GB:0R2Z / Mastercard Incorporated - Net Long/Short Value

Mastercard Incorporated
GB ˙ LSE ˙ US57636Q1040
591,33 US$ ↓ −5,53 (−0,93%)
2025-09-18
DELAT PRIS
GB:0R2Z / Mastercard Incorporated - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
Warburton Capital Management, LLC
Bedel Financial Consulting, Inc.
Planning Alternatives Ltd /adv
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Moody Lynn & Lieberson, Llc
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
Segall Bryant & Hamill, Llc
Institutional Investment Strategy Fund
Putnam ETF Trust - Putnam Sustainable Future ETF -
Sava Infond d.o.o.
TD Waterhouse Canada Inc.
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
First Financial Bankshares Inc
Wellington Management Group Llp
Magnus Financial Group LLC
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Arcadia Investment Management Corp/mi
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
First Western Trust Bank
Long Road Investment Counsel, LLC
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
Norinchukin Bank, The
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
Davis R M Inc
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
Matrix Trust Co
J. Goldman & Co LP
New Covenant Trust Company, N.A.
Alliance Wealth Advisors, LLC
Edgestream Partners, L.P.
R Squared Ltd
MML Series Investment Fund II - MML Equity Rotation Fund Class II
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
Ellenbecker Investment Group
TRUE Private Wealth Advisors
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
Byrne Asset Management LLC
Prudential Financial Inc
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
Capital Planning Advisors, LLC
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
MKT Advisors LLC
United Advisor Group, LLC
Colton Groome Financial Advisors, Llc
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
US Asset Management LLC
Good Life Advisors, LLC
United Asset Strategies, Inc.
Diversify Wealth Management, Llc
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Pacific Point Advisors, LLC
Tobam
Graney & King, LLC
SRS Capital Advisors, Inc.
GAMMA Investing LLC
XML Financial, LLC
Ledyard National Bank
Horizon Funds - HORIZON EXPEDITION PLUS ETF
First Affirmative Financial Network
Sequoia Financial Advisors, LLC
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Old National Bancorp /in/
ICW Investment Advisors LLC
Members Wealth Llc
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
SevenBridge Financial Group, LLC
Bridgewater Associates, LP
NewSquare Capital LLC
Elevated Capital Advisors, LLC
Arete Wealth Advisors, LLC
Boston Research & Management Inc
Centennial Bank/AR/
Guinness Asset Management LTD
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
NRI Wealth Management LC
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
Private Wealth Asset Management, LLC
Forefront Wealth Partners, LLC
Winthrop Capital Management, LLC
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Bnp Paribas Arbitrage, Sa
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
Net Worth Advisory Group
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
Seldon Capital Lp
Dock Street Asset Management Inc
Ulland Investment Advisors, LLC
EGGQ - Tidal Trust III - NestYield Visionary ETF
Provenance Wealth Advisors, LLC
Consilio Wealth Advisors, Llc
Global Wealth Strategies & Associates
Janney Montgomery Scott LLC
Trust Point Inc.
Riverview Trust Co
Wiley Bros.-aintree Capital, Llc
Petros Family Wealth, LLC
SFE Investment Counsel
Guyasuta Investment Advisors Inc
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
Stephens Inc /ar/
LGPIX - Profunds - Large-cap Growth Profund Investor Class
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Pacific Global Investment Management Co
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Global Assets Advisory, LLC
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
Quest Investment Management Llc
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
Conquis Financial Llc
Benjamin Edwards Inc
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
Alliancebernstein L.p.
denkapparat Operations GmbH
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
Mirabaud Asset Management Ltd
Atomi Financial Group, Inc.
RAM Investment Partners, LLC
Liberty Wealth Management Llc
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
Cabot Wealth Management Inc
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
Kwmg, Llc
Beese Fulmer Investment Management, Inc.
Prudent Man Advisors, LLC
Caliber Wealth Management, LLC / KS
Steel Peak Wealth Management LLC
Demars Financial Group, LLC
Perfromance Wealth Partners, LLC
Lee Financial Co
Arkadios Wealth Advisors
Rialto Wealth Management, LLC
Miracle Mile Advisors, LLC
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
DHJJ Financial Advisors, Ltd.
Spinnaker Trust
Caisse De Depot Et Placement Du Quebec
Benchmark Investment Advisors LLC
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
Marshall Wace, Llp
Baskin Financial Services Inc.
Trilogy Capital Inc.
Cox Capital Mgt LLC
Petredis Investment Advisors Llc
Valley Forge Advisors, LLC
Hickory Asset Management, Inc.
GIMFX - GMO TRUST - GMO Implementation Fund
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
Empirical Finance, LLC
Stenahm Asset Managment Ltd
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
Bruce G. Allen Investments, LLC
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
TCI Wealth Advisors, Inc.
J.w. Cole Advisors, Inc.
Lighthouse Investment Partners, LLC
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
M1 Capital Management LLC
Global Strategic Investment Solutions, LLC
Aspen Grove Capital, LLC
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
Quaker Wealth Management, LLC
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Wealth Architects, LLC
Wealthspire Advisors, LLC
Tairen Capital Ltd
Glenmede Investment Management, LP
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
Sentinus, LLC
Challenger Wealth Management
Mirabaud & Cie SA
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
Gladstone Institutional Advisory LLC
Modern Wealth Management, LLC
Norman Fields, Gottscho Capital Management, LLC
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
GLOBALT Investments LLC / GA
Ayrshire Capital Management LLC
Jarislowsky, Fraser Ltd
Cacti Asset Management Llc
Veracity Capital LLC
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
Red Wave Investments LLC
Precision Wealth Strategies, LLC
Peoples Financial Services Corp.
Watershed Private Wealth Llc
Operose Advisors LLC
Cohen Klingenstein LLC
Delaney Dennis R
Mitsubishi UFJ Trust & Banking Corp
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
Clarity Wealth Advisors, LLC
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Aspect Partners, LLC
Tevis Investment Management
AssuredPartners Investment Advisors, LLC
Patton Fund Management, Inc.
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
Teza Capital Management LLC
Atlantic Trust, LLC
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
Nordwand Advisors, LLC
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
Veritas Investment Partners (UK) Ltd.
Gladius Capital Management LP
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
Advisor OS, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
Banco BTG Pactual S.A.
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
Allium Financial Advisors, Llc
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
Puff Wealth Management, Llc
Douglass Winthrop Advisors, LLC
Beacon Financial Advisory LLC
Trillium Asset Management, Llc
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
FCG Investment Co
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
Frisch Financial Group, Inc.
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
Accel Wealth Management
Wiser Wealth Management, Inc
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
Roberts Glore & Co Inc /il/
Stokes Family Office, LLC
Altarock Partners Llc
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Dash Acquisitions Inc.
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
Advisor Group Holdings, Inc.
Prospera Financial Services Inc
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Busey Wealth Management
Foster Victor Wealth Advisors, LLC
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Alpha Cubed Investments, LLC
Community Financial Services Group, LLC
Concord Asset Management, LLC/VA
Colony Group, LLC
Bristol Gate Capital Partners Inc.
Bellwether Advisors, LLC
Aviva Plc
Beaton Management Co. Inc.
Camden Capital, LLC
Blue Zone Wealth Advisors, LLC
BLI - Banque de Luxembourg Investments
Cornerstone Advisory, LLC
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I
Van Strum & Towne Inc.
Park Place Capital Corp
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
EPG Wealth Management LLC
FLDFX - Meeder Funds - BALANCED FUND Retail Class
Meiji Yasuda Life Insurance Co
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
Gratus Wealth Advisors, LLC
Capital Investment Counsel, LLC
Beutel, Goodman & Co Ltd.
STFBX - Advisers Investment Trust - State Farm Balanced Fund
Nicolet Advisory Services, Llc
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
Harvest Portfolios Group Inc.
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
Marino, Stram & Associates Llc
Zrc Wealth Management, Llc
BI Asset Management Fondsmaeglerselskab A/S
PENN SERIES FUNDS INC - Large Cap Value Fund
Cim Investment Mangement Inc
Public Investment Fund
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
Night Owl Capital Management, LLC
Cullen/frost Bankers, Inc.
Bokf, Na
APG Asset Management N.V.
New Wave Wealth Advisors Llc
Cumberland Partners Ltd
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
Keudell/Morrison Wealth Management
WealthPlan Investment Management, LLC
Bornite Capital Management LP
Claro Advisors LLC
Two Sigma Securities, Llc
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
Victrix Investment Advisors
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
National Asset Management, Inc.
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Carr Financial Group Corp
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
Blackrock Enhanced International Dividend Trust
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
Abacus Wealth Partners, LLC
Fisher Funds Management LTD
James Hambro & Partners
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
Indiana Trust & Investment Management CO
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
Western Financial Corp/CA
Regatta Capital Group, Llc
Integrated Quantitative Investments LLC
Wallace Capital Management Inc.
Mathes Company, Inc.
Graypoint LLC
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
SSO - PROSHARES TRUST - ProShares Ultra S&P500
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
Allspring Global Investments Holdings, LLC
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
Mount Yale Investment Advisors, LLC
Doheny Asset Management /ca
Premier Fund Managers Ltd
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
Schwarz Dygos Wheeler Investment Advisors Llc
Viking Fund Management Llc
Azimuth Capital Investment Management LLC
Envestnet Portfolio Solutions, Inc.
Nisa Investment Advisors, Llc
Continental Investors Services, Inc.
Ascent Group, LLC
Hayek Kallen Investment Management
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
Bank Of America Corp /de/
Acima Private Wealth, Llc
Fortis Group Advisors, LLC
Smith Anglin Financial, LLC
MONECO Advisors, LLC
Atria Wealth Solutions, Inc.
Sfm, Llc
Doliver Advisors, Lp
Clarendon Private LLC
Monaco Asset Management SAM
Hikari Power Ltd
Marion Wealth Management
ABLE Financial Group, LLC
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
Longfellow Investment Management Co Llc
Guardian Partners Inc.
AlTi Global, Inc.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Marshall & Sterling Wealth Advisors Inc.
Oak Associates Ltd /oh/
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
Kesler, Norman & Wride, LLC
PFG Advisors
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
Hixon Zuercher, LLC
Edge Financial Advisors LLC
Aquatic Capital Management LLC
Magellan Asset Management Ltd
Pitcairn Co
Buckingham Strategic Partners
Raleigh Capital Management Inc.
Gries Financial Llc
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
Investors Research Corp
Fortitude Advisory Group L.L.C.
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
Transform Wealth, LLC
Horiko Capital Management Llc
Clarkston Capital Partners, LLC
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
Semus Wealth Partners LLC
Berbice Capital Management LLC
SNS Financial Group, LLC
Tortoise Investment Management, LLC
Mitchell Capital Management Co
Northeast Investment Management
Securian Asset Management, Inc
Beacon Pointe Advisors, LLC
Roble, Belko & Company, Inc
DecisionPoint Financial, LLC
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
Dohj, Llc
Vinva Investment Management Ltd
Marshall & Sullivan Inc /wa/
Fifth Third Bancorp
Bienville Capital Management, LLC
Wealth Group, Ltd.
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
HFG Advisors, Inc.
Polymer Capital Management (US) LLC
Coastal Bridge Advisors, LLC
John Hancock Funds II - Science & Technology Fund Class NAV
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
Mizuho Securities Usa Llc
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
Chickasaw Capital Management Llc
Cherrydale Wealth Management, Llc
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
May Hill Capital, LLC
Strategic Advocates LLC
Meadow Creek Wealth Advisors Llc
Haverford Financial Services, Inc.
Segment Wealth Management, LLC
Voya Prime Rate Trust
Wedge Capital Management L L P/nc
Everpar Advisors Llc
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
Parallel Advisors, LLC
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
Bedrijfstakpensioenfonds Voor De Media Pno
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
SkyView Investment Advisors, LLC
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
Absher Wealth Management, Llc
Mirova US LLC
Fortitude Family Office, LLC
OneAscent Investment Solutions LLC
ARS Wealth Advisors Group, LLC
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
Waterway Wealth Management, LLC
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Df Dent & Co Inc
Eagle Global Advisors Llc
Financial Management Professionals, Inc.
Zurcher Kantonalbank (Zurich Cantonalbank)
Holocene Advisors, LP
ENDW - EA Series Trust - Cambria Endowment Style ETF
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
FourThought Financial Partners, LLC
Royal Bank Of Canada
Nikulski Financial, Inc.
BLPIX - Profunds - Bull Profund Investor Class
Ofi Invest Asset Management
Blackrock Enhanced Global Dividend Trust
Applied Capital LLC/FL
Stifel Financial Corp
FineMark National Bank & Trust
Fmr Llc
Granite Group Advisors, LLC
BCS Wealth Management
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Firetrail Investments Pty Ltd
Natixis Advisors, L.p.
Wellspring Financial Advisors, LLC
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
Great West Life Assurance Co /can/
Newbridge Financial Services Group, Inc.
Clearbridge Investments, LLC
MBM Wealth Consultants, LLC
Nexus Investment Management ULC
Tuttle Tactical Management LLC
Conestoga Capital Advisors, LLC
Flaharty Asset Management, LLC
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
Global Trust Asset Management, LLC
Leo Wealth, LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
Aegon Asset Management Uk Plc
HB Wealth Management, LLC
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
Thomasville National Bank
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
Jennison Associates Llc
Ninety One SA (PTY) Ltd
Congress Asset Management Co /ma
Greatmark Investment Partners, Inc.
Core Alternative Capital
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
Creative Capital Management Investments LLC
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
Bessemer Group Inc
Golden Road Advisors Llc
Addenda Capital Inc.
Pine Harbor Wealth Management, LLC
44 Wealth Management Llc
TCTC Holdings, LLC
Asahi Life Asset Management Co., Ltd.
Ci Investments Inc.
Grandview Asset Management LLC
Baldwin Investment Management, LLC
AlpenGlobal Capital LLC
Alta Wealth Advisors LLC
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
Whitener Capital Management, Inc.
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
Compass Wealth Management LLC
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
Mizuho Securities Usa Llc
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
Crews Bank & Trust
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
Farmers & Merchants Trust Co of Long Beach
Stuart Chaussee & Associates, Inc.
First PREMIER Bank
Elevatus Welath Management
Waldron Private Wealth LLC
Vanguard Group Inc
Woodard & Co Asset Management Group Inc /adv
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
4wealth Advisors, Inc.
Bingham Private Wealth, Llc
Manchester Financial Inc
Analyst IMS Investment Management Services Ltd.
BRYN MAWR TRUST Co
Phoenix Wealth Advisors
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
Man Group plc
Park National Corp /oh/
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
Railway Pension Investments Ltd
Coalescence Partners Investment Management, LP
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
Bouchey Financial Group Ltd
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
Bridges Investment Management Inc
Caption Management, LLC
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
Canandaigua National Bank & Trust Co
State Street Corp
Meeder Advisory Services, Inc.
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
Sawyer & Company, Inc
Garrett Investment Advisors LLC
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
Artisan Partners Limited Partnership
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Federation des caisses Desjardins du Quebec
Legato Capital Management LLC
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
Knuff & Co LLC
CWS Financial Advisors, LLC
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
Mirador Capital Partners LP
Avalon Trust Co
Abn Amro Investment Solutions
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
McHugh Group, LLC
Albion Financial Group /ut
Essex LLC
Tolleson Wealth Management, Inc.
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
Barrett & Company, Inc.
DLD Asset Management, LP
BIP Wealth, LLC
Winton Capital Group Ltd
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
Sovereign Financial Group, Inc.
Abacus Planning Group, Inc.
Gables Capital Management Inc.
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
AXS Investments LLC
Global Frontier Investments LLC
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
Financial & Tax Architects, LLC
Atlantic Edge Private Wealth Management, LLC
Great Lakes Advisors, Llc
Sheaff Brock Investment Advisors, LLC
California State Teachers Retirement System
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
PENN SERIES FUNDS INC - Flexibly Managed Fund
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
Jupiter Asset Management Ltd
Neuberger Berman Group LLC
Liontrust Investment Partners LLP
Mirae Asset Global Investments Co., Ltd.
Cambria Investment Management, L.P.
Zhang Financial LLC
Monument Capital Management
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
Smallwood Wealth Investment Management, LLC
D.a. Davidson & Co.
George Kaiser Family Foundation
Private Trust Co Na
Willow Creek Wealth Management Inc.
Fischer Financial Services, Inc.
BKD Wealth Advisors, LLC
VCULX - VALIC Co I - Growth Fund
Baron Silver Stevens Financial Advisors, Llc
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
J. Safra Sarasin Holding AG
Prudential Plc
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
Thoroughbred Financial Services, Llc
Pragma Gestao De Patrimonio Ltd
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
Seven Mile Advisory
IMA Wealth, Inc.
Triglav Skladi, D.o.o.
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
Gamco Investors, Inc. Et Al
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
Endowment Wealth Management, Inc.
