Prepackaged Software - 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. 536
UBS Group AG 503
Morgan Stanley 503
Citadel Advisors Llc 496
Bank Of America Corp /de/ 493
Millennium Management Llc 467
Susquehanna International Group, Llp 466
Jpmorgan Chase & Co 460
Goldman Sachs Group Inc 442
Citigroup Inc 442
Royal Bank Of Canada 442
Wells Fargo & Company/mn 431
Barclays Plc 427
Jane Street Group, Llc 426
BlackRock, Inc. 425
Deutsche Bank Ag\ 414
Tower Research Capital LLC (TRC) 398
D. E. Shaw & Co., Inc. 390
Fmr Llc 386
State Street Corp 381
Credit Suisse Ag/ 379
Bank of New York Mellon Corp 369
Geode Capital Management, Llc 369
Bnp Paribas Arbitrage, Sa 363
Invesco Ltd. 354
Bank Of Montreal /can/ 346
Wolverine Asset Management Llc 342
Walleye Capital LLC 338
Ameriprise Financial Inc 336
Advisor Group Holdings, Inc. 335
Vanguard Group Inc 334
Verition Fund Management LLC 334
Marshall Wace, Llp 333
Nomura Holdings Inc 327
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 326
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 326
SG Americas Securities, LLC 324
Northern Trust Corp 323
Renaissance Technologies Llc 321
Walleye Trading LLC 321
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 321
Two Sigma Investments, Lp 317
Virtu Financial LLC 315
Hrt Financial Lp 314
Boothbay Fund Management, Llc 312
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 309
Prelude Capital Management, Llc 309
New York State Common Retirement Fund 307
Simplex Trading, Llc 305
Manufacturers Life Insurance Company, The 302
Lazard Asset Management Llc 301
Group One Trading, L.p. 301
Jefferies Group LLC 299
Pnc Financial Services Group, Inc. 298
Russell Investments Group, Ltd. 296
Balyasny Asset Management Llc 294
Cubist Systematic Strategies, LLC 280
Nuveen Asset Management, LLC 279
Voya Investment Management Llc 279
Ubs Asset Management Americas Inc 277
Alliancebernstein L.p. 277
Rhumbline Advisers 276
Charles Schwab Investment Management Inc 273
Wellington Management Group Llp 272
Schonfeld Strategic Advisors LLC 271
Paloma Partners Management Co 271
IFP Advisors, Inc 271
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 271
Squarepoint Ops LLC 268
Sei Investments Co 267
Legal & General Group Plc 267
Man Group plc 266
Allianz Asset Management GmbH 263
Magnetar Financial LLC 263
Cutler Group LP 262
Us Bancorp \de\ 262
Two Sigma Advisers, Lp 261
California State Teachers Retirement System 259
Wolverine Trading, Llc 259
Cnh Partners Llc 259
Zurcher Kantonalbank (Zurich Cantonalbank) 258
American International Group, Inc. 258
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 258
Qube Research & Technologies Ltd 257
Gsa Capital Partners Llp 256
Dimensional Fund Advisors Lp 255
Northwestern Mutual Wealth Management Co 252
Price T Rowe Associates Inc /md/ 251
Parallax Volatility Advisers, L.P. 250
Toronto Dominion Bank 250
Calamos Advisors LLC 250
Polar Asset Management Partners Inc. 249
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 249
Macquarie Group Ltd 248
Federation des caisses Desjardins du Quebec 247
Point72 Asset Management, L.P. 247
Federated Hermes, Inc. 247
Franklin Resources Inc 247
Arrowstreet Capital, Limited Partnership 245
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 244
Creative Planning 243
Panagora Asset Management Inc 242
Tudor Investment Corp Et Al 241
Aqr Capital Management Llc 241
Centiva Capital, LP 240
Parametric Portfolio Associates Llc 240
Victory Capital Management Inc 237
Quantbot Technologies LP 237
Stifel Financial Corp 237
Engineers Gate Manager LP 236
Hudson Bay Capital Management LP 235
Strs Ohio 235
Css Llc/il 234
Lord, Abbett & Co. Llc 234
Two Sigma Securities, Llc 234
LMR Partners LLP 233
Hsbc Holdings Plc 233
Acadian Asset Management Llc 233
Captrust Financial Advisors 232
XTX Topco Ltd 232
American Century Companies Inc 231
ExodusPoint Capital Management, LP 231
Envestnet Asset Management Inc 231
Raymond James & Associates 231
Capstone Investment Advisors, Llc 230
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 229
PEAK6 Investments LLC 229
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 228
LPL Financial LLC 228
Cwm, Llc 228
Swiss National Bank 227
First Trust Advisors Lp 227
Trexquant Investment LP 226
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 226
Parallel Advisors, LLC 226
California Public Employees Retirement System 226
Metropolitan Life Insurance Co/ny 225
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 224
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 223
Steward Partners Investment Advisory, Llc 222
Janus Henderson Group Plc 222
State Of Wisconsin Investment Board 221
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 220
Putnam Investments Llc 220
Dynamic Technology Lab Private Ltd 219
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 219
PDT Partners, LLC 218
Healthcare Of Ontario Pension Plan Trust Fund 218
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 218
Jump Financial, LLC 217
Norges Bank 217
Principal Financial Group Inc 217
Bessemer Group Inc 217
HighTower Advisors, LLC 216
Teacher Retirement System Of Texas 216
Neuberger Berman Group LLC 216
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 215
Comerica Bank 213
Signaturefd, Llc 213
Hbk Investments L P 213
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 212
Amalgamated Bank 212
Alyeska Investment Group, L.P. 211
Prudential Financial Inc 209
State Board Of Administration Of Florida Retirement System 209
ProShare Advisors LLC 208
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 208
Quadrature Capital Ltd 208
Marshall Wace North America L.P. 207
MetLife Investment Management, LLC 207
Rockefeller Capital Management L.P. 207
Highbridge Capital Management Llc 206
FNY Investment Advisers, LLC 205
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 205
Jefferies Financial Group Inc. 204
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 202
Axa S.a. 202
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 202
Gabelli Funds Llc 202
Public Employees Retirement System Of Ohio 202
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 202
Nisa Investment Advisors, Llc 202
Fifth Third Bancorp 201
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 200
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 200
Quadrant Capital Group Llc 200
Oxford Asset Management Llp 200
Connor, Clark & Lunn Investment Management Ltd. 199
Ameritas Investment Partners, Inc. 199
Huntington National Bank 199
Allworth Financial LP 198
Mirae Asset Global Investments Co., Ltd. 198
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 198
Advisory Services Network, LLC 196
Amundi 196
BlueCrest Capital Management Ltd 196
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 196
Blair William & Co/il 195
Point72 Hong Kong Ltd 195
GWM Advisors LLC 193
Voloridge Investment Management, Llc 192
Penserra Capital Management LLC 192
State of Wyoming 191
OMERS ADMINISTRATION Corp 191
Bayesian Capital Management, LP 191
Laurion Capital Management LP 190
Landscape Capital Management, L.l.c. 190
Allspring Global Investments Holdings, LLC 190
Ancora Advisors, LLC 188
SBI Securities Co., Ltd. 188
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 188
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 188
Raymond James Financial Inc 188
Covestor Ltd 188
EverSource Wealth Advisors, LLC 187
Sterling Capital Management LLC 187
Canada Pension Plan Investment Board 187
Alberta Investment Management Corp 186
Ubs Oconnor Llc 185
Lindbrook Capital, Llc 184
IWV - iSHARES TRUST - iShares Russell 3000 ETF 183
Los Angeles Capital Management Llc 183
Jacobs Levy Equity Management, Inc 183
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 183
Sculptor Capital LP 182
Mackenzie Financial Corp 182
Ergoteles LLC 182
Davidson Kempner Capital Management Lp 182
Alpine Global Management, LLC 182
First Horizon Advisors, Inc. 181
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 181
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 180
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 180
Guggenheim Capital Llc 180
Advisor Group, Inc. 180
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 180
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 179
Truist Financial Corp 179
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 179
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 178
Ladenburg Thalmann Financial Services Inc 178
Natixis 178
Y-Intercept (Hong Kong) Ltd 178
Woodline Partners LP 178
Algert Global Llc 177
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 177
KBC Group NV 177
EAM Investors, LLC 176
Picton Mahoney Asset Management 176
CIBC Private Wealth Group, LLC 175
National Bank Of Canada /fi/ 175
Glenmede Trust Co Na 175
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 175
Parkside Financial Bank & Trust 175
Thrivent Financial For Lutherans 174
TCI Wealth Advisors, Inc. 173
Fox Run Management, L.l.c. 173
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 173
Occudo Quantitative Strategies Lp 173
Commonwealth Equity Services, Llc 172
Global Retirement Partners, LLC 172
Linden Advisors Lp 171
Driehaus Capital Management Llc 171
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 171
Mariner, LLC 171
Arizona State Retirement System 171
Susquehanna Fundamental Investments, Llc 171
Raymond James Financial Services Advisors, Inc. 171
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 169
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 169
Clear Street Markets Llc 169
Caption Management, LLC 169
Dark Forest Capital Management Lp 169
Aigen Investment Management, Lp 169
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 169
Ensign Peak Advisors, Inc 168
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 168
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 168
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 167
Gotham Asset Management, LLC 167
Farther Finance Advisors, LLC 166
GAMMA Investing LLC 166
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 166
Meeder Asset Management Inc 166
Capital Fund Management S.a. 166
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 166
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 166
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 165
Caas Capital Management Lp 165
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 165
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 165
Aquatic Capital Management LLC 165
Pacer Advisors, Inc. 165
O'shaughnessy Asset Management, Llc 165
Great West Life Assurance Co /can/ 164
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 164
Weiss Asset Management LP 164
Dupont Capital Management Corp 164
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 164
Advisors Asset Management, Inc. 164
A.R.T. Advisors, LLC 164
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 164
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 164
BNP Paribas Asset Management Holding S.A. 163
Daiwa Securities Group Inc. 163
Jones Financial Companies Lllp 163
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 162
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 162
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 162
Schroder Investment Management Group 162
Loomis Sayles & Co L P 161
Versant Capital Management, Inc 161
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 161
Ronald Blue Trust, Inc. 161
Assetmark, Inc 160
BlackRock Fund Advisors 160
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 160
Public Employees Retirement Association Of Colorado 160
Glazer Capital, Llc 159
Winton Capital Group Ltd 159
Massmutual Trust Co Fsb/adv 159
Weiss Multi-Strategy Advisers LLC 159
Oppenheimer Asset Management Inc. 158
BlackRock Institutional Trust Company, N.A. 158
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 157
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 157
Mackay Shields Llc 157
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 157
Brown Advisory Inc 157
Quarry LP 157
First Republic Investment Management, Inc. 157
M&t Bank Corp 157
Larson Financial Group LLC 156
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 156
American Portfolios Advisors 156
Royce & Associates Lp 156
HAP Trading, LLC 155
Graham Capital Management, L.P. 155
Campbell & CO Investment Adviser LLC 155
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 155
NEXT Financial Group, Inc 155
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 155
Clearbridge Investments, LLC 155
Harbour Investments, Inc. 155
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 154
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 154
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 154
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 154
State of New Jersey Common Pension Fund D 153
FORA Capital, LLC 153
Handelsbanken Fonder AB 153
Nuveen, LLC 152
Td Asset Management Inc 152
SRS Capital Advisors, Inc. 152
FIL Ltd 151
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 151
Janney Montgomery Scott LLC 151
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 151
Tiaa Cref Investment Management Llc 151
DekaBank Deutsche Girozentrale 151
Fred Alger Management, Llc 151
Credit Agricole S A 151
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 151
Harel Insurance Investments & Financial Services Ltd. 151
K2 Principal Fund, L.p. 150
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 150
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 150
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 150
BlackRock Investment Management, LLC 150
Cambridge Investment Research Advisors, Inc. 149
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 149
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 149
Blueshift Asset Management, LLC 149
Geneos Wealth Management Inc. 149
Glassman Wealth Services 149
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 149
Virginia Retirement Systems Et Al 149
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 149
TENOR CAPITAL MANAGEMENT Co., L.P. 149
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 148
Bell Investment Advisors, Inc 148
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 148
Coldstream Capital Management Inc 148
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 148
Migdal Insurance & Financial Holdings Ltd. 147
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 147
Seven Eight Capital, Lp 147
Hartland & Co., LLC 147
Holocene Advisors, LP 147
Cresset Asset Management, LLC 147
Bank Of Nova Scotia 147
Teachers Advisors, Llc 146
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 146
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 146
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 146
Palisade Capital Management Llc/nj 146
Principal Funds Inc 146
Twinbeech Capital Lp 146
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 146
Police & Firemen's Retirement System of New Jersey 145
Rothschild Investment Llc 145
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 145
Moore Capital Management, Lp 145
Nicholas Investment Partners, LP 145
PEAK6 Investments, L.P. 145
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 145
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 145
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 145
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 145
Ci Investments Inc. 145
Aviva Plc 144
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 144
AdvisorNet Financial, Inc 144
Intech Investment Management Llc 144
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 144
Private Advisor Group, LLC 144
Petrus Trust Company, LTA 144
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 144
Nationwide Fund Advisors 143
Ellevest, Inc. 143
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 143
Ubs Ag 143
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 143
BlackRock Advisors LLC 143
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 143
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 143
Aperio Group, LLC 143
Skandinaviska Enskilda Banken AB (publ) 142
Manchester Capital Management LLC 142
Caitong International Asset Management Co., Ltd 142
D.a. Davidson & Co. 142
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 142
Etf Managers Group, Llc 142
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 142
State of Tennessee, Treasury Department 142
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 142
Thompson Davis & Co., Inc. 142
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 142
Atom Investors LP 141
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 141
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 141
Brown Brothers Harriman & Co 141
Eaton Vance Management 141
Hillsdale Investment Management Inc. 141
Oppenheimer & Co Inc 141
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 140
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 140
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 140
Massachusetts Financial Services Co /ma/ 139
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 139
Lombard Odier Asset Management (USA) Corp 139
Toroso Investments, LLC 139
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 139
Zacks Investment Management 139
Spire Wealth Management 139
International Assets Investment Management, Llc 138
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 138
Benjamin F. Edwards & Company, Inc. 138
Corebridge Financial, Inc. 138
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 138
Edmond De Rothschild Holding S.a. 138
Vanguard Index Funds 138
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 138
Amundi Pioneer Asset Management Inc 137
Old Mission Capital Llc 137
Stephens Inc /ar/ 137
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 137
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 137
Cetera Investment Advisers 137
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 137
Monashee Investment Management LLC 136
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 136
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 136
True Wealth Design, LLC 136
Soros Fund Management Llc 136
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 136
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 136
Sowell Financial Services LLC 136
CIBC Asset Management Inc 136
Vontobel Holding Ltd. 136
Weiss Strategic Interval Fund 136
CoreCap Advisors, LLC 135
Private Trust Co Na 135
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 135
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 135
Quantinno Capital Management LP 135
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 135
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 135
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 135
MAI Capital Management 135
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 135
Exchange Traded Concepts, Llc 135
Cerity Partners LLC 134
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 134
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 134
Versor Investments LP 134
Keebeck Alpha, LP 134
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 134
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 134
Jennison Associates Llc 134
Skopos Labs, Inc. 134
Kcg Holdings, Inc. 134
Nomura Asset Management Co Ltd 134
National Asset Management, Inc. 133
Candriam Luxembourg S.C.A. 133
Gilder Gagnon Howe & Co Llc 133
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 133
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 132
Amalgamated Financial Corp. 132
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 132
Symmetry Peak Management Llc 131
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 131
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 131
Brevan Howard Capital Management LP 131
Gamco Investors, Inc. Et Al 131
Teachers Retirement System Of The State Of Kentucky 131
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 131
Spark Investment Management LLC 130
Adage Capital Partners Gp, L.l.c. 130
Advent Capital Management /de/ 130
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 130
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 130
ClariVest Asset Management LLC 130
Altshuler Shaham Ltd 130
Quantamental Technologies LLC 130
Natixis Advisors, L.p. 130
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 129
Keybank National Association/oh 129
Eagle Asset Management Inc 129
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 129
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 129
Smartleaf Asset Management LLC 129
GABELLI & Co INVESTMENT ADVISERS, INC. 129
Umb Bank N A/mo 128
G2 Investment Partners Management LLC 128
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 128
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 128
Vident Investment Advisory, LLC 128
Berman Capital Advisors, LLC 128
Principal Securities, Inc. 128
Bridgeway Capital Management Inc 128
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 128
Headlands Technologies LLC 128
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 128
Bridgefront Capital, LLC 127
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 127
BlackRock Group LTD 127
Public Sector Pension Investment Board 127
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF 127
Asset Management One Co., Ltd. 127
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 127
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 127
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 127
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 127
Maven Securities LTD 127
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 127
Russell Frank Co/ 127
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 127
Mercer Global Advisors Inc /adv 127
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 127
Private Capital Group, LLC 127
Sciencast Management LP 126
Pictet Asset Management Sa 126
United Services Automobile Association 126
Orion Portfolio Solutions, LLC 126
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 126
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 126
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 126
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 126
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 126
Robeco Institutional Asset Management B.V. 126
NSIDX - Northern Funds - Northern Small Cap Index Fund 126
Pathstone Family Office, Llc 126
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 126
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 126
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 126
First Manhattan Co 126
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 126
Capital Advisors, Ltd. LLC 125
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 125
PineBridge Investments, L.P. 125
Allianzgi Diversified Income & Convertible Fund 125
Vestcor Inc 125
Baird Financial Group, Inc. 125
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 125
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 125
Cibc World Markets Corp 125
Pictet Asset Management Holding SA 125
Ardsley Advisory Partners Lp 124
Pearl River Capital, LLC 124
Pictet Asset Management Ltd 124
IWM - iSHARES TRUST - iShares Russell 2000 ETF 124
Mml Investors Services, Llc 124
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 124
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 124
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 124
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 124
J. Goldman & Co LP 124
Mizuho Securities Usa Llc 124
Quest Partners LLC 123
Assenagon Asset Management S.A. 123
Point72 Middle East FZE 123
Cipher Capital LP 123
Essex Investment Management Co Llc 123
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 123
Castleark Management Llc 123
Profunds - Profund Vp Ultrasmall-cap 123
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 123
First Mercantile Trust Co 123
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 123
Profunds - Profund Vp Small-cap 123
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 123
Rehmann Capital Advisory Group 123
Ieq Capital, Llc 123
Twin Tree Management, LP 123
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 122
Pentwater Capital Management LP 122
Point72 (DIFC) Ltd 122
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 122
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 122
JustInvest LLC 122
Diversified Trust Co 122
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 121
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 121
Atria Investments Llc 121
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 121
Whittier Trust Co 121
First Hawaiian Bank 121
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 121
Alphacrest Capital Management Llc 121
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 121
Valeo Financial Advisors, LLC 121
Macroview Investment Management Llc 121
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 121
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 120
TD Waterhouse Canada Inc. 120
Cetera Advisor Networks LLC 120
NumerixS Investment Technologies Inc 120
Blackstone Group Inc 120
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 120
Newbridge Financial Services Group, Inc. 120
PENN SERIES FUNDS INC - Small Cap Index Fund 120
Aristeia Capital Llc 120
Evoke Wealth, Llc 120
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 120
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 120
Shell Asset Management Co 120
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 120
Compagnie Lombard Odier SCmA 120
CI Private Wealth, LLC 120
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 120
Cowen And Company, Llc 120
SLPIX - Profunds - Small-cap Profund Investor Class 119
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 119
Catalyst Capital Advisors LLC 119
Harvest Fund Management Co., Ltd 119
Capital Performance Advisors Llp 119
EntryPoint Capital, LLC 119
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 119
GAM Holding AG 119
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 119
VCSLX - VALIC Co I - Small Cap Index Fund 119
Wealth Enhancement Advisory Services, Llc 119
Ellington Management Group Llc 119
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 119
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 119
Mutual Of America Capital Management Llc 119
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 119
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 119
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 119
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 118
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 118
Vident Advisory, LLC 118
Nordea Investment Management Ab 118
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 118
Caxton Associates Lp 118
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 118
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 118
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 118
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 118
Ionic Capital Management LLC 118
Stanley-Laman Group, Ltd. 118
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 118
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 117
Belpointe Asset Management LLC 117
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 117
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 117
Arkadios Wealth Advisors 117
Shaolin Capital Management LLC 117
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 117
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 117
1832 Asset Management L.P. 117
SJS Investment Consulting Inc. 117
Ground Swell Capital, LLC 117
Maverick Capital Ltd 117
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 116
Fuller & Thaler Asset Management, Inc. 116
Artisan Partners Limited Partnership 116
Stevens Capital Management Lp 116
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 116
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 116
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 116
Xponance, Inc. 116
Capital Research Global Investors 116
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 116
Gradient Investments LLC 116
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 116
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 115
Stratos Wealth Partners, LTD. 115
Klp Kapitalforvaltning As 115
Kornitzer Capital Management Inc /ks 115
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 115
Banque Cantonale Vaudoise 115
Capital World Investors 115
Prospera Financial Services Inc 114
AMP Capital Investors Ltd 114
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 114
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 114
Hantz Financial Services, Inc. 114
NN Investment Partners Holdings N.V. 114
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 114
AE Wealth Management LLC 114
Boston Private Wealth Llc 113
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 113
Mitsubishi UFJ Trust & Banking Corp 113
Brookfield Asset Management Inc. 113
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 113
Menta Capital Llc 113
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 113
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 113
Harbor Capital Advisors, Inc. 113
Corton Capital Inc. 113
Nebula Research & Development LLC 112
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 112
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 112
Suntrust Banks Inc 112
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 112
Toth Financial Advisory Corp 112
New York Life Investment Management Llc 112
Point72 Asia (Singapore) Pte. Ltd. 112
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 112
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 112
Proficio Capital Partners LLC 112
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 112
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 111
Bamco Inc /ny/ 111
Quent Capital, LLC 111
DRW Securities, LLC 111
Bokf, Na 111
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 111
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 111
Water Island Capital Llc 111
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 111
Pathstone Holdings, LLC 111
Venturi Wealth Management, LLC 111
Jupiter Asset Management Ltd 111
Advisory Research Inc 111
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 111
Sherbrooke Park Advisers Llc 110
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 110
Fortitude Family Office, LLC 110
Mint Tower Capital Management B.V. 110
State Farm Mutual Fund Trust 110
Silvercrest Asset Management Group Llc 110
Snowden Capital Advisors LLC 110
Money Concepts Capital Corp 110
Sumitomo Mitsui Trust Holdings, Inc. 110
Teza Capital Management LLC 110
Sofos Investments, Inc. 110
Whittier Trust Co Of Nevada Inc 109
CenterBook Partners LP 109
State Farm Variable Product Trust 109
Lisanti Capital Growth, LLC 109
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 109
MUFG Americas Holdings Corp 109
Profund Advisors Llc 109
Plante Moran Financial Advisors, LLC 109
Brinker Capital Investments, LLC 109
Vanguard World Fund 109
Standard Life Aberdeen plc 109
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 108
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 108
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 108
Wipfli Financial Advisors Llc, 108
Howe & Rusling Inc 108
Globeflex Capital L P 108
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 108
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 108
Crestline Management, LP 108
Cullen/frost Bankers, Inc. 108
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 108
Fisher Asset Management, LLC 108
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 108
Jfs Wealth Advisors, Llc 108
Oppenheimer Funds Inc 108
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 107
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 107
Carroll Financial Associates, Inc. 107
Synovus Financial Corp 107
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 107
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 107
Summit Trail Advisors, Llc 107
Bogle Investment Management L P /de/ 107
Counterpoint Mutual Funds LLC 107
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 107
Mirabella Financial Services Llp 106
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 106
Baker Avenue Asset Management, LP 106
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 106
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 106
Edgestream Partners, L.P. 106
Universal- Beteiligungs- und Servicegesellschaft mbH 106
Advanced Series Trust - Ast Small-cap Growth Portfolio 105
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 105
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 105
Regions Financial Corp 105
Acrospire Investment Management LLC 105
Caisse De Depot Et Placement Du Quebec 105
CENTRAL TRUST Co 105
Kestra Advisory Services, LLC 105
Element Capital Management Llc 105
Zions Bancorporation, N.A. 104
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 104
Advent Claymore Convertible Securities & Income Fund 104
Diametric Capital, LP 104
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 104
Hexagon Capital Partners LLC 104
CIBC World Markets Inc. 104
Peak6 Llc 104
Pinz Capital Management, LP 104
Emerald Acquisition Ltd. 104
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 104
Polar Capital LLP 104
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 104
FDx Advisors, Inc. 104
Pier Capital, LLC 104
Alps Advisors Inc 104
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 104
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 104
Summit Partners Public Asset Management, Llc 104
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 103
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 103
Oregon Public Employees Retirement Fund 103
Avion Wealth 103
Polar Capital Holdings Plc 103
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 103
Kayne Anderson Rudnick Investment Management Llc 103
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 103
Private Wealth Management Group, LLC 103
SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares 103
IMC-Chicago, LLC 103
Allianzgi Equity & Convertible Income Fund 103
Rafferty Asset Management, LLC 103
Bogart Wealth, LLC 103
Institutional & Family Asset Management, Llc 102
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 102
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 102
Next Century Growth Investors Llc 102
Tocqueville Asset Management L.p. 102
Avantax Advisory Services, Inc. 102
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 102
Meitav Dash Investments Ltd 102
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 102
ArrowMark Colorado Holdings LLC 102
Managed Account Advisors Llc 102
Mount Yale Investment Advisors, LLC 102
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 102
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 102
State of Alaska, Department of Revenue 102
Axq Capital, Lp 101
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 101
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 101
Utah Retirement Systems 101
Westpac Banking Corp 101
Patriot Financial Group Insurance Agency, LLC 101
Weld Capital Management Llc 101
Agf Investments Inc. 101
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 101
Ssi Investment Management Llc 101
Harbor Investment Advisory, Llc 100
FinTrust Capital Advisors, LLC 100
Alpha Paradigm Partners, LLC 100
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 100
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 100
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 100
Cinctive Capital Management LP 100
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 100
IndexIQ Advisors LLC 100
TimesSquare Capital Management, LLC 100
Spot Trading L.L.C 100
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 100
Crossmark Global Holdings, Inc. 100
Sunbelt Securities, Inc. 99
Golden State Wealth Management, LLC 99
MetLife Securities, Inc 99
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 99
QS Investors, LLC 99
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 99
Echo Street Capital Management LLC 99
Periscope Capital Inc. 99
Clear Street Llc 99
Sawtooth Solutions, LLC 99
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 99
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 99
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 99
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 99
Seacrest Wealth Management, Llc 99
Piedmont Investment Advisors Llc 98
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 98
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 98
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 98
Farmers & Merchants Investments Inc 98
Duality Advisers, Lp 98
Calamos Global Dynamic Income Fund 98
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 98
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 98
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 98
Vista Equity Partners Management, Llc 98
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 98
Gts Securities Llc 98
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 98
Employees Retirement System of Texas 98
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 97
Shay Capital LLC 97
Tcwp Llc 97
Winslow, Evans & Crocker, Inc. 97
Sonora Investment Management, LLC 97
Sigma Planning Corp 97
SG3 Management, LLC 97
DC Investments Management, LLC 97
Radcliffe Capital Management, L.P. 97
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 97
Savant Capital, LLC 97
Van Eck Associates Corp 97
Enterprise Financial Services Corp 97
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 97
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 97
Illinois Municipal Retirement Fund 96
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 96
Flagship Harbor Advisors, Llc 96
Maryland State Retirement & Pension System 96
Bluefin Capital Management, Llc 96
Fiera Capital Corp 96
Activest Wealth Management 96
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 96
Baillie Gifford & Co 96
CVA Family Office, LLC 96
Segantii Capital Management Ltd 96
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 96
Legato Capital Management LLC 96
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 96
Townsquare Capital Llc 95
SOUTH STATE Corp 95
APG Asset Management N.V. 95
We Are One Seven, LLC 95
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 95
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 95
Bank Julius Baer & Co. Ltd, Zurich 95
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 95
Martingale Asset Management L P 95
Ontario Teachers Pension Plan Board 95
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 95
Alpha DNA Investment Management LLC 95
Truvestments Capital Llc 95
RidgeWorth Capital Management LLC 95
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 95
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 95
Creative Financial Designs Inc /adv 95
Whitebox Advisors Llc 95
Wealthcare Advisory Partners LLC 95
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 95
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 94
Shannon River Fund Management LLC 94
Yakira Capital Management, Inc. 94
Aster Capital Management (DIFC) Ltd 94
Diker Management Llc 94
State Of Michigan Retirement System 94
Mather Group, Llc. 94
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 94
Bridgewater Associates, LP 94
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 94
Treasurer of the State of North Carolina 94
Valley National Advisers Inc 94
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 94
Sandy Spring Bank 94
Wealthspire Advisors, L.P. 93
Optimum Investment Advisors 93
Ameritas Advisory Services, LLC 93
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 93
Pinnacle Wealth Planning Services, Inc. 93
Context Capital Management, LLC 93
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 93
Readystate Asset Management Lp 93
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 93
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 93
Alkeon Capital Management Llc 93
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 93
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 93
Summit Global Investments 93
CenterStar Asset Management, LLC 93
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 93
Stephens Consulting, LLC 93
Johnson Financial Group, Inc. 93
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 93
Wasatch Advisors Inc 93
Catalyst Funds Management Pty Ltd 93
Westfield Capital Management Co Lp 92
MCF Advisors LLC 92
Cornerstone Planning Group LLC 92
Salem Investment Counselors Inc 92
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 92
Granahan Investment Management Inc/ma 92
Frontier Capital Management Co Llc 92
Empowered Funds, LLC 92
Koshinski Asset Management, Inc. 92
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 92
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 92
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 92
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 92
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 92
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 92
Hamilton Lane Advisors Llc 92
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 92
Focused Wealth Management, Inc 92
Prudential Plc 92
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 91
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 91
Coppell Advisory Solutions LLC 91
IWB - iSHARES TRUST - iShares Russell 1000 ETF 91
Levin Capital Strategies, L.p. 91
Nbc Securities, Inc. 91
Quantitative Systematic Strategies LLC 91
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 91
Ing Groep Nv 91
Athanor Capital, Lp 91
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 91
Crewe Advisors LLC 91
Hanseatic Management Services Inc 91
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 91
Elequin Capital Lp 91
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 91
TFC Financial Management 91
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 91
Putnam Master Intermediate Income Trust 91
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 91
Wedbush Securities Inc 91
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 91
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 91
Wolff Wiese Magana Llc 91
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 91
Great Lakes Advisors, Llc 91
William Blair Investment Management, Llc 91
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 91
Melqart Asset Management (uk) Ltd 91
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 90
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 90
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 90
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 90
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 90
Liberty Mutual Group Asset Management Inc. 90
FourThought Financial, LLC 90
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 90
Neo Ivy Capital Management 90
Whale Rock Capital Management LLC 90
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 90
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 90
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 90
Virtus Investment Advisers, Inc. 90
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 90
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 90
Yousif Capital Management, Llc 90
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 90
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 90
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 90
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 89
Entropy Technologies, LP 89
Acap Strategic Fund 89
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 89
Segall Bryant & Hamill, Llc 89
Airain ltd 89
Tfs Capital Llc 89
Financial Architects, Inc 89
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 89
Oaktree Capital Management Lp 89
Steward Financial Group LLC 89
C M Bidwell & Associates Ltd 89
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 89
Guggenheim Active Allocation Fund 89
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 89
Td Private Client Wealth Llc 89
Parametrica Management Ltd 89
Guardian Wealth Advisors, LLC 89
Hutchin Hill Capital, LP 89
Putnam Premier Income Trust 89
Quantitative Investment Management, LLC 89
Freestone Capital Holdings, LLC 89
United Capital Financial Advisers, Llc 89
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 89
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 89
Hm Payson & Co 88
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 88
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 88
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 88
Swedbank AB 88
Scientech Research LLC 88
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 88
BlackRock Japan Co. Ltd 88
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 88
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 88
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 88
Tiger Global Management Llc 88
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 88
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 88
New York State Teachers Retirement System 88
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 88
Moody National Bank Trust Division 88
Continuum Advisory, LLC 88
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 88
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 87
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 87
Commerce Bank 87
BIT Capital GmbH 87
nVerses Capital, LLC 87
Phoenix Holdings Ltd. 87
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 87
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 87
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 87
Meridian Wealth Partners, LLC 87
Baystate Wealth Management LLC 87
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 87
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 87
Advantage Advisers Xanthus Fund, L.l.c. 87
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 87
Gemmer Asset Management LLC 87
Concord Wealth Partners 87
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 87
Gyon Technologies Capital Management, LP 87
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 87
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 87
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 87
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 87
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 87
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 86
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 86
Capula Management Ltd 86
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 86
IHT Wealth Management, LLC 86
Prescott Group Capital Management, L.l.c. 86
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 86
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 86
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 86
MASTER BOND LLC - Master Total Return Portfolio 86
NOSGX - Northern Funds - Northern Small Cap Value Fund 86
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 86
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 86
Kepos Capital LP 86
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 86
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 86
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 86
DLD Asset Management, LP 86
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 86
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 86
TRFM - ETF Series Solutions - AAM Transformers ETF 86
Sumitomo Mitsui DS Asset Management Company, Ltd 86
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 86
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 86
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 86
Financial Management Professionals, Inc. 86
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 86
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 86
Schubert & Co 85
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 85
Granite Investment Partners, LLC 85
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 85
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 85
Asset Dedication, LLC 85
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 85
CWM Advisors, LLC 85
Brewin Dolphin Ltd 85
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 85
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 85
Park Place Capital Corp 85
Resources Investment Advisors, LLC. 85
Exane Derivatives 85
BI Asset Management Fondsmaeglerselskab A/S 85
Cetera Advisors LLC 85
M&g Investment Management Ltd 85
Kennedy Capital Management, Inc. 85
FNY Managed Accounts LLC 85
CAPROCK Group, Inc. 85
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 85
Susquehanna Portfolio Strategies, LLC 85
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 85
Emerald Advisers, Llc 85
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 84
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 84
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 84
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF 84
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 84
Portolan Capital Management, LLC 84
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 84
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 84
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 84
DeepCurrents Investment Group LLC 84
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 84
Mangrove Partners 84
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 84
Perigon Wealth Management, LLC 84
FLDFX - Meeder Funds - BALANCED FUND Retail Class 84
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 84
Lee Financial Co 84
Rational Advisors Llc 84
Ameritas Investment Corp 84
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 84
Pendal Group Ltd 84
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 84
ORG Partners LLC 84
Maplelane Capital, Llc 84
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 84
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 84
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 84
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 83
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 83
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 83
Park Avenue Securities Llc 83
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 83
Profunds - Profund Vp Technology 83
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 83
Rise Advisors, LLC 83
Bailard, Inc. 83
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 83
Moors & Cabot, Inc. 83
Hemington Wealth Management 83
King Luther Capital Management Corp 83
Optiver Holding B.V. 83
Xact Kapitalforvaltning AB 83
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 83
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 83
Fieldpoint Private Securities, LLC 83
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 83
FineMark National Bank & Trust 83
Washington Trust Advisors, Inc. 83
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 83
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 83
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 83
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 83
Westchester Capital Management, LLC 83
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 83
Belvedere Trading LLC 83
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 83
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 83
ROM - PROSHARES TRUST - ProShares Ultra Technology 82
Lenox Wealth Advisors, LLC 82
BRYN MAWR TRUST Co 82
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 82
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 82
Cantor Fitzgerald, L. P. 82
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 82
Pine River Capital Management L.P. 82
Bartlett & Co. Wealth Management Llc 82
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 82
TIG Advisors, LLC 82
Clearline Capital LP 82
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 82
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 82
UMA Financial Services, Inc. 82
DAACX - Adviser Managed Trust - Diversified Equity Fund 82
Cornercap Investment Counsel Inc 82
Assured Investment Management LLC 82
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 82
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 82
Vantage Consulting Group Inc 82
Basso Capital Management, L.p. 82
MUFG Securities EMEA plc 82
Disciplined Investments, LLC 82
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 82
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 82
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 82
Level Four Advisory Services, Llc 82
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 82
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 82
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 82
Chicago Equity Partners Llc 82
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 82
IYW - iSHARES TRUST - iShares U.S. Technology ETF 81
ETRADE Capital Management LLC 81
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 81
Atria Wealth Solutions, Inc. 81
Agf Management Ltd 81
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 81
Vivaldi Asset Management, LLC 81
Scotia Capital Inc. 81
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 81
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 81
IWC - iSHARES TRUST - iShares Micro-Cap ETF 81
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 81
Invictus RG 81
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 81
Carlson Capital L P 81
Centaurus Financial, Inc. 81
College Retirement Equities Fund 81
DnB Asset Management AS 81
Itau Unibanco Holding S.A. 81
Gardner Lewis Asset Management L P 81
Numerai GP LLC 81
Intrinsic Edge Capital Management LLC 80
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 80
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 80
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 80
Front Row Advisors LLC 80
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 80
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 80
Sanctuary Advisors, LLC 80
URTH - iShares, Inc. - iShares MSCI World ETF 80
Meadow Creek Investment Management LLC 80
Tiverton Asset Management Llc 80
Jain Global LLC 80
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 80
Formula Growth Ltd 80
Azzad Asset Management Inc /adv 80
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 80
John Hancock Funds II - Science & Technology Fund Class NAV 80
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 80
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 80
Wexford Capital Lp 80
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 80
Lombard Odier Asset Management (Switzerland) SA 80
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 80
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 80
Reilly Financial Advisors, Llc 80
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 80
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 80
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 80
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 80
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 80
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 80
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 80
B. Metzler seel. Sohn & Co. AG 80
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 80
Ghisallo Capital Management LLC 80
Tokio Marine Asset Management Co Ltd 79
Islet Management, LP 79
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 79
Thompson Siegel & Walmsley Llc 79
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 79
Malaga Cove Capital, LLC 79
GIMFX - GMO TRUST - GMO Implementation Fund 79
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 79
VDAFX - VALIC Co I - Dynamic Allocation Fund 79
Paradigm Asset Management Co Llc 79
Chartwell Investment Partners, Llc 79
R Squared Ltd 79
Smithfield Trust Co 79
Allianzgi Convertible & Income Fund Ii 79
Allianzgi Convertible & Income Fund 79
Eqis Capital Management, Inc. 79
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 79
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 79
Louisiana State Employees Retirement System 79
Cary Street Partner Investment Advisory Llc 79
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 79
Ostrum Asset Management 78
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 78
Erste Asset Management GmbH 78
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 78
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 78
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 78
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 78
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 78
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 78
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 78
Oberweis Asset Management Inc/ 78
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 78
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 78
Riggs Asset Managment Co. Inc. 78
BDO Wealth Advisors, LLC 78
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 78
Sound Income Strategies, LLC 78
Sutton Wealth Advisors Inc. 78
JJJ Advisors Inc. 78
Prestige Wealth Management Group LLC 78
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 78
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 78
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 78
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 78
Tucker Asset Management Llc 78
World Asset Management Inc 78
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 78
Citizens Financial Group Inc/ri 78
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 78
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 78
AllianzGI Artificial Intelligence & Technology Opportunities Fund 78
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 77
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 77
MQS Management LLC 77
Tcw Group Inc 77
NewSquare Capital LLC 77
SECOR Capital Advisors, LP 77
Artemis Investment Management LLP 77
Commerzbank Aktiengesellschaft /fi 77
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 77
Waddell & Reed Financial Inc 77
Bancroft Fund Ltd 77
Korea Investment CORP 77
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 77
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 77
Ellsworth Growth & Income Fund Ltd 77
VCGAX - VALIC Co I - Growth & Income Fund 77
VCSTX - VALIC Co I - Science & Technology Fund 77
Global Financial Private Client, LLC 77
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 77
Andra AP-fonden 77
Zweig-DiMenna Associates LLC 77
Colony Group, LLC 77
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 77
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 77
RSSL - Global X Funds - Global X Russell 2000 ETF 77
Chicago Partners Investment Group LLC 77
Yorktown Management & Research Co Inc 76
North Star Investment Management Corp. 76
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 76
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 76
MYDA Advisors LLC 76
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 76
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 76
Bartlett & Co. LLC 76
Stonebridge Capital Advisors LLC 76
Jeneq Management, LP 76
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 76
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 76
Osterweis Capital Management Inc 76
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 76
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 76
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 76
Nishkama Capital, LLC 76
Shelton Capital Management 76
Brighton Jones Llc 76
Arrowgrass Capital Partners (us) Lp 76
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 76
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 76
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 76
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 76
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 76
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 75
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 75
Voya Prime Rate Trust 75
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 75
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 75
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 75
Cordant, Inc. 75
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 75
Hood River Capital Management LLC 75
GPS Wealth Strategies Group, LLC 75
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 75
Stephens Investment Management Group LLC 75
Lombard Odier Asset Management (Europe) Ltd 75
EAM Global Investors LLC 75
Twin Peaks Wealth Advisors, LLC 75
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 75
BerganKDV Wealth Management, LLC 75
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 75
Warberg Asset Management LLC 75
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 75
Emerald Mutual Fund Advisers Trust 75
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 75
Beryl Capital Management LLC 75
Mv Capital Management, Inc. 75
Jane Street Holding, LLC 75
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 75
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 75
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 75
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 75
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 75
West Tower Group, LLC 74
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 74
Equitec Proprietary Markets, Llc 74
Dakota Wealth Management 74
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 74
Riverview Trust Co 74
Inceptionr Llc 74
Baldwin Brothers Inc/ma 74
VCAAX - VALIC Co I - Asset Allocation Fund 74
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 74
Harvest Management Llc 74
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 74
AIEQ - ETF Managers Trust - AI Powered Equity ETF 74
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 74
Jericho Capital Asset Management L.P. 74
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 74
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 74
GW&K Investment Management, LLC 74
Advanced Series Trust - Ast Advanced Strategies Portfolio 74
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 74
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 74
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 74
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 74
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 74
LS Investment Advisors, LLC 74
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 74
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 74
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 74
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 74
Banque Transatlantique SA 74
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 74
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 74
Everence Capital Management Inc 74
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 73
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 73
Trust Co Of Vermont 73
WPG Advisers, LLC 73
Capital Analysts, Inc. 73
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 73
Hollencrest Capital Management 73
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 73
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 73
Jacobi Capital Management LLC 73
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 73
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 73
Liontrust Investment Partners LLP 73
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 73
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 73
Parkwood LLC 73
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 73
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 73
Ethic Inc. 73
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 73
RBB FUND, INC. - Adara Smaller Companies Fund 73
ARK Investment Management LLC 73
Financial Advocates Investment Management 73
Total Clarity Wealth Management, Inc. 73
Natixis Investment Managers International 73
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 73
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 73
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 73
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 73
Tiaa-cref Funds 73
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio 73
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 73
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 73
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 73
Texas Permanent School Fund 73
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 73
Trustcore Financial Services, Llc 73
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 73
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 72
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 72
Independent Advisor Alliance 72
Vestmark Advisory Solutions, Inc. 72
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 72
Turner Investments, L.p. 72
DiNuzzo Private Wealth, Inc. 72
RMB Capital Management, LLC 72
PENN SERIES FUNDS INC - International Equity Fund 72
Nine Chapters Capital Management LLC 72
Avantax Planning Partners, Inc. 72
Liberty Wealth Management Llc 72
Westside Investment Management, Inc. 72
Grantham, Mayo, Van Otterloo & Co. LLC 72
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 72
Covington Capital Management 72
Elkfork Partners LLC 72
Light Street Capital Management, Llc 72
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 72
Northern Trust Co Of Connecticut 72
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 72
Glen Eagle Advisors, LLC 72
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 72
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 72
Gabelli Convertible & Income Securities Fund Inc 72
Cape Investment Advisory, Inc. 72
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 72
Integrated Wealth Concepts LLC 72
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 71
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 71
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 71
Wealthfront Advisers Llc 71
Venture Visionary Partners LLC 71
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 71
Coatue Management Llc 71
Jaffetilchin Investment Partners, LLC 71
GeoWealth Management, LLC 71
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 71
Nuveen Nasdaq 100 Dynamic Overwrite Fund 71
SAC Capital Advisors LP 71
J.w. Cole Advisors, Inc. 71
Symphony Asset Management Llc 71
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 71
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 71
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 71
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 71
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 71
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 71
Washington Harbour Partners LP 71
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 71
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 71
Rsm Us Wealth Management Llc 71
MML Series Investment Fund II - MML Equity Rotation Fund Class II 71
Benjamin Edwards Inc 71
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 71
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 71
Calamos Convertible Opportunities & Income Fund 71
STXG - EA Series Trust - Strive 1000 Growth ETF 71
HHM Wealth Advisors, LLC 71
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 71
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 71
Columbus Circle Investors 71
Calamos Convertible & High Income Fund 71
Kestra Private Wealth Services, Llc 70
Blackrock Ltd Duration Income Trust 70
Spring Creek Capital Llc 70
Vanguard Explorer Fund 70
AHL Partners LLP 70
Envestnet Portfolio Solutions, Inc. 70
Capital Asset Advisory Services LLC 70
Lido Advisors, LLC 70
P Schoenfeld Asset Management Lp 70
Retirement Systems of Alabama 70
Tradition Wealth Management, LLC 70
Eventide Asset Management, Llc 70
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 70
Castleview Partners, Llc 70
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 70
Wiley Bros.-aintree Capital, Llc 70
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 70
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 70
Hancock Whitney Corp 70
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 70
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 70
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 70
Nuveen S&p 500 Dynamic Overwrite Fund 70
Barings Llc 70
GHP Investment Advisors, Inc. 70
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 70
Carmignac Gestion 70
Allstate Corp 70
Kapitalo Investimentos Ltda 70
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 70
First Quadrant L P/ca 70
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 70
Raleigh Capital Management Inc. 70
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 70
Motley Fool Asset Management LLC 70
CSat Investment Advisory, L.P. 70
Contour Asset Management LLC 70
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 70
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 70
Banco Bilbao Vizcaya Argentaria, S.a. 70
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 70
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 70
IBM Retirement Fund 69
Sargent Bickham Lagudis LLC 69
Cadence Capital Management Llc 69
JNBA Financial Advisors 69
Advisor Resource Council 69
Banque Pictet & Cie Sa 69
Pallas Capital Advisors LLC 69
Rakuten Securities, Inc. 69
Simon Quick Advisors, Llc 69
Grove Bank & Trust 69
Contravisory Investment Management, Inc. 69
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 69
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 69
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 69
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 69
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 69
Qsemble Capital Management, LP 69
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 69
Calamos Wealth Management LLC 69
Glen Harbor Capital Management LLC 69
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 69
Castle Creek Arbitrage, LLC 69
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 69
Oak Thistle LLC 69
Atika Capital Management LLC 69
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 69
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 69
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 69
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 69
Highland Capital Management Fund Advisors, L.p. 69
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 69
Anchor Investment Management, LLC 69
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 69
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 69
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 69
EBI - RBB Fund Trust - Longview Advantage ETF 69
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 69
Nvwm, Llc 69
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 69
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 69
Calamos Dynamic Convertible & Income Fund 68
Tradewinds Capital Management, LLC 68
Avestar Capital, LLC 68
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 68
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 68
BlackRock ETF Trust - BlackRock Future Tech ETF 68
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 68
Edge Wealth Management LLC 68
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 68
MERVX - MERGER FUND VL - The Merger Fund VL 68
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 68
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 68
Bay Harbor Wealth Management, LLC 68
Zimmer Partners, LP 68
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 68
Tortoise Investment Management, LLC 68
Herald Investment Management Ltd 68
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 68
Regent Peak Wealth Advisors LLC 68
Rialto Wealth Management, LLC 68
Alpine Associates Management Inc. 68
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 68
First Horizon Corp 68
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 68
RWC Asset Management LLP 68
Cornerstone Investment Partners, LLC 68
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 68
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 68
Colonial Trust Co / SC 67
Anson Funds Management LP 67
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 67
Harbour Capital Advisors, LLC 67
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 67
Kohlberg Kravis Roberts & Co. L.P. 67
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 67
SYSTM Wealth Solutions LLC 67
Dragoneer Investment Group, LLC 67
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 67
Plato Investment Management Ltd 67
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 67
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 67
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 67
Raymond James Trust N.a. 67
Albion Financial Group /ut 67
Cornerstone Capital Management Holdings Llc. 67
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 67
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 67
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 67
Oak Ridge Investments Llc 67
Carolinas Wealth Consulting Llc 67
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 67
Hudock, Inc. 67
Ajo, Lp 67
Abound Wealth Management 67
Apollon Wealth Management, LLC 67
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 67
Delphia (USA) Inc. 67
Eaton Vance Ltd Duration Income Fund 67
USA Financial Portformulas Corp 67
WealthTrak Capital Management LLC 67
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 67
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 67
WASHINGTON TRUST Co 66
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 66
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 66
Blackrock Debt Strategies Fund, Inc. 66
Ossiam 66
Wetherby Asset Management Inc 66
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 66
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 66
Pitcairn Co 66
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 66
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 66
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 66
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 66
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 66
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 66
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 66
Thornburg Investment Management Inc 66
Tarbox Family Office, Inc. 66
Myriad Asset Management Ltd. 66
Eagle Bay Advisors LLC 66
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 66
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 66
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 66
Westwood Holdings Group Inc 66
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 66
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 66
Tfs Capital Investment Trust 66
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 66
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 66
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 66
Paces Ferry Wealth Advisors, Llc 66
Marathon Trading Investment Management LLC 66
Caxton Associates Llp 66
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 66
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 66
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 66
Accurate Wealth Management, LLC 66
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 66
Bardin Hill Management Partners Lp 66
B. Metzler seel. Sohn & Co. Holding AG 66
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 66
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 65
SkyView Investment Advisors, LLC 65
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 65
Gulf International Bank (UK) Ltd 65
Cornerstone Advisors, Inc. 65
Fjarde Ap-fonden /fourth Swedish National Pension Fund 65
Montag A & Associates Inc 65
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 65
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 65
Tsfg, Llc 65
Concentric Capital Strategies, LP 65
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 65
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 65
Convergence Investment Partners, LLC 65
Silverback Asset Management Llc 65
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 65
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 65
Atlantic Trust, LLC 65
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 65
Bellevue Asset Management, Llc 65
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 65
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 65
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 65
Peregrine Capital Management Llc 65
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 65
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 65
Highland Capital Management, Llc 65
UniSuper Management Pty Ltd 65
PenderFund Capital Management Ltd. 65
Brinker Capital Inc 65
Capital Impact Advisors, LLC 65
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 65
Parkworth Wealth Management, Inc. 65
Kistler-Tiffany Companies, LLC 65
E. Ohman J:or Asset Management AB 65
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 65
Moneta Group Investment Advisors Llc 65
BlackRock Science & Technology Trust II 65
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 65
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 65
Vantagepoint Funds 65
Sachetta, LLC 64
Numeric Investors Llc 64
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 64
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 64
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 64
Congress Wealth Management LLC / DE / 64
Banco Santander, S.A. 64
Nissay Asset Management Corp /japan/ /adv 64
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 64
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 64
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 64
Mason Street Advisors, Llc 64
DAVENPORT & Co LLC 64
Tompkins Financial Corp 64
Baader Bank INC 64
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 64
L & S Advisors Inc 64
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 64
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 64
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 64
Capital International Investors 64
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 64
Armistice Capital, Llc 64
NewEdge Wealth, LLC 64
Tuttle Tactical Management LLC 64
Whetstone Capital Advisors, LLC 64
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 64
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 64
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 64
Riverhead Capital Management Llc 64
Enlightenment Research, LLC 64
Evolution Wealth Advisors, LLC 64
Achmea Investment Management B.V. 64
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 64
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 63
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 63
StoneX Group Inc. 63
Glenmede Investment Management, LP 63
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 63
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 63
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 63
Old National Bancorp /in/ 63
STXK - EA Series Trust - Strive Small-Cap ETF 63
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 63
Winch Advisory Services, LLC 63
Kore Private Wealth LLC 63
Sequoia Financial Advisors, LLC 63
Sterling Investment Advisors, Ltd. 63
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 63
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 63
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 63
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 63
Mach-1 Financial Group, Inc. 63
Innealta Capital, Llc 63
Procyon Private Wealth Partners, LLC 63
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 63
Qtron Investments LLC 63
Earnest Partners Llc 63
EP Wealth Advisors, Inc. 63
Northwest & Ethical Investments L.P. 63
Colony Group Llc 63
Ashton Thomas Private Wealth, LLC 63
Cookson Peirce & Co Inc 63
O'Shares Investment Advisers, LLC 63
Worth Venture Partners, LLC 63
HFM Investment Advisors, LLC 63
Janus Capital Management Llc 63
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 63
Qrg Capital Management, Inc. 63
Gerber Kawasaki Wealth & Investment Management 63
Worldquant Millennium Advisors Llc 63
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 63
Royal London Asset Management Ltd 63
T. Rowe Price Investment Management, Inc. 63
Jasper Ridge Partners, L.P. 63
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 63
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 63
Bb&t Securities, Llc 63
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 63
Shenkman Capital Management Inc 63
IFM Investors Pty Ltd 62
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 62
Maytus Capital Management, LLC 62
People's United Financial, Inc. 62
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 62
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 62
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 62
Veritable, L.P. 62
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 62
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 62
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 62
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 62
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 62
Teton Advisors, Inc. 62
Gideon Capital Advisors, Inc. 62
Associated Banc-corp 62
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 62
Flow Traders U.s. Llc 62
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 62
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 62
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 62
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 62
Gdl Fund 62
Taconic Capital Advisors LP 62
Virtus ETF Advisers LLC 62
Visium Asset Management, LP 62
Old Mutual Global Investors (UK) Ltd. 62
USS Investment Management Ltd 62
Nikko Asset Management Americas, Inc. 62
Standard Family Office LLC 62
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 62
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 62
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 62
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 62
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 62
Tibra Equities Europe Ltd 62
Global X Management CO LLC 62
SQN Investors LP 62
HighPoint Advisor Group LLC 62
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 62
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 62
Integral Derivatives, LLC 62
Optimus Prime Fund Management Co., Ltd. 62
Cowen Group, Inc. 62
Davy Global Fund Management Ltd 62
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 62
Fortitude Advisory Group L.L.C. 62
Relative Value Fund 62
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 62
Private Ocean, LLC 62
HighMark Wealth Management LLC 62
Northwestern Mutual Investment Management Company, Llc 62
Advanced Series Trust - Ast Mid-cap Growth Portfolio 62
Sei Trust Co 62
Icon Wealth Partners, LLC 62
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 62
Bayforest Capital Ltd 62
Comerica Securities,inc. 61
McIlrath & Eck, LLC 61
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 61
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 61
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 61
La Banque Postale Asset Management SA 61
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 61
Princeton Alpha Management LP 61
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 61
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 61
First Citizens Bank & Trust Co 61
Beacon Pointe Advisors, LLC 61
Penn Capital Management Co Inc 61
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 61
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 61
Bleakley Financial Group, LLC 61
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 61
Champlain Investment Partners, LLC 61
Saba Capital Management, L.P. 61
GV Financial Advisors 61
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 61
Machina Capital S.a.s. 61
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 61
Washington Capital Management Inc 61
Coastal Investment Advisors, Inc. 61
Commonwealth Equity Services, Inc 61
Psagot Value Holdings Ltd. / (Israel) 61
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 61
EHLS - Tidal Trust II - Even Herd Long Short ETF 61
Boardman Bay Capital Management Llc 61
Cassady Schiller Wealth Management, LLC 61
Legacy Advisors, LLC 61
Csenge Advisory Group 61
Highline Wealth Partners Llc 61
potrero capital research llc 61
Cortina Asset Management, LLC 61
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 61
SpiderRock Advisors, LLC 61
VCBCX - VALIC Co I - Blue Chip Growth Fund 61
Cigna Investments Inc /new 61
Intellectus Partners, LLC 61
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 61
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 61
Rivernorth Capital Management, Llc 61
Pier 88 Investment Partners Llc 61
Karp Capital Management Corp 61
Stone Ridge Asset Management LLC 61
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 61
Navellier & Associates Inc 61
Elo Mutual Pension Insurance Co 61
Annis Gardner Whiting Capital Advisors, LLC 61
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 60
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 60
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 60
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 60
Atticus Wealth Management, Llc 60
Veriti Management LLC 60
Pittenger & Anderson Inc 60
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 60
Forsta Ap-fonden 60
Bare Financial Services, Inc 60
Hussman Strategic Advisors, Inc. 60
Fortaleza Asset Management Inc/ 60
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 60
Bp Plc 60
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 60
Colonial Trust Advisors 60
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 60
Cadian Capital Management, Lp 60
Prime Capital Investment Advisors, LLC 60
Lake Street Advisors Group, Llc 60
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 60
Evercore Wealth Management, LLC 60
Mark Sheptoff Financial Planning, Llc 60
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 60
NOBOX - Northern Funds - Northern Bond Index Fund 60
Bedel Financial Consulting, Inc. 60
Y.D. More Investments Ltd 60
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 60
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 60
Kilter Group LLC 60
TRUE Private Wealth Advisors 60
Ropes Wealth Advisors Llc 60
Sandler Capital Management 60
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 60
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares 60
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 60
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 60
Renaissance Group Llc 60
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 60
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 60
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 60
QCM Cayman, Ltd. 60
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 60
Harvest Group Wealth Management, Llc 60
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 59
Delpha Capital Management, Llc 59
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 59
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 59
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 59
Interchange Capital Partners, LLC 59
Merit Financial Group, LLC 59
Stonegate Investment Group, LLC 59
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 59
AIA Group Ltd 59
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 59
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 59
Confluence Wealth Services, Inc. 59
Greenland Capital Management LP 59
Stoneridge Investment Partners Llc 59
Calamos Global Total Return Fund 59
Rokos Capital Management LLP 59
Blackrock Corporate High Yield Fund, Inc. 59
Mendota Financial Group, LLC 59
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 59
Capital Investment Advisory Services, LLC 59
First Personal Financial Services 59
Berkley W R Corp 59
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 59
Motco 59
Archer Investment Corp 59
Mn Services Vermogensbeheer B.V. 59
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 59
Dai-Ichi Life Insurance Company, Ltd 59
MARSHALL WACE ASIA Ltd 59
QCVAX - Clearwater Investment Trust - Clearwater International Fund 59
Jackson Creek Investment Advisors LLC 59
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 59
West Paces Advisors Inc. 59
Beacon Capital Management, LLC 59
Oribel Capital Management, LP 59
Cerebellum GP, LLC 59
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 59
Wcm Investment Management, Llc 59
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 59
Congress Asset Management Co /ma 59
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 59
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 59
BNP Paribas Investment Partners S.A. 59
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 59
Livforsakringsbolaget Skandia, Omsesidigt 59
Graticule Asia Macro Advisors LLC 58
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 58
AlphaMark Advisors, LLC 58
