| IFS Advisors, LLC |
2026 Q1 |
4/6/2026 |
| MSRH, LLC |
2025 Q4 |
4/6/2026 |
| CX Institutional |
2026 Q1 |
4/6/2026 |
| ATMOS ADVISORY, LLC |
2026 Q1 |
4/6/2026 |
| Washington Trust Advisors, Inc. |
2026 Q1 |
4/6/2026 |
| WASHINGTON TRUST Co |
2026 Q1 |
4/6/2026 |
| Karras Company, Inc. |
2026 Q1 |
4/6/2026 |
| GREENHAVEN ASSOCIATES INC |
2026 Q1 |
4/6/2026 |
| ACIMA PRIVATE WEALTH, LLC |
2026 Q1 |
4/6/2026 |
| HIGHLINE WEALTH PARTNERS LLC |
2026 Q1 |
4/6/2026 |
| GAMMA Investing LLC |
2026 Q1 |
4/6/2026 |
| STABLEFORD CAPITAL II LLC |
2026 Q1 |
4/6/2026 |
| Old Port Advisors |
2026 Q1 |
4/6/2026 |
| Sincerus Advisory, LLC |
2026 Q1 |
4/6/2026 |
| Hiley Hunt Wealth Management |
2026 Q1 |
4/6/2026 |
| Miller Global Investments, LLC |
2026 Q1 |
4/6/2026 |
| Israel Discount Bank of New York |
2026 Q1 |
4/6/2026 |
| Trust Co of the South |
2026 Q1 |
4/6/2026 |
| HALL LAURIE J TRUSTEE |
2026 Q1 |
4/6/2026 |
| PRIVATE CLIENT SERVICES, LLC |
2026 Q1 |
4/6/2026 |
| Box Hill Private Wealth LLC |
2026 Q1 |
4/3/2026 |
| First County Bank /CT/ |
2026 Q1 |
4/3/2026 |
| ADIRONDACK TRUST CO |
2026 Q1 |
4/3/2026 |
| Ridgewood Investments LLC |
2026 Q1 |
4/3/2026 |
| Employees Provident Fund Board |
2015 Q4 |
4/3/2026 |
| Employees Provident Fund Board |
2015 Q3 |
4/3/2026 |
| Employees Provident Fund Board |
2015 Q2 |
4/3/2026 |
| Employees Provident Fund Board |
2015 Q1 |
4/3/2026 |
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q1 |
4/3/2026 |
| Global Wealth Strategies & Associates |
2026 Q1 |
4/3/2026 |
| Investors Research Corp |
2026 Q1 |
4/3/2026 |
| Rise Advisors, LLC |
2026 Q1 |
4/3/2026 |
| Coastline Trust Co |
2026 Q1 |
4/3/2026 |
| Hickory Point Bank & Trust |
2026 Q1 |
4/3/2026 |
| Ares Financial Consulting, LLC |
2026 Q1 |
4/2/2026 |
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q1 |
4/2/2026 |
| Seven Fleet Capital Management LP |
2025 Q4 - RESTATEMENT |
4/2/2026 |
| Cassady Wealth & Retirement Planning, LLC |
2025 Q4 |
4/2/2026 |
| Noble Wealth Management PBC |
2026 Q1 |
4/2/2026 |
| Silverleafe Capital Partners, LLC |
2026 Q1 |
4/2/2026 |
| Somerset Trust Co |
2026 Q1 |
4/2/2026 |
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q1 |
4/2/2026 |
| Stash Investments, LLC |
2026 Q1 |
4/2/2026 |
| Byrne Asset Management LLC |
2026 Q1 |
4/2/2026 |
| Hilltop National Bank |
2026 Q1 |
4/2/2026 |
| Ahara Advisors LLC |
2025 Q4 |
4/2/2026 |
| Marex Group plc |
2022 Q4 |
4/2/2026 |
| Marex Group plc |
2024 Q2 |
4/2/2026 |
| Marex Group plc |
2023 Q1 |
4/2/2026 |
| Marex Group plc |
2023 Q2 |
4/2/2026 |
| Marex Group plc |
2025 Q1 |
4/2/2026 |
| Marex Group plc |
