PROFESIONALLY MANAGED PORTFO

Ticker: CSMD CUSIP: 74316P645 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
HANTZ FINANCIAL SERVICES, INC.7,489,237$237
MORGAN STANLEY1,263,909$39,965
Glenview Trust co996,148$31,498
Rockefeller Capital Management L.P.686,314$21,701
ENVESTNET ASSET MANAGEMENT INC632,721$20,007
MGO ONE SEVEN LLC460,897$14,574
OSAIC HOLDINGS, INC.349,441$11,049
Brooklyn Investment Group168,198$5,414
Integrated Wealth Concepts LLC122,535$3,875
STIFEL FINANCIAL CORP106,775$3,376
Beacon Bank & Trust104,448$3,303
CONGRESS ASSET MANAGEMENT CO /MA82,107$2,596
Clarendon Private LLC82,107$2,596
Gibbs Wealth Management63,121$2,105
Portside Wealth Group, LLC57,679$1,824
JONES FINANCIAL COMPANIES LLLP39,964$1,264
Apollon Wealth Management, LLC31,696$1,002
GK Wealth Management LLC26,762$846
Diversify Advisory Services, LLC25,784$889
NORDEN GROUP LLC22,167$701
Revisor Wealth Management LLC20,973$706
JANE STREET GROUP, LLC17,220$544
SUSQUEHANNA INTERNATIONAL GROUP, LLP16,827$532
DIVERSIFY WEALTH MANAGEMENT, LLC16,536$557
NATIXIS ADVISORS, L.P.11,461$0
CITADEL ADVISORS LLC10,125$320
Quantinno Capital Management LP9,309$294
Aptus Capital Advisors, LLC7,945$251
Financial Network Wealth Advisors LLC7,527$238
Brinker Capital Investments, LLC6,578$208
COMERICA BANK6,057$192
HARBOR INVESTMENT ADVISORY, LLC2,240$71
HUNTINGTON NATIONAL BANK1,456$46
JPMORGAN CHASE & CO919$29
UBS Group AG493$16
AE Wealth Management LLC269$9
Total (36 institutions)12,947,945$172,835