| Electrum Group LLC |
2026 Q1 |
5/12/2026 |
| MIRABELLA FINANCIAL SERVICES LLP |
2026 Q1 |
5/12/2026 |
| Professional Financial Management, Inc. |
2025 Q4 |
5/12/2026 |
| Northwest Bancshares, Inc. |
2026 Q1 |
5/12/2026 |
| Mengis Capital Management, Inc. |
2026 Q1 |
5/12/2026 |
| Granite FO LLC |
2026 Q1 - RESTATEMENT |
5/12/2026 |
| WorthPointe, LLC |
2026 Q1 |
5/12/2026 |
| Ally Financial Inc. |
2026 Q1 |
5/12/2026 |
| Bank of Jackson Hole Trust |
2026 Q1 |
5/12/2026 |
| Invesco Ltd. |
2026 Q1 |
5/12/2026 |
| Voya Financial Advisors, Inc. |
2026 Q1 |
5/12/2026 |
| Gallatin Point Capital LLC |
2026 Q1 |
5/12/2026 |
| Robertson Opportunity Capital, LLC |
2026 Q1 |
5/12/2026 |
| Huber Capital Management LLC |
2026 Q1 |
5/12/2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTD |
2026 Q1 |
5/12/2026 |
| CONTINENTAL GRAIN CO |
2026 Q1 |
5/12/2026 |
| M Holdings Securities, Inc. |
2026 Q1 |
5/12/2026 |
| Old West Investment Management, LLC |
2026 Q1 |
5/12/2026 |
| Wakefield Asset Management LLLP |
2026 Q1 |
5/12/2026 |
| Prostatis Group LLC |
2026 Q1 |
5/12/2026 |
| TT Capital Management LLC |
2026 Q1 |
5/12/2026 |
| CULBERTSON A N & CO INC |
2026 Q1 |
5/12/2026 |
| Ruggiero Investments, Inc. |
2026 Q1 |
5/12/2026 |
| Azimuth Capital Investment Management LLC |
2026 Q1 |
5/12/2026 |
| Summit Trail Advisors, LLC |
2026 Q1 |
5/12/2026 |
| PARNASSUS INVESTMENTS, LLC |
2026 Q1 |
5/12/2026 |
| Summit Rock Advisors, LP |
2026 Q1 |
5/12/2026 |
| ASPIRIANT, LLC |
2026 Q1 |
5/12/2026 |
| LETKO, BROSSEAU & ASSOCIATES INC |
2026 Q1 |
5/12/2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
2026 Q1 |
5/12/2026 |
| TOWER BRIDGE ADVISORS |
2026 Q1 |
5/12/2026 |
| AWM CAPITAL, LLC |
2026 Q1 |
5/12/2026 |
| Jackson Brooke LLC |
2026 Q1 |
5/12/2026 |
| VestGen Investment Management |
2026 Q1 |
5/12/2026 |
| Rather & Kittrell, Inc. |
2026 Q1 |
5/12/2026 |
| FLAGSTAR ADVISORS INC |
2026 Q1 - RESTATEMENT |
5/12/2026 |
| TODD ASSET MANAGEMENT LLC |
2026 Q1 |
5/12/2026 |
| PPM AMERICA INC/IL |
2026 Q1 |
5/12/2026 |
| WESCAP Management Group, Inc. |
2026 Q1 |
5/12/2026 |
| Greenwich Wealth Management LLC |
2026 Q1 |
5/12/2026 |
| Sovereign Investment Advisors, LLC |
2026 Q1 |
5/12/2026 |
| THORNBURG INVESTMENT MANAGEMENT INC |
2026 Q1 |
5/12/2026 |
| Ellis Investment Partners, LLC |
2026 Q1 |
5/12/2026 |
| Stephenson & Company, Inc. |
2026 Q1 |
5/12/2026 |
| MATTERS CAPITAL LLC |
2026 Q1 |
5/12/2026 |
| Processus Wealth & Capital Management, LLC |
2026 Q1 |
5/12/2026 |
| Dalton Investments, Inc. |
2026 Q1 |
5/12/2026 |
| IBEX INVESTORS LLC |
2026 Q1 |
5/12/2026 |
| Diana Davis Spencer Foundation |
2026 Q1 |
5/12/2026 |
| Omega Financial Group, LLC |
2026 Q1 |
5/12/2026 |
| PCG ASSET MANAGEMENT, LLC |
