Last 100 13F filings received from the SEC

Filer Period of Report Date imported into system Stocks in filing State Form
FSA WEALTH MANAGEMENT LLC 12/31/2019 02/21/2020 476 MA 13F-HR
PROCYON PRIVATE WEALTH PARTNERS, LLC 12/31/2019 02/21/2020 1115 CT 13F-HR
SAILER FINANCIAL LLC 12/31/2019 02/21/2020 197 TN 13F-HR
DEDORA CAPITAL, INC. 12/31/2019 02/21/2020 121 CA 13F-HR
QUANTUM CAPITAL MANAGEMENT 12/31/2019 02/21/2020 323 CA 13F-HR
CLARIVEST ASSET MANAGEMENT LLC 09/30/2019 02/21/2020 679 CA 13F-HR/A (r)
INSIGHT WEALTH STRATEGIES, LLC 12/31/2019 02/21/2020 196 CA 13F-HR
AUXIER ASSET MANAGEMENT 12/31/2019 02/21/2020 165 OR 13F-HR
LUMBARD & KELLNER, LLC 12/31/2019 02/21/2020 79 NH 13F-HR
PAX FINANCIAL GROUP, LLC 12/31/2019 02/21/2020 114 TX 13F-HR
RATAN CAPITAL MANAGEMENT LP 12/31/2019 02/21/2020 29 NY 13F-HR/A (r)
RED MOUNTAIN CAPITAL PARTNERS LLC 12/31/2019 02/21/2020 4 CA 13F-HR/A (r)
ADI CAPITAL MANAGEMENT LLC 12/31/2019 02/21/2020 24 NY 13F-HR/A (r)
ADI CAPITAL MANAGEMENT LLC 12/31/2019 02/21/2020 24 NY 13F-HR/A (r)
FAIRFIELD UNIVERSITY 12/31/2019 02/21/2020 4 CT 13F-HR
BARBER FINANCIAL GROUP, INC. 12/31/2019 02/21/2020 151 KS 13F-HR
OLD NORTH STATE TRUST, LLC 12/31/2019 02/21/2020 342 NC 13F-HR
HELLMAN JORDAN MANAGEMENT COMPANY INC 12/31/2019 02/21/2020 61 MA 13F-HR
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP 12/31/2019 02/21/2020 109 WI 13F-HR
STRATEGIC VALUE PARTNERS, LLC 12/31/2019 02/21/2020 7 CT 13F-HR/A (r)
TORTOISE CAPITAL ADVISORS, L.L.C. 12/31/2019 02/21/2020 149 KS 13F-HR/A (r)
NATIONAL PENSION SERVICE 12/31/2019 02/21/2020 485 M5 13F-HR
LYNROCK LAKE LP 12/31/2019 02/21/2020 25 NY 13F-HR/A (r)
LEGEND FINANCIAL ADVISORS, INC. 12/31/2019 02/20/2020 30 PA 13F-HR
OXFORD ASSET MANAGEMENT LLP 03/31/2019 02/20/2020 1 X0 13F-HR/A (n)
ALYESKA INVESTMENT GROUP, L.P. 03/31/2019 02/20/2020 3 IL 13F-HR/A (n)
ALYESKA INVESTMENT GROUP, L.P. 06/30/2019 02/20/2020 4 IL 13F-HR/A (n)
NORTH POINT PORTFOLIO MANAGERS CORP 12/31/2019 02/20/2020 77 OH 13F-HR
ALYESKA INVESTMENT GROUP, L.P. 09/30/2019 02/20/2020 5 IL 13F-HR/A (n)
OXFORD ASSET MANAGEMENT LLP 06/30/2019 02/20/2020 2 X0 13F-HR/A (n)
OXFORD ASSET MANAGEMENT LLP 09/30/2019 02/20/2020 8 X0 13F-HR/A (n)
UNIVERSITY OF CHICAGO 12/31/2019 02/20/2020 4 IL 13F-HR
CORNERSTONE WEALTH MANAGEMENT, LLC 12/31/2019 02/20/2020 350 MO 13F-HR
TRELLUS MANAGEMENT COMPANY, LLC 12/31/2019 02/20/2020 61 NY 13F-HR
ARCHER INVESTMENT CORP 12/31/2019 02/20/2020 636 IN 13F-HR
IRONWOOD WEALTH MANAGEMENT, LLC. 12/31/2019 02/20/2020 51 AZ 13F-HR
GEODE CAPITAL MANAGEMENT, LLC 12/31/2019 02/20/2020 5225 MA 13F-HR/A (r)
