| AOZORA BANK, LTD. | 4,460,000 | $134,469 | 46.73% |
|---|
| HARVEST VOLATILITY MANAGEMENT LLC | 19,330 | $582,800 | 19.33% |
|---|
| Edge Wealth Management LLC | 1,511,573 | $45,573,936 | 10.65% |
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| Montis Financial, LLC | 379,733 | $11,448,937 | 7.67% |
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| Sowa Financial Group, Inc. | 287,082 | $8,656 | 6.50% |
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| Glaxis Capital Management, LLC | 30,000 | $904,500 | 5.77% |
|---|
| Spectrum Asset Management, Inc. | 223,029 | $6,724,342 | 5.74% |
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| REDMONT WEALTH ADVISORS LLC | 96,279 | $2,902,812 | 5.10% |
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| Insight Wealth Strategies, LLC | 864,388 | $26,061,305 | 5.03% |
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| Moser Wealth Advisors, LLC | 228,486 | $6,888,857 | 4.84% |
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| TRUE Private Wealth Advisors | 1,114,235 | $33,594,194 | 4.66% |
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| Summit Financial Wealth Advisors, LLC | 572,600 | $17,029,120 | 4.18% |
|---|
| Kades & Cheifetz LLC | 164,173 | $4,949,820 | 3.92% |
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| ADVISORS MANAGEMENT GROUP INC /ADV | 425,969 | $12,843 | 3.88% |
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| Ballast, Inc. | 320,163 | $9,652,914 | 3.85% |
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| ForthRight Wealth Management, LLC | 296,002 | $8,924,447 | 3.84% |
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| TOBIAS FINANCIAL ADVISORS, INC. | 483,358 | $14,573,244 | 3.82% |
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| Treynor Bancshares, Inc. | 191,074 | $5,760,903 | 3.66% |
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| Golden Green, Inc. | 116,036 | $3,498,485 | 3.59% |
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| BOS Asset Management, LLC | 160,409 | $4,836,330 | 3.55% |
|---|