| NORTHCAPE WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/10/2026 |
| Alpha Family Trust |
2026 Q2 |
8/10/2026 |
| Aurora Investment Counsel |
2026 Q2 |
8/10/2026 |
| STRATEGIC ADVISORY PARTNERS, LLC |
2026 Q2 |
8/10/2026 |
| Strategic Equity Management |
2026 Q2 |
8/10/2026 |
| Bell & Brown Wealth Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Frazier Financial Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Live Oak Investment Partners |
2026 Q2 |
8/10/2026 |
| MidAtlantic Capital Management, Inc. |
2026 Q2 |
8/10/2026 |
| Quartz Partners, LLC |
2026 Q2 |
8/10/2026 |
| NWK Group, Inc. |
2026 Q2 |
8/10/2026 |
| Abacus FCF Advisors LLC |
2026 Q2 |
8/10/2026 |
| Geneva Partners, LLC |
2026 Q2 |
8/10/2026 |
| RETIREMITTEN FINANCIAL LLC |
2026 Q2 |
8/10/2026 |
| Wellington Shields & Co., LLC |
2026 Q2 |
8/10/2026 |
| Pinegrove Venture Partners, LLC |
2026 Q2 |
8/10/2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. |
2026 Q2 |
8/10/2026 |
| Western Standard LLC |
2026 Q2 |
8/10/2026 |
| TOEWS CORP /ADV |
2026 Q2 |
8/10/2026 |
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q2 |
8/10/2026 |
| Portland Financial Advisors Inc |
2026 Q2 |
8/10/2026 |
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q3 |
8/10/2026 |
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q4 |
8/10/2026 |
| Wellington Shields Capital Management, LLC |
2026 Q2 |
8/10/2026 |
| EVOKE WEALTH, LLC |
2026 Q2 |
8/10/2026 |
| UPTICK PARTNERS, LLC |
2026 Q2 |
8/10/2026 |
| Trivest Advisors Ltd |
2026 Q2 |
8/10/2026 |
| United Bank |
2026 Q2 |
8/10/2026 |
| LYNX CAPITAL GROUP LTD /ADV |
2024 Q1 |
8/10/2026 |
| Strathmore Capital Advisors, Inc. |
2026 Q2 |
8/10/2026 |
| Parsonex Advisory Services, Inc. |
2026 Q2 |
8/10/2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
2026 Q2 |
8/10/2026 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA |
2026 Q2 |
8/10/2026 |
| Madison Asset Management, LLC |
2026 Q2 |
8/10/2026 |
| CM WEALTH ADVISORS LLC |
2026 Q2 |
8/10/2026 |
| TIAA Wealth Investment Management LLC |
2026 Q2 |
8/10/2026 |
| Spurstone Advisory Services, LLC |
2026 Q2 |
8/10/2026 |
| Goepper Burkhardt LLC |
2026 Q2 |
8/10/2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
2026 Q2 |
8/10/2026 |
| MEDIATEL PARTNERS |
2026 Q2 |
8/10/2026 |
| TIAA TRUST, NATIONAL ASSOCIATION |
2026 Q2 |
8/10/2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
2026 Q2 |
8/10/2026 |
| WAFRA INC. |
2026 Q2 |
8/10/2026 |
| Sustainable Growth Advisers, LP |
2026 Q2 |
8/10/2026 |
| SENTRY INVESTMENT MANAGEMENT LLC |
2026 Q2 |
8/10/2026 |
| Windmill Hill Asset Management Ltd |
2026 Q2 |
8/10/2026 |
| Vision Capital Management, Inc. |
2026 Q2 |
8/10/2026 |
| SHENKMAN CAPITAL MANAGEMENT INC |
2026 Q2 |
8/10/2026 |
| Basepoint Wealth LLC |
2026 Q2 |
8/10/2026 |