TRUST COMPANY OF KANSAS 12/31/2019 02/20/2020 41 KS 13F-HR
LAFFER INVESTMENTS 12/31/2019 02/20/2020 136 TN 13F-HR
RIVERSTONE HOLDINGS LLC 12/31/2019 02/20/2020 4 NY 13F-HR/A (r)
MUHLENKAMP & COMPANY INC 12/31/2019 02/20/2020 37 PA 13F-HR
GENERAL AMERICAN INVESTORS COMPANY INC 12/31/2019 02/20/2020 73 NY 13F-HR
CCM INVESTMENT ADVISERS LLC 12/31/2019 02/20/2020 69 SC 13F-HR
INTEGRATED WEALTH CONCEPTS LLC 12/31/2019 02/20/2020 471 MA 13F-HR
GUGGENHEIM CAPITAL LLC 12/31/2019 02/20/2020 4107 IL 13F-HR/A (r)
GUGGENHEIM CAPITAL LLC 09/30/2019 02/20/2020 4184 IL 13F-HR/A (r)
BCJ CAPITAL MANAGEMENT, LLC 12/31/2019 02/19/2020 104 AZ 13F-HR
TRANSCEND WEALTH COLLECTIVE, LLC 12/31/2019 02/19/2020 211 NJ 13F-HR
PERCEPTIVE ADVISORS LLC 12/31/2019 02/19/2020 114 NY 13F-HR/A (r)
MASON STREET ADVISORS, LLC 12/31/2019 02/19/2020 1516 WI 13F-HR
PHILLIPS FINANCIAL MANAGEMENT, LLC 12/31/2019 02/19/2020 78 IN 13F-HR
GRAND JEAN CAPITAL MANAGEMENT INC 12/31/2019 02/19/2020 38 CA 13F-HR/A (r)
PL CAPITAL ADVISORS, LLC 12/31/2019 02/19/2020 35 FL 13F-HR/A (r)
ERTS WEALTH ADVISORS, LLC 12/31/2019 02/19/2020 85 MI 13F-HR/A (r)
ROBECOSAM AG 12/31/2019 02/19/2020 134 V8 13F-HR/A (r)
TORTOISE CAPITAL ADVISORS, L.L.C. 12/31/2019 02/19/2020 149 KS 13F-HR/A (r)
TRG INVESTMENTS, LLC 12/31/2019 02/19/2020 2 VA 13F-HR
RIVERSTONE GROUP, LLC 12/31/2019 02/19/2020 5 VA 13F-HR
YONG RONG (HK) ASSET MANAGEMENT LTD 12/31/2019 02/19/2020 14 K3 13F-HR
LOUDON INVESTMENT MANAGEMENT, LLC 12/31/2019 02/18/2020 85 NH 13F-HR
KENTUCKY RETIREMENT SYSTEMS 12/31/2019 02/18/2020 503 KY 13F-HR
PARTNERS GROUP HOLDING AG 12/31/2019 02/18/2020 52 V8 13F-HR
MAYO CLINIC 12/31/2019 02/18/2020 8 MN 13F-HR/A (r)
WEALTHQUEST CORP 12/31/2019 02/18/2020 133 OH 13F-HR
KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND 12/31/2019 02/18/2020 452 KY 13F-HR
RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC 12/31/2019 02/18/2020 73 IL 13F-HR
CIDEL ASSET MANAGEMENT INC 12/31/2019 02/18/2020 111 A6 13F-HR/A (r)
ECOR1 CAPITAL, LLC 12/31/2019 02/18/2020 44 CA 13F-HR/A (r)
CVA FAMILY OFFICE, LLC 12/31/2019 02/18/2020 79 CO 13F-HR
BAMCO INC 12/31/2019 02/18/2020 353 NY 13F-HR
BRINKER CAPITAL INC 12/31/2019 02/18/2020 950 PA 13F-HR
CAPITAL BANK & TRUST COMPANY 12/31/2019 02/18/2020 725 CA 13F-HR
EQUITABLE HOLDINGS, INC. 12/31/2019 02/18/2020 646 NY 13F-HR
HM PAYSON & COMPANY 12/31/2019 02/18/2020 965 ME 13F-HR
YORK CAPITAL MANAGEMENT GLOBAL ADVISORS, LLC 12/31/2019 02/18/2020 69 NY 13F-HR
CAPITAL INTERNATIONAL LTD 12/31/2019 02/18/2020 137 CA 13F-HR
BRIDGES INVESTMENT MANAGEMENT INC 12/31/2019 02/18/2020 649 NE 13F-HR
