| Envision Financial LLC |
2026 Q3 |
10/15/2026 |
| CORNERSTONE ENTERPRISES, LLC |
2026 Q3 |
10/15/2026 |
| HCR Wealth Advisors |
2026 Q3 |
10/15/2026 |
| VISTA INVESTMENT PARTNERS II, LLC |
2026 Q3 |
10/15/2026 |
| InTrack Investment Management Inc |
2026 Q3 |
10/15/2026 |
| CATHY PARETO & ASSOCIATES, INC |
2026 Q3 |
10/15/2026 |
| 3 FACTOR INDEXING, LLC |
2026 Q3 |
10/15/2026 |
| MISSION WEALTH MANAGEMENT, LP |
2026 Q3 |
10/15/2026 |
| Mann Financial Group, Inc. |
2026 Q3 |
10/15/2026 |
| Citadel Investment Advisory, Inc. |
2026 Q3 |
10/15/2026 |
| Guidance Point Advisors, LLC |
2026 Q3 |
10/15/2026 |
| Avondale Wealth Management |
2026 Q3 |
10/15/2026 |
| AUA CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/15/2026 |
| Stegner Investment Associates Inc. |
2026 Q3 |
10/15/2026 |
| Aureum Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| Flower City Capital |
2026 Q3 |
10/15/2026 |
| MCRAE CAPITAL MANAGEMENT INC |
2026 Q3 |
10/15/2026 |
| Auto-Owners Insurance Co |
2026 Q3 |
10/15/2026 |
| GAINLINE FINANCIAL PARTNERS, LLC |
2026 Q3 |
10/15/2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2026 Q3 |
10/15/2026 |
| MANCHESTER FINANCIAL INC |
2026 Q3 |
10/15/2026 |
| A&I FINANCIAL SERVICES, LLC |
2026 Q3 |
10/15/2026 |
| Rezny Wealth Management, Inc. |
2026 Q3 |
10/15/2026 |
| Lubar & Co., Inc |
2026 Q3 |
10/15/2026 |
| Affiance Financial, LLC |
2026 Q3 |
10/15/2026 |
| ENCOMPASS WEALTH ADVISORS, LLC |
2026 Q3 |
10/15/2026 |
| Blue Trust, Inc. |
2026 Q3 |
10/15/2026 |
| Cherry Tree Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| Gunderson Capital Management LLC |
2026 Q3 |
10/15/2026 |
| Charles Schwab Trust Co |
2026 Q3 |
10/15/2026 |
| LifeSteps Financial, Inc. |
2026 Q3 |
10/15/2026 |
| Ninety One North America, Inc. |
2026 Q3 |
10/15/2026 |
| Formuepleje A/S |
2026 Q3 |
10/15/2026 |
| CHIRON CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/15/2026 |
| Purus Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| WealthPlan Investment Management, LLC |
2026 Q3 |
10/15/2026 |
| Curated Wealth Partners LLC |
2026 Q3 |
10/15/2026 |
| Turtle Creek Wealth Advisors, LLC |
2026 Q3 |
10/15/2026 |
| TRUST CO OF OKLAHOMA |
2026 Q3 |
10/15/2026 |
| WealthPLAN Partners, LLC |
2026 Q3 |
10/15/2026 |
| Elevated Private Wealth, LLC |
2026 Q3 |
10/15/2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
2026 Q3 |
10/15/2026 |
| Ninety One SA (PTY) Ltd |
2026 Q3 |
10/15/2026 |
| Summit Financial Wealth Advisors, LLC |
2026 Q3 |
10/15/2026 |
| PFG Private Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| Ninety One UK Ltd |
2026 Q3 |
10/15/2026 |
| RDA Financial Network |
2026 Q3 |
10/15/2026 |
| State of Alaska, Department of Revenue |
2026 Q3 |
10/15/2026 |
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q3 |
10/15/2026 |
| Hoxton Planning & Management, LLC |
