| PERKEA CAPITAL SECURITIES INC → | RIA / FO | – | GREENWOOD VILLAGE, CO | CRD 339266 |
| Perkins Abigail H → | 13F manager | – | – | CIK 0001862195 |
| PERKINS CAPITAL MANAGEMENT INC → | 13F manager | – | – | CIK 884300 |
| Perkins Coie Trust Co → | 13F manager | – | – | CIK 1513038 |
| PERLMAN DANA → | 13F manager | – | – | CIK 0001517380 |
| Permanens Capital L.P. → | 13F manager | – | – | CIK 1599637 |
| Permanent Capital Management, LP → | 13F manager | – | – | CIK 2054108 |
| PERMANENT CAPITAL VENTURES MANAGEMENT, LLC → | RIA / FO | – | CHICAGO, IL | CRD 331374 |
| PERMIAN CAPITAL LLC → | RIA / FO | – | SAN FRANCISCO, CA | CRD 341549 |
| Permian Investment Partners, LP → | 13F manager | – | – | CIK 1472850 |
| PERMIRA CREDIT LIMITED → | RIA / FO | – | LONDON | CRD 162394 |
| Permira Holdings LTD → | 13F manager | – | – | CIK 1337150 |
| PERMIRA INVESTMENT ADVISERS LIMITED → | RIA / FO | – | ST PETER PORT | CRD 292536 |
| Permit Capital, LLC → | 13F manager | – | – | CIK 1313978 |
| Perold Jacques P → | 13F manager | – | – | CIK 0001648837 |
| Perpetual Ltd → | 13F manager | – | – | CIK 1647273 |
| PERPETUITY → | RIA / FO | – | – | CRD 105555 |
| Perridon Opportunities III a series of Perridon Ventures LLC → | Issuer | – | – | CIK 2139892 |
| PERRY CREEK CAPITAL LP → | 13F manager | – | – | CIK 1769704 |
| Perry Kirk → | 13F manager | – | – | CIK 0001685154 |
| PERRYMAN FINANCIAL ADVISORY INC /AD → | 13F manager | – | – | CIK 934040 |
| Perseverance Asset Management International → | 13F manager | – | – | CIK 1802695 |
| PERSEVERANCE ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD → | RIA / FO | – | SINGAPORE | CRD 322036 |
| Pershing Square Capital Management, L.P. → | 13F manager | – | – | CIK 1336528 |
| PERSHING SQUARE INC. → | 13F manager | – | – | CIK 2026053 |
| PERSISTENT ASSET PARTNERS LIMITED → | RIA / FO | – | HONG KONG | CRD 177528 |
| Persistent Asset Partners Ltd → | 13F manager | – | – | CIK 2056052 |
| Persium Advisors, LLC → | 13F manager | – | – | CIK 2033683 |
| PERSONAL CFO SOLUTIONS, LLC → | 13F manager | – | – | CIK 1677501 |
| PERSPECTEC INCORPORATED → | RIA / FO | – | TORONTO, ONTARIO | CRD 287591 |
| PERSPECTIVE WEALTH ADVISORS LLC → | 13F manager | – | – | CIK 2080427 |
| Pertento Partners LLP → | 13F manager | – | – | CIK 1894571 |
| PERTENTO PARTNERS LLP → | RIA / FO | – | LONDON | CRD 317498 |
| Peter E. Haas Jr. Family Fund → | 13F manager | – | – | CIK 0001976303 |
| PETER PESIC & CO. ADVISORS → | RIA / FO | – | – | CRD 166198 |
| Petersen Hastings Wealth Advisors Inc. → | 13F manager | – | – | CIK 2109614 |
| Peterson Wealth Advisors, LLC → | 13F manager | – | – | CIK 1713558 |
| PETERSON WEALTH MANAGEMENT → | 13F manager | – | – | CIK 1785144 |
| Peterson Wealth Services → | 13F manager | – | – | CIK 1906799 |
| Petiole USA ltd → | 13F manager | – | – | CIK 1600202 |
| Petix & Botte Co → | 13F manager | – | – | CIK 1803255 |
| PETRA FINANCIAL ADVISORS INC → | 13F manager | – | – | CIK 1971427 |
| PETREDIS INVESTMENT ADVISORS LLC → | 13F manager | – | – | CIK 1964544 |
| Petros Family Wealth, LLC → | 13F manager | – | – | CIK 2004963 |
| Petrucci Anthony Michael → | 13F manager | – | – | CIK 0002069810 |
| PETRUS ADVISERS BRATISLAVA K.S → | RIA / FO | – | BRATISLAVA | CRD 331870 |
| Petrus Trust Company, LTA → | 13F manager | – | – | CIK 1473429 |
| Pettee Investors, Inc. → | 13F manager | – | – | CIK 1596901 |
| Pettet Bruce T. → | 13F manager | – | – | CIK 0001524050 |
| Pettinga Financial Advisors LLC → | 13F manager | – | – | CIK 1694592 |