PHOENIX HOLDINGS LTD. 12/31/2019 02/18/2020 240 L3 13F-HR
CAPITAL INTERNATIONAL INC 12/31/2019 02/18/2020 230 CA 13F-HR
KCM INVESTMENT ADVISORS LLC 12/31/2019 02/18/2020 340 CA 13F-HR
CAPITAL INTERNATIONAL INVESTORS 12/31/2019 02/18/2020 392 CA 13F-HR
CAPITAL INTERNATIONAL SARL 12/31/2019 02/18/2020 176 CA 13F-HR
CAPITAL RESEARCH GLOBAL INVESTORS 12/31/2019 02/18/2020 405 CA 13F-HR
CAPITAL WORLD INVESTORS 12/31/2019 02/18/2020 515 CA 13F-HR
BRONSON POINT MANAGEMENT LLC 12/31/2019 02/18/2020 31 CT 13F-HR/A (r)
AMUNDI PIONEER ASSET MANAGEMENT INC 09/30/2019 02/18/2020 7803 MA 13F-HR/A (r)
SAMSARA BIOCAPITAL, LLC 12/31/2019 02/18/2020 19 CA 13F-HR
PROVIDA PENSION FUND ADMINISTRATOR 12/31/2019 02/18/2020 1 F3 13F-HR
EQUITABLE TRUST COMPANY 12/31/2019 02/18/2020 472 TN 13F-HR
TIKEHAU INVESTMENT MANAGEMENT 12/31/2019 02/18/2020 15 I0 13F-HR
CENTENUS GLOBAL MANAGEMENT, LP 12/31/2019 02/18/2020 107 NY 13F-HR
STRATEGIC INVESTMENT MANAGEMENT, LLC 12/31/2019 02/18/2020 19 VA 13F-HR
EXANE ASSET MANAGEMENT 12/31/2019 02/18/2020 28 I0 13F-HR/A (r)
PROFUND ADVISORS LLC 12/31/2019 02/18/2020 1264 MD 13F-HR
BULLSEYE ASSET MANAGEMENT LLC 12/31/2019 02/18/2020 77 CO 13F-HR
FORT PITT CAPITAL GROUP, LLC 12/31/2019 02/18/2020 166 PA 13F-HR
INTACT INVESTMENT MANAGEMENT INC. 12/31/2019 02/18/2020 230 A8 13F-HR/A (r)
TITUS WEALTH MANAGEMENT 12/31/2019 02/18/2020 105 CA 13F-HR
THOR ADVISORS, LLC 12/31/2019 02/18/2020 3 NY 13F-HR
CAPWEALTH ADVISORS, LLC 12/31/2019 02/18/2020 101 TN 13F-HR/A (r)
13F Filings for the December 31st, 2019 Quarter are due
February 14th, 2020
5,438 filings already imported!

New 13F Filers

ENSTAR GROUP LTD
WEST BANCORPORATION INC
JOHNSON & JOHNSON INNOVATION - JJDC, INC.
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
CQS (US), LLC
GILL CAPITAL PARTNERS, LLC
M&G INVESTMENT MANAGEMENT LTD
PATHWAY CAPITAL MANAGEMENT, LP
CHATHAM ASSET MANAGEMENT, LLC
MADISON ASSET MANAGEMENT, LLC
BALCH HILL CAPITAL LLC
MMCAP INTERNATIONAL INC. SPC
HARBOR INVESTMENT ADVISORY, LLC
VAUGHAN AND COMPANY SECURITIES, INC.
MAYO CLINIC
EXCHANGE TRADED CONCEPTS, LLC
ILLINOIS MUNICIPAL RETIREMENT FUND
KEYWISE CAPITAL MANAGEMENT (HK) LTD
SAMALIN INVESTMENT COUNSEL, LLC
KPCB GGF ASSOCIATES, LLC
ADVISORSHARES INVESTMENTS LLC
AMADEUS CAPITAL PARTNERS LTD
KOPERNIK GLOBAL ALL-CAP FUND, LP
ENSIGN PEAK ADVISORS, INC
KPCB XIV ASSOCIATES, LLC
EMERGENCE GP PARTNERS, LLC
DELPHI MANAGEMENT PARTNERS VIII, L.L.C.
INDEX VENTURE ASSOCIATES IV LTD
ANFIELD CAPITAL MANAGEMENT, LLC
ARISTIDES CAPITAL LLC
NORWEST VENTURE PARTNERS XII, LP
APPLE TREE PARTNERS IV, L.P.
