| Kings Path Partners LLC |
2026 Q1 - RESTATEMENT |
8/20/2026 |
| Anderson Financial Strategies, LLC |
2026 Q2 |
8/20/2026 |
| Rehmann Capital Advisory Group |
2026 Q2 |
8/20/2026 |
| Jackson Wealth Management, LLC |
2026 Q2 |
8/20/2026 |
| Condire Management, LP |
2026 Q2 - NEW HOLDINGS |
8/20/2026 |
| GILL CAPITAL PARTNERS, LLC |
2026 Q2 |
8/20/2026 |
| Ridgepath Capital Management LLC |
2026 Q2 |
8/20/2026 |
| Layline Advisors, LLC |
2026 Q2 |
8/20/2026 |
| ATX Financial Planning, LLC |
2026 Q2 |
8/20/2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2026 Q2 |
8/20/2026 |
| American Beacon Advisors, Inc. |
2026 Q2 |
8/20/2026 |
| Forefront Wealth Partners, LLC |
2026 Q2 |
8/20/2026 |
| First Nebraska Trust Co |
2005 Q1 |
8/20/2026 |
| DEPRINCE RACE & ZOLLO INC |
2026 Q2 |
8/20/2026 |
| First Nebraska Trust Co |
2005 Q2 |
8/20/2026 |
| Pandowealth. LLC |
2026 Q2 - RESTATEMENT |
8/19/2026 |
| Harvest Fund Management Co., Ltd |
2026 Q2 |
8/19/2026 |
| First Nebraska Trust Co |
2005 Q3 |
8/19/2026 |
| CANTOR FITZGERALD, L. P. |
2026 Q2 - NEW HOLDINGS |
8/19/2026 |
| First Nebraska Trust Co |
2005 Q4 |
8/19/2026 |
| RESOLUTE WEALTH ADVISOR, INC. |
2026 Q2 |
8/19/2026 |
| CALIFORNIA FIRST LEASING CORP |
2026 Q2 |
8/19/2026 |
| Bullish |
2025 Q4 |
8/19/2026 |
| Bullish |
2026 Q1 |
8/19/2026 |
| Bullish |
2026 Q2 |
8/19/2026 |
| Sustainable Insight Capital Management, LLC |
2026 Q2 |
8/19/2026 |
| MERCER GLOBAL ADVISORS INC /ADV |
2026 Q2 - RESTATEMENT |
8/19/2026 |
| Palo Alto Investors LP |
2026 Q2 - RESTATEMENT |
8/19/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2026 Q1 - RESTATEMENT |
8/19/2026 |
| Custos Family Office, LLC |
2026 Q1 |
8/19/2026 |
| STOCK YARDS BANK & TRUST CO |
2026 Q2 - RESTATEMENT |
8/19/2026 |
| Kalehua Capital Management LLC |
2026 Q2 - NEW HOLDINGS |
8/19/2026 |
| Custos Family Office, LLC |
2026 Q2 |
8/19/2026 |
| Arbiter Partners Capital Management LLC |
2026 Q2 - NEW HOLDINGS |
8/19/2026 |
| Bullock Wealth Management Group |
2026 Q2 |
8/19/2026 |
| Lombard Odier Asset Management (Europe) Ltd |
2026 Q2 - NEW HOLDINGS |
8/19/2026 |
| BOUSSARD & GAVAUDAN GESTION SAS |
2026 Q2 |
8/19/2026 |
| Expect Equity LLC |
2026 Q1 - RESTATEMENT |
8/19/2026 |
| Goodwin Investment Advisory |
2026 Q2 |
8/19/2026 |
| Expect Equity LLC |
2025 Q4 - RESTATEMENT |
8/19/2026 |
| SPX Gestao de Recursos Ltda |
2026 Q2 - RESTATEMENT |
8/19/2026 |
| IKE Capital, LLC |
2025 Q4 |
8/19/2026 |
| Prosperitas Financial LLC |
2026 Q2 |
8/19/2026 |
| Field & Main Bank |
2026 Q2 - RESTATEMENT |
8/19/2026 |
| First Nebraska Trust Co |
2006 Q2 |
8/18/2026 |
| First Nebraska Trust Co |
2006 Q1 |
8/18/2026 |
| Fox Hill Wealth Management |
2026 Q2 |
8/18/2026 |
| Archer Investment Corp |
2026 Q2 - NEW HOLDINGS |
8/18/2026 |
| Kingsview Wealth Management, LLC |
2026 Q2 |
8/18/2026 |
| Vermillion & White Wealth Management Group, LLC |
2026 Q2 |
8/18/2026 |
