| Vise Technologies, Inc. |
2026 Q2 |
8/10/2026 |
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2026 Q2 |
8/10/2026 |
| Glaxis Capital Management, LLC |
2026 Q2 |
8/10/2026 |
| Jupiter Wealth Management LLC |
2026 Q2 |
8/10/2026 |
| Clay Northam Wealth Management, LLC |
2026 Q2 |
8/10/2026 |
| Altman Advisors, Inc. |
2026 Q2 |
8/10/2026 |
| BURR FINANCIAL SERVICES, LLC |
2026 Q2 |
8/10/2026 |
| TRILLIUM ASSET MANAGEMENT, LLC |
2026 Q2 |
8/10/2026 |
| RKL Wealth Management LLC |
2026 Q2 |
8/10/2026 |
| Gem Investment Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Integrated Wealth Management |
2026 Q2 |
8/10/2026 |
| ELCO Management Co., LLC |
2026 Q2 |
8/10/2026 |
| Alpha Wealth Funds, LLC |
2026 Q2 |
8/10/2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
2026 Q2 |
8/10/2026 |
| SWEENEY & MICHEL, LLC |
2026 Q2 |
8/10/2026 |
| Dedeker Financial LLC |
2026 Q2 |
8/10/2026 |
| Peterson Wealth Advisors, LLC |
2026 Q2 |
8/10/2026 |
| IFS Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Platform Wealth Management, LLC |
2026 Q2 |
8/10/2026 |
| GLOBALT Investments LLC / GA |
2026 Q2 |
8/10/2026 |
| Yarbrough Capital, LLC |
2026 Q2 |
8/10/2026 |
| V2 Financial group LLC |
2026 Q2 |
8/10/2026 |
| SJBENEN ADVISORY, LLC |
2026 Q2 |
8/10/2026 |
| SHARIAPORTFOLIO, INC. |
2026 Q2 |
8/10/2026 |
| Consilium Wealth Advisory, LLC |
2026 Q2 |
8/10/2026 |
| INCEPTIONR LLC |
2026 Q2 |
8/10/2026 |
| ALGERT GLOBAL LLC |
2022 Q4 - RESTATEMENT |
8/10/2026 |
| Bradyco, Inc. |
2026 Q2 |
8/10/2026 |
| Investidor Profissional Gestao de Recursos Ltda. |
2026 Q2 |
8/10/2026 |
| Financial Strategies Group, Inc. |
2026 Q2 |
8/10/2026 |
| Hemenway Trust Co LLC |
2026 Q2 |
8/10/2026 |
| ALGERT GLOBAL LLC |
2023 Q1 - RESTATEMENT |
8/10/2026 |
| Cascade Wealth Advisors, Inc |
2026 Q2 |
8/10/2026 |
| Safe Harbor Family Capital, LLC |
2026 Q2 |
8/10/2026 |
| Kingstone Capital Partners Texas, LLC |
2026 Q2 |
8/10/2026 |
| ALGERT GLOBAL LLC |
2023 Q2 - RESTATEMENT |
8/10/2026 |
| ROBERTS GLORE & CO INC /IL/ |
2026 Q2 |
8/10/2026 |
| Kennondale Capital Management LLC |
2026 Q2 |
8/10/2026 |
| ALGERT GLOBAL LLC |
2023 Q3 - RESTATEMENT |
8/10/2026 |
| ALGERT GLOBAL LLC |
2024 Q1 - RESTATEMENT |
8/10/2026 |
| Broderick Brian C |
2026 Q2 |
8/10/2026 |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) |
2026 Q2 |
8/10/2026 |
| MYECFO, LLC |
2026 Q2 |
8/10/2026 |
| Tieton Capital Management, LLC |
2026 Q2 |
8/10/2026 |
| Shepherd Financial Partners LLC |
2026 Q2 |
8/10/2026 |
| AssuredPartners Investment Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Bradley & Co. Private Wealth Management, LLC |
2026 Q2 |
8/10/2026 |
| PLANNING DIRECTIONS INC |
2026 Q2 |
8/10/2026 |
| OV Management LLC |
2026 Q2 |
8/10/2026 |