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 58
Arcadia Investment Management Corp/mi 58
Bullseye Asset Management LLC 58
Column Capital Advisors, LLC 58
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 58
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 58
Resona Asset Management Co.,Ltd. 58
K.J. Harrison & Partners Inc 58
Hughes Financial Services, LLC 58
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 58
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 58
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 58
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 58
AGF Investments LLC 58
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 58
Sheets Smith Wealth Management 58
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 58
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF 58
Foundry Partners, LLC 58
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 58
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 58
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A 58
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 58
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 58
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 58
Axiom International Investors Llc /de 58
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 58
Camden Asset Management L P /ca 58
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 58
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 58
Blackrock Science & Technology Trust 58
Donoghue Forlines LLC 58
WFG Advisors, LP 58
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 57
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 57
Alight Capital Management LP 57
Quaker Wealth Management, LLC 57
CenterStar Fund, LLC 57
RBF Capital, LLC 57
Dorsey Wright & Associates 57
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 57
Freestone Grove Partners LP 57
WR Wealth Planners, LLC 57
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 57
American Capital Advisory, LLC 57
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 57
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 57
Sierra Ocean, Llc 57
Longfellow Investment Management Co Llc 57
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 57
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 57
Cooper Creek Partners Management Llc 57
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 57
Boulder Hill Capital Management Lp 57
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 57
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 57
Global Wealth Management Investment Advisory, Inc. 57
First Allied Advisory Services, Inc. 57
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 57
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 57
Wunderlich Securities, Inc. 57
Independent Portfolio Consultants, Inc. 57
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 57
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 57
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 57
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 57
AMCPX - AMCAP FUND - AMCAP FUND Class A 57
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 57
Ingalls & Snyder Llc 57
Eisler Capital (UK) Ltd. 57
Arlington Partners LLC 57
Eisler Capital (US) LLC 57
Abn Amro Investment Solutions 57
Skye Global Management LP 57
Discovery Capital Management, Llc / Ct 57
Carillon Tower Advisers, Inc. 57
Kovack Advisors, Inc. 57
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 57
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 57
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 56
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 56
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 56
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 56
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 56
Ritholtz Wealth Management 56
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 56
Knights of Columbus Asset Advisors LLC 56
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 56
Ilmarinen Mutual Pension Insurance Co 56
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 56
Blackrock Core Bond Trust 56
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 56
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 56
Kula Investments, LLC 56
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 56
Securian Asset Management, Inc 56
WealthTrust-Arizona, LLC 56
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 56
Oliver Lagore Vanvalin Investment Group 56
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 56
Beaird Harris Wealth Management, LLC 56
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 56
Sugarloaf Wealth Management, LLC 56
Commonwealth Bank Of Australia 56
Deere & Co 56
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 56
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 56
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 56
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 56
Opal Wealth Advisors, LLC 56
Hilltop Holdings Inc. 56
Janney Capital Management LLC 56
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 56
Allen Investment Management LLC 56
Kovitz Investment Group Partners, LLC 56
Key FInancial Inc 56
Aequim Alternative Investments LP 56
Principia Wealth Advisory, LLC 56
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 56
Perpetual Ltd 56
Impax Asset Management Group plc 56
Balentine LLC 56
VCULX - VALIC Co I - Growth Fund 56
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 56
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 56
Cromwell Holdings LLC 56
Bluefin Trading, LLC 56
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 56
La Financiere De L'echiquier 56
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 56
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 56
CX Institutional 56
PENN SERIES FUNDS INC - Smid Cap Growth Fund 56
Scge Management, L.p. 56
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 56
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 56
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 56
Yarbrough Capital, LLC 56
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 56
Cvi Holdings, Llc 56
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 56
tru Independence LLC 56
Boston Partners 56
Claro Advisors LLC 56
RiverPark Advisors, LLC 56
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 56
Founders Financial Alliance, LLC 56
Alta Park Capital, LP 56
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 56
BTG Pactual Global Asset Management Ltd 56
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 55
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 55
Harbourvest Partners Llc 55
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 55
NINE MASTS CAPITAL Ltd 55
Rs Investment Management Co Llc 55
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 55
VTL Associates, LLC 55
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 55
Cable Hill Partners, LLC 55
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 55
Clinton Group Inc 55
Steel Peak Wealth Management LLC 55
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 55
Transamerica Financial Advisors, Inc. 55
Calamos Strategic Total Return Fund 55
Quinn Opportunity Partners LLC 55
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 55
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 55
Telemetry Investments, L.L.C. 55
Piper Sandler & Co. 55
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 55
Amplify ETF Trust - Amplify Thematic All-Stars ETF 55
Brookstone Capital Management 55
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 55
WealthCollab, LLC 55
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 55
Jabre Capital Partners S.A. 55
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 55
iA Global Asset Management Inc. 55
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 55
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 55
Crawford Lake Capital Management, LLC 55
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 55
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 55
Portside Wealth Group, LLC 55
Carmichael Hill & Associates, Inc. 55
Nicholas Company, Inc. 55
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 55
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 55
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 55
XT - iSHARES TRUST - iShares Exponential Technologies ETF 55
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 55
Manatuck Hill Partners, LLC 55
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 55
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 55
Meiji Yasuda Asset Management Co Ltd. 55
Ibex Investors LLC 55
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 55
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 55
Kb Financial Partners, Llc 54
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 54
YorkBridge Wealth Partners, LLC 54
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 54
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 54
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 54
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 54
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 54
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 54
Epoch Investment Partners, Inc. 54
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 54
Hartford Mutual Funds Inc/ct 54
Cim Investment Mangement Inc 54
Householder Group Estate & Retirement Specialist, LLC 54
Regal Investment Advisors LLC 54
Blue Bell Private Wealth Management, Llc 54
Tredje AP-fonden 54
OGIG - OSI ETF Trust - O'Shares Global Internet Giants ETF 54
Forum Financial Management, LP 54
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 54
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 54
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 54
FNY Partners Fund LP 54
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 54
Tfo-tdc, Llc 54
Bck Capital Management Lp 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 54
Shine Investment Advisory Services Inc 54
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 54
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 54
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 54
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 54
BlackRock Credit Strategies Fund 54
O'Neil Global Advisors, Inc. 54
Adams Street Partners Llc 54
Marcum Wealth, LLC 54
Aaron Wealth Advisors LLC 54
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing 54
Horizon Investments, LLC 54
Eudaimonia Partners, LLC 54
Vanguard Horizon Funds 54
Humankind Benefit Corp - Humankind US Stock ETF 54
Royal Fund Management, LLC 54
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 54
GLG Partners LP 54
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 54
Greenleaf Trust 54
San Francisco Sentry Investment Group (ca) 54
Bellwether Advisors, LLC 54
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 54
Claris Advisors, Llc / Mo / 54
Telemus Capital, Llc 53
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 53
Claraphi Advisory Network, LLC 53
Evergreen Capital Management Llc 53
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 53
Thurston, Springer, Miller, Herd & Titak, Inc. 53
Vise Technologies, Inc. 53
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 53
My Personal CFO, LLC 53
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 53
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 53
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 53
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 53
Archford Capital Strategies, LLC 53
Wealthspire Advisors, LLC 53
Strategic Blueprint, LLC 53
Emerald Investment Partners, Llc 53
Redwood Investments, LLC 53
BlackRock Capital Allocation Trust 53
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 53
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 53
Redpoint Investment Management Pty Ltd 53
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 53
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 53
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 53
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 53
Equitable Trust Co 53
VitalStone Financial, LLC 53
Grandeur Peak Global Advisors, LLC 53
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 53
Delta Asset Management Llc/tn 53
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 53
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 53
Mirador Capital Partners LP 53
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 53
Financial Gravity Companies, Inc. 53
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 53
SOA Wealth Advisors, LLC. 53
TrimTabs Asset Management, LLC 53
Duquesne Family Office LLC 53
Waratah Capital Advisors Ltd. 53
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 53
Heritage Wealth Management, Llc 53
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 53
Select Equity Group, L.P. 53
Boussard & Gavaudan Investment Management LLP 53
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 53
Hennion & Walsh Asset Management, Inc. 53
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 52
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 52
JS Capital Management LLC 52
Beck Bode, LLC 52
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 52
Winton Diversified Opportunities Fund 52
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 52
AlpInvest Partners B.V. 52
Timpani Capital Management LLC 52
Liberty All Star Growth Fund Inc. 52
Schechter Investment Advisors, LLC 52
Signet Financial Management, Llc 52
Profunds - Profund Vp Oil & Gas 52
Whipplewood Advisors, LLC 52
Central Pacific Bank - Trust Division 52
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 52
Cupps Capital Management, LLC 52
Atomi Financial Group, Inc. 52
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF 52
SummitTX Capital, L.P. 52
Opti Capital Management, Lp 52
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 52
Fulcrum Asset Management LLP 52
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 52
Blackrock Multi-sector Income Trust 52
Rivernorth Opportunities Fund, Inc. 52
Gladstone Institutional Advisory LLC 52
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 52
Bourgeon Capital Management Llc 52
EULAV Asset Management 52
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 52
Tyers Asset Management LLC 52
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 52
Quest Capital Management Inc /adv 52
Capstone Asset Management Co 52
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 52
WealthPLAN Partners, LLC 52
Groupama Asset Managment 52
Steelhead Partners Llc 52
Kowal Investment Group, LLC 52
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 52
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 52
Financial Perspectives, Inc 52
Kelly Financial Services LLC 52
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 52
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 52
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 52
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 52
Royce Value Trust Inc 52
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 52
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 52
Desjardins Global Asset Management Inc. 52
Westerly Capital Management, Llc 52
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 52
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 52
Denver Investment Advisors Llc 52
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 52
New Age Alpha Advisors, LLC 52
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 52
Vigilant Capital Management, LLC 51
Bradley Foster & Sargent Inc/ct 51
Moisand Fitzgerald Tamayo, LLC 51
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 51
Checchi Capital Advisers, LLC 51
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 51
LRI Investments, LLC 51
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 51
Van Hulzen Asset Management, LLC 51
1492 Capital Management LLC 51
Oppenheimer Etf Trust 51
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 51
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 51
Bollard Group LLC 51
Fieldview Capital Management, LLC 51
Friess Associates Llc 51
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 51
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 51
Sanders Morris Harris Llc 51
Tairen Capital Ltd 51
Jackson Square Capital, Llc 51
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 51
Wall Street Associates 51
Investment Management Corp of Ontario 51
Inspire Advisors, LLC 51
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 51
Irish Life Investment Managers Ltd. 51
Brown Capital Management Llc 51
Lincoln National Corp 51
Crosslink Capital Inc 51
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 51
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 51
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 51
Ratan Capital Management LP 51
Railway Pension Investments Ltd 51
Burney Co/ 51
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 51
HB Wealth Management, LLC 51
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 51
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 51
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 51
Allred Capital Management, LLC 51
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 51
Municipal Employees' Retirement System of Michigan 51
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 51
Zevenbergen Capital Investments Llc 51
New Mexico Educational Retirement Board 51
Smith Asset Management Group Lp 51
Tiger Management L.l.c. 51
ICA Group Wealth Management, LLC 51
U.S. Capital Wealth Advisors, LLC 51
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 51
Chevy Chase Trust Holdings, Inc. 51
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 51
Voya Financial Advisors, Inc. 51
Kettle Hill Capital Management, Llc 51
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 51
Archon Capital Management LLC 51
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 51
Norden Group Llc 51
Abich Financial Wealth Management LLC 51
Societe Generale 51
Columbia Partners L L C Investment Management 51
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 51
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 51
Kestra Investment Management, LLC 51
Aristides Capital LLC 51
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 51
XR Securities LLC 51
Fiduciary Trust Co 51
Providence Capital Advisors, LLC 50
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 50
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share 50
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 50
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 50
Ballentine Partners, LLC 50
PACIFIC SELECT FUND - Technology Portfolio Class I 50
Empyrean Capital Partners, LP 50
Voleon Capital Management Lp 50
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 50
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 50
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 50
Dynamic Advisor Solutions LLC 50
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 50
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 50
Symmetry Partners, LLC 50
Planning Capital Management Corp 50
Symphony Financial, Ltd. Co. 50
Fir Tree Capital Management Lp 50
River & Mercantile Asset Management Llp 50
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 50
Heritage Wealth Advisors 50
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 50
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 50
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 50
Ridgewood Investments LLC 50
Alera Investment Advisors, LLC 50
Oaktree Diversified Income Fund Inc. 50
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 50
Resolute Advisors LLC 50
Owl Creek Asset Management, L.P. 50
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 50
Asahi Life Asset Management Co., Ltd. 50
111 Capital 50
Atlas Capital Advisors Llc 50
Seeyond 50
Index Management Solutions, LLC 50
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 50
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 50
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 50
Zeke Capital Advisors, Llc 50
Next Financial Holdings 50
Boston Advisors Llc 50
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 50
Mutual Advisors, LLC 50
Lighthouse Investment Partners, LLC 50
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 50
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 50
Leap Investments Lp 50
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 50
Center for Financial Planning, Inc. 50
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 50
Dana Investment Advisors, Inc. 50
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 50
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 50
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 50
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 50
Neuburgh Advisers LLC 50
Krilogy Financial LLC 50
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 50
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 50
Simplicity Wealth,LLC 50
Nuveen Floating Rate Income Fund 50
National Pension Service 50
Clough Capital Partners L P 50
Oversea-Chinese Banking CORP Ltd 50
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 50
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 50
Ten Capital Wealth Advisors, LLC 50
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 50
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 50
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 50
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 50
Private Wealth Asset Management, LLC 50
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 50
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 50
Tobam 50
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 49
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares 49
Financial Network Wealth Advisors LLC 49
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 49
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 49
Johnson Investment Counsel Inc 49
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 49
Rydex Etf Trust 49
American Trust 49
Clal Insurance Enterprises Holdings Ltd 49
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 49
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 49
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 49
Pinnacle Associates Ltd 49
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 49
Silphium Asset Management Ltd 49
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 49
AO Asset Management, LLC 49
Ashton Thomas Securities, Llc 49
272 Capital LP 49
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 49
Ardevora Asset Management LLP 49
Atlantic Union Bankshares Corp 49
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 49
Wilbanks Smith & Thomas Asset Management Llc 49
Cambridge Trust Co 49
NSGRX - Northern Funds - Northern Small Cap Core Fund 49
Kiwi Wealth Investments Limited Partnership 49
Bb&t Investment Services, Inc. 49
Fort Washington Investment Advisors Inc /oh/ 49
Hartford Investment Management Co 49
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 49
Moloney Securities Asset Management, LLC 49
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 49
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 49
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 49
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 49
Wedge Capital Management L L P/nc 49
Investors Research Corp 49
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 49
Highland Capital Management Lp 49
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 49
Forum Funds 49
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 49
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 49
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 49
Callan Family Office, LLC 49
Koch Industries Inc 49
Glynn Capital Management Llc 49
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 49
Arlington Trust Co LLC 49
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 49
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 49
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 49
NinePointTwo Capital 49
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 49
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 49
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 49
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 49
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 49
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 49
Hel Ved Capital Management Ltd 49
V-Square Quantitative Management LLC 49
Trellus Management Company, LLC 48
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 48
Farallon Capital Management Llc 48
Lee Capital Holdings LLC 48
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 48
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 48
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 48
Argent Trust Co 48
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 48
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 48
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 48
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 48
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 48
HBK Sorce Advisory LLC 48
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 48
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 48
Eaton Vance Senior Floating Rate Trust 48
Axxcess Wealth Management, Llc 48
Primecap Management Co/ca/ 48
Warren Averett Asset Management, LLC 48
Clearview Wealth Advisors LLC 48
Campbell Multi-strategy Trust 48
VEGN - ETF Series Solutions - US Vegan Climate ETF 48
III Capital Management 48
Integrated Investment Consultants, LLC 48
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 48
WUSAX - WANGER ADVISORS TRUST - Wanger USA 48
Pinnacle Bancorp, Inc. 48
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 48
Sit Investment Associates Inc 48
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 48
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 48
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 48
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 48
Kingsview Wealth Management, LLC 48
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 48
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 48
Minichmacgregor Wealth Management, Llc 48
Premier Fund Managers Ltd 48
Verdence Capital Advisors LLC 48
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 48
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 48
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 48
Annapolis Financial Services, LLC 48
Rockbridge Investment Management, LCC 48
Lecap Asset Management Ltd 48
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 48
Placemark Investments, Inc. 48
Tyler-Stone Wealth Management 48
Rakuten Investment Management, Inc. 48
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 48
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 48
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 48
Hitchwood Capital Management LP 48
Six Circles Trust - Six Circles Credit Opportunities Fund 48
Adirondack Trust Co 48
TD Capital Management LLC 48
Joel Isaacson & Co., LLC 48
Usca Ria Llc 48
Union Bancaire Privee, UBP SA 48
Zions Bancorporation, National Association /ut/ 48
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 48
Regentatlantic Capital Llc 48
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 48
Advisor Partners Ii, Llc 48
Metis Global Partners, LLC 48
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 48
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 48
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 48
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 48
Laurel Wealth Advisors LLC 48
Old Mutual Customised Solutions (proprietary) Ltd 48
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 48
Impact Partnership Wealth, LLC 48
Eaton Vance Floating-rate Income Trust 47
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 47
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 47
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 47
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 47
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 47
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 47
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 47
Childress Capital Advisors, Llc 47
Ofi Invest Asset Management 47
Wesbanco Bank Inc 47
Thrax Management, LLC 47
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 47
Renaissance Capital LLC 47
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 47
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 47
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 47
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 47
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 47
LGT Fund Management Co Ltd. 47
Vinva Investment Management Ltd 47
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 47
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 47
Semanteon Capital Management, LP 47
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 47
Brant Point Investment Management Llc 47
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 47
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 47
Ashford Capital Management Inc 47
Cornerstone Wealth Management, LLC 47
Viking Global Investors Lp 47
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 47
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 47
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 47
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 47
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 47
Silvant Capital Management LLC 47
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 47
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 47
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 47
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 47
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 47
Banco BTG Pactual S.A. 47
James Investment Research Inc 47
Mbb Public Markets I Llc 47
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 47
Rothschild Asset Management Inc 47
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 47
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 47
RFP Financial Group LLC 47
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 47
Spot Trading L.l.c. 47
Dorsey & Whitney Trust CO LLC 47
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 47
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 47
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 47
Clare Market Investments LLC 47
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 47
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 47
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 47
Ausdal Financial Partners, Inc. 47
Diversify Advisory Services, LLC 47
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 47
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 47
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 47
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 47
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 47
Fortis Capital Management LLC 47
Cornerstone Advisory, LLC 47
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 47
Engrave Wealth Partners LLC 47
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 47
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 47
Timber Hill LLC 47
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 47
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 47
Atwood & Palmer Inc 47
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 47
Legacy Financial Advisors, Inc. 47
CLARET ASSET MANAGEMENT Corp 46
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 46
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 46
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 46
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 46
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 46
Ramius Advisors Llc 46
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 46
Kellner Capital, LLC 46
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 46
Alambic Investment Management, L.P. 46
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 46
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 46
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 46
Twin Capital Management Inc 46
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 46
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 46
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 46
Psagot Investment House Ltd. 46
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 46
Rathbone Brothers plc 46
AtonRa Partners 46
Redwood Wealth Management Group, LLC 46
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 46
Honeycomb Asset Management LP 46
Addison Advisors LLC 46
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 46
First Foundation Advisors 46
Nuveen Short Duration Credit Opportunities Fund 46
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 46
Oddo Bhf Asset Management Sas 46
Flinton Capital Management LLC 46
Jag Capital Management, Llc 46
Mazama Capital Management Inc 46
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 46
Interval Partners, LP 46
First Capital Advisors Group, LLC. 46
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 46
Kcl Capital, L.p. 46
Absolute Return Capital, LLC 46
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 46
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 46
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 46
Handelsinvest Investeringsforvaltning 46
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 46
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 46
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 46
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 46
Strategic Wealth Partners, Ltd. 46
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 46
LGT Financial Advisors LLC 46
Columbia Seligman Premium Technology Growth Fund, Inc. 46
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 46
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 46
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 46
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 46
Deerfield Management Company, L.p. (series C) 46
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 46
Invenomic Capital Management LP 46
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 46
Eaton Vance Senior Income Trust 46
Spouting Rock Asset Management, LLC 46
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 46
Nachman Norwood & Parrott, Inc 46
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 46
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 46
Sender Co & Partners, Inc. 45
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 45
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 45
Symmetry Investments LP 45
NorthCrest Asset Manangement, LLC 45
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 45
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 45
Wealthfront Inc 45
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 45
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 45
Berylson Capital Partners, Llc 45
Nuveen Credit Strategies Income Fund 45
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 45
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 45
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 45
AlphaOne Investment Services, LLC 45
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 45
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 45
Jump Trading, LLC 45
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 45
Nuveen Floating Rate Income Opportunity Fund 45
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 45
Siemens Fonds Invest GmbH 45
Nuveen Senior Income Fund 45
Bluestein R H & Co 45
Degroof Petercam Asset Management 45
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 45
Calton & Associates, Inc. 45
Dogwood Wealth Management LLC 45
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 45
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 45
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 45
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 45
Destination Wealth Management 45
Clean Yield Group 45
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 45
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 45
DSAM Partners (London) Ltd 45
BFOR - ALPS ETF Trust - Barron's 400 ETF 45
Avitas Wealth Management LLC 45
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 45
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 45
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 45
Arete Wealth Advisors, LLC 45
AXS Investments LLC 45
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 45
Exos Asset Management LLC 45
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 45
First Pacific Advisors, LP 45
Athos Capital Ltd 45
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 45
Concurrent Investment Advisors, LLC 45
ICONIQ Capital, LLC 45
Needham Investment Management Llc 45
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 45
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 45
Riverbridge Partners Llc 45
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 45
Retirement Planning Co of New England, Inc. 45
Virtue Capital Management, LLC 45
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 45
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 45
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 45
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 45
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 45
Polen Capital Management Llc 45
Fulton Bank, N.a. 45
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 45
Integrated Advisors Network LLC 45
Carnegie Capital Asset Management, LLC 45
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 45
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 45
Country Trust Bank 45
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 45
Zions Bancorporation 45
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 45
Selective Wealth Management, Inc. 45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 45
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 45
Cheyne Capital Management (UK) LLP 45
BBVA USA Bancshares, Inc. 45
Lloyd Advisory Services, LLC. 45
Fortress Investment Group LLC 44
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 44
Clear Harbor Asset Management, LLC 44
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 44
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 44
Ion Asset Management Ltd. 44
Rice Hall James & Associates, Llc 44
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 44
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 44
Redwood Investment Management, Llc 44
IMA Wealth, Inc. 44
Icon Wealth Advisors, LLC 44
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 44
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 44
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 44
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 44
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 44
V Wealth Advisors LLC 44
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 44
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 44
Financial Enhancement Group LLC 44
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 44
Circle Wealth Management, LLC 44
PointState Capital LP 44
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 44
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 44
Meridian Wealth Management, LLC 44
Berkshire Capital Holdings Inc 44
Byrne Asset Management LLC 44
Smith Group Asset Management, LLC 44
Geneva Advisors, LLC 44
Centerpoint Advisors, LLC 44
J. Safra Sarasin Holding AG 44
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 44
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 44
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 44
Operose Advisors LLC 44
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 44
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 44
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 44
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 44
Crestwood Advisors Group LLC 44
One Wealth Advisors, LLC 44
Quilter Plc 44
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 44
Buckingham Strategic Wealth, Llc 44
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 44
AIQ - Global X Funds - Global X Future Analytics Tech ETF 44
Sona Asset Management (us) Llc 44
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 44
AQGNX - AQR Funds - AQR Global Equity Fund Class N 44
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 44
Thoroughbred Financial Services, Llc 44
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 44
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 44
Mckinley Capital Management Llc /delaware 44
Tygh Capital Management, Inc. 44
St Germain D J Co Inc 44
Foundations Investment Advisors, LLC 44
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 44
Harvest Investment Services, LLC 44
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 44
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 44
25 Llc 44
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 44
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 44
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 44
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 43
Hilltop National Bank 43
M&G Plc 43
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 43
Calvert Investment Management, Inc. 43
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 43
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 43
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 43
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 43
Arden Trust Co 43
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 43
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 43
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 43
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 43
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 43
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 43
Voya Senior Income Fund 43
Horrell Capital Management, Inc. 43
VisionPoint Advisory Group, LLC 43
Kingdon Capital Management, L.l.c. 43
Claymore Exchange-traded Fund Trust 43
Personal Capital Advisors Corp 43
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 43
Avalon Advisors, Llc 43
HighVista Strategies LLC 43
GraniteShares Advisors LLC 43
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 43
NorthCoast Asset Management LLC 43
Ahrens Investment Partners LLC 43
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 43
Armstrong Advisory Group, Inc 43
Camarda Financial Advisors, LLC 43
MMCAP International Inc. SPC 43
Wedmont Private Capital 43
VGLSX - VALIC Co I - Global Strategy Fund 43
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 43
Cribstone Capital Management, LLC 43
Oakbrook Investments Llc 43
American National Bank 43
Blackrock Floating Rate Income Trust 43
Sageworth Trust Co 43
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 43
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 43
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 43
Aptus Capital Advisors, LLC 43
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 43
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 43
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 43
Chilton Capital Management Llc 43
Sierra Capital LLC 43
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 43
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 43
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 43
EverPoint Asset Management, LLC 43
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 43
Ziegler Capital Management, LLC 43
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 43
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 43
Temasek Holdings (Private) Ltd 43
Turtle Creek Wealth Advisors, LLC 43
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 43
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 43
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 43
361 Capital Llc 43
Intrust Bank Na 43
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 43
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 43
SFY - Tidal ETF Trust - SoFi Select 500 ETF 43
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 43
Six Circles Trust - Six Circles Global Bond Fund 43
DecisionPoint Financial, LLC 43
IWFH - iSHARES TRUST - iShares Virtual Work and Life Multisector ETF 43
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 43
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 43
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 42
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 42
Kodai Capital Management LP 42
Manchester Financial Inc 42
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 42
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 42
First Bank & Trust 42
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 42
Murphy & Mullick Capital Management Corp 42
Blackrock Floating Rate Income Strategies Fund, Inc. 42
Mascoma Wealth Management LLC 42
Bruce G. Allen Investments, LLC 42
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 42
DT Investment Partners, LLC 42
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 42
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 42
Chiron Investment Management, LLC 42
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 42
YHB Investment Advisors, Inc. 42
First Command Advisory Services, Inc. 42
Spearhead Capital Advisors, Llc 42
CNB Bank 42
CWA Asset Management Group, LLC 42
Strengthening Families & Communities, LLC 42
Advisory Alpha, LLC 42
180 Wealth Advisors, Llc 42
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 42
Sycomore Asset Management 42
Sage Mountain Advisors LLC 42
Hennessy Advisors Inc 42
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 42
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 42
Vanguard Whitehall Funds 42
Harwood Advisory Group, LLC 42
Webster Bank, N. A. 42
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 42
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 42
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 42
Aperture Investors, LLC 42
Lansforsakringar Fondforvaltning AB (publ) 42
Verus Capital Partners, Llc 42
Truewealth Llc 42
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 42
Nwam Llc 42
Washington Trust Bank 42
ACG Wealth 42
Transcend Wealth Collective, Llc 42
Park West Asset Management LLC 42
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 42
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 42
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 42
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 42
Meteora Capital, LLC 42
Wealthcare Capital Management Llc 42
Fort, L.p. 42
Sanctuary Wealth Advisors, LLC 42
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 42
Nemes Rush Group LLC 42
Oakworth Capital, Inc. 42
Cherry Tree Wealth Management, LLC 42
Varma Mutual Pension Insurance Co 42
Wealth Alliance 42
Clough Global Opportunities Fund 42
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 42
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 42
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 42
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 42
Sepio Capital, LP 42
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 42
Advisors Preferred, LLC 42
Total Investment Management Inc 42
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 42
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 42
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 42
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 42
Chicago Capital Management, LLC 42
Allstate Investment Management Co 42
I.g. Investment Management, Ltd. 42
Duncker Streett & Co Inc 42
Mission Creek Capital Partners, Inc. 42
Invictus RG Pte. Ltd. 42
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 42
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 42
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 42
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 42
Almanack Investment Partners, LLC. 42
Capital Advisory Group Advisory Services, LLC 41
First New York Securities Llc /ny 41
FundVantage Trust - Verplanck Balanced Fund 41
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 41
Gladius Capital Management LP 41
Harber Asset Management Llc 41
Morse Asset Management, Inc 41
Ceera Investments, Llc 41
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 41
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 41
Telemark Asset Management, LLC 41
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 41
Industrial Alliance Investment Management Inc. 41
Gryphon Financial Partners LLC 41
RMR Wealth Builders 41
Analytic Investors, LLC 41
Absolute Capital Management, LLC 41
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 41
Buckingham Strategic Partners 41
Empire Capital Management, L.L.C. 41
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 41
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 41
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 41
Peregrine Asset Advisers, Inc. 41
Prosperity Wealth Management, Inc. 41
Frank, Rimerman Advisors LLC 41
Global Endowment Management, LP 41
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 41
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 41
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 41
O'Dell Group, LLC 41
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 41
Sheaff Brock Investment Advisors, LLC 41
LGT Group Foundation 41
Romano Brothers And Company 41
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 41
Jump Trading, Llc 41
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 41
Amplify ETF Trust - Amplify AI Powered Equity ETF 41
Pacifica Partners Inc. 41
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 41
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 41
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 41
Miracle Mile Advisors, LLC 41
Angelo Gordon & Co., L.p. 41
Corient Capital Partners, LLC 41
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 41
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 41
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 41
ASR Vermogensbeheer N.V. 41
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 41
MIG Capital, LLC 41
AdvisorShares Investments LLC 41
Columbia Wanger Asset Management Llc 41
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 41
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 41
Aspire Private Capital, LLC 41
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 41
Dynamic Technology Lab Pte Ltd 41
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF 41
Wagner Wealth Management, Llc 41
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 41
Pinnacle Financial Partners Inc 41
BlackRock Innovation & Growth Trust 41
Rosenberg Matthew Hamilton 41
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 41
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 41
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 41
Trust Point Inc. 41
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 41
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 41
SG Capital Management LLC 41
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 41
Equitable Holdings, Inc. 41
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 41
Delta Lloyd Nv 41
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 41
Governors Lane LP 41
Blackrock Credit Allocation Income Trust 41
Weaver Consulting Group 41
Squar Milner Financial Services Llc 41
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 41
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 41
Insight Holdings Group, LLC 41
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 41
Rossby Financial, LCC 41
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 41
Scout Investments, Inc. 41
Integrated Quantitative Investments LLC 40
Mosaic Family Wealth, LLC 40
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 40
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 40
Senvest Management, LLC 40
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 40
Oarsman Capital, Inc. 40
Raiffeisen Bank International AG 40
Fosun International Ltd 40
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 40
Stony Point Capital LLC 40
Luxor Capital Group, LP 40
Df Dent & Co Inc 40
Camden Capital, LLC 40
SkyOak Wealth, LLC 40
Elite Wealth Management, Inc. 40
West Oak Capital, LLC 40
Parisi Gray Wealth Management 40
Garde Capital, Inc. 40
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 40
Perkins Coie Trust Co 40
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 40
Hazlett, Burt & Watson, Inc. 40
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 40
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 40
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 40
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 40
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 40
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 40
Syon Capital Llc 40
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 40
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 40
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 40
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 40
Conestoga Capital Advisors, LLC 40
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 40
BlackRock ESG Capital Allocation Trust 40
Orion Capital Management LLC 40
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 40
Engle Capital Management, L.P. 40
Meiji Yasuda Life Insurance Co 40
Advantage Investment Management, Llc 40
Jpmorgan Trust Iii 40
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 40
Ogorek Anthony Joseph /ny/ /adv 40
EVNT - AltShares Trust - AltShares Event-Driven ETF 40
Mitsubishi UFJ Securities Holdings Co., Ltd. 40
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 40
Santa Fe Partners LLC 40
Fidelis Capital Partners, LLC 40
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 40
Global Wealth Strategies & Associates 40
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 40
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 40
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 40
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 40
Bank Of Hawaii 40
Capital Bank & Trust Co 40
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 40
Mesirow Financial Investment Management, Inc. 40
Mycio Wealth Partners, Llc 40
Lynrock Lake LP 40
Fort Baker Capital Management LP 40
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 40
NorthRock Partners, LLC 40
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 40
Invesco Senior Loan Fund 40
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 40
Solstein Capital, LLC 40
Kings Point Capital Management 40
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 40
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 40
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 40
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 40
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 40
Clarius Group, LLC 40
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 40
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 40
Creekmur Asset Management LLC 40
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 40
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 40
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 40
Meritage Portfolio Management 40
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 40
Accel Wealth Management 40
Apriem Advisors 40
Barometer Capital Management Inc. 40
TCG Advisory Services, LLC 40
Gateway Investment Advisers Llc 40
Dorsal Capital Management, LLC 40
Shapiro Robert N 40
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 40
EFG Asset Management (North America) Corp. 40
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 40
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 40
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 40
E Fund Management Co., Ltd. 40
Baker Tilly Financial, Llc 40
Executive Wealth Management, LLC 40
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 40
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 40
Nuveen Multi-Asset Income Fund 40
Tiedemann Advisors, Llc 40
Deltec Asset Management Llc 40
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 40
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 40
Garelick Capital Partners, LP 40
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 40
MSS Series Trust - One Rock Fund 39
Clough Global Equity Fund 39
PENN SERIES FUNDS INC - Large Growth Stock Fund 39
Bryce Point Capital, LLC 39
Harbert Fund Advisors, Inc. 39
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 39
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 39
Moody Aldrich Partners Llc 39
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 39
Polianta Ltd 39
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 39
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 39
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 39
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 39
Capital International Inc /ca/ 39
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 39
PWS - Pacer Funds Trust - Pacer WealthShield ETF 39
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 39
Wealthbridge Capital Management, Llc 39
Mizuho Securities Co. Ltd. 39
CQS Cayman LP 39
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 39
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 39
Knight Capital Group, Inc. 39
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 39
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 39
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 39
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 39
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 39
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 39
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 39
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 39
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 39
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 39
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 39
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 39
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 39
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 39
Privium Fund Management (UK) Ltd 39
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 39
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 39
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 39
Cna Financial Corp 39
Delos Wealth Advisors, LLC 39
Hunt Lane Capital LP 39
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 39
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 39
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 39
Exencial Wealth Advisors, Llc 39
Coastal Capital Group, Inc. 39
Filbrandt Wealth Management, LLC 39
Tuscan Ridge Asset Management Llc 39
Nkcfo Llc 39
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 39
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 39
Personal Cfo Solutions, Llc 39
Insight Capital Research & Management Inc 39
HGC Investment Management Inc. 39
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 39
Dixon Hughes Goodman Wealth Advisors LLC 39
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 39
GFG Capital, LLC 39
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 39
West Branch Capital LLC 39
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF 39
IPG Investment Advisors LLC 39
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 39
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 39
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 39
Bfsg, Llc 39
Laffer Investments 39
Fairfield, Bush & Co. 39
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 39
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 39
Fiduciary Alliance LLC 39
Clear Creek Financial Management, LLC 39
Amplius Wealth Advisors, LLC 39
Ruggie Capital Group 39
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 39
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 39
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 39
LM Advisors LLC 39
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 39
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 39
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 39
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 39
Gabelli Dividend & Income Trust 39
Coronation Fund Managers Ltd. 39
Gen-Wealth Partners Inc 39
Credential Qtrade Securities Inc. 39
Steadfast Capital Management Lp 39
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 39
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 39
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 39
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 39
Values First Advisors, Inc. 39
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 39
Central Asset Investments & Management Holdings (HK) Ltd 39
City Holding Co 39
Icapital Wealth Llc 38
Indaba Capital Management, L.P. 38
Zazove Associates Llc 38
Quantessence Capital LLC 38
Stonebridge Financial Group, LLC 38
Heck Capital Advisors, LLC 38
Avanza Fonder AB 38
Lone Pine Capital Llc 38
Sands Capital Management, Llc 38
Lmcg Investments, Llc 38
Painted Porch Advisors LLC 38
PFM Health Sciences, LP 38
Passport Capital, LLC 38
Brown, Lisle/cummings, Inc. 38
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 38
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF 38
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 38
Folger Hill Asset Management LP 38
Unique Wealth Strategies, LLC 38
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 38
Knollwood Investment Advisory, LLC 38
Lenox Wealth Management, Inc. 38
Greenwood Capital Associates Llc 38
Hodges Capital Management Inc. 38
FUKOKU MUTUAL LIFE INSURANCE Co 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 38
Authentikos Wealth Advisory, LLC 38
Roble, Belko & Company, Inc 38
Formidable Asset Management, LLC 38
Community Bank, N.A. 38
D'Orazio & Associates, Inc. 38
APG Asset Management US Inc. 38
STRV - EA Series Trust - Strive 500 ETF 38
Headinvest, Llc 38
Corbenic Partners LLC 38
CastleKnight Management LP 38
Putnam Fl Investment Management Co 38
Ranger Investment Management, L.P. 38
Carmel Capital Partners, LLC 38
Maxi Investments CY Ltd 38
Cim, Llc 38
Alpha Windward Llc 38
First Financial Corp /in/ 38
First PREMIER Bank 38
VVSGX - VALIC Co I - Small Cap Growth Fund 38
Logan Capital Management Inc 38
Altimeter Capital Management, LP 38
Integrated Wealth Management 38
New York Life Investments Alternatives 38
Blume Capital Management, Inc. 38
Summit Creek Advisors LLC 38
Andar Capital Management HK Ltd 38
Black Swift Group, LLC 38
High Note Wealth, LLC 38
Bnc Wealth Management, Llc 38
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF 38
Cavalier Investments, LLC 38
Institute for Wealth Management, LLC. 38
Tlp Group Llc 38
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 38
Partners Group Holding AG 38
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 38
Wealth Quarterback LLC 38
N.E.W. Advisory Services LLC 38
Anfield Capital Management, LLC 38
Red Door Wealth Management, LLC 38
Adviser Investments LLC 38
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 38
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 38
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 38
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 38
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 38
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 38
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 38
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 38
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 38
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 38
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 38
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 38
Pnc Funds 38
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 38
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 38
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 38
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 38
Eaton Vance Short Duration Diversified Income Fund 38
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 38
CPI - IndexIQ ETF Trust - IQ Real Return ETF 38
RGM Capital, LLC 38
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 38
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 38
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 38
Signition Lp 38
MANA Advisors LLC 38
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 38
Marino, Stram & Associates Llc 38
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 38
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 38
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 38
Eminence Capital, Lp 38
Salomon & Ludwin, LLC 38
D1 Capital Partners L.P. 38
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 38
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 38
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 38
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 38
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 38
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 38
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 38
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 38
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 38
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 37
Mission Wealth Management, Lp 37
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 37
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 37
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 37
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 37
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 37
Cqs (us), Llc 37
Pembroke Management, LTD 37
EHP Funds Inc. 37
Hound Partners, LLC 37
Lebenthal Asset Management, LLC 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 37
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 37
Polymer Capital Management (HK) LTD 37
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 37
Bel Air Investment Advisors Llc 37
Kerrisdale Advisers, LLC 37
Gabelli Equity Trust Inc 37
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 37
Karani Asset Management LLC 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 37
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 37
Allianz Se 37
Kentucky Retirement Systems Insurance Trust Fund 37
Triasima Portfolio Management inc. 37
Cypress Capital Management LLC (WY) 37
Next Capital Management LLC 37
Vivaldi Capital Management, LLC 37
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 37
Thematics Asset Management 37
Ellis Investment Partners, LLC 37
Strategic Investment Solutions, Inc. /IL 37
Moran Wealth Management, LLC 37
OneAscent Financial Services LLC 37
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 37
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 37
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 37
Highlander Capital Management, LLC 37
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 37
Lsv Asset Management 37
Nokota Management, LP 37
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 37
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 37
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 37
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 37
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 37
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 37
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 37
Invesco Senior Income Trust 37
Evermay Wealth Management Llc 37
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 37
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 37
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 37
Mediolanum International Funds Ltd 37
Haafor (Singapore) Pte. Ltd. 37
Retirement Group, LLC 37
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 37
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 37
Kentucky Retirement Systems 37
Linden Thomas Advisory Services, LLC 37
Espalier Global Management LLC 37
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 37
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 37
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 37
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 37
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 37
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 37
Brandywine Managers, Llc 37
Savior LLC 37
Syquant Capital Sas 37
Castle Rock Wealth Management, LLC 37
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 37
Granite Point Capital Management, L.P. 37
Caldwell Securities, Inc 37
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 37
Horan Securities, Inc. 37
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 37
Sand Grove Capital Management LLP 37
Fortis Advisors, LLC 37
Krs Capital Management, Llc 37
PSI Advisors, LLC 37
REAP Financial Group, LLC 37
Financial Counselors Inc 37
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 37
Tributary Capital Management, LLC 37
Banco de Sabadell, S.A 37
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 37
683 Capital Management, LLC 37
Castle Hook Partners LP 37
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 37
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 37
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 37
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 37
Canton Hathaway, LLC 37
North Fourth Asset Management, LP 37
Mcdonald Partners Llc 37
Change Path, LLC 37
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 37
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 37
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 36
Gratus Capital LLC 36
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 36
Sandia Investment Management LP 36
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 36
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 36
ORG Wealth Partners, LLC 36
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 36
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 36
Partner Investment Management, L.P. 36
First National Bank Of Omaha 36
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 36
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 36
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 36
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 36
Slow Capital, Inc. 36
Amerivest Investment Management LLC 36
Virtus Alternative Investment Advisers, Inc. 36
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 36
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 36
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 36
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 36
Morgens Waterfall Vintiadis & Co Inc 36
Frazier Financial Advisors, LLC 36
Pfs Investments Inc. 36
Dunhill Financial, LLC 36
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 36
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 36
Aberdeen Asset Management Plc/uk 36
New England Research & Management, Inc. 36
Stratos Wealth Advisors, LLC 36
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 36
Arabesque Asset Management Ltd 36
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 36
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 36
Samson Rock Capital LLP 36
PGGM Investments 36
Guggenheim Strategic Opportunities Fund 36
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF 36
Geneva Capital Management Llc 36
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 36
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 36
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 36
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 36
Bbva Usa 36
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 36
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 36
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 36
Alphasimplex Group, Llc 36
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 36
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 36
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 36
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 36
Marsico Capital Management Llc 36
South Dakota Investment Council 36
Royce Micro-cap Trust, Inc /md/ 36
Millrace Asset Group, Inc. 36
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 36
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 36
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 36
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 36
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 36
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 36
Resources Management Corp /ct/ /adv 36
CLOD - Themes ETF Trust - Themes Cloud Computing ETF 36
Golden State Equity Partners 36
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 36
Pineridge Advisors LLC 36
Cramer Rosenthal Mcglynn Llc 36
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 36
Atreides Management, LP 36
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 36
Xtx Markets Llc 36
Dfpg Investments, Llc 36
PharVision Advisers, LLC 36
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 36
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 36
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 36
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 36
CCMG - EA Series Trust - CCM Global Equity ETF 36
AIA Investment Management Private Ltd 36
Kim, Llc 36
Laurel Wealth Advisors, Inc. 36
Sig Brokerage, Lp 36
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 36
Saudi Central Bank 36
BlueMar Capital Management, LLC 36
Parnassus Investments /ca 36
BRACX - Blackrock Allocation Target Shares - Bats Series C 36
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 36
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 36
Capitolis Advisors LLC 36
Underlying Funds Trust 36
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 36
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 36
Capital Guardian Trust Co 36
Norinchukin Bank, The 36
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 36
RVRB - ADVISORS SERIES TRUST - Reverb ETF 36
Stonnington Group, Llc 36
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 36
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 36
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 36
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 36
STFBX - Advisers Investment Trust - State Farm Balanced Fund 36
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 36
TCTC Holdings, LLC 36
Criterion Capital Management Llc 36
Moody Lynn & Lieberson, Llc 36
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 36
Insigneo Advisory Services, Llc 36
Gupta Wealth Management LLC 36
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 36
Matrix Capital Management Company, LP 36
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 36
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 36
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 36
Cowen Prime Services LLC 35
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 35
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 35
AustralianSuper Pty Ltd 35
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 35
Stone House Investment Management, LLC 35
Karpus Management, Inc. 35
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 35
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 35
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 35
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 35
Exos TFP Holdings LLC 35
CBIZ Investment Advisory Services, LLC 35
APBAX - Cavanal Hill Funds - Active Core Fund Investor 35
Brewin Dolphin Wealth Management Ltd 35
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 35
NuWave Investment Management, LLC 35
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 35
Sora Investors Llc 35
Schonfeld Group Holdings LLC 35
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 35
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 35
SevenBridge Financial Group, LLC 35
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 35
Bnp Paribas 35
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 35
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 35
NWK Group, Inc. 35
BOK Financial Private Wealth, Inc. 35
Silicon Valley Capital Partners 35
Teamwork Financial Advisors, LLC 35
S. Muoio & Co. Llc 35
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 35
Triumph Capital Management 35
Sentry Investment Management Llc 35
Freemont Management S.A. 35
University Of Texas/texas Am Investment Managment Co 35
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 35
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 35
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 35
JT Stratford LLC 35
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 35
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 35
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 35
American National Insurance Co /tx/ 35
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 35
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 35
GoalVest Advisory LLC 35
Pinkerton Retirement Specialists, LLC 35
Vestor Capital, Llc 35
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 35
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 35
Zurich Insurance Group Ltd/FI 35
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 35
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 35
China Universal Asset Management Co., Ltd. 35
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 35
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 35
WealthStone, Inc. 35
Griffin Asset Management, Inc. 35
Fifth Third Wealth Advisors LLC 35
Bloom Tree Partners, Llc 35
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 35
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 35
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 35
Jackson Square Partners, LLC 35
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 35
Close Asset Management Ltd 35
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 35
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 35
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 35
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 35
Eisler Capital Management Ltd. 35
Main Management ETF Advisors, LLC 35
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 35
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class 35
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 35
Cantab Capital Partners LLP 35
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 35
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 35
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 35
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 35
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 35
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 35
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 35
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 35
Ledyard National Bank 35
Junto Capital Management LP 35
Altfest L J & Co Inc 35
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 35
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 35
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 35
Cfm Wealth Partners Llc 35
Binnacle Investments Inc 35
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 35
Bear Mountain Capital, Inc. 35
Wrapmanager Inc 35
EA Series Trust 35
Caitlin John, LLC 35
Charter Oak Capital Management, LLC 35
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 35
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 35
Vantage Investment Advisors, LLC 35
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 35
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 35
Reuter James Wealth Management, Llc 35
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 35
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 35
Gofen & Glossberg Llc /il/ 35
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity 35
MBOVX - M FUND INC - M Large Cap Value Fund 34
Fifth Lane Capital, Lp 34
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 34
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 34
McGlone Suttner Wealth Management, Inc. 34
BW Gestao de Investimentos Ltda. 34
SpiderRock Trading LLC 34
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 34
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 34
Winnow Wealth Llc 34
Groupe la Francaise 34
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 34
Sante Capital Fund, LP 34
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 34
BBT Capital Management, LLC 34
Dubuque Bank & Trust Co 34
Scalar Gauge Management, Llc 34
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 34
New England Securities Corp /MA/ 34
Bienville Capital Management, LLC 34
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 34
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 34
Cm Wealth Advisors Llc 34
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 34
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 34
Partnervest Advisory Services LLC 34
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 34
City State Bank 34
Baron Silver Stevens Financial Advisors, Llc 34
Pensionmark Financial Group, Llc 34
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 34
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 34
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 34
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 34
Gagnon Securities Llc 34
Hartford Financial Management Inc. 34
Seaport Global Advisors, LLC 34
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 34
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 34
Provenire Capital, LLC 34
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 34
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A 34
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 34
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 34
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 34
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 34
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 34
Triad Wealth Partners, LLC 34
Coppell Advisory Solutions Corp. 34
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 34
Scarborough Advisors, LLC 34
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 34
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 34
Hartford Series Fund Inc 34
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 34
Hallmark Capital Management Inc 34
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 34
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 34
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 34
Friedenthal Financial 34
Knowledge Leaders Capital, LLC 34
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 34
Western Wealth Management, LLC 34
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 34
Diversify Wealth Management, Llc 34
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 34
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 34
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 34
EMC Capital Management 34
Baltimore-Washington Financial Advisors, Inc. 34
West Family Investments, Inc. 34
1620 Investment Advisors, Inc. 34
STXM - EA Series Trust - Strive Mid-Cap ETF 34
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 34
Sage Rock Capital Management LP 34
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 34
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 34
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 34
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 34
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 34
Landsberg, Bennett, & Dubbaneh LLC 34
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 34
One68 Global Capital, LLC 34
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 34
Oak Associates Ltd /oh/ 34
Atlas Private Wealth Advisors 34
Grandview Asset Management LLC 34
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 34
Dai-ichi Life Holdings, Inc. 34
Baird Robert W & Co Inc /wi/ 34
Provenance Wealth Advisors, LLC 34
WMS Partners, LLC 34
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 34
Alpine Woods Capital Investors, Llc 34
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 33
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 33
Redhawk Wealth Advisors, Inc. 33
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 33
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 33
Geduld E E 33
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 33
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 33
Castle Wealth Management Llc 33
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 33
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 33
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 33
Chicago Capital, LLC 33
Fernwood Investment Management, LLC 33
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 33
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 33
Conning Inc. 33
Iron Horse Wealth Management, LLC 33
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 33
Generali Asset Management SPA SGR 33
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 33
Surevest, LLC 33
Arden Investment Series Trust 33
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 33
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 33
Americana Partners, LLC 33
Princeton Global Asset Management LLC 33
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 33
Eastern Bank 33
Burleson & Company, LLC 33
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 33
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 33
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 33
Trivest Advisors Ltd 33
Coe Capital Management, LLC 33
Hatteras Funds, LLC 33
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 33
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 33
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 33
First Pacific Financial 33
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 33
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 33
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 33
CloudAlpha Capital Management Limited/Hong Kong 33
Hardy Reed LLC 33
SRS Investment Management, LLC 33
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 33
Pensionfund DSM Netherlands 33
Barrett & Company, Inc. 33
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 33
Pacific Capital Wealth Advisors, Inc 33
Mill Creek Capital Advisors, LLC 33
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 33
Trifecta Capital Advisors, LLC 33
Advisors Capital Management, LLC 33
Spectrum Management Group, LLC 33
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 33
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 33
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 33
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 33
Sirios Capital Management L P 33
Green Arrow Capital Management Llc 33
CHICAGO TRUST Co NA 33
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 33
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 33
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 33
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 33
Havens Advisors Llc 33
Thomas J. Herzfeld Advisors, Inc. 33
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 33
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 33
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 33
HYLD - Exchange Listed Funds Trust - High Yield ETF 33
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 33
VCSMX - VALIC Co I - Small Cap Fund 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 33
Paradigm Financial Partners, Llc 33
Privium Fund Management B.V. 33
Peapack Gladstone Financial Corp 33
Kessler Investment Group, LLC 33
Wade G W & Inc 33
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 33
Wbi Investments, Inc. 33
Flaharty Asset Management, LLC 33
MRGR - PROSHARES TRUST - ProShares Merger ETF 33
Glass Jacobson Investment Advisors llc 33
Cowen Investment Management LLC 33
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 33
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 33
New Jersey Better Educational Savings Trust 33
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 33
Nuveen Core Equity Alpha Fund 33
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 33
Sun Life Financial Inc 33
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 33
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 33
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio 33
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 33
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 33
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 33
Bellwether Investment Group, LLC 33
National Planning Corp 33
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 33
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 33