DRH INVESTMENTS, INC.
BFAM PARTNERS (CAYMAN) LTD
MERK INVESTMENTS LLC
HARSPRING CAPITAL MANAGEMENT, LLC
20/20 CAPITAL MANAGEMENT, INC.
EDENBROOK CAPITAL, LLC
BROWN UNIVERSITY
COLONY CAPITAL, INC.
CANAAN PARTNERS X LLC
KOPP FAMILY OFFICE, LLC
IA VENTURE PARTNERS, LLC
AH EQUITY PARTNERS IV (PARALLEL), L.L.C.
AH EQUITY PARTNERS I, L.L.C.
COMPOSITE CAPITAL MANAGEMENT (HK) LTD
PRAGMA GESTAO DE PATRIMONIO LTD
ALPHACORE CAPITAL LLC
EQUITABLE HOLDINGS, INC.
MPM ONCOLOGY IMPACT MANAGEMENT LP
KPCB XVI ASSOCIATES, LLC
KOPION ASSET MANAGEMENT, LLC
VOSS CAPITAL LLC
TAIKANG ASSET MANAGEMENT COMPANY ., LTD.
NUCLEO CAPITAL LTDA.
SUNTX CAPITAL MANAGEMENT CORP.
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.
ARGENT ADVISORS, INC.
ANGLEPOINT ASSET MANAGEMENT, LTD.
RP INVESTMENT ADVISORS LP
FOURTHSTONE LLC
XTX MARKETS LLC
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC
QUILTER PLC
SONIC FUND II, L.P.
ASPEX MANAGEMENT (HK) LTD
LIQUID STRATEGIES, LLC
ACCEL GROWTH FUND IV ASSOCIATES L.L.C.
H&F CORPORATE INVESTORS VII, LTD.
ETHIC INC.
VECTOR CAPITAL, LTD.
NEWLIGHT PARTNERS LP
BLEICHROEDER LP
IMPACTIVE CAPITAL LP
DESERET MUTUAL BENEFIT ADMINISTRATORS
JAPAN POST HOLDINGS COMPANY ., LTD.
CXI ADVISORS
LINK FUND SOLUTIONS LTD
CONIFER MANAGEMENT, L.L.C.
FOUNTAINVEST CHINA CAPITAL PARTNERS GP3 LTD.
BURRAGE CAPITAL MANAGEMENT LLC
EURO PACIFIC ASSET MANAGEMENT, LLC
ASTORIA STRATEGIC WEALTH, INC.
MOULTON WEALTH MANAGEMENT, INC
55I, LLC
HOEY INVESTMENTS, INC
WASHBURN CAPITAL MANAGEMENT, INC.
SILICON HILLS WEALTH MANAGEMENT, LLC
BELMONT CAPITAL, LLC
PARAGON ADVISORS, LLC
MODUS ADVISORS, LLC
RELYEA ZUCKERBERG HANSON LLC
RED SPRUCE CAPITAL, LLC
LINEWEAVER WEALTH ADVISORS, LLC
PETERSON WEALTH MANAGEMENT
COMPASS ION ADVISORS, LLC
GPM GROWTH INVESTORS, INC.
SLOY DAHL & HOLST, LLC
TRH FINANCIAL, LLC
AURORA INVESTMENT MANAGERS, LLC.
PFG PRIVATE WEALTH MANAGEMENT, LLC
MERCATOR FUND (CAYMAN MASTER) LP
FIRST CITIZENS FINANCIAL CORP
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
ARKFELD WEALTH STRATEGIES, L.L.C.
S.E.E.D. PLANNING GROUP LLC
SAVIOR LLC
R. W. ROGE & COMPANY, INC.
LOVELESS WEALTH MANAGEMENT LLC
WEALTHBRIDGE INVESTMENT COUNSEL INC.
J.W. COLE ADVISORS, INC.
CHAPMAN INVESTMENT MANAGEMENT, LLC
AREX CAPITAL MANAGEMENT, LP
BEACON FINANCIAL ADVISORY LLC
BAY RIVERS GROUP
YOUR ADVOCATES LTD., LLP
TFO-TDC, LLC
BIRCH CAPITAL MANAGEMENT, LLC
ACORN FINANCIAL ADVISORY SERVICES INC
TSFG, LLC
JOHN W. BROOKER & COMPANY ., CPAS
KARANI ASSET MANAGEMENT LLC
INVESTORS FINANCIAL GROUP, LLC
EWG ELEVATE INC.
