| RIHO Partners, LLC |
2026 Q2 |
8/17/2026 |
| Rakuten Investment Management, Inc. |
2026 Q2 |
8/17/2026 |
| Strait & Sound Wealth Management LLC |
2026 Q2 |
8/17/2026 |
| MUHLENKAMP & CO INC |
2026 Q2 |
8/17/2026 |
| Twin Lakes Capital Management, LLC |
2026 Q2 |
8/17/2026 |
| First Nebraska Trust Co |
2006 Q4 |
8/17/2026 |
| Corient Private Wealth LP |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| Wealth Management Strategies, Inc. |
2024 Q4 - RESTATEMENT |
8/17/2026 |
| Hill City Capital, LP |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| AWH Capital, L.P. |
2026 Q2 - NEW HOLDINGS |
8/17/2026 |
| Grandeur Peak Global Advisors, LLC |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| Winning Points Advisors, LLC |
2026 Q2 |
8/17/2026 |
| E-Wealth Partners, LLC |
2026 Q2 |
8/17/2026 |
| BROOKS, MOORE & ASSOCIATES, INC. |
2026 Q2 |
8/17/2026 |
| Wealth Management Strategies, Inc. |
2025 Q2 |
8/17/2026 |
| Winning Points Advisors, LLC |
2026 Q1 - RESTATEMENT |
8/17/2026 |
| Wealth Management Strategies, Inc. |
2026 Q2 |
8/17/2026 |
| WNY Asset Management, LLC |
2026 Q2 |
8/17/2026 |
| Bank OZK |
2026 Q2 |
8/17/2026 |
| Hamilton Capital, LLC |
2026 Q2 |
8/17/2026 |
| PSquared Asset Management AG |
2026 Q2 |
8/17/2026 |
| Hayek Kallen Investment Management |
2026 Q2 |
8/17/2026 |
| Old North State Trust, LLC |
2026 Q2 |
8/17/2026 |
| Windward Management LP |
2026 Q2 |
8/17/2026 |
| Asset Allocation Strategies LLC |
2026 Q2 |
8/17/2026 |
| Caitlin John, LLC |
2026 Q2 |
8/17/2026 |
| Ruggaard & Associates LLC |
2026 Q2 |
8/17/2026 |
| Equitable Holdings, Inc. |
2026 Q2 |
8/17/2026 |
| CENTAURUS FINANCIAL, INC. |
2026 Q2 |
8/17/2026 |
| Reality Financial Planning Services, LLC |
2026 Q2 |
8/17/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q4 |
8/17/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2023 Q1 |
8/17/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2022 Q4 |
8/17/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2023 Q2 |
8/17/2026 |
| BRASADA CAPITAL MANAGEMENT, LP |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| Integrated Investment Consultants, LLC |
2026 Q2 |
8/17/2026 |
| LARCH CAPITAL PARTNERS LLC |
2026 Q2 |
8/17/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q2 |
8/17/2026 |
| Legacy Edge Advisors, LLC |
2025 Q1 |
8/17/2026 |
| Legacy Edge Advisors, LLC |
2025 Q2 |
8/17/2026 |
| Melia Wealth LLC |
2026 Q2 |
8/17/2026 |
| Impala Asset Management LLC |
2026 Q2 |
8/17/2026 |
| Legacy Edge Advisors, LLC |
2024 Q3 |
8/17/2026 |
| Nalls Sherbakoff Group, LLC |
2026 Q1 |
8/17/2026 |
| Nalls Sherbakoff Group, LLC |
2026 Q2 |
8/17/2026 |
| FSA Advisors, Inc. |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
2026 Q2 |
8/17/2026 |
| Legacy Edge Advisors, LLC |
2024 Q2 |
8/17/2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2026 Q2 |
8/17/2026 |
| Stonepine Capital Management, LLC |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| Legacy Edge Advisors, LLC |