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 33
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 33
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 33
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 33
Hunting Hill Global Capital, LLC 33
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF 33
Alta Advisers Ltd 33
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 33
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 33
Central Bank & Trust Co 33
Systematic Financial Management Lp 33
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 33
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 33
Jackson, Grant Investment Advisers, Inc. 33
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 33
Chiron Capital Management, Llc 33
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 33
Sittner & Nelson, Llc 33
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 33
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 33
Magnus Financial Group LLC 33
J.Safra Asset Management Corp 33
Ovata Capital Management Ltd 32
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 32
Mason Street Advisors, Llc 32
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 32
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 32
Valued Wealth Advisors LLC 32
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 32
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 32
1st Global Advisors, Inc. 32
Aj Wealth Strategies, Llc 32
S Squared Technology, LLC 32
Precept Management LLC 32
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 32
Eaton Vance Floating-rate 2022 Target Term Trust 32
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 32
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 32
Harvest Capital Strategies LLC 32
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 32
Advisor OS, LLC 32
Coston, McIsaac & Partners 32
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 32
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 32
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 32
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 32
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 32
Ascent Group, LLC 32
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 32
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 32
Paragon Advisors, LLC 32
Bbr Partners, Llc 32
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 32
Wealthspring Capital LLC 32
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 32
Ameriflex Group, Inc. 32
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 32
StepStone Group LP 32
Fourth Dimension Wealth, LLC 32
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 32
Zullo Investment Group, Inc. 32
Nova Wealth Management, Inc. 32
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 32
CHURCHILL MANAGEMENT Corp 32
Core Alternative Capital 32
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 32
Alliance Wealth Advisors, LLC /UT 32
Wellington Shields Capital Management, LLC 32
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 32
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 32
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 32
Transce3nd, LLC 32
Polymer Capital Management (US) LLC 32
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 32
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 32
Clough Global Dividend & Income Fund 32
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 32
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 32
Patten Group, Inc. 32
Kemnay Advisory Services Inc. 32
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 32
Manning & Napier Advisors Llc 32
Decker Retirement Planning Inc. 32
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 32
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 32
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 32
Fortis Capital Advisors, LLC 32
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 32
MBEQX - M FUND INC - M International Equity Fund 32
Meeder Advisory Services, Inc. 32
CPSIX - Unified Series Trust - Fci Bond Fund 32
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 32
Legacy Wealth Managment, LLC/ID 32
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund 32
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 32
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 32
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 32
Vanguard Morgan Growth Fund 32
Global Trust Asset Management, LLC 32
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 32
Ironwood Financial, llc 32
Marex Group plc 32
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 32
RFG Advisory, LLC 32
Clark Capital Management Group, Inc. 32
Glg Llc 32
One Capital Management, LLC 32
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 32
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 32
Roubaix Capital, LLC 32
Platinum Investment Management Ltd 32
Waldron Private Wealth LLC 32
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 32
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF 32
Brown Advisory Securities, LLC 32
Polygon Management Ltd. 32
Financial Synergies Wealth Advisors, Inc. 32
Bain Capital Public Equity Management Ii, Llc 32
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 32
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 32
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 32
Goodman Advisory Group, LLC 32
Nalls Sherbakoff Group, Llc 32
Breakline Capital Llc 32
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 32
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 32
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 32
DGS Capital Management, LLC 32
Samalin Investment Counsel, LLC 32
Kingswood Wealth Advisors, Llc 32
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y 32
Flossbach Von Storch Ag 32
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 32
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 32
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 32
Trust Department Mb Financial Bank N A 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
Quest Investment Management Llc 32
Neuberger Berman Next Generation Connectivity Fund Inc. 32
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 32
Cooper Financial Group 32
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 31
Durable Capital Partners LP 31
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 31
Trustmark National Bank Trust Department 31
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 31
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 31
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 31
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 31
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 31
GGBFX - GuideStone Funds - Global Bond Fund Investor 31
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 31
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 31
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 31
Capital CS Group, LLC 31
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 31
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 31
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 31
PRW Wealth Management LLC 31
Hampton Road Capital Management LP 31
Ellsworth Advisors, LLC 31
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 31
Wetzel Investment Advisors, Inc. 31
Crow Point Partners, LLC 31
Capital Wealth Planning, LLC 31
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 31
NJ State Employees Deferred Compensation Plan 31
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 31
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 31
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 31
Cohanzick Management, Llc 31
Catalytic Wealth RIA, LLC 31
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 31
Sassicaia Capital Advisers Llc 31
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 31
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 31
Marquette Asset Management, LLC 31
Oppenheimer Quest For Value Funds 31
Pin Oak Investment Advisors Inc 31
PFG Investments, LLC 31
Winfield Associates, Inc. 31
Teton Westwood Funds 31
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF 31
Empower Advisory Group, LLC 31
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 31
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 31
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 31
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 31
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 31
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 31
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 31
Alexandria Capital, LLC 31
ISAM Funds (UK) Ltd 31
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 31
Aegon Asset Management Uk Plc 31
Northwest Investment Counselors, Llc 31
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 31
VSSGX - VALIC Co I - Small-Mid Growth Fund 31
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 31
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 31
GATEX - Gateway Trust - Gateway Fund Class A Shares 31
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 31
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 31
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 31
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 31
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 31
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 31
Astrantus Ltd 31
KADENSA CAPITAL Ltd 31
Absolute Investment Advisers Llc 31
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 31
Tybourne Capital Management (hk) Ltd 31
Evanson Asset Management, LLC 31
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 31
CTRU - Ark ETF Trust - ARK Transparency ETF 31
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 31
Brandywine Global Investment Management, LLC 31
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 31
Rockefeller Financial Services Inc 31
Melvin Capital Management LP 31
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 31
Strategic Wealth Advisors Group, LLC 31
Glaxis Capital Management, LLC 31
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 31
Syntal Capital Partners, LLC 31
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 31
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 31
Seizert Capital Partners, Llc 31
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 31
Clear Perspective Advisors, LLC 31
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 31
PENN SERIES FUNDS INC - Small Cap Growth Fund 31
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 31
Magee Thomson Investment Partners Llc 31
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 31
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 31
Mayflower Financial Advisors, LLC 31
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 31
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 31
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 31
Ami Asset Management Corp 31
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 31
AllSquare Wealth Management LLC 31
AlphaCore Capital LLC 31
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 31
Nations Financial Group Inc, /ia/ /adv 31
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 31
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 31
Proffitt & Goodson Inc 31
Tradeworx Inc. 31
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 31
Parcion Private Wealth LLC 31
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF 31
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 31
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 31
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 31
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 31
Lake Point Wealth Management 31
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 31
Zebra Capital Management LLC 31
Leuthold Group, Llc 30
HWG Holdings LP 30
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 30
Worth Asset Management, LLC 30
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 30
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 30
SWS Partners 30
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 30
Falcon Point Capital, Llc 30
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 30
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 30
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 30
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 30
Rheos Capital Works Inc. 30
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 30
George Kaiser Family Foundation 30
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 30
Omnia Family Wealth, LLC 30
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 30
Keel Point, LLC 30
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 30
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 30
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF 30
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 30
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 30
Ninety One UK Ltd 30
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 30
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 30
E Fund Management (Hong Kong) Co., Ltd. 30
Connectus Wealth, LLC 30
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 30
Legacy Investment Solutions, LLC 30
Limestone Investment Advisors LP 30
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 30
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 30
Venator Capital Management Ltd. 30
Pacitti Group Inc. 30
Halbert Hargrove Global Advisors, Llc 30
Williams Jones Wealth Management, LLC. 30
Capital One, National Association 30
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 30
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 30
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 30
Farringdon Capital, Ltd. 30
Legacy Wealth Asset Management, LLC 30
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 30
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 30
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 30
Keystone Investors Pte Ltd 30
Hawk Ridge Capital Management Lp 30
Oder Investment Management, LLC 30
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 30
CTC Alternative Strategies, Ltd. 30
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 30
Credit Industriel Et Commercial 30
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 30
San Luis Wealth Advisors LLC 30
Bank Hapoalim Bm 30
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 30
NatWest Group plc 30
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 30
Vetamer Capital Management, L.p. 30
Saturna Capital CORP 30
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 30
Safeguard Financial, LLC 30
Palogic Value Management, L.P. 30
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 30
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 30
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 30
Easterly Investment Partners Llc 30
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 30
Optas, LLC 30
Avidian Wealth Solutions, LLC 30
Boston Private Bank & Trust Co 30
1623 Capital LLC 30
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 30
Choate Investment Advisors 30
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 30
Quintet Private Bank (Europe) S.A. 30
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 30
BCJ Capital Management, LLC 30
Gf Fund Management Co. Ltd. 30
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 30
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 30
Bulldog Investors, LLP 30
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 30
NZS Capital, LLC 30
Independence Bank of Kentucky 30
Advantage Alpha Capital Partners LP 30
Wakefield Asset Management LLLP 30
Options Solutions, Llc 30
Bank of Jackson Hole Trust 30
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 30
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 30
Endurance Wealth Management, Inc. 30
Shellback Capital, LP 30
Okabena Investment Services Inc 30
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 30
Valmark Advisers, Inc. 30
Mid Atlantic Financial Management Inc/adv 30
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 30
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 30
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 30
Kavar Capital Partners, LLC 30
Brandywine Oak Private Wealth Llc 30
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 30
Kera Capital Partners, Inc. 30
Richardson Financial Services Inc. 30
Oasis Management Co Ltd. 30
Cabot Wealth Management Inc 30
Howard Hughes Medical Institute 30
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 30
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 30
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF 30
Platinum Management (NY) LLC 30
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 30
Praesidium Investment Management Company, LLC 30
Voisard Asset Management Group, Inc. 30
Hoey Investments, Inc 30
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 30
Shepherd Kaplan Krochuk, Llc 30
LVW Advisors, LLC 30
Aspect Partners, LLC 30
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 30
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 30
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 30
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 30
TradeLink Capital LLC 30
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 30
AOTG - EA Series Trust - AOT Growth and Innovation ETF 30
Partners Capital Investment Group, Llp 30
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 30
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 30
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 30
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 30
Carolina Wealth Advisors, LLC 30
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 30
Perennial Investment Advisors, LLC 30
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 30
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 30
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 30
Gilbert & Cook, Inc. 30
Miura Global Management, LLC 30
RPG Investment Advisory, LLC 30
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 30
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 30
World Equity Group, Inc. 30
Altus Wealth Group LLC 30
Vista Wealth Management Group, LLC 30
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 30
John Hancock Hedged Equity & Income Fund 30
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
Atw Spac Management Llc 30
Global X Japan Co., Ltd. 30
Trust For Advisor Solutions 30
Strategic Global Advisors, LLC 30
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 30
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 30
Livingston Group Asset Management CO (operating as Southport Capital Management) 30
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 30
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 30
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 30
Wilmington Funds Management Corp 29
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 29
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 29
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 29
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 29
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 29
SageView Advisory Group, LLC 29
Girard Partners Ltd. 29
Hanson & Doremus Investment Management 29
ICICI Prudential Asset Management Co Ltd 29
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 29
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 29
Park Square Financial Group, LLC 29
Junson Asset Management (Hong Kong) Ltd 29
JNL SERIES TRUST - JNL Bond Index Fund (I) 29
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 29
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 29
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 29
Fund Management at Engine No. 1 LLC 29
Maple Securities Usa Inc 29
Better Money Decisions, LLC 29
Oppenheimer Variable Account Funds 29
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 29
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 29
Southpoint Capital Advisors LP 29
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 29
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 29
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 29
Amica Mutual Insurance Co 29
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 29
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 29
First Interstate Bank 29
Nfj Investment Group, Llc 29
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 29
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 29
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 29
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 29
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 29
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 29
American Capital Management Inc 29
Gables Capital Management Inc. 29
Sivia Capital Partners, LLC 29
Vision Financial Markets Llc 29
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 29
Bellecapital International Ltd. 29
Bridges Investment Management Inc 29
First Command Financial Services, Inc. 29
MPS Loria Financial Planners, LLC 29
McAdam, LLC 29
First Command Bank 29
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 29
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 29
Inscription Capital, LLC 29
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 29
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 29
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 29
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 29
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 29
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 29
CLOU - Global X Funds - Global X Cloud Computing ETF 29
Colonial River Wealth Management, LLC 29
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 29
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 29
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 29
Marshall & Sterling Wealth Advisors Inc. 29
Kcm Investment Advisors Llc 29
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 29
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 29
Highstreet Asset Management Inc. 29
Resurgent Financial Advisors LLC 29
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 29
Northern Oak Wealth Management Inc 29
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 29
PrairieView Partners, LLC 29
Advisor Partners Llc 29
VCLO - Simplify Exchange Traded Funds - Simplify Volt Cloud and Cybersecurity Disruption ETF 29
Price Wealth Management, Inc. 29
Rainier Investment Management Llc 29
Rpo Llc 29
Keebeck Wealth Management, LLC 29
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 29
Hershey Trust Co 29
North Star Asset Management Inc 29
Crawford Fund Management, LLC 29
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 29
Balboa Wealth Partners 29
PAX Financial Group, LLC 29
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A 29
Vega Investment Solutions 29
Dnca Finance 29
Beck Capital Management, Llc 29
Summit X, LLC 29
Chase Investment Counsel Corp 29
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 29
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 29
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 29
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 29
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 29
Private Advisory Group LLC 29
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 29
M&r Capital Management Inc 29
Krane Funds Advisors LLC 29
FSA Wealth Management LLC 29
Left Brain Wealth Management, LLC 29
PENN SERIES FUNDS INC - Large Core Growth Fund 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 29
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 29
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 29
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 29
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 29
BOSS - Global X Funds - Global X Founder-Run Companies ETF 29
Curi Wealth Management, LLC 29
Ab Pooling Portfolios 29
De Burlo Group Inc 29
Cedar Wealth Management, LLC 29
Capital International Ltd /ca/ 29
Leverage Partners Absolute Return Fund SPC 29
Main Street Group, LTD 29
black-and-white Capital LP 29
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 29
DAT - PROSHARES TRUST - ProShares Big Data Refiners ETF 29
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 29
PFG Advisors 29
Westend Capital Management LLC 29
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 29
Third Point LLC 29
EJF Capital LLC 29
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 29
Cahill Financial Advisors Inc 29
F/M Investments LLC 29
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 29
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 29
SWAN Capital LLC 29
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 29
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 29
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 29
D L Carlson Investment Group Inc 29
Kanaly Trust Co 29
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 29
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 29
Ford Financial Group, LLC 29
Capital A Wealth Management, LLC 29
Collaborative Holdings Management LP 29
Ckw Financial Group 29
Sumitomo Life Insurance Co 29
Cordasco Financial Network 29
Boston Trust Walden Corp 28
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 28
Financial Freedom, LLC 28
Arrow Financial Corp 28
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 28
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 28
Synergy Financial Group, LTD 28
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 28
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 28
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 28
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 28
IXN - iSHARES TRUST - iShares Global Tech ETF 28
Tru Independence Asset Management 2, Llc 28
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 28
Coastal Bridge Advisors, LLC 28
Henrickson Nauta Wealth Advisors, Inc. 28
York Capital Management Global Advisors, LLC 28
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 28
Morton Brown Family Wealth, LLC 28
Future Financial Wealth Managment LLC 28
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 28
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 28
Farmers & Merchants Trust Co of Chambersburg PA 28
Naples Money Management LLC 28
Otter Creek Advisors, LLC 28
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 28
Lynx Investment Advisory 28
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 28
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 28
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A 28
Tower View Investment Management & Research LLC 28
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 28
Main Street Financial Solutions, LLC 28
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 28
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 28
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 28
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 28
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 28
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 28
Waterloo Capital, L.P. 28
Mark Asset Management Lp 28
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 28
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 28
Dsm Capital Partners Llc 28
Edge Advisors, Llc 28
Cannon Global Investment Management, LLC 28
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 28
Alken Asset Management Ltd. 28
Tortoise Index Solutions, LLC 28
Great Valley Advisor Group, Inc. 28
Firsthand Capital Management, Inc. 28
Mountain Capital Investment Advisors, Inc 28
Vectors Research Management, LLC 28
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 28
Gallacher Capital Management LLC 28
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 28
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 28
Balter Liquid Alternatives, LLC 28
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 28
Delta Investment Management, LLC 28
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 28
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 28
Menard Financial Group LLC 28
Aubrey Capital Management Ltd 28
Axiom Investment Management LLC 28
Certified Advisory Corp 28
Westover Capital Advisors, LLC 28
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 28
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 28
Cavalry Management Group, LLC 28
Man Investments Ltd 28
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 28
Marks Group Wealth Management, Inc 28
BluePath Capital Management, LLC 28
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 28
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 28
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 28
Mizuho Asset Management Co.,Ltd. 28
RBB FUND, INC. - Aquarius International Fund 28
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 28
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 28
Vaughan Nelson Investment Management, L.p. 28
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 28
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 28
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 28
Strategic Advisors LLC 28
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 28
qPULA Trading Management LP 28
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 28
Catalyst Private Wealth, Llc 28
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 28
SlateStone Wealth, LLC 28
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 28
Concorde Asset Management, LLC 28
Gluskin Sheff & Assoc Inc 28
Mizuho Markets Americas Llc 28
Intersect Capital LLC 28
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 28
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 28
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 28
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 28
Advisory Resource Group 28
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 28
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 28
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 28
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 28
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 28
Weil Company, Inc. 28
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 28
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares 28
IAG Wealth Partners, LLC 28
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 28
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 28
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 28
United Asset Strategies, Inc. 28
Parsons Capital Management Inc/ri 28
Cordatus Wealth Management LLC 28
Disciplined Growth Investors Inc /mn 28
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 28
South Texas Money Management Ltd 28
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 28
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 28
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 28
MFCPX - M FUND INC - M Capital Appreciation Fund 28
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 28
Precision Wealth Strategies, LLC 28
Frontier Wealth Management LLC 27
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 27
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 27
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 27
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 27
High Net Worth Advisory Group LLC 27
Investment House Llc 27
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 27
Retireful, LLC 27
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 27
Juncture Wealth Strategies, Llc 27
Gibbs Wealth Management 27
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 27
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 27
Berry Street Capital Management LLP 27
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 27
Simmons Bank 27
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 27
Ag2r La Mondiale Gestion D'actifs 27
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 27
RPg Family Wealth Advisory, LLC 27
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 27
Kozak & Associates, Inc. 27
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund 27
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 27
Sone Capital Management, LLC 27
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 27
Pilgrim Partners Asia Pte Ltd 27
Founders Financial Securities Llc 27
Opera Trading Capital 27
Clearbridge, Llc 27
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 27
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 27
Encompass Wealth Advisors, Llc 27
PENN SERIES FUNDS INC - Mid Cap Growth Fund 27
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 27
Ferguson Wellman Capital Management, Inc 27
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 27
Suffolk Capital Management Llc 27
Glg Inc. 27
Graypoint LLC 27
State of New Jersey Common Pension Fund A 27
Hartline Investment Corp/ 27
Senator Investment Group LP 27
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 27
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 27
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 27
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 27
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 27
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 27
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 27
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 27
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 27
Legal Advantage Investments, Inc. 27
Joseph P. Lucia & Associates, LLC 27
Center Lake Capital Management, LLC 27
Garrett Wealth Advisory Group, LLC 27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 27
Emfo, Llc 27
BlueCrest Capital Management LLP 27
Kathmere Capital Management, LLC 27
Putnam ETF Trust - Putnam Sustainable Future ETF - 27
Qs Batterymarch Financial Management, Inc 27
Fidelity Central Investment Portfolios LLC - Fidelity Information Technology Central Fund 27
Vivid Financial Management, Inc. 27
Cynosure Management, Llc 27
Transcendent Capital Group LLC 27
Vima Llc 27
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 27
Oracle Alpha Inc. 27
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 27
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 27
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 27
Modera Wealth Management, LLC 27
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 27
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 27
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 27
Rock Creek Group, LP 27
M Holdings Securities, Inc. 27
Mohican Financial Management, LLC 27
OneAscent Wealth Management LLC 27
Hall Laurie J Trustee 27
Hilton Capital Management, LLC 27
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 27
Robertson Stephens Wealth Management, LLC 27
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 27
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 27
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 27
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 27
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 27
Alta Wealth Advisors LLC 27
Capital International Sarl 27
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 27
Custom Index Systems, Llc 27
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 27
Horizon Financial Services, Llc 27
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 27
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 27
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 27
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 27
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 27
Financiere des Professionnels - Fonds d,investissement inc. 27
EWG Elevate Inc. 27
Roundview Capital LLC 27
EFG Asset Management (Americas) Corp. 27
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 27
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 27
Evolutionary Tree Capital Management, LLC 27
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 27
Pacific Center for Financial Services 27
Halpern Financial, Inc. 27
Board of Trustees of The Leland Stanford Junior University 27
McMahon Financial Advisors, LLC 27
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 27
Level Financial Advisors, Inc. 27
GDAT - Goldman Sachs ETF Trust - Goldman Sachs Motif Data-Driven World ETF 27
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 27
First Midwest Bank Trust Division 27
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 27
First Eagle Investment Management, LLC 27
Aspiriant, Llc 27
Ferris Capital, Llc 27
Sandy Cove Advisors, LLC 27
Bell Bank 27
Turim 21 Investimentos Ltda. 27
Perritt Capital Management Inc 27
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 27
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 27
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 27
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 27
Your Advocates Ltd., LLP 27
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 27
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 27
IFG Advisory, LLC 27
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 27
Sawgrass Asset Management Llc 27
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 27
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 27
Invesco Bond Fund 27
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 27
Gordian Capital Singapore Pte Ltd 27
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 27
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 27
Metavasi Capital LP 27
Chilton Investment Co Llc 27
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 27
TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I 27
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 27
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 27
Guardian Capital Lp 27
Ulland Investment Advisors, LLC 27
GURU - Global X Funds - Global X Guru Index ETF 27
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 27
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 27
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 27
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 27
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 27
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 27
Global X Funds 27
Griffin Institutional Access Credit Fund 27
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 27
Allegheny Financial Group LTD 27
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 27
Tennessee Valley Asset Management Partners 27
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 26
BIGY - ETF Series Solutions - Defiance Next Gen Big Data ETF 26
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 26
Mirova 26
Essex Financial Services, Inc. 26
Jackson Wealth Management, LLC 26
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 26
American National Registered Investment Advisor, Inc. 26
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 26
Cutter & CO Brokerage, Inc. 26
Omni Partners Llp 26
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 26
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 26
Professional Financial Advisors, LLC 26
Stonehage Fleming Financial Services Holdings Ltd 26
Mowery & Schoenfeld Wealth Management, LLC 26
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 26
CastleArk Alternatives, LLC 26
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 26
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 26
Beacon Investment Advisory Services, Inc. 26
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 26
Stephenson National Bank & Trust 26
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 26
Meritage Group LP 26
Hurley Capital, LLC 26
Ramsey Quantitative Systems 26
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 26
WT Asset Management Ltd 26
Geneva Partners, LLC 26
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 26
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 26
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 26
Thb Asset Management 26
Cullinan Associates Inc 26
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 26
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 26
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 26
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 26
Lion Street Advisors, LLC 26
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 26
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 26
Himension Fund 26
Intercontinental Wealth Advisors, LLC 26
Hidden Lake Asset Management LP 26
Marathon Capital Management 26
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 26
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 26
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 26
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 26
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 26
Lucha Capital Management, LP 26
Woodward Diversified Capital, Llc 26
SYM FINANCIAL Corp 26
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 26
Unigestion Holding SA 26
PACIFIC SELECT FUND - Growth Portfolio Class I 26
Modus Advisors, LLC 26
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 26
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF 26
Northwest Financial Advisors 26
Verity Asset Management, Inc. 26
Welch & Forbes Llc 26
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 26
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 26
Engine No. 1 Llc 26
Advanced Series Trust - Ast Small-cap Value Portfolio 26
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 26
Lyell Wealth Management, Lp 26
John Hancock Income Securities Trust 26
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 26
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 26
Alpha Family Trust 26
FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund 26
Motley Fool Wealth Management, LLC 26
Vertex One Asset Management Inc. 26
Burns Matteson Capital Management, LLC 26
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 26
HNASX - HOMESTEAD FUNDS INC - Growth Fund 26
Nelson Capital Management, LLC 26
Brasada Capital Management, Lp 26
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 26
B. Riley Financial, Inc. 26
Shinko Asset Management Co., Ltd. 26
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 26
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 26
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 26
Dynamic Capital Management Ltd 26
Fore Capital, LLC 26
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 26
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 26
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 26
Connective Capital Management, LLC 26
Tidemark, LLC 26
Ascend Capital, Llc 26
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 26
Suvretta Capital Management, Llc 26
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 26
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 26
Costello Asset Management, INC 26
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares 26
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 26
Wahed Invest LLC 26
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 26
AM Squared Ltd 26
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 26
Profunds - Profund Vp Internet 26
Sphera Funds Management Ltd. 26
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 26
General Motors Investment Management Corp 26
Barrett Asset Management, LLC 26
Skylands Capital, LLC 26
Security National Trust Co 26
Apollo Management Holdings, L.P. 26
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 26
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 26
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 26
Denali Advisors Llc 26
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 26
Gainplan LLC 26
Cion Ares Diversified Credit Fund 26
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF 26
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 26
Icon Advisers Inc/co 26
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 26
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 26
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 26
Thames Capital Management Llc 26
W.G. Shaheen & Associates DBA Whitney & Co 26
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 26
United Community Bank 26
Vermillion & White Wealth Management Group, LLC 26
Independent Solutions Wealth Management, LLC 26
Luminus Management Llc 26
Lucus Advisors Llc 26
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 26
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 26
New Millennium Group LLC 26
Qci Asset Management Inc/ny 26
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 26
Wayfinding Financial, LLC 26
9258 Wealth Management, LLC 26
Kiley Juergens Wealth Management, Llc 26
Stelac Advisory Services LLC 26
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 26
Leelyn Smith, LLC 26
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 26
Aft, Forsyth & Company, Inc. 26
First Washington CORP 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 26
Cedar Capital, Llc 26
Ramirez Asset Management, Inc. 26
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 26
WESPAC Advisors SoCal, LLC 26
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 26
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 26
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 26
New Wave Wealth Advisors Llc 26
Ariadne Wealth Management, LP 26
RWM Asset Management, LLC 26
Bridgewater Advisors Inc. 26
Semmax Financial Advisors Inc. 26
Fairscale Capital, LLC 26
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 26
Avalon Global Asset Management LLC 26
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 26
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 26
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 26
Stonehage Fleming (uk) Ltd 26
Phoenix Wealth Advisors 26
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 26
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 25
Profunds - Profund Vp Ultramid-cap 25
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 25
Soma Equity Partners Lp 25
R&F Capital Advisors LP 25
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 25
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 25
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 25
Greenhouse Funds LLLP 25
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 25
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 25
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 25
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 25
Inlight Wealth Management, LLC 25
B & T Capital Management DBA Alpha Capital Management 25
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 25
Elliott Management Corporation 25
Essex Savings Bank 25
VBCVX - VALIC Co I - Systematic Value Fund 25
Cloud Capital Management, LLC 25
Ativo Capital Management LLC 25
FSC Wealth Advisors, LLC 25
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 25
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 25
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 25
Whalen Wealth Management Inc. 25
Ibex Wealth Advisors 25
Philadelphia Trust Co 25
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 25
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 25
Kinneret Advisory, LLC 25
PNC Managed Account Solutions, Inc. 25
Spdr S&p Midcap 400 Etf Trust 25
Newfound Research LLC 25
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 25
HMI Capital Management, L.P. 25
Kassirer Asset Management Corp 25
Mine & Arao Wealth Creation & Management, LLC. 25
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 25
Accent Capital Management, LLC 25
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 25
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 25
Covenant Partners, LLC 25
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 25
L2 Asset Management, LLC 25
Vigilare Wealth Management 25
Aurora Investment Counsel 25
EPG Wealth Management LLC 25
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 25
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 25
Focus Financial Network, Inc. 25
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 25
Opseu Pension Plan Trust Fund 25
Clarus Wealth Advisors 25
AMF Pensionsforsakring AB 25
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 25
Resonant Capital Advisors, LLC 25
Mitchell Capital Management Co 25
ProVise Management Group, LLC 25
Verde Servicos Internacionais S.A. 25
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 25
Polaris Wealth Advisory Group, LLC 25
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 25
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 25
Murchinson Ltd. 25
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 25
Tealwood Asset Management Inc 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 25
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 25
Lyon Street Capital, LLC 25
Starboard Value LP 25
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 25
INPIX - Profunds - Internet Ultrasector Profund Investor Class 25
CarsonAllaria Wealth Management, Ltd. 25
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 25
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares 25
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 25
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 25
Falcon Edge Capital, LP 25
Partners Group Private Equity (master Fund), Llc 25
Mizuho Trust & Banking Co., Ltd. 25
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 25
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 25
Capital Investment Counsel, Inc 25
Perella Weinberg Partners Capital Management LP 25
Veracity Capital LLC 25
Gunderson Capital Management Inc. 25
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 25
Conway Capital Management, Inc. 25
Cohen & Steers, Inc. 25
Nbt Bank N A /ny 25
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 25
Syverson Strege & Co 25
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 25
Register Financial Advisors LLC 25
Amica Retiree Medical Trust 25
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 25
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 25
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 25
Twin Focus Capital Partners, Llc 25
Berbice Capital Management LLC 25
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 25
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 25
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 25
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 25
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 25
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 25
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 25
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 25
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 25
NOMIX - Northern Funds - Northern Mid Cap Index Fund 25
Concert Wealth Management Inc. 25
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 25
ENDW - EA Series Trust - Cambria Endowment Style ETF 25
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 25
Wellington Shields & Co., LLC 25
Tilia Fiduciary Partners, Inc. 25
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 25
12 West Capital Management LP 25
Cary Street Partners Financial Llc 25
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 25
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 25
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 25
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 25
PayPay Securities Corp 25
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 25
Cache Advisors, LLC 25
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 25
Odey Asset Management Group Ltd 25
ASB Consultores, LLC 25
Omni Event Management Ltd 25
Wellesley Asset Management 25
SCIU - Global X Funds - Global X Scientific Beta US ETF 25
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 25
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 25
Force Hill Capital Management LP 25
Harvard Management Co Inc 25
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 25
Davidson Kempner Partners 25
CR Intrinsic Investors, LLC 25
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 25
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 25
Mascagni Wealth Management, Inc. 25
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 25
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 25
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 25
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 25
Newbrook Capital Advisors LP 25
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 25
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 25
WFA of San Diego, LLC 25
Richard Bernstein Advisors LLC 25
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 25
Synergy Financial Management, LLC 25
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 25
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 25
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 25
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 25
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 25
Affinity Investment Advisors, Llc 25
Botty Investors LLC 25
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 25
DAINX - Dunham Funds - Dunham International Stock Fund Class A 25
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 25
Angeles Wealth Management, Llc 25
Blackstone / Gso Strategic Credit Fund 25
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 25
Intact Investment Management Inc. 25
Westport Resources Management Inc 25
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 25
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 25
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 25
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 25
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 25
Strategic Advocates LLC 25
Claybrook Capital, LLC 25
Empirical Finance, LLC 25
Hc Financial Advisors Inc 25
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 25
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 25
Tiaa Trust, National Association 25
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 25
Argent Capital Management Llc 25
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 25
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 25
Wood Tarver Financial Group, LLC 24
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 24
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 24
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 24
VELA Funds - VELA Large Cap 130/30 Fund Class I 24
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 24
FormulaFolio Investments, LLC 24
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 24
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 24
Profunds - Profund Vp Mid-cap Growth 24
FourThought Financial Partners, LLC 24
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF 24
North Capital, Inc. 24
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 24
Legacy Bridge, LLC 24
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 24
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 24
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 24
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 24
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 24
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 24
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 24
Howard Capital Management Inc. 24
Sandhill Capital Partners LLC 24
Piermont Capital Management LLC 24
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 24
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 24
S&t Bank/pa 24
McClarren Financial Advisors, Inc. 24
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 24
Sapient Capital Llc 24
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 24
QTUM - ETF Series Solutions - Defiance Quantum ETF 24
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 24
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 24
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 24
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 24
PFS Partners, LLC 24
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 24
PDS Planning, Inc 24
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 24
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 24
Franklin Street Advisors Inc /nc 24
Insight Wealth Strategies, LLC 24
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 24
Econ Financial Services Corp 24
Green Alpha Advisors, LLC 24
Rothschild Investment Corp /il 24
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 24
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 24
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 24
Capstone Triton Financial Group, LLC 24
Avalon Trust Co 24
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 24
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 24
Financial Connections Group, Inc. 24
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 24
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 24
Lead Edge Capital Management, LLC 24
Comprehensive Financial Consultants Institutional, Inc. 24
Virtus Global Dividend & Income Fund Inc. 24
Lakeview Capital Partners, LLC 24
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 24
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 24
Lowe Wealth Advisors, LLC 24
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 24
Dymon Asia Capital (singapore) Pte. Ltd. 24
Perimeter Capital Partners, LLC 24
Patriot Investment Management Inc. 24
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 24
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 24
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 24
Cca Investments Trust 24
Liberty All Star Equity Fund 24
Grey Fox Wealth Advisors, LLC 24
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 24
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 24
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 24
GM Advisory Group, Inc. 24
Point72 Europe (London) LLP 24
Great Lakes Retirement, Inc. 24
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 24
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 24
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND 24
Missouri Trust & Investment Co 24
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 24
Decatur Capital Management, Inc. 24
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 24
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 24
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 24
IronBridge Private Wealth, LLC 24
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 24
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 24
Gmt Capital Corp 24
NEOS Investment Management LLC 24
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 24
VMIDX - VALIC Co I - Mid Cap Index Fund 24
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 24
Private Advisors, LLC 24
UMPIX - Profunds - Ultramid-cap Profund Investor Class 24
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 24
MDPIX - Profunds - Mid-cap Profund Investor Class 24
Bremer Trust National Association 24
Planned Solutions, Inc. 24
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 24
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 24
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 24
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 24
Pathway Capital Management, Lp 24
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 24
Jetstream Capital LLC 24
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 24
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 24
Pillar Pacific Capital Management Llc 24
Walled Lake Planning & Wealth Management, Llc 24
SPX Equities Gestao de Recursos Ltda 24
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 24
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 24
Family Management Corp 24
Able Wealth Management LLC 24
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 24
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 24
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 24
BSW Wealth Partners 24
Hobbs Group Advisors, LLC 24
Godsey & Gibb Associates 24
American Research & Management Co. 24
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 24
Kalos Management, Inc. 24
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 24
Blackstone / Gso Long-short Credit Income Fund 24
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 24
Cpwm, Llc 24
Sagespring Wealth Partners, Llc 24
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 24
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 24
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 24
Hoover Financial Advisors, Inc. 24
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 24
Sturgeon Ventures LLP 24
Global Income Builder Portfolio - Global Income Builder Portfolio 24
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 24
Weaver C. Barksdale & Associates, Inc. 24
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 24
American Funds Insurance Series 24
Braun Stacey Associates Inc 24
Reynolds Capital Management Llc 24
Xai Octagon Floating Rate & Alternative Income Term Trust 24
Miles Capital, Inc. 24
Capital Advisors Inc/ok 24
Lebenthal Global Advisors, LLC 24
Gitterman Wealth Management, LLC 24
Vermillion Wealth Management, Inc. 24
Mizuho Securities Usa Llc 24
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 24
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF 24
FAINX - MSS Series Trust - Fallen Angels Income Fund 24
Ferox Capital Management LP 24
Crystalline Management Inc. 24
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 24
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 24
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 24
Abundance Wealth Counselors 24
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 24
Oxbow Advisors, LLC 24
Tensile Capital Management LP 24
Estate Counselors, LLC 24
Flow State Investments, L.P. 24
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 24
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 24
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF 24
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 24
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 24
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 24
Exane Asset Management 24
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 24
Monarch Partners Asset Management LLC 24
EUSM - Strategy Shares - Eventide US Market ETF 24
Virginia Retirement System 24
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 24
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 24
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 24
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 24
Eagle Global Advisors Llc 24
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 24
Delta Global Management LP 24
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 24
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 23
Nilsine Partners, LLC 23
Hohimer Wealth Management, Llc 23
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 23
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 23
Reliance Trust Co Of Delaware 23
Manning & Napier Group, LLC 23
BlackRock ETF Trust II - BlackRock Total Return ETF 23
Profunds - Profund Vp Ultranasdaq-100 23
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 23
Eaton Vance Floating-rate Income Plus Fund 23
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF 23
Principal Street Partners, LLC 23
Davide Leone & Partners Investment Co Ltd. 23
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 23
Ark Investment Management Llc 23
AWM Investment Company, Inc. 23
Bouvel Investment Partners, LLC 23
Boston Family Office Llc 23
Madison Asset Management, LLC 23
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF 23
Wealth Architects, LLC 23
Human Investing LLC 23
Scoggin Management Lp 23
Congress Park Capital LLC 23
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 23
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 23
Peconic Partners Llc 23
Kirtland Hills Capital Management, Llc 23
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 23
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 23
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 23
TPG Group Holdings (SBS) Advisors, Inc. 23
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 23
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 23
Dialectic Capital Management, Lp 23
Pathway Financial Advisers, LLC 23
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 23
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 23
Spears Abacus Advisors LLC 23
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 23
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 23
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 23
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 23
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 23
Alpha Cubed Investments, LLC 23
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 23
HHR Asset Management, LLC 23
Fft Wealth Management Llc 23
VAPPX - VALIC Co I - Capital Appreciation Fund 23
First Growth Investment Manager LP 23
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 23
Masso Torrence Wealth Management Inc. 23
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 23
Wintrust Investments Llc 23
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 23
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 23
Alliancebernstein Global High Income Fund Inc 23
Foster Dykema Cabot & Partners, Llc 23
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 23
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 23
Toms Capital Investment Management Lp 23
Liberty One Investment Management, Llc 23
Koss-Olinger Consulting, LLC 23
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 23
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 23
Pinnbrook Capital Management Lp 23
Spdr S&p 500 Etf Trust 23
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 23
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 23
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 23
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 23
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 23
Blue Rock Advisors, LLC 23
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 23
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 23
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 23
Consolidated Planning Corp 23
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 23
Tremblant Capital Group 23
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 23
First Trust High Yield Opportunities 2027 Term Fund 23
Pinnacle Summer Investments, Inc. 23
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 23
ULPIX - Profunds - Ultrabull Profund Investor Class 23
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 23
Marietta Investment Partners Llc 23
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 23
Optimal Asset Management, Inc. 23
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 23
Connors Investor Services Inc 23
Profunds - Profund Vp Nasdaq-100 23
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 23
Siren, L.L.C. 23
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 23
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 23
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 23
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 23
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 23
Invesco Qqq Trust, Series 1 23
Stux Capital Management, LLC 23
Adalta Capital Management LLC 23
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 23
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 23
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 23
Sagefield Capital LP 23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 23
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 23
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 23
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 23
Everhart Financial Group, Inc. 23
Traynor Capital Management, Inc. 23
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 23
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 23
Dimension Capital Management Llc 23
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 23
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 23
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 23
PENN SERIES FUNDS INC - Developed International Index Fund 23
PENN SERIES FUNDS INC - Index 500 Fund 23
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 23
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 23
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 23
Well Done, LLC 23
TrinityPoint Wealth, LLC 23
HMS Capital Management, LLC 23
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 23
Zuckerman Investment Group, LLC 23
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 23
Emancipation Management LLC 23
Bangor Savings Bank 23
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 23
Fortis Group Advisors, LLC 23
McElhenny Sheffield Capital Management, LLC 23
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 23
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 23
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 23
Securian Funds Trust - SFT Index 500 Fund Class 1 23
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 23
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 23
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 23
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 23
Good Life Advisors, LLC 23
G&S Capital LLC 23
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 23
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 23
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 23
Connable Office Inc 23
Iron Financial, LLC 23
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 23
Measured Wealth Private Client Group, LLC 23
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 23
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 23
Atala Financial Inc 23
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 23
Curio Wealth, Llc 23
Equitec Specialists, Llc 23
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 23
Winslow Capital Management, LLC 23
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 23
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 23
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 23
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 23
Quest 10 Wealth Builders, Inc. 23
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 23
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 23
TriaGen Wealth Management LLC 23
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 23
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 23
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 23
BLPIX - Profunds - Bull Profund Investor Class 23
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class 23
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 23
Thomas White International Ltd 23
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 23
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 23
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 23
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF 23
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 23
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 23
Foresters Investment Management Company, Inc. 23
Old North State Trust, LLC 23
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 23
Eubel Brady & Suttman Asset Management Inc 23
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 23
Monetta Financial Services Inc 23
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 23
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 23
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 23
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 23
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 23
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 23
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 23
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 23
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 23
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 23
Family Firm, Inc. 23
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 23
S.A. Mason LLC 23
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 23
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 23
Braun-Bostich & Associates Inc. 23
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 23
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 23
Jamison Private Wealth Management, Inc. 23
Fullerton Fund Management Co Ltd 23
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 23
Prio Wealth Limited Partnership 23
Advanced Series Trust - Ast International Growth Portfolio 23
Mpwm Advisory Solutions, Llc 23
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 23
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 23
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 23
Sentinel Asset Management, Inc. 23
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 23
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 23
David J Yvars Group 23
Curian Capital Llc 23
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 23
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 23
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 23
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 23
Kohmann Bosshard Financial Services, LLC 23
Perpetual Investment Management Ltd 23
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 23
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 23
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF 23
Heron Bay Capital Management 23
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 23
Blackrock Master Llc 23
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 23
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 23
Hexavest Inc. 23
Weatherly Asset Management L. P. 23
Dixon Hubard Feinour & Brown Inc/va 23
Drive Wealth Management, Llc 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 23
Taikang Asset Management (Hong Kong) Co Ltd 23
Graves-Light Private Wealth Management, Inc. 23
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 23
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 23
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 23
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 23
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 23
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 23
Lumature Wealth Partners, LLC 23
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 23
Blackstone / Gso Floating Rate Enhanced Income Fund 23
PACIFIC SELECT FUND - Equity Index Portfolio Class I 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 23
Athena Capital Advisors Llc 23
BlackRock ETF Trust II - BlackRock Flexible Income ETF 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 23
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 23
QLD - PROSHARES TRUST - ProShares Ultra QQQ 23
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 23
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 23
Investment Research & Advisory Group, Inc. 23
AlphaStar Capital Management, LLC 23
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 23
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 23
Hirtle Callaghan & Co LLC 23
Trilogy Capital Inc. 23
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 23
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 23
Sumitomo Mitsui Financial Group, Inc. 22
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 22
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 22
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 22
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 22
Financial Avengers, Inc. 22
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 22
Wd Rutherford Llc 22
Trust Asset Management LLC 22
Paradigm Financial Advisors, LLC 22
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 22
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 22
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 22
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 22
Lanexa Management, Llc 22
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 22
EVR Research LP 22
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 22
Aureus Asset Management, LLC 22
Alydar Partners Llc 22
Anomaly Capital Management, LP 22
Adams Diversified Equity Fund, Inc. 22
Tabor Asset Management, LP 22
Wealthsource Partners, Llc 22
Hills Bank & Trust Co 22
Sc Us (ttgp), Ltd. 22
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 22
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund 22
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 22
Rocky Mountain Advisers, Llc 22
Bowling Portfolio Management LLC 22
Fort Point Capital Partners LLC 22
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 22
MADDEN SECURITIES Corp 22
WCBR - WisdomTree Trust - WisdomTree Cybersecurity Fund N/A 22
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 22
Comprehensive Financial Management LLC 22
HighTower Trust Services, LTA 22
Soviero Asset Management, LP 22
Sageworth Trust Co of South Dakota 22
Think Investments LP 22
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 22
Bruderman Asset Management, LLC 22
Great Diamond Partners, LLC 22
JTC Employer Solutions Trusteee Ltd 22
Oaktree Fund Advisors, LLC 22
Cedar Mountain Advisors, LLC 22
Copper Rock Capital Partners, LLC 22
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 22
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 22
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 22
Paragon Wealth Strategies, LLC 22
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 22
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 22
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 22
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 22
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 22
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 22
Old Point Trust & Financial Services N A 22
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 22
VASMX - VALIC Co II - Small Cap Growth Fund 22
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 22
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 22
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 22
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 22
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 22
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 22
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 22
SSO - PROSHARES TRUST - ProShares Ultra S&P500 22
Cumberland Partners Ltd 22
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 22
Paragon Capital Management Ltd 22
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 22
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 22
Accuvest Global Advisors 22
VSTIX - VALIC Co I - Stock Index Fund 22
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 22
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional 22
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 22
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 22
Maryland Capital Advisors Inc. 22
Anchor Capital Advisors Llc 22
Delta Lloyd Asset Management N.v. 22
Solaris Asset Management Llc 22
Acorn Financial Advisory Services Inc /adv 22
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 22
Integre Asset Management, LLC 22
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 22
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 22
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 22
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 22
Brookside Capital Management Llc 22
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 22
AnglePoint Asset Management Ltd 22
Journey Strategic Wealth Llc 22
Selz Capital LLC 22
Flight Deck Capital, LP 22
Coastline Trust Co 22
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 22
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 22
Regatta Capital Group, Llc 22
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 22
Capital Investment Advisors, LLC 22
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 22
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 22
Hl Financial Services Llc 22
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 22
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 22
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 22
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 22
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 22
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 22
Wright Investors Service Inc 22
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 22
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 22
SGPIX - Profunds - Small-cap Growth Profund Investor Class 22
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 22
LGPIX - Profunds - Large-cap Growth Profund Investor Class 22
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 22
Strategy Asset Managers Llc 22
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 22
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 22
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 22
Clear Investment Research, Llc 22
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 22
Cranbrook Wealth Management, LLC 22
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 22
Apollo Senior Floating Rate Fund Inc. 22
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 22
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 22
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 22
Vanguard Convertible Securities Fund 22
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 22
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 22
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 22
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 22
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 22
Shaker Investments Llc/oh 22
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 22
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 22
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 22
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 22
Loup Funds, LLC 22
New England Capital Financial Advisors LLC 22
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 22
MRP Capital Investments, LLC 22
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 22
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 22
Grimes & Company, Inc. 22
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 22
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 22
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 22
WESPAC Advisors, LLC 22
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 22
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 22
Vanderbilt University 22
Keystone Financial Group 22
National Wealth Management Group, LLC 22
Stansberry Asset Management, Llc 22
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 22
Oak Grove Capital LLC 22
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 22
Genus Capital Management Inc. 22
Fidelity Multi-Strategy Credit Fund 22
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 22
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 22
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 22
CGC Financial Services, LLC 22
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 22
Whitener Capital Management, Inc. 22
Elmwood Wealth Management, Inc. 22
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 22
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 22
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 22
Monetary Management Group Inc 22
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 22
Profunds - Profund Vp Ultrabull 22
Profunds - Profund Vp Bull 22
Profunds - Profund Vp Small-cap Growth 22
Profunds - Profund Vp Large-cap Growth 22
Hillhouse Capital Advisors, Ltd. 22
CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF 22
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 22
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 22
Personal Wealth Partners 22
ClearAlpha Technologies LP 22
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 22
Private Portfolio Partners Llc 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 22
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 22
Private Capital Management, LLC 22
Perbak Capital Partners LLP 22
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 22
Noked Israel Ltd 22
Gyl Financial Synergies, Llc 22
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 22
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 22
KG&L Capital Management,LLC 22
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 22
Lake Street Financial Llc 22
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 22
Bremer Bank National Association 22
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 22
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 22
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 22
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 22
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 22
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 22
Patton Fund Management, Inc. 22
AHIVX - American Century Investment Trust - High Income Fund Investor Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 22
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 22
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 22
Aviso Financial Inc. 22
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 22
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 22
Smallcap World Fund Inc 22
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 22
Nantahala Capital Management, LLC 22
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 22
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 22
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 22
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 22
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 22
Samlyn Capital, Llc 22
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 22
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 22
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 22
Fedenia Advisers LLC 22
Generali Investments Towarzystwo Funduszy Inwestycyjnych 22
Rs Investment Trust 22
DSC Advisors, L.P. 22
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 22
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 22
NOSIX - Northern Funds - Northern Stock Index Fund 22
Canada Post Corp Registered Pension Plan 22
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 22
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 22
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 22
Parvin Asset Management, LLC 22
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 22
Putney Financial Group LLC 22
Softbank Group Corp 22
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 22
Copia Wealth Management 22
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 22
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 22
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 22
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 22
WATWX - WANGER ADVISORS TRUST - Wanger Select 22
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 22
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 22
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 22
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 22
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 22
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 22
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 22
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 22
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 22
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 22
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 22
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 22
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 22
McCarthy Asset Management, Inc. 22
DCM Advisors, LLC 22
Oak Harvest Investment Services 22
ACVF - ETF Opportunities Trust - American Conservative Values ETF 22
BlackRock ETF Trust - BlackRock Future Innovators ETF 22
F&C Asset Management plc 21
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 21
Harbor Financial Services, Llc 21
PSWD - DBX ETF TRUST - Xtrackers Cybersecurity Select Equity ETF 21
Hoxton Financial, Inc. 21
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 21
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 21
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF 21
Titleist Asset Management, Ltd. 21
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 21
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 21
GFS Advisors, LLC 21
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 21
Woodmont Investment Counsel Llc 21
ThornTree Capital Partners LP 21
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 21
Redmond Asset Management, LLC 21
Nuveen Diversified Dividend & Income Fund 21
Bank of New Hampshire 21
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 21
