| Fermata Advisors, LLC |
2026 Q3 |
10/9/2026 |
| Stegent Equity Advisors, Inc. |
2026 Q3 |
10/9/2026 |
| Terra Nova Asset Management LLC |
2026 Q3 |
10/9/2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/9/2026 |
| Paller Financial Services Inc |
2026 Q3 |
10/9/2026 |
| Burkett Asset Management Ltd |
2026 Q3 |
10/9/2026 |
| Scott Capital Advisors, LLC |
2026 Q3 |
10/9/2026 |
| JGP Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| Midwest Financial Network, LLC |
2026 Q3 |
10/9/2026 |
| Vertrix Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| Peoples Bank/KS |
2026 Q3 |
10/9/2026 |
| DKM Wealth Management, Inc. |
2026 Q3 |
10/9/2026 |
| Decker Wealth Management LLC |
2026 Q3 |
10/9/2026 |
| Balefire, LLC |
2026 Q3 |
10/9/2026 |
| GK Wealth Management LLC |
2026 Q3 |
10/9/2026 |
| Sound Income Strategies, LLC |
2026 Q3 |
10/9/2026 |
| Biltmore Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| RFG - Bristol Wealth Advisors, LLC |
2026 Q3 |
10/9/2026 |
| Kaizen Financial Strategies |
2026 Q3 |
10/9/2026 |
| Williams & Novak Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| Capital Advisors Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| FELL CAPITAL MANAGEMENT /ADV |
2026 Q3 |
10/9/2026 |
| CogentBlue Wealth Advisors, LLC |
2026 Q3 |
10/9/2026 |
| Mirador Capital Partners LP |
2026 Q3 |
10/9/2026 |
| Stokes Capital Advisors, LLC |
2026 Q3 |
10/9/2026 |
| THRYVE WEALTH MANAGEMENT LLC |
2026 Q3 |
10/9/2026 |
| Shulman DeMeo Asset Management LLC |
2026 Q3 |
10/9/2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q3 |
10/9/2026 |
| Systrade AG |
2026 Q3 |
10/9/2026 |
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q3 |
10/9/2026 |
| Bill Few Associates, Inc. |
2026 Q3 |
10/9/2026 |
| Successful Portfolios LLC |
2026 Q3 |
10/9/2026 |
| Lincoln Capital LLC |
2026 Q3 |
10/9/2026 |
| David J Yvars Group |
2026 Q3 |
10/9/2026 |
| Castle Rock Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| Sprinkle Financial Consultants LLC |
2026 Q3 |
10/9/2026 |
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/9/2026 |
| Bullock Wealth Management Group |
2026 Q3 |
10/9/2026 |
| AVITY INVESTMENT MANAGEMENT INC. |
2026 Q3 |
10/9/2026 |
| Draper Asset Management, LLC |
2026 Q3 |
10/9/2026 |
| Blackstone Inc. |
2026 Q2 - NEW HOLDINGS |
10/9/2026 |
| Blackstone Inc. |
2025 Q4 - NEW HOLDINGS |
10/9/2026 |
| Castleview Partners, LLC |
2026 Q3 |
10/9/2026 |
| Blackstone Inc. |
2026 Q1 - NEW HOLDINGS |
10/9/2026 |
| Atlas Brown,Inc. |
2026 Q3 |
10/9/2026 |
| Freestate Advisors LLC |
2026 Q3 |
10/9/2026 |
| DAVIDSON TRUST CO |
2026 Q3 |
10/9/2026 |
| Prism Advisors, Inc. |
2026 Q3 |
10/9/2026 |
| VALLEY WEALTH MANAGERS, INC. |
2026 Q3 |
10/9/2026 |
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q3 |
10/9/2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q3 |
10/9/2026 |
| Trust Co |
2026 Q3 |
10/9/2026 |
| ANB BANK |
2026 Q3 |
10/9/2026 |
| JACOBS & CO/CA |
2026 Q3 |
10/9/2026 |
| Friday Financial |
2026 Q3 |
10/9/2026 |
| REINHART PARTNERS, LLC. |
2026 Q3 |
10/9/2026 |
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/9/2026 |
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q3 - RESTATEMENT |
10/9/2026 |
| Harpswell Capital Advisors, LLC |
2026 Q3 |
10/9/2026 |
| jvl associates llc |
2026 Q3 |
10/9/2026 |
| Capital Planning LLC |
2026 Q3 |
10/9/2026 |
| Wealth Science Advisors LLC |
2026 Q3 |
10/9/2026 |
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q3 |
10/9/2026 |
| Oak Grove Capital LLC |
2026 Q3 |
10/9/2026 |
| Sherry Group, Inc. |
2026 Q3 |
10/9/2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2026 Q3 |
10/9/2026 |
| Marquette Asset Management, LLC |
2026 Q3 |
10/9/2026 |
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q3 |
10/9/2026 |
| Arbor Wealth Advisors LLC |
2026 Q3 |
10/9/2026 |
| Douglas Lane & Associates, LLC |
2026 Q3 |
10/9/2026 |
| Insight Wealth Strategies, LLC |
2026 Q3 |
10/9/2026 |
| O'Keefe Stevens Advisory, Inc. |
2026 Q3 |
10/9/2026 |
| Gerald Baker Financial Group LLC |
2026 Q3 |
10/9/2026 |
| Aventus Investment Advisors, Inc. |
2026 Q3 |
10/9/2026 |
| Dakota Community Bank & Trust NA |
2026 Q3 |
10/9/2026 |
| WoodTrust Financial Corp |
2026 Q3 |
10/9/2026 |
| Kopion Asset Management, LLC |
2026 Q3 |
10/9/2026 |
| CENTRAL BANK & TRUST CO |
2026 Q3 |
10/9/2026 |
| BOS Asset Management, LLC |
2026 Q3 |
10/9/2026 |
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q3 |
10/9/2026 |
| Brown Shipley& Co Ltd |
2026 Q3 |
10/9/2026 |
| LAWOOD & CO |
2026 Q3 |
10/9/2026 |
| Paragon Capital Management Ltd |
2026 Q3 |
10/9/2026 |
| Cadent Capital Advisors, LLC |
2026 Q3 |
10/9/2026 |
| Athena Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| Intelligence Driven Advisers, LLC |
2026 Q3 |
10/9/2026 |
| Gouws Capital LLC |
2026 Q3 |
10/9/2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2026 Q3 |
10/9/2026 |
| SHAH CAPITAL MANAGEMENT |
2026 Q3 |
10/9/2026 |
| CenterStar Asset Management, LLC |
2026 Q3 |
10/9/2026 |
| Koenig Investment Advisory, LLC |
2026 Q3 |
10/9/2026 |
| Werlinich Asset Management, LLC |
2026 Q3 |
10/9/2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q3 |
10/9/2026 |
| Wedmont Private Capital |
2026 Q3 |
10/9/2026 |
| Turner Capital Investments, LLC |
2026 Q3 |
10/9/2026 |
| Delta Wealth Advisors LLC |
2026 Q3 |
10/9/2026 |
| Dale Q Rice Investment Management Ltd |
2026 Q3 |
10/9/2026 |
| Gallagher Capital Advisors, LLC |
2026 Q3 |
10/9/2026 |
| RTD Financial Advisors, Inc. |
2026 Q3 |
10/9/2026 |
| Client First Investment Management LLC |
2026 Q3 |
10/9/2026 |