2026 Q1 |
5/12/2026 |
| Shade Tree Advisors LLC |
2026 Q1 |
5/12/2026 |
| Palmer Knight Co |
2026 Q1 |
5/12/2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2026 Q1 |
5/12/2026 |
| BECK MACK & OLIVER LLC |
2026 Q1 |
5/12/2026 |
| Versor Investments LP |
2026 Q1 |
5/12/2026 |
| Shaker Financial Services, LLC |
2026 Q1 |
5/12/2026 |
| TME FINANCIAL, INC. |
2026 Q1 |
5/12/2026 |
| BWCP, LP |
2026 Q1 |
5/12/2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/12/2026 |
| GQG Partners LLC |
2026 Q1 |
5/12/2026 |
| WestBridge Capital Management, LLC |
2026 Q1 |
5/12/2026 |
| Harbor Island Capital LLC |
2026 Q1 |
5/12/2026 |
| Lepercq De Neuflize Asset Management LLC |
2026 Q1 - RESTATEMENT |
5/12/2026 |
| Wood Tarver Financial Group, LLC |
2026 Q1 |
5/12/2026 |
| Luken Investment Analytics, LLC |
2026 Q1 |
5/12/2026 |
| WEIK CAPITAL MANAGEMENT |
2026 Q1 |
5/12/2026 |
| Colonial Trust Advisors |
2026 Q1 |
5/12/2026 |
| Hill Investment Group Partners, LLC |
2026 Q1 |
5/12/2026 |
| Crusonia Wealth Advisors LLC |
2026 Q1 |
5/12/2026 |
| Vickerman Investment Advisors, Inc. |
2026 Q1 |
5/12/2026 |
| Colonial Trust Co / SC |
2026 Q1 |
5/12/2026 |
| Dynamic Financial Group |
2026 Q1 |
5/12/2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL |
2026 Q1 |
5/12/2026 |
| TIFF ADVISORY SERVICES, LLC |
2026 Q1 |
5/12/2026 |
| Baker Avenue Asset Management, LP |
2026 Q1 |
5/12/2026 |
| OAKMONT Corp |
2026 Q1 - RESTATEMENT |
5/12/2026 |
| LeConte Wealth Management, LLC |
2026 Q1 |
5/12/2026 |
| von Borstel & Associates, Inc. |
2026 Q1 |
5/12/2026 |
| Benson Wealth Management INC |
2026 Q1 |
5/12/2026 |
| Alliance Wealth Advisors, LLC /UT |
2026 Q1 |
5/12/2026 |
| CBIZ Investment Advisory Services, LLC |
2026 Q1 |
5/12/2026 |
| Baldwin Investment Management, LLC |
2026 Q1 |
5/12/2026 |
| Wayfinding Financial, LLC |
2026 Q1 |
5/12/2026 |
| Vines Capital Management, LLC |
2026 Q1 |
5/12/2026 |
| Bey-Douglas LLC |
2026 Q1 |
5/12/2026 |
| Cascade Financial Partners, LLC |
2026 Q1 |
5/12/2026 |
| Vestcor Inc |
2026 Q1 |
5/12/2026 |
| Adventist Health System/ West |
2026 Q1 |
5/12/2026 |
| Hartree Partners, LP |
2026 Q1 |
5/12/2026 |
| CYPRESS FUNDS LLC |
2025 Q1 - RESTATEMENT |
5/12/2026 |
| Meiji Yasuda Life Insurance Co |
2026 Q1 |
5/12/2026 |
| Parsonex Advisory Services, Inc. |
2026 Q1 |
5/12/2026 |
| FAIRFIELD, BUSH & CO. |
2026 Q1 |
5/12/2026 |
| Cornerstone Wealth Partners, LLC |
2026 Q1 |
5/12/2026 |
| Canada Post Corp Registered Pension Plan |
2026 Q1 |
5/12/2026 |
| LIBERTY WEALTH MANAGEMENT LLC |
2026 Q1 |
5/12/2026 |
| First Western Trust Bank |
2026 Q1 |
5/12/2026 |
| Kuhn & Co Investment Counsel |
2026 Q1 |
5/12/2026 |
| All Terrain Financial Advisors, LLC |
2026 Q1 |
5/12/2026 |