| Trajan Wealth LLC |
2026 Q2 |
8/13/2026 |
| Oxford Wealth Group, LLC |
2026 Q2 |
8/13/2026 |
| Brehaut David Pascal |
2026 Q2 |
8/13/2026 |
| HRTG GPE, LLC |
2026 Q2 |
8/13/2026 |
| Woodbridge CO LTD |
2026 Q2 |
8/13/2026 |
| DKRT Investments Corp. |
2026 Q2 |
8/13/2026 |
| CANADA LIFE ASSURANCE Co |
2026 Q2 |
8/13/2026 |
| TLT Family Holdco ULC |
2026 Q2 |
8/13/2026 |
| SEG Family Corp. |
2026 Q2 |
8/13/2026 |
| First Nebraska Trust Co |
2007 Q3 |
8/13/2026 |
| Lepercq De Neuflize Asset Management LLC |
2026 Q2 |
8/13/2026 |
| Cladis Investment Advisory, LLC |
2026 Q2 |
8/13/2026 |
| ATLAS CAPITAL ADVISORS INC. |
2026 Q2 |
8/13/2026 |
| Van Hulzen Asset Management, LLC |
2026 Q2 |
8/13/2026 |
| MACKENZIE FINANCIAL CORP |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q4 - RESTATEMENT |
8/13/2026 |
| Wellesley Asset Management |
2026 Q2 |
8/13/2026 |
| First Nebraska Trust Co |
2007 Q4 |
8/13/2026 |
| Baring Fintech Manager Holding Ltd |
2026 Q2 |
8/13/2026 |
| PARK CIRCLE Co |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q4 - NEW HOLDINGS |
8/13/2026 |
| Mason Investment Advisory Services, Inc. |
2026 Q2 |
8/13/2026 |
| ArrowMark Colorado Holdings LLC |
2026 Q2 |
8/13/2026 |
| Trustees of Dartmouth College |
2026 Q2 |
8/13/2026 |
| GARDNER RUSSO & QUINN LLC |
2026 Q2 |
8/13/2026 |
| Charter Oak Advisors LP |
2026 Q2 |
8/13/2026 |
| LCC Family Corp. |
2026 Q2 |
8/13/2026 |
| SWF LLC |
2026 Q2 |
8/13/2026 |
| Arvin Capital Management LP |
2026 Q2 |
8/13/2026 |
| Northwest & Ethical Investments L.P. |
2026 Q2 |
8/13/2026 |
| FRANKLIN RESOURCES INC |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q2 - NEW HOLDINGS |
8/13/2026 |
| Snowden Capital Advisors LLC |
2026 Q2 |
8/13/2026 |
| Toronado Partners, LLC |
2026 Q2 |
8/13/2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
2026 Q2 |
8/13/2026 |
| Plum Street Advisors, LLC |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q3 - RESTATEMENT |
8/13/2026 |
| FAIRFIELD, BUSH & CO. |
2026 Q2 |
8/13/2026 |
| AIHC Capital Management Ltd |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q3 - NEW HOLDINGS |
8/13/2026 |
| United Community Bank |
2026 Q2 |
8/13/2026 |
| Lind Value II ApS |
2026 Q2 |
8/13/2026 |
| Covalis Capital LLP |
2026 Q2 |
8/13/2026 |
| Rockefeller Capital Management L.P. |
2026 Q2 |
8/13/2026 |
| Covalis (Gibraltar) Ltd |
2026 Q2 |
8/13/2026 |
| Clearbridge Investments, LLC |
2026 Q2 |
8/13/2026 |
| Owls Nest Partners IA, LLC |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q2 - RESTATEMENT |
8/13/2026 |
| Nykredit A/S |
2026 Q2 |
8/13/2026 |
| Seven Six Capital Management, LLC |
2026 Q2 |
8/13/2026 |
| CIM, LLC |
2026 Q2 |
8/13/2026 |