KFA PRIVATE WEALTH GROUP, LLC
FINANCIAL ADVISORY CORP
BENCHMARK WEALTH MANAGEMENT, LLC
PENNSYLVANIA CAPITAL MANAGEMENT INC
KINGSVIEW WEALTH MANAGEMENT, LLC
RED DOOR WEALTH MANAGEMENT, LLC
BEAUMONT ASSET MANAGEMENT, L.L.C.
INSIGHT FOLIOS INC
S.A. MASON LLC
PROVIDENT WEALTH MANAGEMENT, LLC
SUGARLOAF WEALTH MANAGEMENT, LLC
PRUDENT INVESTORS NETWORK
VERDENCE CAPITAL ADVISORS LLC
BRIAUD FINANCIAL PLANNING, INC
OLDFATHER FINANCIAL SERVICES, LLC
AYRSHIRE CAPITAL MANAGEMENT LLC
CFM WEALTH PARTNERS LLC
SUNBURST FINANCIAL GROUP, LLC
LPWM LLC
PAVION BLUE CAPITAL, LLC
MBE WEALTH MANAGEMENT, LLC
CAIRN INVESTMENT GROUP, INC.
CEDAR MOUNTAIN ADVISORS, LLC
LIFESTEPS FINANCIAL, INC.
IKARIAN CAPITAL, LLC
HEARTWOOD WEALTH ADVISORS LLC
WJ WEALTH MANAGEMENT, LLC
SPRENG CAPITAL MANAGEMENT, INC.
PORTLAND LTD
AL MEHWAR COMMERCIAL INVESTMENTS LLC
VISTA WEALTH MANAGEMENT GROUP, LLC
ATTICUS WEALTH MANAGEMENT, LLC
COASTAL INVESTMENT MANAGEMENT, L.P.
PLATTE RIVER WEALTH ADVISORS, LLC
ARBOR TRUST WEALTH ADVISORS, LLC
MEADOW CREEK WEALTH ADVISORS LLC
HILLTOP WEALTH ADVISORS, LLC
SKYOAK WEALT, LLC
TOBIAS FINANCIAL ADVISORS, INC.
MAROTTA ASSET MANAGEMENT
XML FINANCIAL, LLC
IEQ CAPITAL, LLC
ASSET MANAGEMENT CORP
PBMARES WEALTH MANAGEMENT LLC
AIGEN INVESTMENT MANAGEMENT, LP
PACIFICA PARTNERS INC.
HOWARD WEALTH MANAGEMENT, LLC
CARDINAL STRATEGIC WEALTH GUIDANCE
MINOT WEALTH MANAGEMENT LLC
INTEGER WEALTH ADVISORS GROUP LLC
AURORA PRIVATE WEALTH, INC.
CHRONOS WEALTH MANAGEMENT, LLC
ALTUS WEALTH MANAGEMENT, LLC
5AM VENTURE MANAGEMENT, LLC
SENTINEL PENSION ADVISORS INC
JNE PARTNERS LLP
ROYAL HARBOR PARTNERS, LLC
TRUEFG, LLC
RETIREMENT NETWORK
ICW INVESTMENT ADVISORS LLC
LIGHTHOUSE FINANCIAL ADVISORS, INC.
VENTURE VISIONARY PARTNERS LLC
ELEVATED CAPITAL ADVISORS, LLC
SECURE ASSET MANAGEMENT, LLC
TOWNSEND ASSET MANAGEMENT CORP
STEEL PEAK WEALTH MANAGEMENT LLC
AUFMAN ASSOCIATES INC
AVALON ADVISORY GROUP
INTEGRATED ADVISORS NETWORK LLC
LWS WEALTH ADVISORS, INC.
FRANKLIN STREET CAPITAL PARTNERS, LLC
FORMATION8 GP II, LLC
PERENNIAL INVESTMENT ADVISORS, LLC
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
SUMMIT PLACE FINANCIAL ADVISORS, LLC
GREAT DIAMOND PARTNERS, LLC
TATRO CAPITAL, LLC
EPIQ PARTNERS, LLC
TI-TRUST, INC
LEGACY WEALTH PARTNERS, INC.
