| H Partners Management, LLC | 0001364412 | Feb 14, 2025 | 2 | $644.6M |
| Auxier Asset Management LLC | 0001105863 | Feb 19, 2025 | 171 | $645.1M |
| Foresight Group Ltd Liability Partnership | 0001943441 | Jan 15, 2025 | 35 | $645.3M |
| Palo Alto Investors LP | 0001306923 | Feb 14, 2025 | 43 | $645.4M |
| Adventist Health System/ West | 0001802516 | Feb 12, 2025 | 8 | $646.5M |
| McMorgan & Co. LLC | 0001162695 | Feb 13, 2025 | 56 | $646.5M |
| Capital Planning Advisors, LLC | 0001631941 | Jan 17, 2025 | 137 | $647.5M |
| Dudley & Shanley, Inc. | 0000883511 | Jan 3, 2025 | 37 | $647.6M |
| Fieldview Capital Management, LLC | 0002040221 | Feb 14, 2025 | 402 | $647.6M |
| Almanack Investment Partners, LLC. | 0001680613 | Jan 28, 2025 | 182 | $648.3M |
| WS Management LLLP | 0000877338 | Feb 14, 2025 | 30 | $648.3M |
| Estabrook Capital Management | 0001344717 | Feb 13, 2025 | 348 | $648.6M |
| Mark Asset Management LP | 0000860176 | Feb 14, 2025 | 41 | $648.6M |
| Independence Bank of Kentucky | 0001730479 | Jan 24, 2025 | 623 | $649.8M |
| Planning Alternatives Ltd. | 0000712011 | Feb 6, 2025 | 61 | $650.5M |
| Ratan Capital Management LP | 0001566887 | Feb 14, 2025 | 39 | $652.0M |
| Debussy Capital Management LP | 0001682021 | Feb 14, 2025 | 287 | $652.2M |
| South Street Advisors LLC | 0001399706 | Feb 10, 2025 | 69 | $652.5M |
| Red Door Wealth Management, LLC | 0001783599 | Jan 17, 2025 | 227 | $653.2M |
| Fractal Investments LLC | 0001843590 | Jan 27, 2025 | 76 | $653.5M |
| Financial Enhancement Group LLC | 0001641438 | Jan 14, 2025 | 116 | $654.2M |
| Maltese Capital Management LLC | 0001040762 | Feb 14, 2025 | 113 | $655.0M |
| Main Management Fund Advisors LLC | 0001862787 | Feb 14, 2025 | 6 | $655.0M |
| Johnson Bixby & Associates, LLC | 0001844238 | Jan 21, 2025 | 116 | $655.4M |
| Quantum Financial Advisors, LLC | 0001929139 | Jan 14, 2025 | 189 | $656.1M |
| Premier Path Wealth Partners, LLC | 0001999925 | Jan 15, 2025 | 369 | $656.2M |
| Irenic Capital Management LP | 0001929389 | Feb 14, 2025 | 20 | $656.4M |
| Hunter Associates Investment Management LLC | 0001380137 | Jan 23, 2025 | 254 | $656.7M |
| GFS Advisors, LLC | 0001427263 | Jan 23, 2025 | 152 | $657.6M |
| Mainstay Capital Management LLC | 0001127612 | Feb 4, 2025 | 105 | $657.6M |
| Meridian Wealth Partners, LLC | 0001781942 | Feb 11, 2025 | 106 | $659.1M |
| Secure Asset Management, LLC | 0001800692 | Jan 17, 2025 | 313 | $659.1M |
| Titan Global Capital Management USA LLC | 0001845930 | Feb 13, 2025 | 62 | $659.3M |
| Evermay Wealth Management LLC | 0001066816 | Jan 24, 2025 | 573 | $660.3M |
| Teza Capital Management LLC | 0001655789 | Feb 14, 2025 | 467 | $660.5M |
| Central Bank & Trust Co. | 0001175954 | Jan 16, 2025 | 180 | $660.6M |
| Silverback Asset Management LLC | 0001278960 | Feb 27, 2025 | 67 | $661.3M |
| Archford Capital Strategies, LLC | 0001606609 | Jan 21, 2025 | 266 | $661.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0001599852 | Feb 14, 2025 | 150 | $661.6M |
| SPX Gestao de Recursos Ltda | 0001589176 | Feb 7, 2025 | 80 | $662.6M |
| Consolidated Press International Holdings Ltd. | 0001260786 | Feb 14, 2025 | 15 | $663.5M |
| EnCap Energy Capital Fund XI, L.P. | 0001693946 | Feb 14, 2025 | 2 | $663.8M |
| Capital Investment Counsel, Inc | 0001418421 | Feb 3, 2025 | 246 | $663.8M |
| Graham Holdings Co Master Retirement Trust | 0001912699 | Feb 14, 2025 | 2 | $664.6M |
| MMCAP International Inc. SPC | 0001304857 | Feb 4, 2025 | 139 | $664.9M |
| Pinnacle Wealth Planning Services, Inc. | 0001726752 | Feb 27, 2025 | 390 | $665.5M |
| Covington Investment Advisors Inc. | 0001569036 | May 13, 2025 | 72 | $666.3M |
| CDAM (UK) Ltd | 0001719387 | Feb 13, 2025 | 10 | $666.4M |
| ERn Financial, LLC | 0001768302 | Jan 14, 2025 | 190 | $666.5M |