Transamerica Partners Funds Group Ii 21
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 21
Wealth Management Associates, Inc. 21
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 21
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 21
Lannebo Fonder Ab 21
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 21
Glenview Trust Co 21
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 21
Game Plan Financial Advisors, LLC 21
Fox Hill Wealth Management 21
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 21
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 21
Guardian Life Insurance Co Of America 21
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 21
Connective Portfolio Management, LLC 21
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 21
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 21
Guidance Point Advisors, LLC 21
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 21
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 21
Platform Technology Partners 21
Pictet & Cie (Europe) SA 21
Triangle Securities Wealth Management 21
Virtus Global Multi-sector Income Fund 21
Keudell/Morrison Wealth Management 21
Estabrook Capital Management 21
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 21
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 21
Woodstock Corp 21
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 21
Sompo Japan Nipponkoa Asset Management Co.,ltd. 21
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 21
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 21
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 21
SCS Capital Management LLC 21
Westwood Management Corp /il/ 21
Douglass Winthrop Advisors, LLC 21
SeaTown Holdings Pte. Ltd. 21
SVPIX - Profunds - Small-cap Value Profund Investor Class 21
Safeguard Investment Advisory Group, LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 21
Northeast Financial Consultants Inc 21
Aprio Wealth Management, LLC 21
Sullivan, Bruyette, Speros & Blaney, LLC 21
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 21
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 21
Mount Lucas Management LP 21
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 21
Kaizen Financial Strategies 21
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 21
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 21
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 21
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 21
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 21
Linden Capital L.P. 21
Barnett & Company, Inc. 21
Altium Wealth Management LLC 21
Nuveen S&p 500 Buywrite Income Fund 21
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 21
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 21
Alaska Permanent Fund Corp 21
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 21
Sierra Summit Advisors Llc 21
Alamar Capital Management, LLC 21
Everpar Advisors Llc 21
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 21
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 21
Foster Dykema Cabot & Co Inc/ma 21
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 21
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 21
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 21
Laidlaw Wealth Management LLC 21
Totem Point Management, LLC 21
Pax World Management Llc 21
Fwl Investment Management, Llc 21
Transamerica Partners Portfolios 21
Rotella Capital Management, Inc. 21
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 21
Harvey Capital Management Inc 21
TRANSAMERICA FUNDS - Transamerica Core Bond I2 21
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 21
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 21
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 21
Jacob Asset Management Of New York Llc 21
Generation Investment Management Llp 21
Texas Capital Bank Wealth Management Services Inc 21
Torray Llc 21
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 21
Sand Hill Global Advisors, LLC 21
Lingohr & Partner Asset Management GmbH 21
Moseley Investment Management Inc 21
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 21
Nicolet Advisory Services, Llc 21
Untitled Investments Lp 21
Pekin Hardy Strauss, Inc. 21
WestEnd Advisors, LLC 21
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 21
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 21
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 21
Anatole Investment Management Ltd 21
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 21
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 21
Antonetti Capital Management LLC 21
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 21
Burt Wealth Advisors 21
Czech National Bank 21
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF 21
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 21
Nippon Life Global Investors Americas, Inc. 21
Aviance Capital Partners, LLC 21
Atlas Private Wealth Management 21
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 21
Moser Wealth Advisors, LLC 21
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 21
Cat Rock Capital Management Lp 21
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 21
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 21
Transamerica Partners Funds Group 21
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 21
Palumbo Wealth Management LLC 21
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 21
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 21
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 21
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 21
Old Second National Bank Of Aurora 21
Millstone Evans Group, LLC 21
Ulysses Management LLC 21
Sylebra Capital Ltd 21
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 21
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 21
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 21
U S Global Investors Inc 21
Trillium Asset Management, Llc 21
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 21
Reynders McVeigh Capital Management, LLC 21
Full Sail Capital, LLC 21
Munder Capital Management 21
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 21
Quaero Capital S.A. 21
Western Pacific Wealth Management, LP 21
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 21
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 21
Texas Yale Capital Corp. 21
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 21
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 21
Meru Capital Group, LP 21
Bedell Frazier Investment Counseling, LLC 21
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 21
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 21
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 21
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 21
Crestwood Capital Management, L.P. 21
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 21
PRNT - Ark ETF Trust - The 3D Printing ETF 21
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 21
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 21
Robeco Schweiz AG 21
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 21
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 21
Seven Grand Managers, Llc 21
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 21
Morningstar Investment Services LLC 21
Fpc Investment Advisory, Inc. 21
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 21
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 21
Cunning Capital Partners, LP 21
Scopia Capital Management Lp 21
Aware Super Pty Ltd as trustee of Aware Super 21
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 21
Cercano Management LLC 21
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 21
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 21
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 21
1 North Wealth Services Llc 21
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 21
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 21
Ashfield Capital Partners, LLC 21
Ironwood Investment Management Llc 21
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 21
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 21
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 21
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 21
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 21
Requisite Capital Management, LLC 21
Calamos Long/Short Equity & Dynamic Income Trust 21
Alpha Square Group S, LLC 21
MONTX - MONETTA TRUST - Monetta Fund 21
Bahl & Gaynor Inc 21
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 21
Profunds - Profund Vp Small-cap Value 21
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 21
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 21
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 21
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 21
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 21
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 21
Wildcat Capital Management, LLC 21
Garda Capital Partners Lp 21
F3Logic, LLC 21
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 21
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 21
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 21
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 21
Ardmore Road Asset Management LP 21
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 21
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 21
BlackRock ETF Trust - iShares Technology Opportunities Active ETF 21
Tiger Eye Capital LLC 21
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 21
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A 21
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 21
Bessemer Securities Llc 21
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 21
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 21
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 21
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 21
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 21
Canandaigua National Bank & Trust Co 21
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 21
Kensico Capital Management Corp 21
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 21
TradeLink Global Equity LLC 21
PENN SERIES FUNDS INC - Flexibly Managed Fund 21
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 21
STFGX - Advisers Investment Trust - State Farm Growth Fund 21
Gagnon Advisors, LLC 20
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 20
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 20
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 20
MJT & Associates Financial Advisory Group, Inc. 20
Skaana Management L.P. 20
Archon Partners LLC 20
Crescent Grove Advisors, LLC 20
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 20
CMT Capital Markets Trading GmbH 20
Santori & Peters, Inc. 20
KRMA - Global X Funds - Global X Conscious Companies ETF 20
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 20
3G Capital Partners LP 20
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 20
Greenspring Associates, LLC 20
EdgeRock Capital LLC 20
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 20
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 20
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 20
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 20
WMG Financial Advisors, LLC 20
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 20
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 20
Titleist Asset Management, Llc 20
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 20
Ewa, Llc 20
FTEKX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Technology Fund 20
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 20
Cognios Capital, LLC 20
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 20
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 20
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 20
WIREX - PFS FUNDS - Wireless Fund 20
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 20
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 20
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 20
Holistic Financial Partners 20
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 20
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 20
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund 20
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 20
Vazirani Asset Management LLC 20
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 20
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 20
Sphera Management Technology Funds Ltd 20
Visionary Asset Management, Inc. 20
Invesco Dynamic Credit Opportunities Fund 20
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 20
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 20
Sanctuary Wealth Management, L.L.C. 20
Golden Green, Inc. 20
Grey Street Capital, LLC 20
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 20
Centricity Wealth Management, LLC 20
Williams Jones & Associates LLC 20
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund 20
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 20
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 20
Palestra Capital Management LLC 20
Jet Capital Investors L P 20
BankPlus Trust Department 20
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 20
Mjp Associates Inc /adv 20
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 20
Williamson Legacy Group, LLC 20
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 20
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 20
Sarasin & Partners LLP 20
Mufg Securities Americas Inc. 20
Ewing Morris & Co. Investment Partners Ltd. 20
Greykasell Wealth Strategies, Inc. 20
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 20
ZVGNX - Trust for Advised Portfolios - Zevenbergen Genea Fund Investor Class 20
IMG Wealth Management, Inc. 20
Twin Lakes Capital Management, LLC 20
Kiker Wealth Management, LLC 20
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 20
Lavaca Capital Llc 20
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 20
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 20
Sterling Ridge Capital Management LP 20
University Of Notre Dame Du Lac 20
WoodTrust Financial Corp 20
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 20
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 20
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 20
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 20
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 20
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 20
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 20
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 20
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 20
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 20
Kayak Investment Partners LLC 20
Herold Advisors, Inc. 20
Element Pointe Advisors, Llc 20
Spyglass Capital Management Llc 20
Lapides Asset Management, LLC 20
Q Global Advisors, LLC 20
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 20
Quantum Private Wealth, LLC 20
Alerus Financial Na 20
BTC Capital Management, Inc. 20
Greenline Partners, LLC 20
Abbrea Capital, LLC 20
Hatteras Alternative Mutual Funds, LLC 20
Regency Capital Management Inc.\DE 20
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 20
LVPIX - Profunds - Large-cap Value Profund Investor Class 20
Firestone Capital Management 20
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 20
Must Asset Management Inc. 20
Osborn Rohs Williams & Donohoe Ltd 20
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 20
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 20
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 20
Vienna Asset Management LLC 20
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 20
Forward Management, LLC 20
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 20
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 20
Orrstown Financial Services Inc 20
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 20
AJOVista, LLC 20
Occidental Asset Management, LLC 20
Bainco International Investors 20
Empirical Asset Management, LLC 20
HBW Advisory Services LLC 20
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 20
Gries Financial Llc 20
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 20
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 20
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 20
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 20
Maryland Capital Management 20
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 20
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 20
SILVER OAK SECURITIES, Inc 20
ABN AMRO Bank N.V. 20
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 20
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 20
Northpointe Capital Llc 20
Davidson Capital Management Inc. 20
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 20
Cleararc Capital Inc 20
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 20
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 20
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 20
Gillson Capital LP 20
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 20
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 20
Summit Financial, LLC 20
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 20
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 20
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 20
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 20
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF 20
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 20
North Run Capital, Lp 20
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 20
High Income Opportunities Portfolio - High Income Opportunities Portfolio 20
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 20
Ophir Asset Management Pty Ltd 20
Fulton Breakefield Broenniman Llc 20
Overland Advisors, LLC 20
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 20
Global Opportunities Portfolio - Global Opportunities Portfolio 20
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 20
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 20
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 20
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 20
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 20
Pimco Corporate & Income Opportunity Fund 20
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 20
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 20
Cornerstone Wealth Group, LLC 20
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 20
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 20
Azimuth Capital Management LLC 20
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 20
Carroll Investors, Inc 20
Apex Capital Management 20
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 20
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 20
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 20
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 20
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund 20
Meristem Family Wealth, LLC 20
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 20
KAMES CAPITAL plc 20
Century Capital Management, LLC 20
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 20
Matarin Capital Management, LLC 20
Harvey Partners, LLC 20
Regents Of The University Of California 20
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 20
Balasa Dinverno & Foltz Llc 20
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 20
Fairman Group, LLC 20
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 20
Lord Abbett Developing Growth Fund, Inc. 20
Kraematon Investment Advisors, Inc 20
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 20
Taylor Frigon Capital Management LLC 20
Knuff & Co LLC 20
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 20
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 20
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 20
Mfs Multimarket Income Trust 20
Silver Rock Financial LP 20
Shelton Wealth Management, Llc 20
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 20
Carleon Capital Partners LLC 20
Gilliland Jeter Wealth Management LLC 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 20
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 20
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 20
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 20
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 20
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 20
SUBS - EXCHANGE TRADED CONCEPTS TRUST - Fount Subscription Economy ETF 20
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 20
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 20
First Heartland Consultants, Inc. 20
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 20
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 20
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 20
Burren Capital Advisors Ltd 20
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 20
Norway Savings Bank 20
Annex Advisory Services, LLC 20
Blackhawk Capital Partners LLC. 20
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 20
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 20
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 20
Divisadero Street Capital Management, LP 20
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 20
Zwj Investment Counsel Inc 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 20
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 20
Invst, LLC 20
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 20
Horizon Investment Services, LLC 20
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 20
TUG - Listed Funds Trust - STF Tactical Growth ETF 20
Titan Global Capital Management Usa Llc 20
Osborne Partners Capital Management, Llc 20
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 20
Gw Henssler & Associates Ltd 20
Mastrapasqua Asset Management Inc 20
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 20
Harbor Spring Capital, LLC 20
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 20
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 20
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 20
Foxhaven Asset Management, LP 20
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 20
Premier Path Wealth Partners, LLC 20
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 20
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 20
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 20
CTC Capital Management, LLC 20
James Hambro & Partners 20
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 20
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 20
MTCGX - M FUND INC - M Large Cap Growth Fund 20
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 20
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 20
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 20
Capital Group Investment Management Pte. Ltd. 19
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 19
TCLD - Managed Portfolio Series - Tortoise Cloud Infrastructure Fund 19
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 19
Quotient Wealth Partners, LLC 19
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 19
FOMO - Collaborative Investment Series Trust - FOMO ETF 19
Evergreen Private Wealth LLC 19
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 19
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 19
Legg Mason Investment Counsel, LLC 19
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 19
Winthrop Capital Management, LLC 19
ATFV - Alger ETF Trust - Alger 35 ETF 19
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 19
Lee Capital Asset Management Llc 19
ANTIPODES PARTNERS Ltd 19
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 19
Soltis Investment Advisors LLC 19
Edge Capital Group, LLC 19
Daiwa SB Investments Ltd. 19
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 19
Mizuho Markets Cayman LP 19
HBC Financial Services, PLLC 19
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 19
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 19
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 19
MBM Wealth Consultants, LLC 19
Tri-continental Corp 19
Islay Capital Management, Llc 19
Meridian Wealth Advisors, LLC 19
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 19
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 19
Dagco, Inc. 19
Stock Yards Bank & Trust Co 19
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 19
Gabelli Multimedia Trust Inc. 19
VVSCX - VALIC Co I - Small Cap Value Fund 19
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 19
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 19
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 19
AlTi Global, Inc. 19
Quadcap Wealth Management, LLC 19
Emerson Point Capital Lp 19
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 19
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 19
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 19
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 19
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 19
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 19
Boreal Capital Management LLC 19
AlphaCentric Advisors LLC 19
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 19
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 19
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 19
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 19
Bristlecone Advisors, LLC 19
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 19
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 19
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 19
PFG Private Wealth Management, LLC 19
Apollo Tactical Income Fund Inc. 19
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 19
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 19
Gruber & Mcbaine Capital Management Llc 19
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 19
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 19
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 19
Wealth Management Partners, LLC 19
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 19
Murphy Michael R 19
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 19
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF 19
LifePro Asset Management 19
Nuveen Tax Advantaged Total Return Strategy Fund 19
Kazazian Asset Management, LLC 19
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 19
Sax Wealth Advisors, Llc 19
Allianzgi Convertible & Income 2024 Target Term Fund 19
Kesler, Norman & Wride, LLC 19
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 19
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 19
Sfmg, Llc 19
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 19
Deuterium Capital Management, LLC 19
Legacy Capital Wealth Partners, LLC 19
Ithaka Group Llc 19
Akkr Management Company, Llc 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 19
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 19
Thrivent Core Funds - Thrivent Core International Equity Fund 19
New Hampshire Trust 19
Argonautica Private Wealth Management, Inc 19
Putnam High Income Securities Fund 19
Simplify Asset Management Inc. 19
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 19
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 19
Permian Investment Partners, LP 19
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 19
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 19
Voya Global Advantage & Premium Opportunity Fund 19
Dock Street Asset Management Inc 19
Caliber Wealth Management, Llc 19
Eaton Vance Enhanced Equity Income Fund Ii 19
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 19
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 19
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 19
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 19
Birch Grove Capital LP 19
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 19
Proem Advisors LLC 19
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 19
Kalmar Investments Inc /de/ 19
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 19
BUG - Global X Funds - Global X Cybersecurity ETF 19
Bordeaux Wealth Advisors LLC 19
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 19
LBA Wealth Management, LLC 19
Cloverfields Capital Group, Lp 19
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 19
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 19
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 19
Alpha Omega Wealth Management LLC 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 19
Sachem Head Capital Management LP 19
TFB Advisors LLC 19
Allen Operations Llc 19
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 19
Ridgeworth Funds 19
Brick & Kyle, Associates 19
Piershale Financial Group, Inc. 19
Eaton Vance Tax-managed Buy-write Opportunities Fund 19
Cambria Investment Management, L.P. 19
Barrow Hanley Mewhinney & Strauss Llc 19
Red Tortoise LLC 19
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 19
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF 19
Corvex Management LP 19
NMIEX - Northern Funds - Active M International Equity Fund 19
Main Street Research LLC 19
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 19
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 19
Kamunting Street Capital Management, L.P. 19
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 19
Financial Engines Advisors L.L.C. 19
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 19
Crowley Wealth Management, Inc. 19
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 19
Ameliora Wealth Management Ltd. 19
STXV - EA Series Trust - Strive 1000 Value ETF 19
Tdam Usa Inc. 19
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 19
Wealth Effects Llc 19
Robbins Farley Llc 19
Raging Capital Management, LLC 19
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 19
Pennsylvania Trust Co 19
TB Alternative Assets Ltd. 19
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 19
Abc Arbitrage Sa 19
Zrc Wealth Management, Llc 19
CI Global Investments Inc. 19
FT Options LLC 19
Legacy Capital Group California, Inc. 19
MASTERINVEST Kapitalanlage GmbH 19
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 19
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 19
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 19
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 19
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 19
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 19
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 19
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 19
Board of the Pension Protection Fund 19
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 19
Cooper Investors Pty Ltd 19
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 19
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 19
Inverness Counsel Llc /ny/ 19
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 19
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 19
Kaizen Advisory, Llc 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 19
Cannell Capital Llc 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 19
Private Capital Advisors, Inc. 19
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 19
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 19
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 19
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 19
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 19
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 19
Israel Discount Bank of New York 19
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 19
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 19
Ninety One SA (PTY) Ltd 19
Stonebridge Capital Management Inc 19
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF 19
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 19
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 19
Systematic Alpha Investments, LLC 19
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 19
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 19
Lattice Capital Management, LLC 19
Kingfisher Capital LLC 19
Onefund, Llc 19
Rampart Investment Management Company, LLC 19
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 19
Ambassador Advisors, LLC 19
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 19
Alaethes Wealth LLC 19
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 19
Swedbank 19
GSB Wealth Management, LLC 19
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 19
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 19
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 19
40 North Management LLC 19
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 19
Makena Capital Management Llc 19
HCR Wealth Advisors 19
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 19
Advance Capital I Inc 19
Yong Rong (HK) Asset Management Ltd 19
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 19
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 19
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 19
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 19
Cheviot Value Management, LLC 19
Lockheed Martin Investment Management Co 19
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 19
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 19
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 19
Maseco Llp 19
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 19
Pinnacle Holdings, LLC 19
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 19
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 19
Willingdon Wealth Management 19
Tectonic Advisors Llc 19
Keenan Capital, LLC 19
Institutional Investment Strategy Fund 19
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 19
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 19
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 19
Pinnacle Wealth Management Advisory Group, LLC 19
Homrich & Berg 19
Gq Asset Management, Llc 19
Quotient Investors, LLC 19
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF 19
Roberts Glore & Co Inc /il/ 19
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 19
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 19
Perennial Advisors, LLC 19
Profunds - Profund Vp Large-cap Value 19
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 19
Sage Rhino Capital Llc 19
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 19
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 19
Paradigm Capital Management Inc/ny 19
Candlestick Capital Management LP 19
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 19
Cota Capital Management, LLC 19
Northwest Wealth Management, Llc 19
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 19
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 19
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 19
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 19
Signature Resources Capital Management, LLC 19
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 18
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 18
SPRX - Listed Funds Trust - Spear Alpha ETF 18
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 18
Glenview Capital Management, Llc 18
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 18
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 18
Masters Capital Management Llc 18
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 18
Advanced Series Trust - Ast Mfs Growth Portfolio 18
Western Asset Management Company, LLC 18
Atlanta Capital Management Co L L C 18
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 18
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 18
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 18
DHJJ Financial Advisors, Ltd. 18
Oppenheimer Global Multi-asset Growth Fund 18
Empire Life Investments Inc. 18
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 18
Klingman & Associates, LLC 18
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 18
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 18
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 18
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 18
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 18
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 18
Platte River Capital LLC 18
Mariner Wealth Advisors-NYC, LLC 18
Ninety One North America, Inc. 18
GenTrust, LLC 18
Phocas Financial Corp. 18
Physicians Financial Services, Inc. 18
Richard W. Paul & Associates, LLC 18
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 18
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 18
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 18
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 18
Global Assets Advisory, LLC 18
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 18
Heritage Trust Co 18
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 18
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 18
Core Wealth Advisors, Inc. 18
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 18
Dynasty Wealth Management, Llc 18
Thompson Investment Management, Inc. 18
S-Bank Fund Management Ltd 18
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 18
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 18
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class 18
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 18
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 18
Waddell & Reed Advisors Funds 18
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 18
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 18
Menora Mivtachim Holdings Ltd. 18
Regal Wealth Group, Inc. 18
Quadrant Private Wealth Management, LLC 18
Roman Butler Fullerton & Co 18
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 18
Belmont Capital, LLC 18
Mfs Charter Income Trust 18
Beaumont Financial Partners, LLC 18
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 18
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 18
Citizens Business Bank 18
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 18
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 18
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 18
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class 18
Edmond De Rothschild Asset Management (france) 18
Strategic Planning Group, Llc 18
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 18
TBH Global Asset Management, LLC 18
Doyle Wealth Management 18
InterOcean Capital Group, LLC 18
Napean Trading & Investment Co (Singapore) PTE Ltd 18
Valinor Management, Llc 18
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 18
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 18
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 18
Koesten, Hirschmann & Crabtree, INC. 18
Infini Capital Management Ltd 18
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 18
Wafra Inc. 18
Turner Funds 18
Jupiter Wealth Management LLC 18
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 18
IronBridge Capital Management LP 18
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 18
Octahedron Capital Management L.P. 18
Strategic Financial Concepts, LLC 18
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 18
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF 18
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB 18
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 18
Wilmington Trust, National Association 18
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 18
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 18
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 18
Greenvale Capital LLP 18
Aspetuck Financial Management LLC 18
Geller Advisors LLC 18
Night Owl Capital Management, LLC 18
Sapphire Ventures, L.l.c. 18
Quad Capital Management Advisors LLC 18
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 18
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 18
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 18
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND 18
Ivy Lane Capital Management, Llc 18
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 18
Davis R M Inc 18
waypoint wealth counsel 18
Seelaus Asset Management LLC 18
Trust Co Of Toledo Na /oh/ 18
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 18
Beirne Wealth Consulting Services, LLC 18
Covenant Asset Management, LLC 18
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 18
First American Bank 18
Go Etf Solutions Llp 18
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 18
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 18
Houlihan Financial Resource Group, Ltd. 18
Brand Asset Management Group, Inc. 18
Cherry Creek Investment Advisors, Inc. 18
Wsfs Capital Management, Llc 18
Modern Wealth Management, LLC 18
Beacon Capital Management, Inc. 18
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 18
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 18
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 18
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 18
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 18
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 18
Antara Capital LP 18
Doliver Advisors, Lp 18
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 18
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares 18
Linscomb & Williams, Inc. 18
Blackstone / Gso Senior Floating Rate Term Fund 18
Arthur M. Cohen & Associates, Llc 18
Sound View Wealth Advisors Group, LLC 18
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 18
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 18
Richards, Merrill & Peterson, Inc. 18
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 18
FRG Family Wealth Advisors LLC 18
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 18
Taylor Hoffman Wealth Management 18
Xcel Wealth Management, LLC 18
Bellevue Group AG 18
SPYGX - Manager Directed Portfolios - Spyglass Growth Fund Institutional Shares 18
Greenwich Wealth Management LLC 18
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 18
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 18
NOFIX - Northern Funds - Northern Fixed Income Fund 18
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 18
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 18
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 18
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 18
Sphinx Trading, Lp 18
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 18
Atalanta Sosnoff Capital, Llc 18
Ctc Llc 18
Pvg Asset Management Corp 18
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 18
AMG National Trust Bank 18
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 18
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 18
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 18
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 18
Axel Capital Management, LLC 18
Connor Clark & Lunn Investment Management Ltd 18
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 18
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 18
Dodge & Cox 18
Pandora Wealth, Inc. 18
Field & Main Bank 18
Gladstone Capital Management LLP 18
Baron Wealth Management LLC 18
Lakewood Asset Management LLC 18
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 18
New America High Income Fund Inc 18
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio 18
Angeles Investment Advisors, LLC 18
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 18
Bridgeworth, LLC 18
MGRIX - Marsico Investment Fund - Marsico Growth Fund 18
Franklin Ltd Duration Income Trust 18
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 18
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 18
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 18
Cypress Point Wealth Management, LLC 18
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 18
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 18
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 18
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 18
Callan Capital, LLC 18
IFC Holdings Incorporated/FL 18
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 18
Traub Capital Management LLC 18
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 18
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 18
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 18
ROSS\JOHNSON & Associates LLC 18
Smith, Salley & Associates 18
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 18
Crabel Capital Management, LLC 18
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 18
RE Dickinson Investment Advisors, LLC 18
Cobblestone Capital Advisors Llc /ny/ 18
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 18
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 18
Amica Pension Fund Board Of Trustees 18
Harvest Volatility Management Llc 18
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 18
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 18
Strategic Vision Investment Ltd 18
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 18
Aristotle Atlantic Partners, Llc 18
Portfolio Design Labs, LLC 18
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 18
Sheets Smith Investment Management 18
Condor Capital Management 18
Benchmark Investment Advisors LLC 18
Arbor Capital Management Llc 18
Marshall Financial Group LLC 18
Kempen Capital Management N.v. 18
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 18
Morris Retirement Advisors, LLC 18
Shanda Payment Holdings Ltd. 18
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 18
Mass Ave Global Inc. 18
Robinson Capital Management, Llc 18
CenturyLink Investment Management Co 18
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 18
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 18
Argent Advisors, Inc. 18
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 18
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 18
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 18
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 18
Wallace Advisory Group, LLC 18
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 18
Northwest Capital Management Inc 18
ARS Investment Partners, LLC 18
Mainstay Capital Management Llc /adv 18
Franchise Capital Ltd 18
Isthmus Partners, Llc 18
Global Financial Private Capital, LLC 18
Bramshill Investments, LLC 18
Brave Asset Management Inc 18
Accredited Wealth Management, LLC 18
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 18
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 18
Jarislowsky, Fraser Ltd 18
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 18
JB Capital LLC 18
Lunia Capital Lp 18
GQG Partners LLC 18
Garner Asset Management Corp 18
Advent International Corp/ma 18
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 18
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 18
RHJ International SA 18
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 18
Punch & Associates Investment Management, Inc. 18
Voss Capital, LLC 18
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 17
First Affirmative Financial Network 17
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 17
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 17
OTA Financial Group L.P. 17
American Financial Network Advisory Services Llc 17
Prentice Wealth Management LLC 17
Signal Advisors Wealth, LLC 17
Harding Loevner Lp 17
Heritage Financial Services, LLC 17
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 17
QUANTRES ASSET MANAGEMENT Ltd 17
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 17
Copperwynd Financial, LLC 17
Blue Owl Capital Holdings LP 17
EMJ Capital Ltd. 17
Nellore Capital Management LLC 17
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF 17
Princeton Capital Management Llc 17
Special Opportunities Fund, Inc. 17
Holloway Wealth Management, LLC 17
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 17
ACK Asset Management LLC 17
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 17
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 17
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 17
ARKK - Ark ETF Trust - ARK Innovation ETF 17
Varenne Capital Partners 17
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 17
Tiaa, Fsb 17
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 17
Fsb Premier Wealth Management, Inc. 17
1776 Wealth LLC 17
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 17
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 17
Klr Investment Advisors, Llc 17
Freedom Wealth Alliance, Llc 17
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 17
Connecticut Wealth Management, LLC 17
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 17
Kaufman Rossin Wealth, LLC 17
DeDora Capital, Inc. 17
Cambiar Investors Llc 17
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 17
Adams Wealth Management 17
Kinetic Partners Management, LP 17
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 17
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 17
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 17
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 17
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 17
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 17
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 17
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 17
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 17
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 17
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 17
STF Management LP 17
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 17
Focus Financial Network Inc /adv 17
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 17
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 17
Corrado Advisors, Llc 17
Sandell Asset Management Corp 17
Sentinel Trust Co Lba 17
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 17
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 17
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 17
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 17
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 17
Midwest Professional Planners, LTD. 17
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 17
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF 17
Integrated Core Strategies (us) Llc 17
Guild Investment Management, Inc. 17
IVRS - iSHARES TRUST - iShares Future Metaverse Tech and Communications ETF 17
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 17
Galvin, Gaustad & Stein, LLC 17
Wells Fargo Multi-sector Income Fund 17
Lee Danner & Bass Inc 17
Octavia Wealth Advisors, LLC 17
Bks Advisors, Llc 17
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 17
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 17
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 17
CoreFirst Bank & Trust 17
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 17
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 17
JSF Financial, LLC 17
PACIFIC SELECT FUND - Core Income Portfolio Class I 17
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 17
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 17
Paul John Balson 17
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 17
Noked Capital LTD 17
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 17
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 17
TAP Consulting, LLC 17
Atalaya Capital Management LP 17
Cypress Capital Group 17
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 17
DiMeo Schneider & Associates, L.L.C. 17
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 17
6 Meridian 17
Accredited Investors Inc. 17
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 17
Smallwood Wealth Investment Management, LLC 17
Highview Capital Management LLC/DE/ 17
Perkins Investment Management, LLC 17
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 17
Campbell Capital Management Inc 17
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 17
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 17
Jana Partners Llc 17
Bray Capital Advisors 17
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 17
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 17
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF 17
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 17
Intrua Financial, LLC 17
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 17
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 17
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 17
TT International Asset Management LTD 17
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 17
Kepos Capital LP 17
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 17
South Shore Capital Advisors 17
No Street GP LP 17
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 17
Dowling & Yahnke Llc 17
Davis Selected Advisers 17
BBR ALO Fund, LLC 17
Wisconsin Capital Management Llc 17
Stifel Nicolaus & Co Inc \mo\ 17
Clear Street Derivatives LLC 17
VCIEX - VALIC Co I - International Equities Index Fund 17
Riverpark Capital Management Llc 17
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 17
Foster Victor Wealth Advisors, LLC 17
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 17
SP Asset Management LLC 17
Trium Capital LLP 17
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 17
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 17
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 17
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 17
Cyndeo Wealth Partners, LLC 17
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 17
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 17
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 17
Standard Life Investments LTD 17
Chartwell Investment Partners/pa 17
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 17
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 17
Green Square Capital Advisors Llc 17
Daymark Wealth Partners, Llc 17
Credit Capital Investments LLC 17
Bridgecreek Investment Management, LLC 17
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 17
Corsair Capital Management, L.p. 17
Western Financial Corp/CA 17
Shepherd Financial Partners LLC 17
Vivaldi Opportunities Fund 17
WealthPlan Investment Management, LLC 17
Biltmore Capital Advisors LLC 17
MLPIX - Profunds - Mid-cap Value Profund Investor Class 17
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 17
DORCHESTER WEALTH MANAGEMENT Co 17
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 17
KP Management LLC 17
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 17
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 17
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 17
Camelot Portfolios, LLC 17
Cannell Peter B & Co Inc 17
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 17
Future Fund LLC 17
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 17
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 17
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 17
Appleton Partners Inc/ma 17
Evelyn Partners Investment Management LLP 17
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 17
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 17
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 17
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 17
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 17
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 17
Ikos Cif Ltd 17
Allegis Investment Advisors, LLC 17
Private Wealth Partners, LLC 17
Cortina Funds, Inc. 17
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 17
FOURPOINTS Investment Managers, S.A.S. 17
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 17
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 17
FirstPurpose Wealth LLC 17
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 17
Stance Capital Llc 17
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 17
New Century Financial Group, LLC 17
Budros, Ruhlin & Roe, Inc. 17
Pathway Financial Advisors LLC 17
PUNK - Series Portfolios Trust - Subversive Metaverse ETF 17
Fondren Management LP 17
High Pointe Capital Management Llc 17
Wealthgarden F.s. Llc 17
Grace Capital 17
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 17
Atlantic Edge Private Wealth Management, LLC 17
Pure Financial Advisors, Inc. 17
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 17
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 17
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 17
Aviance Capital Management, Llc 17
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 17
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 17
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 17
Leavell Investment Management, Inc. 17
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 17
Old Well Partners, LLC 17
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 17
Elliott Investment Management L.P. 17
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 17
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 17
Family Legacy Financial Solutions, LLC 17
CFS Investment Advisory Services, LLC 17
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 17
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 17
Huntleigh Advisors, Inc. 17
Forte Capital Llc /adv 17
Chimera Capital Management LLC 17
City National Bank 17
Siena Capital Llc 17
White Square Capital Llp 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 17
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
Long Island Wealth Management, Inc. 17
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 17
Studio Investment Management Llc 17
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 17
Cohen Capital Management, Inc. 17
Azimuth Capital Investment Management LLC 17
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 17
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 17
Little House Capital Llc 17
Oxford Financial Group Ltd 17
Broadview Advisors Llc 17
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 17
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 17
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 17
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 17
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 17
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 17
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 17
Circumference Group LLC 17
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 17
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 17
Pflug Koory, LLC 17
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 17
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 17
NOINX - Northern Funds - Northern International Equity Index Fund 17
NOLCX - Northern Funds - Northern Large Cap Core Fund 17
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 17
Stiles Financial Services Inc 17
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 17
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 17
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 17
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 17
Fore Research & Management, LP 17
BKM Wealth Management, LLC 17
Price Capital Management, Inc. 17
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF 17
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 17
denkapparat Operations GmbH 17
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 17
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 17
Daruma Capital Management Llc 17
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 17
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 17
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 17
Schwartz Investment Counsel Inc 17
MTM Investment Management, LLC 17
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 17
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 17
First National Corp /ma/ /adv 17
Seldon Capital Lp 17
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 17
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 17
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 17
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 17
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 17
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 17
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 17
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 17
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 17
SPAM - Themes ETF Trust - Themes Cybersecurity ETF 17
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 17
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 17
Shufro Rose & Co Llc 17
Twin Securities, Inc. 16
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 16
SeaBridge Investment Advisors LLC 16
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 16
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 16
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 16
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 16
Royce Global Value Trust, Inc. 16
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 16
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 16
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 16
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 16
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 16
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 16
Boston Financial Mangement Llc 16
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A 16
Corient IA LLC 16
Clay Northam Wealth Management, LLC 16
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 16
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 16
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 16
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 16
Perkins Capital Management Inc 16
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 16
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 16
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 16
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 16
Troluce Capital Advisors LLC 16
Sustainable Growth Advisers, LP 16
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 16
Dividend Asset Capital, Llc 16
Evelyn Partners Investment Management Services Ltd 16
First National Bank of Hutchinson 16
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 16
Rinkey Investments 16
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 16
Southeast Asset Advisors Inc. 16
Stuart Chaussee & Associates, Inc. 16
Beaumont Financial Advisors, LLC 16
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 16
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 16
Allegiance Financial Group Advisory Services LLC 16
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 16
B.O.S.S. Retirement Advisors, LLC 16
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 16
Intrepid Capital Management Inc 16
Franklin Templeton International Trust 16
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 16
Capital Management Associates /ny/ 16
Paulson & Co. Inc. 16
Voya Global Equity Dividend & Premium Opportunity Fund 16
Delap Wealth Advisory, Llc 16
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 16
Gould Capital, LLC 16
Volterra Technologies LP 16
Scott Marsh Financial, LLC 16
Capricorn Fund Managers Ltd 16
Oppenheimer Discovery Fund 16
Prentiss Smith & Co Inc 16
Vicus Capital 16
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 16
True North Advisors, LLC 16
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 16
Nicolet Bankshares Inc 16
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 16
Sonora Investment Management Group, LLC 16
Northeast Investment Management 16
Milestone Investment Advisors LLC 16
Prosperity Consulting Group, LLC 16
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 16
Spence Asset Management 16
Copeland Capital Management, LLC 16
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 16
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 16
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 16
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 16
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 16
Dreyfus High Yield Strategies Fund 16
Relative Value Partners Group, LLC 16
Clark Estates Inc/ny 16
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 16
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 16
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 16
Carret Asset Management, Llc 16
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 16
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 16
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 16
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 16
Trivant Custom Portfolio Group, LLC 16
Holderness Investments Co 16
3Chopt Investment Partners, LLC 16
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 16
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 16
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 16
Leonard Capital Management, Inc 16
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 16
Baldwin Investment Management, LLC 16
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 16
Herndon Capital Management Llc 16
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF 16
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 16
Cooper/haims Advisors, Llc 16
Nippon Life Insurance Co 16
Lloyds Banking Group plc 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 16
Dfa Investment Trust Co - The Continental Small Company Series 16
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 16
Shamrock Asset Management LLC 16
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 16
CFO4Life Group, LLC 16
Fort Pitt Capital Group, Llc 16
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 16
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 16
Capital Markets Trading UK LLP 16
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 16
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF 16
First Sabrepoint Capital Management Lp 16
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 16
WFA Asset Management Corp 16
E Six Thirteen, Llc 16
Rossmore Private Capital 16
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 16
Jafra Capital Management LP 16
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 16
Brandes Investment Partners, Lp 16
Avondale Wealth Management 16
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 16
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 16
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 16
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 16
QVT Financial LP 16
Moss Adams Wealth Advisors LLC 16
EMG Holdings, L.P. 16
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 16
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 16
Genesee Valley Trust Co 16
Financial Advisors Network, Inc. 16
Portfolio Strategies, Inc. 16
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 16
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 16
Amtrust Financial Services, Inc. 16
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 16
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 16
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 16
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 16
PPM Funds - PPM Floating Rate Income Fund (Inst) 16
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 16
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 16
Fusion Family Wealth LLC 16
Hartwell J M Limited Partnership 16
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 16
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 16
Artal Group S.A. 16
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 16
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 16
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 16
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 16
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 16
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 16
Savvy Advisors, Inc. 16
Gierl Augustine Investment Management Inc 16
OMNI 360 Wealth, Inc. 16
Insight Advisors, LLC/ PA 16
Exxonmobil Investment Management Inc /tx 16
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF 16
Jackson Hole Capital Partners, LLC 16
BOCHK Asset Management Ltd 16
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 16
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 16
Ada Investment Management, LP 16
First Trust Investment Solutions L.P. 16
Lynwood Capital Management Inc. 16
Briaud Financial Planning, Inc 16
LifeSteps Financial, Inc. 16
Maia Wealth LLC 16
Penbrook Management LLC 16
Minot Wealth Management LLC 16
Capitolis Liquid Global Markets LLC 16
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 16
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 16
Oberndorf William E 16
Alphabet Inc. 16
Torno Capital, Llc 16
Transform Wealth, LLC 16
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 16
North Peak Capital Management, LLC 16
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 16
Park National Corp /oh/ 16
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 16
Susquehanna International Group Ltd. 16
Delphi Private Advisors LLC 16
United Advisor Group, LLC 16
Affinity Wealth Management Llc 16
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 16
Corbett Road Capital Management, Llc 16
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 16
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 16
Boston Common Asset Management, LLC 16
H2o Am Llp 16
Brendel Financial Advisors LLC 16
Soros Capital Management Llc 16
Cove Street Capital, LLC 16
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 16
Legg Mason Investment Counsel & Trust Co., N.A. 16
Gyroscope Capital Management Group, Llc 16
Catamount Wealth Management 16
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 16
Re Advisers Corp 16
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 16
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 16
Canyon Capital Advisors Llc 16
Deseret Mutual Benefit Administrators 16
RVW Wealth, LLC 16
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 16
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 16
Lionsbridge Wealth Management LLC 16
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 16
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 16
Kent Lake Capital LLC 16
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 16
Seven Springs Wealth Group, LLC 16
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y 16
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 16
Sugar Maple Asset Management, LLC 16
ShearLink Capital, LLC 16
Quentec Asset Management Llc 16
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 16
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 16
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 16
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 16
Tempus Wealth Planning, LLC 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 16
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 16
Trust Investment Advisors 16
Bdf-gestion 16
Principle Wealth Partners Llc 16
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 16
Bares Capital Management, Inc. 16
Winton Capital Management Ltd 16
Walter & Keenan Financial Consulting Co /mi/ /adv 16
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 16
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 16
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 16
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 16
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 16
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 16
Berger Financial Group, Inc 16
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 16
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 16
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 16
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 16
Munder Series Trust 16
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 16
Daiwa Capital Markets America Inc. 16
Weatherbie Capital, Llc 16
Alpine Bank Wealth Management 16
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 16
JBF Capital, Inc. 16
WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF 16
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 16
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 16
Orinda Asset Management LLC 16
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 16
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 16
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 16
Arcadia Investment Advisors Llc 16
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 16
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF 16
Arena Capital Advisors, LLC- CA 16
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 16
Strategic Investment Management, Llc 16
YOKE - EA Series Trust - Yoke Core ETF 16
Legacy Financial Group LLC 16
Scholtz & Company, Llc 16
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 16
Wingate Wealth Advisors, Inc. 16
LKBAX - LKCM Funds - LKCM Balanced Fund 16
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 16
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 16
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 16
Kelly Lawrence W & Associates Inc/ca 16
Highland Private Wealth Management 16
Asturias Capital Llc 16
Berkshire Asset Management Llc/pa 16
Pomelo Capital LLC 16
IFS Advisors, LLC 16
Bernard Wealth Management Corp. 16
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 16
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 16
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 16
Esoterica Thematic Trust - Esoterica NextG Economy ETF 16
Premier Asset Management Llc 16
Mariner Investment Group Llc 16
Beese Fulmer Investment Management, Inc. 16
MML Series Investment Fund II - MML Asset Momentum Fund Class II 16
Calixto Global Investors, LP 16
MML Series Investment Fund II - MML High Yield Fund Class II 16
Outfitter Financial LLC 16
Anderson Financial Strategies, LLC 16
Freedman Financial Associates, Inc. 16
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 16
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 16
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 16
Donaldson Capital Management, Llc 16
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 16
SFYF - Tidal ETF Trust - SoFi 50 ETF 16
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 16
Johnson Midwest Financial, LLC 16
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF 16
Crawford Investment Counsel Inc 16
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 16
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 16
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 16
First Growth Capital Management LLC 16
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 16
Cardan Capital Partners, LLC 16
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 16
Columbia Asset Management 16
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 16
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 16
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 16
Potomac Capital Management, Inc. 16
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 16
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 16
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 16
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 16
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 16
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 16
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 16
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 16
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 16
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 16
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 16
Lansing Street Advisors 16
FEDERATED CORE TRUST - High Yield Bond Portfolio 16
BRC Investment Management LLC 16
Haverford Trust Co 16
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 16
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 16
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 16
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 16
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 16
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 15
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 15
Wilmington Trust Co 15
MML Series Investment Fund II - MML Blend Fund Initial Class 15
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 15
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 15
Jeppson Wealth Management, Llc 15
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 15
Arthedge Capital Management, LLC 15
Plancorp, LLC 15
Valliance Asset Management Ltd 15
Compass Wealth Management LLC 15
Signature Estate & Investment Advisors Llc 15
Bwcp, Lp 15
Urban Wealth Management, LLC 15
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 15
Applied Finance Capital Management, LLC 15
FengHe Fund Management Pte. Ltd. 15
Sicart Associates LLC 15
OmniStar Financial Group, Inc. 15
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 15
Key Square Capital Management LLC 15
Cowa, Llc 15
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 15
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 15
Covenant Multifamily Offices, LLC 15
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 15
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 15
Talon Private Wealth, LLC 15
Means Investment Co., Inc. 15
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 15
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 15
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund 15
Advanced Series Trust - Ast High Yield Portfolio 15
TD Securities (USA) LLC 15
British Airways Pensions Investment Management Ltd 15
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF 15
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 15
One01 Capital, LP 15
Beech Hill Advisors, Inc. 15
Segment Wealth Management, LLC 15
EastBay Asset Management, LLC 15
Harvest Portfolios Group Inc. 15
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 15
Transatlantique Private Wealth Llc 15
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF 15
Fairway Wealth LLC 15
Aspen Grove Capital, LLC 15
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 15
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class 15
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 15
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 15
Pluribus Labs, LLC 15
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) 15
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 15
D.B. Root & Company, LLC 15
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 15
MSD Partners, L.P. 15
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 15
Patten & Patten Inc/tn 15
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 15
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 15
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares 15
Counsel Portfolio Services Inc. 15
Garden State Investment Advisory Services LLC 15
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 15
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 15
Marco Investment Management Llc 15
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 15
CapWealth Advisors, LLC 15
Wells Fargo Global Dividend Opportunity Fund 15
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 15
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 15
NS Partners Ltd 15
CM Management, LLC 15
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 15
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 15
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 15
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 15
Profunds - Profund Vp Mid-cap Value 15
Ares Dynamic Credit Allocation Fund, Inc. 15
FSM Wealth Advisors, LLC 15
Ipswich Investment Management Co., Inc. 15
TrueMark Investments, LLC 15
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 15
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 15
Resolute Capital Asset Partners LLC 15
Sovereign Financial Group, Inc. 15
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 15
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 15
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 15
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 15
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 15
Enterprise Trust & Investment Co 15
RIA Advisory Group LLC 15
Somerset Trust Co 15
Hunter Associates Investment Management Llc 15
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 15
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 15
Gerstein Fisher 15
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 15
Guerra Pan Advisors, Llc 15
Fdp Series, Inc. 15
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 15
Cornerstone Capital, Inc. 15
Norris Perne & French Llp/mi 15
Acorn Wealth Advisors, LLC 15
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 15
West Michigan Advisors, Llc 15
Canvas Wealth Advisors, LLC 15
Horizon Kinetics LLC 15
Dearborn Partners Llc 15
Eaton Vance Tax-managed Buy-write Income Fund 15
Olistico Wealth, LLC 15
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 15
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 15
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 15
Montag & Caldwell, Llc 15
Evolution Wealth Management Inc. 15
Euclid Advisors LLC 15
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 15
Jat Capital Management, L.p. 15
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 15
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 15
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 15
Stone Toro Investment Advisers, LP 15
Comerica Securities Inc 15
Catalyst Financial Partners Llc 15
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 15
White Pine Capital Llc 15
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 15
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 15
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 15
Syntax Advisors, Llc 15
Wealth Preservation Advisors, LLC 15
Peddock Capital Advisors, Llc 15
New Covenant Trust Company, N.A. 15
Piscataqua Savings Bank 15
Discovery Group I, LLC 15
Cary Street Partners Asset Management Llc 15
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 15
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 15
Neuberger Berman High Yield Strategies Fund Inc. 15
Kolinsky Wealth Management, LLC 15
WCG Wealth Advisors LLC 15
Topline Capital Management, LLC 15
JDM Financial Group LLC 15
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 15
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 15
Caisse Des Depots Et Consignations 15
Probity Advisors, Inc. 15
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 15
Staley Capital Advisers Inc 15
Point Break Capital Management, LLC 15
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 15
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 15
St. Johns Investment Management Company, LLC 15
Windmill Hill Asset Management Ltd 15
Strategic Asset Management, LLC 15
Capital Group Private Client Services, Inc. 15
HoyleCohen, LLC 15
Ashburton (Jersey) Ltd 15
Harris Associates L P 15
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 15
Howland Capital Management Llc 15
VGI Partners Ltd 15
Azora Capital LP 15
Coastal Investment Management, L.p. 15
Hellman Jordan Management Co Inc /ma/ 15
VCBDX - VALIC Co I - Core Bond Fund 15
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 15
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 15
S&co Inc 15
Crescent Park Management, L.P. 15
Clarity Capital Partners LLC 15
London & Capital Asset Management Ltd 15
Horizon Bancorp Inc /in/ 15
Susquehanna Advisors Group, Inc. 15
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 15
Mcmorgan & Co Llc 15
Guyasuta Investment Advisors Inc 15
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 15
Penn Mutual Asset Management, LLC 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 15
Stevard, LLC 15
New World Advisors LLC 15
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 15
Dg Capital Management Inc 15
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 15
Pegasus Partners Ltd. 15
Leo Wealth, LLC 15
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 15
MONECO Advisors, LLC 15
OV Management LLC 15
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 15
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 15
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 15
Indiana Trust & Investment Management CO 15
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 15
Bowen Hanes & Co Inc 15
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 15
Austin Private Wealth, LLC 15
Clearwater Capital Advisors, LLC 15
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 15
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 15
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 15
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 15
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 15
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 15
Cypress Capital, LLC 15
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 15
PLAT - WisdomTree Trust - WisdomTree Modern Tech Platforms Fund N/A 15
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 15
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 15
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 15
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 15
Acima Private Wealth, Llc 15
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 15
IAM Advisory, LLC 15
Monaco Asset Management SAM 15
13D Management LLC 15
Cowbird Capital Lp 15
Aevitas Wealth Management, Inc. 15
Amplify ETF Trust - Amplify BlueStar Israel Technology ETF 15
JCIC Asset Management Inc. 15
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 15
Highline Capital Management, L.p. 15
Edmond De Rothschild (suisse) S.a. 15
Tourbillon Capital Partners, L.P. 15
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 15
Bard Financial Services, Inc. 15
Poehling Capital Management, LLC 15
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 15
Sunriver Management LLC 15
GMEZX - GuideStone Funds - Impact Equity Fund Investor 15
Catalina Capital Group, LLC 15
Bank Of Nova Scotia Trust Co 15
Manteio Capital LLC 15
EMS Capital LP 15
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 15
John G Ullman & Associates Inc 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 15
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 15
Orser Capital Management, Llc 15
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 15
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 15
Pine Valley Investments Ltd Liability Co 15
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 15
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 15
Retirement Wealth Solutions LLC 15
ACT Capital Management, LLLP 15
PENN SERIES FUNDS INC - Small Cap Value Fund 15
Pacific Alternative Asset Management Company, Llc 15
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 15
Barton Investment Management 15
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 15
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF 15
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 15
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 15
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 15
Johanson Financial Advisors, Inc. 15
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 15
Sowa Financial Group, Inc. 15
Fort Sheridan Advisors Llc 15
Investors Capital Advisory Services 15
Waddell & Associates, Llc 15
Financial Life Planners 15
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 15
Wealthstreet Investment Advisors, LLC 15
Valley Brook Capital Group, Inc. 15
Fi3 FINANCIAL ADVISORS, LLC 15
Iridian Asset Management Llc/ct 15
Sovran Advisors, LLC 15
IVC Wealth Advisors LLC 15
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 15
Ocean Capital Management, LLC 15
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 15
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 15
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 15
Roxbury Financial LLC 15
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 15
VestGen Advisors, LLC 15
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 15
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 15
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 15
Arnhold LLC 15
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 15
Consolidated Press International Holdings Ltd 15
Schaper Benz & Wise Investment Counsel Inc/wi 15
Northside Capital Management, LLC 15
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 15
Tcs Capital Management Llc 15
Jnl Series Trust - Jnl/mellon International Index Fund (a) 15
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 15
Vista Private Wealth Partners. LLC 15
Baldrige Asset Management LLC 15
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 15
Promus Capital, LLC 15
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 15
Wealth High Governance Capital Ltda 15
Impact Capital Partners LLC 15
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 15
Poinciana Advisors Group, Llc 15
Morgan Creek Global Equity Long/short Institutional Fund 15
Trust Co 15
Magnolia Capital Advisors Llc 15
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 15
Tekne Capital Management, LLC 15
