| Strategies Wealth Advisors, LLC |
2025 Q4 |
2/13/2026 |
| M1 Capital Management LLC |
2025 Q4 |
2/13/2026 |
| Entropy Technologies, LP |
2025 Q4 |
2/13/2026 |
| AyurMaya Capital Management Company, LP |
2025 Q4 |
2/13/2026 |
| Sellaronda Global Management LP |
2025 Q4 |
2/13/2026 |
| Pine Valley Investments Ltd Liability Co |
2025 Q4 |
2/13/2026 |
| North Ridge Wealth Advisors, Inc. |
2025 Q4 |
2/13/2026 |
| Foresight Global Investors, Inc. |
2025 Q4 |
2/13/2026 |
| Kore Advisors LP |
2025 Q4 |
2/13/2026 |
| Polymer Capital Management (HK) LTD |
2025 Q4 |
2/13/2026 |
| Tillman Hartley LLC |
2025 Q4 |
2/13/2026 |
| Broyhill Asset Management, LLC |
2025 Q4 |
2/13/2026 |
| Clifford Group, LLC |
2025 Q4 |
2/13/2026 |
| STAR Financial Bank |
2025 Q4 |
2/13/2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2025 Q4 |
2/13/2026 |
| Quarry LP |
2025 Q4 |
2/13/2026 |
| TFB Advisors LLC |
2025 Q4 |
2/13/2026 |
| LGT Financial Advisors LLC |
2025 Q4 |
2/13/2026 |
| Mill Creek Capital Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Alpine Investment Management Ltd |
2025 Q4 |
2/13/2026 |
| Madrone Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Slotnik Capital, LLC |
2025 Q4 |
2/13/2026 |
| Gavilan Investment Partners LLC |
2025 Q4 |
2/13/2026 |
| Caitong International Asset Management Co., Ltd |
2025 Q4 |
2/13/2026 |
| Icon Wealth Advisors, LLC |
2025 Q4 |
2/13/2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2025 Q4 |
2/13/2026 |
| Arvin Capital Management LP |
2025 Q4 |
2/13/2026 |
| Maren Capital LLC |
2025 Q4 |
2/13/2026 |
| Templeton & Phillips Capital Management, LLC |
2025 Q4 |
2/13/2026 |
| RFP Financial Group LLC |
2025 Q4 |
2/13/2026 |
| Axim Planning & Wealth |
2025 Q4 |
2/13/2026 |
| WPWealth LLP |
2025 Q4 |
2/13/2026 |
| Spahn Wealth & Retirement LLC |
2025 Q4 |
2/13/2026 |
| Avos Capital Management, LLC |
2025 Q4 |
2/13/2026 |
| Davis Asset Management, L.P. |
2025 Q4 |
2/13/2026 |
| Atlas Merchant Capital LLC |
2025 Q4 |
2/13/2026 |
| Forest Avenue Capital Management LP |
2025 Q4 |
2/13/2026 |
| INVICTUS PRIVATE WEALTH, LLC |
2025 Q4 |
2/13/2026 |
| Acumen Wealth Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Infini Capital Management Ltd |
2025 Q4 |
2/13/2026 |
| Tradewinds, LLC. |
2025 Q4 |
2/13/2026 |
| W ADVISORS, LLC |
2025 Q4 |
2/13/2026 |
| Fortitude Advisory Group L.L.C. |
2025 Q4 |
2/13/2026 |
| Samsung C&T Corp |
2025 Q4 |
2/13/2026 |
| KEYSTONE INVESTORS PTE LTD |
2025 Q4 |
2/13/2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2025 Q4 |
2/13/2026 |
| Asset Allocation Strategies LLC |
2025 Q4 |
2/13/2026 |
| Pale Fire Capital SE |
2025 Q4 |
2/13/2026 |
| Beacon Capital Management, LLC |
2025 Q4 |
2/13/2026 |
| Carter Financial Group, INC. |
2025 Q4 |
2/13/2026 |
| ParaFi Capital LP |