| Wilson & Boucher Capital Management, LLC |
2026 Q2 |
8/18/2026 |
| Financial Avengers, Inc. |
2026 Q2 |
8/18/2026 |
| Madryn Asset Management, LP |
2026 Q2 |
8/18/2026 |
| Nantahala Capital Management, LLC |
2026 Q2 - NEW HOLDINGS |
8/18/2026 |
| Capasso Planning Partners LLC |
2026 Q2 |
8/18/2026 |
| Unconventional Investor, LLC |
2026 Q2 |
8/18/2026 |
| Nest Investments, LLC |
2025 Q4 |
8/18/2026 |
| Nest Investments, LLC |
2026 Q1 |
8/18/2026 |
| Ensign Peak Advisors, Inc |
2026 Q1 - RESTATEMENT |
8/18/2026 |
| Ensign Peak Advisors, Inc |
2025 Q4 - RESTATEMENT |
8/18/2026 |
| Palo Alto Investors LP |
2026 Q2 - RESTATEMENT |
8/18/2026 |
| Ensign Peak Advisors, Inc |
2025 Q3 - RESTATEMENT |
8/18/2026 |
| 49 WEALTH MANAGEMENT, LLC |
2026 Q2 - RESTATEMENT |
8/18/2026 |
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q2 |
8/18/2026 |
| PIN OAK INVESTMENT ADVISORS INC |
2026 Q2 - RESTATEMENT |
8/18/2026 |
| Kimelman & Baird, LLC |
2026 Q2 - RESTATEMENT |
8/18/2026 |
| Sankala Group LLC |
2026 Q2 |
8/18/2026 |
| CANNELL CAPITAL LLC |
2026 Q2 |
8/18/2026 |
| Advisors Asset Management, Inc. |
2019 Q1 - RESTATEMENT |
8/18/2026 |
| Madrid Financial Services |
2024 Q4 |
8/18/2026 |
| Madrid Financial Services |
2025 Q1 |
8/18/2026 |
| Madrid Financial Services |
2025 Q2 |
8/18/2026 |
| Madrid Financial Services |
2025 Q3 |
8/18/2026 |
| Madrid Financial Services |
2025 Q4 |
8/18/2026 |
| Beacon Pointe Advisors, LLC |
2026 Q2 |
8/18/2026 |
| Henson-Edgewater Management, LLC |
2026 Q2 |
8/18/2026 |
| Concorde Asset Management, LLC |
2026 Q2 |
8/18/2026 |
| Advisors Asset Management, Inc. |
2019 Q2 - RESTATEMENT |
8/18/2026 |
| Advisors Asset Management, Inc. |
2019 Q2 - NEW HOLDINGS |
8/18/2026 |
| Advisors Asset Management, Inc. |
2019 Q3 - RESTATEMENT |
8/18/2026 |
| Advisors Asset Management, Inc. |
2019 Q3 - NEW HOLDINGS |
8/18/2026 |
| NORTH STAR ASSET MANAGEMENT INC |
2026 Q2 |
8/18/2026 |
| Advisors Asset Management, Inc. |
2019 Q1 - NEW HOLDINGS |
8/18/2026 |
| Mint Tower Capital Management B.V. |
2026 Q2 |
8/18/2026 |
| Liontrust Investment Partners LLP |
2026 Q2 |
8/18/2026 |
| Glenview Trust Co |
2026 Q2 - RESTATEMENT |
8/18/2026 |
| Fulcrum Asset Management LLP |
2026 Q2 |
8/18/2026 |
| CRCM LP |
2026 Q2 - RESTATEMENT |
8/18/2026 |
| CRCM LP |
2026 Q2 - NEW HOLDINGS |
8/18/2026 |
| Ratan Capital Management LP |
2026 Q2 |
8/18/2026 |
| Livforsakringsbolaget Skandia, Omsesidigt |
2026 Q2 |
8/18/2026 |
| First Nebraska Trust Co |
2006 Q3 |
8/17/2026 |
| Copia Wealth Management |
2026 Q2 |
8/17/2026 |
| VY Capital Management Co. Ltd. |
2026 Q2 |
8/17/2026 |
| BRIDGER MANAGEMENT, LLC |
2026 Q2 |
8/17/2026 |
| Leo H. Evart, Inc. |
2026 Q2 |
8/17/2026 |
| JDM Financial Group LLC |
2026 Q2 |
8/17/2026 |
| Orion Capital Management LLC |
2026 Q2 |
8/17/2026 |
| Denver PWM, LLC |
2026 Q2 |
8/17/2026 |
| RB Capital Management, LLC |
2026 Q2 |
8/17/2026 |