| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
2026 Q2 |
7/14/2026 |
| Cordant, Inc. |
2026 Q2 |
7/14/2026 |
| SOUTHERN CAPITAL ADVISORS, LLC |
2026 Q2 |
7/14/2026 |
| Portside Wealth Group, LLC |
2026 Q2 |
7/14/2026 |
| American Financial Advisors, LLC |
2026 Q2 |
7/14/2026 |
| BCU Wealth Advisors, LLC |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2025 Q1 |
7/14/2026 |
| Enclave Advisors LLC |
2026 Q2 |
7/14/2026 |
| Elser Financial Planning, Inc |
2026 Q2 |
7/14/2026 |
| Upper Left Wealth Management, LLC |
2026 Q2 |
7/14/2026 |
| Systelligence, LLC |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2025 Q2 |
7/14/2026 |
| McGrath & Associates, Inc. |
2026 Q2 |
7/14/2026 |
| Kings Path Partners LLC |
2026 Q2 |
7/14/2026 |
| YHB Investment Advisors, Inc. |
2026 Q2 |
7/14/2026 |
| Smith Thornton Advisors LLC |
2026 Q2 |
7/14/2026 |
| Delta Wealth Advisors LLC |
2026 Q2 |
7/14/2026 |
| BAM Wealth Management, LLC |
2026 Q2 |
7/14/2026 |
| WASHINGTON UNIVERSITY |
2026 Q2 |
7/14/2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2026 Q2 |
7/14/2026 |
| TRUST CO OF OKLAHOMA |
2026 Q2 |
7/14/2026 |
| Cache Advisors, LLC |
2026 Q2 |
7/14/2026 |
| CUTLER INVESTMENT COUNSEL LLC |
2026 Q2 |
7/14/2026 |
| Mullaney, Keating & Wright, Inc. |
2026 Q2 |
7/14/2026 |
| BCO Wealth Management LLC |
2026 Q2 |
7/14/2026 |
| KELLY FINANCIAL GROUP LLC |
2026 Q2 |
7/14/2026 |
| YARGER WEALTH STRATEGIES, LLC |
2026 Q2 |
7/14/2026 |
| Family Legacy Financial Solutions, LLC |
2026 Q2 |
7/14/2026 |
| Presidio Capital Management, LLC |
2026 Q2 |
7/14/2026 |
| Peak Wealth Management LLC |
2026 Q2 |
7/14/2026 |
| Rolek Wealth Management LLC |
2026 Q2 |
7/14/2026 |
| Sunbeam Capital Management, LLC |
2026 Q2 |
7/14/2026 |
| Kings Path Partners LLC |
2026 Q1 |
7/14/2026 |
| Northstar Advisory Group, LLC |
2026 Q2 |
7/14/2026 |
| Robinswood Financial LLC |
2025 Q3 |
7/14/2026 |
| HENDLEY & CO INC |
2026 Q2 |
7/14/2026 |
| Octavia Wealth Advisors, LLC |
2026 Q2 |
7/14/2026 |
| Oxinas Partners, LLC |
2026 Q2 |
7/14/2026 |
| Fisher Funds Management LTD |
2026 Q2 |
7/14/2026 |
| SEAVIEW INVESTMENT MANAGERS LLC |
2026 Q2 |
7/14/2026 |
| Westhampton Capital, LLC |
2026 Q2 |
7/14/2026 |
| IAM Advisory, LLC |
2026 Q2 |
7/14/2026 |
| JACOBSON & SCHMITT ADVISORS, LLC |
2026 Q2 |
7/14/2026 |
| KIRR MARBACH & CO LLC /IN/ |
2026 Q2 |
7/14/2026 |
| Mountain Capital Investment Advisors Inc. |
2026 Q2 |
7/14/2026 |
| FENIMORE ASSET MANAGEMENT INC |
2026 Q2 |
7/14/2026 |
| NESTEGG ADVISORS, INC. |
2026 Q2 |
7/14/2026 |
| BayBridge Capital Group, LLC |
2026 Q2 |
7/14/2026 |
| First Nebraska Trust Co |
2017 Q1 |
7/14/2026 |
| Congress Park Capital LLC |
2026 Q2 |
7/14/2026 |