VSM Wealth Advisory, LLC 15
Heritage Investors Management Corp 15
SRTTX - SMA RELATIONSHIP TRUST - Series T 15
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 15
Mawer Investment Management Ltd. 15
Lumina Fund Management LLC 15
Nepsis, Inc. 15
VELA Investment Management, LLC 15
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 15
Grant Private Wealth Management Inc 15
Kingdom Ridge Capital, LLC 15
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 15
Busey Wealth Management 15
Lgl Partners, Llc 15
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 15
Visionary Wealth Advisors 15
Fs Credit Income Fund 15
FS Series Trust - FS Market Neutral Fund Class I 15
Mb, Levis & Associates, Llc 15
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 15
P.a.w. Capital Corp 15
Analyst IMS Investment Management Services Ltd. 15
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 15
Optimize Financial Inc 15
Werba Rubin Papier Wealth Management 15
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio 15
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 15
Performa Ltd (US), LLC 15
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 15
Naples Global Advisors, Llc 15
Cidel Asset Management Inc 15
Buck Wealth Strategies, LLC 15
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 15
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 15
Arlington Financial Advisors, LLC 15
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 15
LCG - Northern Lights Fund Trust IV - Sterling Capital Focus Equity ETF 15
BLI - Banque de Luxembourg Investments 15
Laird Norton Trust Company, Llc 15
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 15
Signature Wealth Management Group 15
Portman Square Capital LLP 15
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF 15
Ofi Carlyle Private Credit Fund 15
Investors Asset Management Of Georgia Inc /ga/ /adv 15
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 15
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 15
Ivory Investment Management, Llc 15
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 15
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 15
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 15
Adell Harriman & Carpenter Inc 15
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 14
Axiom Advisory, LLC 14
Steamboat Capital Partners, LLC 14
CHGX - EA Series Trust - Stance Sustainable Beta ETF 14
Wellspring Financial Advisors, LLC 14
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 14
RP Investment Advisors LP 14
Martin Currie Ltd 14
Nia Impact Advisors, Llc 14
Bbjs Financial Advisors, Llc 14
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 14
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 14
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 14
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 14
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 14
First National Trust Co 14
MML Series Investment Fund II - MML Equity Fund Initial Class 14
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 14
Wunderlich Capital Managemnt 14
Three Seasons Wealth, LLC 14
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 14
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 14
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 14
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 14
Source Capital Inc /de/ 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 14
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 14
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 14
MML Series Investment Fund II - MML Special Situations Fund Class II 14
Howard Financial Services, Ltd. 14
Meridiem Capital Partners LP 14
Canal Capital Management, LLC 14
Twenty Acre Capital LP 14
Douglas Lane & Associates, LLC 14
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 14
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 14
Tenere Capital LLC 14
MorganRosel Wealth Management, LLC 14
Marvin & Palmer Associates Inc 14
Stanford Investment Group, Inc. 14
Monument Capital Management 14
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 14
Crestone Asset Management LLC 14
Wolf Group Capital Advisors 14
Reston Wealth Management Llc 14
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 14
NCP Inc. 14
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 14
Guardian Wealth Advisors, Llc / Nc 14
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 14
Abdiel Capital Advisors, LP 14
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 14
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 14
MU Investments Co., Ltd. 14
Buckhead Capital Management Llc 14
Wiser Advisor Group LLC 14
Pingora Partners LLC 14
Sargent Investment Group, LLC 14
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 14
HN Saltoro Capital, LP 14
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 14
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 14
Western Asset Corporate Loan Fund Inc. 14
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 14
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 14
Reyes Financial Architecture, Inc. 14
BARING ASSET MANAGEMENT Ltd 14
Mitchell Mcleod Pugh & Williams Inc 14
LFA - Lugano Financial Advisors SA 14
Novem Group 14
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 14
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 14
DCF Advisers, LLC 14
Ritter Daniher Financial Advisory LLC / DE 14
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 14
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 14
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 14
Latitude Advisors, LLC 14
Gabelli Equity Series Funds Inc 14
Cypress Wealth Services, LLC 14
Lindenwold Advisors 14
Chesley Taft & Associates LLC 14
Ayrton Capital LLC 14
Value Star Asset Management (Hong Kong) Ltd 14
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 14
E&G Advisors, LP 14
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 14
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 14
Benchstone Capital Management LP 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
Montanaro Asset Management Ltd 14
RGT Wealth Advisors, LLC 14
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 14
RK Capital Management, LLC 14
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I 14
Kings Path Partners LLC 14
aeris Capital Holding GmbH 14
Barnes Dennig Private Wealth Management LLC 14
Capital & Planning, Llc 14
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 14
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 14
AIGH Capital Management LLC 14
New England Investment & Retirement Group, Inc. 14
WMKGX - WESMARK FUNDS - WesMark Growth Fund 14
Whalerock Point Partners, Llc 14
CBOE Vest Financial, LLC 14
a16z Perennial Management, L.P. 14
Elk Creek Partners, LLC 14
Cohen Klingenstein LLC 14
Strategic Investment Advisors / MI 14
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 14
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 14
Lafayette Investments, Inc. 14
Greenwood Gearhart Inc 14
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 14
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 14
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 14
Channel Wealth Llc 14
Summitry Llc 14
Beverly Hills Private Wealth, LLC 14
PKO Investment Management Joint-Stock Co 14
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 14
WT Wealth Management 14
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 14
Delek Group, Ltd. 14
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 14
Central Square Management LLC 14
Abound Financial, Llc 14
55i, Llc 14
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 14
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 14
EPIQ Capital Group, LLC 14
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 14
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 14
Bennett Lawrence Management L L C/ny 14
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 14
Tanglewood Legacy Advisors, LLC 14
LMR Master Fund Ltd 14
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 14
Kwmg, Llc 14
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 14
CGMFX - CGM TRUST - CGM Focus Fund 14
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 14
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 14
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 14
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 14
Amplify ETF Trust - Amplify Video Game Tech ETF 14
BSBAX - Northern Funds - Northern Short Bond Fund 14
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 14
IMS Capital Management 14
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 14
Ade, Llc 14
Midwest Trust Co 14
Birchcreek Wealth Management, LLC 14
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 14
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 14
RiverFront Investment Group, LLC 14
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 14
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 14
Offit Capital Advisors Llc 14
Quantum Capital Management 14
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 14
MGLBX - Marsico Investment Fund - Marsico Global Fund 14
Draper Asset Management, LLC 14
Putnam ETF Trust - Putnam ESG High Yield ETF - 14
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 14
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 14
Usaa Etf Trust 14
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 14
American Independence Funds Trust 14
Thomasville National Bank 14
Origin Asset Management LLP 14
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 14
Oxler Private Wealth LLC 14
Prudent Man Advisors, LLC 14
Southport Management, L.l.c. 14
Redwood Park Advisors LLC 14
Ethos Financial Group, LLC 14
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 14
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 14
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 14
Mason Capital Management Llc 14
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 14
Lee Capital Management LP 14
Cassaday & Co Wealth Management LLC 14
Akaris Global Partners, LP 14
Prudential Short Duration High Yield Fund, Inc. 14
Black Maple Capital Management LP 14
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 14
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 14
ROCI - EA Series Trust - ROC ETF 14
Sheffield Asset Management, L.L.C. 14
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 14
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 14
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 14
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 14
Israel Discount Bank Of New York /gfn 14
Roanoke Asset Management Corp/ Ny 14
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 14
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 14
Curated Wealth Partners LLC 14
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares 14
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 14
Badgley Phelps & Bell Inc 14
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 14
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 14
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 14
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 14
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 14
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 14
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 14
Granite Bay Wealth Management, LLC 14
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 14
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 14
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 14
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A 14
Distillate Capital Partners LLC 14
Kieckhefer Group Llc 14
Fairfield Financial Advisors, LTD 14
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 14
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 14
Breiter Capital Management Inc 14
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 14
Hyman Charles D 14
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 14
Arena Investors LP 14
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 14
Difesa Capital Management, Lp 14
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 14
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 14
Schmidt P J Investment Management Inc 14
Lbmc Investment Advisors, Llc 14
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 14
SP Asset Management 14
Knightsbridge Asset Management, Llc 14
Raab & Moskowitz Asset Management LLC 14
Bragg Financial Advisors, Inc 14
Gwn Securities Inc. 14
Arcus Capital Partners, LLC 14
Claudia M.p. Batlle, Crp (r) Llc 14
Exchange Capital Management, Inc. 14
Mindset Wealth Management, Llc 14
Jabodon Pt Co 14
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 14
Doheny Asset Management /ca 14
Coolidge Francis L 14
Lakewood Capital Management, Lp 14
Novare Capital Management Llc 14
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 14
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 14
Spartan Fund Management Inc. 14
Papamarkou Wellner Asset Management inc. 14
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 14
First Business Financial Services, Inc. 14
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C 14
Davidson Investment Advisors 14
JGP Wealth Management, LLC 14
Chesapeake Wealth Management 14
One River Asset Management, LLC 14
Crystal Rock Capital Management 14
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 14
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 14
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 14
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 14
Hayden Royal, Llc 14
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 14
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 14
Atlas Principals, LLC 14
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 14
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) 14
BLB&B Advisors, LLC 14
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 14
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 14
Impact Asset Management GmbH 14
Sandbox Financial Partners, LLC 14
WealthTrust Fairport, LLC 14
Curbstone Financial Management Corp 14
Pinnacle Wealth Management, LLC 14
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 14
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 14
Mystic Asset Management, Inc. 14
DDD Partners, LLC 14
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 14
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 14
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 14
AMJ Financial Wealth Management 14
Systematic Portfolios LLC 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 14
Powell Investment Advisors, LLC 14
Prostatis Group LLC 14
FJ Investments, LLC 14
Beacon Financial Group 14
New Amsterdam Partners Llc/ny 14
Generali Investments, Management Co LLC 14
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 14
Trigran Investments, Inc. 14
Stokes Family Office, LLC 14
AMS Capital Ltda 14
Ifrah Financial Services, Inc. 14
Cascade Investment Advisors, Inc. 14
First United Bank Trust/ 14
Rowland Carmichael Advisors Inc /adv 14
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 14
Deprince Race & Zollo Inc 14
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 14
Three Peaks Capital Management, LLC 14
West Bancorporation Inc 14
Klingenstein Fields & Co Lp 14
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 14
Provence Wealth Management Group 14
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 14
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 14
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 14
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF 14
JFG Wealth Management, LLC 14
Robocap Asset Management Ltd 14
Parian Global Management LP 14
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 14
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 14
Prana Capital Management, LP 14
Harfst & Associates, Inc. 14
Cushing Asset Management, Lp 14
Fortem Financial Group, Llc 14
Pragma Gestao De Patrimonio Ltd 14
Barbara Oil Co. 14
Actinver Wealth Management, Inc. 14
Honeywell International Inc 14
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 14
Premia Global Advisors, Llc 14
Wealth Advisory Solutions, LLC 14
Strategic Wealth Designers 14
Howard Wealth Management, Llc 14
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 14
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 14
Merriman Wealth Management, LLC 14
BTG Pactual Asset Management US LLC 14
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 14
Grassi Investment Management 14
Woodley Farra Manion Portfolio Management Inc 14
Adirondack Retirement Specialists, Inc. 14
CrestPoint Capital Management, LLC 14
Channing Capital Management, LLC 14
Addison Capital Co 14
Dixon Mitchell Investment Counsel Inc. 14
Scopus Asset Management, L.p. 14
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 14
Financial Advisory Corp /ut/ /adv 14
Amussen Hunsaker Associates Llc 14
Outlook Wealth Advisors, LLC 14
Gargoyle Investment Advisor L.L.C. 14
Van Berkom & Associates Inc. 14
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 14
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 14
MTVR - EXCHANGE TRADED CONCEPTS TRUST - Fount Metaverse ETF 14
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 14
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 14
Fundrise Growth Tech Fund, LLC 13
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 13
Fulcrum Equity Management 13
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A 13
Rubric Capital Management LP 13
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class 13
Mairs & Power Inc 13
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 13
Rainier Group Investment Advisory LLC 13
Cetera Trust Company, N.A 13
Sigma Capital Management Llc 13
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 13
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 13
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 13
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 13
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 13
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 13
Sentinel Group Funds Inc 13
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 13
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 13
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 13
Ferox Capital LLP 13
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 13
Range Financial Group LLC 13
WP Advisors, LLC 13
Bell Rock Capital Llc 13
Tran Capital Management, L.p. 13
Roberts Wealth Advisors, LLC 13
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 13
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 13
Accretive Wealth Partners, LLC 13
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 13
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 13
Blue Grotto Capital, LLC 13
Profit Investment Management, LLC 13
Andromeda Capital LLC 13
United Capital Management of KS, Inc. 13
Jacobs & Co/ca 13
Mma Asset Management Llc 13
Spirit Of America Management Corp/ny 13
Zazove Convertible Securities Fund Inc 13
Sienna Gestion 13
Infini Master Fund 13
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares 13
Heartland Bank & Trust Co 13
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 13
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 13
Atlanta Consulting Group Advisors, LLC 13
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 13
BlackRock Private Investments Fund 13
Thor Advisors, Llc 13
Cozad Asset Management Inc 13
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 13
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 13
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 13
Matrix Trust Co 13
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 13
Rosenblum Silverman Sutton S F Inc /ca 13
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 13
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 13
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 13
Acropolis Investment Management, LLC 13
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 13
POM Investment Strategies, LLC 13
Ronald Blue & Co Llc 13
Cladis Investment Advisory, LLC 13
Westerkirk Capital Inc. 13
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 13
BCMSX - Brown Capital Management Mutual Funds - The Brown Capital Management Mid Company Fund Investor Shares 13
William Marsh Rice University 13
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 13
Full18 Capital LLC 13
Amplify ETF Trust - Amplify Cybersecurity ETF 13
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 13
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 13
TruNorth Capital Management, LLC 13
CSM Advisors, LLC 13
Abner Herrman & Brock Llc 13
Fayez Sarofim & Co 13
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF 13
Dumac, Inc. 13
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 13
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 13
Quad-Cities Investment Group, LLC 13
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 13
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 13
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 13
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 13
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 13
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 13
Chris Bulman Inc 13
Sustainable Insight Capital Management, LLC 13
Valiant Capital Management, L.P. 13
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 13
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
Spotlight Asset Group, Inc. 13
NEA Management Company, LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 13
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 13
Old Mission Capital, Llc 13
RB Capital Management, LLC 13
VCSBX - VALIC Co II - Strategic Bond Fund 13
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 13
Union Square Park Capital Management, LLC 13
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 13
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 13
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF 13
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 13
Citizens National Bank Trust Department 13
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 13
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 13
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 13
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A 13
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 13
Paulson Wealth Management Inc. 13
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 13
Sather Financial Group Inc 13
Goelzer Investment Management, Inc. 13
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 13
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 13
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 13
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 13
Blue Square Asset Management, Llc 13
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 13
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 13
GK Wealth Management LLC 13
FNGG - Direxion Shares ETF Trust - Direxion Daily Select Large Caps & FANGs Bull 2X Shares 13
BluePointe Capital Management, LLC 13
Mathes Company, Inc. 13
Game Creek Capital, LP 13
Biltmore Family Office, LLC 13
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 13
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 13
Souders Financial Advisors 13
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 13
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 13
Advocacy Wealth Management Services, LLC 13
LIVR - EA Series Trust - Intelligent Livermore ETF 13
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 13
Altman Advisors, Inc. 13
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 13
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 13
INVN - Alger ETF Trust - Alger Russell Innovation ETF 13
Founders Capital Management 13
MainStreet Investment Advisors LLC 13
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 13
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 13
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 13
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 13
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 13
Keeley-Teton Advisors, LLC 13
Prevail Innovative Wealth Advisors, Llc 13
Willner & Heller, Llc 13
New Republic Capital, LLC 13
Cyrus J. Lawrence, LLC 13
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 13
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 13
Pacific Grove Capital LP 13
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 13
Vulcan Value Partners, LLC 13
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 13
Todd Asset Management Llc 13
Rothschild Capital Partners, LLC 13
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 13
River Wealth Advisors LLC 13
Guinness Asset Management LTD 13
Riverwater Partners LLC 13
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 13
Guinness Atkinson Asset Management Inc 13
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 13
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 13
Bosman Wealth Management, LLC 13
Ignite Planners, LLC 13
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF 13
Shikiar Asset Management Inc 13
Advanced Portfolio Management, LLC 13
Nan Shan Life Insurance Co., Ltd. 13
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 13
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 13
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 13
Private Bank & Trust Co 13
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 13
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 13
Merlin Capital LLC 13
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 13
PSquared Asset Management AG 13
Kathleen S. Wright Associates Inc. 13
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 13
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 13
DoubleLine ETF Adviser LP 13
Silicon Valley Community Foundation 13
Perfromance Wealth Partners, LLC 13
Palisade Asset Management, LLC 13
Naviter Wealth, LLC 13
General Atlantic Llc 13
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares 13
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 13
Reby Advisors, LLC 13
Consolidated Portfolio Review Corp 13
Freedom Day Solutions, LLC 13
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 13
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 13
Pzena Investment Management Llc 13
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 13
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 13
West Coast Financial LLC 13
Revolve Wealth Partners, LLC 13
Aries Wealth Management 13
Western Financial Corporation 13
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 13
Defined Wealth Management, Llc 13
Palladium Partners Llc 13
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 13
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 13
Adi Capital Management LLC 13
Harrington Investments, INC 13
Pinnacle Private Wealth, LLC 13
HST Ventures, LLC 13
Patron Partners Advisors, Llc 13
Security National Bank 13
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 13
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 13
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 13
Affiance Financial, LLC 13
Absoluto Partners Gestao de Recursos Ltda 13
Haven Private, LLC 13
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 13
NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF 13
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 13
Aquire Wealth Advisors, LLC 13
Smith, Moore & Co. 13
First American Trust, Fsb 13
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 13
Eaton Financial Holdings Company, LLC 13
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 13
Covea Finance 13
May Hill Capital, LLC 13
Capital Investment Services of America, Inc. 13
Freshford Capital Management, LLC 13
Legg Mason Asset Management (Japan) Co., Ltd. 13
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 13
Tenzing Global Management, LLC 13
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 13
Sonen Capital LLC 13
Whitnell & Co. 13
NOCBX - Northern Funds - Northern Core Bond Fund 13
Regis Management CO LLC 13
Orbis Allan Gray Ltd 13
TIMOTHY PLAN - Timothy Strategic Variable 13
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 13
Triglav Skladi, D.o.o. 13
Nauset Wealth Management. LLC 13
BKD Wealth Advisors, LLC 13
Anderson Hoagland & Co 13
Reinhart Partners, Inc. 13
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 13
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 13
Science & Technology Partners, L.P. 13
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 13
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 13
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 13
Integrity Alliance, Llc. 13
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 13
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 13
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 13
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 13
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 13
Ruedi Wealth Management, Inc. 13
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 13
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF 13
Obermeyer Wood Investment Counsel, Lllp 13
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 13
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 13
1248 Management, LLC 13
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 13
Paragon Capital Management LLC 13
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF 13
Tanager Wealth Management LLP 13
Fairfax Financial Holdings Ltd/ Can 13
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 13
REDWX - Aspiration Funds - Aspiration Redwood Fund 13
Mane Global Capital Management Lp 13
Canandaigua National Corp 13
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 13
Birchbrook, Inc. 13
Barrier Capital Management, LLC 13
Goodwin Daniel L 13
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 13
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 13
Kingstone Capital Partners Texas, LLC 13
Ntv Asset Management Llc 13
Seven Bridges Advisors LLC 13
FINX - Global X Funds - Global X FinTech ETF 13
Armis Advisers, LLC 13
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 13
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 13
Bain Capital Public Equity, LP 13
Sharkey, Howes & Javer 13
Pointe Capital Management LLC 13
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 13
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 13
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 13
2Xideas AG 13
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 13
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF 13
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 13
Crescent Capital Consulting, LLC 13
Multi-strategy Growth & Income Fund 13
Clarus Group, Inc. 13
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 13
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 13
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 13
Manchester Global Management (UK) Ltd 13
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 13
Stock Portfolio - Stock Portfolio 13
Kensington Investment Counsel, LLC 13
Repertoire Partners LP 13
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 13
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 13
Us Financial Advisors, Llc 13
Rivulet Capital, Llc 13
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 13
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 13
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 13
XY Capital Ltd 13
GWM Asset Management Ltd 13
Russell Clark Investment Management Ltd 13
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 13
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 13
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 13
Longitude (Cayman) Ltd. 13
Sendero Wealth Management, LLC 13
Goldstein Advisors, LLC 13
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 13
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 13
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 13
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 13
Rovida Advisors Inc. 13
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 13
Chapin Davis, Inc. 13
Cartenna Capital, LP 13
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 13
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 13
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 13
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 13
Silver Lake Group, L.L.C. 13
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 13
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 13
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 13
Independence Capital Asset Partners, LLC 13
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A 13
Pimco Corporate & Income Strategy Fund 13
Pimco Income Strategy Fund Ii 13
Stevens First Principles Investment Advisors 13
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 13
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 13
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 13
Artemis Wealth Advisors, LLC 13
VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF 13
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 13
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares 13
Palmer Square Opportunistic Income Fund 13
Oak Harbor Wealth Partners, Llc 13
Dfa Investment Trust Co - The U.s. Large Cap Value Series 13
Aspen Investment Management Inc 13
Bright Rock Capital Management, Llc 13
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 13
Bulltick Wealth Management, LLC 13
Nicholas Hoffman & Company, LLC. 13
VIOPX - VALIC Co I - International Opportunities Fund 13
Campbell Wealth Management 13
Clarity Wealth Advisors, LLC 13
CFICX - CALVERT FUND - Calvert Income Fund Class A 13
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 13
Encompass More Asset Management 13
Wilmington Trust Investment Management, LLC 13
Caz Investments Lp 13
17 Capital Partners, Llc 13
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 13
FNG - AdvisorShares Trust - ADVISORSHARES NEW TECH AND MEDIA ETF 13
Summit Wealth Group, LLC 13
Battery Global Advisors, LLC 13
Sanibel Captiva Trust Company, Inc. 13
Secure Asset Management, LLC 13
VHYLX - VALIC Co I - High Yield Bond Fund 13
Frisch Financial Group, Inc. 13
Aurora Private Wealth, Inc. 13
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF 13
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 13
Tech Square Trading Lp 13
Kynikos Associates LP 13
Meyer Handelman Co 13
Sterling Financial Planning, Inc. 13
GLOBALT Investments LLC / GA 13
Border to Coast Pensions Partnership Ltd 13
MBE Wealth Management, LLC 13
Ascent Wealth Partners, LLC 13
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 13
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 13
Telluride Asset Management LLC 13
USRD - Themes ETF Trust - Themes US R&D Champions ETF 13
Advanced Research Investment Solutions, Llc 13
Franklin Templeton ETF Trust - Franklin Focused Growth ETF 13
Archipel Asset Management AB 13
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 13
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 13
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 13
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 13
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 13
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 13
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 13
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 13
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 13
WMCNX - WILLIAM BLAIR FUNDS - William Blair Macro Allocation Fund Class N 13
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 13
Blue Whale Capital LLP 13
Pinpoint Asset Management Ltd 13
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 13
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 13
Steadfast Advisors Lp 13
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 13
LOM Asset Management Ltd 13
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 13
Tcg Advisors, Lp 13
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 13
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 13
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 13
Gary Goldberg Planning Services Inc 13
Capital Wealth Alliance, LLC 13
Brahman Capital Corp. 13
Loeb Offshore Management LP 13
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 13
CMF - iSHARES TRUST - iShares California Muni Bond ETF 12
VIEX Capital Advisors, LLC 12
Soroban Capital Partners LP 12
Anchorage Capital Group, L.L.C. 12
DG Capital Management, LLC 12
Hillhouse Capital Management, Ltd. 12
Nokomis Capital, L.L.C. 12
Dow Chemical Co /de/ 12
Marxe Austin W & Greenhouse David M 12
River Road Asset Management, LLC 12
Growth Fund Of America 12
Stockbridge Partners LLC 12
Ariel Investments, Llc 12
Hotchkis & Wiley Capital Management Llc 12
Par Capital Management Inc 12
Matthews International Capital Management Llc 12
Rock Point Advisors, LLC 12
Suncoast Equity Management 12
Frontier Investment Mgmt Co 12
Vanguard Windsor Funds 12
Sigma Investment Counselors Inc 12
Baxter Bros Inc 12
Tortoise Capital Advisors, L.l.c. 12
Peloton Wealth Strategists 12
Emory University 12
Bank Pictet & Cie (asia) Ltd 12
Pictet North America Advisors SA 12
Iberiabank Corp 12
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12
Alphagen Securities Llc 12
Kimelman & Baird, LLC 12
National Penn Investors Trust Co /pa 12
Mcdaniel Terry & Co 12
Uniplan Investment Counsel, Inc. 12
Wealthquest Corp 12
Lebenthal Holdings,LLC 12
1st Source Bank 12
Scott & Selber, Inc. 12
300 North Capital, Llc 12
Hermes Investment Management Ltd 12
Hengehold Capital Management Llc 12
Americafirst Capital Management, Llc 12
Montecito Bank & Trust 12
Hillman Co 12
Murphy Capital Management Inc 12
Blackthorn Investment Group Llc 12
Biondo Investment Advisors, LLC 12
Gateway Advisory, LLC 12
First Merchants Corp 12
Ohio National Investments, Inc. 12
Financial Consulate, Inc 12
Capital Planning Advisors, LLC 12
Kirr Marbach & Co Llc /in/ 12
Factory Mutual Insurance Co 12
David R. Rahn & Associates Inc. 12
Findlay Park Partners LLP 12
CG Asset Management LLC 12
Becker Capital Management Inc 12
Papp L Roy & Associates 12
Granite Investment Advisors, LLC 12
Roffman Miller Associates Inc /pa/ 12
Waverton Investment Management Ltd 12
Neville Rodie & Shaw Inc 12
UNIVEST FINANCIAL Corp 12
Portfolio Solutions, LLC 12
Deane Retirement Strategies, Inc. 12
Vontobel Asset Management Inc 12
Private Asset Management Inc 12
Hanlon Investment Management, Inc. 12
Sensato Investors LLC 12
Vantage Investment Partners, LLC 12
Ws Management Lllp 12
Verity & Verity, LLC 12
Power Corp of Canada 12
Starfire Investment Advisers, Inc. 12
Fagan Associates, Inc. 12
General American Investors Co Inc 12
Ayalon Holdings Ltd. 12
Nair Vinay 12
PartnerRe Asset Management CORP 12
Bedrijfstakpensioenfonds Voor De Media Pno 12
PARK CIRCLE Co 12
FDO Partners, LLC 12
Appaloosa Lp 12
Ally Financial Inc. 12
Lodge Hill Capital, LLC 12
Meridian Investment Counsel Inc. 12
Guardian Capital Advisors Lp 12
Princeton Portfolio Strategies Group LLC 12
Moon Capital Management Lp 12
HRS Investment Holdings, LLC 12
Yale University 12
White Elm Capital, LLC 12
Svenska Handelsbanken AB (publ) 12
Westport Asset Management Inc 12
Berkeley Capital Partners, LLC 12
Alphadyne Asset Management, LLC 12
McAdams Wright Ragen, Inc. 12
Open Field Capital LLC 12
Levitt Capital Management LLC 12
Harbor Advisors LLC 12
Radnor Capital Management, LLC 12
New Capital Management LP 12
Mitsubishi UFJ Asset Management (UK) Ltd. 12
Cantor Fitzgerald Investment Adviser L.p. 12
Abbot Financial Management, Inc. 12
Ninepoint Partners LP 12
Cito Capital Group, LLC 12
Broadleaf Partners, LLC 12
Ballew Advisors, Inc 12
Rainier Investment Management Mutual Funds 12
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 12
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 12
Master Focus Growth Llc - Master Focus Growth Llc 12
Pimco Income Strategy Fund 12
Td Asset Management Usa Funds Inc. 12
Ironbridge Funds, Inc. 12
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 12
Eaton Vance Risk-managed Diversified Equity Income Fund 12
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 12
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 12
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 12
CISGX - Touchstone Institutional Funds Trust - Touchstone Sands Capital Institutional Growth Fund 12
Us Global Investors Funds 12
Cornerstone Total Return Fund Inc 12
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 12
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 12
Delaware Enhanced Global Dividend & Income Fund 12
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 12
Pioneer Floating Rate Trust 12
Boston Income Portfolio - Boston Income Portfolio 12
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 12
Eaton Vance Tax-managed Diversified Equity Income Fund 12
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 12
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 12
Horizons Etf Trust I 12
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 12
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 12
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 12
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 12
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 12
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 12
Ab Multi-manager Alternative Fund 12
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 12
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 12
Henderson Global Funds 12
Allen Capital Group, LLC 12
BancorpSouth Bank 12
Lucia Wealth Services, Llc 12
Woodard & Co Asset Management Group Inc /adv 12
Crown Advisors Management, Inc. 12
Viridian Ria, Llc 12
Acuitas Investments, LLC 12
Wambolt & Associates, LLC 12
Pacific Wealth Strategies Group, Inc. 12
Clarfeld Financial Advisors, Llc 12
Kmg Fiduciary Partners, Llc 12
Beacon Harbor Wealth Advisors, Inc. 12
Legend Financial Advisors, Inc. 12
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 12
Brown University 12
Rs Variable Products Trust 12
Whitebox Mutual Funds 12
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 12
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 12
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 12
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 12
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 12
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 12
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 12
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 12
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 12
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 12
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 12
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 12
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 12
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 12
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 12
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 12
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 12
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 12
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 12
XWEB - SPDR SERIES TRUST - SPDR S&P Internet ETF 12
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 12
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 12
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 12
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 12
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 12
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A 12
MML SERIES INVESTMENT FUND - MML Global Fund Class I 12
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 12
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 12
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 12
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 12
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 12
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 12
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 12
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 12
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 12
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 12
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 12
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 12
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 12
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 12
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 12
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 12
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 12
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 12
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 12
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 12
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 12
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 12
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 12
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 12
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 12
OHIO NATIONAL FUND INC - ON International Equity Portfolio 12
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 12
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 12
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 12
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 12
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 12
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 12
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 12
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 12
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 12
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 12
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 12
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 12
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 12
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 12
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 12
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 12
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 12
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 12
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 12
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 12
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 12
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 12
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 12
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 12
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 12
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 12
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 12
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 12
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 12
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 12
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 12
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 12
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 12
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 12
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 12
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 12
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 12
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 12
Red Spruce Capital, LLC 12
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 12
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 12
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 12
John W. Brooker & Co., CPAs 12
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 12
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 12
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 12
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 12
JIHDX - John Hancock Funds II - High Yield Fund Class 1 12
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 12
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 12
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 12
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 12
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 12
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 12
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 12
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 12
Tobias Financial Advisors, Inc. 12
Asset Management Corp /il/ /adv 12
Aft, Forsyth & Sober, LLC 12
Dohj, Llc 12
Columbia Trust Co 01012016 12
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 12
Fiduciary Planning LLC 12
Ballast Advisors Llc 12
Anglepoint Asset Management, Ltd. 12
TFG Advisers LLC 12
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 12
J. W. Coons Advisors, LLC 12
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 12
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 12
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 12
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 12
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares 12
BIGTX - Monteagle Funds - The Texas Fund Class I 12
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 12
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 12
RIVEX - Investment Managers Series Trust - Riverbridge Eco Leaders Fund Institutional Class 12
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 12
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 12
Credo Capital Management, LLC 12
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class 12
JSSSX - Managed Portfolio Series - Jackson Square All-Cap Growth Fund IS Class 12
Codex Capital, L.L.C. 12
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 12
Journey Advisory Group, LLC 12
Oxinas Partners Wealth Management LLC 12
Waypoint Wealth Partners Inc. 12
Steadview Capital Management LLC 12
Waycross Partners, Llc 12
Fernbridge Capital Management Lp 12
Connacht Asset Management LP 12
True Link Financial Advisors, LLC 12
Green Harvest Asset Management LLC 12
Alcosta Capital Management, Inc. 12
Onyx Bridge Wealth Group LLC 12
Amitell Capital Pte Ltd 12
First Eagle Credit Opportunities Fund 12
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 12
Willis Johnson & Associates, Inc. 12
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 12
Bradley & Co. Private Wealth Management, LLC 12
Smith Anglin Financial, LLC 12
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 12
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF 12
Omni Partners US LLC 12
Motive Wealth Advisors 12
JNL SERIES TRUST - JNL International Index Fund (I) 12
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 12
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 12
Badgley Phelps Wealth Managers, LLC 12
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 12
Leeward Financial Partners, LLC 12
Vahanian & Associates Financial Planning Inc. 12
Jackson Thornton Asset Management, Llc 12
Primoris Wealth Advisors, Llc 12
Aquila Investment Management LLC 12
Taika Capital, LP 12
Thrive Wealth Management, LLC 12
Redmont Wealth Advisors Llc 12
PACIFIC SELECT FUND - International Growth Portfolio Class P 12
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 12
First Community Trust Na 12
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 12
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 12
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 12
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 12
Walker Asset Management, LLC 12
Richelieu Gestion PLC 12
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 12
TIME - Capitol Series Trust - Clockwise Capital Innovation ETF 12
Redwood Financial Network Corp 12
Mechanics Financial Corp 12
Styrax Capital, LP 12
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 12
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF 12
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 12
Sonnipe Ltd 12
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 12
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 12
Three Bridge Wealth Advisors, LLC 12
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 12
Fund 1 Investments, LLC 12
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 12
Centurion Wealth Management LLC 12
Milestone Asset Management, Llc 12
Team Hewins, LLC 12
Newlands Management Operations LLC 12
Longbow Finance SA 12
Avala Global LP 12
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12
AlphaQ Advisors LLC 12
Root Financial Partners, LLC 12
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 12
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 12
Seven Mile Advisory 12
Tidal Trust II - Clouty Tune ETF 12
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 12
Rogco, Lp 12
KPP Advisory Services LLC 12
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 12
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 12
Trueblood Wealth Management, LLC 12
Tritonpoint Wealth, Llc 12
Stablepoint Partners, LLC 12
Spectrum Wealth Counsel, LLC 12
Unisphere Establishment 12
Napa Wealth Management 12
Proathlete Wealth Management Llc 12
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares 12
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares 12
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 12
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 12
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 12
Seeds Investor Llc 12
Paragon Capital Management Inc 12
Net Worth Advisory Group 12
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 12
PUREfi Wealth, LLC 12
Advyzon Investment Management, LLC 12
Sava Infond d.o.o. 12
AssuredPartners Investment Advisors, LLC 12
Uniting Wealth Partners, LLC 12
GKV Capital Management Co., Inc. 12
Massar Capital Management, LP 12
Castlekeep Investment Advisors Llc 12
Minot DeBlois Advisors LLC 12
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 12
Total Wealth Planning & Management, Inc. 12
Wealthedge Investment Advisors, Llc 12
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 12
Horizon Funds - HORIZON EXPEDITION PLUS ETF 12
Credential Securities Inc. 12
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 12
GRIN - Victory Portfolios II - VictoryShares International Free Cash Flow Growth ETF 12
Cadent Capital Advisors, LLC 11
Davis Capital Management 11
Oppenheimer Discovery Mid Cap Growth Fund 11
Drucker Wealth 3.0, LLC 11
Rockland Trust Co 11
Park Avenue Institutional Advisers LLC 11
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 11
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 11
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class 11
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 11
Bleichroeder LP 11
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 11
LH Capital Markets, LLC 11
TriOaks Capital Management L.P. 11
Custom Portfolio Group LLC 11
Kestrel Investment Management Corp 11
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 11
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 11
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 11
ACSKX - American Century Investment Trust - Short Duration Fund C Class 11
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 11
Advanced Asset Management Advisors Inc 11
Tacita Capital Inc 11
Irenic Capital Management LP 11
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 11
Fortress Wealth Group, LLC 11
QTR Family Wealth, LLC 11
Brucke Financial, Inc. 11
Pensionfund Sabic 11
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 11
Telos Capital Management, Inc. 11
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 11
Cowen Prime Advisors LLC 11
WHV Investments, Inc. 11
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 11
FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares 11
Centre Asset Management, LLC 11
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 11
Salvus Wealth Management, LLC 11
Franklin BSP Private Credit Fund 11
City National Bank Of Florida /msd 11
CT Financial Advisors LLC 11
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 11
Crossvault Capital Management LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 11
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 11
Hartree Partners, LP 11
Greenwoods Asset Management Ltd 11
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 11
InTrack Investment Management Inc 11
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - 11
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 11
Edmonds Duncan Registered Investment Advisors, LLC 11
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 11
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 11
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 11
Kennebec Savings Bank 11
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 11
Scharf Investments, Llc 11
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 11
Howard Bailey Securities, Llc 11
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 11
Long Walk Management Lp 11
Sage Capital Advisors,llc 11
Global Strategic Investment Solutions, LLC 11
Bard Associates Inc 11
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 11
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 11
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 11
VCCAX - VALIC Co II - Capital Appreciation Fund 11
Magellan Asset Management Ltd 11
Maso Capital Partners Ltd 11
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 11
Prospect Capital Advisors, LLC 11
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 11
Spinnaker ETF Series - Parabla Innovation ETF 11
King Wealth 11
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 11
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 11
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 11
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 11
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund 11
PENN SERIES FUNDS INC - Mid Cap Value Fund 11
First City Capital Management, Inc. 11
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class 11
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 11
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 11
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 11
Westmount Partners, LLC 11
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 11
Reliant Investment Partners, LLC 11
Crews Bank & Trust 11
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 11
Tiger Legatus Capital Management, LLC 11
General Partner, Inc. 11
Kavi Asset Management, LP 11
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 11
Taylor Wealth Management Partners 11
Hager Investment Management Services, Llc 11
Searle & Co. 11
Greenhaven Road Investment Management, L.P. 11
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 11
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 11
Nicola Wealth Management Ltd. 11
Mmbg Investment Advisors Co. 11
YANKCOM Partnership 11
Fairvoy Private Wealth, LLC 11
Delaware Vip Trust - Delaware Vip U.s. Growth Series Standard Class 11
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 11
Apex Capital, Llc 11
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 11
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 11
Quattro Financial Advisors Llc 11
Alpine Associates Advisors 11
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 11
Charter Trust Co 11
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 11
Compass Capital Corp /ma/ /adv 11
Silverleafe Capital Partners, LLC 11
Marshall Investment Management, Llc 11
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 11
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 11
Impact Investors, Inc 11
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 11
Daventry Group, LP 11
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 11
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 11
Horan Capital Advisors, LLC. 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
Kms Financial Services, Inc 11
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 11
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 11
Parametric Market Neutral Portfolio 11
Madison Investment Advisors, LLC 11
Oliver Luxxe Assets LLC 11
Efficient Market Advisors, LLC 11
Clifford Swan Investment Counsel Llc 11
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 11
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 11
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I 11
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 11
Blue Zone Wealth Advisors, LLC 11
RiverPoint Capital Management, LLC 11
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 11
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 11
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 11
Graney & King, LLC 11
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 11
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 11
Croft-leominster Inc 11
Mcrae Capital Management Inc 11
Maridea Wealth Management LLC 11
Morgan Dempsey Capital Management Llc 11
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 11
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 11
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 11
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 11
New Perspective Fund 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 11
Mfs Special Value Trust 11
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 11
Putnam ETF Trust - Putnam ESG Core Bond ETF - 11
Prosperity Financial Group, Inc. 11
Boothe Investment Group, Inc. 11
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 11
Joho Capital Llc 11
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 11
Forge First Asset Management Inc. 11
PPM Funds - PPM High Yield Core Fund (Inst) 11
Breton Hill Capital Ltd. 11
Boenning & Scattergood, Inc. 11
Timberline Asset Management LLC 11
Goodman Financial Corp 11
RUFF - ETF Opportunities Trust - Alpha Dog ETF 11
Eschler Asset Management LLP 11
Hibernia Wealth Partners, LLC 11
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 11
Single Point Partners, LLC 11
Buckley Wealth Management, LLC 11
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 11
Birinyi Associates Inc 11
Capital Insight Partners, Llc 11
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 11
Chesapeake Asset Management Llc 11
FBOT - FIDELITY COVINGTON TRUST - Fidelity Disruptive Automation ETF 11
Cypress Asset Management Inc/tx 11
Keeler THomas Management LLC 11
Sea Otter Advisors LLC 11
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 11
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 11
Courier Capital Llc 11
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 11
Life Planning Partners, Inc 11
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 11
Verdad Advisers, LP 11
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 11
Diversified Investment Strategies, LLC 11
Integrity Capital Management (HK) Ltd 11
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 11
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 11
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 11
Brainard Capital Management LLC 11
American Assets Investment Management, LLC 11
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 11
Pergamon Offshore Advisors, L.P. 11
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 11
FundVantage Trust - Polen Growth & Income Fund Institutional Class 11
Capstone Series Fund Inc 11
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 11
Adirondack Research & Management Inc. 11
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 11
LJI Wealth Management, LLC 11
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 11
Apis Capital Advisors, LLC 11
Scout Funds 11
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 11
Decade Capital Management Llc 11
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 11
Rather & Kittrell, Inc. 11
Insight 2811, Inc. 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 11
BRASX - Blackrock Allocation Target Shares - Bats Series S 11
Catapult Capital Management Llc 11
Eukles Asset Management 11
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF 11
VanEck Funds 11
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 11
Stonebridge Financial Planning Group, LLC 11
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 11
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 11
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 11
Conatus Capital Management LP 11
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 11
Raine Capital LLC 11
Discovery Value Fund 11
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 11
EIS - iShares, Inc. - iShares MSCI Israel ETF 11
Roosevelt Investment Group Llc 11
Renasant Bank 11
Lgt Capital Partners Ltd. 11
Evolution Advisers, Inc. 11
One Wealth Management Investment & Advisory Services, LLC 11
Autumn Glory Partners, LLC 11
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 11
Monticello Wealth Management, Llc 11
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class 11
Lourd Capital, LLC 11
Carnick & Kubik, LLC 11
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 11
Alan B. Lancz & Associates, Inc. 11
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 11
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 11
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 11
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 11
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 11
Criterion Capital Advisors, Llc 11
Carson Advisory Inc. 11
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 11
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 11
NOIGX - Northern Funds - Northern International Equity Fund 11
IvyRock Asset Management (HK) Ltd 11
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 11
Stonebrook Private Inc. 11
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 11
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 11
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 11
Barlow Wealth Partners, Inc. 11
Salesforce.com, Inc. 11
ZGEN - EA Series Trust - The Gen Z ETF 11
Caldwell & Orkin Inc 11
Fielder Capital Group LLC 11
Nbw Capital Llc 11
Live Oak Investment Partners 11
Truepoint, Inc. 11
Scissortail Wealth Management, LLC 11
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 11
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 11
Supplemental Annuity Collective Trust of NJ 11
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 11
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 11
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 11
Delta Financial Group, Inc. 11
Nichols Asset Management LLC 11
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 11
FLP Wealth Management, LLC 11
ULTRA SERIES FUND - Diversified Income Fund Class I 11
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 11
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 11
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 11
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 11
Hoplite Capital Management, L.p. 11
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 11
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 11
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 11
Blueprint Investment Partners LLC 11
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 11
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 11
Richardson Capital Management LLC 11
Cherrydale Wealth Management, Llc 11
Hamilton Wealth, LLC 11
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 11
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 11
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 11
Victory Financial Group, Llc 11
First National Advisers, LLC 11
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 11
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 11
Parsec Financial Management, Inc. 11
Danda Trouve Investment Management, Inc. 11
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 11
MBL Wealth, LLC 11
Financial Sense Advisors, Inc. 11
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 11
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 11
West Financial Advisors, LLC 11
Spinnaker Trust 11
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 11
Li Winifred I 11
Aviso Wealth Management 11
Peterson Wealth Services 11
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 11
Tevis Investment Management 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 11
GDS Wealth Management 11
McKinley Carter Wealth Services, Inc. 11
Argentus Capital Management, LLC 11
Long Path Partners LP 11
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 11
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 11
First National Bank of South Miami 11
Public Investment Fund 11
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares 11
1858 Wealth Management, Llc 11
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 11
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A 11
Affinity Capital Advisors, LLC 11
SOL Capital Management CO 11
VR - Global X Funds - Global X Metaverse ETF 11
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 11
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 11
Flagship Private Wealth, LLC 11
Gilman Hill Asset Management, LLC 11
DMG Group, LLC 11
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 11
Kopp Investment Advisors Llc 11
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 11
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 11
SIH Partners, LLLP 11
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 11
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 11
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 11
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF 11
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 11
Roberts Capital Advisors, LLC 11
Eagle Boston Investment Management Inc 11
Grandfield & Dodd, Llc 11
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 11
Private Management Group Inc 11
Sentry Investments Corp. 11
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 11
Contrarius Investment Management Ltd 11
Eaton Vance Enhanced Equity Income Fund 11
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 11
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF 11
Wells Fargo Income Opportunities Fund 11
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 11
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 11
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 11
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 11
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 11
Stamos Capital Partners, L.p. 11
Jessup Wealth Management, Inc 11
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 11
Graham Capital Wealth Management, Llc 11
Index Fund Advisors, Inc. 11
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 11
Sarissa Consulting Llc 11
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 11
Optima Fund Management Llc 11
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 11
Cardiff Park Advisors, Llc 11
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 11
Sunpointe, LLC 11
Northern Right Capital Management, L.P. 11
Silicon Hills Wealth Management, LLC 11
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 11
Northwestern Mutual Investment Services Llc 11
Relyea Zuckerberg Hanson LLC 11
Abel Hall, LLC 11
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 11
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 11
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 11
Brown Shipley& Co Ltd 11
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 11
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 11
Ables, Iannone, Moore & Associates, Inc. 11
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 11
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 11
Capital Financial Planning, LLC 11
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 11
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 11
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 11
Sloy Dahl & Holst, LLC 11
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 11
SRB Corp 11
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 11
Sabby Management, Llc 11
Buffington Mohr McNeal 11
Farmers Trust Co 11
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 11
Litman Gregory Asset Management LLC 11
Shapiro Capital Management Llc 11
Consolidated Investment Group LLC 11
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 11
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 11
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 11
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 11
LeConte Wealth Management, LLC 11
LifePlan Financial Group, Inc 11
Eidelman Virant Capital 11
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 11
Stancorp Investment Advisers Inc 11
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 11
PCA Investment Advisory Services Inc. 11
Bitwise Funds Trust - Bitwise Web3 ETF 11
John Hancock Investors Trust 11
Financial Advisory Service, Inc. 11
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 11
Cadinha & Co Llc 11
Edmond de Rothschild (Europe) 11
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 11
Cardinal Capital Management Llc /ct 11
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 11
Spirepoint Private Client, Llc 11
Northstar Investment Advisors Llc 11
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 11
Steadfast Capital Management (UK) Ltd. 11
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 11
Kercheville Advisors, LLC 11
Alta Capital Management Llc/ 11
L.m. Kohn & Company 11
Addenda Capital Inc. 11
Bivin & Associates, Inc. 11
FBOTX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Automation Fund 11
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 11
Marathon Asset Mgmt Ltd 11
Foster Group, Inc. 11
Oxford Wealth Group, LLC 11
CCLA Investment Management Ltd 11
HERO - Global X Funds - Global X Video Games & Esports ETF 11
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 11
Spectrum Asset Management, Inc. (NB/CA) 11
Benin Management CORP 11
Essex LLC 11
Sara-Bay Financial 11
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF 11
Bank of Marin 11
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 11
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 11
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 11
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 11
Opes Wealth Management LLC 11
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 11
Source Financial Advisors LLC 11
Cornerstone Advisors, LLC 11
Greytown Advisors Inc. 11
Unique Wealth, Llc 11
Mandatum Life Insurance Co Ltd 11
St. Louis Trust Co 11
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 11
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class 11
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 11
Man Investments (CH) AG 11
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class 11
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 11
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 11
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 11
Newman Dignan & Sheerar, Inc. 11
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 11
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 11
Asio Capital, LLC 11
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 11
Reliant Investment Management, LLC 11
Lester Murray Antman dba SimplyRich 11
JFWD - Jacob Funds Inc. - Jacob Forward ETF 11
Guardian Investor Services Llc 11
Rikoon Group, LLC 11
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio 11
JNL SERIES TRUST - JNL/Baillie Gifford U.S. Equity Growth Fund (I) 11
Employers Holdings, Inc. 11
Jacobsen Capital Management 11
Ironwood Investment Counsel, LLC 11
Ascendant Capital Management, LLC 11
Aris Wealth Services, Inc. 11
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 11
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 11
Ararat Capital Management, LP 11
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 11
Triton Wealth Management, PLLC 11
Chelsea Counsel Co 10
Carr Financial Group Corp 10
High Point Bank & Trust Co 10
Fluent Financial, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 10
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 10
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 10
Arista Wealth Management, LLC 10
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 10
Cypress Wealth Advisors LLC 10
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 10
Vision Capital Management, Inc. 10
Boltwood Capital Management 10
Diligent Investors, LLC 10
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 10
GRZZ - Listed Funds Trust - Grizzle Growth ETF 10
First Trust High Income Long/short Fund 10
Jordan Park Group LLC 10
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 10
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 10
MayTech Global Investments, LLC 10
X-Square Capital, LLC 10
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 10
Warburg Pincus Llc 10
Callahan Advisors, LLC 10
Financial Network Wealth Management LLC 10
Breakwater Capital Group 10
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 10
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 10
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 10
Tower Bridge Advisors 10
Eaton Vance Tax Advantaged Global Dividend Income Fund 10
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 10
Tiaa Cref Trust Co Fsb/mo 10
Walkner Condon Financial Advisors LLC 10
CVAR - ETF Opportunities Trust - Cultivar ETF 10
Watershed Asset Management, L.L.C. 10
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A 10
Dantai Capital Ltd 10
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 10
SMITH HAYES Advisers, Inc 10
Creative Capital Management Investments LLC 10
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 10
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 10
Schf (gpe), Llc 10
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 10
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 10
Quadrature Capital LLP 10
Jensen Investment Management Inc 10
Progressive Investment Management Corp 10
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 10
Andor Capital Management, L.l.c. 10
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 10
Warther Private Wealth, LLC 10
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 10
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
Eads & Heald Wealth Management 10
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 10
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 10
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 10
Lamond Capital Partners LLC 10
East Coast Asset Management, LLC. 10
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 10
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 10
HGGAX - HARBOR FUNDS - Harbor Global Leaders Fund Institutional Class 10
Natural Investments, Llc 10
Solidarilty Wealth, LLC 10
Schnieders Capital Management Llc 10
PIMCO FUNDS - PIMCO Sector Fund Series - I 10
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 10
Investmark Advisory Group LLC 10
Unterberg Capital LLC 10
Ray Gerald L & Associates Ltd 10
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 10
Tradewinds, LLC. 10
First Western Capital Management Co 10
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 10
Kingstown Capital Management L.p. 10
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 10
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 10
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 10
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 10
Brooklyn FI, LLC 10
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 10
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 10
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 10
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 10
Trust Co Of Oklahoma 10
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 10
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 10
PARUS FINANCE (UK) Ltd 10
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 10
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 10
Commons Capital, Llc 10
XN Exponent Advisors LLC 10
Dinsmore Capital Management Co/nj 10
Beck Mack & Oliver Llc 10
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 10
FDMAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Communications Equipment Fund Class A 10
Century Capital Management Trust 10
Astoria Portfolio Advisors LLC. 10
Capstone Financial Advisors, Inc. 10
Hall Kathryn A. 10
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF 10
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 10
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 10
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 10
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 10
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 10
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 10
Rodgers Brothers Inc. 10
Permanens Capital L.P. 10
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 10
TenCore Partners, LP 10
Galaxy Capital Trading Ltd 10
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 10
Lountzis Asset Management, Llc 10
StrongBox Wealth, LLC 10
Apella Capital, LLC 10
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 10
United Maritime Capital Llc 10
Securian Funds Trust - SFT Core Bond Fund Class 1 10
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 10
Applied Research Investments, Llc 10
Evelyn Partners Asset Management Ltd 10
Red Wave Investments LLC 10
Securian Funds Trust - SFT T. Rowe Price Value Fund 10
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 10
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 10
Hemenway Trust Co LLC 10
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 10
RMG Wealth Management LLC 10
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 10
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 10
Loews Corp 10
Jnl Series Trust - Jnl/s&p 4 Fund (a) 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 10
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 10
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C 10
Hudson Way Capital Management LLC 10
Arvest Trust Co N A 10
Numen Capital LLP 10
Strive Asset Management, LLC 10
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 10
KNGS - Alpha Architect ETF Trust - UPHOLDINGS Compound Kings ETF 10
ADAPT Investment Managers SA 10
Armbruster Capital Management, Inc. 10
Altai Capital Management, L.P. 10
Nearwater Capital Markets, Ltd 10
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 10
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 10
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 10
Sage Private Wealth Group, Llc 10
Boyd Watterson Asset Management Llc/oh 10
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 10
Space Summit Capital LLC 10
Katamaran Capital LLP 10
JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares 10
Biltmore Wealth Management, LLC 10
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 10
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 10
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 10
VCIGX - VALIC Co I - Dividend Value Fund 10
Hummer Financial Advisory Services Inc 10
Signature Financial Management, Inc. 10
VCSOX - VALIC Co I - International Socially Responsible Fund 10
Welch Group, LLC 10
one8zero8, LLC 10
Watson Rebecca 10
TCF National Bank 10
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 10
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 10
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 10
Generali Investments CEE, investicni spolecnost, a.s. 10
Qualcomm Inc/de 10
Synergy Investment Management, LLC 10
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 10
DJE Kapital AG 10
Facet Wealth, Inc. 10
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF 10
Noble Wealth Management PBC 10
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 10
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 10
Asset Planning,Inc 10
Greystone Managed Investments Inc. 10
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 10
Louisbourg Investments Inc. 10
New Age Alpha Trust - AVDR US LargeCap Leading ETF 10
Comprehensive Financial Planning, Inc./PA 10
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 10
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 10
Aua Capital Management, Llc 10
Greenwoods Asset Management Hong Kong Ltd. 10
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 10
Florida Financial Advisors, Llc 10
One Wealth Capital Management, Llc 10
Hcim Trust 10
Legacy Wealth Management, LLC / MS 10
Davis-rea Ltd. 10
Empirical Capital Management, LLC 10
Feis Lawrence Michael 10
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 10
Tesco Pension Investment Ltd 10
Mezzasalma Advisors, LLC 10
Gallagher Fiduciary Advisors, LLC 10
ARGI Investment Services, LLC 10
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 10
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 10
NIXT - EA Series Trust - Research Affiliates Deletions ETF 10
SGL Investment Advisors, Inc. 10
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 10
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 10
Diversified Enterprises, LLC 10
Elyxium Wealth, LLC 10
Brandywine Trust Co 10
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 10
Providence First Trust Co 10
Laurus Investment Counsel Inc. 10
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 10
Mainstream Capital Management LLC 10
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 10
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF 10
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 10
Columbia Pacific Advisors, LLC 10
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 10
Miller Value Partners, Llc 10
VVMCX - VALIC Co I - Mid Cap Value Fund 10
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 10
BlackRock ETF Trust II - BlackRock High Yield ETF 10
Palo Capital, Inc. 10
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 10
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 10
SVA Wealth Management, LLC 10
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 10
Solel Partners LP 10
Detwiler Fenton Investment Management LLC 10
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 10
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 10
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 10
Bornite Capital Management LP 10
Sawyer & Company, Inc 10
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF 10
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 10
MidWestOne Financial Group, Inc. 10
Granite FO LLC 10
Tranquility Partners, LLC 10
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 10
Carlson Capital Management 10
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 10
PIMCO FUNDS - PIMCO Short Asset Portfolio 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 10
Eton Park Capital Management, L.P. 10
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 10
Fulcrum Capital LLC 10
MD Financial Management Inc. 10
ID Management A/S 10
Sunflower Bank, N.A. 10
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 10
RBA Wealth Management, LLC 10
SRN Advisors, LLC 10
Breakwater Investment Management 10
O'Brien Wealth Partners LLC 10
Fundamentun, Llc 10
Apertura Capital, LLC 10
C-J Advisory, Inc. 10
Growth Interface Management LLC 10
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 10
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 10
Donald L. Hagan, LLC 10
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 10
Clear Point Advisors Inc. 10
Weaver Capital Management LLC 10
Van Leeuwen & Company, LLC 10
Portman Ltd 10
Nadler Financial Group, Inc. 10
New Century Investment Management, Inc 10
Garrett Investment Advisors LLC 10
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 10
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 10
Schooner Investment Group, LLC. 10
Fiduciary Family Office, Llc 10
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 10
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 10
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 10
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 10
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares 10
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 10
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 10
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 10
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF 10
Pimco High Income Fund 10
DLK Investment Management, LLC 10
Compass Ion Advisors, LLC 10
One Fin Capital Management LP 10
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 10
Riverstone Advisors, LLC 10
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 10
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 10
Prudential Global Short Duration High Yield Fund, Inc. 10
M3 Advisory Group, LLC 10
Yeomans Consulting Group, Inc. 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 10