NATIONWIDE ASSET MANAGEMENT LLC
QUAKER WEALTH MANAGEMENT, LLC
CAROLINA WEALTH ADVISORS, LLC
WEALTH CMT
CAPITAL SQUARE, LLC
CURTIS ADVISORY GROUP, LLC
DOHJ, LLC
HUMMER FINANCIAL ADVISORY SERVICES INC
ROWLAND CARMICHAEL ADVISORS INC
CLARITY WEALTH ADVISORS, LLC
STOKES FAMILY OFFICE, LLC
ALHAMBRA INVESTMENT PARTNERS LLC
BANQUE CANTONALE VAUDOISE
GFG CAPITAL, LLC
ABSHER WEALTH MANAGEMENT, LLC
ESL TRUST SERVICES, LLC
FERGUSON SHAPIRO LLC
CAMDEN CAPITAL, LLC
POWELL INVESTMENT ADVISORS, LLC
AMJ FINANCIAL WEALTH MANAGEMENT
TBH GLOBAL ASSET MANAGEMENT, LLC
VALUE PARTNER INVESTMENTS INC.
APERTURE INVESTORS, LLC
FIRESTONE CAPITAL MANAGEMENT
SINGLE POINT PARTNERS, LLC
SUMMIT WEALTH GROUP, LLC
COLUMBIA TRUST COMPANY 01012016
BCS WEALTH MANAGEMENT
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
QP WEALTH MANAGEMENT, LLC
CRUMLY & ASSOCIATES INC.
MEDICXI VENTURES MANAGEMENT (JERSEY) LTD
STRATEGIC WEALTH DESIGNERS
CAPE ANN ASSET MANAGEMENT LTD
HEARD CAPITAL LLC
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
OCO CAPITAL PARTNERS, L.P.
MADISON WEALTH MANAGEMENT
ADVENTIST HEALTH SYSTEM/ WEST
VERDE CAPITAL MANAGEMENT
CORBETT ROAD CAPITAL MANAGEMENT, LLC
KEY FINANCIAL INC
ISLAY CAPITAL MANAGEMENT, LLC
WATSON REBECCA
TL PRIVATE WEALTH
PROFESSIONAL FINANCIAL ADVISORS, LLC
WADE FINANCIAL ADVISORY, INC
SPARK GROWTH MANAGEMENT PARTNERS LLC
INDIE ASSET PARTNERS, LLC
CASCADIA ADVISORY SERVICES, LLC
ATLAS PRIVATE WEALTH MANAGEMENT
COPPERLEAF CAPITAL, LLC
PROOF MANAGEMENT, LLC
HBC FINANCIAL SERVICES, PLLC
MAYFAIR ADVISORY GROUP, LLC
EMERALD ADVISORS, LLC
MARKS GROUP WEALTH MANAGEMENT, INC
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CORNERSTONE ADVISORS, LLC
PROVENIRE CAPITAL, LLC
MATTERN WEALTH MANAGEMENT LLC
JDC-JSC L.P.
AIA INVESTMENT MANAGEMENT HK LTD
OCEAN ENDOWMENT PARTNERS, LLC
MOUNTAIN ROAD ADVISORS, LLC
FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) COMPANY ., LTD.
STEWARDSHIP ADVISORS, LLC
KEHRS RIDGE CAPITAL,LLC
MARCHO PARTNERS LLP
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
NAN FUNG TRINITY (HK) LTD
UNIVERSITY OF MASSACHUSETTS FOUNDATION, INC.
ENNISMORE FUND MANAGEMENT LTD
MOSER WEALTH ADVISORS, LLC
VIVID FINANCIAL MANAGEMENT, INC.
DCF ADVISERS, LLC
ASCENSION CAPITAL ADVISORS, INC.
AUSTIN PRIVATE WEALTH, LLC
LEGACY WEALTH PLANNING, LLC
KEEBECK ALPHA, LP
1776 WEALTH LLC
PINZ CAPITAL MANAGEMENT, LP
ACCEL XII ASSOCIATES L.L.C.
JEEREDDI INVESTMENTS, LP
WATCHMAN GROUP, INC.
ELEMENT WEALTH, LLC
JSF FINANCIAL, LLC
SOLTIS INVESTMENT ADVISORS LLC
VESTCOR INVESTMENT MANAGEMENT CORP
MIZUHO MARKETS CAYMAN LP
SOROS CAPITAL MANAGEMENT LLC
FAIRMOUNT FUNDS MANAGEMENT LLC
BANK OF MARIN
KINNEY ASSET MANAGEMENT, LLC
ADAMS WEALTH MANAGEMENT
WEALTH ALLIANCE
LLOYD ADVISORY SERVICES, LLC.
UNIVERSITY OF MARYLAND FOUNDATION, INC.
