| Benson Wealth Management INC |
2026 Q2 |
8/10/2026 |
| Ullmann Wealth Partners Group, LLC |
2026 Q2 |
8/10/2026 |
| Richard W. Paul & Associates, LLC |
2026 Q2 |
8/10/2026 |
| Crestwood Capital Management, L.P. |
2026 Q2 |
8/10/2026 |
| TriCert Investment Counsel Inc. |
2026 Q2 |
8/10/2026 |
| Adams Wealth Management |
2026 Q2 |
8/10/2026 |
| Optimist Retirement Group LLC |
2026 Q2 |
8/10/2026 |
| GLENMEDE TRUST CO NA |
2026 Q2 |
8/10/2026 |
| LATHROP INVESTMENT MANAGEMENT CO |
2026 Q2 |
8/10/2026 |
| O'Neil Global Advisors, Inc. |
2026 Q2 |
8/10/2026 |
| PRING TURNER CAPITAL GROUP INC |
2026 Q2 |
8/10/2026 |
| Peregrine Asset Advisers, Inc. |
2026 Q2 |
8/10/2026 |
| DOHENY ASSET MANAGEMENT /CA |
2026 Q2 |
8/10/2026 |
| Spark Investment Management LLC |
2026 Q2 |
8/10/2026 |
| FLORIDA FINANCIAL ADVISORS, LLC |
2026 Q2 |
8/10/2026 |
| Machina Capital S.A.S. |
2026 Q2 |
8/10/2026 |
| Advisory Advocates, LLC |
2026 Q2 |
8/10/2026 |
| Shoker Investment Counsel, Inc. |
2026 Q2 |
8/10/2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA |
2026 Q2 |
8/10/2026 |
| Ballast Rock Private Wealth LLC |
2026 Q2 |
8/10/2026 |
| WESPAC Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Mezzasalma Advisors, LLC |
2026 Q2 |
8/10/2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2026 Q2 |
8/10/2026 |
| Forvis Mazars Wealth Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Centennial Bank/AR/ |
2026 Q2 |
8/10/2026 |
| TRED AVON FAMILY WEALTH, LLC |
2026 Q2 |
8/10/2026 |
| VCU Investment Management Co |
2026 Q2 |
8/10/2026 |
| HOWARD BAILEY SECURITIES, LLC |
2026 Q2 |
8/10/2026 |
| WealthCare Investment Partners, LLC |
2026 Q2 |
8/10/2026 |
| McCarthy Asset Management, Inc. |
2026 Q2 |
8/10/2026 |
| Roubaix Capital, LLC |
2026 Q2 |
8/10/2026 |
| PIAR LLC |
2026 Q2 |
8/10/2026 |
| Cosner Financial Group, LLC |
2026 Q2 |
8/10/2026 |
| Veridan Wealth LLC |
2026 Q2 |
8/10/2026 |
| WOLVERINE ASSET MANAGEMENT LLC |
2026 Q2 |
8/10/2026 |
| Essex Financial Services, Inc. |
2026 Q2 |
8/10/2026 |
| Westerkirk Capital Inc. |
2026 Q2 |
8/10/2026 |
| Magma Venture Partners General Partner Ltd. |
2026 Q2 |
8/10/2026 |
| Timber Creek Capital Management LLC |
2026 Q2 |
8/10/2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2026 Q2 |
8/10/2026 |
| Sound Financial Strategies Group, LLC |
2026 Q2 |
8/10/2026 |
| Amplify Investments, LLC |
2026 Q2 |
8/10/2026 |
| Palmer Knight Co |
2026 Q2 |
8/10/2026 |
| Catalyst Investment Management LLC |
2026 Q2 |
8/10/2026 |
| Empirical Asset Management, LLC |
2026 Q2 |
8/10/2026 |
| Comprehensive Financial Planning, Inc./PA |
2026 Q2 |
8/10/2026 |
| STONE POINT CAPITAL LLC |
2026 Q2 |
8/10/2026 |
| SOFI WEALTH, LLC |
2026 Q2 |
8/10/2026 |
| GREAT LAKES ADVISORS, LLC |
2026 Q2 |
8/10/2026 |