2024 Q4 |
4/2/2026 |
| Marex Group plc |
2023 Q3 |
4/2/2026 |
| Horizons Wealth Management |
2026 Q1 |
4/2/2026 |
| Marex Group plc |
2023 Q4 |
4/2/2026 |
| Marex Group plc |
2024 Q1 |
4/2/2026 |
| NorthAvenue LLC |
2025 Q4 |
4/2/2026 |
| Stairway Partners, LLC |
2026 Q1 |
4/2/2026 |
| Fulcrum Equity Management |
2026 Q1 |
4/2/2026 |
| McAlister, Sweet & Associates, Inc. |
2026 Q1 |
4/2/2026 |
| Crumly & Associates Inc. |
2026 Q1 |
4/2/2026 |
| MJT & Associates Financial Advisory Group, Inc. |
2026 Q1 |
4/2/2026 |
| Soltis Investment Advisors LLC |
2025 Q4 - RESTATEMENT |
4/2/2026 |
| LVM CAPITAL MANAGEMENT LTD/MI |
2026 Q1 |
4/2/2026 |
| Aspect Partners, LLC |
2026 Q1 |
4/2/2026 |
| LBJ Family Wealth Advisors, Ltd. |
2026 Q1 |
4/1/2026 |
| Mink Brook Asset Management LLC |
2026 Q1 |
4/1/2026 |
| Royalty Pharma Sub-Manager, LLC |
2025 Q4 |
4/1/2026 |
| Laurus Global Equity Management Inc. |
2026 Q1 |
4/1/2026 |
| Robert B. Daugherty Foundation |
2026 Q1 |
4/1/2026 |
| Aspen Wealth Management LLC |
2026 Q1 |
4/1/2026 |
| First Financial Bank - Trust Division |
2026 Q1 |
4/1/2026 |
| Beacon Wealthcare LLC |
2026 Q1 |
4/1/2026 |
| Vigilare Wealth Management |
2026 Q1 |
4/1/2026 |
| BEACON FINANCIAL GROUP |
2025 Q4 |
4/1/2026 |
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q1 |
4/1/2026 |
| Bangor Savings Bank |
2026 Q1 |
4/1/2026 |
| ROWLANDMILLER & PARTNERS.ADV |
2026 Q1 |
4/1/2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q1 |
4/1/2026 |
| BancFirst Trust & Investment Management |
2026 Q1 |
4/1/2026 |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q1 |
4/1/2026 |
| Adelphi Trust Co |
2026 Q1 |
4/1/2026 |
| GP Brinson Investments LLC |
2026 Q1 |
4/1/2026 |
| NEVILLE RODIE & SHAW INC |
2026 Q1 |
4/1/2026 |
| Pensionfund Sabic |
2026 Q1 |
4/1/2026 |
| Pensionfund PDN |
2026 Q1 |
4/1/2026 |
| Signature Wealth Management Group |
2026 Q1 |
4/1/2026 |
| DWR WEALTH MANAGEMENT, LLC |
2025 Q4 |
3/31/2026 |
| Hamrick Investment Counsel, llc |
2025 Q4 |
3/31/2026 |
| Employees Provident Fund Board |
2016 Q4 |
3/31/2026 |
| Employees Provident Fund Board |
2016 Q3 |
3/31/2026 |
| Employees Provident Fund Board |
2016 Q2 |
3/31/2026 |
| Employees Provident Fund Board |
2016 Q1 |
3/31/2026 |
| Financial Insights, Inc. |
2025 Q3 |
3/31/2026 |
| Financial Insights, Inc. |
2025 Q4 |
3/31/2026 |
| BARCLAYS PLC |
2025 Q3 - RESTATEMENT |
3/31/2026 |
| Dedeker Financial LLC |
2025 Q4 |
3/31/2026 |
| Sankala Group LLC |
2026 Q1 |
3/31/2026 |
| Henson-Edgewater Management, LLC |
2025 Q4 - RESTATEMENT |
3/31/2026 |
| Employees Provident Fund Board |
2023 Q2 |
3/31/2026 |