| Fine Capital Partners, L.P. | 0001339161 | Feb 14, 2025 | 1 | $666.6M |
| Parkside Investments, LLC | 0001706248 | Jan 22, 2025 | 94 | $667.0M |
| Black Diamond Financial, LLC | 0001759236 | Feb 4, 2025 | 146 | $667.3M |
| Golden State Wealth Management, LLC | 0001776033 | Jan 28, 2025 | 1,513 | $667.5M |
| Camden National Bank | 0001697855 | Feb 7, 2025 | 164 | $668.2M |
| Mayflower Financial Advisors, LLC | 0001852930 | Jan 22, 2025 | 379 | $668.8M |
| Cynosure Group, LLC | 0001763409 | Feb 12, 2025 | 367 | $669.3M |
| Pandi, LLC | 0002058702 | Mar 3, 2025 | 4 | $669.3M |
| Abacus Wealth Partners, LLC | 0001978011 | Jan 16, 2025 | 93 | $669.7M |
| Sanders Morris Harris LLC | 0001053994 | Jan 15, 2025 | 291 | $669.9M |
| Governors Lane LP | 0001644187 | Feb 14, 2025 | 40 | $670.1M |
| Sendero Wealth Management, LLC | 0001639375 | Jan 14, 2025 | 161 | $671.3M |
| Ophir Asset Management Pty Ltd | 0001844640 | Feb 14, 2025 | 30 | $671.6M |
| Novem Group | 0001926783 | Feb 18, 2025 | 361 | $672.6M |
| Colonial Trust Co / SC | 0001954093 | Feb 14, 2025 | 1,321 | $673.1M |
| One Wealth Advisors, LLC | 0001725297 | Jan 24, 2025 | 250 | $674.0M |
| Managed Asset Portfolios, LLC | 0001600999 | Feb 7, 2025 | 52 | $674.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0001748861 | Feb 7, 2025 | 452 | $675.0M |
| Prime Capital Management Co Ltd | 0001448793 | Feb 14, 2025 | 5 | $676.1M |
| Twin Focus Capital Partners, LLC | 0001387761 | Feb 13, 2025 | 141 | $676.6M |
| Jamison Private Wealth Management, Inc. | 0002006637 | Jan 21, 2025 | 205 | $677.3M |
| D'Orazio & Associates, Inc. | 0001646821 | Jan 28, 2025 | 237 | $678.0M |
| Cullen Investment Group, LTD. | 0000797203 | Jan 13, 2025 | 177 | $678.0M |
| Dark Forest Capital Management LP | 0001853322 | Feb 14, 2025 | 887 | $678.2M |
| George Kaiser Family Foundation | 0001265376 | Feb 12, 2025 | 17 | $678.8M |
| Quadcap Wealth Management, LLC | 0002009674 | Feb 14, 2025 | 371 | $679.1M |
| Zevin Asset Management LLC | 0001394096 | Feb 10, 2025 | 86 | $679.4M |
| John G Ullman & Associates Inc. | 0000919530 | Feb 5, 2025 | 172 | $679.6M |
| Baker Ellis Asset Management LLC | 0001365559 | Jan 17, 2025 | 215 | $679.6M |
| Tairen Capital Ltd | 0001652062 | Feb 14, 2025 | 69 | $680.2M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0001755911 | Feb 11, 2025 | 102 | $680.3M |
| Simcoe Capital Management, LLC | 0001633362 | Feb 14, 2025 | 11 | $680.5M |
| Vision Capital Management, Inc. | 0001417889 | Jan 27, 2025 | 131 | $680.5M |
| Revolve Wealth Partners, LLC | 0001808992 | Mar 19, 2025 | 219 | $680.9M |
| BSW Wealth Partners | 0001512601 | Jan 22, 2025 | 308 | $681.3M |
| Arkos Global Advisors | 0001769089 | Feb 14, 2025 | 129 | $681.6M |
| LS Investment Advisors, LLC | 0001455845 | Jan 24, 2025 | 134 | $682.0M |
| De Lisle Partners LLP | 0002011184 | Feb 13, 2025 | 190 | $682.1M |
| NWF Advisory Services Inc. | 0002045735 | May 14, 2025 | 274 | $682.3M |
| Covalis Capital LLP | 0001698819 | Feb 13, 2025 | 61 | $684.2M |
| Flaharty Asset Management, LLC | 0001697882 | Feb 5, 2025 | 128 | $685.0M |
| Fort Sheridan Advisors LLC | 0001606666 | Feb 5, 2025 | 246 | $685.2M |
| Financial Partners Group, Inc | 0001731169 | Jan 24, 2025 | 182 | $685.4M |
| Aprio Wealth Management, LLC | 0001803519 | Jan 13, 2025 | 316 | $685.4M |
| King Wealth Management Group | 0001568235 | Feb 10, 2025 | 154 | $685.5M |
| Ardmore Road Asset Management LP | 0001835730 | Feb 12, 2025 | 36 | $685.8M |
| Passaic Partners LLC | 0001905809 | Feb 10, 2025 | 14 | $688.4M |
| Goldstein Advisors, LLC | 0001963807 | Jan 17, 2025 | 202 | $688.6M |
| LGL Partners, LLC | 0001653202 | Feb 4, 2025 | 125 | $688.9M |
| Pinkerton Wealth, LLC | 0001536446 | Feb 18, 2025 | 129 | $689.5M |
| Condire Management, LP | 0001847739 | Feb 14, 2025 | 20 | $690.6M |