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 10
Paladin Advisory Group, LLC 10
Massachusetts Institute Of Technology 10
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 10
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 10
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 10
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 10
Natixis ETF Trust - Natixis Gateway Quality Income ETF 10
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 10
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 10
LRT Capital Management, LLC 10
Tpg Gp A, Llc 10
Financial Advantage, Inc. 10
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 10
Ostrum Asset Management U.s., Llc 10
Lehman & Derafelo Financial Resources LLC 10
Prospect Financial Services LLC 10
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 10
Cliftonlarsonallen Wealth Advisors, Llc 10
Weitz Investment Management, Inc. 10
Majedie Asset Management Ltd 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
Aveo Capital Partners, LLC 10
Edgewood Management Llc 10
Hourglass Capital, Llc 10
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 10
Canopy Partners, LLC 10
Security Benefit Life Insurance Co /ks/ 10
Capital Advantage, Inc. 10
Rivernorth Marketplace Lending Corp 10
First Trust Enhanced Equity Income Fund 10
Apexium Financial, Lp 10
Gabelli Global Utility & Income Trust 10
Toronado Partners, LLC 10
Insight Folios Inc 10
Community Capital Management, Inc. 10
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 10
Stableford Capital Ii Llc 10
Chatham Capital Group, Inc. 10
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 10
Indus Capital Partners, Llc 10
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 10
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 10
Beaconlight Capital, Llc 10
FSABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Municipal Bond Index Fund 10
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 10
Summit Wealth & Retirement Planning, Inc. 10
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 10
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 10
New York Life Trust Co 10
Monolith Management Ltd 10
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 10
Warren Street Wealth Advisors, LLC 10
Cross Staff Investments Inc 10
NOIEX - Northern Funds - Northern Income Equity Fund 10
NEIRG Wealth Management, LLC 10
Nwi Management Lp 10
Brio Consultants, LLC 10
Dreman Value Management, L L C 10
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 10
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 10
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF 10
PSGAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Cap Growth Fund Class A 10
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 10
Shore Point Advisors, LLC 10
Providence Equity Partners L.L.C. 10
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 10
Coyle Financial Counsel LLC 10
Nekton Capital Ltd. 10
Meridian Financial Partners LLC 10
BancorpSouth Inc 10
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 10
KLCM Advisors, Inc. 10
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 10
Carderock Capital Management Inc 10
Salient Capital Advisors, LLC 10
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 10
Pimco Dynamic Income Fund 10
Grand Jean Capital Management Inc 10
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 10
Goldstream Capital Management Ltd 10
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 10
Overbrook Management Corp 10
Henry James International Management Inc. 10
McGuire Investment Group, LLC 10
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 10
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 10
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 10
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 10
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 10
Altrinsic Global Advisors Llc 10
Werlinich Asset Management, LLC 10
TAX - EA Series Trust - Cambria Tax Aware ETF 10
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 10
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 10
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 10
Sumit Capital, Llc 10
Pacific Global Investment Management Co 10
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 10
MWA Asset Management 10
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 10
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 10
Eagle Strategies LLC 10
Afg Fiduciary Services Limited Partnership 10
Annandale Capital, LLC 10
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 10
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 10
Markel Corp 10
Diamond Hill Capital Management Inc 10
Bingham Osborn & Scarborough Llc 10
Brookwood Investment Group LLC 10
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 10
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I 10
Cognios Beta Neutral Large Cap Fund, Lp 10
Carl Domino Inc 10
Himco Variable Insurance Trust 10
Everett Harris & Co /ca/ 10
London Co Of Virginia 10
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 10
Union Savings Bank 10
Consilio Wealth Advisors, Llc 10
Invesco, Llc 10
EDENTREE ASSET MANAGEMENT Ltd 10
Philosophy Capital Management LLC 10
Elevatus Welath Management 10
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 10
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 10
Efg Capital International Corp. 10
Cornerstone Strategic Value Fund Inc 10
Peninsula Wealth, LLC 10
Eagle Ridge Investment Management 10
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 10
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 10
Xn Lp 10
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 10
James Reed Financial Services, Inc. 10
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 10
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 10
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 10
Winthrop Advisory Group LLC 10
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 10
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 10
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 10
Guardian Wealth Management, Inc. 10
Opus Capital Group, LLC 10
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 10
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 10
Northwest Bancshares, Inc. 10
McCarthy Grittinger Financial Group, LLC 10
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF 10
Forefront Wealth Partners, LLC 10
Cornell Pochily Investment Advisors, Inc. 10
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 10
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF 10
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 10
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 10
Omega Advisors Inc. 10
Mid-American Wealth Advisory Group, Inc. 10
Abacus Planning Group, Inc. 10
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 10
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF 10
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 10
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 10
Ariose Capital Management Ltd 10
AT Bancorp 10
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 10
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 10
Gleason Group, Inc. 10
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 10
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 10
Hedeker Wealth, LLC 10
Pacific View Asset Management, Llc 10
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 10
Investment Partners, Ltd. 10
Gamble Jones Investment Counsel 10
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 10
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 10
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 10
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 10
ADSRX - Advisors' Inner Circle Fund III - Aperture Discover Equity Fund Class X Shares 10
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 10
Lederer & Associates Investment Counsel/ca 10
Selway Asset Management 10
Mizuho Bank, Ltd. 10
Windward Capital Management Co /ca 10
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 10
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 10
RQSI Ltd 10
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 10
MEME - Listed Funds Trust - Roundhill MEME ETF 10
Vanguard Capital Wealth Advisors 10
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 10
Concourse Capital Management, LLC 10
Elephas Investment Management Ltd 10
Blue Pool Management Ltd. 10
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 10
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 10
Karlinski Andrew C 10
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 9
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 9
Centennial Bank/AR/ 9
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 9
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 9
Patton Albertson Miller Group, Llc 9
American Money Management, LLC 9
Riversedge Advisors, Llc 9
BCIIX - Brown Capital Management Mutual Funds - The Brown Capital Management International Equity Fund Investor Shares 9
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 9
Avidity Partners Management LP 9
Blue Barn Wealth, LLC 9
Abacus Wealth Partners, LLC 9
Wolf Hill Capital Management, LP 9
Seaport Global Asset Management Llc 9
Correct Capital Wealth Management 9
Bay Rivers Group 9
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 9
Michael & Susan Dell Foundation 9
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 9
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 9
Haberer Registered Investment Advisor Inc 9
Intelligence Driven Advisers, LLC 9
Montrusco Bolton Investments Inc. 9
Kopion Asset Management, LLC 9
FSDCX - FIDELITY SELECT PORTFOLIOS - Communications Equipment Portfolio 9
Fiduciary Management Associates Llc 9
PineView Asset Management LP 9
McGowan Group Asset Management, Inc. 9
Stonekeep Investments, LLC 9
Burns J W & Co Inc/ny 9
Sixth Street Partners Management Company, L.P. 9
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 9
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 9
Hyperion Capital Advisors LP 9
SevenOneSeven Capital Management 9
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 9
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 9
Imprint Wealth LLC 9
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 9
Fullcircle Wealth Llc 9
RKL Wealth Management LLC 9
Foyston, Gordon, & Payne Inc 9
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 9
Mitra Capital LLC 9
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 9
Iowa State Bank 9
Northstar Advisory Group, LLC 9
Utah Peaks Capital Inc 9
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 9
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 9
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 9
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 9
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 9
Penobscot Investment Management Company, Inc. 9
ESL Trust Services, LLC 9
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 9
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 9
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 9
Lifeworks Advisors, LLC 9
Horizon Kinetics Asset Management Llc 9
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 9
Zhang Financial LLC 9
Dalton Greiner Hartman Maher & Co 9
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 9
Capstone Financial Group, Inc. 9
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 9
Strategy Capital LLC 9
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 9
Seed Wealth Management, Inc. 9
Enterprise Bank & Trust Co 9
Wells Fargo Utilities & High Income Fund 9
Lantz Financial LLC 9
Bronson Point Management LLC 9
Zevin Asset Management Llc 9
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 9
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 9
Stad Marc 9
Holos Integrated Wealth LLC 9
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 9
General Electric Co 9
Independent Wealth Network Inc. 9
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund 9
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 9
Eos Focused Equity Management, L.P. 9
Centric Wealth Management 9
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 9
Hoese & Co LLP 9
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 9
Prairie Wealth Advisors, Inc. 9
Blue Chip Partners, Inc. 9
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 9
Archetype Wealth Partners 9
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 9
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 9
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 9
Aster Investment Management Co Inc 9
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 9
Impala Asset Management LLC 9
Umpqua Bank 9
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 9
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 9
Twelve Points Wealth Management LLC 9
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 9
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 9
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 9
V2 Financial group LLC 9
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 9
New Insight Wealth Advisors 9
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 9
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 9
Tamar Securities, LLC 9
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 9
49 Wealth Management, Llc 9
Viawealth, Llc 9
Amcap Fund 9
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 9
Cerro Pacific Wealth Advisors LLC 9
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 9
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 9
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 9
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 9
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 9
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF 9
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 9
Spartan Planning & Wealth Management 9
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 9
Atlas Brown,Inc. 9
Ignis Investment Services Ltd 9
Cypress Growth Fund Iii Lp 9
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 9
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 9
Promethos Capital, LLC 9
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
Cardinal Capital Management 9
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF 9
Soundwatch Capital LLC 9
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 9
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 9
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 9
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 9
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 9
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 9
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 9
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 9
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 9
True Vision MN LLC 9
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 9
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 9
Marietta Wealth Management, LLC 9
Eaton Vance Tax-managed Global Diversified Equity Income Fund 9
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 9
Forefront Analytics, LLC 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
ZIG - ETF Series Solutions - The Acquirers Fund 9
Lineweaver Wealth Advisors, LLC 9
White Knight Strategic Wealth Advisors, LLC 9
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund 9
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 9
Morningstar Investment Management LLC 9
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 9
Washburn Capital Management, Inc. 9
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 9
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 9
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 9
Northstar Asset Management Llc 9
Surience Private Wealth Llc 9
MUB - iSHARES TRUST - iShares National Muni Bond ETF 9
Bernzott Capital Advisors 9
Isomer Partners LP 9
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 9
Secured Retirement Advisors, Llc 9
Trustees of Princeton University 9
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 9
Delaware Vip Trust - Delaware Vip Value Series Standard Class 9
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF 9
Winthrop Partners - Wny, Llc 9
Avory & Company, LLC 9
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 9
Burgundy Asset Management Ltd. 9
Sterne Agee Group, Inc. 9
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 9
Bank OZK 9
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 9
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 9
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class 9
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 9
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 9
Q3 Asset Management 9
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 9
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 9
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 9
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 9
Wellington Wealth Strategies, LLC. 9
Petredis Investment Advisors Llc 9
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 9
Zega Financial, LLC 9
Kcg Americas Llc 9
Ownership Capital B.V. 9
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund 9
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 9
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 9
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 9
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 9
Thoma Bravo, Llc 9
Resource Management, LLC 9
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF 9
Invesco Dynamic Credit Opportunity Fund 9
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 9
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 9
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 9
POLRX - FundVantage Trust - Polen Growth Fund Investor Class 9
Lifestyle Asset Management, Inc. 9
ShawSpring Partners LLC 9
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 9
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 9
NOLVX - Northern Funds - Northern Large Cap Value Fund 9
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 9
Valtura Capital Partners LLC 9
Arbor Wealth Management, LLC 9
SPRINGS CAPITAL (HONG KONG) Ltd 9
JSPTX - Managed Portfolio Series - Jackson Square Global Growth Fund Institutional Class 9
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 9
Zenyatta Capital Management LP 9
Dougherty Wealth Advisers LLC 9
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 9
AGAAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Small & Mid Cap Growth Fund Class A 9
Cedar Brook Financial Partners, LLC 9
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 9
Egerton Capital (UK) LLP 9
Accident Compensation Corp 9
State Farm Mutual Automobile Insurance Co 9
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 9
Intermede Investment Partners Ltd 9
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio 9
Nichols & Pratt Advisers Llp /ma 9
Blue Arrow Capital Management Llc 9
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 9
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 9
CRA Financial Services, LLC 9
Veritas Asset Management LLP 9
Boomfish Wealth Group, LLC 9
ULTRA SERIES FUND - Core Bond Fund Class I 9
Kiely Wealth Advisory Group, Inc. 9
Concentrum Wealth Management 9
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 9
Harmony Asset Management Llc 9
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 9
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 9
Zimmermann Investment Management & Planning Llc 9
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 9
Divergent Wealth Advisors, Llc 9
Community Financial Services Group, LLC 9
JGP Global Gestao de Recursos Ltda. 9
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 9
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 9
Vista Finance, Llc 9
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 9
Mountain Pacific Investment Advisers Inc/id 9
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund 9
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 9
Legacy Trust 9
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 9
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 9
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund 9
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 9
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 9
Capital Market Strategies LLC 9
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 9
Sander Capital Advisors Inc 9
Andina Capital Management, LLC 9
Berry Wealth Group, LP 9
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 9
Eagle Wealth Strategies Llc 9
First Dallas Securities Inc. 9
Lloyd Park, LLC 9
Real Talk Capital, LLC 9
Martin Capital Advisors, LLP 9
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 9
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 9
Vancity Investment Management Ltd 9
Private Client Services, Llc 9
P2 Capital Partners, LLC 9
united american securities inc. (d/b/a uas asset management) 9
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 9
Tyche Wealth Partners LLC 9
Quantedge Capital Pte Ltd 9
TRANSAMERICA SERIES TRUST - Transamerica Jennison Growth VP Initial 9
Forbes J M & Co Llp 9
Philip James Wealth Mangement, LLC 9
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 9
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 9
Paragon Private Wealth Management, LLC 9
Mcmillion Capital Management Inc 9
SPC Financial, Inc. 9
Hudson Valley Investment Advisors Inc /adv 9
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 9
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 9
American Beacon Sound Point Enhanced Income Fund 9
Seven Post Investment Office LP 9
Farr Miller & Washington Llc/dc 9
Smart Portfolios, LLC 9
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 9
Traveka Wealth, LLC 9
Lafitte Capital Management LP 9
Lewis Asset Management, LLC 9
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 9
Vanguard Chester Funds 9
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 9
SLIM - Janus Detroit Street Trust - The Obesity ETF 9
Asher Enterprises Inc 9
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 9
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 9
Acuity Investment Management Inc 9
Sloane Robinson LLP 9
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 9
Rockline Wealth Management, LLC 9
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 9
Mechanics Bank Trust Department 9
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 9
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 9
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 9
Veritas Investment Partners (UK) Ltd. 9
GROZ - Zacks Trust - Zacks Focus Growth ETF 9
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 9
Southland Equity Partners LLC 9
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 9
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 9
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class 9
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 9
Western Asset Investment Grade Defined Opportunity Trust Inc. 9
ESPO - VanEck Vectors ETF Trust - VanEck Vectors Video Gaming and eSports ETF 9
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 9
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 9
Pimco Flexible Credit Income Fund 9
Argus Investors' Counsel, Inc. 9
Apoletto Ltd 9
Greenoaks Capital Partners Llc 9
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 9
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 9
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 9
Drw Securities, L.l.c. 9
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
1888 Investments, LLC 9
Compass Financial Advisors Llc 9
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 9
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 9
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 9
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9
Mfs Intermediate High Income Fund 9
Epiq Partners, Llc 9
Leisure Capital Management 9
BlueSpruce Investments, LP 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y 9
Investment Management Of Virginia Llc 9
ValueAct Holdings, L.P. 9
Teca Partners, LP 9
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 9
Corundum Group, Inc. 9
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 9
Wealth Advisors of Tampa Bay, LLC 9
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 9
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF 9
Merrion Investment Management Co, LLC 9
Pelham Capital Ltd. 9
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 9
Cypress Funds Llc 9
Marcho Partners LLP 9
Objective Capital Management, LLC 9
ABASX - AB TRUST - AB Discovery Value Fund Class A 9
Williams & Novak, LLC 9
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 9
Bell Asset Management Ltd 9
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 9
Trilogy Global Advisors Lp 9
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 9
Cornerstone Advisors Inc 9
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 9
Wilkins Investment Counsel Inc 9
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 9
NovaPoint Capital, LLC 9
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 9
Anb Bank 9
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 9
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 9
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 9
Highwater Wealth Management, LLC 9
Rail-Splitter Capital Management, LLC 9
Caliber Wealth Management, LLC / KS 9
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 9
Diameter Capital Partners LP 9
Valentine Capital Asset Management, Inc. 9
EDBI Pte Ltd 9
Sterneck Capital Management, LLC 9
Dumont & Blake Investment Advisors Llc 9
Successful Portfolios LLC 9
LexAurum Advisors, LLC 9
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 9
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 9
Paradice Investment Management LLC 9
Edge Asset Management, Inc 9
Aristotle Capital Management, LLC 9
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 9
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 9
Davidson & Garrard Inc 9
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 9
Hongkou Capital LP 9
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 9
Ssga Master Trust 9
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 9
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 9
PFW Advisors LLC 9
Genesis Wealth Advisors, LLC 9
Madison Investment Holdings Inc 9
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 9
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A 9
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 9
Ursa Fund Management, LLC 9
Live Your Vision, LLC 9
Cobiz Investment Management, Llc 9
Clarkston Capital Partners, LLC 9
Harrell Investment Partners, Llc 9
Lansdowne Partners (uk) Llp 9
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 9
CMH Wealth Management LLC 9
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 9
Financially Speaking Inc 9
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 9
Arvest Bank Trust Division 9
Intellus Advisors LLC 9
Vantage Financial Partners, LLC 9
Runnymede Capital Advisors, Inc. 9
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 9
ZEGA Investments, LLC 9
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 9
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 9
Postrock Partners Llc 9
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 9
Hopwood Financial Services, Inc. 9
Gruss & Co., LLC 9
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 9
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 9
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 9
SLT Holdings LLC 9
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 9
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 9
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 9
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 9
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 9
Asset Allocation & Management Company, LLC 9
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 9
Tiemann Investment Advisors, Llc 9
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 9
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 9
Seascape Capital Management 9
City Financial Investment Co Ltd 9
Sapience Investments, LLC 9
Ensemble Capital Management, LLC 9
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 9
Prakash Investment Advisors Llc 9
Parkside Investments, LLC 9
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class 9
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 9
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 9
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 9
Johnson Bixby & Associates, LLC 9
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A 9
Palacios Wealth Management, LLC 9
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF 9
Spurstone Advisory Services, LLC 9
Union Investments & Development Ltd. 9
TPAIX - TIMOTHY PLAN - Timothy Israel Common Values Fund Class A 9
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 9
Wilkinson Global Asset Management LLC 9
Matrix Private Capital Group Llc 9
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 9
Compass Financial Services Inc 9
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 9
Gillespie Robinson & Grimm Inc 9
Bearing Point Capital, Llc 9
Longboard Asset Management, LP 9
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 9
22nw, Lp 9
Avantra Family Wealth, Inc. 9
Golden Gate Private Equity, Inc. 9
Watermark Asset Management, Inc. 9
LCM Capital Management Inc 9
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 9
Littlejohn & Co Llc 9
Talbot Financial, LLC 9
Genesis Private Wealth, Llc 9
Holland Capital Management Llc 9
Clark Financial Services Group Inc /bd 9
Hamilton Point Investment Advisors, LLC 9
Pines Wealth Management, LLC 9
Buckingham Capital Management, Inc. 9
Clarity Financial LLC 9
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 9
GIC Private Ltd 9
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 9
Cooperman Leon G 9
Columbus Hill Capital Management, L.P. 9
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 9
Amplify ETF Trust - Amplify CWP Growth & Income ETF 9
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 9
Square Peg Capital Pty Ltd 9
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 9
South Georgia Capital, Llc 9
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 9
Middleton & Co Inc/ma 9
Narwhal Capital Management 9
VISEX - VALIC Co II - International Opportunities Fund 9
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 9
Bridger Management, Llc 9
Invictus Private Wealth, Llc 9
Indie Asset Partners, LLC 9
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 9
Fishman Jay A Ltd/mi 9
VCHYX - VALIC Co II - High Yield Bond Fund 9
Narus Financial Partners, LLC 9
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 9
Corsicana & Co. 9
Afton Capital Management Llc 9
New Vernon Capital Holdings II LLC 9
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 9
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 9
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 9
FJ Capital Management LLC 9
Price Michael F 9
Glenhill Advisors Llc 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 9
Gateway Wealth Partners, LLC 9
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 9
Taylor Hoffman Capital Management LLC 9
VAMGX - VALIC Co II - Mid Cap Growth Fund 9
LIV - Emles Trust - Emles @Home ETF 9
Gill Capital Partners, Llc 9
CXI Advisors 9
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 9
Pinnacle Wealth Advisors 9
LVZ Advisors, Inc. 9
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 9
Hiddenite Capital Partners LP 9
Gs Investments, Inc. 9
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 9
Texas Bank & Trust Co 9
Pinnacle Family Advisors, LLC 9
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 9
CCON - Direxion Shares ETF Trust - Direxion Connected Consumer ETF 9
Shen Neil Nanpeng 9
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 9
Terra Nova Asset Management LLC 9
Act Ii Management, Lp 9
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 9
Cohen & Co Financial Management, LLC 9
Fundsmith LLP 9
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 9
J.P. Marvel Investment Advisors, LLC 9
Investment Management Corp /va/ /adv 9
Hudson Value Partners, LLC 9
Nordwand Advisors, LLC 9
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 9
Broderick Brian C 9
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 9
Grisanti Capital Management LLC 9
Lazard Freres Gestion S.A.S. 9
Guggenheim Equal Weight Enhanced Equity Income Fund 9
NFP Retirement, Inc. 8
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 8
Fca Corp /tx 8
Stone Run Capital, Llc 8
PBMares Wealth Management LLC 8
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 8
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 8
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 8
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 8
Commonwealth Financial Services, LLC 8
Tikvah Management LLC 8
Summit Wealth Group Llc / Co 8
Duff & Phelps Investment Management Co 8
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 8
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 8
First Commonwealth Financial Corp /pa/ 8
Alethea Capital Management, Llc 8
Sterling Global Strategies LLC 8
VCI Wealth Management LLC 8
Covalis Capital Llp 8
William Allan, Llc 8
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 8
Charles Schwab Trust Co 8
Family CFO Inc 8
Hutchens Investment Management Inc 8
BlackDiamond Wealth Management Inc. 8
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF 8
TFJ Management, LLC 8
Titus Wealth Management 8
Wealthstream Advisors, Inc. 8
Dean Investment Associates, Llc 8
Divisar Capital Management LLC 8
Ttp Investments, Inc. 8
Q Fund Management (Hong Kong) Ltd 8
KOIN - EXCHANGE TRADED CONCEPTS TRUST - Innovation Shares NextGen Protocol ETF 8
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 8
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF 8
Militia Capital Partners, LP 8
Amiya Capital LLP 8
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 8
Ksa Capital Management, Llc 8
Parr Mcknight Wealth Management Group, Llc 8
TFR Capital, LLC. 8
Keener Financial Planning LLC 8
CBTG - Listed Funds Trust - Cabot Growth ETF 8
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 8
Violich Capital Management, Inc. 8
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
XML Financial, LLC 8
Randolph Co Inc 8
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 8
Atlas Merchant Capital LLC 8
Signet Investment Advisory Group, Inc. 8
Greenup Street Wealth Management Llc 8
Bryn Mawr Capital Management Inc 8
Fiduciary Group LLC 8
Raiff Partners Inc 8
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF 8
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 8
Bensler, LLC 8
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 8
UGPIX - PROFUNDS - UltraChina ProFund Investor Class 8
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 8
TMFGX - RBB FUND, INC. - MFAM Mid-Cap Growth Fund Investor Shares 8
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A 8
Rexford Capital Inc 8
Lighthouse Financial Advisors, Inc. 8
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 8
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 8
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 8
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 8
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 8
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 8
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 8
Intel Corp 8
South Plains Financial, Inc. 8
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 8
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 8
Vector Capital Management, L.P. 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 8
Cubic Asset Management, LLC 8
Highside Global Management Llc 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 8
Aravt Global Llc 8
Securian Funds Trust - SFT Ivy Growth Fund 8
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 8
Infinitum Asset Management, Llc 8
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 8
Strategic Capital Alternatives LLC 8
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 8
CV Advisors LLC 8
Trustees of Columbia University in the City of New York 8
Pegasus Asset Management, Inc. 8
Cultivar Capital, Inc. 8
American Asset Management Inc. 8
Cardinal Capital Management, Inc. 8
Alterity Financial Group, LLC 8
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 8
KCS Wealth Advisory 8
Edgemoor Investment Advisors, Inc. 8
Ted Buchan & Co 8
Engine Capital Management, LP 8
FDNI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones International Internet ETF 8
Tetrem Capital Management Ltd. 8
Hobart Private Capital, LLC 8
Retirement Planning Group 8
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 8
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 8
R. G. Niederhoffer Capital Management Inc 8
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 8
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 8
Old Dominion Capital Management Inc 8
Ascension Asset Management LLC 8
Parametric Risk Advisors LLC 8
Waterfront Wealth Inc. 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares 8
Shilanski & Associates, Inc. 8
Chesapeake Partners Management Co Inc/md 8
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 8
Western Asset Diversified Income Fund 8
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 8
Rand Wealth, Llc 8
Convergence Financial, LLC 8
Mirabaud Asset Management (France) SAS 8
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 8
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 8
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 8
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 8
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 8
ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF 8
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 8
Endex Capital Management Llc 8
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 8
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 8
Vaughan David Investments Inc/il 8
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 8
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 8
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF 8
Flynn Zito Capital Management, Llc 8
Joseph Group Capital Management 8
Nasdaq Premium Income & Growth Fund Inc. 8
Moreno Evelyn V 8
Mesirow Institutional Investment Management, Inc. 8
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 8
Generate Investment Management Ltd 8
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 8
Account Management LLC 8
Generali Powszechne Towarzystwo Emerytalne 8
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 8
Plimoth Trust Co Llc 8
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class 8
Cascadia Advisory Services, LLC 8
Philadelphia Financial Management of San Francisco, LLC 8
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 8
Claar Advisors LLC 8
Mirae Asset Securities (usa) Inc. 8
Tcfg Wealth Management, Llc 8
Sky Investment Group LLC 8
Paralel Advisors LLC 8
Meadow Creek Wealth Advisors Llc 8
Post Resch Tallon Group Inc. 8
Essential Planning, LLC. 8
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 8
City Center Advisors, LLC 8
Saxon Interests, Inc. 8
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 8
Nixon Peabody Trust Co 8
Fiduciary Financial Group, Llc 8
Grant Street Asset Management, Inc. 8
TAMRO Capital Partners LLC 8
Sovarnum Capital L.p. 8
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 8
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 8
Amici Capital, LLC 8
Covington Investment Advisors Inc. 8
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 8
Wall Street Access Asset Management, LLC 8
Kernodle & Katon Asset Management Group, LLC 8
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 8
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 8
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 8
Northstar Capital Management Llc 8
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 8
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF 8
Guidant Wealth Advisors 8
Key Client Fiduciary Advisors, LLC 8
Pimco Global Stocksplus & Income Fund 8
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 8
Factorial Partners, Llc 8
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 8
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 8
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 8
Ashe Capital Management, LP 8
Crow Point Global Dividend Plus Fund 8
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 8
Next Level Private LLC 8
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 8
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 8
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 8
Select Asset Management & Trust 8
Mar Vista Investment Partners Llc 8
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 8
Chemistry Wealth Management LLC 8
Savoie Capital LLC 8
Truadvice, LLC 8
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class 8
New Age Alpha Funds Trust - NAA Allocation Fund Class C 8
All Terrain Financial Advisors, LLC 8
Benchmark Financial Wealth Advisors, LLC 8
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 8
Beacon Financial Advisory LLC 8
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I 8
Groesbeck Investment Management Corp /nj/ 8
Intrepid Capital Management Inc /de/ 8
Invicta Capital Management, LLC 8
P-Solve Investments Ltd 8
SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares 8
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 8
PCJ Investment Counsel Ltd. 8
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 8
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 8
Roumell Asset Management, LLC 8
Birch Hill Investment Advisors LLC 8
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 8
Regent Investment Management LLC 8
Matthew Goff Investment Advisor, LLC 8
Baupost Group Llc/ma 8
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 8
Mattson Financial Services, LLC 8
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 8
Hixon Zuercher, LLC 8
LifeWealth Investments, LLC 8
Eos Management, L.P. 8
Chapman Investment Management, LLC 8
Five Oceans Advisors 8
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 8
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 8
Bowie Capital Management, LLC 8
Qvr Llc 8
Algebris (uk) Ltd 8
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 8
EWC - iShares, Inc. - iShares MSCI Canada ETF 8
Teachers Insurance & Annuity Association Of America 8
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 8
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 8
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 8
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 8
Northern Capital Management Llc 8
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 8
Confluence Investment Management Llc 8
Sonoma Private Wealth LLC 8
Icc Capital Management Inc/ 8
Sands Capital Ventures, LLC 8
LaFleur & Godfrey LLC 8
Vista Investment Partners Llc 8
Connolly Sarah T. 8
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 8
Rfg Holdings, Inc. 8
TrueWealth Advisors, LLC 8
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 8
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 8
Beta Wealth Group, Inc. 8
Wealth Alliance Advisory Group, LLC 8
Aberdeen Global Income Fund Inc 8
Watts Gwilliam & Co., LLC 8
360 Financial, Inc. 8
Saiers Capital, LLC 8
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 8
Wallace Hart LLC 8
Absolute Gestao de Investimentos Ltda. 8
Route One Investment Company, L.P. 8
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 8
FNETX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Communications Fund 8
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 8
Cascade Financial Partners, LLC 8
North Reef Capital Management LP 8
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 8
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 8
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 8
McNamara Financial Services, Inc. 8
Old Port Advisors 8
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 8
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 8
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 8
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 8
Panoramic Capital, LLC 8
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 8
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 8
BFIX - Build Funds Trust - Build Bond Innovation ETF 8
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 8
AIMZ Investment Advisors, LLC 8
United Bank 8
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 8
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 8
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 8
Burr Financial Services, Llc 8
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 8
Wealth Advisors, Inc. 8
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 8
Nicollet Investment Management, Inc. 8
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 8
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 8
Peoples Bank/KS 8
UNICOM Systems, Inc. 8
Brown Miller Wealth Management, LLC 8
Cascade Investment Group, Inc. 8
Cigogne Management Sa 8
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 8
ROE - EA Series Trust - Astoria US Quality Kings ETF 8
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 8
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 8
Alecta Pensionsforsakring, Omsesidigt 8
Mendel Money Management 8
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 8
Guardian Asset Advisors, LLC 8
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 8
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 8
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 8
Parsifal Capital Management, LP 8
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 8
LETB - AdvisorShares Trust - AdvisorShares Let Bob AI Powered Momentum ETF 8
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 8
SFE Investment Counsel 8
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 8
Comgest Global Investors S.a.s. 8
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 8
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 8
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I 8
Round Table Services, LLC 8
Simply Money Advisors 8
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 8
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 8
Industry Ventures, L.L.C. 8
McLean Asset Management Corp 8
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 8
AGH Wealth Advisors, LLC 8
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 8
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 8
Clearfield Capital Management Lp 8
Avenir Corp 8
Burling Wealth Partners, Llc 8
Cannon Financial Strategists, Inc. 8
Torch Wealth Management LLC 8
Mitchell & Pahl Private Wealth, Llc 8
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 8
Heartland Advisors Inc 8
Night Squared LP 8
Martin Investment Management, LLC 8
Vantage Financial Partners Ltd., Inc. 8
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 8
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 8
Tounjian Advisory Partners, Llc 8
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 8
Usa Mutuals Advisors, Inc. 8
IronOak Wealth LLC. 8
Sii Investments Inc/wi 8
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 8
American Independence Financial Services LLC 8
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 8
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 8
WealthTrust Axiom LLC 8
Canoe Financial LP 8
Granite Group Advisors, LLC 8
Peterson Wealth Management 8
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 8
Paradigm, Strategies in Wealth Management, LLC 8
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 8
Achievement Holdings L.P. 8
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 8
Bernardo Wealth Planning LLC 8
Alpha Quant Advisors, Llc 8
Crew Capital Management, Ltd. 8
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 8
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 8
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 8
Putnam Investors Fund 8
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 8
EDUT - Global X Funds - Global X Education ETF 8
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 8
Montgomery Investment Management Inc 8
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 8
Arrow Investments Trust - Arrow DWA Country Rotation ETF 8
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 8
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 8
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 8
Kure Advisory, LLC 8
Orbis Holdings Ltd 8
KIFAX - Forward Funds - Salient Select Income Fund Class A 8
SEG Partners Long/Short Equity Fund 8
Glassy Mountain Advisors, Inc. 8
Dash Acquisitions Inc. 8
Cobalt Capital Management, Inc. 8
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 8
Eq Wealth Advisors, Llc 8
Lake Hills Wealth Management, LLC 8
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 8
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 8
Benedetti & Gucer, Inc. 8
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 8
Bristol John W & Co Inc /ny/ 8
Parker Investment Management, LLC 8
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 8
Greystone Financial Group, LLC 8
Epic Trust Investment Advisors, LLC 8
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 8
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R 8
Payden & Rygel 8
Yelin Lapidot Holdings Management Ltd. 8
First National Bank Sioux Falls 8
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 8
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 8
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 8
Prime Capital Management Co Ltd 8
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 8
Asset Planning Services, Ltd. 8
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 8
CIPTX - Advisors' Inner Circle Fund II - CHAMPLAIN STRATEGIC FOCUS FUND Institutional Shares 8
Meridian Management Co 8
Apeiron RIA LLC 8
Chescapmanager LLC 8
Capital Square, LLC 8
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 8
OEF - iSHARES TRUST - iShares S&P 100 ETF 8
Alteri Wealth LLC 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 8
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 8
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 8
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 8
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 8
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 8
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares 8
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 8
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 8
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 8
Wick Capital Partners, LLC 8
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF 8
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 8
Iyo Bank, Ltd. 8
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 8
Copperleaf Capital, LLC 8
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 8
Marshall & Sullivan Inc /wa/ 8
Vista Investment Management 8
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 8
Hickory Lane Capital Management LP 8
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 8
First Financial Bank - Trust Division 8
Hgk Asset Management Inc 8
Ritter Daniher Financial Advisory, Llc 8
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 8
Fisher Funds Management LTD 8
Dockyard Capital Management Lp 8
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 8
Crown Wealth Group, LLC 8
OPTIMAS CAPITAL Ltd 8
First Long Island Investors, LLC 8
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 8
Dorsey Asset Management, LLC 8
Fountainhead AM, LLC 8
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 8
FolioMetrix LLC 8
Clarity Asset Management, Inc. 8
Once Capital Management, LLC 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 8
Pettee Investors, Inc. 8
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF 8
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 8
Integral Investment Advisors, Inc. 8
Oppenheimer Main Street Small Cap Fund 8
All Season Financial Advisors, Inc. 8
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 8
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8
Whitaker-Myers Wealth Managers, LTD. 8
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 8
Monumental Financial Group Inc. 8
Alhambra Investment Partners LLC 8
Western Asset Income Fund 8
First Financial Bankshares Inc 8
Mason & Associates Inc 8
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 8
Concord Asset Management, LLC/VA 8
Alpine Series Trust 8
Graybill Bartz & Assoc Ltd 8
WIGTX - ALPS Series Trust - Seven Canyons World Innovators Fund Institutional Class 8
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 8
Lord Abbett Floating Rate High Income Fund 8
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 8
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 8
Bigelow Investment Advisors, LLC 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
Forza Wealth Management, LLC 8
Wbh Advisory Inc 8
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 8
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 8
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 8
Schwab Charitable Fund 8
Amida Capital Management II, LLC 8
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 8
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 8
Trutina Financial LLC 8
Tyrus Capital S.A.M. 8
Sentinel Variable Products Trust 8
Blackrock Enhanced Equity Dividend Trust 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 8
Sandbar Asset Management LLP 8
Clear Perspectives Financial Planning, LLC 8
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 8
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I 8
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 8
Farmers & Merchants Trust Co of Long Beach 8
Barings Global Short Duration High Yield Fund 8
Monolith Advisors 8
Mirova US LLC 8
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 8
Cloverdale Capital Management, LLC 8
Wilson Asset Management (international) Pty Ltd 8
SignalPoint Asset Management, LLC 8
Blackrock Enhanced Global Dividend Trust 8
Klk Capital Management Llc 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
Brooklands Fund Management Ltd 8
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 8
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 8
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 8
POIIX - FundVantage Trust - Polen International Growth Fund Institutional Class 8
Kkr Income Opportunities Fund 8
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class 8
EnRich Financial Partners LLC 8
PICTET BANK & TRUST Ltd 8
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 8
Cadence Bank Na 8
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 8
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 8
Isi Strategy Fund Inc 8
Pennsylvania Capital Management Inc /adv 8
Gabelli Go Anywhere Trust 8
Blackrock Multi-sector Opportunities Trust 8
First Beijing Investment Ltd 8
Benson Investment Management Company, Inc. 8
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 8
North American Management Corp 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
WJ Wealth Management, LLC 8
ETPA - Managed Portfolio Series - Tortoise Digital Payments Infrastructure Fund 8
Cruiser Capital Advisors, Llc 8
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 8
Intrepid Financial Planning Group LLC 8
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 8
Cypress Capital Management Llc 8
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 8
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 8
Satuit Capital Management Trust 8
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 8
LST - Managed Portfolio Series - Leuthold Select Industries ETF 8
Disciplined Equity Management, Inc. 8
Hyperion Asset Management Ltd 8
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 8
First Trust Senior Floating Rate Income Fund Ii 8
Peak Financial Advisors Llc 8
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 8
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 8
Credit Suisse Asset Management Income Fund Inc 8
C WorldWide Group Holding A/S 8
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 8
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 8
Measured Risk Portfolios, Inc. 8
Bolton Lp 8
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 8
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 8
Palo Alto Wealth Advisors, Llc 8
Fragasso Group Inc. 8
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 8
Tilt Investment Management Holdings, PBC 8
Palo Ds Manager Llc 8
SMART Wealth LLC 8
Bond & Devick Financial Network, Inc. 8
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 8
Simmons First Trust Co Na 8
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 8
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 8
Oppenheimer Main Street Mid Cap Fund 8
Summit Financial Wealth Advisors, LLC 8
Alliance Wealth Advisors, LLC 8
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 8
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 8
Ahl Investment Management, Inc. 8
Cornerstone Select Advisors, LLC 8
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 8
Dudley Capital Management, Llc 8
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 8
True Bearing Asset Management LP 8
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 8
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 8
Fortune Financial Advisors, LLC 8
MITSUBISHI UFJ SECURITIES (USA), Inc. 8
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 8
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 8
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 8
Delphi Financial Group, Inc. 8
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 8
Center For Asset Management LLC 8
Dendur Capital Lp 8
Dynamo Internacional Gestao De Recursos Ltda. 8
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 8
Tcw Strategic Income Fund Inc 8
RWQ Financial Management Services, Inc. 8
Strait & Sound Wealth Management LLC 8
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 8
Anthracite Investment Company, Inc. 8
GROW Partners, LLC 8
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 8
Serengeti Asset Management LP 8
Wendell David Associates Inc 8
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 8
Phraction Management LLC 8
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 8
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 8
Samjo Management, LLC 8
PMV Capital Advisers, LLC 8
Fcg Advisors, Llc 8
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 8
Phase 2 Partners, LLC 8
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 8
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 8
Rothschild & Co Wealth Management UK Ltd 8
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 8
GGIIX - GuideStone Funds - Global Impact Fund Investor 8
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 8
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 8
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 8
DSG Capital Advisors, LLC 8
Core Bond Portfolio - Core Bond Portfolio 8
Crux Wealth Advisors 8
Morling Financial Advisors, LLC 8
Willow Creek Wealth Management Inc. 8
Breed's Hill Capital LLC 8
America First Investment Advisors, LLC 8
Guardian Partners Inc. 8
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 8
Silver Lake Advisory, LLC 8
Lane Generational LLC 8
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 8
Woodson Capital Management, LP 8
Confluence Wealth Management LLC 8
Hancock Whitney Investment Services Inc. 8
HGRAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Growth Opportunities Fund Class A 8
Peak Asset Management, LLC 8
Fairview Capital Investment Management, Llc 8
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 7
Foresters Asset Management Inc. 7
Value Partners Investments Inc. 7
Nuveen Fund Advisors, LLC 7
DPCEX - Managed Portfolio Series - Jackson Square Select 20 Growth Fund IS Class 7
Marathon Capital Management 7
One Charles Private Wealth Services, LLC 7
Texas Treasury Safekeeping Trust Co 7
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 7
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 7
Emerald Advisors, LLC 7
NAN FUNG TRINITY (HK) Ltd 7
Madden Advisory Services, Inc. 7
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 7
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) 7
Agur Provident & Training Funds Management Ltd 7
Blue Clay Capital Management, LLC 7
Vontobel Swiss Wealth Advisors AG 7
Westend Partners Lp 7
Element Wealth, LLC 7
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 7
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class 7
Fma Advisory Inc 7
Am Investment Strategies Llc 7
Banyan Partners, LLC 7
Milestone Advisory Partners 7
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 7
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 7
Marlowe Partners LP 7
Sculati Wealth Management, LLC 7
Demars Financial Group, LLC 7
PYA Waltman Capital, LLC 7
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 7
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 7
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 7
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 7
Citizens & Northern Corp 7
Longview Financial Advisors LLC 7
Berry Group, Llc 7
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 7
Fic Capital Inc 7
Quantum Capital Management, LLC / NJ 7
Union Point Advisors, LLC 7
Smith & Howard Wealth Management, LLC 7
SNS Financial Group, LLC 7
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 7
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 7
ZGFIX - Advisors' Inner Circle Fund III - Ninety One Global Franchise Fund I Shares 7
Allen Holding Inc /ny 7
Belmont Global Advisors, Inc. 7
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 7
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 7
Antipodean Advisors LLC 7
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 7
Hutchinson Financial Advisors, INC 7
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF 7
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares 7
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 7
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 7
Evelyn Partners Investment Management (Europe) Ltd 7
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 7
Glovista Investments LLC 7
Vernier Capital Partners, Lp 7
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF 7
FT Vest Hedged Equity Income Fund: Series A3 7
Tandem Capital Management Corp /adv 7
FT Vest Total Return Income Fund: Series A3 7
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 7
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 7
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 7
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 7
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 7
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 7
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 7
NexPoint Credit Strategies Fund 7
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 7
Banbury Partners Llc 7
Olstein Capital Management, L.P. 7
Sapphire Star Partners LP 7
Richard P Slaughter Associates Inc 7
LKFIX - LKCM Funds - LKCM Fixed Income Fund 7
KAMES CAPITAL management Ltd 7
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 7
GlobalBridge, Inc. 7
Sitrin Capital Management LLC 7
Sessa Capital IM, L.P. 7
ELberon, LLC 7
Farmers National Bank 7
Marble Arch Investments, LP 7
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class 7
Immersion Capital LLP 7
Eachwin Capital, Lp 7
HYA Advisors, Inc 7
Oakmont Corp 7
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 7
Warm Springs Advisors Inc. 7
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 7
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 7
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 7
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 7
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 7
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 7
Investor Ab 7
Glacier Peak Capital LLC 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 7
Prospector Partners Llc 7
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 7
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 7
AQINX - AQR Funds - AQR International Equity Fund Class N 7
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 7
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 7
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 7
Schwarz Dygos Wheeler Investment Advisors Llc 7
DecisionMap Wealth Management, LLC 7
Gallagher Capital Advisors, LLC 7
Meriwether Wealth & Planning, LLC 7
Argentarii, LLC 7
Chung Wu Investment Group, LLC 7
Ring Mountain Capital, LLC 7
Sherman Asset Management, Inc. 7
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 7
Illumine Investment Management, LLC 7
Prasad Wealth Partners, LLC 7
Weinberger Asset Management, Inc 7
TigerOak Management, L.L.C. 7
Hickory Asset Management, Inc. 7
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 7
Telligent Fund, LP 7
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 7
Brady Martz Wealth Solutions, LLC 7
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 7
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 7
MASTER LARGE CAP SERIES LLC - Master Large Cap Focus Growth Portfolio 7
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 7
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB 7
Arbiter Partners Capital Management LLC 7
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 7
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 7
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 7
FT Vest Hedged Equity Income Fund: Series A2 7
FT Vest Total Return Income Fund: Series A2 7
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 7
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 7
Cascades Capital Asset Management, LLC 7
Safe Harbor Fiduciary, LLC 7
Delta Financial Advisors Llc 7
Argent Financial Group, Inc. 7
Everstar Asset Management, LLC 7
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 7
Optivise Advisory Services LLC 7
MidAtlantic Capital Management, Inc. 7
Canandaigua National Trust Co of Florida 7
Blake Schutter Theil Wealth Advisors, LLC 7
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 7
Goldstone Financial Group, LLC 7
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 7
Paladin Wealth, LLC 7
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF 7
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 7
Bpv Family Of Funds 7
TCW ETF Trust - TCW Flexible Income ETF 7
Bluepoint Investment Series Trust 7
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 7
RVER - Advisor Managed Portfolios - Trenchless Fund ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 7
Carrera Capital Advisors 7
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 7
KWEB - Krane Shares Trust - KraneShares CSI China Internet ETF 7
Force Capital Management LLC 7
Tradition Asset Management Llc 7
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 7
Deer VIII & Co. Ltd. 7
Akre Capital Management Llc 7
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 7
Toews Corp /adv 7
CacheTech Inc. 7
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 7
Ancient Art, L.P. 7
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 7
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 7
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 7
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 7
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 7
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 7
Wesleyan Assurance Society 7
LITMAN GREGORY FUNDS TRUST - Polen Capital International Growth ETF 7
RDA Financial Network 7
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 7
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 7
CMC Financial Group 7
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 7
Evergreen Quality Fund GP, Ltd. 7
Twin City Private Wealth, Llc 7
O'Brien Greene & Co. Inc 7
Frontier Capital Management Co Llc 7
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 7
ERn Financial, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
New South Capital Management Inc 7
M&G Investments (USA) Inc. 7
Embree Financial Group 7
Nwq Investment Management Company, Llc 7
Ogborne Capital Management, Llc 7
Davies Financial Advisors, Inc. 7
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 7
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 7
First Trust Portfolios Lp 7
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF 7
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 7
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 7
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 7
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 7
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 7
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 7
StackLine Partners LP 7
Broad Bay Capital Management, LP 7
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 7
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 7
Genesee Capital Advisors, LLC 7
Lantern Wealth Advisors, LLC 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
Sea Cliff Partners Management, LP 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 7
SurgoCap Partners LP 7
Compton Wealth Advisory Group, LLC 7
Bach Investment Advisors Ltd 7
Truehand, Inc 7
Pactiv General Employee Benefit Trust 7
VeraBank, N.A. 7
JCSD Capital, LLC 7
Steward Partners Investment Solutions, Llc 7
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 7
FCG Investment Co 7
MN Wealth Advisors, LLC 7
FLC Capital Advisors 7
Ccm Investment Advisers Llc 7
Garrison Point Advisors, Llc 7
Burkett Financial Services, Llc 7
Windsor Creek Advisors, Llc 7
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 7
Thrive Capital Management, LLC 7
Aldebaran Financial Inc. 7
South Street Advisors LLC 7
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 7
Martin & Co Inc /tn/ 7
Elwood & Goetz Wealth Advisory Group, LLC 7
RHS Financial, LLC 7
Power Wealth Management Llc 7
Barr E S & Co 7
Beacon Pointe Wealth Advisors, Llc 7
Saxony Capital Management, LLC 7
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 7
Provident Investment Management, Inc. 7
Vivid Wealth Management, LLC 7
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 7
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class 7
Standard Pacific Capital Llc/ca 7
Sabadell Asset Management, S.A S.G.I.I.C 7
Inlet Private Wealth, LLC 7
StoneCrest Wealth Management, Inc. 7
Silverberg Bernstein Capital Management LLC 7
MACRO Consulting Group 7
Titan Capital Management, LLC /CA 7
Hotaling Investment Management, LLC 7
Kdi Capital Partners Llc 7
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 7
Leonard Green & Partners, L.P. 7
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF 7
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 7
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares 7
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 7
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class 7
Profunds - Profund Vp Industrials 7
Context Partners Fund, L.p. 7
Ruffer LLP 7
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 7
Capital Directions Investment Advisors, LLC 7
Syntax Research, Inc. 7
NWWOX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Global Opportunities Fund Class A 7
Intracoastal Capital, Llc 7
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 7
Andesa Financial Management Inc. 7
Steigerwald, Gordon & Koch Inc. 7
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 7
Shariaportfolio, Inc. 7
Fairpointe Capital LLC 7
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 7
Wealthstar Advisors, Llc 7
Grosvenor Holdings, L.l.c. 7
Triodos Investment Management BV 7
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 7
PLFLX - Aristotle Funds Series Trust - Aristotle Floating Rate Income Fund Class A 7
Vishria Bird Financial Group, LLC 7
Hardman Johnston Global Advisors LLC 7
Professional Planning 7
Dundas Partners LLP 7
IBOT - VanEck ETF Trust - VanEck Robotics ETF 7
PTEC - Global X Funds - Global X PropTech ETF 7
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 7
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 7
KC Investment Advisors, LLC 7
Ruane, Cunniff & Goldfarb L.P. 7
Cardinal Point Capital Management, ULC 7
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 7
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R 7
Rice Partnership, LLC 7
AWEG - Alger ETF Trust - Alger Weatherbie Enduring Growth ETF 7
Markston International Llc 7
West Chester Capital Advisors, Inc 7
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 7
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 7
Yoder Wealth Management, Inc. 7
Letko, Brosseau & Associates Inc 7
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 7
ABLE Financial Group, LLC 7
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2 7
BIP Wealth, LLC 7
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 7
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 7
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 7
Palouse Capital Management, Inc. 7
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 7
Symons Capital Management Inc 7
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF 7
Boys Arnold & Co Inc 7
Kite Lake Capital Management (uk) Llp 7
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 7
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
Beutel, Goodman & Co Ltd. 7
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 7
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 7
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 7
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 7
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 7
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 7
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 7
Marble Harbor Investment Counsel, LLC 7
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A 7
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 7
Leonard Rickey Investment Advisors P.L.L.C. 7
Court Place Advisors, LLC 7
Two Roads Shared Trust - Hypatia Women CEO ETF 7
Ironvine Capital Partners, LLC 7
General Equity Holdings LP 7
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 7
Rebalance, Llc 7
Cravens & Co Advisors, LLC 7
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 7
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IA 7
TGN - Investment Managers Series Trust II - AXS Brendan Wood TopGun Index ETF 7
Boulder Wealth Advisors, LLC 7
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 7
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 7
CIC Wealth, LLC 7
FT Vest Total Return Income Fund: Series B1 7
FT Vest Hedged Equity Income Fund: Series B1 7
Grace & Mercy Foundation, Inc. 7
Financial Partners Group, Inc 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 7
Core Wealth Partners LLC 7
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 7
Worth Financial Advisory Group, LLC 7
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 7
Watershed Private Wealth Llc 7
Hamilton Capital, LLC 7
Unio Capital LLC 7
Alphinity Investment Management Pty Ltd 7
Northstar Asset Management Inc 7
Riverview Capital Advisers, LLC 7
HF Advisory Group, LLC 7
Courage Capital Management Llc 7
Mogy Joel R Investment Counsel Inc 7
Hays Advisory Llc 7
Lodestar Private Asset Management Llc 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 7
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund 7
Northern Financial Advisors Inc 7
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 7
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 7
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 7
Hoxton Planning & Management, LLC 7
Nautilus Advisors LLC 7
Fox Point Capital Management LLC 7
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 7
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 7
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 7
Ark Venture Fund 7
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 7
Security National Bank Of So Dak 7
Enzi Wealth 7
Sprott Inc. 7
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 7
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 7
Greatmark Investment Partners, Inc. 7
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 7
ARGA Investment Management, LP 7
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares 7
Napier Park Global Capital (US) LP 7
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 7
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 7
MVSGX - HARBOR FUNDS - Harbor Strategic Growth Fund Institutional Class 7
Inspirion Wealth Advisors, Llc 7
PBKIX - FundVantage Trust - Polen Bank Loan Fund Institutional Class 7
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 7
VSR Financial Services, Inc. 7
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 7
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 7
Lg Capital Funding, Llc 7
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 7
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 7
Quantum Financial Advisors, LLC 7
Hikari Power Ltd 7
Financial Partners Capital Management Llc 7
Garrison Bradford & Associates Inc 7
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 7
JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF 7
Myriad Asset Management US LP 7
Insight Select Income Fund 7
Engaged Capital LLC 7
Benedict Financial Advisors Inc 7
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 7
RAIIX - MANNING & NAPIER FUND, INC. - Rainier International Discovery Series Class I 7
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 7
Front Barnett Associates Llc 7
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 7
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF 7
Gabelli ETFs Trust - Gabelli Asset ETF 7
FPRAX - FPA PARAMOUNT FUND INC - FPA Paramount Fund, Inc. 7
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 7
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 7
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 7
Hutchens & Kramer Investment Management Group, LLC 7
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 7
Investment Centers Of America Inc 7
Credit Suisse High Yield Bond Fund 7
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 7
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 7
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 7
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A 7
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 7
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 7
Bmc Fund Inc 7
BMS Financial Advisors, LLC 7
Walter Public Investments Inc. 7
GFGF - EA Series Trust - Guru Favorite Stocks ETF 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
Rnc Capital Management Llc 7
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 7
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 7
Miller Howard Investments Inc /ny 7
Henssler Funds Inc 7
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 7
FT Vest Hedged Equity Income Fund: Series A4 7
FT Vest Total Return Income Fund: Series A4 7
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 7
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 7
Hollow Brook Wealth Management LLC 7
Mayport, Llc 7
Aletheian Wealth Advisors LLC 7
Ransom Advisory, Ltd 7
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 7
My Legacy Advisors, LLC 7
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 7
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 7
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 7
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 7
Alamea Verwaltungs GmbH 7
SOCL - Global X Funds - Global X Social Media ETF 7
PBGIX - FundVantage Trust - Polen Global SMID Company Growth Fund Institutional Class 7
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 7
Retirement Solution Inc. 7
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 7
Mondrian Investment Partners LTD 7
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 7
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 7
Cushing Renaissance Fund 7
Lmp Capital & Income Fund Inc. 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 7
Asset Advisors Corp 7
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 7
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 7
Tufton Capital Management 7
Cutler Capital Management, LLC 7
NWF Advisory Services Inc. 7
Bank Of Stockton 7
C2C Wealth Management, LLC 7
LWM Advisory Services, LLC 7
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 7
BSN Capital Partners Ltd 7
Blue Fin Capital, Inc. 7
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class 7
Josh Arnold Investment Consultant, Llc 7
Metatron Capital SICAV plc 7
Valicenti Advisory Services Inc 7
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 7
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 7
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 7
Dravo Bay Llc 7
Awm Capital, Llc 7
Yarger Wealth Strategies, Llc 7
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 7
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 7
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 7
Wright Managed Equity Trust 7
Blackston Financial Advisory Group, LLC 7
Snowhook Capital Management LP 7
OneAscent Investment Solutions LLC 7
Family Capital Trust Co 7
United Bank 7
Audent Global Asset Management, LLC 7
Country Club Trust Company, n.a. 7
Settian Capital LP 7
Utc North American Fund, Inc. 7
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 7
H. L. Ormond & Company, LLC 7
Resonate Capital, LLC 7
Westwood Wealth Management 7
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 7
D. Scott Neal, Inc. 7
Keystone Wealth Services, LLC 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 7
Ford Foundation 7
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 7
Herbst Group, Llc 7
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 7
Deroy & Devereaux Private Investment Counsel Inc 7
Blackrock Enhanced Capital & Income Fund, Inc. 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 7
Capstone Wealth Management Group LLC 7
Endowment Wealth Management, Inc. 7
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 7
Invesco Private Capital, Inc. 7
Causeway Capital Management Llc 7
Maripau Wealth Management Llc 7
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 7
Cohen & Steers Global Income Builder, Inc 7
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 7
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 7
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 7
Byrne Financial Freedom, Llc 7
American Trust Investment Advisors, LLC 7
Maple Capital Management, Inc. 7
Udine Wealth Management, Inc. 7
Taurus Asset Management, Llc 7
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 7
Aire Advisors, Llc 7
Pine Haven Investment Counsel, Inc 7
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 7
Stegent Equity Advisors, Inc. 7
Sweet Financial Partners, LLC 7
Long Road Investment Counsel, LLC 7
DB Fitzpatrick & Co, Inc 7
Messner & Smith Theme Value Investment Management Ltd /ca/ 7
Rit Capital Partners Plc 7
Helios Capital Management Pte. Ltd 7
Growth Portfolio 7
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 7
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 7
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 7
StrategIQ Financial Group, LLC 7
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 7
Highlander Partners, L.P. 7
Gabelli Global Small & Mid Cap Value Trust 7
AQGX - Starboard Investment Trust - AI Quality Growth ETF 7
Windsor Capital Management, LLC 7
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 7
Mengis Capital Management, Inc. 7
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 7
Austin Asset Management Co Inc 7
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 7
Charles Carroll Financial Partners, LLC 7
Atlantic Private Wealth, LLC 7
Caxton Corp 7
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 7
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 7
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 7
Aurora Investment Managers, LLC. 7
Arkfeld Wealth Strategies, L.L.C. 7
Sabal Trust CO 7
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 7
Fcm Investments/tx 7
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 7
Whelan Financial 7
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 7
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 7
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 7
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 7
Hoertkorn Richard Charles 7
Voya International High Dividend Equity Income Fund 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 7
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 7
MILN - Global X Funds - Global X Millennials Thematic ETF 7
Threadgill Financial, Llc 7
Peachtree Investment Advisors, Inc. 7
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 7
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 7
Cue Financial Group, Inc. 7
JSPVX - Managed Portfolio Series - Jackson Square Global Growth Fund Investor Class 7
Lvm Capital Management Ltd/mi 7
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 7
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF 7
Trinity Street Asset Management LLP 7
Mitchell Sinkler & Starr/pa 7
UBP Investment Advisors SA 7
Burke & Herbert Bank & Trust Co 7
Community Bank & Trust, Waco, Texas 7
First National Bank of Mount Dora, Trust Investment Services 7
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 7
Texas Capital Bancshares Inc/tx 7
Oak Point Wealth Management 7
Bath Savings Trust Co 7
Fundsmith Investment Services Ltd. 7
COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A 7
Alpine Group Usvi, Llc 7
Brightfield Capital Management Llc 7
Private Harbour Investment Management & Counsel, LLC 7
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 7
Elkhorn Partners Limited Partnership 7
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund 7
NB Crossroads Private Markets Access Fund LLC 7
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 7
Foster & Motley Inc 7
Legacy Capital Partners, Inc. 7
Jacobus Wealth Management, Inc. 7
Wharton Business Group, LLC 7
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 7
Fermata Advisors, LLC 7
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 7
Blankinship & Foster, LLC 7
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 7
Howard Capital Management Group, LLC 7
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 7
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF 7
Sound Shore Management Inc /ct/ 7
Investors Financial Group, LLC 7
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 7
Security Asset Management 7
Capital World Growth & Income Fund 7
PagnatoKarp Partners LLC 7
Calvert Impact Fund Inc 7
Cape Cod Five Cents Savings Bank 7
UXI - PROSHARES TRUST - ProShares Ultra Industrials 7
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 7
Bishop Rock Capital, L.P. 7
Consolidated Capital Management, Llc 7
Liberty Capital Management, Inc. 7
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 7
Ullmann Financial Group, Inc. 7
MRAD - GUINNESS ATKINSON FUNDS - SmartETFs Advertising & Marketing Technology ETF 7
Fenimore Asset Management Inc 7
VCSVX - VALIC Co II - Small Cap Value Fund 7
Western Standard LLC 7
JHL Capital Group LLC 7
LeJeune Puetz Investment Counsel LLC 7
Loeb Partners Corp 7
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 7
Trybe Capital Management LP 7
Somerville Kurt F 7
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 7
Odey Holdings AG 7
Infusive Asset Management Inc. 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
Signature Wealth Management Partners, LLC 7
GQETX - GMO TRUST - GMO Quality Fund Class III 7
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 7
Wealthgate Family Office, LLC 7
Jones Road Capital Management, L.p. 7
Consultiva Wealth Management, Corp. 7
Tiff Advisory Services Inc 7
Battery Management Corp. 7
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 7
BKF - iShares, Inc. - iShares MSCI BRIC ETF 7
Chemical Bank 7
Kanha Capital, Lp 7
Tandem Investment Advisors, Inc. 7
Owls Nest Partners IA, LLC 7
AAFMAA Wealth Management & Trust LLC 7
Oak Family Advisors, Llc 7