| Pettiti Gianluca → | 13F manager | – | – | CIK 0001844600 |
| PETTYJOHN, WOOD & WHITE, INC → | 13F manager | – | – | CIK 1128213 |
| PEVC I GENERAL PARTNER IV, LTD. → | RIA / FO | – | GEORGE TOWN | CRD 332786 |
| PEX Lone Star Edison Co-Invest, LP → | Issuer | – | – | CIK 2136143 |
| PFA Pension, Forsikringsaktieselskab → | 13F manager | – | – | CIK 1730073 |
| PFC CAPITAL GROUP, INC. → | 13F manager | – | – | CIK 2010374 |
| PFENNIGER RICHARD C JR → | 13F manager | – | – | CIK 0001200796 |
| PFG Advisors → | 13F manager | – | – | CIK 1694435 |
| PFG Investments, LLC → | 13F manager | – | – | CIK 1973224 |
| PFG Private Wealth Management, LLC → | 13F manager | – | – | CIK 1799957 |
| PFIZER INC → | 13F manager | – | – | CIK 78003 |
| Pflug Koory, LLC → | 13F manager | – | – | CIK 1740063 |
| PFM Health Sciences, LP → | 13F manager | – | – | CIK 1442756 |
| PFS Partners, LLC → | 13F manager | – | – | CIK 2002654 |
| PFW Advisors LLC → | 13F manager | – | – | CIK 1989744 |
| PG Portland Investors, LLC → | Issuer | – | – | CIK 2140352 |
| PGGM Investments → | 13F manager | – | – | CIK 1472190 |
| PGIM Custom Harvest LLC → | 13F manager | – | – | CIK 1845793 |
| PGIM PRIVATE CAPITAL (IRELAND) LIMITED → | RIA / FO | – | LETTERKENNY, CO DONEGAL | CRD 305536 |
| PGIM REAL ESTATE ADVISORS LLC → | RIA / FO | – | NEWARK, NJ | CRD 327165 |
| PGIM SINGAPORE → | RIA / FO | – | SINGAPORE | CRD 313005 |
| PGIM U.S. CMBS Opportunities Fund (Cayman) I, L.P. → | Issuer | – | – | CIK 2141526 |
| PGM INC. → | RIA / FO | – | MONTREAL, QUEBEC | CRD 299309 |
| PH-0520 Fund II, a series of Roll Up Vehicles, LP → | Issuer | – | – | CIK 2138827 |
| Phanstiel S. Louise → | 13F manager | – | – | CIK 0001471518 |
| PHARSALUS CAPITAL MANAGEMENT, LLC → | RIA / FO | – | NEW YORK, NY | CRD 335251 |
| PharVision Advisers, LLC → | 13F manager | – | – | CIK 1898824 |
| PHD BIOTECH HOLDINGS, LLC → | RIA / FO | – | LOS ANGELES, CA | CRD 338129 |
| PHENOMENAL VENTURES LLC → | RIA / FO | – | SAN FRANCISCO, CA | CRD 329336 |
| PHESTOS CAPITAL, LLC → | RIA / FO | – | LAS VEGAS, NV | CRD 338948 |
| PHIFUND MANAGERS, LLC → | RIA / FO | – | – | CRD 321049 |
| Phil A. Younker & Associates, Ltd. → | 13F manager | – | – | CIK 2063635 |
| Philadelphia Financial Management of San Francisco, LLC → | 13F manager | – | – | CIK 1351407 |
| Philadelphia Investment Partners, LLC → | 13F manager | – | – | CIK 2131511 |
| PHILADELPHIA TRUST CO → | 13F manager | – | – | CIK 1110806 |
| Philip James Wealth Mangement, LLC → | 13F manager | – | – | CIK 2002630 |
| Phillip James Consulting Co. → | 13F manager | – | – | CIK 2111830 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC → | 13F manager | – | – | CIK 1350660 |
| PHILLIPS MARGAIN Carlos → | 13F manager | – | – | CIK 0002123777 |
| PHILLIPS MARGAIN Guadalupe → | 13F manager | – | – | CIK 0002124088 |
| Phillips Wealth Planners LLC → | 13F manager | – | – | CIK 1962628 |
| PHILOS & PARTNERS AG → | RIA / FO | – | ZURICH | CRD 323552 |
| PhiloSmith Capital Corp → | 13F manager | – | – | CIK 1942361 |
| Philosophy Capital Management LLC → | 13F manager | – | – | CIK 1869199 |
| PHILOTIMO VENTURES, LLC → | RIA / FO | – | – | CRD 340944 |
| Phipps Jason → | 13F manager | – | – | CIK 0001699193 |
| PHOBOS, LLC → | RIA / FO | – | LAS VEGAS, NV | CRD 292170 |
| Phocas Financial Corp. → | 13F manager | – | – | CIK 1356783 |
| PHOENIX COURT FUND MANAGEMENT LIMITED → | RIA / FO | – | – | CRD 325921 |
| Phoenix Equity Partners Insight III L.P. → | Issuer | – | – | CIK 2137131 |