| Gunpowder Capital Management, LLC dba Oliver Wealth Management |
2026 Q2 |
8/11/2026 |
| Private Wealth Asset Management, LLC |
2026 Q2 |
8/11/2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2026 Q2 |
8/11/2026 |
| MEDICI CAPITAL LLC |
2026 Q2 |
8/11/2026 |
| Greykasell Wealth Strategies, Inc. |
2026 Q2 |
8/11/2026 |
| BRIGHT FINANCIAL ADVISORS, INC. |
2026 Q2 |
8/11/2026 |
| Wealthspire Advisors, LLC |
2026 Q2 |
8/11/2026 |
| Compass Advisory Group LLC |
2026 Q2 |
8/11/2026 |
| COGENT STRATEGIC WEALTH LLC |
2026 Q2 |
8/11/2026 |
| Swan Global Investments, LLC |
2026 Q2 |
8/11/2026 |
| Edgestream Partners, L.P. |
2026 Q2 |
8/11/2026 |
| LifePlan Investment Advisors, Inc. |
2026 Q2 |
8/11/2026 |
| Millstone Evans Group, LLC |
2026 Q2 |
8/11/2026 |
| WAYCROSS PARTNERS, LLC |
2026 Q2 |
8/11/2026 |
| Cadia Private Client LLC |
2026 Q2 |
8/11/2026 |
| CIBC Capital Markets (Europe) S.A. |
2026 Q2 |
8/11/2026 |
| Cannon Capital Management, Inc. |
2026 Q2 |
8/11/2026 |
| Godfrey Financial Associates, Inc. |
2026 Q2 |
8/11/2026 |
| Generations Wealth, LLC |
2026 Q2 |
8/11/2026 |
| John & Kathleen Schreiber Foundation |
2026 Q2 |
8/11/2026 |
| NICOLET BANKSHARES INC |
2026 Q2 |
8/11/2026 |
| VestGen Advisors, LLC |
2026 Q2 |
8/11/2026 |
| Sand Hill Global Advisors, LLC |
2026 Q2 |
8/11/2026 |
| Arete Wealth Advisors, LLC |
2026 Q2 |
8/11/2026 |
| WESTBOURNE INVESTMENTS, INC. |
2026 Q2 |
8/11/2026 |
| CLEAR INVESTMENT RESEARCH, LLC |
2026 Q2 |
8/11/2026 |
| Redwood Park Advisors LLC |
2026 Q2 |
8/11/2026 |
| Arete Wealth Advisors, LLC |
2025 Q4 - RESTATEMENT |
8/11/2026 |
| NEOS Investment Management LLC |
2026 Q2 |
8/11/2026 |
| Farmers National Bank |
2026 Q2 |
8/11/2026 |
| Cannell & Spears LLC |
2026 Q2 |
8/11/2026 |
| PIN OAK INVESTMENT ADVISORS INC |
2026 Q2 |
8/11/2026 |
| J. Mark Nickell & Co. |
2026 Q2 |
8/11/2026 |
| TAGStone Capital, Inc. |
2026 Q2 |
8/11/2026 |
| Stokes Family Office, LLC |
2026 Q2 |
8/11/2026 |
| Oder Investment Management, LLC |
2026 Q2 |
8/11/2026 |
| BINGHAM PRIVATE WEALTH, LLC |
2026 Q2 |
8/11/2026 |
| Permit Capital, LLC |
2026 Q2 |
8/11/2026 |
| Navera Investment Management Ltd. |
2026 Q2 |
8/11/2026 |
| Bridge City Capital, LLC |
2026 Q2 |
8/11/2026 |
| Vanguard Personalized Indexing Management, LLC |
2026 Q2 |
8/11/2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/11/2026 |
| Arrington Capital Management, LLC |
2026 Q2 |
8/11/2026 |
| BEARING POINT CAPITAL, LLC |
2026 Q2 |
8/11/2026 |
| BlackDiamond Wealth Management, LLC |
2026 Q2 |
8/11/2026 |
| Copley Financial Group, Inc. |
2026 Q2 |
8/11/2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ |
2026 Q2 |
8/11/2026 |
| BlueStem Wealth Partners, LLC |
2026 Q2 |
8/11/2026 |
| Hershey Financial Advisers, LLC |
2026 Q2 |
8/11/2026 |
| Chicago Wealth Management, Inc. |
2026 Q2 |
