| Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
| Name | Title | City, State | Date |
|---|---|---|---|
| Stella Binkevich | COO | New York, New York | 11/14/2025 |
| Num | Name | Location | File Number |
|---|---|---|---|
| 1 | Hantz Financial Services, Inc. | Southfield, MI | |
| 2 | Dynasty Wealth Management, LLC | St. Petersburg, FL | |
| 3 | Arax Advisory Partners | Denver, CO | |
| 4 | Commonwealth Financial Services, LLC | Vienna, WV | |
| 5 | TSG ADVICE PARTNERS, LLC | ||
| 6 | Morton Capital Management | ||
| 7 | THREE BELL CAPITAL LLC | ||
| 9 | Horan Capital Advisors, LLC. | Cincinnati, OH | |
| 9 | Proathlete Wealth Management Llc | Boca Raton, FL | |
| 10 | &Partners | Nashville, TN | |
| 11 | LONETREE WEALTH MANAGEMENT | ||
| 12 | Paragon Private Wealth Management, LLC | Lexington, KY | |
| 13 | May Hill Capital, LLC | Cohasset, MA | |
| 14 | Wealth Watch Advisors, INC | Englewood, CO | |
| 15 | Occidental Asset Management, LLC | Burlingame, CA | |
| 16 | Sanctuary Advisors, LLC | Indianapolis, IN | |
| 17 | Walter & Keenan Wealth Management Llc /In/ /Adv | Souh Bend, IN | |
| 18 | GRACE FINANCIAL ADVISORS LLC | ||
| 19 | PROSPERO WEALTH, LLC | ||
| 20 | Integrity Wealth Solutions LLC | Denver, CO | |
| 21 | Belpointe Asset Management LLC | Reno, NV | |
| 22 | ORCHID ADVISORY LLC | ||
| 23 | Luts & Greenleigh Group, Inc | Bethesda, MD | |
| 24 | Boulay Financial Advisors, LLC | Eden Prairie, MN | |
| 25 | Farther Finance Advisors, LLC | San Francisco, CA | |
| 26 | FourThought Financial Partners, LLC | Venice, FL | |
| 27 | Aire Advisors, Llc | Beverly Hills, CA | |
| 28 | MANA FINANCIAL LIFE DESIGN, LLC | ||
| 29 | STAVIS WEALTH TRANSFER SOLUTIONS | ||
| 30 | Resonant Capital Advisors, LLC | Madison, WI | |
| 31 | PATHWISE WEALTH PARTNERS, LLC | ||
| 32 | Bison Wealth, LLC | Atlanta, GA | |
| 33 | Exponent Wealth Inc. | ||
| 34 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Concord, MA | |
| 35 | FWG Holdings, LLC | Winter Park, FL | |
| 36 | Wealth Advisors of Iowa, LLC | West Des Moines, IA | |
| 37 | Hibernia Wealth Partners, LLC | Baton Rouge, LA | |
| 38 | CRESCENT CAPITAL INC / DE | ||
| 39 | Dover Advisors, Llc | Richmond, VA | |
| 40 | DAUNTLESS ADVISORY, LLC | ||
| 41 | Private Wealth Asset Management, LLC | Cedar Rapids, IA | |
| 42 | RFG Advisory, LLC | Birmingham, AL | |
| 43 | Stonegate Investment Group, LLC | Birmingham, AL | |
| 44 | Everest Management Corp. | Cupertino, CA | |
| 45 | Helium Advisors LLC | Everett, WA | |
| 46 | Edge Financial Advisors LLC | Wheaton, IL | |
| 47 | Optivise Advisory Services LLC | Franklin, TN | |
| 48 | NOLET WEALTH MANAGEMENT, LLC | ||
| 49 | Integrated Wealth Concepts LLC | Waltham, MA | |
| 50 | Red Crane Wealth Management, Llc | San Francisco, CA | |
| 51 | Jordan Park Group LLC | San Francisco, CA | |
| 52 | Nuveen Asset Management, LLC | Chicago, IL |