| VESTIA PERSONAL WEALTH ADVISORS |
2026 Q2 |
8/10/2026 |
| Migdal Insurance & Financial Holdings Ltd. |
2026 Q2 |
8/10/2026 |
| MAKENA CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/10/2026 |
| IMA Advisory Services, Inc. |
2026 Q2 |
8/10/2026 |
| MIC Capital Management UK LLP |
2026 Q2 |
8/10/2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC |
2026 Q2 |
8/10/2026 |
| SageView Advisory Group, LLC |
2026 Q2 |
8/10/2026 |
| AFBI LP |
2026 Q2 |
8/10/2026 |
| Eldridge Investment Advisors, Inc. |
2026 Q2 |
8/10/2026 |
| Landmark Wealth Management, LLC |
2026 Q2 |
8/10/2026 |
| First Command Advisory Services, Inc. |
2026 Q2 |
8/10/2026 |
| Proactive Wealth Strategies LLC |
2026 Q2 |
8/10/2026 |
| Bull Harbor Capital LLC |
2026 Q2 |
8/10/2026 |
| Everest Financial Group LLC |
2026 Q2 |
8/10/2026 |
| Tudor Financial Inc. |
2026 Q2 - RESTATEMENT |
8/10/2026 |
| Pitcairn Wealth Advisors LLC |
2026 Q2 |
8/10/2026 |
| RITHOLTZ WEALTH MANAGEMENT |
2026 Q2 |
8/10/2026 |
| HOWE & RUSLING INC |
2026 Q2 |
8/10/2026 |
| Destiny Capital Corp/CO |
2026 Q2 |
8/10/2026 |
| OUTFITTERS FINANCIAL LLC |
2026 Q2 |
8/10/2026 |
| RS CRUM INC. |
2026 Q2 |
8/10/2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC |
2026 Q2 |
8/10/2026 |
| Schrum Private Wealth Management LLC |
2026 Q2 |
8/10/2026 |
| Francis Financial, Inc. |
2026 Q2 |
8/10/2026 |
| Tidemark, LLC |
2026 Q2 |
8/10/2026 |
| Savant Capital, LLC |
2026 Q2 |
8/10/2026 |
| CBM Financial, LLC |
2026 Q2 |
8/10/2026 |
| XPONANCE LLC |
2026 Q2 |
8/10/2026 |
| Moors & Cabot, Inc. |
2026 Q2 |
8/10/2026 |
| EagleClaw Capital Managment, LLC |
2026 Q2 |
8/10/2026 |
| Ativo Capital Management LLC |
2026 Q2 |
8/10/2026 |
| GREAT VALLEY ADVISOR GROUP, INC. |
2026 Q2 |
8/10/2026 |
| Heritage Wealth Management, Inc./Texas |
2026 Q2 |
8/10/2026 |
| TFO Wealth Partners, LLC |
2026 Q2 |
8/10/2026 |
| SageView Advisory Group, LLC |
2026 Q1 |
8/10/2026 |
| Westshore Wealth, LLC |
2026 Q2 |
8/10/2026 |
| BCV Asset Management Inc. |
2026 Q2 |
8/10/2026 |
| Wharton Business Group, LLC |
2026 Q2 |
8/10/2026 |
| LONE PEAK GLOBAL INVESTORS LLC |
2026 Q2 |
8/10/2026 |
| Houlihan Financial Resource Group, Ltd. |
2026 Q2 |
8/10/2026 |
| Gen-Wealth Partners Inc |
2026 Q2 |
8/10/2026 |
| Christian Investment Advisors, Inc. |
2026 Q2 |
8/10/2026 |
| Axecap Investments, LLC |
2026 Q2 |
8/10/2026 |
| Jackson Creek Investment Advisors LLC |
2026 Q2 |
8/10/2026 |
| NATIONAL BANK OF CANADA /FI/ |
2026 Q2 |
8/10/2026 |
| Worth Venture Partners, LLC |
2026 Q2 |
8/10/2026 |
| Financial Harvest, LLC |
2026 Q2 |
8/10/2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
2026 Q2 |
8/10/2026 |
| Peak Retirement Planning, Inc. |
2026 Q2 |
8/10/2026 |
| Peloton Wealth Strategists |
2026 Q2 |
8/10/2026 |
| Tennessee Valley Asset Management Partners |
2026 Q2 |
8/10/2026 |