| Fore Capital, LLC |
2026 Q2 |
8/10/2026 |
| Chancellor Financial Group WB LP |
2026 Q2 |
8/10/2026 |
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/10/2026 |
| BALANCED WEALTH GROUP LLC |
2026 Q2 |
8/10/2026 |
| Vitruvian Partners LLP |
2026 Q2 |
8/10/2026 |
| RICHARDSON FINANCIAL SERVICES INC. |
2026 Q2 |
8/10/2026 |
| Annis Gardner Whiting Capital Advisors, LLC |
2026 Q2 |
8/10/2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2026 Q2 |
8/10/2026 |
| LANGLEY WEALTH MANAGEMENT, LLC |
2026 Q2 - RESTATEMENT |
8/10/2026 |
| Balboa Wealth Partners |
2026 Q2 |
8/10/2026 |
| WealthCollab, LLC |
2026 Q2 |
8/10/2026 |
| Patrick Mauro Investment Advisor, INC. |
2026 Q2 |
8/10/2026 |
| FLOSSBACH VON STORCH SE |
2026 Q2 |
8/10/2026 |
| GENERATION INVESTMENT MANAGEMENT LLP |
2026 Q2 |
8/10/2026 |
| Eagle Health Investments LP |
2026 Q2 |
8/10/2026 |
| MONETTA FINANCIAL SERVICES INC |
2026 Q2 |
8/10/2026 |
| Ackerman Asset Management, LLC |
2026 Q2 |
8/10/2026 |
| Rockbridge Asset Management LLC |
2026 Q2 |
8/10/2026 |
| LCNB CORP |
2026 Q2 |
8/10/2026 |
| DURANTE & WATERS, LLC |
2026 Q2 |
8/10/2026 |
| Haven Global Partners, LLC |
2026 Q2 |
8/10/2026 |
| Electrum Group LLC |
2026 Q2 |
8/10/2026 |
| Smith Partners Wealth Management, LLC |
2026 Q2 |
8/10/2026 |
| Dala Group, LLC |
2026 Q2 |
8/10/2026 |
| BRUNI J V & CO /CO |
2026 Q2 |
8/10/2026 |
| Essential Partners LLC |
2026 Q2 |
8/10/2026 |
| CALTON & ASSOCIATES, INC. |
2026 Q2 |
8/10/2026 |
| Sanders Capital, LLC |
2026 Q2 |
8/10/2026 |
| Bank Julius Baer & Co. Ltd, Zurich |
2026 Q2 |
8/10/2026 |
| 49 WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/10/2026 |
| EMORY UNIVERSITY |
2026 Q2 |
8/10/2026 |
| Kelsey Financial, LLC |
2026 Q2 |
8/10/2026 |
| TPG Financial Advisors, LLC |
2026 Q2 |
8/10/2026 |
| Freedom Investment Management, Inc. |
2026 Q2 |
8/10/2026 |
| Brickwood Asset Management LLP |
2026 Q2 |
8/10/2026 |
| REIK & CO., LLC |
2026 Q2 |
8/10/2026 |
| Clutterbuck Capital Management LLC |
2026 Q2 |
8/10/2026 |
| Koss-Olinger Consulting, LLC |
2026 Q2 |
8/10/2026 |
| E6 Portfolios, LLC |
2026 Q2 |
8/10/2026 |
| CENTRAL SECURITIES CORP |
2026 Q2 |
8/10/2026 |
| Stelac Advisory Services LLC |
2026 Q2 |
8/10/2026 |
| PlanVest Financial, Inc |
2026 Q2 |
8/10/2026 |
| AGF MANAGEMENT LTD |
2026 Q2 |
8/10/2026 |
| Arkadios Wealth Advisors |
2026 Q2 |
8/10/2026 |
| WPWealth LLP |
2026 Q2 |
8/10/2026 |
| Triad Wealth Partners, LLC |
2026 Q2 |
8/10/2026 |
| ABSHER WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/10/2026 |
| NISA INVESTMENT ADVISORS, LLC |
2026 Q2 |
8/10/2026 |
| SUMMER ROAD LLC |
2026 Q2 |
8/10/2026 |
| LAKE STREET PRIVATE WEALTH, LLC |
2026 Q2 |
8/10/2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC |
2026 Q2 |
8/10/2026 |