| Whitegate Investment Counselors, Inc. |
2026 Q2 |
8/10/2026 |
| Varenne Capital Partners |
2026 Q2 |
8/10/2026 |
| tru Independence LLC |
2026 Q2 |
8/10/2026 |
| 1776 Wealth LLC |
2026 Q2 |
8/10/2026 |
| REGIONS FINANCIAL CORP |
2026 Q2 |
8/10/2026 |
| Marin Bay Wealth Advisors, LLC |
2026 Q2 - RESTATEMENT |
8/10/2026 |
| Disciplina Capital Management LLC |
2026 Q2 |
8/10/2026 |
| MRP Capital Investments, LLC |
2026 Q2 |
8/10/2026 |
| Precision Wealth Strategies, LLC |
2026 Q2 |
8/10/2026 |
| Metis Global Partners, LLC |
2026 Q2 |
8/10/2026 |
| Arax Advisory Partners |
2026 Q2 |
8/10/2026 |
| Kedalion Capital Management LLP |
2026 Q2 |
8/10/2026 |
| Gemsstock Ltd. |
2026 Q2 |
8/10/2026 |
| General Pension Society PZU Joint Stock Co |
2026 Q2 - RESTATEMENT |
8/10/2026 |
| Ellevest, Inc. |
2026 Q2 |
8/10/2026 |
| Skandinaviska Enskilda Banken AB (publ) |
2026 Q2 |
8/10/2026 |
| Fiduciary Group, LLC |
2026 Q2 |
8/10/2026 |
| PHILADELPHIA TRUST CO |
2026 Q2 |
8/10/2026 |
| Telemark Asset Management, LLC |
2026 Q2 |
8/10/2026 |
| DUTCH ASSET Corp |
2026 Q2 |
8/10/2026 |
| Vulcan Value Partners, LLC |
2026 Q2 |
8/10/2026 |
| Wagner Wealth Management, Corp |
2026 Q2 |
8/10/2026 |
| General Pension Society PZU Joint Stock Co |
2026 Q2 |
8/10/2026 |
| Drake & Associates, LLC |
2026 Q2 |
8/10/2026 |
| ARMOR ADVISORS, L.L.C. |
2026 Q2 |
8/10/2026 |
| BI Asset Management Fondsmaeglerselskab A/S |
2026 Q2 |
8/10/2026 |
| MIDDLETON & CO INC/MA |
2026 Q2 |
8/10/2026 |
| Hoya Capital Real Estate, LLC |
2026 Q2 |
8/10/2026 |
| Bastion Asset Management Inc. |
2026 Q2 |
8/10/2026 |
| Monolith Management Ltd |
2026 Q2 |
8/10/2026 |
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2026 Q2 |
8/10/2026 |
| LBMC INVESTMENT ADVISORS, LLC |
2026 Q2 |
8/10/2026 |
| Cassaday & Co Wealth Management LLC |
2026 Q2 |
8/10/2026 |
| AXS Investments LLC |
2026 Q2 |
8/10/2026 |
| LGT Fund Management Co Ltd. |
2026 Q2 |
8/10/2026 |
| Passive Capital Management, LLC. |
2026 Q2 |
8/10/2026 |
| LGT Group Foundation |
2026 Q2 |
8/10/2026 |
| GoodHaven Capital Management, LLC |
2026 Q2 |
8/10/2026 |
| CloudAlpha Capital Management Limited/Hong Kong |
2026 Q2 |
8/10/2026 |
| JMN Financial LLC |
2026 Q2 |
8/10/2026 |
| Kazazian Asset Management, LLC |
2026 Q2 |
8/10/2026 |
| Tredje AP-fonden |
2026 Q2 |
8/10/2026 |
| Semus Wealth Partners LLC |
2026 Q2 |
8/10/2026 |
| SENTINEL WEALTH MANAGEMENT, INC. |
2026 Q2 |
8/10/2026 |
| Crake Asset Management LLP |
2026 Q2 |
8/10/2026 |
| HORAN Wealth, LLC |
2026 Q2 |
8/10/2026 |
| KTF INVESTMENTS, LLC |
2026 Q2 |
8/10/2026 |
| Ironvine Capital Partners, LLC |
2026 Q2 |
8/10/2026 |
| Munro Partners |
2026 Q2 |
8/10/2026 |
| Lightrock Netherlands B.V. |
2026 Q2 |
8/10/2026 |
| Measured Wealth Private Client Group, LLC |
