| St. James Investment Company | 1/04/2025 | |
| Alphyn Capital Management | 1/11/2025 | KKR FRFHF AMZN GOOG MRO.L EXXRF AHT.L PROSY DSGR |
| Palm Valley Capital Fund | 1/11/2025 | KELYA SEB HTLD MAN CRI |
| Vltava Fund | 1/11/2025 | AMAT LRCX |
| Right Tail Capital | 1/11/2025 | |
| Middle Coast Investing | 1/11/2025 | PGR DALN DFS ACLS ATKR FCNCA LULU |
| Manole Capital Management | 1/11/2025 | |
| Leaven Partners | 1/19/2025 | |
| Akre Focus Fund | 1/19/2025 | |
| Aristotle - International Equity ADR | 1/19/2025 | CCJ SONY ASHTF DSFIY |
| Aristotle - Small Cap Equity | 1/19/2025 | AMTM COLD AXTA HXL TROX |
| Aristotle - Small/Mid Cap Equity | 1/19/2025 | COLD AXTA CMCO DOC HXL NSIT |
| Aristotle - Value Equity | 1/19/2025 | LEN MCHP AMP COF |
| Upslope Capital Management | 1/19/2025 | CRL VFC QNTQF |
| LVS Advisory | 1/19/2025 | |
| Wedgewood Partners Large Cap Focused Growth | 1/19/2025 | TPL SPGI |
| Vulcan Value Partners | 1/19/2025 | |
| Distillate Capital | 1/19/2025 | |
| Patient Capital Management | 1/19/2025 | PGEN FBTC SOFI UAL PTON IAC CROX |
| Claret Asset Management | 1/19/2025 | |
| Headwaters Capital | 1/19/2025 | TMDX |
| Heartland Mid Cap Value Fund | 1/19/2025 | SYY WTW CNC |
| Heartland Value Fund | 1/19/2025 | SEE DK PDCO XRAY |
| Heartland Value Plus Fund | 1/19/2025 | FBK SMTC |
| White Falcon Capital Management | 1/19/2025 | PRGO |
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