INDEPENDENT FAMILY OFFICE, LLC
ESSEX PRIVATE WEALTH MANAGEMENT, LLC
PSI ADVISORS, LLC
KPCB DGF II ASSOCIATES, LLC
STRATEGIC FINANCIAL PLANNING, INC.
STONY POINT CAPITAL LLC
CLIENT 1ST ADVISORY GROUP, LLC
FINANCIAL STRATEGIES GROUP, INC.
LIVE OAK PRIVATE WEALTH LLC
PINPOINT ASSET MANAGEMENT LTD
INVUS FINANCIAL ADVISORS, LLC
BLUE WHALE CAPITAL LLP
L2 ASSET MANAGEMENT, LLC
HARRELL INVESTMENT PARTNERS, LLC
AMIA CAPITAL LLP
HC ADVISORS, LLC
INTEGRAL HEALTH ASSET MANAGEMENT, LLC
AFFINIA FINANCIAL GROUP, LLC
NEXWAVE CAPITAL PARTNERS LLC
RIP ROAD CAPITAL PARTNERS LP
BLACKSHEEP FUND MANAGEMENT LTD
AURUM WEALTH MANAGEMENT GROUP, LLC
CRAKE ASSET MANAGEMENT LLP
BLUE ZONE WEALTH ADVISORS, LLC
MAGNOLIA CAPITAL MANAGEMENT LTD
LION STREET ADVISORS, LLC
MENARD FINANCIAL GROUP LLC
AMERAUDI ASSET MANAGEMENT, INC.
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC
HAWSGOODWIN INVESTMENT MANAGEMENT LLC
ARGENT WEALTH MANAGEMENT LLC
STEWART ASSET MANAGEMENT, LLC
GAME PLAN FINANCIAL ADVISORS, LLC
NWK GROUP, INC.
PARCION PRIVATE WEALTH LLC
SAGE ROCK CAPITAL MANAGEMENT LP
KAM LAWRENCE
SHERPACAPITAL, LLC
TEAMWORK FINANCIAL ADVISORS, LLC
STAMINA CAPITAL MANAGEMENT LP
BELLEVUE ASSET MANAGEMENT, LLC
IDG CHINA VENTURE CAPITAL FUND IV ASSOCIATES L.P.
KATHMERE CAPITAL MANAGEMENT, LLC
MATTERN CAPITAL MANAGEMENT, LLC
DEMARS FINANCIAL GROUP, LLC
PYA WALTMAN CAPITAL, LLC
SCULATI WEALTH MANAGEMENT, LLC
BRIGHTLIGHT CAPITAL MANAGEMENT LP
DAN L DUNCAN FOUNDATION
DETALUS ADVISORS, LLC
PARKMAN HEALTHCARE PARTNERS LLC
RADNOR FINANCIAL ADVISORS, LLC
DURABLE CAPITAL PARTNERS LP
BCBSM, INC.
AMERICANA PARTNERS, LLC
VIGILARE WEALTH MANAGEMENT
AMERICAN FAMILY INSURANCE MUTUAL HOLDING COMPANY
OVATA CAPITAL MANAGEMENT LTD
SOFTVEST ADVISORS, LLC
MIK CAPITAL, LP
CWS FINANCIAL ADVISORS, LLC
BROOKFIELD HEDGE SOLUTIONS LLC
CAPITAL WEALTH ALLIANCE, LLC
BEAM ASSET MANAGEMENT, LLC
ABERDEEN WEALTH MANAGEMENT LLC
MERIDIAN WEALTH PARTNERS, LLC
CENTER FOR FINANCIAL PLANNING, INC.
HOHIMER WEALTH MANAGEMENT, LLC
INVESTMENT RESEARCH & ADVISORY GROUP, INC.
GYON TECHNOLOGIES CAPITAL MANAGEMENT, LP
MONEDA S.A. ADMINISTRADORA GENERAL DE FONDOS
ADVANTAGE ALPHA CAPITAL PARTNERS LP
SOUND FINANCIAL STRATEGIES GROUP, LLC
PETIX & BOTTE COMPANY
IRON TRIANGLE PARTNERS LP
LOGOS GLOBAL MANAGEMENT LP
LH CAPITAL MARKETS, LLC
INVENOMIC CAPITAL MANAGEMENT LP
AVIDITY PARTNERS MANAGEMENT LP
FORA CAPITAL, LLC
JADE CAPITAL ADVISORS, LLC
SOLEL PARTNERS LP
BERRY GROUP, LLC
SOLEUS CAPITAL MANAGEMENT, L.P.
