical Trust 3
North Fourth Asset Management, LP 3
Psagot Value Holdings Ltd. / (Israel) 3
Vantage Financial Partners, LLC 3
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 3
Hitchwood Capital Management LP 3
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 3
Palo Capital, Inc. 3
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 3
Pandora Wealth, Inc. 3
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
Monashee Investment Management LLC 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
Berkshire Capital Holdings Inc 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
Junto Capital Management LP 3
Amica Pension Fund Board Of Trustees 3
Overland Advisors, LLC 3
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 3
Shapiro Robert N 3
Li Winifred I 3
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 3
Freshford Capital Management, LLC 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
Hemington Wealth Management 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
Vision Financial Markets Llc 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Park Avenue Institutional Advisers LLC 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
Ahrens Investment Partners LLC 3
RQSI Ltd 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
Icon Advisers Inc/co 3
Krilogy Financial LLC 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
Signify Wealth 3
Alphasimplex Group, Llc 3
Bancroft Fund Ltd 3
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 3
Lord Abbett Floating Rate High Income Fund 3
Dialectic Capital Management, Lp 3
Geduld E E 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
Marathon Partners Equity Management, LLC 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
Orbitronix, LP 3
Chartwell Investment Partners/pa 3
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 3
Mascagni Wealth Management, Inc. 3
Old National Bancorp /in/ 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
Wrapmanager Inc 3
Cruiser Capital Advisors, Llc 3
Financial & Investment Management Group Ltd 3
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 3
Lourd Capital, LLC 3
Actinver Wealth Management, Inc. 3
Meridian Wealth Management, LLC 3
Rocky Mountain Advisers, Llc 3
Kynikos Associates LP 3
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 3
Tobam 3
G2 Investment Partners Management LLC 3
Cordasco Financial Network 3
Sand Grove Capital Management LLP 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
General American Investors Co Inc 3
Eubel Brady & Suttman Asset Management Inc 3
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 3
Regal Investment Advisors LLC 3
Bank Julius Baer & Co. Ltd, Zurich 3
Sprott Inc. 3
Transamerica Partners Funds Group 3
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 3
Tech Square Trading Lp 3
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 3
Phoenix Holdings Ltd. 3
Symmetry Partners, LLC 3
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 3
Ghisallo Capital Management LLC 3
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
Sawgrass Asset Management Llc 3
Integrated Wealth Concepts LLC 3
Atalaya Capital Management LP 3
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 3
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 3
Sig Brokerage, Lp 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 3
Financial Advisors Network, Inc. 3
Peconic Partners Llc 3
Transamerica Partners Funds Group Ii 3
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 3
MBEQX - M FUND INC - M International Equity Fund 3
Tiger Global Management Llc 3
Nuveen Core Equity Alpha Fund 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
Falcon Edge Capital, LP 3
Transamerica Partners Portfolios 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
EA Series Trust 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
Nemes Rush Group LLC 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 3
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 3
National Pension Service 3
Strategic Blueprint, LLC 3
O'Neil Global Advisors, Inc. 3
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 3
Discovery Capital Management, Llc / Ct 3
Albion Financial Group /ut 3
Gerry Farber, LLC 3
Private Management Group Inc 3
Snow Capital Management Lp 3
Intercontinental Wealth Advisors, LLC 3
New World Advisors LLC 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 3
Absolute Return Capital, LLC 3
Santa Fe Partners LLC 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 3
Gateway Investment Advisers Llc 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
Miles Capital, Inc. 3
Walker Asset Management, LLC 3
MERVX - MERGER FUND VL - The Merger Fund VL 3
Amtrust Financial Services, Inc. 3
MBOVX - M FUND INC - M Large Cap Value Fund 3
Truewealth Llc 3
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 3
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 3
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 3
Merit Financial Group, LLC 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
Corbenic Partners LLC 3
Trust For Advisor Solutions 3
