| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 133,029 | 39,653 | 2,342,640.69 | 0.0018 | 0.004 | 12/31/2025 |
| 2 | Jarislowsky, Fraser Ltd. | 85,960 | 0 | 1,513,755.6 | 0.0077 | 0.0026 | 12/31/2025 |
| 3 | Advisors Capital Management LLC | 68,200 | 14,700 | 1,201,002 | 0.0134 | 0.002 | 12/31/2025 |
| 4 | Yousif Capital Management LLC | 58,866 | -1,440 | 1,036,630.26 | 0.0112 | 0.0018 | 03/31/2026 |
| 5 | Causeway Capital Management LLC | 39,052 | 1,186 | 687,705.72 | 0.0014 | 0.0012 | 03/31/2026 |
| 6 | Boston Common Asset Management LLC | 29,529 | 6,156 | 520,005.69 | 0.0148 | 0.0009 | 12/31/2025 |
| 7 | Sterling Capital Management LLC | 24,804 | -3,398 | 436,798.44 | 0.0082 | 0.0007 | 03/31/2026 |
| 8 | ShariaPortfolio, Inc. | 18,696 | 7,171 | 329,236.56 | 0.0971 | 0.0006 | 03/31/2026 |
| 9 | Abacus FCF Advisors LLC | 15,540 | 15,540 | 273,659.4 | 0.0554 | 0.0005 | 03/31/2026 |
| 10 | GAMMA Investing LLC | 13,336 | 3,610 | 234,846.96 | 0.0101 | 0.0004 | 03/31/2026 |
| 11 | IHT Wealth Management LLC | 13,100 | 1,896 | 230,691 | 0.0054 | 0.0004 | 12/31/2025 |
| 12 | Aperio Group LLC | 12,517 | 0 | 220,424.37 | 0.0002 | 0.0004 | 12/31/2025 |
| 13 | PNC Wealth Management LLC | 8,718 | -240 | 153,523.98 | 0.0011 | 0.0003 | 12/31/2025 |
| 14 | Salomon & Ludwin LLC | 1,789 | 230 | 31,504.29 | 0.0027 | 0.0001 | 12/31/2025 |
| 15 | Westside Investment Management LLC | 1,548 | 0 | 27,260.28 | 0.0043 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | NBI Jarislowsky Fraser Select Balanced Fund | 85,960 | 0 | 1,513,755.6 | 2.1091 | 0.0026 | 12/31/2025 |
| 2 | Advisors Capital International Fund | 68,200 | 14,700 | 1,201,002 | 3.0983 | 0.002 | 12/31/2025 |
| 3 | ActivePassive International Equity ETF | 39,052 | 1,186 | 687,705.72 | 0.0687 | 0.0012 | 03/31/2026 |
| 4 | SP Funds S&P World (ex-US) ETF | 18,696 | 7,171 | 329,236.56 | 0.2268 | 0.0006 | 03/31/2026 |
| 5 | Abacus FCF International Leaders ETF | 15,540 | 15,540 | 273,659.4 | 1.5274 | 0.0005 | 03/31/2026 |
| 6 | Aquarius International Fund | 6,624 | 0 | 116,648.64 | 0.0148 | 0.0002 | 11/30/2025 |
| 7 | Praxis International Index Fund | 5,893 | 0 | 103,775.73 | 0.018 | 0.0002 | 12/31/2025 |
| 8 | abrdn International Equity ADR Fund | 872 | -128 | 15,355.92 | 2.4985 | 0 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 133,029 | 39,653 | 2,342,640.69 | 0.0018 | 0.004 | 12/31/2025 |
| 2 | Abacus FCF Advisors LLC | 15,540 | 15,540 | 273,659.4 | 0.0554 | 0.0005 | 03/31/2026 |
| 3 | Advisors Capital Management LLC | 68,200 | 14,700 | 1,201,002 | 0.0134 | 0.002 | 12/31/2025 |
| 4 | ShariaPortfolio, Inc. | 18,696 | 7,171 | 329,236.56 | 0.0971 | 0.0006 | 03/31/2026 |
| 5 | Boston Common Asset Management LLC | 29,529 | 6,156 | 520,005.69 | 0.0148 | 0.0009 | 12/31/2025 |
| 6 | GAMMA Investing LLC | 13,336 | 3,610 | 234,846.96 | 0.0101 | 0.0004 | 03/31/2026 |
| 7 | IHT Wealth Management LLC | 13,100 | 1,896 | 230,691 | 0.0054 | 0.0004 | 12/31/2025 |
| 8 | Causeway Capital Management LLC | 39,052 | 1,186 | 687,705.72 | 0.0014 | 0.0012 | 03/31/2026 |
| 9 | Ancora Private Wealth Advisors LLC | 1,210 | 1,098 | 21,308.1 | 0.0008 | 0 | 12/31/2025 |
| 10 | Salomon & Ludwin LLC | 1,789 | 230 | 31,504.29 | 0.0027 | 0.0001 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Domini Impact Investments LLC | 0 | -129,600 | 0 | 0 | 0 | |
| 2 | Donoghue Forlines LLC | 0 | -69,429 | 0 | 0 | 0 | |
| 3 | Sterling Capital Management LLC | 24,804 | -3,398 | 436,798.44 | 0.0082 | 0.0007 | 03/31/2026 |
| 4 | Yousif Capital Management LLC | 58,866 | -1,440 | 1,036,630.26 | 0.0112 | 0.0018 | 03/31/2026 |
| 5 | PNC Wealth Management LLC | 8,718 | -240 | 153,523.98 | 0.0011 | 0.0003 | 12/31/2025 |
| 6 | abrdn Investments Luxembourg SA | 872 | -128 | 15,355.92 | 0.0043 | 0 | 03/31/2026 |
Data provided by FactSet Research Systems Inc.