Jamison Eaton & Wood Inc /nj 7
Thoma Bravo Ugp, Llc 7
Concentric Wealth Management, Llc 7
Tsai Capital Corp 7
Monterey Private Wealth, Inc. 7
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 7
Cohen Investment Advisors LLC 7
Sophrosyne Capital Llc 7
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 7
ShoreHaven Wealth Partners, LLC 7
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 7
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 7
Laurel Wealth Planning LLC 7
Elk River Wealth Management, LLC 7
Avenue 1 Advisors, LLC 7
Financial Management Network Inc 7
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 7
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 7
Kavar Capital Partners Group, Llc 7
Beaumont Asset Management, L.L.C. 7
Everett Capital Advisors UK LLP 7
Provident Wealth Management, LLC 7
Ako Capital Llp 7
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 7
Destrier Capital Management Llc 7
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 7
Newton One Investments LLC 7
Diversified, LLC 7
DRH Investments, Inc. 7
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 7
Goodwin Investment Advisory 7
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares 7
Bracebridge Capital, LLC 7
Wisconsin Wealth Advisors, LLC 7
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 7
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 7
Matisse Capital 7
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 7
JNL SERIES TRUST - JNL/Vanguard International Fund (A) 7
Euro Pacific Asset Management, LLC 7
Te Ahumairangi Investment Management Ltd 7
Kelman-Lazarov, Inc. 7
Aspex Management (HK) Ltd 7
Berkshire Bank 7
Bft Financial Group, Llc 7
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 7
Arlington Capital Management, Inc. 7
Strategic Capital Group LLC 7
Elevated Capital Advisors, LLC 7
Bank Of The West 7
Baring International Investment Ltd 7
XXEC, Inc. 7
Summit Place Financial Advisors, LLC 7
Tatro Capital, LLC 7
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 7
KKR Credit Opportunities Portfolio 7
Invesco Bldrs Index Funds Trust 7
Taylor, Cottrill, Erickson & Associates, Inc. 7
BlackRock Multi-Sector Opportunities Trust II 7
Hilltop Park Associates LLC 7
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 6
Innovis Asset Management Llc 6
Excalibur Management Corp 6
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 6
Bluesphere Advisors, LLC 6
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 6
Per Stirling Capital Management, LLC. 6
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 6
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 6
Silverlake Wealth Management Llc 6
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 6
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 6
Midwest Wealth Management Inc. 6
LaSalle St. Investment Advisors, LLC 6
Cantillon Capital Management Llc 6
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 6
Graphene Investments SAS 6
Alpha Capital Anstalt 6
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 6
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 6
Smith, Graham & Co., Investment Advisors, LP 6
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 6
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 6
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 6
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA 6
Foundation Asset Management, LP 6
FHYPX - FRONTIER FUNDS, INC. - Frontier HyperiUS Global Equity Fund Institutional Class Shares 6
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 6
Trust Co Of Virginia /va 6
Kendall Capital Management 6
Global Alpha Capital Management Ltd. 6
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 6
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
Stony Point Wealth Management Inc. 6
PP - Tidal Trust II - The Meet Kevin Pricing Power ETF 6
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF 6
Vance Wealth, Inc. 6
Windsor Group LTD 6
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 6
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 6
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares 6
Petra Financial Advisors Inc 6
Park Edge Advisors, LLC 6
Eagle Rock Investment Company, Llc 6
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 6
Empire Financial Management Company, LLC 6
Oppenheimer International Growth Fund 6
Pacific Sun Financial Corp 6
Oakwell Private Wealth Management, LLC 6
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 6
Exor Capital LLP 6
O'ROURKE & COMPANY, Inc 6
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 6
Meros Investment Management, LP 6
Guggenheim Taxable Municipal Managed Duration Trust 6
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 6
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 6
USAdvisors Wealth Management, LLC 6
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 6
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 6
Van Strum & Towne Inc. 6
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 6
Cornerstone Management, Inc. 6
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 6
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares 6
Pinnacle West Asset Management, Inc. 6
MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A 6
Guggenheim Credit Allocation Fund 6
Royal Capital Wealth Management, LLC 6
Intelligent Financial Strategies 6
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 6
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 6
MKP Capital Management, L.L.C. 6
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 6
Noesis Capital Mangement Corp 6
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 6
Keystone Global Partners, LLC 6
Greylin Investment Mangement Inc 6
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 6
GAST - Gabelli ETFs Trust - Gabelli Automation ETF 6
TOWER TRUST & INVESTMENT Co 6
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 6
Matrix Asset Advisors Inc/ny 6
Gifford Fong Associates 6
Butensky & Cohen Financial Security, Inc 6
Kennedy Investment Group 6
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 6
Dempze Nancy E 6
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 6
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 6
Pacific Heights Asset Management Llc 6
Douglas C. Lane & Associates, Inc. 6
LTS One Management LP 6
Elefante Mark B 6
WVALX - WEITZ FUNDS - Value Fund - Investor Class 6
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 6
Lazari Capital Management, Inc. 6
Colony Family Offices, LLC 6
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 6
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 6
Greenhouse Wealth Management, LLC 6
Lomas Capital Management, LLC 6
Avaii Wealth Management, Llc 6
Trust Co of Kansas 6
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 6
Blue Chip Wealth Management, Inc. 6
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 6
RAM Investment Partners, LLC 6
Ategra Capital Management, LLC 6
Wincap Financial Llc 6
Palladiem, Llc 6
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 6
Delta Accumulation, LLC 6
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares 6
FNGAX - FRANKLIN GLOBAL TRUST - Franklin International Growth Fund CLASS A 6
Advanced Series Trust - Ast Loomis Sayles Large-cap Growth Portfolio 6
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 6
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 6
Cynosure Advisors, Llc 6
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 6
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 6
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 6
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 6
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 6
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 6
J. L. Bainbridge & Co., Inc. 6
MFOCX - Marsico Investment Fund - Marsico Focus Fund 6
Kenfarb & Co. 6
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 6
Wallington Asset Management, LLC 6
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 6
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 6
LTFAX - COLUMBIA ACORN TRUST - Columbia Acorn Select Class A 6
Providence Wealth Advisors, LLC 6
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 6
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 6
Bingham Private Wealth, Llc 6
Etesian Wealth Advisors, Inc. 6
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 6
Greycroft LP 6
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 6
Thunderbird Partners Llp 6
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A 6
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 6
Darsana Capital Partners LP 6
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 6
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 6
Tt International 6
Poplar Forest Capital LLC 6
Monte Financial Group, LLC 6
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 6
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 6
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 6
Strycker View Capital Llc 6
Asset Advisors Investment Management, LLC 6
Team Financial Group, LLC 6
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 6
Pertento Partners LLP 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 6
Voyager Global Management LP 6
Indices-Pac Research Corp. 6
Revisor Wealth Management LLC 6
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 6
Wynnefield Capital Inc 6
Allen Mooney & Barnes Investment Advisors LLC 6
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 6
Advanced Series Trust - Ast Mfs Global Equity Portfolio 6
Pimco Dynamic Credit & Mortgage Income Fund 6
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 6
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A 6
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 6
Alesco Advisors Llc 6
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 6
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 6
Snow Capital Management Lp 6
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 6
Unionview, Llc 6
Steinberg Global Asset Management 6
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 6
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 6
Forty4 Asset Management LLC 6
Bain Capital Venture Investors, Llc 6
Investment Partners Asset Management, Inc. 6
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 6
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 6
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 6
Pitti Group Wealth Management, LLC 6
Welch Capital Partners Llc/ny 6
DB Wealth Management Group, LLC 6
Portland Investment Counsel Inc. 6
Pcm Fund, Inc. 6
Siphron Capital Management /ca/ 6
Pimco Strategic Income Fund, Inc 6
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 6
Lonestar Capital Management LLC 6
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 6
Good Harbor Financial, LLC 6
Atherton Lane Advisers, Llc 6
Lincluden Management Ltd 6
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 6
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 6
HTLF Bank 6
CQQQ - Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF 6
Significant Wealth Partners LLC 6
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 6
FFSYX - AB CAP FUND, INC. - AB FlexFee International Strategic Core Portfolio Advisor Class 6
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 6
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 6
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 6
Halsey Associates Inc/ct 6
Geo Capital Gestora de Recursos Ltd 6
Hara Capital LLC 6
Wimmer Associates 1, Llc 6
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 6
Access Investment Management LLC 6
Summa Corp. 6
MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class 6
Integrity Wealth Solutions LLC 6
Second Line Capital, LLC 6
BayBridge Capital Group, LLC 6
Central Valley Advisors, Llc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 6
Crumly & Associates Inc. 6
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio 6
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 6
Chesapeake Capital Corp /il/ 6
CAP Partners, LLC 6
Bodri Capital Management, LLC 6
Darden Wealth Group Inc 6
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 6
Chemung Canal Trust Co 6
Blodgett Wealth Advisors, Llc 6
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 6
Lynch Asset Management, Inc. 6
Bender Robert & Associates 6
Up Strategic Wealth Investment Advisors Llc 6
Arvin Capital Management LP 6
J. Stern & Co. LLP 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 6
Mason Investment Advisory Services, Inc. 6
Dynamic Wealth Strategies, LLC 6
Del-Sette Capital Management, LLC 6
Christopher J. Hasenberg, Inc 6
Evernest Financial Advisors, LLC 6
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares 6
Ilex Capital Partners (UK) LLP 6
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 6
Pachira Investments Inc. 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 6
Mosley Wealth Management 6
Slotnik Capital, LLC 6
Midland Wealth Advisors Llc 6
Lee Johnson Capital Management, Llc 6
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 6
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 6
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 6
Falcon Wealth Planning 6
Security National Bank Of Sioux City Iowa /ia/ 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
Private Wealth Strategies, L.L.C. 6
Wildermuth Endowment Strategy Fund 6
Cottonwood Capital Advisors, Llc 6
Mango Five Family, Inc. 6
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 6
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 6
Summit Financial Strategies, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 6
Nuveen Credit Opportunities 2022 Target Term Fund 6
Optimist Retirement Group LLC 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 6
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF 6
Consilium Wealth Advisory, LLC 6
Greenlea Lane Capital Management, Llc 6
Andrew Hill Investment Advisors, Inc. 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 6
BCS Wealth Management 6
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 6
Tableaux Llc 6
AMH Equity Ltd 6
J2 Capital Management Inc 6
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 6
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 6
TKG Advisors, LLC 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 6
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 6
FPA FUNDS TRUST - FPA International Value Fund 6
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 6
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 6
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 6
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 6
Virginia Wealth Management Group, Inc. 6
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 6
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 6
One Madison Group Llc 6
Saban Capital Group Llc 6
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 6
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 6
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 6
Carlyle Group Inc. 6
Cove Private Wealth, LLC 6
Hnp Capital Llc 6
Lagoda Investment Management, L.P. 6
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 6
IMPACTfolio, LLC 6
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 6
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 6
Inherent Group, Lp 6
Sfm, Llc 6
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 6
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
Duncan Williams Asset Management, LLC 6
Emprise Bank 6
King Investment Advisors Inc/tx 6
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 6
First Citizens Financial Corp 6
American Financial Advisors, LLC 6
Garrison Asset Management, LLC 6
BT Wealth Management LLC 6
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF 6
CVI Investments, Inc. 6
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A 6
Ward Ferry Management (BVI) Ltd 6
Hosking Partners LLP 6
ZIFIX - Advisors' Inner Circle Fund III - NINETY ONE INTERNATIONAL FRANCHISE FUND I Shares 6
Elliott Associates, L.P. 6
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 6
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 6
Vitruvian Partners LLP 6
Marathon Asset Management Llp 6
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 6
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 6
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 6
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 6
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 6
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 6
Lipe & Dalton 6
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 6
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 6
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 6
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 6
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 6
Eleva Capital SAS 6
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 6
Peachtree Investment Partners, LLC 6
Foronjy Financial Llc 6
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 6
KONG - ETF Opportunities Trust - Formidable Fortress ETF 6
Clark Asset Management, LLC 6
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 6
Menlo Advisors Llc 6
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 6
Eaton Vance Tax Advantaged Dividend Income Fund 6
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 6
Gratus Wealth Advisors, LLC 6
Wealth Group, Ltd. 6
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 6
Rockport Wealth LLC 6
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 6
Traphagen Investment Advisors Llc 6
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 6
Boyer & Corporon Wealth Management, LLC 6
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 6
20/20 Capital Management, Inc. 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 6
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 6
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 6
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 6
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 6
FourWorld Capital Management LLC 6
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A 6
Howard Capital Management 6
ARS Wealth Advisors Group, LLC 6
Vista Capital Partners, Inc. 6
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 6
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 6
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 6
Trinity Legacy Partners, LLC 6
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 6
Mattern Wealth Management LLC 6
Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF 6
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 6
Hunter Perkins Capital Management, LLC 6
Oppenheimer International Small-mid Co Fund 6
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 6
Tolleson Wealth Management, Inc. 6
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 6
Founders Circle Capital LLC 6
Centennial Wealth Advisory LLC 6
PIMCO FUNDS - PIMCO Sector Fund Series - H 6
Shorepoint Capital Partners LLC 6
Eagle Capital Management, LLC 6
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 6
Cornerstone Planning, LLC 6
Blue Ridge Capital, L.L.C. 6
Claymore Exchange-traded Fund Trust 2 6
Motiv8 Investments LLC 6
Julex Capital Management, Llc 6
Campbell Newman Asset Management Inc 6
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 6
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 6
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) 6
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class 6
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 6
JBJ Investment Partners, LLC 6
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 6
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 6
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF 6
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 6
Huber Capital Management LLC 6
Invesco High Income Trust Ii 6
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 6
Bright Futures Wealth Management, LLC. 6
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 6
Bank & Trust Co 6
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 6
Private Capital Management Llc 6
Marcus Capital, LLC 6
Banced Corp 6
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 6
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 6
Huber Financial Advisors, Llc 6
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 6
Legacy Private Trust Co. 6
Interactive Financial Advisors 6
Chessman Wealth Strategies Ria 6
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 6
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 6
Snider Financial Group 6
Swarthmore Group Inc 6
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 6
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 6
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 6
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 6
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 6
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 6
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 6
Townsend & Associates, Inc 6
Highfields Capital Management Lp 6
Alden Global Capital LLC 6
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 6
Common Fund For Nonprofit Organizations 6
GG Group Ventures, LLC 6
Parkside Advisors LLC 6
Orion Investment Co 6
Ecofi Investissements Sa 6
Hudson Capital Management LLC 6
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 6
Leith Wheeler Investment Counsel Ltd. 6
McCollum Christoferson Group LLC 6
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 6
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 6
Birch Capital Management, LLC 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
Cohen Lawrence B 6
Oppenheimer Equity Fund 6
Heritage Oak Wealth Advisors Llc 6
TOGA - Managed Portfolio Series - Tremblant Global ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 6
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 6
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 6
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 6
Brown Financial Advisors 6
Heritage Wealth Management, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class 6
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class 6
BlackRock ETF Trust - BlackRock Large Cap Growth ETF 6
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 6
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 6
EdgePoint Investment Group Inc. 6
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 6
Beaton Management Co. Inc. 6
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 6
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund 6
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 6
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 6
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class 6
Quartz Partners, LLC 6
Cannon Advisors, Inc. 6
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 6
Plaisance Capital LLC 6
Financial Consulate Inc. 6
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 6
Summit Financial Group, Inc. 6
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 6
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 6
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
Ruane, Cunniff & Goldfarb Inc 6
First Allied Asset Management, Inc. 6
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 6
RobecoSam USA, Inc. 6
4J Wealth Management LLC 6
Autus Asset Management, LLC 6
Eagle Capital Management Llc 6
Svb Financial Group 6
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares 6
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 6
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 6
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 6
Lehman Financial Resources, Inc. 6
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 6
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 6
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 6
Ridgecrest Wealth Partners, Llc 6
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 6
LFVFX - Leader Funds Trust - Leader High Quality Low Duration Bond Fund Investor Class 6
Tallon Kerry Patrick 6
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 6
Cvfg Llc 6
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 6
Seilern Investment Management Ltd 6
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 6
Teilinger Capital Ltd. 6
Aspiring Ventures, LLC 6
Quantitative Value Technologies, Llc 6
IEV - iSHARES TRUST - iShares Europe ETF 6
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 6
IXP - iSHARES TRUST - iShares Global Comm Services ETF 6
Risk Paradigm Group, LLC 6
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 6
Navalign, LLC 6
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class 6
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 6
Westbourne Investment Advisors, Inc. 6
Inverness Investment Group, LLC 6
Oregon Pacific Wealth Management, LLC 6
Stratton Management Co 6
Blue Sky Asset Management, LLC 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
Trust CO of the Ozarks 6
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF 6
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 6
Kentucky Trust Co 6
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 6
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 6
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 6
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 6
Mfg Wealth Management, Inc. 6
CFC Planning Co LLC 6
BXM Wealth LLC 6
Johnson Financial Group, LLC 6
Northstar Wealth Partners LLC 6
Conservest Capital Advisors, Inc. 6
Family Legacy, Inc. 6
EUCG - Tidal ETF Trust - Euclid Capital Growth ETF 6
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 6
Matauro, Llc 6
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 6
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 6
American Fidelity Dual Strategy Fund Inc 6
Capital Advisors Wealth Management, LLC 6
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 6
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 6
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 6
Darlington Partners Capital Management, Lp 6
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 6
Peak Financial Management, Inc. 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 6
Miller Financial Services LLC 6
Burkehill Global Management, LP 6
Alerus Investment Advisors Corp 6
Cornerstone Enterprises, Llc 6
Btr Capital Management Inc 6
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 6
Flagship Wealth Advisors, Llc 6
VLCGX - VALIC Co I - Large Capital Growth Fund 6
Harspring Capital Management, LLC 6
VLCCX - VALIC Co I - Large Cap Core Fund 6
PGIM Short Duration High Yield Opportunities Fund 6
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 6
Peoples Financial Services Corp. 6
Saratoga Research & Investment Management 6
Conquis Financial Llc 6
RFG - Bristol Wealth Advisors, LLC 6
Rahlfs Capital, Llc 6
44 Wealth Management Llc 6
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 6
Gerry Farber, LLC 6
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 6
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 6
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 6
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 6
Petros Family Wealth, LLC 6
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 6
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 6
Caldera Capital, LLC 6
Kane Investment Management, Inc. 6
Stenger Family Office, LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 6
Vantis Investment Advisers L.P. 6
Hutchens Investment Management Inc 6
Sovereign's Capital Management, LLC 6
Fairbanks Capital Management, Inc. 6
Dilation Capital Management LP 6
GVO Asset Management Ltd 6
Chapman Financial Group, Llc 6
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
Fortress Private Ledger, Llc 6
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 6
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 6
PENN SERIES FUNDS INC - Smid Cap Value Fund 6
LaSalle Street Capital Management, LLC 6
Platte River Wealth Advisors, LLC 6
Gobi Capital Llc 6
Victrix Investment Advisors 6
Capco Asset Management, LLC 6
Tranquilli Financial Advisor LLC 6
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 6
PENN SERIES FUNDS INC - Large Cap Growth Fund 6
Banque de Luxembourg S.A. 6
Blue Harbour Group, L.P. 6
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 6
Lionshead Wealth Management, LLC 6
Vista Cima Wealth Management LLC 6
PPGVX - Datum One Series Trust - Phaeacian Global Value Fund Institutional Class Shares 6
Dudley & Shanley, Inc. 6
IFC Advisors LLC 6
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 6
Cypress Advisory Group LLC 6
Westbourne Investments, Inc. 6
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 6
Magnolia Capital Management Ltd 6
Round Rock Advisors, LLC 6
Wormser Freres Gestion 6
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 6
Challenger Wealth Management 6
Liberty Square Wealth Partners Llc 6
Wealth Dimensions Group, Ltd. 6
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 6
Lombard Odier & Cie (Canada), Limited Partnership 6
BEEHX - FORUM FUNDS - The BeeHive Fund 6
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 6
Manikay Partners, LLC 6
SkyTop Capital Management LLC 6
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 6
Orbitronix, LP 6
H&H Retirement Design & Management INC 6
Auxano Advisors, LLC 6
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 6
WNY Asset Management, LLC 6
Argyle Capital Partners, LLC 6
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 6
Continental Advisors Llc 6
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 6
Montage Investments, Llc 6
Alua Capital Management LP 6
Highland Global Allocation Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT AllianzGI International Growth Fund Class I 6
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 6
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 6
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 6
High Falls Advisors, Inc 6
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 6
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 6
LKEQX - LKCM Funds - LKCM Equity Fund 6
Aristotle Capital Boston, LLC 6
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 6
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 6
Timber Creek Capital Management LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 6
Cottage Street Advisors LLC 6
InterOcean Capital, LLC 6
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 6
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 6
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 6
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 6
Westshore Wealth, LLC 6
Sequoia China Equity Partners (Hong Kong) Ltd 6
Alpha Wealth Funds, LLC 6
Ashmore Wealth Management Llc 6
Bluegrass Capital Partners LP 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
MCHI - iSHARES TRUST - iShares MSCI China ETF 6
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 6
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 6
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 6
HC Advisors, LLC 6
Fundsmith Long/Short Master Fund 6
EWJ - iShares, Inc. - iShares MSCI Japan ETF 6
Godshalk Welsh Capital Management, Inc. 6
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 6
Ivy High Income Opportunities Fund 6
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 6
CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF 6
Oppenheimer Global Opportunities Fund 6
Wit, Llc 6
Mcdonald Capital Investors Inc/ca 6
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 6
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 6
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 6
Pantheon Investment Group, LLC 6
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 6
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
Global Thematic Partners, LLC 6
Greenlight Capital Inc 6
Gator Capital Management, LLC 6
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 6
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 6
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 6
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 6
Cassia Capital Partners, LLC 6
Viking Fund Management Llc 6
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 6
Tcw Alternative Funds 6
Macguire, Cheswick & Tuttle Investment Counsel Llc 6
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 6
Compass Capital Management, Inc 6
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 6
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 6
Eii Capital Management, Inc. 6
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 6
Farmer Steven Patrick 6
Joule Financial, LLC 6
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 6
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A 6
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 6
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 6
Country Club Bank /gfn 6
Alpine Global Dynamic Dividend Fund 6
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 6
Appleton Group, Llc 6
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 6
Legg Mason Bw Global Income Opportunities Fund Inc. 6
Greenfield Savings Bank 6
Alpine Total Dynamic Dividend Fund 6
Friedberg Investment Management 6
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 6
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 6
Grayhawk Investment Strategies Inc. 6
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 6
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 6
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 6
Somerset Group LLC 6
Legacy CG, LLC 6
WEHIX - WEITZ FUNDS - Hickory Fund 6
Baskin Financial Services Inc. 6
Carter Financial Group, INC. 6
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 6
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 6
Delphi Management Inc /ma/ 6
Royal Harbor Partners, LLC 6
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 6
Mork Capital Management, LLC 6
Bull Oak Capital, LLC 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
S. R. Schill & Associates 6
Northstar Group, Inc. 6
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 6
Thrive Capital Management, LLC 6
Marketocracy Funds 6
Connors Funds - Connors Hedged Equity Fund Institutional Class 6
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 6
Axim Planning & Wealth 6
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 6
TWEB - Tidal ETF Trust - SoFi Web 3 ETF 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 6
FOOLX - RBB FUND, INC. - MFAM Global Opportunities Fund Investor Shares 6
Elgethun Capital Management 6
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 6
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 6
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 6
Thomas Story & Son Llc 6
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 6
W.H. Cornerstone Investments Inc. 6
FCHSX - FIDELITY CONCORD STREET TRUST - Fidelity Advisor Event Driven Opportunities Fund Class A 6
Alger Associates Inc 6
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 6
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 6
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 6
Dillon & Associates Inc 6
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 6
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 6
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 6
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 6
VR Advisory Services Ltd 6
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 6
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 6
Capstone Wealth Management Group, Llc 6
FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund 6
Kopp Family Office, LLC 6
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class 6
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 6
Clovis Capital Management Lp 6
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 6
Arjuna Capital 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 6
Argyle Capital Management Inc. 6
Uncommon Cents Investing LLC 6
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 6
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 6
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 6
Schear Investment Advisers, LLC 6
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 6
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 6
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 6
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 6
CDAM (UK) Ltd 6
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 6
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 6
OBCHX - OBERWEIS FUNDS - Oberweis China Opportunities Fund Investor Class 6
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 6
Kendall Square Capital, LLC 6
ALEIX - ALGER FUNDS - Alger Weatherbie Enduring Growth Fund Class I 6
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 6
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 6
DoubleLine Yield Opportunities Fund 6
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 6
Horan Capital Management 6
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 6
Advent Claymore Convertible Securities & Income Fund Ii 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 6
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 6
Scepter Holdings, Inc. 6
River Street Advisors LLC 6
Semus Wealth Partners LLC 6
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 6
Red Cedar Management, Lp 6
Bell & Brown Wealth Advisors, Llc 6
EBIZ - Global X Funds - Global X E-commerce ETF 6
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 6
Diamant Asset Management, Inc. 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A 6
SCID - Global X Funds - Global X Scientific Beta Europe ETF 6
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 6
Nuveen Municipal Value Fund Inc 6
New Vernon Investment Management Llc 6
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 6
Beacon Trust Co 6
Prossimo Advisors, LLC 6
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 6
Clifford Group, LLC 6
Dfa Investment Trust Co - The Japanese Small Company Series 6
Gibraltar Capital Management, Inc. 6
Stone Ridge Trust Iii 6
North Point Portfolio Managers Corp/oh 6
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 6
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 6
Short Duration High Income Portfolio - Short Duration High Income Portfolio 6
TEXN - iSHARES TRUST - iShares Texas Equity ETF 6
Owen LaRue, LLC 6
Avenue Income Credit Strategies Fund 6
Schneider Downs Wealth Management Advisors, LP 6
Deer Management Co. LLC 6
Newport Wealth Strategies, Inc. 6
Veritas Investment Management LLP 6
Van Den Berg Management I, Inc 5
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 5
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 5
Sequent Asset Management, LLC 5
Artisan Partners Holdings Lp 5
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 5
Kylin Management LLC 5
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 5
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 5
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio 5
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 5
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 5
Bennett Selby Investments Lp 5
Pinney & Scofield, Inc. 5
Blue Sky Capital Consultants Group, Inc. 5
Miller Wealth Advisors, Llc 5
Baer Investment Advisory LLC 5
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 5
Wade Financial Advisory, Inc 5
Heritage Family Offices, LLP 5
FORH - ETF Opportunities Trust - Formidable ETF 5
Broadview Funds Trust 5
RCGE - EA Series Trust - RockCreek Global Equality ETF 5
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 5
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 5
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares 5
APHUX - ARTISAN PARTNERS FUNDS INC - Artisan Floating Rate Fund Institutional Shares 5
Riposte Capital Llc 5
North Dallas Bank & Trust Co 5
Hendershot Investments Inc. 5
Terrapin Asset Management, LLC 5
Phillips Wealth Planners LLC 5
Echo45 Advisors LLC 5
Summit Asset Management, LLC 5
Mirabaud Asset Management Ltd 5
LionEye Capital Management LLC 5
Meritech Capital Associates III L.L.C. 5
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 5
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 5
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 5
Glade Brook Capital Partners Llc 5
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 5
Community Trust & Investment Co 5
HM Capital Management, LLC 5
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares 5
Broad Peak Investment Advisers Pte Ltd 5
Kapstone Financial Advisors LLC 5
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 5
Zweig Advisers Llc 5
Marshwinds Advisory Co 5
Harbor Asset Planning, Inc. 5
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 5
Patriot Wealth Management, Inc. 5
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF 5
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 5
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 5
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 5
Capital Income Builder 5
Collective Family Office Llc 5
Longaeva Partners L.P. 5
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 5
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 5
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 5
Shelter Mutual Insurance Co 5
TPI Fund Managers Ltd 5
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 5
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 5
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 5
Ronit Capital LLP 5
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 5
WGISX - WASATCH FUNDS TRUST - Wasatch International Select Fund Institutional Class Shares 5
FACT Capital, LP 5
Maple Rock Capital Partners Inc. 5
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 5
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 5
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares 5
Monarch Capital Management Inc/ 5
CMCMX - CONESTOGA FUNDS - CONESTOGA MICRO CAP FUND Investors Class 5
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 5
Waycross Investment Management Co 5
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 5
PAXWX - IMPAX FUNDS SERIES TRUST I - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND 5
Acrisure Capital Management, LLC 5
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 5
VNBTrust, National Association 5
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF 5
Trellis Advisors, LLC 5
Brooktree Capital Management 5
BCSFX - Brown Capital Management Mutual Funds - The Brown Capital Management International Small Company Fund Institutional Shares 5
Monroe Bank & Trust/mi 5
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 5
Electron Capital Partners, LLC 5
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF 5
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 5
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF 5
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF 5
Members Wealth Llc 5
White Lighthouse Investment Management Inc. 5
Wishbone Management, LP 5
Smithbridge Asset Management Inc/de 5
Adamcapital Gestao De Recursos Ltda. 5
Arthur Zaske & Associates, LLC 5
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 5
Battery Partners IX, LLC 5
BloombergSen Inc. 5
LMG Wealth Partners, LLC 5
Tlwm 5
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 5
Capasso Planning Partners LLC 5
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 5
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF 5
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 5
Domini Social Investments Llc 5
ATFPX - ALGER FUNDS - Alger 25 Fund Class P 5
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 5
Tax-managed Global Small-cap Portfolio 5
Richwood Investment Advisors, LLC 5
Delaware Investments Dividend & Income Fund, Inc 5
Naya Management LLP 5
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund 5
Midwest Financial Group LLC 5
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares 5
Boit C F David 5
Sterling Investment Counsel, LLC 5
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 5
Yiheng Capital Management, L.P. 5
Herr Investment Group LLC 5
GuoLine Advisory Pte Ltd 5
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 5
Naya Capital Management Uk Ltd 5
Oppenheimer Global Multi Strategies Fund 5
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 5
Elm Ridge Management, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
Fire Capital Management LLC 5
Libra Wealth Llc 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
Fairtree Asset Management (Pty) Ltd 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 5
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF 5
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 5
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 5
Worm Capital, Llc 5
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 5
Pioneer Diversified High Income Trust 5
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 5
GRW - TCW ETF Trust - TCW Compounders ETF 5
Domani Wealth, LLC 5
Verus Financial Partners, Inc. 5
Hillman Capital Management, Inc. 5
Greater Midwest Financial Group, LLC 5
Putnam Voyager Fund 5
Spinnaker Investment Group, LLC 5
Renaissance Investment Group LLC 5
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 5
Albert D Mason Inc 5
Sanoor Capital Management LP 5
Seminole Management Co., Inc. 5
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 5
First International Bank of Israel Ltd. 5
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 5
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 5
Evexia Wealth Llc 5
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 5
Nine Ten Capital Management LLC 5
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 5
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 5
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 5
Meritech Capital Associates VI L.L.C. 5
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund 5
Roystone Capital Management LP 5
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 5
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 5
LIMAX - FundVantage Trust - Lateef Focused Sustainable Growth Fund Class A 5
William Harris Investors Inc 5
Endeavour Capital Advisors Inc 5
Ceredex Value Advisors LLC 5
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 5
Springowl Associates Llc 5
Carlyle AlpInvest Private Markets Fund 5
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 5
Navigation Wealth Management, Inc. 5
Cahaba Wealth Management, Inc. 5
Noble Path Asset Management LP 5
Lakehouse Capital Pty Ltd 5
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 5
NewGen Asset Management Ltd 5
von Borstel & Associates, Inc. 5
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 5
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 5
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 5
Amplify Investments, Llc 5
Axecap Investments, LLC 5
ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF 5
Old North State Wealth Management, LLC 5
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 5
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 5
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 5
Kurv ETF Trust - Kurv Technology Titans Select ETF 5
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 5
Castellan Group, LLC 5
TRSDX - Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund Investor Class Shares 5
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 5
Georgetown University 5
Berkeley, Inc 5
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 5
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 5
First Western Trust Bank 5
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 5
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class 5
Northcape Capital Pty Ltd 5
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 5
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 5
Lazard Global Total Return & Income Fund Inc 5
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A 5
Coalescence Partners Investment Management, LP 5
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 5
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class 5
Strategies Wealth Advisors, LLC 5
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 5
Bandera Partners LLC 5
Columbia Funds Variable Insurance Trust I 5
American Financial Group Inc 5
Knott David M 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class 5
Fiduciary Wealth Partners, LLC 5
Jmac Enterprises Llc 5
LJIM - Northern Lights Fund Trust IV - Long Cramer Tracker ETF 5
INVG - 2023 ETF Series Trust II - GMO Systematic Investment Grade Credit ETF 5
GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class 5
Proactive Wealth Strategies LLC 5
First Trust Bank, Ltd. 5
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 5
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 5
AVEAX - SCHWARTZ INVESTMENT TRUST - Ave Maria Focused Fund 5
Viewpoint Capital Management LLC 5
Simcoe Capital Management, LLC 5
Westfuller Advisors, LLC 5
Berwyn Funds 5
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 5
Spectrum Financial Alliance Ltd LLC 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
Afam Capital, Inc. 5
EagleClaw Capital Managment, LLC 5
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 5
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 5
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 5
Madison Wealth Management 5
Trellis Wealth Advisors LLC 5
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 5
Aip Series Trust 5
Pivot Point Capital Partners, LLC 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 5
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 5
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 5
Independent Investors Inc 5
Bridge City Capital, LLC 5
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 5
Kent Lake PR LLC 5
Tiedemann Trust Co 5
Watchman Group, Inc. 5
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 5
626 Financial, LLC 5
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 5
Legacy Financial Strategies, LLC 5
B&l Asset Management Llc 5
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class 5
Nuveen Municipal Credit Income Fund 5
Cape Ann Savings Bank 5
Brophy Wealth Management, LLC 5
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 5
Madison Street Partners, LLC 5
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares 5
Northwest Bank & Trust Co 5
Rappaport Reiches Capital Management, LLC 5
Altium Capital Management LP 5
OHIO NATIONAL FUND INC - ON Foreign Portfolio 5
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 5
Allium Financial Advisors, Llc 5
Managed Asset Portfolios, Llc 5
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 5
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 5
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 5
Goldman Sachs & Co. Llc 5
Md Sass Investors Services Inc 5
Ironsides Asset Advisors, LLC 5
Retirement Capital Strategies 5
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 5
Uhlmann Price Securities, Llc 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 5
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF 5
BOS Asset Management, LLC 5
10-15 Associates, Inc. 5
HNFIX - HARBOR FUNDS - Harbor Focused International Fund Investor Class 5
Long Corridor Asset Management Ltd 5
HMOP - Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 5
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 5
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 5
SSPGX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Premier Growth Equity Fund Investment Class 5
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 5
Granger Management LLC 5
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 5
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 5
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 5
Meritas Wealth Management, LLC 5
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 5
Osmium Partners, LLC 5
Polaris Capital Management, LLC 5
Peak Capital Management Llc 5
Wallace Capital Management Inc. 5
Drexel Morgan & Co. 5
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 5
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 5
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 5
Meyers Capital Investments Trust 5
BLACKROCK FUNDS - BlackRock International Impact Fund Class K 5
Kingsman Wealth Management, Inc. 5
Wilsey Asset Management Inc 5
Lombard Odier Transatlantic, Limited Partnership 5
MEMBERS Trust Co 5
Sage Financial Management Group, Inc. 5
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 5
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 5
German American Bancorp, Inc. 5
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB 5
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 5
Cooperatieve Rabobank U.A. 5
Coatue Innovative Strategies Fund 5
Atlas Wealth LLC 5
Causeway Etmf Trust 5
First Niagara Bank 5
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares 5
GSG Advisors LLC 5
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 5
Ramsay, Stattman, Vela & Price, Inc. 5
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 5
Horizon Family Wealth, Inc. 5
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 5
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 5
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 5
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 5
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 5
Impax Asset Management LTD 5
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 5
Value Aligned Research Advisors, LLC 5
MIK Capital, LP 5
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 5
Holowesko Partners Ltd. 5
Goldman Capital Management Inc 5
Disciplina Capital Management LLC 5
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 5
Aberdeen Wealth Management LLC 5
Munro Partners 5
Exchange Bank 5
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 5
Two Creeks Capital Management, LP 5
Centaur Capital Partners, L.P. 5
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 5
BEAM Asset Management, LLC 5
GETCO Holding Company, LLC 5
Copley Financial Group, Inc. 5
LCMAX - DRIEHAUS MUTUAL FUNDS - Driehaus Active Income Fund 5
Kennicott Capital Management Llc 5
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 5
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 5
Franklin Templeton ETF Trust - Western Asset Bond ETF 5
Floyd Financial Group Llc 5
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES 5
DDJRX - FundVantage Trust - Polen Opportunistic High Yield Fund Investor Class 5
Founders Bank & Trust 5
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF 5
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 5
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 5
Wedgewood Investors Inc /pa/ 5
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 5
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P 5
Prudence Investment Management (Hong Kong) Ltd. 5
Haverford Financial Services, Inc. 5
Genesis Investment Management, LLP 5
Madison Wealth Partners, Inc 5
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 5
Yacktman Asset Management Lp 5
Yarra Square Partners LP 5
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 5
MY.Alpha Management HK Advisors Ltd 5
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 5
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 5
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 5
Norwood Investment Partners, LP 5
American Beacon Apollo Total Return Fund 5
Tejara Capital Ltd 5
SMRI - EA Series Trust - Bushido Capital US Equity ETF 5
DARP - Tidal Trust II - Grizzle Growth ETF 5
Pecaut & Co. 5
AEGON USA Investment Management, LLC 5
Mraz, Amerine & Associates, Inc. 5
Seros Financial, LLC 5
Legacy Wealth Planning, LLC 5
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 5
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 5
MFA Wealth Services 5
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Baker Chad R 5
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund 5
Intrinsic Value Partners, LLC 5
Barnes Pettey Financial Advisors, Llc 5
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 5
Capital Counsel Llc/ny 5
Klein Pavlis & Peasley Financial, Inc. 5
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 5
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 5
Waterstone Capital Management, L.P. 5
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 5
Lcnb Corp 5
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 5
Mkd Wealth Coaches, Llc 5
Truxt Investmentos Ltda. 5
Waterway Wealth Management, LLC 5
TABR Capital Management, LLC 5
Strategic Family Wealth Counselors, L.L.C. 5
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 5
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 5
Mount Capital Ltd 5
Trust Co of the South 5
Precedent Wealth Partners, Llc 5
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 5
Oaktop Capital Management Ii, L.p. 5
Caerus Investment Advisors, LLC 5
Visionary Horizons, LLC 5
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 5
SBB Research Group LLC 5
Camden National Corp 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 5
Amiral Gestion 5
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 5
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 5
RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 5
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF 5
Jacksonville Wealth Management, LLC 5
Brookfield BHS Advisors LLC 5
Kalmar Pooled Investment Trust 5
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 5
Clarendon Private LLC 5
Ycg, Llc 5
Kanawha Capital Management Llc 5
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 5
ZIFRX - AMERICAN BEACON FUNDS - American Beacon Ninety One International Franchise Fund R6 Class 5
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 5
Cullen Investment Group, Ltd. 5
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF 5
LifePlan Financial, LLC 5
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 5
M. Kulyk & Associates, LLC 5
B&D White Capital Company, LLC 5
AH Equity Partners III, L.L.C. 5
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 5
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 5
Puzo Michael J 5
Wynn Capital, LLC 5
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 5
Tactive Advisors, LLC 5
BigSur Wealth Management LLC 5
McHugh Group, LLC 5
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 5
Villere St Denis J & Co Llc 5
Sovereign Investment Advisors, LLC 5
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 5
Roc Capital Management, L.P. 5
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 5
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 5
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 5
Okumus Fund Management Ltd. 5
Patrick M Sweeney & Associates, Inc 5
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 5
MeadowBrook Investment Advisors LLC 5
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 5
FOCAX - SunAmerica Specialty Series - AIG Focused Growth Fund Class A 5
AI-Squared Management Ltd 5
Barden Capital Management, Inc. 5
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
Panoramic Capital Partners, LLC 5
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 5
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 5
Southern Capital Advisors, Llc 5
Voit & Company, Llc 5
WCG Management, L.P. 5
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 5
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 5
New England Asset Management Inc 5
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 5
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 5
Sippican Capital Advisors 5
Defender Capital, LLC. 5
ICW Investment Advisors LLC 5
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 5
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 5
Rowland & Co Investment Counsel/adv 5
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 5
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 5
Trent Capital Management Inc /nc/ 5
PIMCO Access Income Fund 5
NorthStar Asset Management LLC /NJ/ 5
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 5
Columbia Etf Trust 5
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 5
Gold Investment Management Ltd. 5
J.P. Turner & Co Capital Mnagement, LLC 5
Manitou Investment Management Ltd. 5
Dakota Community Bank & Trust NA 5
Flossbach Von Storch Ag Zurich 5
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 5
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 5
Peregrine Investment Management Inc 5
Lord & Richards Wealth Management, LLC 5
Apollon Financial, LLC 5
Atlas Legacy Advisors, LLC 5
Pfc Capital Group, Inc. 5
Keystone Financial Services 5
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 5
Avanda Investment Management Pte. Ltd. 5
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y 5
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 5
Moab Capital Partners LLC 5
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 5
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 5
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A 5
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 5
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 5
Nuveen Global High Income Fund 5
Rollins Financial Advisors, LLC 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
Trevian Wealth Management LLC 5
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 5
Oppenheimer Global Value Fund 5
Canal Insurance CO 5
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 5
Peterson Financial Group, Inc. 5
Variant Private Wealth, LLC 5
Johnson & White Wealth Management, LLC 5
Bowman & Co S.C. 5
RIVSX - Oak Associates Funds - River Oak Discovery Fund 5
Tiger Pacific Capital LP 5
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 5
Landmark Financial Advisors, LLC 5
Acorns Advisers, LLC 5
Union Capital, Llc 5
Nuveen Equity Premium Advantage Fund 5
Palisades Hudson Asset Management, L.P. 5
REDW Wealth LLC 5
PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class 5
Purkiss Capital Advisors LLC 5
Retirement Income Solutions, Inc 5
Perseverance Asset Management International 5
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 5
Bravias Capital Group, LLC 5
Meritech Capital Associates IV, L.L.C. 5
BlueSky Wealth Advisors, LLC 5
eCIO, Inc. 5
Jacobson & Schmitt Advisors, Llc 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF 5
Unified Investment Management 5
Thoma Capital Management LLC 5
Advent/claymore Enhanced Growth & Income Fund 5
Lowe Brockenbrough & Co Inc 5
Pioneer Series Trust I 5
T2 Partners Management, LP 5
Widmann Financial Services, Inc. 5
ESG Planning 5
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF 5
Aragon Global Management, LP 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 5
Inspire Trust Co, N.a. 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
Deer VII & Co. Ltd. 5
Cornerstone Capital Management Llc 5
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
Lummis Asset Management, LP 5
American Century Investment Management Inc 5
HGI Capital Management, LLC 5
Killen Group Inc 5
KEYWISE CAPITAL MANAGEMENT Ltd 5
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 5
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 5
ERTS Wealth Advisors, LLC 5
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 5
Sterling Manor Financial, LLC 5
Summit Partners L P 5
Dfa Investment Trust Co - The Emerging Markets Series 5
Juniper Hill Capital Management, LP 5
Vista Investment Partners Ii, Llc 5
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 5
Kingsbury Capital Investment Advisors LLC 5
VCINX - VALIC Co I - International Growth Fund 5
Kuhn & Co Investment Counsel 5
Straight Path Wealth Management 5
Mfs Intermediate Income Trust 5
New England Private Wealth Advisors LLC 5
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 5
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 5
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 5
Hirschman Orin 5
Washington University 5
Shearwater Capital LLC 5
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 5
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Growth Fund Class Y 5
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 5
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 5
Presidio Capital Management, LLC 5
Vinland Capital Management Gestora de Recursos LTDA. 5
M & L Capital Management Ltd 5
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 5
Heron Financial Group, Llc 5
MGO Private Wealth, LLC 5
Sentinus, LLC 5
Saiph Capital, LLC 5
Harbour Investment Management Llc 5
ForthRight Wealth Management, LLC 5
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 5
Mid Continent Capital Llc/il 5
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 5
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 5
Mountain Hill Investment Partners Corp. 5
HG Vora Capital Management, LLC 5
Broadway Wealth Solutions, Inc. 5
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF 5
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 5
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 5
Live Oak Private Wealth LLC 5
OneAscent Family Office, LLC 5
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I 5
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 5
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 5
Potomac Fund Management Inc /adv 5
Prudent Man Investment Management, Inc. 5
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 5
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 5
KAMES CAPITAL management Ltd 5
McAlister, Sweet & Associates, Inc. 5
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 5
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 5
VCTPX - VALIC Co I - Inflation Protected Fund 5
Parplus Partners 5
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 5
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 5
NF Trinity Capital (Hong Kong) Ltd 5
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 5
OpenView Management, LLC 5
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 5
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 5
Napatree Capital Llc 5
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) 5
Elwood Capital Partners Lp 5
Continental Investors Services, Inc. 5
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 5
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund 5
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 5
Elkhorn Investments, LLC 5
Pamalican Asset Management Ltd 5
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 5
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 5
AA Financial Advisors, LLC 5
AWH Capital, L.P. 5
GPM Growth Investors, Inc. 5
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 5
Cable Car Capital LLC 5
Mak Capital One Llc 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund 5
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 5
Firethorn Wealth Partners, Llc 5
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 5
Edge Financial Advisors LLC 5
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 5
Bill Few Associates, Inc. 5
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 5
KPCB DGF Associates, LLC 5
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 5
Nutshell Asset Management Ltd 5
Certior Financial Group, Llc 5
American Institute for Advanced Investment Management, LLP 5
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 5
Arrow Capital Pty Ltd 5
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 5
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 5
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 5
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 5
Herring Creek Capital Management, LLC 5
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 5
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 5
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 5
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 5
Newtyn Management, LLC 5
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I 5
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 5
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 5
Oakwood Capital Management Llc/ca 5
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 5
Bar Harbor Trust Services 5
Letson Investment Management, Inc. 5
International Value Advisers, LLC 5
Lathrop Investment Management Corp 5
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 5
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C 5
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 5
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 5
Chai Trust Co Llc 5
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 5
Investment Counsel Co Of Nevada 5
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 5
Defined Financial Planning LLC 5
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 5
Schneider Capital Management Corp 5
Horst & Graben Wealth Management LLC 5
Williams Financial, LLC 5
Elevation Series Trust - RiverNorth Patriot ETF 5
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund 5
SS&H Financial Advisors, Inc. 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 5
Edmond De Rothschild Asset Management (luxembourg) 5
Mayfair Advisory Group, LLC 5
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 5
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 5
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 5
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 5
WSCAX - WANGER ADVISORS TRUST - Wanger International 5
Agp Franklin, Llc 5
Thornburg Income Builder Opportunities Trust 5
Bonness Enterprises Inc 5
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 5
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 5
RiverGlades Family Offices LLC 5
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 5
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 5
Guardian Variable Products Trust - Guardian International Growth VIP Fund 5
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 5
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 5
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 5
Roth Financial Partners LLC 5
Cider Mill Investments LP 5
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 5
Augustine Asset Management Inc 5
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 5
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5
Humankind Investments LLC 5
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 5
Everest Management Corp. 5
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares 5
Passumpsic Savings Bank 5
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 5
Trajan Wealth LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
ELCO Management Co., LLC 5
Nitorum Capital, L.P. 5
Pacific Sage Partners, LLC 5
Oppenheimer Global Strategic Income Fund 5
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 5
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 5
Financial Council Asset Management Inc 5
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 5
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 5
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 5
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 5
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 5
Morgan Jess S & Co Inc 5
FOCUS Wealth Advisors, LLC 5
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 5
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 5
Knott David M Jr 5
Mainsail Financial Group, LLC 5
Guardian Point Capital, Lp 5
Atwater Malick LLC 5
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 5
Iconiq Strategic Partners Ii, L.p. 5
Droms Strauss Advisors Inc /mo/ /adv 5
US Asset Management LLC 5
New World Fund Inc 5
Morangie Management LLC 5
Greenstone Partners & Co., LLC 5
Strong Tower Advisory Services 5
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 5
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 5
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 5
Client 1st Advisory Group, Llc 5
Bridge Advisory, LLC 5
Investor's Fiduciary Advisor Network, LLC 5
Raelipskie Partnership 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
LeClair Wealth Partners LLC 5
Columbus Macro, LLC 5
Trinity Financial Advisors LLC 5
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 5
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 5
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 5
PENN SERIES FUNDS INC - Quality Bond Fund 5
Schusterman Interests, LLC 5
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 5
Abdiel Qualified Master Fund LP 5
Camden National Bank 5
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 5
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 5
AREX Capital Management, LP 5
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 5
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares 5
Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF 5
KDT Advisors, LLC 5
JW Asset Management, LLC 5
Leigh Baldwin & Co., Llc 5
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 5
Hightower 6M Holding, LLC 5
Zenit Asset Management AB 5
Blossom Wealth Management 5
Eagle Capital Appreciation Fund 5
VPOP - Simplify Exchange Traded Funds - Simplify Volt Pop Culture Disruption ETF 5
Ccg Wealth Management, Llc 5
Lodestone Wealth Management LLC 5
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 5
Arbor Trust Wealth Advisors, Llc 5
OMC Financial Services LTD 5
VCCBX - VALIC Co II - Core Bond Fund 5
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 5
Latash Investments, LLC 5
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 5
Montz Harcus Wealth Management LLC 5
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 5
Union Bancaire Privee Asset Management LLC 5
PBIIX - FundVantage Trust - Polen International Small Company Growth Fund Institutional Class 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
VACVX - VALIC Co II - Large Cap Value Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 5
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 5
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 5
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
Schrum Private Wealth Management LLC 5
Cura Wealth Advisors, Llc 5
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 5
Waters Parkerson & Co., Llc 5
BBHSX - BBH Trust - BBH Partner Fund - Small Cap Equity 5
Samsung Asset Management (New York), Inc. 5
AMG Funds LLC 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 5
Insight Inv LLC 5
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 5
Glenview State Bank Trust Dept. 5
Anqa Management Llc 5
Efficient Advisors, LLC 5
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 5
Atmos Capital Gestao De Recursos Ltda. 5
Gradient Capital Advisors, LLC 5
Independent Franchise Partners LLP 5
John Hancock Tax-advantaged Global Shareholder Yield Fund 5
Luminist Capital LLC 5
Harold Davidson & Associates Inc. 5
Argent Wealth Management LLC 5
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 5
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 5
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 4
WTIFX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Fundamental International Small Cap Fund -Retail Class 4
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 4
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 4
OBEMX - OBERWEIS FUNDS - Oberweis Emerging Markets Fund Investor Class 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 4
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 4
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 4
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 4
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 4
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 4
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 4
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 4
TGGAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Growth Opportunities Fund Class A 4
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 4
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 4
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 4
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 4
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 4
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 4
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 4
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 4
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A 4
LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A 4
Advanced Series Trust - Ast International Value Portfolio 4
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 4
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 4
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Columbia Wanger International Equities Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 4
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 4
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 4
HOVLX - HOMESTEAD FUNDS INC - Value Fund 4
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 4
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund 4
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 4
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 4
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 4
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 4
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 4
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 4
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class 4
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 4
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 4
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 4
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 4
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 4
Jnl Series Trust - Jnl/crescent High Income Fund (a) 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 4
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 4
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 4
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 4
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 4
MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I 4
MFMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Frontier Markets Portfolio Class I 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 4
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 4
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 4
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 4
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 4
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
LSELECT - First Investors Life Series Funds - First Investors Life Series Select Growth Fund 4
RYIPX - ROYCE FUND - Royce International Premier Fund Service Class 4
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 4
PENN SERIES FUNDS INC - Large Core Value Fund 4
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 4
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 4
FICGX - First Investors Equity Funds - First Investors Select Growth Fund Class A 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 4
Guardian Variable Products Trust - Guardian International Value VIP Fund 4
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 4
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 4
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 4
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares 4
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 4
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 4
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 4
Nuveen Equity Premium Opportunity Fund 4
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 4
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 4
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 4
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 4
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 4
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 4
Principled Equity Market Fund 4
Db-x Exchange-traded Funds Inc. 4
RMRKX - Rimrock Funds Trust - Rimrock Core Bond Fund 4
Sterling Capital Variable Insurance Funds 4
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z 4
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 4
Outlook Funds Trust 4
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 4
IFG Advisors, LLC 4
IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV 4
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 4
Virtus Insight Trust 4
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 4
MCHFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA FUND Investor Class Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
Profit Funds Investment Trust 4
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 4
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 4
Rudd International, Inc. 4
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 4
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 4
Spectrum Wealth Advisory Group, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 4
Pacific Edge Advisors, LLC 4
Financial Insights, Inc. 4
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF 4
Optima Capital Llc 4
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 4
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 4
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 4
Callodine Capital Management, LP 4
Miramar Capital, LLC 4
Insight Venture Partners Ix, L.p. 4
Portsea Asset Management LLP 4
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 4
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 4
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 4
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 4
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 4
Ocean Arete Ltd 4
Fairhaven Wealth Management, LLC 4
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 4
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF 4
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 4
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF 4
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 4
Actiam N.v. 4
Pasadena Private Wealth, LLC 4
Sound View Wealth Advisors, Llc 4
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A 4
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 4
Complex Capital Management, Llc 4
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 4
WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N 4
Foresight Wealth Management, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 4
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 4
Shulman DeMeo Asset Management LLC 4
RV Capital GmbH 4
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 4
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 4
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 4
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
Brooks, Moore & Associates, Inc. 4
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 4
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 4
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares 4
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 4
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 4
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 4
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A 4
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund 4
Profunds - Profund Vp Asia 30 4
Virginia National Bank 4
Profunds - Profund Vp Consumer Goods 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares 4
Blackcrane Capital, Llc 4
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 4
JVIAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Foreign Opportunities Fund Class A 4
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 4
Clayton Partners LLC 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 4
AIGWX - AllianzGI Institutional Multi-Series Trust - AllianzGI International Growth Portfolio 4
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
North Growth Management Ltd. 4
Cox Capital Mgt LLC 4
Locust Wood Capital Advisers, Llc 4
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 4
Allianz Life Insurance Co Of North America 4
OHIO NATIONAL FUND INC - ON Bond Portfolio 4
Tikehau Investment Management 4
WAIOX - WASATCH FUNDS TRUST - Wasatch International Opportunities Fund Investor Class shares 4
WAIGX - WASATCH FUNDS TRUST - Wasatch International Growth Fund Investor Class shares 4
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 4
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 4
DSCPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Small Cap Focus Fund 4
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 4
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 4
Wells Trecaso Financial Group, LLC 4
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class 4
Stokes Capital Advisors, LLC 4
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 4
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 4
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 4
Aurora Financial Advisors, Llc 4
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 4
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 4
WSCIX - Advisors' Inner Circle Fund - Westwood Strategic Convertibles Fund Institutional Shares 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 4
Corriente Advisors, LLC 4
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 4
Institutional Venture Management Xv, Llc 4
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 4
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 4
TRANSAMERICA FUNDS - Transamerica Total Return I2 4
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 4
Broad Peak Investment Holdings Ltd. 4
HPC Germany GmbH & Co. KG 4
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 4
SCP Investment, LP 4
Oak Asset Management, LLC 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 4
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 4
Derby & Company, Inc 4
General Catalyst Group Management, Llc 4
Ballast, Inc. 4
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 4
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 4
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 4
Vestpro Financial Partners, Inc. Dba Cpf Texas 4
Acorn Advisory Capital L.p. 4
Nikulski Financial, Inc. 4
BHK Investment Advisors, LLC 4
Touchstone Investment Trust 4
Morgan Stanley Select Dimensions Investment Series 4
Pacholder High Yield Fund Inc 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 4
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 4
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 4
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
Doubleline Opportunistic Credit Fund 4
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 4
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 4
Doubleline Income Solutions Fund 4
Amg Pantheon Master Fund, Llc 4
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 4
TNYAX - 1290 Funds - 1290 Global Talents Fund Class A 4
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 4
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 4
Pioneer High Income Trust 4
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 4
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 4
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 4
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 4
Morgan Stanley Income Securities Inc 4
Cg Funds Trust 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 4
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 4
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 4
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 4
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 4
SBBAX - LEGG MASON PARTNERS EQUITY TRUST - QS Conservative Growth Fund Class A 4
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 4
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF 4
Oppenheimer Equity Income Fund 4
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 4
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 4
Elevation Etf Trust 4
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 4
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF 4
Nuveen Amt-free Municipal Credit Income Fund 4
SCGRX - LEGG MASON PARTNERS EQUITY TRUST - QS Moderate Growth Fund Class A 4
SCHAX - LEGG MASON PARTNERS EQUITY TRUST - QS Growth Fund Class A 4
CHIC - Global X Funds - Global X MSCI China Communication Services ETF 4
Putnam Managed Municipal Income Trust 4
Oppenheimer Series Fund 4
Oppenheimer Rising Dividends Fund 4
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 4
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 4
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares 4
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 4