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 3
Traynor Capital Management, Inc. 3
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 3
Western Asset Corporate Loan Fund Inc. 3
Archford Capital Strategies, LLC 3
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 3
Apollo Tactical Income Fund Inc. 3
Aristides Capital LLC 3
Royce Value Trust Inc 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 3
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 3
Tectonic Advisors Llc 3
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 3
Malaga Cove Capital, LLC 3
TimesSquare Capital Management, LLC 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
New Mountain Vantage Advisers, L.l.c. 3
Danda Trouve Investment Management, Inc. 3
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 3
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 3
Novare Capital Management Llc 3
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 3
Perennial Advisors, LLC 3
Hunting Hill Global Capital, LLC 3
Kiley Juergens Wealth Management, Llc 3
Zions Bancorporation 3
Quantum Capital Management 3
Total Clarity Wealth Management, Inc. 3
Texas Yale Capital Corp. 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
Criterion Capital Management Llc 3
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
Resona Asset Management Co.,Ltd. 3
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 3
Central Bank & Trust Co 3
Halpern Financial, Inc. 3
PUTNAM FUNDS TRUST - Putnam Ultra Short MAC Series - 3
Zeno Research, LLC 3
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 3
Tompkins Financial Corp 3
ZVGNX - Trust for Advised Portfolios - Zevenbergen Genea Fund Investor Class 3
Providence Capital Advisors, LLC 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 3
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 3
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 3
Cornerstone Investment Partners, LLC 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 3
Bank Of Nova Scotia Trust Co 3
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 3
Pimco Global Stocksplus & Income Fund 3
Savior LLC 3
Quest Capital Management Inc /adv 3
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
Grimes & Company, Inc. 3
Manchester Financial Inc 3
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 3
Capital Asset Advisory Services LLC 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
MANA Advisors LLC 3
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 3
Tiger Management L.l.c. 3
M Holdings Securities, Inc. 3
Atwood & Palmer Inc 3
Hazlett, Burt & Watson, Inc. 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
Tiedemann Advisors, Llc 3
Wittenberg Investment Management, Inc. 3
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 3
Jnl Strategic Income Fund Llc 3
Ratan Capital Management LP 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 3
Nwam Llc 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
Greenwood Capital Associates Llc 3
Oppenheimer Global High Yield Fund 3
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 3
Zimmer Partners, LP 3
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 3
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 3
United Maritime Capital Llc 3
Nbc Securities, Inc. 3
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 3
Kcl Capital, L.p. 3
Archer Investment Corp 3
CSat Investment Advisory, L.P. 3
Tcwp Llc 3
WealthTrust Axiom LLC 3
ZSRIX - Northern Lights Fund Trust - Zeo Sustainable Credit Fund Class I 3
ZEOIX - Northern Lights Fund Trust - Zeo Short Duration Income Fund Class I 3
Green Square Capital Advisors Llc 3
Tuscan Ridge Asset Management Llc 3
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 3
D1 Capital Partners L.P. 3
Ellsworth Growth & Income Fund Ltd 3
BFOR - ALPS ETF Trust - Barron's 400 ETF 3
Brighton Jones Llc 3
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 3
Jericho Capital Asset Management L.P. 3
Afton Capital Management Llc 3
Mirabella Financial Services Llp 3
River & Mercantile Asset Management Llp 3
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 3
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 3
IWFH - iSHARES TRUST - iShares Virtual Work and Life Multisector ETF 3
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 3
Gofen & Glossberg Llc /il/ 3
Rubric Capital Management LP 3
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 3
Samalin Investment Counsel, LLC 3
TD Capital Management LLC 3
Perennial Investment Advisors, LLC 3
Chiron Investment Management, LLC 3
Searle & Co. 3
Beacon Capital Management, LLC 3
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 3
First Command Financial Services, Inc. 3
Jaffetilchin Investment Partners, LLC 3
Raymond James Trust N.a. 3
Red Door Wealth Management, LLC 3
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 3
First Command Bank 3
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
Bard Associates Inc 3
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 3
Cribstone Capital Management, LLC 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
Simcoe Capital Management, LLC 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
