| GAMMA Investing LLC |
2026 Q3 |
10/8/2026 |
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q3 |
10/8/2026 |
| Whalen Wealth Management Inc. |
2026 Q3 |
10/8/2026 |
| Kessler Investment Group, LLC |
2026 Q3 |
10/8/2026 |
| TOTH FINANCIAL ADVISORY CORP |
2026 Q3 |
10/8/2026 |
| Kaydan Wealth Management, Inc. |
2026 Q3 |
10/8/2026 |
| New Covenant Trust Company, N.A. |
2026 Q3 |
10/8/2026 |
| Quintet Private Bank (Europe) S.A. |
2026 Q3 |
10/8/2026 |
| Avidian Wealth Enterprises, LLC |
2026 Q3 |
10/8/2026 |
| Gradient Investments LLC |
2026 Q3 |
10/8/2026 |
| Everhart Financial Group, Inc. |
2026 Q3 |
10/8/2026 |
| Leverty Financial Group, LLC |
2026 Q3 |
10/8/2026 |
| Strategic Financial Group, LLC |
2026 Q3 |
10/8/2026 |
| Valeo Financial Advisors, LLC |
2026 Q3 |
10/8/2026 |
| Ebert Capital Management Inc. |
2026 Q3 |
10/8/2026 |
| Deeter Investments LLP |
2026 Q2 |
10/8/2026 |
| Nipun Capital, L.P. |
2026 Q3 |
10/8/2026 |
| Peterson Wealth Advisors, LLC |
2026 Q3 |
10/8/2026 |
| Tactive Advisors, LLC |
2026 Q3 |
10/8/2026 |
| Gridiron Partners, LLC |
2026 Q3 |
10/8/2026 |
| LWM ADVISORS INC |
2026 Q3 |
10/8/2026 |
| Plan A Wealth LLC |
2026 Q3 |
10/8/2026 |
| BURR FINANCIAL SERVICES, LLC |
2026 Q3 |
10/8/2026 |
| VISTA INVESTMENT PARTNERS LLC |
2026 Q3 |
10/8/2026 |
| Veracity Capital LLC |
2026 Q3 |
10/8/2026 |
| Apeiron RIA LLC |
2026 Q3 |
10/8/2026 |
| Aletheian Wealth Advisors LLC |
2026 Q3 |
10/8/2026 |
| Dickmeyer Boyce Financial Management, Inc. |
2026 Q3 |
10/8/2026 |
| TITLEIST ASSET MANAGEMENT, LLC |
2026 Q3 |
10/8/2026 |
| YHB Investment Advisors, Inc. |
2026 Q3 |
10/8/2026 |
| Apella Capital, LLC |
2026 Q3 |
10/8/2026 |
| First Heartland Consultants, Inc. |
2026 Q3 |
10/8/2026 |
| Acropolis Investment Management, LLC |
2026 Q3 |
10/8/2026 |
| Keystone Financial Planning, Inc. |
2026 Q3 |
10/8/2026 |
| Green Ridge Wealth Planning LLC |
2026 Q3 |
10/8/2026 |
| DIVERSIFIED MANAGEMENT INC |
2026 Q3 |
10/8/2026 |
| Hamlin Capital Management, LLC |
2026 Q3 |
10/8/2026 |
| Artemis Investment Management LLP |
2026 Q3 |
10/8/2026 |
| Lee, Kelleher & Klein Wealth Management |
2026 Q3 |
10/8/2026 |
| Mn Services Vermogensbeheer B.V. |
2026 Q3 |
10/8/2026 |
| Prota Financial, LLC |
2026 Q3 |
10/8/2026 |
| Neumann Advisory Hong Kong Ltd |
2026 Q3 |
10/8/2026 |
| Ayalon Insurance Comp Ltd. |
2026 Q3 |
10/8/2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q3 |
10/7/2026 |
| City Center Advisors, LLC |
2026 Q3 |
10/7/2026 |
| ALKEME WEALTH, LLC |
2026 Q3 |
10/7/2026 |
| Vann Equity Management LLC |
2026 Q3 |
10/7/2026 |
| HWG Holdings LP |
2026 Q3 |
10/7/2026 |
| Ausbil Investment Management Ltd |
2026 Q3 |
10/7/2026 |
| Buska Wealth Management, LLC |
2026 Q3 |
10/7/2026 |
| Rye Brook Capital LLC |
2026 Q3 |