Keystone Financial Services
Norris Perne & French Llp/mi
Central Bank & Trust Co
PENN SERIES FUNDS INC - Large Growth Stock Fund
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
Hudson Valley Investment Advisors Inc /adv
FT Vest Total Return Income Fund: Series A3
HCR Wealth Advisors
Systematic Alpha Investments, LLC
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Wood Tarver Financial Group, LLC
Shakespeare Wealth Management, Inc.
Strategic Investment Solutions, Inc. /IL
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Heritage Trust Co
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
Eaton Vance Tax-managed Buy-write Income Fund
Acorn Financial Advisory Services Inc /adv
Carl P. Sherr & Co., LLC
AMG National Trust Bank
WP Advisors, LLC
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
Prosperity Financial Group, Inc.
Voisard Asset Management Group, Inc.
Actinver Wealth Management, Inc.
Elevation Series Trust - TrueShares Active Yield ETF
WMKGX - WESMARK FUNDS - WesMark Growth Fund
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
jvl associates llc
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
WVALX - WEITZ FUNDS - Value Fund - Investor Class
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
Coastal Investment Advisors, Inc.
Arizona State Retirement System
Noesis Capital Mangement Corp
Tranquility Partners, LLC
Hager Investment Management Services, Llc
Illumine Investment Management, LLC
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Leavell Investment Management, Inc.
Rise Advisors, LLC
Blair William & Co/il
Clarity Wealth Development LLC
Westend Capital Management LLC
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Evanson Asset Management, LLC
Lord, Abbett & Co. Llc
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
Icon Wealth Advisors, LLC
TOWER TRUST & INVESTMENT Co
Patrick M Sweeney & Associates, Inc
Team Financial Group, LLC
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
Capital Fund Management S.a.
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
Creative Financial Designs Inc /adv
Citizens & Northern Corp
Dynamic Technology Lab Private Ltd
IMS Capital Management
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Rice Partnership, LLC
Gardner Lewis Asset Management L P
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
Trust Co Of Toledo Na /oh/
Union Heritage Capital, LLC
D. Scott Neal, Inc.
WFA of San Diego, LLC
Perennial Investment Advisors, LLC
Grafton Street Partners Fund, LP
Binnacle Investments Inc
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
Gifford Fong Associates
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
Hansen & Associates Financial Group, Inc.
Syon Capital Llc
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
Commonwealth Equity Services, Llc
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
RCGE - EA Series Trust - RockCreek Global Equality ETF
GenTrust, LLC
Tranquilli Financial Advisor LLC
Davy Global Fund Management Ltd
Kayne Anderson Rudnick Investment Management Llc
Kavar Capital Partners Group, Llc
Whittier Trust Co
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
Bluegrass Capital Partners LP
Cypress Capital Group
Gotham Asset Management, LLC
Madison Wealth Partners, Inc
Beacon Investment Advisory Services, Inc.
EBI - RBB Fund Trust - Longview Advantage ETF
Eagle Capital Growth Fund, Inc.
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
Excalibur Management Corp
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
Wd Rutherford Llc
OMERS ADMINISTRATION Corp
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
Roanoke Asset Management Corp/ Ny
Panagora Asset Management Inc
BSW Wealth Partners
Rnc Capital Management Llc
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
CogentBlue Wealth Advisors, LLC
Sigma Planning Corp
Peoples Bank/KS
Bragg Financial Advisors, Inc
ROE - EA Series Trust - Astoria US Quality Kings ETF
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
Sone Capital Management, LLC
Hazlett, Burt & Watson, Inc.
Minot DeBlois Advisors LLC
Everence Capital Management Inc
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
Perigon Wealth Management, LLC
Motco
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Telos Capital Management, Inc.
New Millennium Group LLC
Select Asset Management & Trust
Noble Wealth Management PBC
Ascent Wealth Partners, LLC
RedJay Asset Management Inc.
Brinker Capital Investments, LLC
Legacy Wealth Managment, LLC/ID
Financial Partners Group, Inc
Massmutual Trust Co Fsb/adv
L1 Capital International Pty Ltd
Arthur M. Cohen & Associates, Llc
GuoLine Advisory Pte Ltd
Bamco Inc /ny/
Compass Capital Corp /ma/ /adv
MAI Capital Management
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
Kingstone Capital Partners Texas, LLC
Global Wealth Management Investment Advisory, Inc.
Gabelli Equity Trust Inc
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
STFGX - Advisers Investment Trust - State Farm Growth Fund
ULPIX - Profunds - Ultrabull Profund Investor Class
Riggs Asset Managment Co. Inc.
Park Presidio Capital Llc
Modera Wealth Management, LLC
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
Avanza Fonder AB
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
Portman Square Capital LLP
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
FundVantage Trust - Polen Growth & Income Fund Institutional Class
F/M Investments LLC
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
Hartmann Taylor Wealth Management, LLC
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
Cornerstone Total Return Fund Inc
Fayez Sarofim & Co
Diligent Investors, LLC
Skopos Labs, Inc.
Puzo Michael J
Martin Currie Ltd
Concentric Capital Strategies, LP
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
Vista Investment Partners Ii, Llc
Maven Securities LTD
South Dakota Investment Council
Hoey Investments, Inc
Titan Global Capital Management Usa Llc
Caisse Des Depots Et Consignations
David J Yvars Group
West Oak Capital, LLC
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
DAACX - Adviser Managed Trust - Diversified Equity Fund
Cito Capital Group, LLC
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
Cassaday & Co Wealth Management LLC
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
Baird Financial Group, Inc.
Public Employees Retirement System Of Ohio
Northern Trust Corp
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
Ameriprise Financial Inc
DecisionMap Wealth Management, LLC
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
Port Capital LLC
Alapocas Investment Partners, Inc.
Next Century Growth Investors Llc
Deutsche Bank Ag\
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
Bowen Hanes & Co Inc
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
Grimes & Company, Inc.
Rooted Wealth Advisors, Inc.
Pittenger & Anderson Inc
Bravias Capital Group, LLC
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
Nbc Securities, Inc.
Balance Wealth, LLC
Verdence Capital Advisors LLC
Accurate Wealth Management, LLC
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Braun-Bostich & Associates Inc.
CHICAGO TRUST Co NA
Kiker Wealth Management, LLC
Nemes Rush Group LLC
Intrepid Capital Management Inc
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Machina Capital S.a.s.
Allen Capital Group, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
Cornerstone Select Advisors, LLC
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
Chilton Capital Management Llc
Bogart Wealth, LLC
Taikang Asset Management (Hong Kong) Co Ltd
Voleon Capital Management Lp
Essex Financial Services, Inc.
Trexquant Investment LP
East Coast Asset Management, LLC.
Peddock Capital Advisors, Llc
Investidor Profissional Gestao de Recursos Ltda.
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
Whitford Management LLC
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
JCIC Asset Management Inc.
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
Putnam Fl Investment Management Co
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
North Dallas Bank & Trust Co
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Glassy Mountain Advisors, Inc.
Brucke Financial, Inc.
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
Mindset Wealth Management, Llc
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
Everest Management Corp.
Swedbank AB
Fedenia Advisers LLC
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
Evergreen Private Wealth LLC
Gen-Wealth Partners Inc
Harbor Capital Advisors, Inc.
Norway Savings Bank
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
Wells Fargo & Company/mn
New England Capital Financial Advisors LLC
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
Advanced Portfolio Management, LLC
Rede Wealth, LLC
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
First County Bank /CT/
Nfj Investment Group, Llc
Jackson, Grant Investment Advisers, Inc.
Blackston Financial Advisory Group, LLC
Twin Tree Management, LP
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
Everhart Financial Group, Inc.
Main Management ETF Advisors, LLC
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
Koesten, Hirschmann & Crabtree, INC.
Tradewinds Capital Management, LLC
TFC Financial Management
Alta Advisers Ltd
Kimelman & Baird, LLC
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Leslie Global Wealth, LLC
First Bancorp, Inc /ME/
Ancora Advisors, LLC
Fort Point Capital Partners LLC
Sage Financial Management Group, Inc.
Aletheian Wealth Advisors LLC
Bennett Selby Investments Lp
Townsquare Capital Llc
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
Gibbs Wealth Management
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
Hamilton Point Investment Advisors, LLC
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
AllSquare Wealth Management LLC
Private Advisory Group LLC
Davidson Kempner Capital Management Lp
Vaughan David Investments Inc/il
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
Ally Financial Inc.
Thompson Siegel & Walmsley Llc
GCQ FUNDS MANAGEMENT PTY Ltd
Caxton Associates Llp
VCBCX - VALIC Co I - Blue Chip Growth Fund
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
Investment House Llc
GWM Advisors LLC
Mid-American Wealth Advisory Group, Inc.
DMKC Advisory Services, LLC
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
MayTech Global Investments, LLC
Joel Isaacson & Co., LLC
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
LifeWealth Investments, LLC
Koshinski Asset Management, Inc.
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
B. Metzler seel. Sohn & Co. AG
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
Quantum Financial Advisors, LLC
Norden Group Llc
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
B&l Asset Management Llc
In-Depth Partners, LLC
Warm Springs Advisors Inc.
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Impact Investors, Inc
Per Stirling Capital Management, LLC.
BTG Pactual Asset Management US LLC
Avenue 1 Advisors, LLC
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
Generali Investments CEE, investicni spolecnost, a.s.
Jackson Wealth Management, LLC
FT Vest Total Return Income Fund: Series B1
Mpwm Advisory Solutions, Llc
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
Polen Capital Management Llc
Private Capital Management, LLC
GM Advisory Group, Inc.
Oak Family Advisors, Llc
Prentice Wealth Management LLC
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
BLVD Private Wealth, LLC
Cordatus Wealth Management LLC
Kapstone Financial Advisors LLC
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
J. Stern & Co. LLP
MONTX - MONETTA TRUST - Monetta Fund
Souders Financial Advisors
Frederick Financial Consultants, LLC
Conning Inc.
Balyasny Asset Management Llc
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
Agate Pass Investment Management, LLC
49 Wealth Management, Llc
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
FT Vest Rising Dividend Achievers Total Return Fund
Grantham, Mayo, Van Otterloo & Co. LLC
Logan Capital Management Inc
Pembroke Management, LTD
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Roundview Capital LLC
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
Apeiron RIA LLC
Hennion & Walsh Asset Management, Inc.
Nuveen, LLC
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
Provident Trust Co
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
Harvest Fund Management Co., Ltd
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
Jericho Financial, Llp
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
Oregon Pacific Wealth Management, LLC
B.O.S.S. Retirement Advisors, LLC
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
EFG Asset Management (Americas) Corp.
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Tower View Investment Management & Research LLC
Capital International Investors
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
Holistic Financial Partners
PDS Planning, Inc
Mountain Pacific Investment Advisers Inc/id
Asset Dedication, LLC
New Mexico Educational Retirement Board
Artemis Investment Management LLP
AJ Advisors, LLC
Cornercap Investment Counsel Inc
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
Heritage Wealth Advisors
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
German American Bancorp, Inc.
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
Blake Schutter Theil Wealth Advisors, LLC
Investment Management Corp of Ontario
Creative Planning
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
Legacy Capital Group California, Inc.
Astoria Portfolio Advisors LLC.
Zweig-DiMenna Associates LLC
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
Burling Wealth Partners, Llc
Invesco Ltd.
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
Alley Investment Management Company, LLC
McElhenny Sheffield Capital Management, LLC
HF Advisory Group, LLC
Sunflower Bank, N.A.
Quantinno Capital Management LP
Cornerstone Strategic Value Fund Inc
Whipplewood Advisors, LLC
IMPACTfolio, LLC
Axq Capital, Lp
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
YANKCOM Partnership
Compton Wealth Advisory Group, LLC
Scott Marsh Financial, LLC
ORG Wealth Partners, LLC
Moseley Investment Management Inc
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
Styrax Capital, LP
Wolf Group Capital Advisors
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Mitchell Sinkler & Starr/pa
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
BXM Wealth LLC
Strive Asset Management, LLC
L.m. Kohn & Company
Resona Asset Management Co.,Ltd.
Private Wealth Partners, LLC
Atwood & Palmer Inc
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
Roberts Capital Advisors, LLC
Mogy Joel R Investment Counsel Inc
Vontobel Holding Ltd.
Security National Bank
Connecticut Wealth Management, LLC
Brasada Capital Management, Lp
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
Linden Thomas Advisory Services, LLC
Riverpark Capital Management Llc
Point72 Asset Management, L.P.
StoneX Group Inc.
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
Van Den Berg Management I, Inc
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
VanderPol Investments L.L.C.
Cornerstone Wealth Management, LLC
MTM Investment Management, LLC
Douglas Lane & Associates, LLC
CNB Bank
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
NWF Advisory Services Inc.
Kestra Advisory Services, LLC
Wellington Shields & Co., LLC
Consilium Wealth Advisory, LLC
Overbrook Management Corp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
Ocean Capital Management, LLC
Bond & Devick Financial Network, Inc.
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
Advisors Asset Management, Inc.
Burns J W & Co Inc/ny
Princeton Global Asset Management LLC
Vista Investment Partners Llc
N.E.W. Advisory Services LLC
Perbak Capital Partners LLP
Glenview Trust Co
Kingsview Wealth Management, LLC
Pictet & Cie (Europe) SA
Cardiff Park Advisors, Llc
Qrg Capital Management, Inc.
KG&L Capital Management,LLC
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
Spartan Planning & Wealth Management
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Physicians Financial Services, Inc.
Channing Global Advisors, Llc
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
Daymark Wealth Partners, Llc
Advantage Advisers Xanthus Fund, L.l.c.
Rockline Wealth Management, LLC
Werba Rubin Papier Wealth Management
Envestnet Asset Management Inc
Formidable Asset Management, LLC
Geo Capital Gestora de Recursos Ltd
First Interstate Bank
Cross Staff Investments Inc
Middleton & Co Inc/ma
Redwood Financial Network Corp
LongView Wealth Management
Highland Capital Management, Llc
Ferguson Wellman Capital Management, Inc
Pictet Asset Management Holding SA
Financial Management Network Inc
Parr Mcknight Wealth Management Group, Llc
Hardy Reed LLC
City National Bank Of Florida /msd
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Bahl & Gaynor Inc
Pingora Partners LLC
Focus Financial Network, Inc.
OneAscent Family Office, LLC
Benin Management CORP
Retirement Guys Formula Llc
DRW Securities, LLC
Voya Investment Management Llc
Osborne Partners Capital Management, Llc
URTH - iShares, Inc. - iShares MSCI World ETF
Brass Tax Wealth Management, Inc
Fundsmith Investment Services Ltd.
Carter Financial Group, INC.
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
Invesco, Llc
Susquehanna International Group, Llp
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
Allianz Se
Confluence Wealth Services, Inc.
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
Donaldson Capital Management, Llc
Live Oak Private Wealth LLC
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
Hyperion Asset Management Ltd
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
Pallas Capital Advisors LLC
Armstrong, Fleming & Moore, Inc
BayBridge Capital Group, LLC
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
Azzad Asset Management Inc /adv
Argyle Capital Management Inc.
First Financial Group Corp
Kestra Investment Management, LLC
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
Public Employees Retirement Association Of Colorado
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
WPG Advisers, LLC
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
Kidder Stephen W
Sunpointe, LLC
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
Montag A & Associates Inc
Country Trust Bank
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
Amalgamated Bank
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
Pflug Koory, LLC
Cohen Capital Management, Inc.
Cary Street Partners Financial Llc
Moran Wealth Management, LLC
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
First Pacific Financial
Hutchinson Financial Advisors, INC
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
Peak Financial Advisors Llc
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
Destination Wealth Management
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
Birinyi Associates Inc
Financial Advocates Investment Management
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
Garden State Investment Advisory Services LLC
Financial Advisory Service, Inc.
Corundum Group, Inc.
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
Affinity Capital Advisors, LLC
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
Texas Bank & Trust Co
Eukles Asset Management
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
Cooper/haims Advisors, Llc
Maple Capital Management, Inc.
Legacy Capital Wealth Partners, LLC
CAP Partners, LLC
Wealthquest Corp
Pinnacle Financial Partners Inc
Strategies Wealth Advisors, LLC
Kinneret Advisory, LLC
Vantage Investment Partners, LLC
Visionary Wealth Advisors
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
Ironwood Investment Counsel, LLC
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
DSG Capital Advisors, LLC
NOLCX - Northern Funds - Northern Large Cap Core Fund
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Prospect Financial Group LLC
Richard Bernstein Advisors LLC
Independent Advisor Alliance
Mason & Associates Inc
Aspetuck Financial Management LLC
Omnia Family Wealth, LLC
MISEX - Midas Series Trust - Midas Magic
Blackhawk Capital Partners LLC.
Border to Coast Pensions Partnership Ltd
Spdr S&p 500 Etf Trust
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Secured Retirement Advisors, Llc
ZIFRX - AMERICAN BEACON FUNDS - American Beacon Ninety One International Franchise Fund R6 Class
New England Research & Management, Inc.
Westmount Partners, LLC
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
Bath Savings Trust Co
Bdf-gestion
Tremblant Capital Group
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
Cidel Asset Management Inc
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
Victory Financial Group, Llc
Mandatum Life Insurance Co Ltd
Providence Wealth Advisors, LLC
E Fund Management Co., Ltd.