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 4
Virtus Total Return Fund Inc. 4
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 4
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 4
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares 4
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 4
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc 4
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 4
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 4
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 4
Dividend & Income Fund 4
Madison Covered Call & Equity Strategy Fund 4
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 4
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 4
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 4
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 4
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares 4
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 4
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 4
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A 4
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 4
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 4
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 4
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 4
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 4
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 4
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 4
Sarver Vrooman Wealth Advisors 4
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 4
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 4
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 4
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 4
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 4
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 4
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 4
Pimco Income Opportunity Fund 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 4
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 4
Olstein Funds 4
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 4
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 4
Templeton Global Opportunities Trust 4
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class 4
Templeton Global Income Fund 4
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 4
American Funds Fundamental Investors 4
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 4
Gabelli Healthcare & Wellnessrx Trust 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 4
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 4
Thl Credit Senior Loan Fund 4
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 4
Kavilco Inc/wa/ 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Citadel Securities GP LLC 4
Dividend Builder Portfolio 4
Large-cap Value Portfolio 4
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
S.E.E.D. Planning Group LLC 4
Oppenheimer Main Street All Cap Fund 4
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 4
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A 4
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 4
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 4
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 4
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 4
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 4
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 4
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 4
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 4
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 4
Oppenheimer Capital Appreciation Fund 4
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 4
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio 4
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio 4
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 4
Neumann Advisory Hong Kong Ltd 4
Milestone Resources Group Ltd 4
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 4
Ailanthus Capital Management, Lp 4
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 4
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 4
Landaas & Co /wi /adv 4
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 4
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 4
Mubadala Investment Co PJSC 4
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 4
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 4
Franklin, Parlapiano, Turner & Welch, LLC 4
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 4
VSSVX - VALIC Co I - Small Cap Special Values Fund 4
VCCCX - VALIC Co I - Capital Conservation Fund 4
Lincoln Capital Corp 4
Infrastructure Capital Advisors, Llc 4
PHH Investments, Ltd. 4
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods 4
CAMG Solamere Management, LLC 4
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 4
Bristol Advisors, LLC 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
VMCVX - VALIC Co II - Mid Cap Value Fund 4
KFA Private Wealth Group, LLC 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
JHGEX - John Hancock Funds II - Global Equity Fund Class A 4
John Hancock Funds II - Health Sciences Fund Class NAV 4
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 4
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 4
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 4
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 4
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 4
Opes Advisors Inc 4
Northwest Quadrant Wealth Management, LLC 4
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 4
Smith Shellnut Wilson Llc /adv 4
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 4
BRILLIANCE ASSET MANAGEMENT Ltd 4
Riverpoint Wealth Management Holdings, LLC 4
GFI Investment Counsel Ltd. 4
Colony Capital, Inc. 4
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 4
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 4
Ayrshire Capital Management LLC 4
Sunburst Financial Group, LLC 4
Pavion Blue Capital, LLC 4
Portland Ltd 4
Altus Wealth Management, LLC 4
Townsend Asset Management Corp /nc/ /adv 4
Franklin Street Capital Partners, LLC 4
Five Oceans Asset Management LTD 4
Ti-trust, Inc 4
Touradji Capital Management, Lp 4
PIMCO Energy & Tactical Credit Opportunities Fund 4
Sureview Capital Llc 4
ACVT - RBB Fund Trust - Advent Convertible Bond ETF 4
Front Street Capital Management, Inc. 4
Absher Wealth Management, Llc 4
Yellowstone Partners, LLC 4
Qp Wealth Management, Llc 4
Heard Capital LLC 4
Verde Capital Management 4
Mass General Brigham, Inc 4
Independence Advisors, LLC 4
Ennismore Fund Management Ltd 4
Charter Oak Partners Management, L.P. 4
Cai Capital Management, Inc. 4
NexWave Capital Partners LLC 4
Rip Road Capital Partners LP 4
Stewart Asset Management, LLC 4
Mattern Capital Management, Llc 4
Detalus Advisors, LLC 4
CWS Financial Advisors, LLC 4
Alpine Partners USVI, LLC 4
Appian Way Asset Management LP 4
Mic Capital Partners (public) (us) Im, Llc 4
PANTHERA INVESTMENT GmbH 4
Fure Financial Corp 4
Tarsadia Capital, LLC 4
Morris Capital Advisors, LLC 4
Highmount Capital, LLC 4
Cascabel Management LP 4
KPS Global Asset Management UK Ltd 4
Argonaut Capital Management Corp 4
Shelter Haven Capital Management, L.P. 4
Capital Growth Management Lp 4
Delaney Dennis R 4
Latimer Light Capital, L.P. 4
Fusion Investment Group, LLC 4
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 4
Shoker Investment Counsel, Inc. 4
TAM Capital Management Inc. 4
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 4
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 4
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 4
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 4
Fiera Capital Series Trust - FIERA CAPITAL U.S. EQUITY LONG-TERM QUALITY FUND Institutional Class 4
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 4
CA Family Wealth, LLC 4
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 4
Insight Wealth Partners, LLC 4
Institutional Venture Management XIII, LLC 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
Casdin Capital, LLC 4
Nuance Investments, Llc 4
Wealth Advisors of Iowa, LLC 4
Alley Co LLC 4
Chubb Corp 4
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 4
All-Stars Investment Ltd 4
Taal Capital Management LP 4
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 4
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class 4
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 4
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 4
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 4
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 4
Financial Strategy Network, LLC 4
ZPR Investment Management 4
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 4
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 4
BSLNX - Managed Portfolio Series - Smith Group Large Cap Core Growth Fund Investor Class Shares 4
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 4
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 4
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 4
Arrowgrass Capital Partners Llp 4
Slate Path Capital LP 4
Scion Asset Management, LLC 4
Incline Global Management LLC 4
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 4
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 4
DDJCX - ALPS Series Trust - DDJ Opportunistic High Yield Fund Class I 4
Atalan Capital Partners, LP 4
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 4
Seven Harbour Global, LP 4
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 4
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 4
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 4
Peoples Bank /oh 4
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 4
RWLIX - Two Roads Shared Trust - Redwood Activist Leaders Fund Class I 4
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 4
EPASX - Investment Managers Series Trust - EP Emerging Markets Small Companies Fund Class A 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 4
BUNRX - BULLFINCH FUND INC - Unrestricted Series 4
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 4
Lowell Blake & Associates Inc. 4
Itau USA Asset Management Inc. 4
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 4
CHIIX - Starboard Investment Trust - Cavalier Hedged High Income Fund Institutional Class Shares 4
Turtle Creek Asset Management Inc. 4
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 4
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares 4
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 4
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 4
Oldfield Partners LLP 4
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 4
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class 4
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 4
Everest Capital Llc 4
Institutional Capital Llc 4
Leonetti & Associates, LLC 4
AUERX - Unified Series Trust - Auer Growth Fund 4
Pt Asset Management, Llc 4
Yg Partners, Llc 4
Alta Fundamental Advisers LLC 4
Dominick & Dominick LLC 4
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 4
7x7 Asset Management LLC 4
ParenteBeard Wealth Management, LLC 4
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II 4
Strid Group, LLC 4
Aston Asset Management, LLC 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
Oracle Corp 4
StellarOne CORP 4
Private Capital Management 4
Haber Trilix Advisors, Lp 4
Genworth Financial Inc 4
IBUY - Amplify ETF Trust - Amplify Online Retail ETF 4
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 4
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 4
Tradewinds Global Investors, LLC 4
GOWLX - VALUED ADVISERS TRUST - Green Owl Intrinsic Value Fund 4
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 4
Strategic Financial Services, Inc, 4
Brightworth 4
One Day In July LLC 4
DW Partners, LP 4
Schwerin Boyle Capital Management Inc 4
CMT Asset Management Ltd 4
Baron Financial Group, LLC 4
Tower Square Investment Management, Llc 4
SB Management Ltd 4
Dymon Asia Capital Ltd 4
National Investment Services Inc /wi 4
Darrell & King Llc 4
Carlton Hofferkamp & Jenks Wealth Management, LLC 4
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 4
Wellesley Investment Partners, LLC 4
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 4
Edenbrook Capital, LLC 4
Eclectic Associates Inc /adv 4
Harbor Group, Inc. 4
Kinloch Capital, LLC 4
Ibc Funds Llc 4
TruWealth Advisors, LLC 4
Soundmark Wealth Management, Llc 4
Alpha Omega Group, Inc. 4
R.P. Boggs & Co. 4
Unison Asset Management LLC 4
ARS Wealth Advisors, LLC 4
Lokken Investment Group LLC 4
ACT Advisors, LLC. 4
Terril Brothers, Inc. 4
Divergent Planning, LLC 4
swisspartners Ltd. 4
Orin Green Financial, LLC 4
Harvey Investment Co Llc 4
Venator Management LLC 4
Iron Park Capital Partners, LP 4
Laidlaw Group, LLC 4
Argent Trust Company, N.a. 4
Pinpoint Asset Management (Singapore) Pte. Ltd. 4
ICONIQ Strategic Partners III, L.P. 4
Covey Capital Advisors, LLC 4
36 South Capital Advisors Llp 4
Constitution Capital LLC 4
OMT Capital Management LLC 4
SC CHINA HOLDING Ltd 4
Proxima Capital Management, LLC 4
Meritech Capital Associates V L.L.C. 4
Notis-McConarty Edward 4
Blue Edge Capital, LLC 4
Gyrus Investment Management Inc. 4
Purus Wealth Management, LLC 4
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 4
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 4
VFIN - Simplify Exchange Traded Funds - Simplify Volt Fintech Disruption ETF 4
VNLRX - VIRTUS EQUITY TRUST - Virtus SGA New Leaders Growth Fund Class R6 4
Bickling Financial Services, Inc. 4
Troy Asset Management Ltd 4
Luken Investment Analytics, LLC 4
Corbyn Investment Management Inc/md 4
MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y 4
Curran Financial Partners, LLC 4
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 4
Stralem & Co Inc 4
Navis Wealth Advisors, LLC 4
Hall Private Wealth Advisors 4
Timelo Investment Management Inc. 4
Lorne Steinberg Wealth Management Inc. 4
Raub Brock Capital Management LP 4
Summit Rock Advisors, LP 4
Rollins Financial 4
Professional Advisory Services Inc 4
Underhill Investment Management Llc 4
Town & Country Bank & Trust CO dba First Bankers Trust CO 4
Gibson Capital, LLC 4
Tower Wealth Partners, Inc. 4
CMG Global Holdings, LLC 4
Bristol Gate Capital Partners Inc. 4
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
Tripletail Wealth Management, LLC 4
Campion Asset Management LLC 4
New Age Alpha Trust - AVDR US LargeCap ESG ETF 4
One + One Wealth Management, Llc 4
Lumbard & Kellner, LLC 4
Saban Cheryl 4
First Bancorp, Inc /ME/ 4
Progeny 3, Inc. 4
Cederberg Capital Ltd 4
SageGuard Financial Group, LLC 4
Rinet Co LLC 4
Diversified Portfolios, Inc. 4
MBA Advisors LLC 4
First Houston Capital, Inc. 4
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 4
Cedar Hill Associates, Llc 4
Betterment LLC 4
Pacific Ridge Capital Partners, LLC 4
PIMCO Dynamic Income Opportunities Fund 4
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 4
Newport Capital Group, LLC 4
WealthTrust Asset Management, LLC 4
Stanley Capital Management, LLC 4
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF 4
Derbend Asset Management 4
Rosenbaum Jay D. 4
Pinnacle Wealth Management Group, Inc. 4
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 4
Nexus Investment Management ULC 4
Amarillo National Bank 4
M. Kraus & Co 4
Goldman Sachs Asset Management, L.p. 4
Baker Boyer National Bank 4
EOPS - Emles Trust - Emles Alpha Opportunities ETF 4
J Arnold Wealth Management Co 4
Van Cleef Asset Management,Inc 4
Filament LLC 4
ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I 4
Smith Affiliated Capital Corp. 4
Fruth Investment Management 4
Innova Wealth Partners 4
ODonnell Financial Services, LLC 4
ALPS ETF Trust - ALPS Hillman Active Value ETF 4
Stewart & Patten Co Llc 4
RPD Fund Management LLC 4
R.H. Dinel Investment Counsel, Inc. 4
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 4
MIC Capital Management UK LLP 4
Pioneer Trust Bank N A/or 4
Tillar-Wenstrup Advisors, LLC 4
FBRWX - Managed Portfolio Series - Friess Brandywine Fund Class I 4
Elm Advisors, Llc 4
Penn Davis Mcfarland Inc 4
Vickerman Investment Advisors, Inc. 4
Catawba Capital Management /va 4
Insight Venture Partners X, L.P. 4
WCMTX - Investment Managers Series Trust - WCM International Long-Term Growth Fund Institutional Class Shares 4
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF 4
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 4
BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF 4
Cambridge Advisors Inc. 4
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 4
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 4
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 4
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 4
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 4
Jolley Asset Management, LLC 4
Evergreen Wealth Solutions, LLC 4
Stonehearth Capital Management, LLC 4
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 4
Bennicas & Associates, Inc. 4
Icm Asset Management Inc/wa 4
Bridgewater Wealth & Financial Management, LLC 4
FMQQ - EXCHANGE TRADED CONCEPTS TRUST - FMQQ The Next Frontier Internet & Ecommerce ETF 4
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 4
Matterhorn Capital Management, LLC 4
Keene & Associates, Inc. 4
TAGStone Capital, Inc. 4
W Capital Management, LLC 4
Midas Management Corp 4
Gouws Capital LLC 4
Forefront Wealth Management Inc. 4
Waypoint Capital Advisors, LLC 4
Hedges Asset Management LLC 4
Robertson Opportunity Capital, LLC 4
Enhancing Capital LLC 4
Arbor Capital Management Inc /adv 4
NTB Financial Corp 4
Heritage Investment Group, Inc. 4
Teramo Advisors, LLC 4
Abeille Asset Management Sa 4
American Investment Services, Inc. 4
Marathon Asset Management Lp 4
Jd Capital Management Llc 4
Aspire Capital Advisors LLC 4
Caldwell Investment Management Ltd. 4
Steinberg Asset Management Llc 4
Investment Advisory Group, LLC 4
SFG Wealth Management, LLC. 4
Manhattan West Asset Management, LLC 4
Pacific Financial Group Inc 4
Wulff, Hansen & Co. 4
CTF Capital Management, LP 4
Delta Capital Management Llc 4
SIG North Trading, ULC 4
Marion Wealth Management 4
Patient Capital Management, LLC 4
Kids Capital Management, L.p. 4
Win Advisors, Inc 4
HHG & Company, LLC 4
Lynch & Associates/in 4
Lombardia Capital Partners Llc 4
GGV Capital LLC 4
Mill Capital Management, LLC 4
Argentiere Capital Ag 4
Meditor Group Ltd 4
Hill Island Financial Llc 4
Sage Capital Management, LLC 4
Forager Funds Management Pty Ltd 4
Steel Partners Holdings L.p. 4
UNC Management Company, Inc. 4
NCM Capital Management, LLC 4
Edmp, Inc. 4
Barry Investment Advisors, LLC 4
Longer Investments Inc. 4
Concorde Financial Corp 4
Cross Creek Advisors, LLC 4
Constellation Investimentos e Participacoes Ltda 4
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF 4
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 4
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 4
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 4
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 4
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
Mercer Capital Advisers, Inc. 4
Top Ace Asset Management Ltd 4
HHH - ETF Managers Trust - ETFMG Real Estate Tech ETF 4
Rezny Wealth Management, Inc. 4
Portland Global Advisors LLC 4
jvl associates llc 4
Security Financial Services, INC. 4
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 4
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 4
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 4
First International Bank & Trust 4
Point View Wealth Management, Inc. 4
Phillips Financial Management, Llc 4
Bourne Lent Asset Management Inc 4
Fortune 45 LLC 4
Silver Capital Management Llc 4
Smith Chas P & Associates Pa Cpas 4
BFAM Partners (Cayman) Ltd 4
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 4
Burnham Asset Management Corp /ny/ 4
Planning Alternatives Ltd /adv 4
Nvest Financial, LLC 4
TCHI - iSHARES TRUST - iShares MSCI China Multisector Tech ETF 4
Rhenman & Partners Asset Management AB 4
North Forty Management, LLC 4
Foresight Capital Management Advisors, Inc. 4
Baker Ellis Asset Management LLC 4
Lockerman Financial Group, Inc. 4
Clear Sky Advisers, LLC 4
Sutton Place Investors Llc 4
Finer Wealth Management, Inc. 4
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 4
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 4
Westchester Capital Management, Inc. 4
Integrated Wealth Counsel, Llc 4
Alleghany Corp /de 4
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 4
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 4
Momentum Advisors, LLC 4
Forte Asset Management Llc 4
Advocate Group Llc 4
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF 4
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 4
Pineno Levin & Ford Asset Management, Inc. 4
Warwick Investment Management, Inc. 4
Hendley & Co Inc 4
Drake & Associates, LLC 4
Coastwise Capital Group, LLC 4
Price Jennifer C. 4
Montchanin Asset Management, Llc 4
Horizons Wealth Management 4
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 4
Benchmark Capital Advisors 4
Sonata Capital Group Inc 4
Ncm Capital Management Group Inc 4
Second Half Financial Partners, LLC 4
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 4
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 4
James J. Burns & Company, LLC 4
Texan Capital Management 4
Stapp Wealth Management, Pllc 4
Outfitter Advisors, Ltd. 4
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF 4
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 4
Check Capital Management Inc/ca 4
Crescent Sterling, Ltd. 4
Kennon-Green & Company, LLC 4
AFS Financial Group, LLC 4
Verum Partners LLC 4
NOPE - Tidal ETF Trust - Noble Absolute Return ETF 4
Willis Investment Counsel 4
OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF 4
Gould Asset Management Llc /ca/ 4
Schafer Cullen Capital Management Inc 4
Paul Damon & Associates, Inc. 4
Millington Financial Advisors, LLC 4
Beacon Investment Advisors Llc 4
STAR Financial Bank 4
Financial Partners Group, LLC 4
True Capital Management 4
Caledonia (Private) Investments Pty Ltd 4
Energy Opportunities Capital Management, LLC 4
Gavilan Investment Partners LLC 4
FirstMerit Bank N A Trustee 4
Sensible Financial Planning & Management, LLC. 4
Hall Capital Management Co Inc 4
NSB Advisors LLC 4
Applied Capital LLC/FL 4
Mosaic Family Wealth Partners, Llc 4
Whitford Management LLC 4
Charles-Lim Capital Ltd 4
Veritas Investment Management (UK) Ltd 4
Oak Hill Wealth Advisors, Llc 4
Hilltop Partners LLC 4
Dover Advisors, Llc 4
Tahithromos, L.L.C. 4
Davis Investment Partners, LLC 4
Legacy Financial Group, Inc. 4
Talisman Wealth Advisors LLC 4
Parthenon Llc 4
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 4
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 4
Popular High Grade Fixed-Income Fund, Inc. - Popular High Grade Fixed-Income Fund Class A Shares 4
DDFG, Inc 4
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 4
BCSMX - BCM Focus Funds - BCM FOCUS SMALL/MICRO-CAP FUND 4
CFO4Life, L.P. 4
Ratio Wealth Group 4
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 4
Luts & Greenleigh Group, Inc 4
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 4
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 4
Beach Investment Counsel Inc/pa 4
DIP - ETF Series Solutions - BTD Capital Fund 4
Strata Wealth Advisors, LLC 4
KilterHowling LLC 4
Roof Eidam & Maycock/adv 4
Aspen Wealth Strategies, LLC 4
Lauer Wealth, LLC 4
UTFOX - Starboard Investment Trust - Utah Focus Fund Institutional Class 4
Winslow Asset Management Inc 4
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund 4
Pettyjohn, Wood & White, Inc 4
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 4
Kahn Brothers Group Inc /de/ 4
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 4
White Pine Investment CO 4
First County Bank /CT/ 4
Values Added Financial LLC 4
Arcataur Capital Management LLC 4
Michael S. Ryan, Inc. 4
Hudson Canyon Capital Management 4
Brown Wealth Management, Llc 4
Regis Acquisition Inc. 4
Invenio Wealth Partners Llc 4
Armstrong, Fleming & Moore, Inc 4
Northeast Financial Group, Inc. 4
Guidance Capital, Inc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 4
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 4
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF 4
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 4
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 4
CJM Wealth Advisers, Ltd. 4
Chickasaw Capital Management Llc 4
Tradition Capital Management Llc 4
Stelliam Investment Management, Lp 4
Financial Advisory Partners, Llc 4
Constant Guidance Financial LLC 4
Key Bridge Compliance, LLC 4
Iams Wealth Management, Llc 4
Bedel Financial Consulting Inc 4
Dean Capital Management 4
Kickstand Ventures, Llc. 4
Argent Trust Co 4
Granite Harbor Advisors, Inc. 4
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF 4
Fund Evaluation Group, LLC 4
Austin Wealth Management, LLC 4
Sylebra Capital Llc 4
BlackRock ETF Trust - BlackRock Large Cap Core ETF 4
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF 4
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 4
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 4
Private Capital Management Inc 4
Harvest Capital Management Inc 4
Westport Advisers Llc 4
Summit Capital Management Llc 4
Snyder Capital Management L P 4
Arvest Investments, Inc. 4
GRATRY & Co LLC 4
Ar Asset Management Inc 4
Compton Capital Management Inc /ri 4
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 4
Harbour Trust & Investment Management Co 4
CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class 4
LB Partners LLC 4
OHSHX - RBB FUND, INC. - Oakhurst Short Duration High Yield Credit Fund Institutional Shares 4
Fonville Wealth Management LLC 4
Sentry LLC 4
Contrarian Capital Management, L.l.c. 4
Advantage Trust Co 4
Partnership Wealth Management, LLC 4
Grafton Street Partners Fund, LP 4
Bey-Douglas LLC 4
Cambridge Financial Group, Inc. 4
JPL Wealth Management, LLC 4
FMA Wealth Management, LLC 4
Fieldpoint Private Advisors, Inc 4
Girard Securities, Inc. 4
Stage Harbor Financial, Llc 4
ROI Financial Advisors, LLC 4
Permit Capital, LLC 4
Kitching Partners, Llc 4
SVB Capital Management, LLC 4
Holistic Planning, LLC 4
Chaney Capital Management, Inc. 4
Silver Coast Investments LLC 4
QSV Equity Investors LLC 4
Conscious Wealth Investments, Llc 4
SilverOak Wealth Management LLC 4
Heritage Wealth Management, Inc. /CA/ 4
KKM Financial LLC 4
Goodnow Investment Group, Llc 4
Icahn Carl C 4
Family Wealth Group, LLC 4
AH Capital Management, L.L.C. 4
Burford Brothers, Inc. 4
Corbin Capital Partners, L.P. 4
Taylor Financial Group, Inc. 4
Deccan Value Investors L.P. 4
Long Pond Capital, LP 4
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 4
Counterweight Ventures, LLC 4
Jackson Credit Opportunities Fund 4
Samjo Capital LLC 4
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 4
Ark & Tlk Investments, Llc 4
Processus Wealth & Capital Management, LLC 4
Gerber, Llc 4
BlueChip Wealth Advisors LLC 4
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 4
Mainsail Asset Management, Llc 4
Foguth Wealth Management, LLC. 4
JBR Co Financial Management Inc 4
Accordant Advisory Group Inc 4
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 4
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 4
Glass Wealth Management Co LLC 4
Summerhill Capital Management lnc. 4
International Private Wealth Advisors LLC 4
Longview Partners (Guernsey) LTD 4
Fiduciary Management Inc /wi/ 4
Black Creek Investment Management Inc. 4
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 4
Amplify ETF Trust - Amplify Mobile Payments ETF 4
Alexander Labrunerie & Co., Inc. 4
Keynote Financial Services Llc 4
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C 4
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 4
Rockingstone Advisors LLC 4
Sharp Financial Services, LLC 4
Sagace Wealth Management LLC 4
ZynergyRetirementPlanningLLC 4
Sage Capital Management, LLC 4
Brass Tax Wealth Management, Inc 4
Wall Street Financial Group, Inc. 4
Avenir Tech Ltd 4
Accel X LP 4
Codex Capital Asset Management L.L.C. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class 4
Fidelity National Financial, Inc. 4
Meridian Financial, LLC 4
Smith Thornton Advisors LLC 4
ISRYX - AB CAP FUND, INC. - AB International Low Volatility Equity Portfolio Advisor Class 4
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 4
Litespeed Management, L.L.C. 4
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 4
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 4
Villanova Investment Management Co LLC 4
Endicott Management Co 4
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 4
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class 4
WIM INVESTMENT MANAGEMENT Ltd 4
Cannon Wealth Management Services, LLC 4
Enclave Advisors LLC 4
First Wilshire Securities Management Inc 4
American Alpha Advisors, LLC 4
Shum Financial Group, Inc. 4
Europacific Growth Fund 4
Heights Capital Management, Inc 4
Promethium Advisors,llc 4
Tudor Financial Inc. 4
Taylor Asset Management Inc 4
Gagnon Neil 4
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB 4
Vis Vires Group, Inc. 4
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 4
FFG Partners, LLC 4
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF 4
Strathmore Capital Advisors, Inc. 4
Dale Q Rice Investment Management Ltd 4
M.e. Allison & Co., Inc. 4
Inman Jager Wealth Management, LLC 4
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 4
Jericho Financial, Llp 4
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 4
Hestia Capital Management, LLC 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class C shares 4
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 4
Hidden Cove Wealth Management, LLC 4
Park Capital Management, LLC / WI 4
Figure 8 Investment Strategies Llc 4
bLong Financial, LLC 4
Corps Capital Advisors, LLC 4
Compass Planning Associates Inc 4
Bradyco, Inc. 4
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4
First Financial Group Corp 4
Monimus Capital Management, Lp 4
Ascent Capital Management, LLC 4
Birnam Oak Advisors, LP 4
RD Lewis Holdings, Inc. 4
Decagon Asset Management LLP 4
Bestgate Wealth Advisors, LLC 4
Contrarius Group Holdings Ltd 4
Battery Ventures IX, L.P. 4
PKS Advisory Services, LLC 4
Morey & Quinn Wealth Partners, LLC 4
Stark Wealth Management LLC 4
Moment Partners, LLC 4
Riggs Capital Management LLC 4
Spahn Wealth & Retirement LLC 4
Sellaronda Global Management LP 4
Sharpepoint Llc 4
Generation Capital Management LLC 4
Coign Capital Advisors LLC 4
Hobbs Wealth Management, LLC 4
Broyhill Asset Management 4
Bridge Generations Wealth Management Llc 4
MSH Capital Advisors LLC 4
Blue Capital, Inc. 4
Keyvantage Wealth, Llc 4
4wealth Advisors, Inc. 4
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF 4
Guerra Advisors Inc 4
Warburg Pincus & Co. 4
Blue Rock Wealth Management LLC 4
Wise Wealth Partners 4
Davidson Kahn Capital Management, LLC 4
Benefit Street Partners LLC 4
Pinnacle Investment Management Ltd 4
Pacific Point Advisors, LLC 4
BEEX - Tidal Trust III - The BeeHive ETF 4
RedJay Asset Management Inc. 4
Legion Partners Asset Management, LLC 4
FT Vest Rising Dividend Achievers Total Return Fund 4
New Enterprise Associates 14, L.P. 4
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 4
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 4
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 4
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 4
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 4
Lighthouse Financial LLC 4
Robotti Robert 4
TCW ETF Trust - TCW High Yield Bond ETF 4
TCW ETF Trust - TCW Corporate Bond ETF 4
M1 Capital Management LLC 4
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 4
Cooper Capital Advisors LLC 4
Good Steward Wealth Advisors,LLC 4
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF 4
Dalton Investments LLC 4
TXUG - Thornburg ETF Trust - Thornburg International Growth ETF 4
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF 4
ROPE - EA Series Trust - Coastal Compass 100 ETF 4
Aspen Capital Management, LLC 4
RD Finance Ltd 4
Wealth Watch Advisors, INC 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 4
New Enterprise Associates 13 Lp 4
ESW Capital, LLC 4
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 4
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 4
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 4
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 4
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 4
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 4
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 4
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 4
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 4
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class 4
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 4
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 4
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 4
KGRN - Krane Shares Trust - KraneShares MSCI China Environment Index ETF 4
KEMQ - Krane Shares Trust - KraneShares Emerging Markets Consumer Technology Index ETF 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I 4
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 4
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 4
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 4
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 4
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 4
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 4
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 3
VCGEX - VALIC Co I - Emerging Economies Fund 3
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 3
BCS Private Wealth Management, Inc. 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
CRDT - Simplify Exchange Traded Funds - Simplify Opportunistic Income ETF 3
StonePine Asset Management Inc. 3
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 3
Telemus Investment Management, LLC 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
11 Capital Partners LP 3
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 3
Perceptive Advisors Llc 3
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 3
MA Private Wealth 3
Latko Wealth Management, Ltd. 3
Objectivity Squared, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
Columbus Point Llp 3
Winchester Group Inc. 3
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 3
Arbor Investment Advisors, LLC 3
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 3
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 3
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 3
Osprey Private Wealth LLC 3
Carnegie Lake Advisors LLC 3
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
Pariax, LLC 3
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 3
Northcape Wealth Management, Llc 3
Sandia Holdings, LLC 3
Fort Pitt Capital Group Inc 3
Maj Invest Holding A/S 3
Oppenheimer Senior Floating Rate Fund 3
VCHSX - VALIC Co I - Health Sciences Fund 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
Stratus Fund Inc 3
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 3
Stillwater Investment Management, LLC 3
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 3
Hsbc Portfolios 3
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 3
Saddle Road Partners, LLC 3
Waterfront Capital Partners, LLC 3
Paragon Financial Partners, Inc. 3
Nuveen Amt-free Quality Municipal Income Fund 3
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 3
Advance Capital Management, Inc. 3
Rf&l Wealth Management, Llc 3
Schulz Wealth, LTD. 3
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
Elios Financial Group Inc. 3
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 3
GoodHaven Capital Management, LLC 3
Scale Management, LLC 3
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 3
Rubric Capital Management, LLC 3
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 3
Nuveen Quality Municipal Income Fund 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
Pwmco Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 3
TLW Wealth Management, LLC 3
Radoff Bradley Louis 3
Clear Rock Advisors, LLC 3
V. M. Manning & Co., Inc. 3
Gritstone Asset Management Llc 3
United Fire Group Inc 3
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 3
Biegel & Waller Llc 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
Accel Growth Fund IV Associates L.L.C. 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares 3
Plotkin Financial Advisors, LLC 3
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 3
Nuveen Tax-advantaged Dividend Growth Fund 3
GBFAX - VanEck Funds - Emerging Markets Fund Class A 3
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 3
Valued Retirements, Inc. 3
PCSCX - Datum One Series Trust - POLAR CAPITAL INTERNATIONAL SMALL COMPANY FUND 3
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications 3
Nabity-Jensen Investment Management Inc 3
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class 3
Chartist Inc /ca/ 3
Hyperion Partners, LLC 3
Boyar Asset Management Inc. 3
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 3
S.C. Financial Services, Inc. 3
Coury Firm Asset Management LLC 3
BCGM Wealth Management, LLC 3
New Century Advisors, LLC 3
Ghe, Llc 3
PROSHARES TRUST - ProShares Ultra Communication Services Select Sector 3
Foresight Global Investors, Inc. 3
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 3
Murphy Pohlad Asset Management LLC 3
Context Capital Funds 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
HFR Wealth Management, LLC 3
Tri Ri Asset Management Corp 3
PROSHARES TRUST - ProShares UltraPro Communication Services Select Sector 3
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 3
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 3
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 3
Accel XI Associates L.L.C. 3
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 3
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
Orca Investment Management, LLC 3
Greenlea Lane Capital Partners Lp 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia 3
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS International VIP Series Class I 3
Milestone Asset Management Group, LLC 3
Barrington Strategic Wealth Management Group LLC 3
MCSE - Franklin Templeton ETF Trust - Martin Currie Sustainable International Equity ETF 3
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 3
Morton Community Bank 3
Novo Holdings A/S 3
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 3
Cazenove Capital Management Ltd 3
Balanced Rock Investment Advisor 3
Broad Run Investment Management, LLC 3
Epiphany Funds 3
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 3
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 3
Arrow Investment Advisors, LLC 3
Charles Schwab Investment Advisory, Inc. 3
SBCPX - LEGG MASON PARTNERS EQUITY TRUST - QS Defensive Growth Fund Class A 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
Claremont Financial Group, Inc. 3
Consulta Ltd 3
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 3
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 3
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund 3
Founders Fund II Management, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 3
F&V Capital Management, LLC 3
American Planning Services, Inc. 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
Legal & General Investment Management Ltd 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Index Venture Growth Associates Ii Ltd 3
Linonia Partnership LP 3
Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co. 3
Appropriate Balance Financial Services Inc. 3
Alpine Investment Management Ltd 3
BRF - VanEck Vectors ETF Trust - VanEck Vectors Brazil Small-Cap ETF 3
Independent Family Office, LLC 3
G2 Capital Management, Llc / Oh 3
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 3
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 3
Oriental Harbor Investment Fund 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
Stonerise Capital Management, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 3
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 3
Fogel Capital Management, Inc. 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
Scotia Asset Management L.P. 3
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 3
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
Beach Point Capital Management LP 3
Enrich Jose Miguel 3
NSI Retail Advisors, LLC 3
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative 3
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 3
Strategic Wealth Management Inc 3
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 3
Prentice Capital Management, LP 3
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 3
Lwmg, Llc 3
Hugh Johnson Advisors LLC 3
L.I.A. Pure Capital Ltd 3
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 3
Adams Hall Wealth Advisors, LLC 3
Minerva Advisors LLC 3
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 3
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 3
Financial Advisory Group 3
Sagard Holdings Management Inc. 3
Monograph Wealth Advisors, Llc 3
RSMC - Tidal Trust III - Rockefeller U.S. Small-Mid Cap ETF 3
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 3
TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I 3
Nixon Capital, LLC 3
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A 3
Cyrus Capital Partners, L.p. 3
Davidson Kempner Capital Management LLC 3
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 3
DEFN - Emles Trust - Emles Protective Allocation ETF 3
Candelo Capital Management LP 3
ZCAN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Canada ETF 3
Palmer Knight Co 3
VELA Funds - VELA Small Cap Fund Class I 3
BKA Wealth Consulting, Inc. 3
Emerson Investment Management, Llc 3
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 3
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 3
Founders Grove Wealth Partners, Llc 3
Inr Advisory Services Llc 3
Putnam Europe Equity Fund 3
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 3
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 3
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 3
Bredin Investment Llc 3
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF 3
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 3
Lind Global Fund II LP 3
EWEB - Global X Funds - Global X Emerging Markets Internet & E-commerce ETF 3
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF 3
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF 3
JBGlobal.com LLC 3
Newgate Capital Management Llc 3
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
Accel XI L.P. 3
Pratt Collard Advisory Partners LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
Yukon Wealth Management, Inc. 3
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 3
Casablanca Capital LP 3
AYAL Capital Advisors Ltd 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
Grange Capital, LLC 3
Integrity Advisory, LLC 3
Youngs Advisory Group, Inc. 3
Brinton Eaton, Llc 3
Southpaw Asset Management LP 3
DAG Ventures, LLC 3
Richmond Investment Services, LLC 3
Rand Eric 3
DTAN - EA Series Trust - Sparkline International Intangible Value ETF 3
University of Illinois Foundation 3
BankPlus Wealth Management LLC 3
Redwood Capital Management, Llc 3
Cornerstone Wealth Advisors, Inc. 3
Southern Style Financial, Inc. 3
Western Asset Global Corporate Defined Opportunity Fund Inc. 3
Kingsoft Corp Ltd 3
Act Two Investors Llc 3
Powers Advisory Group, LLC 3
Point72 Italy, S.r.l. 3
Quantum Financial Planning Services, Inc. 3
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 3
Croft Funds Corp 3
Triad Financial Advisors, Inc. 3
Plustick Management Llc 3
Bay Partners X Lp 3
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 3
Alley Investment Management Company, LLC 3
Capital Group KKR Core Plus (plus) 3
China Fund Inc 3
Foxby Corp. 3
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 3
Manuka Financial, LLC 3
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
Jlb & Associates Inc 3
FEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) EURO STOXX 50(R) ETF 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
Montis Financial, LLC 3
Eclectica Asset Management LLP 3
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 3
Financial Advisors, LLC 3
Mark Morris Et Al 3
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 3
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 3
United Bank, Inc. 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
Level Wealth Management LLC 3
Helium Advisors LLC 3
Social Capital Pep Management Llc 3
Kellett Schaffner Wealth Advisors LLC 3
Schoolcraft Capital LLC 3
Brentview Investment Management LLC 3
NCM Capital Advisers, Inc. 3
WELLINGTON TRUST Co N A 3
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 3
Eight 31 Financial Llc 3
Clayton Financial Group LLC 3
Sentinel Pension Advisors Inc 3
Syntegra Private Wealth Group, LLC 3
Palantir Technologies Inc. 3
Hoffman, Alan N Investment Management 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
Rooted Wealth Advisors, Inc. 3
Western Asset Middle Market Income Fund Inc. 3
Turn8 Private Wealth Inc. 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
NODE - VanEck Funds - Onchain Economy ETF 3
ROAM Global Management LP 3
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 3
Madison Strategic Sector Premium Fund 3
Tandem Financial, LLC 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
SC&H Financial Advisors, Inc. 3
Valor Management LLC 3
Athena Investment Management 3
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 3
Planning Solutions Group Llc 3
TRANSAMERICA SERIES TRUST - Transamerica Torray Concentrated Growth VP Initial 3
Storm King Capital Partners, LLC 3
Buttonwood Financial Advisors Inc. 3
Pelion, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
Elevate Capital Advisors, LLC 3
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers 3
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I 3
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 3
BostonPremier Wealth LLC 3
Tamarack Advisers, LP 3
North Ridge Wealth Advisors, Inc. 3
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 3
Wealthcare Capital Partners, LLC 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
Resource Consulting Group Inc 3
Armstrong Shaw Associates Inc/ct 3
Slocum, Gordon & Co LLP 3
Oppenheimer Master Loan Fund, Llc 3
Dopkins Wealth Management, Llc 3
David Wealth Management LLC 3
CIM Real Assets & Credit Fund 3
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 3
ACIFX - NEIMAN FUNDS - Advisors Capital International Fund 3
Value Holdings Lp 3
Guided Capital Wealth Management, LLC 3
DSPC - Collaborative Investment Series Trust - The De-SPAC ETF 3
Zeke Lp /pa 3
Financial Guidance Group, Inc. 3
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 3
APHEX - ARTISAN PARTNERS FUNDS INC - Artisan Sustainable Emerging Markets Fund Institutional Shares 3
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 3
KWB Wealth 3
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 3
Primavera Capital Management Ltd 3
Oppenheimer Global Fund 3
Running Point Capital Advisors, LLC 3
VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF 3
Balestra Capital Ltd. 3
NIOAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Small Cap Fund Class A 3
Yahoo Inc 3
Sunnymeath Asset Management, Inc. 3
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial 3
Centerpoint Advisory Group 3
Instrumental Wealth, Llc 3
Sab Capital Management Lp 3
Alta Fox Capital Management, Llc 3
MSA Advisors, LLC 3
Cambridge Associates Llc /ma/ /adv 3
Alpha Financial Partners, LLC 3
BlackRock Portfolio Management LLC 3
Susquehanna International Securities, Ltd. 3
Johns Hopkins University 3
Resolute Wealth Strategies, LLC 3
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 3
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 3
Cannae Holdings, Inc. 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
CogentBlue Wealth Advisors, LLC 3
Cooke & Bieler Lp 3
Carronade Capital Management, LP 3
Clearlake Capital Group, L.p. 3
Three Bays Capital Lp 3
Metropolitan Capital Advisors Inc 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
St George Investments LLC 3
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 3
BAILX - Brown Advisory Funds - Brown Advisory Sustainable International Leaders Fund Institutional Shares 3
Advisors Management Group Inc /adv 3
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 3
HealthCor Management, L.P. 3
CBSE - Elevation Series Trust - Clough Select Equity ETF 3
L1 Capital Pty Ltd 3
Bouchey Financial Group Ltd 3
Turning Point Benefit Group, Inc. 3
Accenture plc 3
Downes Matthew S 3
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 3
SummerHaven Investment Management, LLC 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
LongView Asset Management LLC 3
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 3
Dfa Investment Trust Co - The Asia Pacific Small Company Series 3
Barnes Wealth Management Group, Inc 3
Centerline Investment Partners, LP 3
Midwest Capital Advisors, LLC 3
TRH Financial, LLC 3
Wood Asset Management Inc 3
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 3
FLYRX - Victory Portfolios IV - Victory Pioneer Floating Rate Fund Class Y 3
ABIG - EA Series Trust - Argent Large Cap ETF 3
Michels Family Financial, LLC 3
Weston Peter 3
Lewis Capital Management, Llc 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Old West Investment Management, LLC 3
Rho Capital Partners Inc 3
Fjell Capital, LLC 3
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 3
Equita Financial Network, Inc. 3
Private Wealth Advisors, Inc. 3
Philotimo Fund, LP 3
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 3
Milestones Private Investment Advisors LLC 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
CPV Partners, LLC 3
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 3
Berkshire Hathaway Inc 3
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 3
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 3
PGIM Credit Income Fund 3
Rainier Family Wealth Inc 3
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 3
Master Basic Value Llc 3
Weatherstone Capital Management 3
Macquarie Bank Ltd 3
Oppenheimer Corporate Bond Fund 3
BlueStem Wealth Partners, LLC 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
Delaware Management Business Trust 3
Sb Investment Advisers (uk) Ltd 3
Delaware Management Holdings, Inc. 3
Riverloft Capital Management L.P. 3
3i, LP 3
Scratch Capital Llc 3
Blue Oak Capital, LLC 3
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF 3
CWH Capital Management, Inc. 3
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 3
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 3
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 3
Tbp Advisors Ltd 3
Lesa Sroufe & Co 3
Technology Crossover Management VII, Ltd. 3
Payden & Rygel Investment Group 3
Ironridge Global IV, Ltd. 3
Permanent Capital Management, LP 3
Pillar Financial Advisors, LLC 3
Hamilton Capital Partners, Llc 3
Harbor Advisory Corp /ma/ 3
Financial Security Advisor, Inc. 3
Mercer Investment Management, Inc. 3
Tirschwell & Loewy Inc 3
Coordinated Financial Services, Inc. 3
Sequoia Capital Us Growth Fund Iv Lp 3
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 3
Riverbend Wealth Management, LLC 3
Trees Investment Counsel Llc 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 3
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 3
Cortland Associates Inc/mo 3
SoundView Advisors Inc. 3
Warburton Capital Management, LLC 3
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 3
SW Investment Management LLC 3
ATPAX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald High Income Fund Class A 3
Blackrock Dividend Income Trust 3
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 3
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 3
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3
VAUGHAN & Co SECURITIES, INC. 3
SB Global Advisors Ltd 3
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 3
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 3
Lee Financial Group Hawaii, Inc. 3
Spreng Capital Management, Inc. 3
Integras Partners LLC 3
Wells Financial Advisors INC 3
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 3
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 3
Compass Wealth Management, LLC/GA 3
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 3
Asset Management Advisors, LLC 3
SXUS - Janus Detroit Street Trust - Janus Henderson International Sustainable Equity ETF 3
Heartwood Wealth Advisors LLC 3
Investment Counselors Of Maryland Llc 3
TCI Fund Management Ltd 3
Wright Managed Income Trust 3
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 3
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 3
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio 3
Vista Equity Partners Fund VI, L.P. 3
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 3
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares 3
ARKD - EA Series Trust - ARK 21Shares Blockchain and Digital Economy Innovation ETF 3
Lakeshore Financial Planning, Inc. 3
Capital Group KKR Multi-Sector (plus) 3
Retirement Guys Formula Llc 3
PBCay One RSC Ltd 3
Solomon Douglas Wayne 3
Haven Capital Group, Inc. 3
Calvert Management Series - Calvert Global Equity Fund Class I 3
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 3
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 3
ACR Alpine Capital Research, LLC 3
Lyons Wealth Management, LLC. 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
Obsidian Personal Planning Solutions LLC 3
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 3
North Forty Two & Co. 3
Cypress Financial Planning Llc 3
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 3
TIAA Kaspick, LLC 3
JANA Partners Management, LP 3
Golden Road Advisors Llc 3
Muirfield Wealth Advisors Llc 3
Index Venture Associates VI Ltd 3
Black Diamond Financial, LLC 3
Norman Fields, Gottscho Capital Management, LLC 3
TRB Advisors LP 3
Walden Wealth Partners Llc 3
Ares Management Llc 3
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 3
VanderPol Investments L.L.C. 3
Prosperitas Financial LLC 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Future Fund Board of Guardians 3
Skyline Advisors, Inc. 3
Bodenholm Capital AB 3
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 3
Financial & Tax Architects, LLC 3
Accredited Investor Services, Llc 3
Profunds - Profund Vp Emerging Markets 3
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 3
Prospect Financial Group LLC 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
Blueport Capital, L.P. 3
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 3
Potentia Wealth 3
Ranger International Management, LP 3
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 3
Morris Financial Concepts, Inc. 3
Ruggaard & Associates LLC 3
SwitchPoint Financial Planning, LLC 3
Equius Partners, Inc. 3
Crv, Llc 3
Livelsberger Financial Advisory 3
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
HCMAX - ALPS Series Trust - Hillman Value Fund 3
Futuris Asset Management AB 3
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 3
Capital City Trust Co/fl 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
Profunds - Profund Vp Telecommunications 3
Empery Asset Management, LP 3
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y 3
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y 3
Rwc Asset Advisors (us) Llc 3
Kampmann Melissa S. 3
Dunvegan Associates, Inc. 3
MDE Group 3
Brouwer & Janachowski, LLC 3
Constellation Wealth Advisors, LLC 3
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 3
GTCGX - GLENMEDE FUND INC - Core Fixed Income Portfolio 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 3
BCR Wealth Strategies, LLC 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
WS Portfolio Advisory, LLC 3
Allegiant Private Advisors, LLC 3
Capricorn Investment Group LLC 3
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 3
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 3
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares 3
GUNN & Co INVESTMENT MANAGEMENT, INC. 3
Roof Advisory Group, Inc. 3
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 3
BCOR - Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF 3
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 3
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 3
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 3
Baltimore-Washington Financial Advisors Inc. 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 3
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 3
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I 3
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 3
Wealthspan Partners, Llc 3
Clarion Wealth Managment Partners, LLC 3
Noll Shaun 3
Straightline Group Llc 3
U S Wealth Group, Llc. 3
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 3
Cassidy James M 3
Lau Associates Llc 3
Landing Point Financial Group, LLC 3
Fidelity Central Investment Portfolios LLC - Fidelity Communication Services Central Fund 3
Pine Harbor Wealth Management, LLC 3
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 3
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 3
Tandem Wealth Advisors LLC 3
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 3
North Berkeley Wealth Management, LLC 3
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF 3
Omega Financial Group, LLC 3
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 3
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 3
Long Path Partners Fund, LP 3
Valley Forge Advisors, LLC 3
Virtus Wealth Solutions LLC 3
Macnealy Hoover Investment Management Inc 3
Oppenheimer Global High Yield Fund 3
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 3
Centerbridge Partners, L.P. 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Large Cap Fund Class I 3
TT Capital Management LLC 3
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 3
GMICX - GMO TRUST - GMO International Equity Fund Class II 3
Breithorn Capital Management 3
AMIDEX FUNDS INC - Amidex35 Israel Mutual Fund Class A 3
Coombe, Bender & Co LLC 3
ETF Portfolio Partners, Inc. 3
Heritage Wealth Partners, LLC 3
Caerus Investors, Llc 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
Claris Financial LLC 3
Stockman Wealth Management, Inc. 3
Legacy Capital Wealth Management, Llc 3
Auto-Owners Insurance Co 3
Spring Capital Management, Llc 3
Arrowroot Family Office, LLC 3
RELIANCE TRUST Co 3
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Lodestar Investment Counsel Llc/il 3
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 3
Index Venture Associates V Ltd 3
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
MGB Wealth Management, LLC 3
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 3
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 3
Ampersand Capital Group, L.P. 3
Kintayl Capital LP 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
Pennant Investors, Lp 3
New Harbor Financial Group, LLC 3
B. Riley Fbr, Inc. 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 3
Fidelity D & D Bancorp Inc 3
Garchik Stephen Jeffrey 3
Susquehanna Securities, Llc 3
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 3
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 3
Caerus Global Investors LLC 3
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 3
Morton Capital Management LLC/CA 3
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 3
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
Rench Wealth Management, Inc. 3
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 3
Plan Group Financial, LLC 3
Kemper Corp Master Retirement Trust 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Armstrong Henry H Associates Inc 3
Tricadia Capital Management, LLC 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
United States Steel & Carnegie Pension Fund 3
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
MRVNX - Natixis Funds Trust I - Mirova International Sustainable Equity Fund Class N 3
Newfoundland Capital Management 3
GCM Grosvenor Holdings, LLC 3
Accel Leaders Fund L.P. 3
Schaller Investment Group Inc 3
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 3
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 3
CA - DBX ETF TRUST - Xtrackers California Municipal Bond ETF 3
Siris Capital Group, LLC 3
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 3
Netols Asset Management, Inc. 3
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 3
Topsail Wealth Management, LLC 3
Rubicon Global Capital Ltd 3
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 3
Bastion Asset Management Inc. 3
Stack Financial Management, Inc 3
Kuvari Partners LLP 3
Crestmont Private Wealth LLC 3
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 3
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 3
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 3
RK Capital Management, LLC/FL 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
Altavista Wealth Management, Inc. 3
Taylor & Morgan Wealth Management, LLC 3
Pinnacle Financial Group, LLC / IL 3
Sequoia Capital U.s. Growth Fund Vi, L.p. 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
Auxier Asset Management 3
Ledgewood Wealth Advisors, LLC 3
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 3
Hartz Capital, Inc. 3
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P 3
Adapt Wealth Advisors, Llc 3
Bolthouse Investments, LLC 3
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 3
Mosaic Advisors LLC 3
Tipp Hill Capital Management LLC 3
IBIS Capital Partners LLP 3
Cutler Investment Counsel Llc 3
Travelers Companies, Inc. 3
Sycale Advisors (NY) LLC 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
Atlanta Financial Associates Llc /adv 3
Allianz Global Investors U.S. Holdings LLC 3
Concord Investment Counsel Inc. 3
Maltese Capital Management Llc 3
Charter Research & Investment Group, Inc. 3
Hatteras Master Fund, L.p. 3
Financial & Investment Management Group Ltd 3
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 3
ATOMVEST Ltd 3
Signet Management Usa, Llc 3
Meritech Capital Partners V L.P. 3
Investment Advisory Services Inc /tx /adv 3
Avenir Management Company, LLC 3
Open Text Corp 3
QV Investors Inc. 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF 3
Franklin Universal Trust 3
Sapphire Ventures (GPE) I, L.L.C. 3
Liberty Street Advisors, Inc. 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF 3
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 3
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
Rushmore Investment Advisors, Inc. 3
RHRX - Starboard Investment Trust - RH Tactical Rotation ETF 3
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 3
Gallagher Benefit Services, Inc. 3
Oakcliff Capital Partners, LP 3
Agate Pass Investment Management, LLC 3
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 3
First Fiduciary Investment Counsel, Inc. 3
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 3
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 3
AidennLair Capital Management LP 3
Capital One Financial Corp 3
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 3
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 3
Hansberger Growth Investors, Lp 3
OFIGX - OBERWEIS FUNDS - Oberweis Focused International Growth Fund 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
TTTN - TIGERSHARES TRUST - UP Fintech China-U.S. Internet Titans ETF 3
Templeton Emerging Markets Fund 3
American National Bank & Trust Co /va/ 3
Silver Bridge Capital Management LLC 3
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 3
McKillop James K 3
Coordinated Financial Services, Inc./CO 3
Investment Management Associates Inc /adv 3
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 3
22NW Fund, LP 3
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 3
Partners Capital Investment Group Llc 3
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 3
Triavera Capital LLC 3
Boston Research & Management Inc 3
Crossingbridge Advisors, LLC 3
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 3
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 3
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 3
Alapocas Investment Partners, Inc. 3
Sanibel Captiva Investment Advisers, Inc. 3
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 3
Channing Global Advisors, Llc 3
Curat Global, LLC 3
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 3
Ramsey Asset Management 3
New Mountain Vantage Advisers, L.l.c. 3
Oppenheimer Integrity Funds 3
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 3
Kora Management LP 3
Stillwater Investment Management, L.P. 3
Fischer Financial Services, Inc. 3
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 3
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 3
FS Series Trust - FS Real Asset Fund Class A 3
BridgePort Financial Solutions, LLC 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
Shone Asset Management LLC 3
Cairn Investment Group, Inc. 3
Spectrum Planning & Advisory Services Inc. 3
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 3
Kbm Worldwide, Inc. 3
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares 3
Simcah Management LLC 3
MYIFX - MONETTA TRUST - Monetta Core Growth Fund 3
Roger Wittlin Investment Advisory, LLC 3
Leibman Financial Services, Inc. 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
ABNIX - Aberdeen Funds - Aberdeen International Small Cap Fund (formerly Aberdeen Global Small Cap Fund) Institutional Class 3
Northstar Financial Companies, Inc. 3
Mcglinn Capital Management Inc 3
Grassi Investment Management Llc 3
LongView Wealth Management 3
SNSR - Global X Funds - Global X Internet of Things ETF 3
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 3
Panoramic Investment Advisors, Llc 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 3
RW Investment Management LLC 3
Laurel Grove Capital, LLC 3
Tri Locum Partners LP 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 3
Agran Libbie 3
Iconic Holdings, Llc 3
RMRGX - FINANCIAL INVESTORS TRUST - Highland Resolute Fund Class I 3
P.R. Herzig & Co. Inc. 3
Charles Stewart Mott Foundation 3
Iszo Capital Management Lp 3
Continuum Wealth Advisors, Llc 3
Hefty Wealth Partners 3
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 3
Scout Capital Management Llc 3
Sweeney & Michel, Llc 3
St. Clair Advisors, LLC 3
Teewinot Capital Advisers, L.L.C. 3
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 3
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A 3
Colrain Capital Llc 3
Miller Investment Management, LP 3
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C 3
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 3
Cleary Gull Holdings Inc. 3
Strategic Wealth Management Group, LLC 3
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund 3
McDonough Capital Management, Inc 3
Taube Hodson Stonex Partners Llp 3
Culbertson A N & Co Inc 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
AltraVue Capital, LLC 3
FMUN - Fidelity Merrimack Street Trust - Fidelity Systematic Municipal Bond Index ETF 3
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
Legacy Wealth Partners, Inc. 3
Anabranch Capital Management, LP 3
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund 3
Vector Capital IV, L.P. 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A 3
Gavea Investimentos Ltda 3
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 3
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 3
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
440 Investment Group, Llc 3
BFRNX - Advisors' Inner Circle Fund III - BARROW HANLEY FLOATING RATE FUND I Shares 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 3
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 3
SEMBX - ADVISORS SERIES TRUST - Semper Brentview Dividend Growth Equity Fund Institutional Class 3
VERITY Wealth Advisors 3
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF 3
Cedrus LLC 3
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 3
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
Eastover Investment Advisors LLC 3
Linker Capital Management Inc. 3
Coulter & Justus Financial Services, LLC 3
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 3
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF 3
Brave Warrior Advisors, LLC 3
Ellerson Group Inc /adv 3
Bizma Investimentos Ltda 3
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 3
LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y 3
IOLCX - ICON FUNDS - ICON Long/Short Fund Class C 3
Valley Forge Investment Consultants Inc Adv 3
ICNCX - ICON FUNDS - ICON Fund Class C 3
Bill & Melinda Gates Foundation Trust 3
Oppenheimer Senior Floating Rate Plus Fund 3
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 3
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 3
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares 3
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 3
Voya Emerging Markets High Dividend Equity Fund 3
Levy Wealth Management Group, LLC 3
TRFAX - Northern Lights Fund Trust - Patriot Fund Class A Shares 3
AMID - EA Series Trust - Argent Mid Cap ETF 3
Third Avenue Management Llc 3
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 3
Long Path Smaller Companies Fund, LP 3
Susa Registered Fund, L.l.c. 3
MKT Advisors LLC 3
Clg Llc 3
Palisades Investment Partners, LLC 3
Forester Capital Management, LTD 3
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 3
Voya Asia Pacific High Dividend Equity Income Fund 3
Ceros Financial Services Inc. 3
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares 3
Deutsche Value Series, Inc 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 3
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 3
3D/L Capital Management, LLC 3
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 3
Dean Martin J 3
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF 3
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 3
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 3
TWOAX - NORTHERN LIGHTS FUND TRUST II - Two Oaks Diversified Growth and Income Fund Class A Shares 3
McBroom & Associates, LLC 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 3
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 3
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I 3
Investidor Profissional Gestao de Recursos Ltda. 3
RDST Capital LLC 3
Questar Asset Management, Inc. 3
Park Presidio Capital Llc 3
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 3
Cambridge Financial Group, LLC 3
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I 3
Yost Capital Management, L.L.C. 3
Winton Series Trust 3
TAWK - Direxion Shares ETF Trust - Direxion Daily Communication Services Index Bull 3X Shares 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
Parasol Investment Management, LLC 3
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 3
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares 3
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 3
Trace Wealth Advisors, LLC 3
Logan Stone Capital, LLC 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
Brian Low Financial Group, Llc 3
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 3
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Fidgeon Timothy F 3
ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF 3
Semper Trust Co. 3
WealthBridge Investment Counsel Inc. 3
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 3
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 3
Morgan Creek Series Trust 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 3
Lionstone Capital Management LLC 3
Idaho Trust Bank 3
National Mutual Insurance Federation of Agricultural Cooperatives 3
Wavelength Asset Management LLC 3
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 3
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 3
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 3
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 3
Wilson & Boucher Capital Management, LLC 3
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 3
Tegean Capital Management, Llc 3
Altiora Financial Group, LLC 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
Nova R Wealth, Inc. 3
Red Granite Advisors LLC 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 3
Kissinger Financial Services LLC 3
First Trust Senior Floating Rate 2022 Target Term Fund 3
Hutchinson Capital Management/ca 3
Country Fund Management 3
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 3
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 3
Satovsky Asset Management Llc 3
Battery Partners VIII, LLC 3
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 3
Loveless Wealth Management LLC 3
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 3
Florence Capital Advisors, LLC 3
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 3
Anavon Capital LLP 3
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF 3
United Income, Inc. 3
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 3
DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A 3
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 3
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 3
LUFIX - Legg Mason Global Asset Management Trust - Martin Currie International Unconstrained Equity Fund Class A 3
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 3
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 3
Cliffwater Corporate Lending Fund 3
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 3
Lorber David A 3
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
Kleinwort Benson Investors Dublin Ltd 3
Cumberland Advisors Inc 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 3
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 3
Cyr Financial Inc. 3
HRIOX - Manager Directed Portfolios - Hood River International Opportunity Fund Institutional Shares 3
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
Benchmark Capital Partners Vi Lp 3
European Equity Fund, Inc / Md 3
Castle Financial & Retirement Planning Associates, Inc. 3
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 3
Avery Paul Lee 3
PGEIX - FundVantage Trust - Polen Global Emerging Markets Growth Fund Institutional Class 3
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 3
Elser Financial Planning, Inc 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
BlackRock Health Sciences Trust II 3
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A 3
Arrow Capital Management, LLC 3
Lauterbach Financial Advisors, LLC 3
BCIL - Exchange Listed Funds Trust - Bancreek International Large Cap ETF 3
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
SHLD - Global X Funds - Global X Defense Tech ETF 3
Farrell Financial LLC 3
Wellington Capital Management, Inc. 3
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 3
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 3
Rps Advisory Solutions Llc 3
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
Capital Planning LLC 3
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 3
Imperial Capital Asset Management, LLC 3
Maltin Wealth Management, Inc. 3
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 3
SeaStone Capital Management, L.P. 3
First Financial Equity Corporation 3
Presilium Private Wealth, Llc 3
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 3
GMOIX - GMO TRUST - GMO International Equity Fund Class III 3
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
NFTZ - ETF Series Solutions - Defiance Digital Revolution ETF 3
Meritech Capital Partners IV L.P. 3
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 3
Ambs Investment Counsel Llc 3
Nan Fung Group Holdings Ltd 3
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 3
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 3
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class 3
FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund 3
GGM Financials LLC 3
CIBRA Capital Ltd 3
DELAWARE VIP TRUST - Delaware VIP International Series Standard 3
Nuveen High Income 2023 Target Term Fund 3
Mizuho Financial Group Inc 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares 3
Leslie Global Wealth, LLC 3
CAEAX - COLUMBIA ACORN TRUST - Columbia Acorn European Fund Class A 3
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 3
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 3
Marotta Asset Management 3
Tema Etfs Llc 3
Alibaba Group Holding Ltd 3
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 3
ADPV - Series Portfolios Trust - Adaptiv Select ETF 3
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 3
Lyrical Asset Management Lp 3
Biechele Royce Advisors 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Prince Street Capital Management LLC 3
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 3
Acas, Llc 3
Missouri Valley Partners, Inc. 3
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 3
Advanced Investment Partners, LLC 3
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A 3
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 3
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 3
Gca Investment Management, Llc 3
Francisco Partners Management, LP 3
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 3
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 3
Mast Capital Management, LLC 3
ENSBX - PFS FUNDS - Ensemble Fund 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 3
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 3
Gardiner Nancy B 3
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 3
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 3
Kerntke Otto McGlone Wealth Management Group 3
Threshold Group LLC 3
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 3
Income Research & Management 3
Pura Vida Investments, Llc 3
Quadrant Capital Management, LLC 3
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF 3
Pennington Partners & Co., Llc 3
Northroad Capital Management Llc 3
Brenner West Capital Advisors, LLC 3
Blackbridge Capital LLC 3
Coerente Capital Management 3
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 3
Visualize Group LP 3
FSCOX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Opportunities Fund 3
Creegan & Nassoura Financial Group, LLC 3
Foundation Capital, LLC 3
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 3
Accel X Associates L.L.C. 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A 3
Value Holdings Management Co. Llc 3
Institutional Venture Management XVI, LLC 3
Gray Wealth Management Inc. 3
Christensen, King & Associates Investment Services, Inc. 3
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 3
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 3
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 3
Lord Abbett Credit Opportunities Fund 3
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
Alfreton Capital LLP 3
Carrhae Capital LLP 3
Loudon Investment Management, LLC 3
Chautauqua Capital Management 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
Kingdom Financial Group LLC. 3
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Madison Park Capital Advisors, LLC 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
Six Circles Trust - Six Circles Tax Aware Bond Fund 3
CPG Cooper Square International Equity, LLC 3
Rbo & Co Llc 3
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 3
Deer IX & Co. Ltd. 3
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 3
TPG Advisors LLC 3
Bridge Creek Capital Management LLC 3
Six Columns Capital, Lp 3
Hc Financial Advisors, Inc. 3
Lam Group, Inc. 3
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 3
Jnl Series Trust - Jnl/wmc Value Fund (a) 3
Adams Natural Resources Fund, Inc. 3
Lucas Capital Management 3
Investors Trust Inc 3
D. E. Shaw & Co, L.p. 3
Penseco Financial Services Corp 3
Capital Investment Counsel, LLC 3
Ccm Investment Group, Llc 3
Stewardship Advisors, LLC 3
Rock Springs Capital Management LP 3
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 3
Jdc-jsc L.p. 3
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 3
AXEAX - Columbia Funds Series Trust II - Columbia Contrarian Europe Fund Class A 3
Robinson Value Management, Ltd. 3
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 3
William B. Walkup & Associates, Inc. 3
Jacobs Asset Management, Llc 3
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 3
Hershey Financial Advisers, LLC 3
Pco Investment Management Lp 3
BetterWealth, LLC 3
Seamans Capital Management, LLC 3
FS Global Credit Opportunities Fund 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 3
Retirement Financial Solutions, Llc 3
Chubb Ltd 3
ION Crossover Partners Ltd 3
Ackerman Capital Advisors, LLC 3
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 3
CCOR - Listed Funds Trust - Core Alternative ETF 3
Murphy, Middleton, Hinkle & Parker, Inc. 3
Kfg Wealth Management, Llc 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class I 3
Kirkoswald Asset Management LLC 3
Stillwater Capital Advisors, LLC 3
FrontFour Capital Group LLC 3
Sulzberger Capital Advisors, Inc. 3
VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares 3
Opinicus Capital, Inc. 3
FISZX - FIDELITY INVESTMENT TRUST - Fidelity SAI International SMA Completion Fund 3
Myecfo, Llc 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
Neumann Capital Management, LLC 3
Sc Xii Management Llc 3
Sunbeam Capital Management, LLC 3
Del Mar Asset Management, LP 3
New Potomac Partners, LLC 3
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class 3
Family Investment Center, Inc. 3
Two Point Capital Management, Inc. 3
New Perspectives, Inc 3
Galilei Investment Office LLP 3
ESMAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO European Small Company Fund Class A 3
Steele Capital Management, Inc. 3
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund 3
Kenmare Capital Partners, L.L.C. 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
PNVAX - PUTNAM INVESTMENT FUNDS - Putnam International Capital Opportunities Fund Class A Shares 3
apricus wealth, LLC 3
Ellenbecker Investment Group 3
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 3
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
Hosking & Co Ltd 3
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class 3
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 3
Nuveen Global Equity Income Fund 3
Chronos Wealth Management, LLC 3
Wills Financial Group, Inc. 3
ALIL - EA Series Trust - Argent Focused Small Cap ETF 3
NavPoint Financial, Inc. 3
Meixler Investment Management, Ltd. 3
Ma Investment Partnership, LP 3
Perennial Investment Partners LTD 3
Alden Global Capital Ltd 3
TigerShark Management, LLC 3
GUBGX - VICTORY PORTFOLIOS - Victory RS International Fund Class A 3
PVG Asset Management 3
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 3
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 3
New Silk Road Investment Pte Ltd 3
Oneamerica Funds Inc 3
EPRE - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW ESG Premier Equity ETF 3
Cullen Capital Management, LLC 3
ABS Direct Equity Fund LLC 3
FBLUX - Managed Portfolio Series - Friess Brandywine Blue Fund Class I 3
Chancellor Financial Group WB LP 3
PPIVX - Datum One Series Trust - Phaeacian Accent International Value Fund Institutional Class Shares 3
Hill Investment Group Partners, LLC 3
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A 3
Lindsell Train Ltd 3
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 3
Navigoe, LLC 3
Value Partners Ltd /adv 3
American Beacon Advisors, Inc. 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
Creekside Partners 3
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 3
Ai Financial Services Llc 3
Catalyst Wealth Management, LLC 3
Elefante Michael B 3
Summit Wealth Partners, LLC 3
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 3
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 3
Tidal ETF Trust - Newday Sustainable Development Equity ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
Kanen Wealth Management LLC 3
Integrity Financial Corp /WA 3
Stearns Financial Services Group 3
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 3
Intrepid Family Office Llc 3
Carl P. Sherr & Co., LLC 3
Sage Advisors, Llc 3
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF 3
Odey Asset Management LLP 3
Triad Investment Management 3
Swan Global Investments, LLC 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
Pring Turner Capital Group Inc 3
Stralem Fund 3
Petix & Botte Co 3
Northwestern Mutual Life Insurance Co 3
APEIRON CAPITAL Ltd 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
Ken Stern & Associates, Inc. 3
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares 3
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund 3
Heirloom Wealth Management 3
Insight Venture Partners VII, L.P. 3
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
SMARX - BRANDES INVESTMENT TRUST - Brandes Separately Managed Account Reserve Trust 3
Trail Ridge Investment Advisors, LLC 3
Bitwise Funds Trust - Bitwise Bitcoin Standard Corporations ETF 3
Coronation Asset Management (Pty) Ltd. 3
Peninsula Asset Management Inc 3
Jones Rodney 3
Tencent Holdings Ltd 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 3
Marest Capital, LLC 3
Rainey & Randall Investment Management Inc. 3
Polarity Investment Partners LP 3
Franklin Mutual Advisers Llc 3
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF 3
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 3
Wealth Group Ltd 3
Sadoff Investment Management Llc 3
Gabalex Capital Management LLC 3
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 3
Mirabaud & Cie SA 3
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 3
Melfa Wealth Management, Llc 3
WPWealth LLP 3
VMAKX - Virtus Managed Account Completion Shares (MACS) Trust - Virtus Seix High Yield MACS 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 3
Valley National Bancorp 3
Khp Capital, Llc 3
Triple Frond Partners LLC 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
BBGNX - BBH Trust - BBH Global Core Select Class N Shares 3
Inflection Point Investments LLP 3
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 3
Orgel Wealth Management, LLC 3
Blackrock Enhanced International Dividend Trust 3
BICKX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Smaller Companies Fund Class K 3
EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF 3
Skba Capital Management Llc 3
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 3
Wilson, Kemp & Associates, Inc. 3
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional 3
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 3
NDVR, Inc. 3
AJ Advisors, LLC 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
Community Bank System, Inc. 3
Marketfield Asset Management LLC 3
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF 3
First Citizens Bancorporation Inc 3
Bradley Mark J. 3
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
Cacti Asset Management Llc 3
Accelerate Investment Advisors LLC 3
Hartmann Taylor Wealth Management, LLC 3
HawsGoodwin Investment Management LLC 3
Great Waters Wealth Management 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
Gruss Capital Management LP 3
Fmb Wealth Management 3
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 3
St. James Investment Company, LLC 3
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 3
Blacksheep Fund Management Ltd 3
CHB Investment Group, LLC 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
Pure Portfolios Holdings Llc 3
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 3
Leverty Financial Group, LLC 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
Bow Street, Llc 3
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 3
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 3
Firetrail Investments Pty Ltd 3
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 3
ULTRA SERIES FUND - International Stock Fund Class I 3
CWC Advisors, LLC. 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 3
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 3
Kidder Stephen W 3
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 3
Genesis Asset Managers, LLP 3
Dell Technologies Inc. 3
Prism Advisors, Inc. 3
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 3
Truefg, Llc 3
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 3
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A 3
Guardcap Asset Management Ltd 3
Pennant Capital Management, LLC 3
Arcadia Wealth Management, Inc. 3
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 3
Macleod Gary William 3
Integris Wealth Management, LLC 3
Ssa Swiss Advisors Ag 3
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 3
Beach Investment Management, LLC. 3
ULTRA SERIES FUND - Large Cap Growth Fund Class I 3