| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Boston Common Asset Management LLC | 132,323 | -18,212 | 6,561,897.57 | 0.2243 | 0.0224 | 09/30/2025 |
| 2 | Yorktown Management & Research Co., Inc. | 15,000 | 0 | 743,850 | 0.451 | 0.0025 | 09/30/2025 |
| 3 | Causeway Capital Management LLC | 7,420 | 5,244 | 367,957.8 | 0.0008 | 0.0013 | 10/31/2025 |
| 4 | Vident Advisory LLC | 7,413 | 2,449 | 367,610.67 | 0.003 | 0.0013 | 10/31/2025 |
| 5 | Todd Asset Management LLC | 7,163 | 7,163 | 355,213.17 | 0.0072 | 0.0012 | 10/31/2025 |
| 6 | Canopy Partners LLC | 5,612 | 5,612 | 278,299.08 | 0.0943 | 0.0009 | 09/30/2025 |
| 7 | RhumbLine Advisers LP | 4,841 | 4,841 | 240,065.19 | 0.0002 | 0.0008 | 09/30/2025 |
| 8 | Citibank, NA (United Kingdom) | 2,944 | 2,944 | 145,992.96 | 0.0621 | 0.0005 | 06/30/2025 |
| 9 | Aperio Group LLC | 2,358 | 2,358 | 116,933.22 | 0.0001 | 0.0004 | 09/30/2025 |
| 10 | GAMMA Investing LLC | 2,316 | 487 | 114,850.44 | 0.0063 | 0.0004 | 09/30/2025 |
| 11 | VistaShares Advisors LLC | 384 | 384 | 19,042.56 | 0.0175 | 0.0001 | 10/31/2025 |
| 12 | Salomon & Ludwin LLC | 172 | 172 | 8,529.48 | 0.0008 | 0 | 09/30/2025 |
| 13 | Brooklyn Investment Group LLC | 106 | 59 | 5,256.54 | 0.0007 | 0 | 06/30/2025 |
| 14 | Ancora Family Wealth Advisors LLC | 34 | 34 | 1,686.06 | 0.0001 | 0 | 06/30/2025 |
| 15 | PNC Investments LLC | 21 | 0 | 1,041.39 | 0 | 0 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Yorktown Growth Fund | 15,000 | 0 | 743,850 | 0.7618 | 0.0025 | 09/30/2025 |
| 2 | ActivePassive International Equity ETF | 7,420 | 5,244 | 367,957.8 | 0.0392 | 0.0013 | 10/31/2025 |
| 3 | AAM Transformers ETF | 7,413 | 2,449 | 367,610.67 | 0.3532 | 0.0013 | 10/31/2025 |
| 4 | AAM Todd International Intrinsic Value ETF | 7,163 | 7,163 | 355,213.17 | 1.5452 | 0.0012 | 10/31/2025 |
| 5 | Citi Funds - Global Multi-Thematic Equity Fund | 2,944 | 2,944 | 145,992.96 | 1.2355 | 0.0005 | 06/30/2025 |
| 6 | Praxis International Index Fund | 2,358 | 2,358 | 116,933.22 | 0.0216 | 0.0004 | 09/30/2025 |
| 7 | VistaShares Electrification Supercycle ETF | 384 | 384 | 19,042.56 | 3.7681 | 0.0001 | 10/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Todd Asset Management LLC | 7,163 | 7,163 | 355,213.17 | 0.0072 | 0.0012 | 10/31/2025 |
| 2 | Canopy Partners LLC | 5,612 | 5,612 | 278,299.08 | 0.0943 | 0.0009 | 09/30/2025 |
| 3 | Causeway Capital Management LLC | 7,420 | 5,244 | 367,957.8 | 0.0008 | 0.0013 | 10/31/2025 |
| 4 | RhumbLine Advisers LP | 4,841 | 4,841 | 240,065.19 | 0.0002 | 0.0008 | 09/30/2025 |
| 5 | Citibank, NA (United Kingdom) | 2,944 | 2,944 | 145,992.96 | 0.0621 | 0.0005 | 06/30/2025 |
| 6 | Vident Advisory LLC | 7,413 | 2,449 | 367,610.67 | 0.003 | 0.0013 | 10/31/2025 |
| 7 | Aperio Group LLC | 2,358 | 2,358 | 116,933.22 | 0.0001 | 0.0004 | 09/30/2025 |
| 8 | GAMMA Investing LLC | 2,316 | 487 | 114,850.44 | 0.0063 | 0.0004 | 09/30/2025 |
| 9 | VistaShares Advisors LLC | 384 | 384 | 19,042.56 | 0.0175 | 0.0001 | 10/31/2025 |
| 10 | Salomon & Ludwin LLC | 172 | 172 | 8,529.48 | 0.0008 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Boston Common Asset Management LLC | 132,323 | -18,212 | 6,561,897.57 | 0.2243 | 0.0224 | 09/30/2025 |
| 2 | BlackRock Advisors LLC | 0 | -116 | 0 | 0 | 0 | |
| 3 | Richardson Financial Services, Inc. | 0 | -12 | 0 | 0 | 0 | |
| 4 | Cambria Investment Management LP | 0 | -8 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.