| Bradyco, Inc. |
2026 Q1 |
5/12/2026 |
| Delta Investment Management, LLC |
2026 Q1 |
5/12/2026 |
| Fox Hill Wealth Management |
2026 Q1 |
5/12/2026 |
| Lunt Capital Management, Inc. |
2026 Q1 |
5/12/2026 |
| Lynch Investment Planning, LLC |
2026 Q1 |
5/12/2026 |
| TIEMANN INVESTMENT ADVISORS, LLC |
2026 Q1 |
5/12/2026 |
| Foresight Global Investors, Inc. |
2026 Q1 |
5/12/2026 |
| Leo H. Evart, Inc. |
2026 Q1 |
5/12/2026 |
| Athos Capital Ltd |
2026 Q1 |
5/12/2026 |
| J HAGAN CAPITAL, INC. |
2026 Q1 |
5/12/2026 |
| Strategic Financial Concepts, LLC |
2026 Q1 |
5/12/2026 |
| Iyo Bank, Ltd. |
2026 Q1 |
5/12/2026 |
| Cygnus Capital Advisors, LLC |
2026 Q1 |
5/12/2026 |
| Turiya Advisors Asia Ltd |
2026 Q1 |
5/12/2026 |
| Vista Cima Wealth Management LLC |
2026 Q1 |
5/12/2026 |
| CAHILL FINANCIAL ADVISORS INC |
2026 Q1 |
5/12/2026 |
| NINE MASTS CAPITAL Ltd |
2026 Q1 |
5/12/2026 |
| Sivia Capital Partners, LLC |
2026 Q1 |
5/12/2026 |
| Resurgent Financial Advisors LLC |
2026 Q1 |
5/12/2026 |
| Taylor Hoffman Capital Management LLC |
2026 Q1 |
5/12/2026 |
| Banco BTG Pactual S.A. |
2026 Q1 |
5/12/2026 |
| D.B. Root & Company, LLC |
2026 Q1 |
5/12/2026 |
| Causey Wealth LLC |
2026 Q1 |
5/12/2026 |
| Denver PWM, LLC |
2026 Q1 |
5/12/2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC |
2026 Q1 |
5/12/2026 |
| Goodwin Investment Advisory |
2026 Q1 |
5/12/2026 |
| Kovack Advisors, Inc. |
2026 Q1 |
5/12/2026 |
| CROBAN |
2026 Q1 |
5/12/2026 |
| Asset One Wealth Management LLC |
2026 Q1 |
5/12/2026 |
| Wheels Up Wealth, Inc. |
2026 Q1 |
5/12/2026 |
| MONETTA FINANCIAL SERVICES INC |
2026 Q1 |
5/12/2026 |
| SVRN Asset Management, LLC |
2026 Q1 |
5/12/2026 |
| BALLAST ADVISORS LLC |
2026 Q1 |
5/12/2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC |
2026 Q1 |
5/12/2026 |
| One Capital Management, LLC |
2026 Q1 |
5/12/2026 |
| KLINGENSTEIN FIELDS & CO LP |
2026 Q1 |
5/12/2026 |
| Laurel Wealth Advisors LLC |
2026 Q1 |
5/12/2026 |
| DG Capital Management, LLC |
2026 Q1 |
5/12/2026 |
| Spruce Point Capital Management, LLC |
2026 Q1 |
5/12/2026 |
| Porter White Investment Advisors, Inc. |
2026 Q1 |
5/12/2026 |
| CHOREO, LLC |
2026 Q1 |
5/12/2026 |
| RK Capital Management, LLC/FL |
2026 Q1 |
5/12/2026 |
| Harfst & Associates, Inc. |
2026 Q1 |
5/12/2026 |
| Saiph Capital, LLC |
2026 Q1 |
5/12/2026 |
| CHAPMAN FINANCIAL GROUP, LLC |
2026 Q1 |
5/12/2026 |
| Strategic Wealth Partners, Ltd. |
2025 Q4 |
5/12/2026 |
| Explore Capital Management, LLC |
2026 Q1 |
5/12/2026 |
| Causey Wealth LLC |
2025 Q4 - NEW HOLDINGS |
5/12/2026 |
| Fielder Capital Group LLC |
2026 Q1 |
5/12/2026 |
| Professional Financial Management, Inc. |
2026 Q1 |
5/12/2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2026 Q1 |