| Independent Franchise Partners LLP |
2026 Q2 |
8/13/2026 |
| QVIDTVM Management LLC |
2026 Q2 |
8/13/2026 |
| Dana Investment Advisors, Inc. |
2026 Q2 |
8/13/2026 |
| Lynx1 Capital Management LP |
2026 Q2 - RESTATEMENT |
8/13/2026 |
| Lane Generational LLC |
2026 Q2 |
8/13/2026 |
| AIA Group Ltd |
2026 Q2 - RESTATEMENT |
8/13/2026 |
| Baring Fintech Fund III Managers Ltd |
2026 Q2 |
8/13/2026 |
| Soundwatch Capital LLC |
2026 Q2 |
8/13/2026 |
| Legacy Bridge, LLC |
2026 Q2 |
8/13/2026 |
| JBF Capital, Inc. |
2026 Q2 |
8/13/2026 |
| Hestia Capital Management, LLC |
2026 Q2 |
8/13/2026 |
| Amova Asset Management Americas, Inc. |
2026 Q2 |
8/13/2026 |
| Oribel Capital Management, LP |
2026 Q2 |
8/13/2026 |
| Ark Wealth Advisors LLC |
2026 Q2 |
8/13/2026 |
| Holowesko Partners Ltd. |
2026 Q2 |
8/13/2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q1 - RESTATEMENT |
8/13/2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
2026 Q2 |
8/13/2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
2026 Q2 |
8/13/2026 |
| Advisors Asset Management, Inc. |
2018 Q1 - NEW HOLDINGS |
8/13/2026 |
| Elwood & Goetz Wealth Advisory Group, LLC |
2026 Q2 |
8/13/2026 |
| ODDO BHF ASSET MANAGEMENT SAS |
2026 Q2 |
8/13/2026 |
| SNYDER CAPITAL MANAGEMENT L P |
2026 Q2 |
8/13/2026 |
| ELWOOD CAPITAL PARTNERS LP |
2026 Q2 |
8/13/2026 |
| Robertson Opportunity Capital, LLC |
2026 Q2 |
8/13/2026 |
| ISLAY CAPITAL MANAGEMENT, LLC |
2026 Q2 |
8/13/2026 |
| Arvest Bank Trust Division |
2026 Q2 |
8/13/2026 |
| Crabel Capital Management, LLC |
2026 Q2 |
8/13/2026 |
| HOMESTEAD ADVISERS CORP |
2026 Q2 |
8/13/2026 |
| Venator Management LLC |
2026 Q2 |
8/13/2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
2026 Q2 |
8/13/2026 |
| Capital Advisor Network LLC |
2026 Q2 |
8/13/2026 |
| Silver Grove Financial Group, Inc. |
2026 Q2 |
8/13/2026 |
| Creek Drive Management Group LLC |
2026 Q2 |
8/13/2026 |
| Trans-Canada Capital Inc. |
2026 Q2 |
8/13/2026 |
| Fosse Capital Partners LLP |
2026 Q2 |
8/13/2026 |
| RD Finance Ltd |
2026 Q2 |
8/13/2026 |
| Pertento Partners LLP |
2026 Q2 |
8/13/2026 |
| Miller Investment Management, LP |
2026 Q2 |
8/13/2026 |
| Fogel Capital Management, Inc. |
2026 Q2 |
8/13/2026 |
| North Ground Capital |
2026 Q2 |
8/13/2026 |
| PORTLAND INVESTMENT COUNSEL INC. |
2026 Q2 |
8/13/2026 |
| HUNTINGTON BANCSHARES INC /MD/ |
2026 Q2 |
8/13/2026 |
| ALLSTATE CORP |
2026 Q2 |
8/13/2026 |
| Maxi Investments CY Ltd |
2026 Q2 |
8/13/2026 |
| P SCHOENFELD ASSET MANAGEMENT LP |
2026 Q2 |
8/13/2026 |
| EIGHT 31 FINANCIAL, LLC |
2026 Q2 |
8/13/2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
2026 Q2 |
8/13/2026 |
| FIDUCIARY TRUST CO |
2026 Q2 |
8/13/2026 |