Plancorp, LLC
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
Monetta Financial Services Inc
Fire Capital Management LLC
Bfsg, Llc
Smithfield Trust Co
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
S-Bank Fund Management Ltd
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
Tarbox Family Office, Inc.
Capital Investment Advisors, LLC
Dempze Nancy E
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
Raab & Moskowitz Asset Management LLC
Riverstone Advisors, LLC
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Wealth Enhancement Advisory Services, Llc
Yoder Wealth Management, Inc.
Hrt Financial Lp
Stonebridge Financial Group, LLC
MBL Wealth, LLC
Transatlantique Private Wealth Llc
Smart Money Group LLC
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
Royal Capital Wealth Management, LLC
Berkshire Bank
Oxford Financial Group Ltd
Spire Wealth Management
Anderson Financial Strategies, LLC
Evelyn Partners Asset Management Ltd
Schulz Wealth, LTD.
Brio Consultants, LLC
Lakeshore Capital Group, Inc.
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
Eagle Strategies LLC
Cherry Tree Wealth Management, LLC
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
Redhawk Wealth Advisors, Inc.
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
Addison Advisors LLC
Townsend & Associates, Inc
One Degree Advisors Inc
Abundance Wealth Counselors
First National Bank Sioux Falls
Bbr Partners, Llc
Jacobs Levy Equity Management, Inc
City Holding Co
Sarasin & Partners LLP
Resurgent Financial Advisors LLC
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
Berkshire Asset Management Llc/pa
Sofos Investments, Inc.
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
VCAAX - VALIC Co I - Asset Allocation Fund
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
Centurion Wealth Management LLC
Waverton Investment Management Ltd
Sigma Investment Counselors Inc
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
D.B. Root & Company, LLC
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
Scharf Investments, Llc
Atlas Legacy Advisors, LLC
Lazari Capital Management, Inc.
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
LVW Advisors, LLC
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
Hills Bank & Trust Co
Fiduciary Trust Co
SC&H Financial Advisors, Inc.
Deltec Asset Management Llc
Consultiva Wealth Management, Corp.
Cary Street Partner Investment Advisory Llc
Anfield Capital Management, LLC
Wbh Advisory Inc
Princeton Capital Management Llc
St. Nicholas Private Asset Management, Inc
Mv Capital Management, Inc.
LGT Fund Management Co Ltd.
Abel Hall, LLC
Dorsey Wright & Associates
Quadcap Wealth Management, LLC
Advance Capital Management, Inc.
Parsons Capital Management Inc/ri
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
ERn Financial, LLC
First Trust Advisors Lp
Pensionmark Financial Group, Llc
Keystone Global Partners, LLC
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
Knights of Columbus Asset Advisors LLC
Matisse Capital
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
LifeSteps Financial, Inc.
Denali Advisors Llc
UNIVEST FINANCIAL Corp
Yarbrough Capital, LLC
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
Private Client Services, Llc
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Industrial Alliance Investment Management Inc.
IFG Advisory, LLC
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
Interchange Capital Partners, LLC
Nbw Capital Llc
Summit Financial Wealth Advisors, LLC
Heritage Investors Management Corp
Penserra Capital Management LLC
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
Allen Operations Llc
Lafayette Investments, Inc.
Mine & Arao Wealth Creation & Management, LLC.
Td Asset Management Inc
Marshall Financial Group LLC
Fulton Bank, N.a.
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Blue Edge Capital, LLC
Strategic Wealth Partners, Ltd.
Platform Technology Partners
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
Tufton Capital Management
Beirne Wealth Consulting Services, LLC
Settian Capital LP
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
First National Advisers, LLC
Founders Financial Alliance, LLC
Professional Financial Advisors, LLC
Verity Asset Management, Inc.
Ameritas Advisory Services, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
First Command Advisory Services, Inc.
Hidden Cove Wealth Management, LLC
Stevens Capital Management Lp
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Foster Group, Inc.
Maryland Capital Advisors Inc.
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
James Investment Research Inc
Lagoda Investment Management, L.P.
Polar Capital Holdings Plc
Silphium Asset Management Ltd
TOGA - Managed Portfolio Series - Tremblant Global ETF
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
DDFG, Inc
Floyd Financial Group Llc
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
New York Life Investment Management Llc
Prospect Financial Services LLC
Florida Financial Advisors, Llc
V-Square Quantitative Management LLC
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
Hardman Johnston Global Advisors LLC
Slagle Financial, LLC
Clare Market Investments LLC
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
Seacrest Wealth Management, Llc
Amundi
State of Wyoming
Blackrock Science & Technology Trust
Nicolet Bankshares Inc
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Abner Herrman & Brock Llc
Denver Wealth Management, Inc.
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
Intrua Financial, LLC
Kovitz Investment Group Partners, LLC
Itau Unibanco Holding S.A.
Accretive Wealth Partners, LLC
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
Circle Wealth Management, LLC
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
GURU - Global X Funds - Global X Guru Index ETF
MWA Asset Management
Advisors Preferred, LLC
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
Brooklands Fund Management Ltd
Aristides Capital LLC
Sompo Japan Nipponkoa Asset Management Co.,ltd.
Jpmorgan Chase & Co
Columbia Asset Management
Ridgewood Investments LLC
Passive Capital Management, LLC.
HighTower Advisors, LLC
Tanaka Capital Management Inc
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
Goldstein Advisors, LLC
Savant Capital, LLC
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Veritas Asset Management LLP
Harwood Advisory Group, LLC
Bartlett & Co. Wealth Management Llc
Optimum Investment Advisors
Navellier & Associates Inc
Napean Trading & Investment Co (Singapore) PTE Ltd
TRFM - ETF Series Solutions - AAM Transformers ETF
Private Wealth Management Group, LLC
PSI Advisors, LLC
CSM Advisors, LLC
W.H. Cornerstone Investments Inc.
Three Bridge Wealth Advisors, LLC
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
Sabal Trust CO
Register Financial Advisors LLC
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
Kathleen S. Wright Associates Inc.
Oversea-Chinese Banking CORP Ltd
ProVise Management Group, LLC
HBW Advisory Services LLC
SRN Advisors, LLC
Stonegate Investment Group, LLC
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
Graham Capital Management, L.P.
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Ullmann Financial Group, Inc.
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Enhancing Capital LLC
Spence Asset Management
Public Sector Pension Investment Board
Kirtland Hills Capital Management, Llc
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
Atom Investors LP
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
Dividend Asset Capital, Llc
Wetherby Asset Management Inc
Meitav Dash Investments Ltd
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
Diversified Trust Co
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
Advisory Resource Group
Taurus Asset Management, Llc
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
Brady Family Wealth, Llc
Wolverine Asset Management Llc
Alcosta Capital Management, Inc.
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
Summit Trail Advisors, Llc
Transce3nd, LLC
Broadleaf Partners, LLC
Strategic Planning Group, Llc
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
Brandywine Managers, Llc
Stanley-Laman Group, Ltd.
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
Daiwa Securities Group Inc.
Aft, Forsyth & Sober, LLC
Hibernia Wealth Partners, LLC
Orser Capital Management, Llc
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
First Manhattan Co
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
Tacita Capital Inc
Aviance Capital Partners, LLC
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
Louisiana State Employees Retirement System
DAVENPORT & Co LLC
Renaissance Technologies Llc
Laurel Wealth Advisors LLC
King Wealth
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Crown Wealth Group, LLC
Boston Private Wealth Llc
Mach-1 Financial Group, Inc.
Summit Financial, LLC
Montag & Caldwell, Llc
Td Private Client Wealth Llc
Stillwater Wealth Management Group
Aaron Wealth Advisors LLC
LFA - Lugano Financial Advisors SA
Stelac Advisory Services LLC
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
Bailard, Inc.
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
BlackRock Capital Allocation Trust
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
BRTNX - PFS FUNDS - Bretton Fund
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
Quadrature Capital Ltd
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
Mufg Securities Americas Inc.
Ag2r La Mondiale Gestion D'actifs
Scissortail Wealth Management, LLC
Acap Strategic Fund
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
Custos Family Office, LLC
waypoint wealth counsel
Almanack Investment Partners, LLC.
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
Barden Capital Management, Inc.
Retirement Planning Group
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
Argent Capital Management Llc
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
Cypress Funds Llc
AGH Wealth Advisors, LLC
Peachtree Investment Partners, LLC
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
Oppenheimer Asset Management Inc.
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
IOO - iSHARES TRUST - iShares Global 100 ETF
OMNI 360 Wealth, Inc.
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
Clark Financial Services Group Inc /bd
Fortress Private Ledger, Llc
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
Profunds - Profund Vp Large-cap Growth
Legacy Financial Advisors, Inc.
Aberdeen Wealth Management LLC
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
FSA Wealth Management LLC
Geneva Partners, LLC
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
Chevy Chase Trust Holdings, Inc.
Vestmark Advisory Solutions, Inc.
Eaton Financial Holdings Company, LLC
Fulcrum Asset Management LLP
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
Robbins Farley Llc
Livforsakringsbolaget Skandia, Omsesidigt
McGlone Suttner Wealth Management, Inc.
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
Delta Investment Management, LLC
GSG Advisors LLC
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Ratan Capital Management LP
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
Chatham Capital Group, Inc.
Summit Global Investments
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
Point72 Asia (Singapore) Pte. Ltd.
JMG Financial Group, Ltd.
Copperwynd Financial, LLC
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
Charles Schwab Trust Co
Cladis Investment Advisory, LLC
Detalus Advisors, LLC
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
Prestige Wealth Management Group LLC
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Cable Hill Partners, LLC
Mark Sheptoff Financial Planning, Llc
Aptus Capital Advisors, LLC
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
Connective Portfolio Management, LLC
MGRIX - Marsico Investment Fund - Marsico Growth Fund
Momentous Wealth Management, Inc.
Mercer Global Advisors Inc /adv
Cornerstone Wealth Group, LLC
Gateway Wealth Partners, LLC
Breakwater Investment Management
Cypress Asset Management Inc/tx
Sumitomo Mitsui Trust Holdings, Inc.
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
Catalyst Financial Partners Llc
GW&K Investment Management, LLC
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
Voyager Global Management LP
Brueske Advisory Services, LLC
Andra AP-fonden
Gemmer Asset Management LLC
Allianz Asset Management GmbH
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
Atala Financial Inc
Embree Financial Group
Cobblestone Capital Advisors Llc /ny/
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Winch Advisory Services, LLC
GDS Wealth Management
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
Luken Investment Analytics, LLC
Bare Financial Services, Inc
Scotia Capital Inc.
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
Invenio Wealth Partners Llc
Evermay Wealth Management Llc
Mission Creek Capital Partners, Inc.
Ninepoint Partners LP
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
Barings Llc
Avid Wealth Partners LLC
Chemistry Wealth Management LLC
Lineweaver Wealth Advisors, LLC
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
Wagner Wealth Management, Llc
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
First Commonwealth Financial Corp /pa/
Cromwell Holdings LLC
Css Llc/il
SCS Capital Management LLC
Front Row Advisors LLC
Morris Retirement Advisors, LLC
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
Harvey Investment Co Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Los Angeles Capital Management Llc
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
Turtle Creek Wealth Advisors, LLC
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
Groupe la Francaise
MUFG Securities EMEA plc
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Van Hulzen Asset Management, LLC
Marsico Capital Management Llc
Fiduciary Family Office, Llc
Goelzer Investment Management, Inc.
Gluskin Sheff & Assoc Inc
Prasad Wealth Partners, LLC
Eastern Bank
First United Bank Trust/
Crux Wealth Advisors
Triangle Securities Wealth Management
Goldstone Financial Group, LLC
Tcw Group Inc
Banco Bilbao Vizcaya Argentaria, S.a.
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
Vista Cima Wealth Management LLC
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
KLCM Advisors, Inc.
CIBC World Markets Inc.
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Dagco, Inc.
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
Capital International Inc /ca/
Cubist Systematic Strategies, LLC
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
ASR Vermogensbeheer N.V.
Lodestone Wealth Management LLC
Pegasus Asset Management, Inc.
LOM Asset Management Ltd
Hollencrest Capital Management
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
National Bank Of Canada /fi/
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
Capstone Financial Advisors, Inc.
Rogco, Lp
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
Foundations Investment Advisors, LLC
Access Investment Management LLC
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
Main Street Financial Solutions, LLC
Northwest Quadrant Wealth Management, LLC
Prana Capital Management, LP
SummitTX Capital, L.P.
Virginia Retirement Systems Et Al
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Exchange Traded Concepts, Llc
IronOak Wealth LLC.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Keystone Financial Group
Fluent Financial, LLC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
Townsend Asset Management Corp /nc/ /adv
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
Principal Securities, Inc.
Greenfield Savings Bank
Northern Financial Advisors Inc
Bordeaux Wealth Advisors LLC
Capital Advisors, Ltd. LLC
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
Armstrong Henry H Associates Inc
Martingale Asset Management L P
Financial Engines Advisors L.L.C.
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
Financial Freedom, LLC
Full Sail Capital, LLC
Trustco Bank Corp N Y
Employees Retirement System of Texas
Bank Hapoalim Bm
Horrell Capital Management, Inc.
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
NOSIX - Northern Funds - Northern Stock Index Fund
Hara Capital LLC
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
Pure Financial Advisors, Inc.
Artemis Wealth Advisors, LLC
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
Jain Global LLC
Baypointe Partners LLC
Prakash Investment Advisors Llc
Occidental Asset Management, LLC
Forum Financial Management, LP
Cryder Capital Partners LLP
Capital & Planning, Llc
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
Ashton Thomas Securities, Llc
Lazard Asset Management Llc
Mutual Advisors, LLC
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
MeadowBrook Investment Advisors LLC
Whittier Trust Co Of Nevada Inc
Johnson Financial Group, Inc.
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
Yacktman Asset Management Lp
Purkiss Capital Advisors LLC
Robeco Institutional Asset Management B.V.
Farmers & Merchants Investments Inc
Bnp Paribas
Inspirion Wealth Advisors, Llc
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
Armis Advisers, LLC
Grove Bank & Trust
FT Vest Hedged Equity Income Fund: Series A4
Legacy Bridge, LLC
Allianzgi Equity & Convertible Income Fund
Glen Eagle Advisors, LLC
Ieq Capital, Llc
Wealthedge Investment Advisors, Llc
Facet Wealth, Inc.
Geode Capital Management, Llc
Dunhill Financial, LLC
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
AA Financial Advisors, LLC
AAFMAA Wealth Management & Trust LLC
Greykasell Wealth Strategies, Inc.
WASHINGTON TRUST Co
Ovata Capital Management Ltd
North Star Asset Management Inc
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
Calton & Associates, Inc.
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
Opus Capital Group, LLC
Evergreen Wealth Solutions, LLC
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
CBOE Vest Financial, LLC
Alliance Wealth Advisors, LLC /UT
Canvas Wealth Advisors, LLC
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
Ontario Teachers Pension Plan Board
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
Winslow Capital Management, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Axa S.a.
iA Global Asset Management Inc.
Marks Group Wealth Management, Inc
Alkeon Capital Management Llc
Capital Advisory Group Advisory Services, LLC
Peterson Wealth Management
Migdal Insurance & Financial Holdings Ltd.
Ellsworth Advisors, LLC
Forbes J M & Co Llp
Plato Investment Management Ltd
Jackson Hole Capital Partners, LLC
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
Global X Japan Co., Ltd.
Holderness Investments Co
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Vise Technologies, Inc.
BankPlus Trust Department
RBF Capital, LLC
Integrated Investment Consultants, LLC
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
Park Avenue Securities Llc
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
Alta Capital Management Llc/
Centre Asset Management, LLC
SeaBridge Investment Advisors LLC
Sanders Capital, LLC
Summa Corp.
Norges Bank
Mather Group, Llc.
Gerber Kawasaki Wealth & Investment Management
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
Triasima Portfolio Management inc.
Guerra Advisors Inc
Granite Bay Wealth Management, LLC
Ambassador Advisors, LLC
HFM Investment Advisors, LLC
Ing Groep Nv
Us Bancorp \de\
Sunbelt Securities, Inc.
Auxier Asset Management
Leuthold Group, Llc
Mendel Money Management
VSM Wealth Advisory, LLC
QTR Family Wealth, LLC
Huntleigh Advisors, Inc.
Farley Capital L.p.
Gardner Russo & Quinn Llc
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
Aureus Asset Management, LLC
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
Wolverine Trading, Llc
Castle Rock Wealth Management, LLC
Canopy Partners, LLC
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
Charter Oak Capital Management, LLC
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
SG Americas Securities, LLC
Ethic Inc.
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
Saybrook Capital /nc
Latitude Advisors, LLC
Midwest Trust Co
Viewpoint Investment Partners Corp
Orrstown Financial Services Inc
Beck Mack & Oliver Llc
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
First National Bank Of Omaha
Lattice Capital Management, LLC
Heritage Family Offices, LLP
Avestar Capital, LLC
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
Woodley Farra Manion Portfolio Management Inc
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
Channel Wealth Llc
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
Fountainhead AM, LLC
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
Discipline Wealth Solutions, LLC
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
Ithaka Group Llc
Grandfield & Dodd, Llc
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
Bear Mountain Capital, Inc.
