| Blueprint Financial Advisors LLC |
2025 Q4 |
2/13/2026 |
| CAPITAL & PLANNING, LLC |
2025 Q4 |
2/13/2026 |
| Baring Fintech Manager Holding Ltd |
2025 Q4 |
2/13/2026 |
| Baring Fintech Fund III Managers Ltd |
2025 Q4 |
2/13/2026 |
| Wilmar Advisors LLC |
2025 Q4 |
2/13/2026 |
| Veridan Wealth LLC |
2025 Q4 |
2/13/2026 |
| POTENTIA WEALTH |
2025 Q4 |
2/13/2026 |
| Mink Brook Asset Management LLC |
2025 Q4 |
2/13/2026 |
| ENTREWEALTH, LLC |
2025 Q4 |
2/13/2026 |
| Graney & King, LLC |
2025 Q4 |
2/13/2026 |
| CAXTON ASSOCIATES LLP |
2025 Q4 |
2/13/2026 |
| Heights Point Management, LP |
2025 Q4 |
2/13/2026 |
| Spruce Street Capital LP |
2025 Q4 |
2/13/2026 |
| ELWOOD CAPITAL PARTNERS LP |
2025 Q4 |
2/13/2026 |
| HATCH COVE CAPITAL, LLC |
2025 Q4 |
2/13/2026 |
| BLUE JEAN FINANCIAL LLC |
2025 Q4 |
2/13/2026 |
| Wright Wealth LLC |
2025 Q4 |
2/13/2026 |
| Tudor Financial Inc. |
2025 Q4 |
2/13/2026 |
| Skerryvore Asset Management Ltd |
2025 Q4 |
2/13/2026 |
| PLANWISER FINANCIAL, LLC |
2025 Q4 |
2/13/2026 |
| PLANWISER FINANCIAL, LLC |
2025 Q4 - RESTATEMENT |
2/13/2026 |
| Santa Clara Valley Transportation Authority |
2025 Q4 |
2/13/2026 |
| NOVUS ADVISORS, LLC |
2025 Q4 |
2/13/2026 |
| Police & Firemen's Retirement System of New Jersey |
2025 Q4 |
2/13/2026 |
| Fivespan Partners, LP |
2025 Q4 |
2/13/2026 |
| Fieldview Capital Management, LLC |
2025 Q4 |
2/13/2026 |
| Goldstone Financial Group, LLC |
2025 Q4 |
2/13/2026 |
| Seneschal Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Portfolio Resources Advisor Group, Inc. |
2025 Q4 |
2/13/2026 |
| NEXTBio Capital Management LP |
2025 Q4 |
2/13/2026 |
| Creekside Partners |
2025 Q4 |
2/13/2026 |
| Panview Capital Ltd |
2025 Q4 |
2/13/2026 |
| Ariadne Wealth Management, LP |
2025 Q4 |
2/13/2026 |
| ECOFI INVESTISSEMENTS SA |
2025 Q4 |
2/13/2026 |
| A4 Wealth Advisors LLC |
2025 Q4 |
2/13/2026 |
| Aviso Financial Inc. |
2025 Q4 |
2/13/2026 |
| Ripple Effect Asset Management LP |
2025 Q4 |
2/13/2026 |
| Avenir Tech Ltd |
2025 Q4 |
2/13/2026 |
| Glen Eagle Advisors, LLC |
2025 Q4 |
2/13/2026 |
| KEYNOTE FINANCIAL SERVICES LLC |
2025 Q4 |
2/13/2026 |
| Morgan Stanley Institutional Investment Advisors LLC |
2025 Q4 |
2/13/2026 |
| Motiv8 Investments LLC |
2025 Q4 |
2/13/2026 |
| ABOUND FINANCIAL, LLC |
2025 Q4 |
2/13/2026 |
| Gen-Wealth Partners Inc |
2025 Q4 |
2/13/2026 |
| Charter Oak Advisors LP |
2025 Q4 |
2/13/2026 |
| TWIN CITY PRIVATE WEALTH, LLC |
2025 Q4 |
2/13/2026 |
| Strathmore Capital Advisors, Inc. |
2025 Q4 |
2/13/2026 |
| Nutshell Asset Management Ltd |
2025 Q4 |
2/13/2026 |
| Sienna Gestion |
2025 Q4 |
2/13/2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC |
2025 Q4 |
2/13/2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2025 Q4 |
2/13/2026 |
| Columbia Bank |
2025 Q4 |
2/13/2026 |
| Multicoin Capital Management, LLC |
2025 Q4 |
2/13/2026 |
| Fairman Group, LLC |
2025 Q4 |
2/13/2026 |
| Niles Investment Management, LLC |
2025 Q4 |
2/13/2026 |
| Financial Network Wealth Advisors LLC |
2025 Q4 |
2/13/2026 |
| Exome Asset Management LLC |
2025 Q4 |
2/13/2026 |
| FF Advisors,LLC |
2025 Q4 |
2/13/2026 |
| Napean Trading & Investment Co (Singapore) PTE Ltd |
2025 Q4 |
2/13/2026 |
| Advyzon Investment Management, LLC |
2025 Q4 |
2/13/2026 |
| Balanced Rock Investment Advisors LLC |
2025 Q4 |
2/13/2026 |
| MORTON COMMUNITY BANK |
2025 Q4 |
2/13/2026 |
| AVISO WEALTH MANAGEMENT |
2025 Q4 |
2/13/2026 |
| ROI Financial Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Pathstone Holdings, LLC |
2025 Q4 |
2/13/2026 |
| LM Advisors LLC |
2025 Q4 |
2/13/2026 |
| Bey-Douglas LLC |
2025 Q4 |
2/13/2026 |
| De Lisle Partners LLP |
2025 Q4 |
2/13/2026 |
| Pingora Partners LLC |
2025 Q4 |
2/13/2026 |
| 1248 Management, LLC |
2025 Q4 |
2/13/2026 |
| Eaton-Cambridge Inc. |
2025 Q4 |
2/13/2026 |
| MOSAIC FINANCIAL GROUP, LLC |
2025 Q4 |
2/13/2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2025 Q4 |
2/13/2026 |
| Smartleaf Asset Management LLC |
2025 Q4 |
2/13/2026 |
| Fidelis Wealth Advisors LLC |
2025 Q4 |
2/13/2026 |
| Evernest Financial Advisors, LLC |
2025 Q4 |
2/13/2026 |
| L1 Capital International Pty Ltd |
2025 Q4 |
2/13/2026 |
| Cetera Trust Company, N.A |
2025 Q4 |
2/13/2026 |
| Siren, L.L.C. |
2025 Q4 |
2/13/2026 |
| JOHNSON & JOHNSON |
2025 Q4 |
2/13/2026 |
| Davern Capital Partners, LP |
2025 Q4 |
2/13/2026 |
| Freedom Together Foundation |
2025 Q4 |
2/13/2026 |
| DODGE & COX |
2025 Q4 |
2/13/2026 |
| Knollwood Investment Advisory, LLC |
2025 Q4 |
2/13/2026 |
| Tassel Capital Management, Inc. |
2025 Q4 |
2/13/2026 |
| Helix Partners Management LP |
2025 Q4 |
2/13/2026 |
| University of Illinois Foundation |
2025 Q4 |
2/13/2026 |
| Borer Denton & Associates, Inc. |
2025 Q4 |
2/13/2026 |
| Dixon Mitchell Investment Counsel Inc. |
2025 Q4 |
2/13/2026 |
| First Turn Management, LLC |
2025 Q4 |
2/13/2026 |
| Avid Wealth Partners LLC |
2025 Q4 |
2/13/2026 |
| TRV GP V, LLC |
2025 Q4 |
2/13/2026 |
| TRV GP VI, LLC |
2025 Q4 |
2/13/2026 |
| INVENIO WEALTH PARTNERS LLC |
2025 Q4 |
2/13/2026 |
| SEVEN MILE ADVISORY |
2025 Q4 |
2/13/2026 |
| Samjo Management, LLC |
2025 Q4 |
2/13/2026 |
| LANDMARK WEALTH MANAGEMENT, INC. |
2025 Q4 |
2/13/2026 |
| Kensington Asset Management, LLC |
2025 Q4 |
2/13/2026 |
| SWEENEY & MICHEL, LLC |
2025 Q4 |
2/13/2026 |
| Bakala Capital LLC |
2025 Q4 |
2/13/2026 |