HYPERION CAPITAL ADVISORS LP
APRIO WEALTH MANAGEMENT, LLC
COLUMN CAPITAL ADVISORS, LLC
ASIO CAPITAL, LLC
APPIAN WAY ASSET MANAGEMENT LP
WISHBONE MANAGEMENT, LP
EPG WEALTH MANAGEMENT LLC
FORTIS CAPITAL MANAGEMENT LLC
ATREIDES MANAGEMENT, LP
N.E.W. ADVISORY SERVICES LLC
WOODLINE PARTNERS LP
MADISON AVENUE PARTNERS, LP
TAO CAPITAL MANAGEMENT LP
PERSEVERANCE ASSET MANAGEMENT INTERNATIONAL
PLATINUM EQUITY ADVISORS, LLC
DWM FINANCIAL GROUP, INC.
ARMOR ADVISORS, L.L.C.
FURE FINANCIAL CORP
GEMSSTOCK LTD.
HAAFOR (SINGAPORE) PTE. LTD.
MIRABELLA FINANCIAL SERVICES LLP
BALLAST ADVISORS LLC
COTA CAPITAL MANAGEMENT, LLC
CINCTIVE CAPITAL MANAGEMENT LP
PRIVATE WEALTH STRATEGIES, L.L.C.
ARKADIOS WEALTH ADVISORS
BLUEPRINT INVESTMENT PARTNERS LLC
BAYBERRY CAPITAL PARTNERS LP
EMSO ASSET MANAGEMENT LTD
AKARIS GLOBAL PARTNERS, LP
IDG-ACCEL CHINA GROWTH FUND III ASSOCIATES L.P.
KPS GLOBAL ASSET MANAGEMENT UK LTD
LAIDLAW WEALTH MANAGEMENT LLC
VISIONARY WEALTH ADVISORS
MONACO ASSET MANAGEMENT SAM
RECURRENT INVESTMENT ADVISORS LLC
TARSADIA CAPITAL, LLC
SILVERSAGE ADVISORS
HIDDEN LAKE ASSET MANAGEMENT LP
REGENT PEAK WEALTH ADVISORS LLC
PACIFIC CAPITAL WEALTH ADVISORS, INC
SHELTER HAVEN CAPITAL MANAGEMENT, L.P.
DENDUR CAPITAL LP
CORE WEALTH ADVISORS, INC.
FIDUCIARY PLANNING LLC
MIROVA US LLC
COMPREHENSIVE FINANCIAL MANAGEMENT LLC
JUNIPER HILL CAPITAL MANAGEMENT, LP
HERNANI HOLDINGS LLC
SIX COLUMNS CAPITAL, LP
MISSION CREEK CAPITAL PARTNERS, INC
ATLAS PRINCIPALS, LLC
BLUE GROTTO CAPITAL, LLC
CANDLESTICK CAPITAL MANAGEMENT LP
EBOR CHARITABLE TRUST
HERON FINANCIAL GROUP, LLC
INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC
NO STREET GP LP
S2G ADVISORS, LLC
OPTAS, LLC
TWINBEECH CAPITAL LP
OLD WELL PARTNERS, LLC
MCNAUGHTON WEALTH MANAGEMENT, LLC
KIRKOSWALD ASSET MANAGEMENT LLC
BHF RG CAPITAL INC.
LEAD EDGE CAPITAL MANAGEMENT, LLC
CAROLINAS WEALTH CONSULTING LLC
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
ORION PORTFOLIO SOLUTIONS, LLC
PARSIFAL CAPITAL MANAGEMENT, LP
SOUNDWATCH CAPITAL LLC
SADDLE POINT MANAGEMENT, L.P.
DUMONT GLOBAL LP
KEEBECK WEALTH MANAGEMENT, LLC
WEALTH QUARTERBACK LLC
LIONSBRIDGE WEALTH MANAGEMENT LLC
RESONANT CAPITAL ADVISORS, LLC
HIGHSIDE GLOBAL MANAGEMENT LLC
GREAT LAKES RETIREMENT, INC.
BAYMOUNT MANAGEMENT LP
BULLSEYE ASSET MANAGEMENT LLC
CVA FAMILY OFFICE, LLC
TRANSCEND WEALTH COLLECTIVE, LLC
TRUST COMPANY OF KANSAS
ARCHER INVESTMENT CORP
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
PAX FINANCIAL GROUP, LLC
SAILER FINANCIAL LLC
PROCYON PRIVATE WEALTH PARTNERS, LLC
FSA WEALTH MANAGEMENT LLC

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