Simon Quick Advisors, Llc 3
SFYF - Tidal ETF Trust - SoFi 50 ETF 3
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 3
Baader Bank INC 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
Pacific Capital Wealth Advisors, Inc 3
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 3
KLCM Advisors, Inc. 3
Beaird Harris Wealth Management, LLC 3
Carolinas Wealth Consulting Llc 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 3
Advisory Research Inc 3
First Bank & Trust 3
Pittenger & Anderson Inc 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 3
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 3
Boardman Bay Capital Management Llc 3
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 3
Kessler Investment Group, LLC 3
Hanson & Doremus Investment Management 3
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 3
Harvest Management Llc 3
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 3
Mad River Investors 3
Brave Asset Management Inc 3
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 3
BBVA USA Bancshares, Inc. 3
Invesco Dynamic Credit Opportunity Fund 3
Piershale Financial Group, Inc. 3
Ethic Inc. 3
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 3
SummitTX Capital, L.P. 3
American Funds Insurance Series 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
ProVise Management Group, LLC 3
RGT Wealth Advisors, LLC 3
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
Investment Counsel Co Of Nevada 3
Blue Clay Capital Management, LLC 3
N.E.W. Advisory Services LLC 3
Cornerstone Wealth Management, LLC 3
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 3
Opal Wealth Advisors, LLC 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
Pinkerton Retirement Specialists, LLC 3
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF 3
Northern Oak Wealth Management Inc 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
Blackrock Master Llc 3
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 3
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 3
Pvg Asset Management Corp 3
Glaxis Capital Management, LLC 3
Six Circles Trust - Six Circles Global Bond Fund 3
HFM Investment Advisors, LLC 3
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 3
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 3
Centric Wealth Management 3
First Dallas Securities Inc. 3
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 3
Iridian Asset Management Llc/ct 3
Light Street Capital Management, Llc 3
Safeguard Investment Advisory Group, LLC 3
Lebenthal Holdings,LLC 3
Rockefeller Financial Services Inc 3
Ovata Capital Management Ltd 3
Nuveen Diversified Dividend & Income Fund 3
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 3
Capital Wealth Alliance, LLC 3
Atlantic Trust, LLC 3
Caxton Associates Llp 3
Kathmere Capital Management, LLC 3
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3
Ibex Wealth Advisors 3
Spring Creek Capital Llc 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
Machina Capital S.a.s. 3
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 3
Philadelphia Trust Co 3
Pcm Fund, Inc. 3
Bel Air Investment Advisors Llc 3
Fs Multi-alternative Income Fund 3
Foundations Investment Advisors, LLC 3
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 3
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 3
Passport Capital, LLC 3
Ulysses Management LLC 3
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 3
Greenleaf Trust 3
Kowal Investment Group, LLC 3
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 3
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 3
IAG Wealth Partners, LLC 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 3
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 3
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 3
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 3
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 3
Kovack Advisors, Inc. 3
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 3
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 3
Monarch Partners Asset Management LLC 3
Alpine Woods Capital Investors, Llc 3
PSI Advisors, LLC 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 3
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 3
Prentice Capital Management, LP 3
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 3
Longitude (Cayman) Ltd. 3
Quad Capital Management Advisors LLC 3
Moser Wealth Advisors, LLC 3
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 3
IFC Holdings Incorporated/FL 3
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 3
Cumberland Partners Ltd 3
Retirement Group, LLC 3
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 3
Blue Sky Asset Management, LLC 3
Segment Wealth Management, LLC 3
Pioneer Diversified High Income Trust 3
Oberweis Asset Management Inc/ 3
Waldron Private Wealth LLC 3
Global Thematic Partners, LLC 3
DiNuzzo Private Wealth, Inc. 3
Sageworth Trust Co of South Dakota 3
Bronson Point Management LLC 3
Agf Management Ltd 3
AJOVista, LLC 3
Keebeck Alpha, LP 3
DC Investments Management, LLC 3
RVW Wealth, LLC 3