2026 Q2 |
8/10/2026 |
| ALLIANZ SE |
2026 Q2 |
8/10/2026 |
| BLI - Banque de Luxembourg Investments |
2026 Q2 |
8/10/2026 |
| Arbiter Partners Capital Management LLC |
2026 Q2 |
8/10/2026 |
| TSG Consumer Partners LP |
2026 Q2 |
8/10/2026 |
| Boundless Plain Holdings Ltd |
2026 Q2 |
8/10/2026 |
| Central Asset Investments & Management Holdings (HK) Ltd |
2026 Q2 |
8/10/2026 |
| JUPITER ASSET MANAGEMENT LTD |
2026 Q2 |
8/10/2026 |
| Catalyst Funds Management Pty Ltd |
2026 Q2 |
8/10/2026 |
| Mount Lucas Management LP |
2026 Q2 |
8/10/2026 |
| DANSKE BANK A/S |
2026 Q2 |
8/10/2026 |
| Danica Pension, Livsforsikringsaktieselskab |
2026 Q2 |
8/10/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2024 Q4 |
8/10/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q1 |
8/10/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q2 |
8/10/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q3 |
8/10/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q4 |
8/10/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q1 |
8/10/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q2 |
8/10/2026 |
| Act Two Investors LLC |
2026 Q2 |
8/10/2026 |
| Prime Capital Management Co Ltd |
2026 Q2 |
8/10/2026 |
| Brightwater Advisory LLC |
2026 Q2 |
8/7/2026 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2026 Q2 |
8/7/2026 |
| Pacific Wealth Management |
2026 Q2 |
8/7/2026 |
| TRV GP VI, LLC |
2026 Q2 |
8/7/2026 |
| TRV GP IV, LLC |
2026 Q2 |
8/7/2026 |
| TRV GP V, LLC |
2026 Q2 |
8/7/2026 |
| Bonfire Financial |
2026 Q2 |
8/7/2026 |
| GABLES CAPITAL MANAGEMENT INC. |
2026 Q2 |
8/7/2026 |
| Diversify Advisory Services, LLC |
2026 Q2 |
8/7/2026 |
| LINCOLN NATIONAL CORP |
2026 Q2 |
8/7/2026 |
| Artemis Wealth Advisors, LLC |
2026 Q2 |
8/7/2026 |
| BOK Financial Private Wealth, Inc. |
2026 Q2 |
8/7/2026 |
| Altiora Financial Group, LLC |
2026 Q2 |
8/7/2026 |
| ROBOTTI ROBERT |
2026 Q2 |
8/7/2026 |
| Immaculate Wealth Management LLC |
2026 Q2 |
8/7/2026 |
| STEVENS CAPITAL PARTNERS |
2026 Q2 |
8/7/2026 |
| PACIFIC SUN FINANCIAL CORP |
2026 Q2 |
8/7/2026 |
| Vista Cima Wealth Management LLC |
2026 Q2 |
8/7/2026 |
| MAR VISTA INVESTMENT PARTNERS LLC |
2026 Q2 |
8/7/2026 |
| Compass Wealth Management LLC |
2026 Q2 |
8/7/2026 |
| AlpInvest Partners B.V. |
2026 Q2 |
8/7/2026 |
| Meeder Advisory Services, Inc. |
2026 Q2 |
8/7/2026 |
| Gould Capital, LLC |
2026 Q2 |
8/7/2026 |
| JLB & ASSOCIATES INC |
2026 Q2 |
8/7/2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC |
2026 Q2 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q1 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q2 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q3 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q4 |
8/7/2026 |