Zions Bancorporation, National Association /ut/
Capital Investment Counsel, Inc
Absoluto Partners Gestao de Recursos Ltda
Stonebridge Financial Planning Group, LLC
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
Promethos Capital, LLC
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
Wulff, Hansen & Co.
Scalar Gauge Management, Llc
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
GMEZX - GuideStone Funds - Impact Equity Fund Investor
Fairtree Asset Management (Pty) Ltd
Nia Impact Advisors, Llc
TrimTabs Asset Management, LLC
National Mutual Insurance Federation of Agricultural Cooperatives
Morningstar Investment Services LLC
Naples Global Advisors, Llc
Truvestments Capital Llc
LS Investment Advisors, LLC
Primecap Management Co/ca/
Personal Cfo Solutions, Llc
Nichols & Pratt Advisers Llp /ma
Summitry Llc
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
Transamerica Financial Advisors, Inc.
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
Harrington Investments, INC
Cetera Trust Company, N.A
MTCGX - M FUND INC - M Large Cap Growth Fund
Avantax Planning Partners, Inc.
Catalytic Wealth RIA, LLC
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
Lansing Street Advisors
Dogwood Wealth Management LLC
Millstone Evans Group, LLC
BlueSpruce Investments, LP
Payden & Rygel
Lebenthal Global Advisors, LLC
Marco Investment Management Llc
Cloverfields Capital Group, Lp
Pennington Partners & Co., Llc
Alpha Financial Partners, LLC
Daner Wealth Management, LLC
Saturna Capital CORP
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
ABN AMRO Bank N.V.
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Smith, Moore & Co.
Little House Capital Llc
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
Manning & Napier Advisors Llc
Jane Street Group, Llc
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
State of Tennessee, Treasury Department
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
Charles-Lim Capital Ltd
Estabrook Capital Management
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Millennium Management Llc
Papp L Roy & Associates
Ssa Swiss Advisors Ag
Teacher Retirement System Of Texas
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
Freestone Capital Holdings, LLC
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
Evernest Financial Advisors, LLC
Meridian Wealth Management, LLC
Vanguard Capital Wealth Advisors
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
Pacifica Partners Inc.
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
Tandem Investment Advisors, Inc.
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
FT Vest Total Return Income Fund: Series A2
Schnieders Capital Management Llc
Nuveen S&p 500 Dynamic Overwrite Fund
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
WealthBridge Investment Counsel Inc.
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
Eisler Capital Management Ltd.
Haven Private, LLC
Foster Dykema Cabot & Partners, Llc
Optivise Advisory Services LLC
Jackson Hill Advisors, Llc
New York State Common Retirement Fund
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Aster Capital Management (DIFC) Ltd
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
Capital Analysts, Inc.
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
Cookson Peirce & Co Inc
Essex Savings Bank
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
Stonebridge Capital Advisors LLC
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
Coign Capital Advisors LLC
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
Caitong International Asset Management Co., Ltd
Harbor Investment Advisory, Llc
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Rockland Trust Co
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Burgundy Asset Management Ltd.
Convergence Investment Partners, LLC
Nuveen S&p 500 Buywrite Income Fund
Northstar Group, Inc.
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
New Age Alpha Advisors, LLC
HHM Wealth Advisors, LLC
Ilmarinen Mutual Pension Insurance Co
Qube Research & Technologies Ltd
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Wealthbridge Capital Management, Llc
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
Metropolis Capital Ltd
Arbor Capital Management Inc /adv
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
Flynn Zito Capital Management, Llc
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
Guggenheim Capital Llc
Clal Insurance Enterprises Holdings Ltd
Brown, Lisle/cummings, Inc.
Sky Investment Group LLC
Lecap Asset Management Ltd
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
Element Pointe Advisors, Llc
DnB Asset Management AS
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
Salomon & Ludwin, LLC
Garner Asset Management Corp
Clear Point Advisors Inc.
Kcm Investment Advisors Llc
Cigna Investments Inc /new
Calamos Wealth Management LLC
Values Added Financial LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Atreides Management, LP
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
Nomura Holdings Inc
Leonard Rickey Investment Advisors P.L.L.C.
Acorn Creek Capital Llc
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Wedbush Securities Inc
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
Level Wealth Management LLC
Hilltop National Bank
King Luther Capital Management Corp
AIMZ Investment Advisors, LLC
Hodges Capital Management Inc.
CFO4Life Group, LLC
Academy Capital Management Inc/tx
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
Y.D. More Investments Ltd
Longbow Finance SA
Eley Financial Management, Inc
KKM Financial LLC
Western Pacific Wealth Management, LP
Alpha Omega Wealth Management LLC
Waterloo Capital, L.P.
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
Corps Capital Advisors, LLC
Morgan Stanley
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
Arrowstreet Capital, Limited Partnership
Verition Fund Management LLC
Earnest Partners Llc
Strengthening Families & Communities, LLC
Fiduciary Alliance LLC
Apella Capital, LLC
Pines Wealth Management, LLC
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Family Legacy Financial Solutions, LLC
Burney Co/
StonePine Asset Management Inc.
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
Provident Wealth Management, LLC
Nuveen Core Equity Alpha Fund
Citizens Business Bank
Financial Connections Group, Inc.
Annis Gardner Whiting Capital Advisors, LLC
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
Tsai Capital Corp
RD Lewis Holdings, Inc.
Peak Asset Management, LLC
Sanders Morris Harris Llc
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
Lummis Asset Management, LP
Lowe Brockenbrough & Co Inc
Keystone Wealth Services, LLC
Mascoma Wealth Management LLC
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
Level Four Advisory Services, Llc
Platinum Investment Management Ltd
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
Instrumental Wealth, Llc
Wealth Alliance Advisory Group, LLC
Quantum Private Wealth, LLC
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
Emerald Investment Partners, Llc
Gold Investment Management Ltd.
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
EULAV Asset Management
VAPPX - VALIC Co I - Capital Appreciation Fund
Adviser Investments LLC
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
Ables, Iannone, Moore & Associates, Inc.
Tritonpoint Wealth, Llc
First Long Island Investors, LLC
Providence First Trust Co
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
Renaissance Group Llc
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
DT Investment Partners, LLC
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
Harold Davidson & Associates Inc.
United Bank
Revisor Wealth Management LLC
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
Green Harvest Asset Management LLC
Ostrum Asset Management
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Rathbone Brothers plc
Maryland State Retirement & Pension System
First Hawaiian Bank
Lewis Asset Management, LLC
State Board Of Administration Of Florida Retirement System
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
Handelsbanken Fonder AB
Synergy Financial Group, LTD
Avantax Advisory Services, Inc.
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
Empirical Asset Management, LLC
Jasper Ridge Partners, L.P.
Capital Group Private Client Services, Inc.
Biltmore Family Office, LLC
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
New Century Financial Group, LLC
Amarillo National Bank
Bradley Foster & Sargent Inc/ct
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
Weil Company, Inc.
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
SeaTown Holdings Pte. Ltd.
American Century Companies Inc
First American Bank
CX Institutional
Pineridge Advisors LLC
Cerro Pacific Wealth Advisors LLC
Founders Capital Management
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
Bank Of Nova Scotia
LWM Advisory Services, LLC
Waycross Partners, Llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
Decker Retirement Planning Inc.
Augustine Asset Management Inc
Fairbanks Capital Management, Inc.
Cassia Capital Partners, LLC
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
Triad Wealth Partners, LLC
Sapient Capital Llc
Community Bank & Trust, Waco, Texas
SilverOak Wealth Management LLC
Horizon Financial Services, Llc
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
Vestcor Inc
VMAX - Lattice Strategies Trust - Hartford US Value ETF
Elwood & Goetz Wealth Advisory Group, LLC
Wealthcare Advisory Partners LLC
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
National Pension Service
Savoie Capital LLC
Kennedy Capital Management, Inc.
LGT Financial Advisors LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
Marietta Investment Partners Llc
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
Guardcap Asset Management Ltd
Bristol John W & Co Inc /ny/
Eaton Vance Tax-managed Buy-write Opportunities Fund
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
Strategy Asset Managers Llc
Howe & Rusling Inc
Hancock Whitney Corp
Capital International Ltd /ca/
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
Chapman Financial Group, Llc
Palogic Value Management, L.P.
Richards, Merrill & Peterson, Inc.
Amica Retiree Medical Trust
Richwood Investment Advisors, LLC
Wise Wealth Partners
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Kfg Wealth Management, Llc
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
CMH Wealth Management LLC
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
Nissay Asset Management Corp /japan/ /adv
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
Dakota Wealth Management
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
Wisconsin Capital Management Llc
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
Stonekeep Investments, LLC
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
Lion Street Advisors, LLC
Stonebrook Private Inc.
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
Braun Stacey Associates Inc
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
Covey Capital Advisors, LLC
Mairs & Power Inc
Cozad Asset Management Inc
NEOS Investment Management LLC
Advisory Alpha, LLC
FUKOKU MUTUAL LIFE INSURANCE Co
Willner & Heller, Llc
Phoenix Holdings Ltd.
CBIZ Investment Advisory Services, LLC
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Patton Albertson Miller Group, Llc
Key FInancial Inc
Fortis Capital Advisors, LLC
Oliver Lagore Vanvalin Investment Group
Pathstone Holdings, LLC
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
Belpointe Asset Management LLC
Centaurus Financial, Inc.
Costello Asset Management, INC
Symmetry Investments LP
Brandywine Oak Private Wealth Llc
Winmill & Co. Inc
Nixon Peabody Trust Co
Carret Asset Management, Llc
Partners Wealth Management, Llc
DLK Investment Management, LLC
Nearwater Capital Markets, Ltd
Welch Group, LLC
Vision Capital Management, Inc.
S&co Inc
Sunbeam Capital Management, LLC
Blueshift Asset Management, LLC
Olistico Wealth, LLC
Lester Murray Antman dba SimplyRich
Institute for Wealth Management, LLC.
Tradition Wealth Management, LLC
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
Premier Path Wealth Partners, LLC
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Nova Wealth Management, Inc.
Fidelis Capital Partners, LLC
Berkeley Capital Partners, LLC
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
Price T Rowe Associates Inc /md/
Golden State Wealth Management, LLC
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
Green Square Capital Advisors Llc
Manitou Investment Management Ltd.
Maseco Llp
Mb, Levis & Associates, Llc
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
Global Financial Private Client, LLC
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
Warther Private Wealth, LLC
Fidelity D & D Bancorp Inc
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
Capula Management Ltd
Capital Performance Advisors Llp
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
Brookstone Capital Management
Penobscot Investment Management Company, Inc.
Murphy, Middleton, Hinkle & Parker, Inc.
Palisades Hudson Asset Management, L.P.
Mawer Investment Management Ltd.
Redwood Investments, LLC
Bay Harbor Wealth Management, LLC
Founders Capital Management, Llc
Hemington Wealth Management
Ameritas Investment Partners, Inc.
Bank Of Hawaii
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
Francis Financial, Inc.
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
Blackhill Capital Inc
PrairieView Partners, LLC
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Rainier Family Wealth Inc
1248 Management, LLC
Culbertson A N & Co Inc
Hutchens & Kramer Investment Management Group, LLC
Howard Wealth Management, Llc
Coyle Financial Counsel LLC
Woodline Partners LP
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
Farther Finance Advisors, LLC
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
GFGF - EA Series Trust - Guru Favorite Stocks ETF
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
Bnc Wealth Management, Llc
Cape Investment Advisory, Inc.
Kanawha Capital Management Llc
Argentarii, LLC
Auxano Advisors, LLC
Ti-trust, Inc
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Calamos Advisors LLC
Evolution Advisers, Inc.
UYG - PROSHARES TRUST - ProShares Ultra Financials
Vicus Capital
Roxbury Financial LLC
Raub Brock Capital Management LP
Schear Investment Advisers, LLC
Pandora Wealth, Inc.
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
JustInvest LLC
Financial Network Wealth Management LLC
Valeo Financial Advisors, LLC
Stone House Investment Management, LLC
Obsidian Personal Planning Solutions LLC
Bourne Lent Asset Management Inc
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
VeraBank, N.A.
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
Victory Capital Management Inc
Mattern Wealth Management LLC
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
Impact Partnership Wealth, LLC
Woodward Diversified Capital, Llc
Kerusso Capital Management LLC
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
Truist Financial Corp
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
First Business Financial Services, Inc.
Lincoln Capital LLC
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
First Citizens Bank & Trust Co
LST - Managed Portfolio Series - Leuthold Select Industries ETF
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
Banco Santander, S.A.
Chilton Investment Co Llc
Modus Advisors, LLC
Walter & Keenan Financial Consulting Co /mi/ /adv
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Okabena Investment Services Inc
Ritholtz Wealth Management
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
Fisher Asset Management, LLC
Legal Advantage Investments, Inc.
Blue Chip Partners, Inc.
Pinnacle Wealth Management Advisory Group, LLC
Cadent Capital Advisors, LLC
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Center for Financial Planning, Inc.
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
Pasadena Private Wealth, LLC
Argonautica Private Wealth Management, Inc
Talbot Financial, LLC
PENN SERIES FUNDS INC - International Equity Fund
Accelerate Investment Advisors LLC
Giverny Capital Inc.
Fortress Wealth Group, LLC
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
Voya Financial Advisors, Inc.
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
Capitolis Liquid Global Markets LLC
JDM Financial Group LLC
Gwn Securities Inc.
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
Davis Capital Management
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
Two Sigma Advisers, Lp
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
Evolution Wealth Advisors, LLC
Galvin, Gaustad & Stein, LLC
Ssi Investment Management Llc
First Foundation Advisors
Hallmark Capital Management Inc
Trust Investment Advisors
McDonough Capital Management, Inc
DJE Kapital AG
Vancity Investment Management Ltd
Howard Capital Management Inc.
Pathway Financial Advisers, LLC
Paladin Advisory Group, LLC
Breed's Hill Capital LLC
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
Johnson & White Wealth Management, LLC
Generate Investment Management Ltd
Tokio Marine Asset Management Co Ltd
Clune & Associates, Ltd.
Independent Wealth Network Inc.
Armstrong Advisory Group, Inc
Altshuler Shaham Ltd
Barr E S & Co
Tcfg Wealth Management, Llc
JPL Wealth Management, LLC
Rehmann Capital Advisory Group
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
Montis Financial, LLC
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Fairfield Financial Advisors, LTD
Ethos Financial Group, LLC
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
Northside Capital Management, LLC
M&t Bank Corp
LGT Group Foundation
WFA Asset Management Corp
GRW - TCW ETF Trust - TCW Compounders ETF
Signature Estate & Investment Advisors Llc
Edmond De Rothschild Holding S.a.
Monticello Wealth Management, Llc
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
Kraft, Davis & Associates, LLC
Code Waechter LLC
Colonial Trust Co / SC
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
Group One Trading, L.p.
Somerville Kurt F
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
Wealth Alliance
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
3Chopt Investment Partners, LLC
Charter Trust Co
Asio Capital, LLC
Childress Capital Advisors, Llc
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
Chicago Capital, LLC
Zwj Investment Counsel Inc
Gateway Investment Advisers Llc
Parkside Financial Bank & Trust
IPG Investment Advisors LLC
CHURCHILL MANAGEMENT Corp
Beaumont Financial Advisors, LLC
Winthrop Advisory Group LLC
4J Wealth Management LLC
Stratos Wealth Partners, LTD.
Interval Partners, LP
Sierra Ocean, Llc
Woodmont Investment Counsel Llc
Siemens Fonds Invest GmbH
Tempus Wealth Planning, LLC
Fort Sheridan Advisors Llc
RVRB - ADVISORS SERIES TRUST - Reverb ETF
14B Captial Management LP
Northwest & Ethical Investments L.P.
CTC Alternative Strategies, Ltd.
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Lockerman Financial Group, Inc.
Prism Advisors, Inc.
Claar Advisors LLC
Godsey & Gibb Associates
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
Poehling Capital Management, LLC
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
LaFleur & Godfrey LLC
Chapin Davis, Inc.
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
STXG - EA Series Trust - Strive 1000 Growth ETF
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
Meyer Handelman Co
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
Schechter Investment Advisors, LLC
Infusive Asset Management Inc.
SILVER OAK SECURITIES, Inc
Leelyn Smith, LLC
AustralianSuper Pty Ltd
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Optiver Holding B.V.
WestEnd Advisors, LLC
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
CFS Investment Advisory Services, LLC
RFG - Bristol Wealth Advisors, LLC
Confluence Investment Management Llc
Teachers Retirement System Of The State Of Kentucky
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
Coston, McIsaac & Partners
W.G. Shaheen & Associates DBA Whitney & Co
Stratos Wealth Advisors, LLC
Tiaa Trust, National Association
Castleview Partners, Llc
Sagace Wealth Management LLC
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
Exchange Bank
Israel Discount Bank of New York
Inlet Private Wealth, LLC
Blue Whale Capital LLP
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
Spectrum Wealth Counsel, LLC
Hopwood Financial Services, Inc.