2024 Q1 |
8/17/2026 |
| Legacy Edge Advisors, LLC |
2024 Q4 |
8/17/2026 |
| Legacy Edge Advisors, LLC |
2023 Q4 |
8/17/2026 |
| Coastal Bridge Advisors, LLC |
2026 Q2 |
8/17/2026 |
| FORMULA GROWTH LTD |
2026 Q2 |
8/17/2026 |
| N10 ASSETS, LLC |
2026 Q2 |
8/17/2026 |
| HARVEY CAPITAL MANAGEMENT INC |
2026 Q2 |
8/17/2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
2026 Q2 |
8/17/2026 |
| Jefferies Financial Group Inc. |
2026 Q2 |
8/17/2026 |
| MASTERINVEST Kapitalanlage GmbH |
2026 Q2 |
8/17/2026 |
| McMill Wealth Management |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| RAFFLES ASSOCIATES LP |
2026 Q2 - NEW HOLDINGS |
8/17/2026 |
| LITTLEJOHN & CO LLC |
2026 Q2 |
8/17/2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC |
2026 Q2 |
8/17/2026 |
| XXEC, Inc. |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| AtlasMark Financial, Inc |
2026 Q2 |
8/17/2026 |
| Triton Financial Group Inc |
2026 Q2 |
8/17/2026 |
| One68 Global Capital, LLC |
2026 Q2 - RESTATEMENT |
8/17/2026 |
| ALTAROCK PARTNERS LP |
2026 Q2 |
8/17/2026 |
| Hauser Brothers GmbH |
2026 Q2 |
8/17/2026 |
| Stonehage Fleming Financial Services Holdings Ltd |
2026 Q2 |
8/17/2026 |
| Alaska Permanent Fund Corp |
2026 Q2 - NEW HOLDINGS |
8/14/2026 |
| American Family Investments, Inc. |
2026 Q2 |
8/14/2026 |
| GLAZER CAPITAL, LLC |
2026 Q2 |
8/14/2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
2026 Q2 |
8/14/2026 |
| Empowered Funds, LLC |
2026 Q2 |
8/14/2026 |
| SwitchPoint Financial Planning, LLC |
2026 Q2 |
8/14/2026 |
| VALUEWORKS LLC |
2026 Q2 |
8/14/2026 |
| KAHN BROTHERS GROUP INC |
2026 Q2 - RESTATEMENT |
8/14/2026 |
| Maxele Advisors, LLC |
2026 Q2 |
8/14/2026 |
| Comprehensive Money Management Services LLC |
2026 Q2 |
8/14/2026 |
| Palo Alto Investors LP |
2026 Q2 |
8/14/2026 |
| Wiser Advisor Group LLC |
2026 Q2 |
8/14/2026 |
| Yukon Wealth Management, Inc. |
2026 Q2 |
8/14/2026 |
| Lifetime Wealth Management P.C. |
2026 Q2 |
8/14/2026 |
| DEARBORN PARTNERS LLC |
2026 Q2 - NEW HOLDINGS |
8/14/2026 |
| General Catalyst Group Management, LLC |
2026 Q2 |
8/14/2026 |
| Camarda Financial Advisors, LLC |
2026 Q2 |
8/14/2026 |
| Balanced Rock Investment Advisors LLC |
2026 Q2 |
8/14/2026 |
| Papamarkou Wellner Asset Management inc. |
2026 Q2 |
8/14/2026 |
| TORNO CAPITAL, LLC |
2025 Q4 - NEW HOLDINGS |
8/14/2026 |
| PenderFund Capital Management Ltd. |
2026 Q2 |
8/14/2026 |
| TORNO CAPITAL, LLC |
2026 Q1 - NEW HOLDINGS |
8/14/2026 |
| Silver Point Capital L.P. |
2026 Q2 |
8/14/2026 |
| Adelante Capital Management LLC |
2026 Q2 |
8/14/2026 |
| Sanchez Levi Garrett |
2026 Q2 |
8/14/2026 |
| Transamerica Financial Advisors, LLC |
2026 Q2 |
8/14/2026 |
| Payne Capital Management, LLC |
2026 Q2 |
8/14/2026 |
| Pure Financial Advisors, LLC |
2026 Q2 |
8/14/2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2026 Q2 |
8/14/2026 |