8/11/2026 |
| WBI INVESTMENTS, LLC |
2026 Q2 |
8/11/2026 |
| Provident Investment Management, Inc. |
2026 Q2 |
8/11/2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2026 Q2 |
8/11/2026 |
| Roberts Foundation |
2026 Q2 |
8/11/2026 |
| Cape Ann Asset Management Ltd |
2026 Q2 |
8/11/2026 |
| Exit Wealth Advisors, LLC. |
2026 Q2 |
8/11/2026 |
| Phoenix Financial Ltd. |
2026 Q2 |
8/11/2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
2026 Q2 |
8/11/2026 |
| NorthRock Partners, LLC |
2026 Q2 |
8/11/2026 |
| AdvisorShares Investments LLC |
2026 Q2 |
8/11/2026 |
| Mayfair Advisory Group, LLC |
2026 Q2 |
8/11/2026 |
| Alan B Lancz & Associates, Inc. |
2026 Q2 |
8/11/2026 |
| DUMAC, INC. |
2026 Q2 |
8/11/2026 |
| MERCER GLOBAL ADVISORS INC /ADV |
2026 Q2 |
8/11/2026 |
| STALEY CAPITAL ADVISERS INC |
2026 Q2 |
8/11/2026 |
| Dalton Investments, Inc. |
2026 Q2 |
8/11/2026 |
| Legacy Edge Advisors, LLC |
2026 Q2 - RESTATEMENT |
8/11/2026 |
| swisspartners Advisors Ltd |
2026 Q2 |
8/11/2026 |
| Bolthouse Investments, LLC |
2026 Q2 |
8/11/2026 |
| Apex Wealth Management, LLC |
2026 Q2 |
8/11/2026 |
| Stratos Investment Management, LLC |
2026 Q2 |
8/11/2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2026 Q2 |
8/11/2026 |
| Stratos Wealth Advisors, LLC |
2026 Q2 |
8/11/2026 |
| Capital Innovations LLC |
2026 Q2 |
8/11/2026 |
| Stratos Wealth Partners, LTD. |
2026 Q2 |
8/11/2026 |
| PRINCETON CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/11/2026 |
| 1492 Capital Management LLC |
2026 Q2 |
8/11/2026 |
| Alpha Financial Partners LLC |
2026 Q2 |
8/11/2026 |
| Smead Capital Management, Inc. |
2026 Q2 |
8/11/2026 |
| Arcadia Wealth Management, Inc. |
2026 Q2 |
8/11/2026 |
| Arch Global Advisors, LLC |
2026 Q2 |
8/11/2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2026 Q1 |
8/11/2026 |
| South Dakota Investment Council |
2026 Q2 |
8/11/2026 |
| M Holdings Securities, Inc. |
2026 Q2 |
8/11/2026 |
| First Nebraska Trust Co |
2008 Q1 |
8/11/2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2026 Q2 |
8/11/2026 |
| GRANVILLE CAPITAL, INC. |
2026 Q2 |
8/11/2026 |
| Accuvest Global Advisors |
2026 Q2 |
8/11/2026 |
| Evergreen Wealth Partners LLC |
2026 Q2 |
8/11/2026 |
| Summit Trail Advisors, LLC |
2026 Q2 |
8/11/2026 |
| DIMENSIONAL FUND ADVISORS LP |
2026 Q2 |
8/11/2026 |
| WEALTH ALLIANCE, LLC |
2026 Q2 |
8/11/2026 |
| Macro Advisors, Inc. |
2026 Q2 |
8/11/2026 |
| DRAVO BAY LLC |
2026 Q2 |
8/11/2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2025 Q1 |
8/11/2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2025 Q2 |
8/11/2026 |
| WESCAP Management Group, Inc. |
2026 Q2 |
8/11/2026 |
| Endurance Services Ltd |
2026 Q2 |
8/11/2026 |
| Investment Management Trust, LLC |
2026 Q2 |
8/11/2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2025 Q3 |
8/11/2026 |