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.

New Positions (10)

Beacon Bank & Trust
Value ($000) $3,303 Shares 104,448
Brinker Capital Investments, LLC
Value ($000) $208 Shares 6,578
JANE STREET GROUP, LLC
Value ($000) $544 Shares 17,220
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $532 Shares 16,827
CITADEL ADVISORS LLC
Value ($000) $320 Shares 10,125
HUNTINGTON NATIONAL BANK
Value ($000) $46 Shares 1,456
JPMORGAN CHASE & CO
Value ($000) $29 Shares 919
UBS Group AG
Value ($000) $16 Shares 493
AE Wealth Management LLC
Value ($000) $9 Shares 269
NATIXIS ADVISORS, L.P.
Value ($000) $0 Shares 11,461

Increased Positions (21)

Clarendon Private LLC
Value ($000) $2,596 (+21.6%) Shares 82,107 (+28.1%)
HANTZ FINANCIAL SERVICES, INC.
Value ($000) $237 (-1.6%) Shares 7,489,237 (+3.7%)
GK Wealth Management LLC
Value ($000) $846 (+171.2%) Shares 26,762 (+185.7%)
Brooklyn Investment Group
Value ($000) $5,414 (+495.9%) Shares 168,198 (+477.2%)
Revisor Wealth Management LLC
Value ($000) $706 (+202.2%) Shares 20,973 (+199.7%)
Portside Wealth Group, LLC
Value ($000) $1,824 (+30.7%) Shares 57,679 (+37.6%)
Glenview Trust co
Value ($000) $31,498 (+0.8%) Shares 996,148 (+6.2%)
Rockefeller Capital Management L.P.
Value ($000) $21,701 (+1631.1%) Shares 686,314 (+1723.6%)
MGO ONE SEVEN LLC
Value ($000) $14,574 (+6.9%) Shares 460,897 (+12.6%)
DIVERSIFY WEALTH MANAGEMENT, LLC
Value ($000) $557 (+111.5%) Shares 16,536 (+108.3%)
MORGAN STANLEY
Value ($000) $39,965 (+137.9%) Shares 1,263,909 (+150.6%)
STIFEL FINANCIAL CORP
Value ($000) $3,376 (+100.3%) Shares 106,775 (+111.0%)
Integrated Wealth Concepts LLC
Value ($000) $3,875 (+3.3%) Shares 122,535 (+8.8%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $20,007 (+8.6%) Shares 632,721 (+14.4%)
OSAIC HOLDINGS, INC.
Value ($000) $11,049 (+5.1%) Shares 349,441 (+10.7%)
JONES FINANCIAL COMPANIES LLLP
Value ($000) $1,264 (+405.4%) Shares 39,964 (+431.6%)
Apollon Wealth Management, LLC
Value ($000) $1,002 (+13.0%) Shares 31,696 (+19.0%)
CONGRESS ASSET MANAGEMENT CO /MA
Value ($000) $2,596 (+3.7%) Shares 82,107 (+9.2%)
COMERICA BANK
Value ($000) $192 (+2586.9%) Shares 6,057 (+2730.4%)
Aptus Capital Advisors, LLC
Value ($000) $251 (+3.8%) Shares 7,945 (+9.3%)

Decreased Positions (4)

Gibbs Wealth Management
Value ($000) $2,105 (-8.0%) Shares 63,121 (-8.1%)
Financial Network Wealth Advisors LLC
Value ($000) $238 (-7.1%) Shares 7,527 (-2.2%)
Diversify Advisory Services, LLC
Value ($000) $889 (-0.7%) Shares 25,784 (-4.4%)
Quantinno Capital Management LP
Value ($000) $294 (-6.1%) Shares 9,309 (-1.1%)

Exited Positions (3)

PFG Advisors
Value ($000) $283 Shares 8,510
PRINCIPAL SECURITIES, INC.
Value ($000) $5 Shares 141
CWM, LLC
Value ($000) $0 Shares 309