Securian Funds Trust - SFT Index 500 Fund Class 1
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
Innova Wealth Partners
Franklin Street Advisors Inc /nc
Marcum Wealth, LLC
Retirement Planning Co of New England, Inc.
Collective Family Office Llc
Apollon Financial, LLC
Brighton Jones Llc
Thrive Wealth Management, LLC
Kendall Capital Management
Clifford Swan Investment Counsel Llc
Kelly Financial Group Llc
Cibc World Markets Corp
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
Old Second National Bank Of Aurora
BNP Paribas Asset Management Holding S.A.
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
Tompkins Financial Corp
Breakwater Capital Group
West Paces Advisors Inc.
Financial Advisory Partners, Llc
Blume Capital Management, Inc.
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
Northstar Financial Companies, Inc.
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
American Financial Advisors, LLC
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Deroy & Devereaux Private Investment Counsel Inc
General Partner, Inc.
Madison Asset Management, LLC
Encompass More Asset Management
Piscataqua Savings Bank
Smith, Salley & Associates
1 North Wealth Services Llc
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
Seilern Investment Management Ltd
Gillespie Robinson & Grimm Inc
Bank OZK
Intech Investment Management Llc
Summit X, LLC
Gillson Capital LP
Retirement Wealth Solutions LLC
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
Cincinnati Insurance Co
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
Certified Advisory Corp
Greenland Capital Management LP
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
Radnor Capital Management, LLC
Werlinich Asset Management, LLC
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Moser Wealth Advisors, LLC
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
Amplify ETF Trust - Amplify Mobile Payments ETF
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
Insight Advisors, LLC/ PA
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
BLB&B Advisors, LLC
Fagan Associates, Inc.
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
Factory Mutual Insurance Co
Rowland & Co Investment Counsel/adv
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
Klp Kapitalforvaltning As
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
Arvest Investments, Inc.
Argent Advisors, Inc.
Power Wealth Management Llc
KP Management LLC
Twin Lakes Capital Management, LLC
Baker Boyer National Bank
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
Pitti Group Wealth Management, LLC
Strategic Financial Services, Inc,
Syntegra Private Wealth Group, LLC
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
Erste Asset Management GmbH
Alesco Advisors Llc
Merit Financial Group, LLC
PayPay Securities Corp
Czech National Bank
Thornburg Investment Management Inc
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
Van Eck Associates Corp
Baxter Bros Inc
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
Dominguez Wealth Management Solutions, Inc.
Vermillion Wealth Management, Inc.
Highview Capital Management LLC/DE/
Guggenheim Strategic Opportunities Fund
Semmax Financial Advisors Inc.
Umb Bank N A/mo
Argus Investors' Counsel, Inc.
Coastwise Capital Group, LLC
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
KPP Advisory Services LLC
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Bigelow Investment Advisors, LLC
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
Financial Network Wealth Advisors LLC
Nicholas Investment Partners, LP
Point72 (DIFC) Ltd
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
Farmers National Bank
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Kane Investment Management, Inc.
West Branch Capital LLC
Bard Financial Services, Inc.
KRMA - Global X Funds - Global X Conscious Companies ETF
Capital Markets Trading UK LLP
RVW Wealth, LLC
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
Boltwood Capital Management
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
Wendell David Associates Inc
High Note Wealth, LLC
Hobbs Wealth Management, LLC
USA Financial Portformulas Corp
Trust Co Of Virginia /va
Outlook Wealth Advisors, LLC
Wealth Management Associates, Inc.
Captrust Financial Advisors
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
SlateStone Wealth, LLC
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
Wheelhouse Advisory Group LLC
White Knight Strategic Wealth Advisors, LLC
MorganRosel Wealth Management, LLC
Tocqueville Asset Management L.p.
Delos Wealth Advisors, LLC
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
Integral Investment Advisors, Inc.
Chesley Taft & Associates LLC
Nan Shan Life Insurance Co., Ltd.
Credit Agricole S A
Stableford Capital Ii Llc
Valley Brook Capital Group, Inc.
Parallax Volatility Advisers, L.P.
Kornitzer Capital Management Inc /ks
Newman Dignan & Sheerar, Inc.
Dixon Mitchell Investment Counsel Inc.
Archford Capital Strategies, LLC
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
Moloney Securities Asset Management, LLC
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
Fiduciary Group LLC
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
Zuckerman Investment Group, LLC
Balboa Wealth Partners
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
Highline Wealth Partners Llc
Oppenheimer & Co Inc
Fundsmith LLP
E. Ohman J:or Asset Management AB
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
O'shaughnessy Asset Management, Llc
TruWealth Advisors, LLC
Park Capital Management, LLC / WI
Principle Wealth Partners Llc
BlackDiamond Wealth Management Inc.
Potomac Fund Management Inc /adv
Jensen Investment Management Inc
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
Black Diamond Financial, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Hall Capital Management Co Inc
Central Pacific Bank - Trust Division
Broderick Brian C
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
United Community Bank
VestGen Advisors, LLC
Horizon Kinetics Asset Management Llc
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Affinity Wealth Management Llc
Adage Capital Partners Gp, L.l.c.
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Agur Provident & Training Funds Management Ltd
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
Strategic Advisors LLC
Oak Harbor Wealth Partners, Llc
Orion Portfolio Solutions, LLC
Tanglewood Legacy Advisors, LLC
Fiera Capital Corp
Universal- Beteiligungs- und Servicegesellschaft mbH
Catalyst Private Wealth, Llc
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
Grayhawk Investment Strategies Inc.
Parkworth Wealth Management, Inc.
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
Lynx Investment Advisory
Brown Miller Wealth Management, LLC
Custom Index Systems, Llc
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
Vista Wealth Management Group, LLC
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
Carrera Capital Advisors
Cahaba Wealth Management, Inc.
Strategic Global Advisors, LLC
Resources Investment Advisors, LLC.
Boston Family Office Llc
Dale Q Rice Investment Management Ltd
Old North State Trust, LLC
Smartleaf Asset Management LLC
Legacy Investment Solutions, LLC
ExodusPoint Capital Management, LP
BIP Alliance, LLC
Ballentine Partners, LLC
Gavilan Investment Partners LLC
Dudley Capital Management, Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
Treasurer of the State of North Carolina
Sowell Financial Services LLC
Private Advisor Group, LLC
Perkins Coie Trust Co
Janus Henderson Group Plc
Lansforsakringar Fondforvaltning AB (publ)
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
Hartford Financial Management Inc.
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
TCP Asset Management, LLC
Jefferies Financial Group Inc.
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
Skye Global Management LP
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Allworth Financial LP
Profunds - Profund Vp Ultrabull
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
EHP Funds Inc.
Capital Management Corp /va
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
Nuveen Multi-Asset Income Fund
Nvwm, Llc
Caldwell Securities, Inc
Evolution Wealth Management Inc.
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
Americana Partners, LLC
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
REAP Financial Group, LLC
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
Schonfeld Strategic Advisors LLC
Fourth Dimension Wealth, LLC
Hickory Point Bank & Trust
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
Commonwealth Financial Services, LLC
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
GHP Investment Advisors, Inc.
Dupont Capital Management Corp
Financial Security Advisor, Inc.
IXG - iSHARES TRUST - iShares Global Financials ETF
Castleark Management Llc
TFR Capital, LLC.
J.Safra Asset Management Corp
Fort Washington Investment Advisors Inc /oh/
Financial Advisors Network, Inc.
Quest 10 Wealth Builders, Inc.
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
Lynch Asset Management, Inc.
180 Wealth Advisors, Llc
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
Strong Tower Advisory Services
Ibex Wealth Advisors
FT Vest Hedged Equity Income Fund: Series A3
Kilter Group LLC
ESG Planning
Angeles Wealth Management, Llc
Jupiter Wealth Management LLC
Letson Investment Management, Inc.
Abound Wealth Management
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
Berkeley, Inc
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
Pensionfund Sabic
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Utah Retirement Systems
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
Rockefeller Capital Management L.P.
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
Bearing Point Capital, Llc
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
Investment Research & Advisory Group, Inc.
Portfolio Strategies, Inc.
Bolthouse Investments, LLC
MASTERINVEST Kapitalanlage GmbH
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
Bell Investment Advisors, Inc
Bey-Douglas LLC
Ritter Daniher Financial Advisory LLC / DE
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
Rivulet Capital, Llc
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
RiverPark Advisors, LLC
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Oak Ridge Investments Llc
Lakeside Advisors, INC.
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
Orleans Capital Management Corp/la
Fortem Financial Group, Llc
Genus Capital Management Inc.
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
Ycg, Llc
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
Trinity Financial Advisors LLC
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
Brown Shipley& Co Ltd
Pointe Capital Management LLC
Firethorn Wealth Partners, Llc
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
Arcus Capital Partners, LLC
Cove Private Wealth, LLC
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
Hill Island Financial Llc
Gilliland Jeter Wealth Management LLC
Cm Wealth Advisors Llc
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
Nishkama Capital, LLC
Keeler & Nadler Financial Planning & Wealth Management
Blue Bell Private Wealth Management, Llc
Intellectus Partners, LLC
Fulton Breakefield Broenniman Llc
Everett Harris & Co /ca/
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
Paradigm Financial Partners, Llc
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
Heathbridge Capital Management Ltd.
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
Sagespring Wealth Partners, Llc
Oberweis Asset Management Inc/
Jag Capital Management, Llc
Hanson & Doremus Investment Management
Ironvine Capital Partners, LLC
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
Christopher J. Hasenberg, Inc
Jacobsen Capital Management
First Heartland Consultants, Inc.
Onefund, Llc
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
Venture Visionary Partners LLC
Financiere des Professionnels - Fonds d,investissement inc.
Horizon Bancorp Inc /in/
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
CLARET ASSET MANAGEMENT Corp
Flossbach Von Storch Ag
Cullen Investment Group, Ltd.
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
Consolidated Capital Management, Llc
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
Commonwealth Retirement Investments LLC
West Family Investments, Inc.
Fortis Advisors, LLC
Dana Investment Advisors, Inc.
Drake & Associates, LLC
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
Securian Funds Trust - SFT Ivy Growth Fund
Redmond Asset Management, LLC
Jfs Wealth Advisors, Llc
Soroban Capital Partners LP
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
Guerra Pan Advisors, Llc
Lutz Financial Services LLC
Mattern Capital Management, Llc
S.E.E.D. Planning Group LLC
Reliant Investment Management, LLC
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
Equitable Holdings, Inc.
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
Palo Ds Manager Llc
Bank Of Montreal /can/
Cannon Advisors, Inc.
Wilkins Investment Counsel Inc
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
VisionPoint Advisory Group, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
JTC Employer Solutions Trusteee Ltd
Wealthstream Advisors, Inc.
Helium Advisors LLC
State of New Jersey Common Pension Fund D
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
Richardson Financial Services Inc.
Vermillion & White Wealth Management Group, LLC
Mbb Public Markets I Llc
RiverFront Investment Group, LLC
Polar Asset Management Partners Inc.
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Two Creeks Capital Management, LP
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
Sumitomo Mitsui Financial Group, Inc.
Bank & Trust Co
Cardinal Strategic Wealth Guidance
EverSource Wealth Advisors, LLC
Red Door Wealth Management, LLC
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
Total Clarity Wealth Management, Inc.
Prime Capital Investment Advisors, LLC
Legal & General Group Plc
Stephenson National Bank & Trust
Zurich Insurance Group Ltd/FI
OneAscent Financial Services LLC
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
Supplemental Annuity Collective Trust of NJ
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
BTC Capital Management, Inc.
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
FSM Wealth Advisors, LLC
Aspiriant, Llc
Journey Strategic Wealth Llc
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
Rosenberg Matthew Hamilton
We Are One Seven, LLC
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Capital Management Associates, Inc
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
FT Vest Hedged Equity Income Fund: Series A2
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
Pacific Center for Financial Services
Temasek Holdings (Private) Ltd
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
ELCO Management Co., LLC
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
Ogorek Anthony Joseph /ny/ /adv
Goldman Sachs Group Inc
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
Sound Income Strategies, LLC
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
Compass Capital Management, Inc
Gulf International Bank (UK) Ltd
Matthew 25 Management Corp
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Carnegie Capital Asset Management, LLC
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
Junto Capital Management LP
World Equity Group, Inc.
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
Williams Jones Wealth Management, LLC.
Sage Private Wealth Group, Llc
Boit C F David
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
U.S. Capital Wealth Advisors, LLC
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
Postrock Partners Llc
Becker Capital Management Inc
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
Fundamentun, Llc
Thames Capital Management Llc
Citizens Financial Group Inc/ri
Sagard Holdings Management Inc.
Akre Capital Management Llc
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
Warren Street Wealth Advisors, LLC
Atwater Malick LLC
Delta Financial Group, Inc.
Crossmark Global Holdings, Inc.
Waterfront Wealth Inc.
M. Kraus & Co
CoreFirst Bank & Trust
Schwerin Boyle Capital Management Inc
Alpha Family Trust
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
Redwood Park Advisors LLC
Enterprise Bank & Trust Co
X-Square Capital, LLC
Harvey Capital Management Inc
Exencial Wealth Advisors, Llc
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
Absolute Capital Management, LLC
B & T Capital Management DBA Alpha Capital Management
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
Banque Transatlantique SA
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
1776 Wealth LLC
BlackRock ESG Capital Allocation Trust
Sterling Investment Counsel, LLC
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
California Public Employees Retirement System
Millington Financial Advisors, LLC
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Katamaran Capital LLP
Sittner & Nelson, Llc
Rational Advisors Llc
Colonial Trust Advisors
Family Management Corp
Miller Financial Services LLC
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
Avion Wealth
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
Sit Investment Associates Inc
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
Tactive Advisors, LLC
Aqr Capital Management Llc
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
Moors & Cabot, Inc.
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
Keyvantage Wealth, Llc
Vestor Capital, Llc
Credential Securities Inc.
Unigestion Holding SA
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
Paradigm Asset Management Co Llc
Accredited Wealth Management, LLC
Boomfish Wealth Group, LLC
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
Empower Advisory Group, LLC
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Connable Office Inc
Geneos Wealth Management Inc.
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
Tiemann Investment Advisors, Llc
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
Russell Investments Group, Ltd.
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
Patten & Patten Inc/tn
Forte Capital Llc /adv
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Rockbridge Capital Management LLC
Emerald Advisors, LLC
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
Sterling Capital Management LLC
Wealth Dimensions Group, Ltd.
Ubs Asset Management Americas Inc
Oakworth Capital, Inc.
Cyrus J. Lawrence, LLC
Diversified Enterprises, LLC
D'Orazio & Associates, Inc.
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
Bullseye Investment Management, LLC
GFG Capital, LLC
Valley National Advisers Inc
Change Path, LLC
Advanced Asset Management Advisors Inc
Oxford Asset Management Llp
Processus Wealth & Capital Management, LLC
Motley Fool Asset Management LLC
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
Delta Global Management LP
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
Samalin Investment Counsel, LLC
Aquamarine Zurich AG
Able Wealth Management LLC
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
Summit Asset Management, LLC
Westwood Holdings Group Inc
Matauro, Llc
Swiss National Bank
Greenleaf Trust
IHT Wealth Management, LLC
North Ridge Wealth Advisors, Inc.
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
LJI Wealth Management, LLC
Scarborough Advisors, LLC
Sora Investors Llc
Reuter James Wealth Management, Llc
Bleakley Financial Group, LLC
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
LifePlan Investment Advisors, Inc.
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
Motive Wealth Advisors
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
D. E. Shaw & Co., Inc.
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
Sand Hill Global Advisors, LLC
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
Private Management Group Inc
Smith Shellnut Wilson Llc /adv
Chesapeake Wealth Management
South Street Advisors LLC
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
CWA Asset Management Group, LLC
Perpetual Ltd
Ameliora Wealth Management Ltd.
Strs Ohio
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
Ccg Wealth Management, Llc
SP Asset Management LLC
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
NovaPoint Capital, LLC
Monetary Management Group Inc
Citadel Advisors Llc
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
Reynders McVeigh Capital Management, LLC
WealthTrak Capital Management LLC
Heartland Bank & Trust Co
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
Oak Harvest Investment Services
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
Meeder Asset Management Inc
Mayfair Advisory Group, LLC
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
Trustmark National Bank Trust Department
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
M. Kulyk & Associates, LLC
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
DeDora Capital, Inc.
Riversedge Advisors, Llc
Kondo Wealth Advisors, Inc.
Midland Wealth Advisors Llc
Clifford Group, LLC
Synergy Financial Management, LLC
Connor, Clark & Lunn Investment Management Ltd.
Washington Trust Bank
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
Wedmont Private Capital
von Borstel & Associates, Inc.
Sargent Investment Group, LLC
Journey Advisory Group, LLC
Xponance, Inc.
