| Front Row Advisors LLC |
2026 Q1 |
5/19/2026 |
| Alaska Permanent Fund Corp |
2026 Q1 |
5/19/2026 |
| Royal Fund Management, LLC |
2026 Q1 |
5/19/2026 |
| Paragon Private Wealth Management, LLC |
2026 Q1 |
5/19/2026 |
| Turtle Creek Asset Management Inc. |
2026 Q1 - RESTATEMENT |
5/19/2026 |
| Remedium Capital Partners, LLC |
2026 Q1 - RESTATEMENT |
5/19/2026 |
| Cornerstone Wealth, LLC/TN |
2026 Q1 |
5/19/2026 |
| Silicon Valley Capital Partners |
2026 Q1 |
5/19/2026 |
| EMG Holdings, L.P. |
2026 Q1 |
5/19/2026 |
| CIM INVESTMENT MANAGEMENT INC |
2026 Q1 |
5/19/2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
2025 Q1 |
5/19/2026 |
| Orographic Financial Advisors, LLC |
2026 Q1 |
5/19/2026 |
| Samsung C&T Corp |
2026 Q1 |
5/19/2026 |
| Park State Asset Management |
2026 Q1 |
5/19/2026 |
| FLAX POND CAPITAL, LLC |
2026 Q1 |
5/19/2026 |
| Eley Financial Management, Inc |
2026 Q1 - RESTATEMENT |
5/19/2026 |
| Sonoma Allocations LLC |
2026 Q1 |
5/19/2026 |
| Mascagni Wealth Management, Inc. |
2026 Q1 |
5/19/2026 |
| OLP CAPITAL MANAGEMENT Ltd |
2026 Q1 - NEW HOLDINGS |
5/19/2026 |
| Kentucky Retirement Systems Insurance Trust Fund |
2026 Q1 |
5/19/2026 |
| Kentucky Retirement Systems |
2026 Q1 |
5/19/2026 |
| JTC Employer Solutions Trustee Ltd |
2026 Q1 |
5/19/2026 |
| OAKTREE CAPITAL MANAGEMENT LP |
2026 Q1 - RESTATEMENT |
5/18/2026 |
| H&H International Investment, LLC |
2026 Q1 |
5/18/2026 |
| Seven Six Capital Management, LLC |
2026 Q1 |
5/18/2026 |
| Anson Funds Management LP |
2026 Q1 - NEW HOLDINGS |
5/18/2026 |
| Kensington Investment Counsel, LLC |
2026 Q1 |
5/18/2026 |
| Financial Insights, Inc. |
2026 Q1 |
5/18/2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
2025 Q4 - RESTATEMENT |
5/18/2026 |
| Genesis Financial Group, LLC |
2026 Q1 |
5/18/2026 |
| Hamilton Wealth, LLC |
2026 Q1 |
5/18/2026 |
| Twin Lakes Capital Management, LLC |
2026 Q1 |
5/18/2026 |
| Wilson & Boucher Capital Management, LLC |
2026 Q1 |
5/18/2026 |
| ALEXANDER LABRUNERIE & CO., INC. |
2026 Q1 |
5/18/2026 |
| STEMPOINT CAPITAL LP |
2026 Q1 - NEW HOLDINGS |
5/18/2026 |
| Intrinsic Edge Capital Management LLC |
2026 Q1 |
5/18/2026 |
| Unconventional Investor, LLC |
2026 Q1 |
5/18/2026 |
| TANAKA CAPITAL MANAGEMENT INC |
2026 Q1 |
5/18/2026 |
| Graney & King, LLC |
2026 Q1 |
5/18/2026 |
| Strait & Sound Wealth Management LLC |
2026 Q1 |
5/18/2026 |
| Edgestream Partners, L.P. |
2026 Q1 |
5/18/2026 |
| Vestwell Advisors, LLC |
2026 Q1 |
5/18/2026 |
| RBF Capital, LLC |
2026 Q1 - RESTATEMENT |
5/18/2026 |
| Systematic Alpha Investments, LLC |
2026 Q1 |
5/18/2026 |
| Chesapeake Wealth Management |
2026 Q1 |
5/18/2026 |
| Cassady Wealth & Retirement Planning, LLC |
2026 Q1 |
5/18/2026 |
| JANUS HENDERSON GROUP PLC |
2026 Q1 - RESTATEMENT |
5/18/2026 |
| Lodge Hill Capital, LLC |
2026 Q1 - RESTATEMENT |
5/18/2026 |