10/7/2026 |
| MFA WEALTH ADVISORS, LLC |
2026 Q3 |
10/7/2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/7/2026 |
| Echo45 Advisors LLC |
2026 Q3 |
10/7/2026 |
| Wealth Enhancement Trust Services, Inc. |
2026 Q3 |
10/7/2026 |
| DECISION INVESTMENTS, INC |
2026 Q3 |
10/7/2026 |
| Investors Research Corp |
2026 Q3 |
10/7/2026 |
| OxenFree Capital LLC |
2026 Q3 |
10/7/2026 |
| RHODES INVESTMENT ADVISORS INC /ADV |
2026 Q3 |
10/7/2026 |
| Greenfield Savings Bank |
2026 Q3 |
10/7/2026 |
| Cassilly Financial Group LLC |
2026 Q3 |
10/7/2026 |
| Baring Financial LLC |
2026 Q3 |
10/7/2026 |
| Spectrum Advisors, Inc. |
2026 Q2 |
10/7/2026 |
| Boston Standard Wealth Management, LLC |
2026 Q3 |
10/7/2026 |
| Bath Savings Trust Co |
2026 Q3 |
10/7/2026 |
| EPIQ PARTNERS, LLC |
2026 Q3 |
10/7/2026 |
| Persium Advisors, LLC |
2026 Q3 |
10/7/2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2026 Q3 |
10/7/2026 |
| Family Legacy Financial Solutions, LLC |
2026 Q3 |
10/7/2026 |
| Canandaigua National Trust Co of Florida |
2026 Q3 |
10/7/2026 |
| Whitcomb & Hess, Inc. |
2026 Q3 |
10/7/2026 |
| Exchange Bank |
2026 Q3 |
10/7/2026 |
| Cooper Financial Group |
2026 Q3 |
10/7/2026 |
| Elm3 Financial Group, LLC |
2026 Q3 |
10/7/2026 |
| KFA Private Wealth Group, LLC |
2026 Q3 |
10/7/2026 |
| Dominguez Wealth Management Solutions, Inc. |
2026 Q3 |
10/7/2026 |
| STEPH & CO |
2026 Q3 |
10/7/2026 |
| Cox Capital Mgt LLC |
2026 Q3 |
10/7/2026 |
| Retirement Wealth Solutions LLC |
2026 Q3 |
10/7/2026 |
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q3 |
10/7/2026 |
| MJT & Associates Financial Advisory Group, Inc. |
2026 Q3 |
10/7/2026 |
| JP Wealth Management, Inc. |
2026 Q3 |
10/7/2026 |
| Red Spruce Capital, LLC |
2026 Q3 |
10/7/2026 |
| Elm Partners Management LLC |
2026 Q2 - RESTATEMENT |
10/7/2026 |
| Venture Visionary Partners LLC |
2026 Q3 |
10/7/2026 |
| LEGACY SOLUTIONS, LLC |
2026 Q3 |
10/7/2026 |
| Asempa Wealth Advisors |
2026 Q3 |
10/7/2026 |
| FIRST COMMUNITY TRUST NA |
2026 Q3 |
10/7/2026 |
| Crumly & Associates Inc. |
2026 Q3 |
10/7/2026 |
| Elm Partners Management LLC |
2025 Q2 - RESTATEMENT |
10/7/2026 |
| Elm Partners Management LLC |
2025 Q3 - RESTATEMENT |
10/7/2026 |
| Elm Partners Management LLC |
2025 Q4 - RESTATEMENT |
10/7/2026 |
| Mendota Financial Group, LLC |
2026 Q3 |
10/7/2026 |
| Pathway Financial Advisors LLC |
2026 Q3 |
10/7/2026 |
| Weaver Consulting Group |
2026 Q3 |
10/7/2026 |
| Elm Partners Management LLC |
2025 Q1 - RESTATEMENT |
10/7/2026 |
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q3 |
10/7/2026 |
| Great Waters Wealth Management |
2026 Q3 |
10/7/2026 |
| American National Bank of Texas |
2026 Q3 |
10/7/2026 |
| McAlister, Sweet & Associates, Inc. |
2026 Q3 |
10/7/2026 |