Rothschild & Co Wealth Management UK Ltd
Game Plan Financial Advisors, LLC
Nomura Asset Management Co Ltd
Altfest L J & Co Inc
Impact Capital Partners LLC
Morton Brown Family Wealth, LLC
Levin Capital Strategies, L.p.
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Peapack Gladstone Financial Corp
Csenge Advisory Group
Mackenzie Financial Corp
Alteri Wealth LLC
K.J. Harrison & Partners Inc
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
Archon Partners LLC
Carmignac Gestion
Healthcare Of Ontario Pension Plan Trust Fund
Crew Capital Management, Ltd.
New York State Teachers Retirement System
Clear Creek Financial Management, LLC
Korea Investment CORP
Principia Wealth Advisory, LLC
Comerica Bank
Cambridge Investment Research Advisors, Inc.
IFG Advisors, LLC
Bell Asset Management Ltd
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
Redmont Wealth Advisors Llc
Hofer & Associates. Inc
Sherman Asset Management, Inc.
Symphony Financial, Ltd. Co.
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
Bretton Capital Management, LLC
Aries Wealth Management
Sonora Investment Management Group, LLC
Callan Family Office, LLC
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
HORAN Wealth, LLC
Park Edge Advisors, LLC
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
BlackRock, Inc.
Range Financial Group LLC
Safeguard Investment Advisory Group, LLC
Berkshire Hathaway Inc
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
Boston Common Asset Management, LLC
Moore Capital Management, Lp
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
Quantitative Investment Management, LLC
Intelligent Financial Strategies
Evelyn Partners Investment Management Services Ltd
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Lantern Wealth Advisors, LLC
Elser Financial Planning, Inc
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Varma Mutual Pension Insurance Co
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
Maytus Capital Management, LLC
Sharp Financial Services, LLC
Arlington Trust Co LLC
Capital World Investors
Weatherly Asset Management L. P.
Citadel Investment Advisory, Inc.
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
Sound View Wealth Advisors Group, LLC
RMB Capital Management, LLC
Flagship Harbor Advisors, Llc
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
Principal Financial Group Inc
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
Webster Bank, N. A.
Rakuten Investment Management, Inc.
LPL Financial LLC
Assetmark, Inc
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF
Defined Financial Planning LLC
Financial Enhancement Group LLC
FT Vest Hedged Equity Income Fund: Series B1
Atlas Capital Advisors Llc
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Mirova
GPS Wealth Strategies Group, LLC
Seascape Capital Management
Sawgrass Asset Management Llc
Marathon Asset Mgmt Ltd
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
TXUG - Thornburg ETF Trust - Thornburg International Growth ETF
Assenagon Asset Management S.A.
Yukon Wealth Management, Inc.
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
Titleist Asset Management, Llc
Atlas Brown,Inc.
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
Comgest Global Investors S.a.s.
Amussen Hunsaker Associates Llc
Louisbourg Investments Inc.
Integrity Alliance, Llc.
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
Charles Schwab Investment Management Inc
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
Heritage Investment Group, Inc.
Pfc Capital Group, Inc.
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
Balentine LLC
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
Sendero Wealth Management, LLC
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
GeoWealth Management, LLC
Darden Wealth Group Inc
Value Partners Investments Inc.
Glenmede Trust Co Na
JT Stratford LLC
Heck Capital Advisors, LLC
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
Kohmann Bosshard Financial Services, LLC
Harel Insurance Investments & Financial Services Ltd.
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
LKEQX - LKCM Funds - LKCM Equity Fund
Blue Fin Capital, Inc.
ACVF - ETF Opportunities Trust - American Conservative Values ETF
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
Money Concepts Capital Corp
Threadgill Financial, Llc
MSH Capital Advisors LLC
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF
Tower Research Capital LLC (TRC)
New Hampshire Trust
Beverly Hills Private Wealth, LLC
Gilman Hill Asset Management, LLC
Elefante Mark B
Duncan Williams Asset Management, LLC
E&G Advisors, LP
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
BOS Asset Management, LLC
Montrusco Bolton Investments Inc.
Kentucky Retirement Systems
Baker Avenue Asset Management, LP
Humankind Benefit Corp - Humankind US Stock ETF
Chemung Canal Trust Co
Planned Solutions, Inc.
Verum Partners LLC
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
Great Lakes Retirement, Inc.
Contravisory Investment Management, Inc.
Regent Peak Wealth Advisors LLC
Madison Park Capital Advisors, LLC
Putney Financial Group LLC
Entropy Technologies, LP
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
Bank of New Hampshire
TB Capital Gestao de Recursos Ltda.
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Weitz Investment Management, Inc.
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
Keybank National Association/oh
MRP Capital Investments, LLC
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
Sandbox Financial Partners, LLC
Financial Symmetry Inc
Ubs Oconnor Llc
Rafferty Asset Management, LLC
Gsa Capital Partners Llp
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Montecito Bank & Trust
Crescent Sterling, Ltd.
Santa Monica Partners Lp
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
Banco de Sabadell, S.A
Impax Asset Management Group plc
Triodos Investment Management BV
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
Sierra Capital LLC
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
Schaper Benz & Wise Investment Counsel Inc/wi
Lido Advisors, LLC
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
M3 Advisory Group, LLC
Consolidated Portfolio Review Corp
Virtue Capital Management, LLC
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
Dundas Partners LLP
Northcape Wealth Management, Llc
Pinnacle Holdings, LLC
Topsail Wealth Management, LLC
Lee Danner & Bass Inc
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
Northwestern Mutual Investment Management Company, Llc
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
Natural Investments, Llc
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
HMS Capital Management, LLC
Wellington Shields Capital Management, LLC
Limestone Investment Advisors LP
MJT & Associates Financial Advisory Group, Inc.
Intrust Bank Na
Curio Wealth, Llc
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
Shorepoint Capital Partners LLC
Heartwood Wealth Advisors LLC
Uniting Wealth Partners, LLC
Strategic Investment Advisors / MI
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
Root Financial Partners, LLC
AOTG - EA Series Trust - AOT Growth and Innovation ETF
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Westover Capital Advisors, LLC
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
Canandaigua National Trust Co of Florida
Old Port Advisors
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Fortune Financial Advisors, LLC
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
Centric Wealth Management
Global Retirement Partners, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
Papamarkou Wellner Asset Management inc.
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
McIlrath & Eck, LLC
Conway Capital Management, Inc.
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
Keebeck Wealth Management, LLC
Cypress Capital, LLC
Jackson Thornton Asset Management, Llc
Staley Capital Advisers Inc
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
Sciencast Management LP
Thurston, Springer, Miller, Herd & Titak, Inc.
Dai-Ichi Life Insurance Company, Ltd
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
Burke & Herbert Bank & Trust Co
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
Lavaca Capital Llc
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
Agf Management Ltd
River Wealth Advisors LLC
WT Wealth Management
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
Prescott Group Capital Management, L.l.c.
Amica Mutual Insurance Co
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
Courier Capital Llc
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
Hartford Funds Management Co LLC
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
Bremer Bank National Association
Alphinity Investment Management Pty Ltd
Claris Financial LLC
Fred Alger Management, Llc
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Worth Financial Advisory Group, LLC
Oarsman Capital, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
West Bancorporation Inc
Paul Damon & Associates, Inc.
Kampmann Melissa S.
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
Northstar Asset Management Llc
Patriot Financial Group Insurance Agency, LLC
Sig Brokerage, Lp
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Wesleyan Assurance Society
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
City State Bank
Smithbridge Asset Management Inc/de
Luts & Greenleigh Group, Inc
Moss Adams Wealth Advisors LLC
Valued Retirements, Inc.
MOKAN Wealth Management Inc.
Coastline Trust Co
Integrated Capital Management, LLC
Trust Co Of Vermont
Paulson Wealth Management Inc.
Sumitomo Mitsui DS Asset Management Company, Ltd
Quotient Wealth Partners, LLC
Parthenon Llc
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
HighPoint Advisor Group LLC
Vance Wealth, Inc.
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
Simplex Trading, Llc
Strathmore Capital Advisors, Inc.
My Legacy Advisors, LLC
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
Midwest Financial Group LLC
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
Nadler Financial Group, Inc.
NewEdge Wealth, LLC
R.H. Investment Group, LLC
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
Herold Advisors, Inc.
Huber Capital Management LLC
Wealth Advisory Solutions, LLC
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
Ninety One North America, Inc.
Kozak & Associates, Inc.
Hudson Bay Capital Management LP
BancorpSouth Bank
Baldwin Brothers Inc/ma
Whalen Wealth Management Inc.
Evelyn Partners Investment Management (Europe) Ltd
Catalina Capital Group, LLC
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
Spears Abacus Advisors LLC
Brown Brothers Harriman & Co
Brady Martz Wealth Solutions, LLC
Summit Wealth & Retirement Planning, Inc.
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
Dearborn Partners Llc
Oakmont Corp
Yeomans Consulting Group, Inc.
Sage Rhino Capital Llc
Asset Management One Co., Ltd.
Elyxium Wealth, LLC
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
BlueSky Wealth Advisors, LLC
Mountain Capital Investment Advisors, Inc
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
Vigilare Wealth Management
Kaydan Wealth Management, Inc.
Precedent Wealth Partners, Llc
Client 1st Advisory Group, Llc
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
Mainstream Capital Management LLC
Cadinha & Co Llc
Cullinan Associates Inc
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Liberty All Star Equity Fund
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
Nepsis, Inc.
Tsfg, Llc
Durante & Waters, Llc
TD Capital Management LLC
Trifecta Capital Advisors, LLC
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
Legacy Private Trust Co.
Pinnacle Associates Ltd
Ntv Asset Management Llc
Kestra Private Wealth Services, Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
Avenir Corp
WCG Wealth Advisors LLC
Portland Investment Counsel Inc.
Mayflower Financial Advisors, LLC
ASB Consultores, LLC
Cornerstone Planning, LLC
Pacer Advisors, Inc.
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
Epoch Investment Partners, Inc.
Financial Perspectives, Inc
Snowden Capital Advisors LLC
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
Elgethun Capital Management
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
Pinnacle Wealth Planning Services, Inc.
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
Spirit Of America Management Corp/ny
PAX Financial Group, LLC
Wealth Effects Llc
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
Atlantic Union Bankshares Corp
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
Tidemark, LLC
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Fragasso Group Inc.
Hall Laurie J Trustee
1832 Asset Management L.P.
Lipe & Dalton
St Germain D J Co Inc
Stiles Financial Services Inc
Runnymede Capital Advisors, Inc.
Inkwell Capital Llc
BluePointe Capital Management, LLC
Markel Corp
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
HighVista Strategies LLC
Centennial Wealth Advisory LLC
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
Snyder Capital Management L P
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
Winnow Wealth Llc
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
Orgel Wealth Management, LLC
Adell Harriman & Carpenter Inc
Kovack Advisors, Inc.
Generali Asset Management SPA SGR
Rench Wealth Management, Inc.
Fruth Investment Management
Horan Capital Advisors, LLC.
Peregrine Capital Management Llc
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
Rothschild Capital Partners, LLC
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
Hemenway Trust Co LLC
Borer Denton & Associates, Inc.
Howard Financial Services, Ltd.
Scholtz & Company, Llc
Advanced Series Trust - Ast Advanced Strategies Portfolio
Persium Advisors, LLC
Hillman Co
NorthCrest Asset Manangement, LLC
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
Westhampton Capital, LLC
Intrinsic Value Partners, LLC
WESPAC Advisors, LLC
Jacobi Capital Management LLC
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
Voloridge Investment Management, Llc
China Universal Asset Management Co., Ltd.
Monograph Wealth Advisors, Llc
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
Ami Asset Management Corp
Sandy Spring Bank
Sanibel Captiva Trust Company, Inc.
American National Bank
Gts Securities Llc
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
Warwick Investment Management, Inc.
DekaBank Deutsche Girozentrale
MXXVX - Matthew 25 Fund - Matthew 25 Fund
WealthCollab, LLC
Evergreen Capital Management Llc
Simon Quick Advisors, Llc
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
Delta Asset Management Llc/tn
Novare Capital Management Llc
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
Prosperitas Financial LLC
Intelligence Driven Advisers, LLC
Chapman Investment Management, LLC
Forza Wealth Management, LLC
Beach Investment Counsel Inc/pa
PMV Capital Advisers, LLC
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Wincap Financial Llc
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
Paragon Private Wealth Management, LLC
Creekmur Asset Management LLC
Silvant Capital Management LLC
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
Bill Few Associates, Inc.
Harbor Advisors LLC
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
Bank of New York Mellon Corp
OMC Financial Services LTD
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
SGL Investment Advisors, Inc.
Stenger Family Office, LLC
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
OEF - iSHARES TRUST - iShares S&P 100 ETF
Meritage Portfolio Management
Bridgeway Capital Management Inc
Capital Advisors Inc/ok
RB Capital Management, LLC
Wedgewood Investors Inc /pa/
Investment Advisory Group, LLC
M&G Plc
Shelton Capital Management
Lockheed Martin Investment Management Co
Correct Capital Wealth Management
Icon Advisers Inc/co
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
Annex Advisory Services, LLC
Penn Davis Mcfarland Inc
Amplify ETF Trust - Amplify AI Powered Equity ETF
Hillsdale Investment Management Inc.
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
Us Financial Advisors, Llc
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
David R. Rahn & Associates Inc.
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
International Assets Investment Management, Llc
Cornell Pochily Investment Advisors, Inc.
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
Rsm Us Wealth Management Llc
Trust Asset Management LLC
Farallon Capital Management Llc
Bayesian Capital Management, LP
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
Chicago Wealth Management, Inc.
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
CVA Family Office, LLC
Prelude Capital Management, Llc
Klingenstein Fields & Co Lp
Marble Harbor Investment Counsel, LLC
Soundwatch Capital LLC
Swan Global Investments, LLC
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Simmons Bank
Capital Insight Partners, Llc
Texas Capital Bancshares Inc/tx
Waters Parkerson & Co., Llc
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
Umpqua Bank
Wrapmanager Inc
Whelan Financial
Riverwater Partners LLC
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
AMCPX - AMCAP FUND - AMCAP FUND Class A
Ossiam
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Allen Investment Management LLC
Ownership Capital B.V.
Harris Associates L P
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
Atria Investments Llc
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
Meridian Investment Counsel Inc.
Texas Capital Bank Wealth Management Services Inc
Raymond James Financial Inc
Aviso Financial Inc.
VEGN - ETF Series Solutions - US Vegan Climate ETF
Canada Post Corp Registered Pension Plan
Cambiar Investors Llc
Applied Finance Capital Management, LLC
Aua Capital Management, Llc
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
Keel Point, LLC
Main Street Research LLC
Cetera Investment Advisers
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
Dorsey & Whitney Trust CO LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
MidWestOne Financial Group, Inc.
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
ICONIQ Capital, LLC
Godshalk Welsh Capital Management, Inc.
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
Revolve Wealth Partners, LLC
Mission Wealth Management, Lp
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
Mitchell & Pahl Private Wealth, Llc
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
ROI Financial Advisors, LLC
Clg Llc
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
RMR Wealth Builders
Ariadne Wealth Management, LP
Kera Capital Partners, Inc.
Liberty Capital Management, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Newport Capital Group, LLC
Greenwich Wealth Management LLC
Gitterman Wealth Management, LLC
Munro Partners
Enterprise Financial Services Corp
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
Horizon Investment Services, LLC
RDA Financial Network
Kathmere Capital Management, LLC
Financial Advisory Corp /ut/ /adv
Sax Wealth Advisors, Llc
Symphony Financial Services, Inc.
Atalan Capital Partners, LP
Kemnay Advisory Services Inc.
Rhumbline Advisers
Gabelli Funds Llc
Gould Asset Management Llc /ca/
Signal Advisors Wealth, LLC
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
Massachusetts Financial Services Co /ma/
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
Tobias Financial Advisors, Inc.
First American Trust, Fsb
Crystal Rock Capital Management
Congress Wealth Management LLC / DE /
UMA Financial Services, Inc.
Dynamic Wealth Strategies, LLC
Dimensional Fund Advisors Lp
Trust Co
Trueblood Wealth Management, LLC
Ashton Thomas Private Wealth, LLC
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
Reliant Investment Partners, LLC
Strategic Family Wealth Counselors, L.L.C.
Foster & Motley Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
Crestmont Private Wealth LLC
Secure Asset Management, LLC
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
Alexander Labrunerie & Co., Inc.
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
Ingalls & Snyder Llc
Actiam N.v.
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
Adirondack Trust Co
Pnc Financial Services Group, Inc.
Birch Hill Investment Advisors LLC
Sutton Place Investors Llc
BCJ Capital Management, LLC
Schroder Investment Management Group
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
Regal Investment Advisors LLC
BFOR - ALPS ETF Trust - Barron's 400 ETF
Moody National Bank Trust Division
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
Altman Advisors, Inc.
Bowie Capital Management, LLC
Capital Investment Advisory Services, LLC
Lifelong Wealth Advisors, Inc.
