| Carrhae Capital LLP |
2026 Q2 |
7/15/2026 |
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q2 |
7/15/2026 |
| Aventura Private Wealth, LLC |
2026 Q2 |
7/15/2026 |
| Lindsell Train Ltd |
2026 Q2 |
7/15/2026 |
| Legal Advantage Investments, Inc. |
2026 Q2 |
7/15/2026 |
| NorthCrest Asset Manangement, LLC |
2026 Q2 |
7/15/2026 |
| Summit Financial Wealth Advisors, LLC |
2026 Q2 |
7/15/2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q2 |
7/15/2026 |
| SHAKER INVESTMENTS LLC/OH |
2026 Q2 |
7/15/2026 |
| Portman Square Capital LLP |
2026 Q2 |
7/15/2026 |
| Quantum Financial Planning Services, Inc. |
2026 Q2 |
7/15/2026 |
| Innova Wealth Partners |
2026 Q2 |
7/15/2026 |
| CFG Wealth Management Services, Inc. |
2026 Q2 |
7/15/2026 |
| Walker Financial Services, Inc. |
2026 Q2 |
7/15/2026 |
| Independence Asset Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Frankly Finances, LLC |
2026 Q2 - RESTATEMENT |
7/15/2026 |
| TECTONIC ADVISORS LLC |
2026 Q2 |
7/15/2026 |
| Cassilly Financial Group LLC |
2026 Q2 |
7/15/2026 |
| Approach Retirement Advisors, LLC |
2026 Q2 |
7/15/2026 |
| REDSTONE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/15/2026 |
| Mainstream Capital Management LLC |
2026 Q2 |
7/15/2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2026 Q2 |
7/15/2026 |
| Prentice Wealth Management LLC |
2026 Q2 |
7/15/2026 |
| Brookstone Capital Management |
2026 Q2 |
7/15/2026 |
| Essential Investment Partners LLC |
2026 Q2 |
7/15/2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q2 |
7/15/2026 |
| PENN DAVIS MCFARLAND INC |
2026 Q2 |
7/15/2026 |
| Churchill Financial Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Essential Investment Partners LLC |
2026 Q1 |
7/15/2026 |
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q2 |
7/15/2026 |
| BSW Wealth Partners |
2026 Q2 |
7/15/2026 |
| Spire Wealth Management |
2026 Q2 |
7/15/2026 |
| Unique Wealth Strategies, LLC |
2026 Q2 |
7/15/2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q2 |
7/15/2026 |
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q2 |
7/15/2026 |
| Commonwealth Financial Services, LLC |
2026 Q2 |
7/15/2026 |
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/15/2026 |
| Pinnacle Wealth Management Group, Inc. |
2026 Q2 |
7/15/2026 |
| Unique Wealth Strategies, LLC |
2026 Q1 |
7/15/2026 |
| Essential Investment Partners LLC |
2025 Q4 |
7/15/2026 |
| LexAurum Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Barnes Dennig Private Wealth Management LLC |
2026 Q2 |
7/15/2026 |
| Polunin Capital Partners Ltd |
2026 Q2 |
7/15/2026 |
| Altrafin AG |
2026 Q2 |
7/15/2026 |
| Mainsail Financial Group, LLC |
2026 Q2 |
7/15/2026 |
| First Citizens Asset Management, Inc. |
2022 Q3 |
7/15/2026 |
| Fjell Capital, LLC |
2026 Q2 |
7/15/2026 |
| Cabot-Wellington, LLC |
2026 Q2 |
7/15/2026 |
| LVW Advisors, LLC |
2026 Q2 |
7/15/2026 |
| BURNS J W & CO INC/NY |
2026 Q2 |
7/15/2026 |
| First Financial Group Corp |
2026 Q2 |
7/15/2026 |
| First American Bank |
2026 Q2 |
7/15/2026 |
| Wealth Enhancement Trust Services, Inc. |
2026 Q2 |
7/15/2026 |
| Saxony Capital Management, LLC |
2026 Q2 |
7/15/2026 |
| RFG Advisory, LLC |
2026 Q2 |
7/15/2026 |
| Level Financial Advisors |
2026 Q2 |
7/15/2026 |
| OLD NATIONAL BANCORP /IN/ |
2026 Q2 |
7/15/2026 |
| Granite FO LLC |
2026 Q2 |
7/15/2026 |
| Keystone Financial Planning, Inc. |
2026 Q2 |
7/15/2026 |
| COUNTRY TRUST BANK |
2026 Q2 |
7/15/2026 |
| HOME FEDERAL BANK OF TENNESSEE |
2026 Q2 |
7/15/2026 |
| A. D. Beadell Investment Counsel, Inc. |
2026 Q2 |
7/15/2026 |
| Register Financial Advisors LLC |
2026 Q2 |
7/15/2026 |
| Chronos Wealth Management, LLC |
2026 Q2 |
7/15/2026 |
| Sachetta, LLC |
2026 Q2 |
7/15/2026 |
| Kepler Cheuvreux (Suisse) SA |
2026 Q2 |
7/15/2026 |
| ATTICUS WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/15/2026 |
| CATHY PARETO & ASSOCIATES, INC |
2026 Q2 |
7/15/2026 |
| Cornell Pochily Investment Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| Holos Integrated Wealth LLC |
2026 Q2 |
7/15/2026 |
| Andrew Hill Investment Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| MOLLER WEALTH PARTNERS |
2026 Q2 |
7/15/2026 |
| Beirne Wealth Consulting Services, LLC |
2026 Q2 |
7/15/2026 |
| Auto-Owners Insurance Co |
2026 Q2 |
7/15/2026 |
| LaFleur & Godfrey LLC |
2026 Q2 |
7/15/2026 |
| Drummond Knight Asset Management Pty Ltd |
2026 Q2 |
7/15/2026 |
| Swedbank AB |
2026 Q2 |
7/15/2026 |
| Comprehensive Financial Consultants Institutional, Inc. |
2026 Q2 |
7/15/2026 |
| Trellis Wealth Advisors LLC |
2026 Q2 |
7/15/2026 |
| BURNEY CO/ |
2026 Q2 |
7/14/2026 |
| Capelight Capital Asset Management LP |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2024 Q4 |
7/14/2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2026 Q2 |
7/14/2026 |
| Goelzer Investment Management, Inc. |
2026 Q2 |
7/14/2026 |
| Welch Financial Planning, LLC |
2026 Q2 |
7/14/2026 |
| Raub Brock Capital Management LP |
2026 Q2 |
7/14/2026 |
| Kohmann Bosshard Financial Services, LLC |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2024 Q3 |
7/14/2026 |
| CPR Investments Inc. |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2024 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2024 Q1 |
7/14/2026 |
| Robinswood Financial LLC |
2023 Q4 |
7/14/2026 |
| Davidson Kahn Capital Management, LLC |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2023 Q3 |
7/14/2026 |
| XY Planning Network, Inc. |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2026 Q2 |
7/14/2026 |
| Accurate Wealth Management, LLC |
2026 Q2 |
7/14/2026 |
| Altium Investment Strategies LLC |
2026 Q2 |
7/14/2026 |
| Weitzel Financial Services, Inc. |
2026 Q2 |
7/14/2026 |
| Wealth Advisors Northwest LLC |
2026 Q2 |
7/14/2026 |