| Csenge Advisory Group |
2026 Q2 |
8/10/2026 |
| Lisanti Capital Growth, LLC |
2026 Q2 |
8/10/2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2026 Q2 |
8/10/2026 |
| Crescent Grove Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Johnson Financial Group, Inc. |
2026 Q2 |
8/10/2026 |
| Turim 21 Investimentos Ltda. |
2026 Q2 |
8/10/2026 |
| CONSILIO WEALTH ADVISORS, LLC |
2026 Q2 |
8/10/2026 |
| Kelman-Lazarov, Inc. |
2026 Q2 |
8/10/2026 |
| MMBG INVESTMENT ADVISORS CO. |
2026 Q2 |
8/10/2026 |
| DeLarme Wealth Management, Inc. |
2026 Q2 |
8/10/2026 |
| Addison Advisors LLC |
2026 Q2 |
8/10/2026 |
| Kentucky Farm Bureau Mutual Insurance Co |
2026 Q2 |
8/10/2026 |
| one8zero8, LLC |
2026 Q2 |
8/10/2026 |
| DCF Advisers, LLC |
2026 Q2 |
8/10/2026 |
| SSI INVESTMENT MANAGEMENT LLC |
2026 Q2 |
8/10/2026 |
| BANTAMAC CAPITAL, LLC |
2026 Q2 |
8/10/2026 |
| West Family Investments, Inc. |
2026 Q2 |
8/10/2026 |
| AMJ Financial Wealth Management |
2026 Q2 |
8/10/2026 |
| NewEdge Wealth, LLC |
2026 Q2 |
8/10/2026 |
| DENALI ADVISORS LLC |
2026 Q2 |
8/10/2026 |
| Knuff & Co LLC |
2026 Q2 |
8/10/2026 |
| Portfolio Strategies, Inc. |
2026 Q2 |
8/10/2026 |
| Tacita Capital Inc |
2026 Q2 |
8/10/2026 |
| Prepared Retirement Institute LLC |
2026 Q2 |
8/10/2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC |
2026 Q2 |
8/10/2026 |
| FIRST AMERICAN TRUST, FSB |
2026 Q2 |
8/10/2026 |
| Thomas J. Herzfeld Advisors, Inc. |
2026 Q2 |
8/10/2026 |
| NatWest Group plc |
2026 Q2 |
8/10/2026 |
| BOKF, NA |
2026 Q2 |
8/10/2026 |
| First American Financial Corp |
2026 Q2 |
8/10/2026 |
| RLH Capital LLC |
2026 Q2 |
8/10/2026 |
| Tanglewood Legacy Advisors, LLC |
2026 Q2 |
8/10/2026 |
| First Nebraska Trust Co |
2008 Q3 |
8/10/2026 |
| Partners in Financial Planning |
2026 Q2 |
8/10/2026 |
| Hills Bank & Trust Co |
2026 Q2 |
8/10/2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP |
2026 Q2 |
8/10/2026 |
| DELTA ASSET MANAGEMENT LLC/TN |
2026 Q2 |
8/10/2026 |
| INVESTMENT COUNSEL CO OF NEVADA |
2026 Q2 |
8/10/2026 |
| Robinson Value Management, Ltd. |
2026 Q2 |
8/10/2026 |
| HERSHEY TRUST CO |
2026 Q2 |
8/10/2026 |
| RiverGlades Family Offices LLC |
2026 Q2 |
8/10/2026 |
| Menlo Ventures Management, L.P. |
2026 Q2 |
8/10/2026 |
| Hurley Capital, LLC |
2026 Q2 |
8/10/2026 |
| Bull Oak Capital, LLC |
2026 Q2 |
8/10/2026 |
| ADVISORTRUST PARTNERS, LLC |
2026 Q2 |
8/10/2026 |
| INTECH INVESTMENT MANAGEMENT LLC |
2026 Q2 |
8/10/2026 |
| Legacy Edge Advisors, LLC |
2026 Q2 |
8/10/2026 |
| First Nebraska Trust Co |
2008 Q4 |
8/10/2026 |
| Municipal Employees' Retirement System of Michigan |
2026 Q2 |
8/10/2026 |
| Schiavi & Co LLC |
2026 Q2 |
8/10/2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
2026 Q2 |
8/10/2026 |