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
Davidson Trust Co
Howland Capital Management Llc
Financial Council Asset Management Inc
Invst, LLC
Curated Wealth Partners LLC
XTX Topco Ltd
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
Columbus Hill Capital Management, L.P.
Candriam Luxembourg S.C.A.
Bellevue Asset Management, Llc
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
Gilbert & Cook, Inc.
Lincoln Capital Corp
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
Cyndeo Wealth Partners, LLC
Harbour Investments, Inc.
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
McAdam, LLC
Ensign Peak Advisors, Inc
Meriwether Wealth & Planning, LLC
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
Advisors Capital Management, LLC
Promethium Advisors,llc
Arjuna Capital
London & Capital Asset Management Ltd
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
Fft Wealth Management Llc
Tamar Securities, LLC
GKV Capital Management Co., Inc.
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
VLCGX - VALIC Co I - Large Capital Growth Fund
Magnolia Private Wealth, LLC
Cape Ann Savings Bank
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
Progressive Investment Management Corp
PUREfi Wealth, LLC
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
Engineers Gate Manager LP
AIA Group Ltd
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
Brown Capital Management Llc
Pin Oak Investment Advisors Inc
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
Harbor Group, Inc.
Three Seasons Wealth, LLC
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
Mariner, LLC
Allstate Corp
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
TFG Advisers LLC
GAM Holding AG
William Allan, Llc
Atticus Wealth Management, Llc
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
Globeflex Capital L P
Meridian Wealth Partners, LLC
Silvercrest Asset Management Group Llc
Catalyst Capital Advisors LLC
Missouri Trust & Investment Co
Intermede Investment Partners Ltd
KBC Group NV
Silicon Valley Capital Partners
Salem Investment Counselors Inc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Baron Wealth Management LLC
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
GSB Wealth Management, LLC
Plante Moran Financial Advisors, LLC
MEMBERS Trust Co
Verus Capital Partners, Llc
Ronald Blue Trust, Inc.
Farmers & Merchants Trust Co of Chambersburg PA
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Sepio Capital, LP
FT Vest Total Return Income Fund: Series A4
Greenup Street Wealth Management Llc
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Sumitomo Life Insurance Co
Convergence Financial, LLC
Saiph Capital, LLC
Cvfg Llc
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
Lountzis Asset Management, Llc
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
Napatree Capital Llc
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Gryphon Financial Partners LLC
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
Chung Wu Investment Group, LLC
Mitchell Mcleod Pugh & Williams Inc
UBS Group AG
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
Lbmc Investment Advisors, Llc
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
Willis Investment Counsel
AlphaStar Capital Management, LLC
Mowery & Schoenfeld Wealth Management, LLC
Pacitti Group Inc.
AdvisorShares Investments LLC
Sterling Investment Advisors, Ltd.
FLC Capital Advisors
Bridger Management, Llc
Proficio Capital Partners LLC
Flagstone Financial Management
Crestwood Advisors Group LLC
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
McGowan Group Asset Management, Inc.
Retirement Systems of Alabama
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
Hsbc Holdings Plc
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
Walled Lake Planning & Wealth Management, Llc
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
Cynosure Management, Llc
Stewardship Advisors, LLC
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Susquehanna Fundamental Investments, Llc
Proathlete Wealth Management Llc
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
Maia Wealth LLC
Cottonwood Capital Advisors, Llc
Hudock, Inc.
Ascent Capital Management, LLC
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Equitable Trust Co
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
ABIG - EA Series Trust - Argent Large Cap ETF
Aprio Wealth Management, LLC
VCI Wealth Management LLC
Citizens National Bank Trust Department
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
Shepherd Financial Partners LLC
Painted Porch Advisors LLC
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
Five Oceans Advisors
FIL Ltd
Duncker Streett & Co Inc
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
Chicago Partners Investment Group LLC
Cantor Fitzgerald Investment Adviser L.p.
LM Advisors LLC
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
Means Investment Co., Inc.
Wallace Advisory Group, LLC
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Valmark Advisers, Inc.
CIBC Private Wealth Group, LLC
Spirepoint Private Client, Llc
Boothbay Fund Management, Llc
Canada Pension Plan Investment Board
Chancellor Financial Group WB LP
Stamos Capital Partners, L.p.
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Inscription Capital, LLC
Bank of Jackson Hole Trust
Resonant Capital Advisors, LLC
Cape Cod Five Cents Savings Bank
Murphy & Mullick Capital Management Corp
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Country Club Bank /gfn
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
Sei Investments Co
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
POM Investment Strategies, LLC
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
Panoramic Capital Partners, LLC
Advyzon Investment Management, LLC
Bridgefront Capital, LLC
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
Flagship Wealth Advisors, Llc
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
Mjp Associates Inc /adv
Strait & Sound Wealth Management LLC
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
OV Management LLC
Tectonic Advisors Llc
Spectrum Wealth Advisory Group, LLC
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
Buckley Wealth Management, LLC
Kanen Wealth Management LLC
Boreal Capital Management LLC
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
Welch & Forbes Llc
Core Wealth Partners LLC
Obermeyer Wood Investment Counsel, Lllp
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
Cfm Wealth Partners Llc
William Blair Investment Management, Llc
Intergy Private Wealth, LLC
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
Valued Wealth Advisors LLC
Mizuho Markets Americas Llc
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
RKL Wealth Management LLC
Jaffetilchin Investment Partners, LLC
Jackson Square Capital, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
Readystate Asset Management Lp
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
CENTRAL TRUST Co
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
Cambridge Financial Group, Inc.
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
Oxbow Advisors, LLC
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
Jones Financial Companies Lllp
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
AlphaCore Capital LLC
Violich Capital Management, Inc.
MML SERIES INVESTMENT FUND - MML Global Fund Class I
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
Sivia Capital Partners, LLC
Nvest Financial, LLC
Robertson Stephens Wealth Management, LLC
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
United Capital Financial Advisers, Llc
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
Robinson Smith Wealth Advisors Llc
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
Capital Group Investment Management Pte. Ltd.
Alpine Woods Capital Investors, Llc
Carolina Wealth Advisors, LLC
Brookwood Investment Group LLC
Frank, Rimerman Advisors LLC
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
PENN SERIES FUNDS INC - Large Core Growth Fund
Hilltop Holdings Inc.
Patron Partners Advisors, Llc
Orion Capital Management LLC
University Of Texas/texas Am Investment Managment Co
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
Traphagen Investment Advisors Llc
Morris Financial Concepts, Inc.
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Qtron Investments LLC
Freedom Day Solutions, LLC
apricus wealth, LLC
NS Partners Ltd
Wick Capital Partners, LLC
Pcg Asset Management, Llc
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
Acropolis Investment Management, LLC
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
Washington Trust Advisors, Inc.
Teewinot Capital Advisers, L.L.C.
KC Investment Advisors, LLC
Steinberg Asset Management Llc
Salvus Wealth Management, LLC
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
Quent Capital, LLC
Hobart Private Capital, LLC
H&H Retirement Design & Management INC
CIBC Asset Management Inc
Choate Investment Advisors
Laurion Capital Management LP
Mill Creek Capital Advisors, LLC
Twin Peaks Wealth Advisors, LLC
GGM Financials LLC
Glass Jacobson Investment Advisors llc
Stonehage Fleming Financial Services Holdings Ltd
Atlas Wealth Partners, LLC
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
Citigroup Inc
Avidian Wealth Solutions, LLC
Savvy Advisors, Inc.
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
RWM Asset Management, LLC
Castle Wealth Management Llc
Signaturefd, Llc
17 Capital Partners, Llc
Par Capital Management Inc
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
Drive Wealth Management, Llc
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
HMV Wealth Advisors, LLC
Federated Hermes, Inc.
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
HighMark Wealth Management LLC
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
Lombard Odier Asset Management (Switzerland) SA
Landing Point Financial Group, LLC
Manchester Capital Management LLC
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
PBFDX - FORUM FUNDS - Payson Total Return Fund
Solidarilty Wealth, LLC
Kingsman Wealth Management, Inc.
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
Wilkinson Global Asset Management LLC
Gw Henssler & Associates Ltd
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Squarepoint Ops LLC
AdvisorNet Financial, Inc
Westerkirk Capital Inc.
Eqis Capital Management, Inc.
Capital Counsel Llc/ny
La Banque Postale Asset Management SA
SBI Securities Co., Ltd.
Ted Buchan & Co
River Street Advisors LLC
St. Louis Trust Co
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
Sterling Wealth Management, Inc.
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
Acadian Asset Management Llc
Clear Harbor Asset Management, LLC
Cahill Wealth Management, LLC
Guardian Wealth Management, Inc.
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
Rakuten Securities, Inc.
Sandy Cove Advisors, LLC
Westpac Banking Corp
Pictet North America Advisors SA
Financial Avengers, Inc.
Centiva Capital, LP
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I
Vulcan Value Partners, LLC
Midwest Professional Planners, LTD.
Baillie Gifford & Co
Two Sigma Investments, Lp
Principal Street Partners, LLC
Sovran Advisors, LLC
PENN SERIES FUNDS INC - Index 500 Fund
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
Generali Investments, Management Co LLC
Boyd Watterson Asset Management Llc/oh
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
Tyler-Stone Wealth Management
Ascension Capital Advisors, Inc.
O'Brien Wealth Partners LLC
Point72 Hong Kong Ltd
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
Abc Arbitrage Sa
IMC-Chicago, LLC
J. W. Coons Advisors, LLC
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
PACIFIC SELECT FUND - Growth Portfolio Class I
Nebula Research & Development LLC
Benchmark Financial Wealth Advisors, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
CCLA Investment Management Ltd
Crowley Wealth Management, Inc.
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
Blue Barn Wealth, LLC
Abound Financial, Llc
West Michigan Advisors, Llc
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
Solstein Capital, LLC
Cercano Management LLC
SFY - Tidal ETF Trust - SoFi Select 500 ETF
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
Capital A Wealth Management, LLC
Steward Partners Investment Advisory, Llc
Phillips Financial Management, Llc
First Financial Corp /in/
Center For Asset Management LLC
Berger Financial Group, Inc
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
Shufro Rose & Co Llc
CAPROCK Group, Inc.
Climber Capital SA
New World Advisors LLC
Sander Capital Advisors Inc
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
Main Street Group, LTD
Falcon Wealth Planning
SOA Wealth Advisors, LLC.
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
Seeds Investor Llc
SS&H Financial Advisors, Inc.
Genesis Private Wealth, Llc
Tyche Wealth Partners LLC
ROPE - EA Series Trust - Coastal Compass 100 ETF
Krs Capital Management, Llc
Xcel Wealth Management, LLC
Steigerwald, Gordon & Koch Inc.
Notis-McConarty Edward
LeConte Wealth Management, LLC
Union Savings Bank
Alerus Financial Na
Curat Global, LLC
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
RFG Advisory, LLC
Skylands Capital, LLC
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
Community Bank, N.A.
Larson Financial Group LLC
Ceera Investments, Llc
CHGX - EA Series Trust - Stance Sustainable Beta ETF
Egerton Capital (UK) LLP
Nordea Investment Management Ab
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
First Bank & Trust
TrueMark Investments, LLC
IFM Investors Pty Ltd
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
Golden State Equity Partners
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
MGB Wealth Management, LLC
Ignite Planners, LLC
Trust Co of the South
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
Smith Chas P & Associates Pa Cpas
Rainey & Randall Investment Management Inc.
Nicholas Hoffman & Company, LLC.
Garrett Wealth Advisory Group, LLC
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
Sage Mountain Advisors LLC
Schmidt P J Investment Management Inc
BlackRock ETF Trust - BlackRock International Dividend ETF
Badgley Phelps Wealth Managers, LLC
ProShare Advisors LLC
Prossimo Advisors, LLC
YOKE - EA Series Trust - Yoke Core ETF
Mechanics Bank Trust Department
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
O'ROURKE & COMPANY, Inc
Manufacturers Life Insurance Company, The
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
Caas Capital Management Lp
Builder Investment Group Inc /adv
Evoke Wealth, Llc
Mosaic Family Wealth Partners, Llc
Legacy Trust
Total Investment Management Inc
Cheviot Value Management, LLC
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
Associated Banc-corp
Old North State Wealth Management, LLC
Great Diamond Partners, LLC
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
Cim, Llc
Capital Investment Services of America, Inc.
Audent Global Asset Management, LLC
Quarry LP
Lvm Capital Management Ltd/mi
Algert Global Llc
Austin Private Wealth, LLC
Parnassus Investments /ca
Nuveen Nasdaq 100 Dynamic Overwrite Fund
Heritage Wealth Management, Inc.
Gibson Capital, LLC
Wallington Asset Management, LLC
Portfolio Design Labs, LLC
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
Horizon Investments, LLC
Octavia Wealth Advisors, LLC
Cahill Financial Advisors Inc
Amplius Wealth Advisors, LLC
Bell Bank
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
Brown Advisory Inc
Headinvest, Llc
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
MQS Management LLC
Fielder Capital Group LLC
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
Natixis ETF Trust - Natixis Gateway Quality Income ETF
Argyle Capital Partners, LLC
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
Up Strategic Wealth Investment Advisors Llc
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
Navigoe, LLC
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
Bank Julius Baer & Co. Ltd, Zurich
Sentry Investment Management Llc
Genesee Capital Advisors, LLC
Burkett Financial Services, Llc
GK Wealth Management LLC
Hutchinson Capital Management/ca
Warren Averett Asset Management, LLC
Freestone Grove Partners LP
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
TriaGen Wealth Management LLC
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
Capital Research Global Investors
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Prosperity Consulting Group, LLC
Covestor Ltd
Fsb Premier Wealth Management, Inc.
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
Founders Financial Securities Llc
VSTIX - VALIC Co I - Stock Index Fund
Bank Of Nova Scotia Trust Co
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Nutshell Asset Management Ltd
Davies Financial Advisors, Inc.
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
Ewa, Llc
S.A. Mason LLC
Johnson Bixby & Associates, LLC
Motiv8 Investments LLC
Park Square Financial Group, LLC
San Luis Wealth Advisors LLC
Empire Life Investments Inc.
Gallacher Capital Management LLC
Perritt Capital Management Inc
True North Advisors, LLC
Rothschild Investment Llc
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
Elmwood Wealth Management, Inc.
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
Hartland & Co., LLC
Transcend Wealth Collective, Llc
Vega Investment Solutions
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
CoreCap Advisors, LLC
Beacon Capital Management, LLC
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
Garda Capital Partners Lp
PWS - Pacer Funds Trust - Pacer WealthShield ETF
Granite Harbor Advisors, Inc.
Glynn Capital Management Llc
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
Optas, LLC
RMG Wealth Management LLC
Proffitt & Goodson Inc
Cascade Financial Partners, LLC
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
Biondo Investment Advisors, LLC
Close Asset Management Ltd
Jnl Series Trust - Jnl/s&p 4 Fund (a)
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Capital International Sarl
Garde Capital, Inc.
Versant Capital Management, Inc
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
Qvr Llc
Deseret Mutual Benefit Administrators
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
Sather Financial Group Inc
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
Hunter Associates Investment Management Llc
Gerber, Llc
Echo45 Advisors LLC
Advocate Group Llc
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
Hanlon Investment Management, Inc.
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
New Capital Management LP
LaSalle St. Investment Advisors, LLC
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Sentinel Trust Co Lba
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
ISAM Funds (UK) Ltd
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
Exchange Capital Management, Inc.
New Age Alpha Funds Trust - NAA Allocation Fund Class C
Martin Investment Management, LLC
GPM Growth Investors, Inc.
Martin Capital Advisors, LLP
Independence Bank of Kentucky
Wayfinding Financial, LLC
Prentiss Smith & Co Inc
FRG Family Wealth Advisors LLC
Signature Resources Capital Management, LLC
Fortis Capital Management LLC
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
Traveka Wealth, LLC
Granite Investment Partners, LLC
PineBridge Investments, L.P.
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Beaird Harris Wealth Management, LLC
Profunds - Profund Vp Bull
SYM FINANCIAL Corp
MGO Private Wealth, LLC
MCF Advisors LLC
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Kennedy Investment Group
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
MBE Wealth Management, LLC
Volterra Technologies LP
Centricity Wealth Management, LLC
Diversify Advisory Services, LLC
Integrated Wealth Concepts LLC
Credential Qtrade Securities Inc.
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
VCSTX - VALIC Co I - Science & Technology Fund
Mutual Of America Capital Management Llc
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
Von Berge Wealth Management Group, LLC
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
HNASX - HOMESTEAD FUNDS INC - Growth Fund
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
Alethea Capital Management, Llc
Oldfather Financial Services, LLC
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
BridgePort Financial Solutions, LLC
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
Accent Capital Management, LLC
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
MetLife Investment Management, LLC
Klingman & Associates, LLC
Trajan Wealth LLC
Howard Hughes Medical Institute
Bedell Frazier Investment Counseling, LLC
Pinnacle Bancorp, Inc.
Houlihan Financial Resource Group, Ltd.