| BARLOW WEALTH PARTNERS, LLC |
2026 Q2 |
7/14/2026 |
| GREAT OAK CAPITAL PARTNERS, LLC |
2026 Q2 |
7/14/2026 |
| Curbstone Financial Management Corp |
2026 Q2 |
7/14/2026 |
| Blue Zone Wealth Advisors, LLC |
2026 Q2 |
7/14/2026 |
| Corecam Pte. Ltd. |
2026 Q2 |
7/14/2026 |
| Allodium Investment Consultants, LLC |
2026 Q2 |
7/14/2026 |
| Successful Portfolios LLC |
2026 Q2 |
7/14/2026 |
| Verisail Partners, LLC |
2026 Q2 |
7/14/2026 |
| Credit Capital Investments LLC |
2026 Q2 |
7/14/2026 |
| B. Riley Wealth Advisors, Inc. |
2026 Q2 |
7/14/2026 |
| QRG CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/14/2026 |
| Nepsis Inc. |
2026 Q2 |
7/14/2026 |
| Longview Financial Advisors LLC |
2026 Q2 |
7/14/2026 |
| DLK Investment Management, LLC |
2026 Q2 |
7/14/2026 |
| Plancorp, LLC |
2026 Q2 |
7/14/2026 |
| Cardinal Point Capital Management ULC |
2026 Q2 |
7/14/2026 |
| Triangle Securities Wealth Management |
2026 Q2 |
7/14/2026 |
| Addenda Capital Inc. |
2026 Q2 |
7/14/2026 |
| Ayrshire Capital Management LLC |
2026 Q2 |
7/14/2026 |
| Hoese & Co LLP |
2026 Q2 |
7/14/2026 |
| First Nebraska Trust Co |
2017 Q2 |
7/14/2026 |
| Intrinsic Value Partners, LLC |
2026 Q2 |
7/14/2026 |
| DOPKINS WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Waycross Investment Management Co |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q3 |
7/14/2026 |
| Benson Investment Management Company, Inc. |
2026 Q2 |
7/14/2026 |
| TTP Investments, Inc. |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q4 |
7/14/2026 |
| Stolper Co |
2026 Q2 |
7/14/2026 |
| SALEM INVESTMENT COUNSELORS INC |
2026 Q2 |
7/14/2026 |
| Antonelli Financial Advisors, LLC |
2026 Q2 |
7/14/2026 |
| Christensen, King & Associates Investment Services, Inc. |
2026 Q2 |
7/14/2026 |
| Mason & Associates, LLC |
2026 Q2 |
7/14/2026 |
| Twele Capital Management, Inc. |
2026 Q2 |
7/14/2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q2 |
7/14/2026 |
| Douglas Lane & Associates, LLC |
2026 Q2 |
7/14/2026 |
| Chatterton & Associates Inc. |
2026 Q2 |
7/14/2026 |
| SageOak Financial, LLC |
2026 Q2 |
7/14/2026 |
| Plan A Wealth LLC |
2026 Q2 |
7/14/2026 |
| Impact Capital Partners LLC |
2026 Q2 |
7/14/2026 |
| EWA, LLC |
2026 Q2 |
7/14/2026 |
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Magnolia Wealth Management, LLC |
2026 Q2 |
7/14/2026 |
| Ritter Daniher Financial Advisory LLC / DE |
2026 Q2 |
7/14/2026 |
| BigSur Wealth Management LLC |
2026 Q2 |
7/14/2026 |
| Shore Point Advisors, LLC |
2026 Q2 |
7/14/2026 |
| TopTier Wealth Management, LLC |
2026 Q2 |
7/14/2026 |
| MKD WEALTH COACHES, LLC |
2026 Q2 |
7/14/2026 |
| 1620 INVESTMENT ADVISORS, INC. |
2026 Q2 |
7/14/2026 |
| Lipe & Dalton |
2026 Q2 |
7/14/2026 |