2026 Q3 |
10/15/2026 |
| WOLFF WIESE MAGANA LLC |
2026 Q3 |
10/15/2026 |
| Fulcrum Capital LLC |
2026 Q3 |
10/15/2026 |
| TT Capital Management LLC |
2026 Q3 |
10/15/2026 |
| Financial Harvest, LLC |
2026 Q3 |
10/15/2026 |
| Triasima Portfolio Management inc. |
2026 Q3 |
10/15/2026 |
| Moisand Fitzgerald Tamayo, LLC |
2026 Q3 |
10/15/2026 |
| Retirement Planning Co of New England, Inc. |
2026 Q3 |
10/15/2026 |
| MARYLAND CAPITAL ADVISORS INC. |
2026 Q3 |
10/15/2026 |
| Summit Rock Advisors, LP |
2026 Q3 |
10/15/2026 |
| Brindle & Bay Financial Advisors, LLC |
2026 Q3 |
10/15/2026 |
| Assenagon Asset Management S.A. |
2026 Q3 |
10/15/2026 |
| Reflection Asset Management |
2026 Q2 |
10/15/2026 |
| PROATHLETE WEALTH MANAGEMENT LLC |
2026 Q3 |
10/15/2026 |
| Solidarity Wealth, LLC |
2026 Q3 |
10/15/2026 |
| Stonekeep Investments, LLC |
2026 Q3 |
10/15/2026 |
| Infinity Wealth Counsel, LLC |
2026 Q3 |
10/15/2026 |
| Mystic Asset Management, Inc. |
2026 Q3 |
10/15/2026 |
| Pacific Center for Financial Services |
2026 Q3 |
10/15/2026 |
| Legacy Financial Strategies, LLC |
2026 Q3 |
10/15/2026 |
| FinArc Investments, Inc. |
2025 Q4 |
10/15/2026 |
| NorthLanding Financial Partners, LLC |
2026 Q3 |
10/15/2026 |
| Cedar Mountain Advisors, LLC |
2026 Q3 |
10/15/2026 |
| Great Point Wealth Advisors, LLC |
2026 Q3 |
10/15/2026 |
| HOME FEDERAL BANK OF TENNESSEE |
2026 Q3 |
10/15/2026 |
| Future Financial Wealth Managment LLC |
2026 Q3 |
10/15/2026 |
| CWC Advisors, LLC. |
2026 Q3 |
10/15/2026 |
| Atria Investments, Inc |
2026 Q3 |
10/15/2026 |
| Manitou Investment Management Ltd. |
2026 Q3 |
10/15/2026 |
| Lantz Financial LLC |
2026 Q3 |
10/15/2026 |
| Catterton Management Company, L.L.C. |
2026 Q3 |
10/15/2026 |
| Gleason Group, Inc. |
2026 Q3 |
10/15/2026 |
| Pinnacle Wealth Management Group, Inc. |
2026 Q3 |
10/15/2026 |
| DDFG, Inc |
2026 Q3 |
10/15/2026 |
| Southern Farm Bureau Life Insurance |
2026 Q3 |
10/15/2026 |
| Atwater Malick LLC |
2026 Q3 |
10/15/2026 |
| Aubrey Capital Management Ltd |
2026 Q3 |
10/15/2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND |
2026 Q3 |
10/15/2026 |
| FLAGSTAR SECURITIES, INC |
2026 Q3 |
10/15/2026 |
| Midwest Financial Group LLC |
2026 Q3 |
10/15/2026 |
| McClarren Financial Advisors, Inc. |
2026 Q3 |
10/15/2026 |
| OSLO PENSJONSFORSIKRING AS |
2026 Q3 |
10/15/2026 |
| Greenbush Financial Group, LLC |
2026 Q3 |
10/15/2026 |
| BURNEY CO/ |
2026 Q3 |
10/15/2026 |
| Portman Square Capital LLP |
2026 Q3 |
10/15/2026 |
| BetterWealth, LLC |
2026 Q3 |
10/15/2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2026 Q3 |
10/15/2026 |
| PW Nova Financial Services LLC |
2026 Q3 |
10/15/2026 |
| RIA Advisory Group LLC |
2026 Q3 |
10/15/2026 |
| GHP Investment Advisors, Inc. |
2026 Q3 |
10/15/2026 |
| Pacific Asset Management, LLC |
2026 Q3 |
10/15/2026 |