S&t Bank/pa
Mastercard Foundation Asset Management Corp
Fairway Wealth LLC
Boston Trust Walden Corp
Moisand Fitzgerald Tamayo, LLC
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
Union Bancaire Privee, UBP SA
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
Whalerock Point Partners, Llc
Dnca Finance
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
Mediolanum International Funds Ltd
Callahan Advisors, LLC
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
Stock Yards Bank & Trust Co
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
Fusion Family Wealth LLC
SWAN Capital LLC
Berry Wealth Group, LP
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
IFP Advisors, Inc
Richmond Investment Services, LLC
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
BlackRock ETF Trust II - BlackRock Total Return ETF
Deane Retirement Strategies, Inc.
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
Etesian Wealth Advisors, Inc.
Davis Asset Management, L.P.
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
One Wealth Capital Management, Llc
North Star Investment Management Corp.
1st Source Bank
Meridian Wealth Advisors, LLC
Thrivent Financial For Lutherans
Morse Asset Management, Inc
Diversified Portfolios, Inc.
TFB Advisors LLC
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
Evelyn Partners Investment Management LLP
Virtus Investment Advisers, Inc.
Morton Capital Management LLC/CA
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
Hamel Associates, Inc.
Toroso Investments, LLC
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
Jackson Square Partners, LLC
Sachetta, LLC
Barclays Plc
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
Hendershot Investments Inc.
Bls Capital Fondsmaeglerselskab A/s
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
Ipswich Investment Management Co., Inc.
James J. Burns & Company, LLC
Cypress Wealth Services, LLC
YHB Investment Advisors, Inc.
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
Generation Capital Management LLC
Legend Financial Advisors, Inc.
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Decatur Capital Management, Inc.
Great Valley Advisor Group, Inc.
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
Pullen Investment Management, LLC
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
Ninety One UK Ltd
Ameriflex Group, Inc.
Allegheny Financial Group LTD
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Hennessy Advisors Inc
Weik Capital Management
Klein Pavlis & Peasley Financial, Inc.
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
SkyOak Wealth, LLC
Cascade Investment Group, Inc.
Weaver Consulting Group
Anb Bank
Marshfield Associates
Halbert Hargrove Global Advisors, Llc
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
Brevan Howard Capital Management LP
Transcendent Capital Group LLC
XXEC, Inc.
JNBA Financial Advisors
Unique Wealth, Llc
Barnes Dennig Private Wealth Management LLC
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
Planning Directions Inc
Consolidated Planning Corp
Ellevest, Inc.
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
Financial Gravity Companies, Inc.
Drucker Wealth 3.0, LLC
GROZ - Zacks Trust - Zacks Focus Growth ETF
Northeast Financial Consultants Inc
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
Toronto Dominion Bank
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
Delta Accumulation, LLC
Perennial Advisors, LLC
Nbt Bank N A /ny
Burr Financial Services, Llc
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
Phillips Wealth Planners LLC
Procyon Private Wealth Partners, LLC
Relyea Zuckerberg Hanson LLC
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
Zacks Investment Management
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
EP Wealth Advisors, Inc.
Wsfs Capital Management, Llc
Scott & Selber, Inc.
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
CRA Financial Services, LLC
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
Baader Bank INC
Groupama Asset Managment
State Of Michigan Retirement System
LRI Investments, LLC
ORG Partners LLC
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
Clean Yield Group
Dynasty Wealth Management, Llc
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
Wealthcare Capital Partners, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
Independent Solutions Wealth Management, LLC
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
Texas Permanent School Fund
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
Arrow Financial Corp
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
Paces Ferry Wealth Advisors, Llc
Safeguard Financial, LLC
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
T. Rowe Price Investment Management, Inc.
Insigneo Advisory Services, Llc
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
TRB Advisors LP
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
Core Wealth Advisors, Inc.
Sage Investment Counsel LLC
McLean Asset Management Corp
Mn Services Vermogensbeheer B.V.
Impact Asset Management GmbH
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
Dynamic Advisor Solutions LLC
Real Talk Capital, LLC
Apriem Advisors
Axxcess Wealth Management, Llc
Holistic Planning, LLC
Nippon Life Global Investors Americas, Inc.
Parisi Gray Wealth Management
Hamilton Capital, LLC
WealthPLAN Partners, LLC
ZEGA Investments, LLC
Powers Advisory Group, LLC
Westside Investment Management, Inc.
STRV - EA Series Trust - Strive 500 ETF
Cooper Financial Group
Woodstock Corp
Lanham O'Dell & Company, Inc.
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
Lifestyle Asset Management, Inc.
Copperleaf Capital, LLC
IAG Wealth Partners, LLC
Suncoast Equity Management
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
Family Legacy, Inc.
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
Alberta Investment Management Corp
Callan Capital, LLC
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
Mayar Capital Ltd.
1620 Investment Advisors, Inc.
Gabelli Dividend & Income Trust
State Of Wisconsin Investment Board
Tandem Capital Management Corp /adv
Guinness Atkinson Asset Management Inc
De Burlo Group Inc
Truepoint, Inc.
Activest Wealth Management
Meridiem Capital Partners LP
Johnson Investment Counsel Inc
Elite Wealth Management, Inc.
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
Colonial River Wealth Management, LLC
Turning Point Benefit Group, Inc.
First Community Trust Na
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
Betterment LLC
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
Y-Intercept (Hong Kong) Ltd
Oregon Public Employees Retirement Fund
Novem Group
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Condor Capital Management
Tudor Investment Corp Et Al
Police & Firemen's Retirement System of New Jersey
Aigen Investment Management, Lp
Quartz Partners, LLC
Disciplined Equity Management, Inc.
Barlow Wealth Partners, Inc.
SJS Investment Consulting Inc.
Lyell Wealth Management, Lp
Ransom Advisory, Ltd
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Rappaport Reiches Capital Management, LLC
Hoxton Planning & Management, LLC
Bernard Wealth Management Corp.
Northwestern Mutual Wealth Management Co
Apollon Wealth Management, LLC
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
Peak6 Llc
Metis Global Partners, LLC
Intact Investment Management Inc.
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
Clark Capital Management Group, Inc.
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
Stance Capital Llc
Burns Matteson Capital Management, LLC
Beacon Financial Group
PFG Investments, LLC
Rossby Financial, LCC
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
Stokes Capital Advisors, LLC
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
Schwartz Investment Counsel Inc
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
Yousif Capital Management, Llc
NorthRock Partners, LLC
Menora Mivtachim Holdings Ltd.
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
Toth Financial Advisory Corp
EdgeRock Capital LLC
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
PICTET BANK & TRUST Ltd
Eads & Heald Wealth Management
Trail Ridge Investment Advisors, LLC
AE Wealth Management LLC
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
Gordian Capital Singapore Pte Ltd
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
Portside Wealth Group, LLC
Commerce Bank
Skandinaviska Enskilda Banken AB (publ)
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
Regimen Wealth, Llc
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
Tributary Capital Management, LLC
Mml Investors Services, Llc
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
Canoe Financial LP
Beaumont Asset Management, L.L.C.
Knollwood Investment Advisory, LLC
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
Heritage Oak Wealth Advisors Llc
Picton Mahoney Asset Management
Field & Main Bank
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
Aware Super Pty Ltd as trustee of Aware Super
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
NorthStar Asset Management LLC /NJ/
Mystic Asset Management, Inc.
Guardian Capital Lp
Anchor Investment Management, LLC
Standard Life Aberdeen plc
Legacy Financial Strategies, LLC
Cardinal Point Capital Management, ULC
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
Texas Yale Capital Corp.
Western Wealth Management, LLC
Ausdal Financial Partners, Inc.
Asset Planning,Inc
First Horizon Advisors, Inc.
First Merchants Corp
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
GoalVest Advisory LLC
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
Garrison Point Advisors, Llc
Forsta Ap-fonden
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Regions Financial Corp
Hilltop Partners LLC
Argent Trust Co
Aviso Wealth Management
Manhattan West Asset Management, LLC
Pollock Investment Advisors, LLC
Jlb & Associates Inc
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
Fermata Advisors, LLC
Landmark Wealth Management, LLC
Dsm Capital Partners Llc
Belmont Capital, LLC
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
Commerzbank Aktiengesellschaft /fi
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Briaud Financial Planning, Inc
Redwood Investment Management, Llc
MainStreet Investment Advisors LLC
Skyline Advisors, Inc.
Hm Payson & Co
Vision Financial Markets Llc
Riverbend Wealth Management, LLC
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
Maripau Wealth Management Llc
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
Bright Rock Capital Management, Llc
Twin City Private Wealth, Llc
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
Cwm, Llc
Empowered Funds, LLC
Adams Diversified Equity Fund, Inc.
Advisory Services Network, LLC
Illinois Municipal Retirement Fund
Point72 Europe (London) LLP
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
Elk River Wealth Management, LLC
VCGAX - VALIC Co I - Growth & Income Fund
CMT Capital Markets Trading GmbH
Vident Advisory, LLC
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
Venturi Wealth Management, LLC
Compagnie Lombard Odier SCmA
True Wealth Design, LLC
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
Gibraltar Capital Management, Inc.
Brave Warrior Advisors, LLC
Lantz Financial LLC
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
Running Point Capital Advisors, LLC
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
American Money Management, LLC
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
Lmcg Investments, Llc
Investment Management Corp /va/ /adv
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
Credit Industriel Et Commercial
McKinley Carter Wealth Services, Inc.
Haverford Trust Co
Loomis Sayles & Co L P
Nicholson Wealth Management Group, LLC
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
Banque Pictet & Cie Sa
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
Soltis Investment Advisors LLC
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
Simplicity Wealth,LLC
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
Sheets Smith Wealth Management
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
Integrated Advisors Network LLC
CarsonAllaria Wealth Management, Ltd.
Fairscale Capital, LLC
Bangor Savings Bank
Essex Investment Management Co Llc
Buckhead Capital Management Llc
Capstone Investment Advisors, Llc
Stephens Consulting, LLC
American Trust
Richard P Slaughter Associates Inc
Roof Eidam & Maycock/adv
Walter Public Investments Inc.
Tredje AP-fonden
Nitorum Capital, L.P.
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
SOUTH STATE Corp
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
DiNuzzo Private Wealth, Inc.
Goodman Advisory Group, LLC
Parcion Private Wealth LLC
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
Andina Capital Management, LLC
Rodgers Brothers Inc.
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
Nautilus Advisors LLC
Crawford Investment Counsel Inc
Alps Advisors Inc
Opal Wealth Advisors, LLC
Traynor Capital Management, Inc.
Concord Wealth Partners
Accordant Advisory Group Inc
Huntington National Bank
Cornerstone Planning Group LLC
Round Hill Asset Management
111 Capital
Banque de Luxembourg S.A.
Cypress Advisory Group LLC
State of Alaska, Department of Revenue
Atlas Private Wealth Advisors
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Carderock Capital Management Inc
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
Centerpoint Advisors, LLC
Worldquant Millennium Advisors Llc
Nova R Wealth, Inc.
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
Walleye Trading LLC
Guardian Wealth Advisors, Llc / Nc
UniSuper Management Pty Ltd
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
Mcdaniel Terry & Co
Sycomore Asset Management
Hughes Financial Services, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Idaho Trust Bank
Petrus Trust Company, LTA
LeClair Wealth Partners LLC
Naviter Wealth, LLC
Kingswood Wealth Advisors, Llc
Fullerton Fund Management Co Ltd
Tilia Fiduciary Partners, Inc.
Clark Asset Management, LLC
SageView Advisory Group, LLC
Concurrent Investment Advisors, LLC
Campbell Newman Asset Management Inc
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
PENN SERIES FUNDS INC - Large Cap Growth Fund
Fifth Third Wealth Advisors LLC
Wolff Wiese Magana Llc
Walleye Capital LLC
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
Findlay Park Partners LLP
Marex Group plc
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
TCG Advisory Services, LLC
L2 Asset Management, LLC
Linscomb & Williams, Inc.
Baker Chad R
Prospect Hill Management, LLC
Allianzgi Diversified Income & Convertible Fund
Peloton Wealth Strategists
Accredited Investors Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
High Net Worth Advisory Group LLC
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
Barbara Oil Co.
Raiffeisen Bank International AG
Nicholas Company, Inc.
Meiji Yasuda Asset Management Co Ltd.
Stablepoint Partners, LLC
Hantz Financial Services, Inc.
United Bank
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
IMG Wealth Management, Inc.
Lake Street Financial Llc
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Checchi Capital Advisers, LLC
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
Iron Horse Wealth Management, LLC
Cerity Partners LLC
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
Walkner Condon Financial Advisors LLC
Achmea Investment Management B.V.
Philip James Wealth Mangement, LLC
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
Banque Cantonale Vaudoise
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
Wealthfront Advisers Llc
Shell Asset Management Co
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
Zullo Investment Group, Inc.
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
Portland Global Advisors LLC
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
Lindbrook Capital, Llc
VGLSX - VALIC Co I - Global Strategy Fund
Navalign, LLC
Onyx Bridge Wealth Group LLC
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
USS Investment Management Ltd
Lowe Wealth Advisors, LLC
Karani Asset Management LLC
Canal Capital Management, LLC
Blackstone Group Inc
Twin Capital Management Inc
Wesbanco Bank Inc
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
Fullcircle Wealth Llc
Synovus Financial Corp
Kempen Capital Management N.v.
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
Moneta Group Investment Advisors Llc
OneAscent Wealth Management LLC
First National Bank of Hutchinson
Clarius Group, LLC
Troy Asset Management Ltd
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
Syverson Strege & Co
CI Private Wealth, LLC
Watts Gwilliam & Co., LLC
Roman Butler Fullerton & Co
Talon Private Wealth, LLC
Rossmore Private Capital
Tanager Wealth Management LLP
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
Qsemble Capital Management, LP
Koa Wealth Management, LLC
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
Somerset Trust Co
Lcnb Corp
Fi3 FINANCIAL ADVISORS, LLC
Quest Partners LLC
Martin & Co Inc /tn/
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
Milestones Administradora de Recursos Ltda.
TBH Global Asset Management, LLC
Fairview Capital Investment Management, Llc
Endeavor Private Wealth, Inc.
Archer Investment Corp
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
Evercore Wealth Management, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
Baker Tilly Financial, Llc
Resources Management Corp /ct/ /adv
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
New Republic Capital, LLC
Capital Asset Advisory Services LLC
BOK Financial Private Wealth, Inc.
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
Rockingstone Advisors LLC
Bridgewater Advisors Inc.
Arvest Bank Trust Division
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
One Capital Management, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
Continuum Advisory, LLC
Elo Mutual Pension Insurance Co
Clear Street Markets Llc
Nations Financial Group Inc, /ia/ /adv
North Capital, Inc.
Motley Fool Wealth Management, LLC
Richard W. Paul & Associates, LLC
First National Trust Co
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
Mesirow Financial Investment Management, Inc.
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
Fwl Investment Management, Llc
Profund Advisors Llc
Old Point Trust & Financial Services N A
Provident Co of the Employees of the Hebrew University LTD
Susquehanna Portfolio Strategies, LLC
Brave Asset Management Inc
Nilsine Partners, LLC
Quilter Plc
American Capital Advisory, LLC
Pacific Capital Wealth Advisors, Inc
PFS Partners, LLC
Kentucky Retirement Systems Insurance Trust Fund
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Harbour Trust & Investment Management Co
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
Kelman-Lazarov, Inc.
Cresset Asset Management, LLC
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
Merrion Investment Management Co, LLC
Hartford Investment Management Co
Greenline Partners, LLC
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
Quadrant Private Wealth Management, LLC
Quadrant Capital Group Llc
America First Investment Advisors, LLC
Unisphere Establishment
HBK Sorce Advisory LLC
Fulcrum Capital LLC
Altus Wealth Group LLC
PFW Advisors LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
Bitwise Funds Trust - Bitwise Web3 ETF
Profunds - Profund Vp Financials
Franklin Resources Inc
Strategic Blueprint, LLC
Cornerstone Advisors, LLC
Pinkerton Retirement Specialists, LLC
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
Coldstream Capital Management Inc
Gilder Gagnon Howe & Co Llc
Kensington Investment Counsel, LLC
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
Royal London Asset Management Ltd
Magnetar Financial LLC
Nwam Llc
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
Macquarie Group Ltd
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
Calamos Strategic Total Return Fund
Jump Financial, LLC
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
Alpine Bank Wealth Management
Maren Capital LLC
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Vivaldi Capital Management, LLC
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
Quintet Private Bank (Europe) S.A.
Wambolt & Associates, LLC
Twinbeech Capital Lp
IFC Advisors LLC
Natixis
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
Landscape Capital Management, L.l.c.
Gallagher Fiduciary Advisors, LLC
Codex Capital Asset Management L.L.C.
Tounjian Advisory Partners, Llc
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
Frazier Financial Advisors, LLC
Other Listings
US:MA 584,16 US$
KZ:MA_KZ
IT:1MA 498,40 €
DE:M4I 495,60 €
MX:MA
PE:MA
CL:MACL
CL:MA
GB:M4ID
AT:MAST
BG:M4I
CH:MA
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