2025 Q4 |
2/13/2026 |
| Integrity Financial Corp /WA |
2025 Q4 |
2/13/2026 |
| Atlas Venture Life Science Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Tyro Capital Management LLC |
2025 Q4 |
2/13/2026 |
| Tyro Capital Management LLC |
2025 Q4 - RESTATEMENT |
2/13/2026 |
| Vienna Asset Management LLC |
2025 Q4 |
2/13/2026 |
| Graham Holdings Co Master Retirement Trust |
2025 Q4 |
2/13/2026 |
| Meixler Investment Management, Ltd. |
2025 Q4 |
2/13/2026 |
| Clean Energy Transition LLP |
2025 Q4 |
2/13/2026 |
| Cladis Investment Advisory, LLC |
2025 Q4 |
2/13/2026 |
| TCM Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Carroll Investors, Inc |
2025 Q4 |
2/13/2026 |
| Saber Capital Managment, LLC |
2025 Q4 |
2/13/2026 |
| HFG Advisors, Inc. |
2025 Q4 |
2/13/2026 |
| Eschler Asset Management LLP |
2025 Q4 |
2/13/2026 |
| John & Kathleen Schreiber Foundation |
2025 Q4 |
2/13/2026 |
| Harraden Circle Investments, LLC |
2025 Q4 |
2/13/2026 |
| PB INVESTMENT PARTNERS, L.P. |
2025 Q4 |
2/13/2026 |
| Vesey Street Capital Partners, L.L.C. |
2025 Q4 |
2/13/2026 |
| Guardian Wealth Management, Inc. |
2025 Q4 |
2/13/2026 |
| CARL STUART INVESTMENT ADVISOR, INC |
2025 Q4 |
2/13/2026 |
| Archvest Wealth Advisors, Inc. |
2025 Q4 - RESTATEMENT |
2/13/2026 |
| Teca Partners, LP |
2025 Q4 |
2/13/2026 |
| Lauterbach Financial Advisors, LLC |
2025 Q4 |
2/13/2026 |
| DENVER WEALTH MANAGEMENT, INC. |
2025 Q4 |
2/13/2026 |
| Pitti Group Wealth Management, LLC |
2025 Q4 |
2/13/2026 |
| JOURNEY STRATEGIC WEALTH LLC |
2025 Q4 |
2/13/2026 |
| KIDS CAPITAL MANAGEMENT, L.P. |
2025 Q4 |
2/13/2026 |
| Barrier Capital Management, LLC |
2025 Q4 |
2/13/2026 |
| Gould Capital, LLC |
2025 Q4 |
2/13/2026 |
| Promethos Capital, LLC |
2025 Q4 |
2/13/2026 |
| Allie Family Office LLC |
2025 Q4 |
2/13/2026 |
| Laraway Financial Advisors Inc |
2025 Q4 |
2/13/2026 |
| Missouri Trust & Investment Co |
2025 Q4 |
2/13/2026 |
| Sovereign Investment Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Mudita Advisors LLP |
2025 Q4 |
2/13/2026 |
| Eagle Bluffs Wealth Management LLC |
2025 Q4 |
2/13/2026 |
| SAXON INTERESTS, INC. |
2025 Q4 |
2/13/2026 |
| Liberty 77 Capital L.P. |
2025 Q4 |
2/13/2026 |
| WORLDLY PARTNERS MANAGEMENT, LLC |
2025 Q4 |
2/13/2026 |
| TPG GP A, LLC |
2025 Q4 |
2/13/2026 |
| H&F Corporate Investors X, Ltd. |
2025 Q4 |
2/13/2026 |
| VPR Management LLC |
2025 Q4 |
2/13/2026 |
| Saraza Management, LP |
2025 Q4 |
2/13/2026 |
| Frazier Life Sciences Management, L.P. |
2025 Q4 |
2/13/2026 |
| Iyo Bank, Ltd. |
2025 Q4 |
2/13/2026 |
| Madrona Venture Group, LLC |
2025 Q4 |
2/13/2026 |
| Lifeworks Advisors, LLC |
2025 Q4 |
2/13/2026 |
| Clear Street Group Inc. |
2025 Q4 |
2/13/2026 |
| Palliser Capital (UK) Ltd |
2025 Q4 |
2/13/2026 |