| Robinswood Financial LLC |
2025 Q4 |
7/14/2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q2 |
7/14/2026 |
| Financial Symmetry Inc |
2026 Q2 |
7/14/2026 |
| Kelly Financial Services LLC |
2026 Q2 |
7/14/2026 |
| Newman Dignan & Sheerar, Inc. |
2026 Q2 |
7/14/2026 |
| National Wealth Management Group, LLC |
2026 Q2 |
7/14/2026 |
| Gibson Wealth Advisors LLC |
2026 Q2 |
7/14/2026 |
| Paradiem, LLC |
2026 Q2 |
7/14/2026 |
| Spectrum Planning & Advisory Services Inc. |
2026 Q2 |
7/14/2026 |
| Nautilus Advisors LLC |
2026 Q2 |
7/14/2026 |
| Snider Financial Group |
2026 Q2 |
7/14/2026 |
| M & L Capital Management Ltd |
2026 Q2 |
7/14/2026 |
| HWG Holdings LP |
2026 Q2 |
7/14/2026 |
| Lakeridge Wealth Management LLC |
2026 Q2 |
7/14/2026 |
| Global X Japan Co., Ltd. |
2026 Q2 |
7/14/2026 |
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q2 |
7/14/2026 |
| marrick wealth, LLC |
2026 Q2 |
7/14/2026 |
| Ervin Investment Management, LLC |
2026 Q2 |
7/14/2026 |
| Bank of New Hampshire |
2026 Q2 |
7/14/2026 |
| ShoreHaven Wealth Partners, LLC |
2026 Q2 |
7/14/2026 |
| Courant Investment Management LLC |
2026 Q2 |
7/14/2026 |
| Talbot Financial, LLC |
2026 Q2 |
7/14/2026 |
| North Capital, Inc. |
2026 Q2 |
7/14/2026 |
| Wiser Wealth Management, Inc |
2026 Q2 |
7/14/2026 |
| JP Wealth Management, Inc. |
2026 Q2 |
7/14/2026 |
| DIXON FNANCIAL SERVICES, INC. |
2026 Q2 |
7/14/2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. |
2026 Q2 |
7/14/2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2026 Q2 |
7/14/2026 |
| Stordahl Capital Management, Inc. |
2026 Q2 |
7/14/2026 |
| Boothe Investment Group, Inc. |
2026 Q2 |
7/14/2026 |
| Roth Financial Partners LLC |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q2 |
7/14/2026 |
| Significant Wealth Partners LLC |
2026 Q2 |
7/14/2026 |
| City State Bank |
2026 Q2 |
7/14/2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2026 Q2 |
7/14/2026 |
| InvesTrust |
2026 Q2 |
7/14/2026 |
| Leibman Financial Services, Inc. |
2026 Q2 |
7/14/2026 |
| LBJ Family Wealth Advisors, Ltd. |
2026 Q2 |
7/14/2026 |
| New Capital Management LP |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2025 Q1 |
7/14/2026 |
| LRI Investments, LLC |
2026 Q2 |
7/14/2026 |
| IVC Wealth Advisors LLC |
2026 Q2 |
7/14/2026 |
| KEB ASSET MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Hudson Capital Management LLC |
2026 Q2 |
7/14/2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2026 Q2 |
7/14/2026 |
| Advisory Resource Group |
2026 Q2 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2024 Q4 |
7/14/2026 |
| Unique Wealth Strategies, LLC |
2024 Q3 |
7/14/2026 |
| HATCH COVE CAPITAL, LLC |
2026 Q2 |
7/14/2026 |
| TOTH FINANCIAL ADVISORY CORP |
2026 Q2 |
7/14/2026 |
| BALDWIN WEALTH PARTNERS LLC/MA |
2026 Q2 |
7/14/2026 |
| CWA Asset Management Group, LLC |
2026 Q2 |
7/14/2026 |
| Cox Capital Mgt LLC |
2026 Q2 |
7/14/2026 |
| Trust Asset Management LLC |
2026 Q2 - NEW HOLDINGS |
7/14/2026 |
| Brewster Financial Planning LLC |
2026 Q2 |
7/14/2026 |
| Sompo Asset Management Co., Ltd. |
2026 Q2 |
7/14/2026 |
| Brown Shipley& Co Ltd |
2026 Q2 |
7/14/2026 |
| Glencore plc |
2026 Q2 |
7/14/2026 |
| Naria Inc. |
2026 Q2 |
7/14/2026 |
| Smith Asset Management Co., LLC |
2026 Q2 |
7/14/2026 |
| Encompass More Asset Management |
2026 Q2 |
7/14/2026 |
| Cambridge Financial Group, LLC |
2026 Q2 |
7/14/2026 |
| Brickley Wealth Management |
2026 Q2 |
7/13/2026 |
| First Nebraska Trust Co |
2017 Q3 |
7/13/2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q2 |
7/13/2026 |
| Rockingstone Advisors LLC |
2026 Q2 |
7/13/2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/13/2026 |
| New Covenant Trust Company, N.A. |
2026 Q2 |
7/13/2026 |
| Kings Path Partners LLC |
2025 Q4 |
7/13/2026 |
| Robinswood Financial LLC |
2023 Q2 |
7/13/2026 |
| Cromwell Holdings LLC |
2026 Q2 |
7/13/2026 |
| Cannae Holdings, Inc. |
2026 Q2 |
7/13/2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC |
2026 Q2 |
7/13/2026 |
| Signature Resources Capital Management, LLC |
2026 Q2 |
7/13/2026 |
| Adams Asset Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Clark & Stuart, Inc |
2026 Q2 |
7/13/2026 |
| DEFINE FINANCIAL, LLC |
2026 Q2 |
7/13/2026 |
| Cadent Capital Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Net Worth Advisory Group |
2026 Q2 |
7/13/2026 |
| Clearview Wealth Management LLC |
2026 Q2 |
7/13/2026 |
| Midway Capital Research & Management |
2026 Q2 |
7/13/2026 |
| Markin Asset Management, LP |
2026 Q2 |
7/13/2026 |
| Jeter Robert S II |
2026 Q2 |
7/13/2026 |
| Emergent Wealth Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Y-Intercept (Hong Kong) Ltd |
2026 Q2 |
7/13/2026 |
| Arnold Financial Planning LLC |
2026 Q2 |
7/13/2026 |
| Wall Street Financial Group, Inc. |
2026 Q2 |
7/13/2026 |
| First Nebraska Trust Co |
2017 Q4 |
7/13/2026 |
| HBE Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| Tailwinds Wealth, LLC |
2026 Q2 |
7/13/2026 |
| Strategic Financial Group, LLC |
2026 Q2 |
7/13/2026 |
| Financial Solutions Advisory Group, Inc. |
2026 Q2 |
7/13/2026 |
| Gilbert Capital Group, Inc. |
2026 Q2 |
7/13/2026 |
| Falcon Wealth Planning |
2026 Q2 |
7/13/2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2026 Q2 |
7/13/2026 |
| Oak Root LLC |
2026 Q2 |
7/13/2026 |
| PATTON FUND MANAGEMENT, INC. |
2026 Q2 |
7/13/2026 |
| V. M. MANNING & CO., INC. |
2026 Q2 |
7/13/2026 |
| Wealth Intelligence, LLC |
2026 Q2 |
7/13/2026 |
| Broadway Wealth Solutions, Inc. |
2026 Q2 |
7/13/2026 |