| CENTAURUS FINANCIAL, INC. |
2026 Q1 |
5/18/2026 |
| Anchor Capital Management Group Inc |
2026 Q1 |
5/18/2026 |
| CIM, LLC |
2026 Q1 |
5/18/2026 |
| Bull Harbor Capital LLC |
2026 Q1 |
5/18/2026 |
| ODDO BHF ASSET MANAGEMENT SAS |
2026 Q1 |
5/18/2026 |
| Tri Locum Partners LP |
2026 Q1 |
5/18/2026 |
| Strategic Investment Advisors / MI |
2026 Q1 |
5/18/2026 |
| Altai Capital Management, L.P. |
2026 Q1 |
5/18/2026 |
| ASHTON THOMAS SECURITIES, LLC |
2026 Q1 |
5/18/2026 |
| South Dakota Investment Council |
2026 Q1 |
5/18/2026 |
| Arkadios Wealth Advisors |
2026 Q1 |
5/18/2026 |
| IFS Group,LLC |
2026 Q1 |
5/18/2026 |
| Claris Financial LLC |
2026 Q1 |
5/18/2026 |
| Altshuler Shaham Ltd |
2026 Q1 |
5/18/2026 |
| Strategic Planning, Inc. |
2026 Q1 |
5/18/2026 |
| Column Group LLC |
2026 Q1 |
5/18/2026 |
| SkyBridge Capital II, LLC |
2026 Q1 |
5/18/2026 |
| Irenic Capital Management LP |
2026 Q1 |
5/18/2026 |
| Atreides Management, LP |
2026 Q1 |
5/18/2026 |
| ADAR1 Capital Management, LLC |
2026 Q1 |
5/15/2026 |
| Spyglass Capital Management LLC |
2026 Q1 - RESTATEMENT |
5/15/2026 |
| Kanen Wealth Management LLC |
2026 Q1 |
5/15/2026 |
| RIHO Partners, LLC |
2026 Q1 - RESTATEMENT |
5/15/2026 |
| Yu Fan |
2026 Q1 |
5/15/2026 |
| ABG-WTT Global Life Science Capital Partners GP Ltd |
2026 Q1 |
5/15/2026 |
| Ally Bridge Group (NY) LLC |
2026 Q1 |
5/15/2026 |
| OPAL CAPITAL LLC |
2026 Q1 |
5/15/2026 |
| Pine Ridge Advisers LLC |
2026 Q1 |
5/15/2026 |
| Arete Wealth Advisors, LLC |
2026 Q1 |
5/15/2026 |
| Smith Group Asset Management, LLC |
2026 Q1 |
5/15/2026 |
| Encore Global Management, LP |
2026 Q1 |
5/15/2026 |
| BANK OF AMERICA CORP /DE/ |
2026 Q1 |
5/15/2026 |
| Ariadne Wealth Management, LP |
2026 Q1 |
5/15/2026 |
| NewEdge Advisors, LLC |
2026 Q1 |
5/15/2026 |
| Situational Awareness Partners LP |
2026 Q1 |
5/15/2026 |
| Goodlander Investment Management, LLC |
2026 Q1 |
5/15/2026 |
| Chokshi & Queen Wealth Advisors, Inc |
2026 Q1 |
5/15/2026 |
| Barnes Wealth Management Group, Inc |
2026 Q1 |
5/15/2026 |
| CAPITAL & PLANNING, LLC |
2026 Q1 |
5/15/2026 |
| WD Thunder CV Ultimate GP LLC |
2026 Q1 |
5/15/2026 |
| Core Wealth Advisors, Inc. |
2026 Q1 |
5/15/2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2026 Q1 |
5/15/2026 |
| Talon Private Wealth, LLC |
2026 Q1 |
5/15/2026 |
| Merk Investments LLC |
2026 Q1 |
5/15/2026 |
| Empire Financial Management Company, LLC |
2026 Q1 |
5/15/2026 |
| SB INVESTMENT ADVISERS (UK) LTD |
2026 Q1 |
5/15/2026 |
| Feynman Point Asset Management LLC |
2026 Q1 |
5/15/2026 |
| EverSource Wealth Advisors, LLC |
2026 Q1 - RESTATEMENT |
5/15/2026 |
| SVF Sponsor III (DE) LLC |
2026 Q1 |
5/15/2026 |
| Situational Awareness LP |
2026 Q1 |
5/15/2026 |
| Adalta Capital Management LLC |
2026 Q1 |
5/15/2026 |
| Adelante Capital Management LLC |
2026 Q1 |
5/15/2026 |