5/12/2026 |
| Finer Wealth Management, Inc. |
2026 Q1 |
5/12/2026 |
| Turning Point Benefit Group, Inc. |
2026 Q1 |
5/12/2026 |
| Creative Planning |
2026 Q1 |
5/12/2026 |
| EDGAR LOMAX CO/VA |
2026 Q1 |
5/12/2026 |
| Strategic Wealth Partners, Ltd. |
2026 Q1 |
5/12/2026 |
| Councilmark Asset Management, LLC |
2026 Q1 |
5/12/2026 |
| COOPER/HAIMS ADVISORS, LLC |
2026 Q1 |
5/12/2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC |
2026 Q1 - RESTATEMENT |
5/12/2026 |
| Axos Invest Inc. |
2026 Q1 |
5/12/2026 |
| Integras Partners LLC |
2026 Q1 |
5/12/2026 |
| Great Diamond Partners, LLC |
2026 Q1 |
5/12/2026 |
| BOK Financial Private Wealth, Inc. |
2026 Q1 |
5/12/2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
2026 Q1 |
5/12/2026 |
| Private Capital Advisors, Inc. |
2026 Q1 |
5/12/2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC |
2026 Q1 |
5/12/2026 |
| Guidance Point Advisors, LLC |
2026 Q1 |
5/12/2026 |
| ADVANCED MICRO DEVICES INC |
2026 Q1 |
5/12/2026 |
| Alaethes Wealth, LLC |
2026 Q1 |
5/12/2026 |
| WORLDLY PARTNERS MANAGEMENT, LLC |
2026 Q1 |
5/12/2026 |
| Pacific Center for Financial Services |
2026 Q1 |
5/12/2026 |
| Cornerstone Capital, Inc. |
2026 Q1 |
5/12/2026 |
| Aspect Management, LLC |
2026 Q1 |
5/12/2026 |
| PFIZER INC |
2026 Q1 |
5/12/2026 |
| Oakmont Advisory Group, LLC |
2026 Q1 |
5/12/2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2026 Q1 |
5/12/2026 |
| E6 Portfolios, LLC |
2026 Q1 |
5/12/2026 |
| SymBiosis Capital Partners, LLC |
2026 Q1 |
5/12/2026 |
| Bregal Sagemount IV General Partner Jersey Ltd |
2026 Q1 |
5/12/2026 |
| Atlantic Union Bankshares Corp |
2026 Q1 |
5/12/2026 |
| Bregal General Partner Jersey Ltd |
2026 Q1 |
5/12/2026 |
| Blue Line Capital, LLC / IL |
2026 Q1 |
5/12/2026 |
| JANE STREET GROUP, LLC |
2026 Q1 |
5/12/2026 |
| PROSPERITY BANCSHARES INC |
2026 Q1 |
5/12/2026 |
| First American Financial Corp |
2026 Q1 |
5/12/2026 |
| FIRST AMERICAN TRUST, FSB |
2026 Q1 |
5/12/2026 |
| Longbow Finance SA |
2026 Q1 |
5/12/2026 |
| Portside Wealth Group, LLC |
2026 Q1 |
5/12/2026 |
| CAZ INVESTMENTS LP |
2026 Q1 |
5/12/2026 |
| WealthTrak Capital Management LLC |
2026 Q1 |
5/12/2026 |
| Navera Investment Management Ltd. |
2026 Q1 |
5/12/2026 |
| Pelham Capital Ltd. |
2026 Q1 |
5/12/2026 |
| BENJAMIN EDWARDS INC |
2026 Q1 |
5/12/2026 |
| Napean Trading & Investment Co (Singapore) PTE Ltd |
2026 Q1 |
5/12/2026 |
| Ally Invest Advisors Inc. |
2026 Q1 |
5/12/2026 |
| Commerce Advisors, LLC |
2026 Q1 |
5/12/2026 |
| VOYA INVESTMENT MANAGEMENT LLC |
2026 Q1 |
5/12/2026 |
| Belvedere Trading LLC |
2026 Q1 |
5/12/2026 |
| Affinity Partners GP LP |
2026 Q1 |
5/12/2026 |
| Notable Capital Management, L.L.C. |
2026 Q1 |
5/12/2026 |