| REBALANCE, LLC |
2026 Q1 |
5/11/2026 |
| CFO4Life Group, LLC |
2026 Q1 |
5/11/2026 |
| NS Partners Ltd |
2026 Q1 |
5/11/2026 |
| Elequin Capital, LP |
2026 Q1 |
5/11/2026 |
| Caitong International Asset Management Co., Ltd |
2026 Q1 |
5/11/2026 |
| New Age Alpha Advisors, LLC |
2026 Q1 |
5/11/2026 |
| Pinnacle Wealth Planning Services, Inc. |
2026 Q1 |
5/11/2026 |
| Lionshead Wealth Management, LLC |
2026 Q1 |
5/11/2026 |
| PCA Investment Advisory Services Inc. |
2026 Q1 |
5/11/2026 |
| Drexel Morgan & Co. |
2026 Q1 |
5/11/2026 |
| BISLETT MANAGEMENT, LLC |
2026 Q1 |
5/11/2026 |
| Montis Financial, LLC |
2026 Q1 |
5/11/2026 |
| Shepherd Financial Partners LLC |
2026 Q1 |
5/11/2026 |
| CHILTON CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/11/2026 |
| Valpey Financial Services, LLC |
2026 Q1 |
5/11/2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2026 Q1 |
5/11/2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2026 Q1 |
5/11/2026 |
| Global Alpha Capital Management Ltd. |
2026 Q1 |
5/11/2026 |
| MITCHELL CAPITAL MANAGEMENT CO |
2026 Q1 |
5/11/2026 |
| Destiny Wealth Partners, LLC |
2026 Q1 |
5/11/2026 |
| Claret Asset Management Corp |
2026 Q1 |
5/11/2026 |
| LSV ASSET MANAGEMENT |
2026 Q1 |
5/11/2026 |
| ICW Investment Advisors LLC |
2026 Q1 |
5/11/2026 |
| Parametrica Management Ltd |
2026 Q1 |
5/11/2026 |
| Ellevest, Inc. |
2026 Q1 |
5/11/2026 |
| Emerald Investment Advisers, LLC |
2026 Q1 |
5/11/2026 |
| F/m Investments LLC |
2026 Q1 |
5/11/2026 |
| Boston Partners |
2026 Q1 |
5/11/2026 |
| Richmond Brothers, Inc. |
2026 Q1 |
5/11/2026 |
| PIER 88 INVESTMENT PARTNERS LLC |
2026 Q1 |
5/11/2026 |
| FIRST NATIONAL BANK OF OMAHA |
2026 Q1 |
5/11/2026 |
| Charles Schwab Trust Bank |
2026 Q1 |
5/11/2026 |
| MUFG Securities EMEA plc |
2026 Q1 |
5/11/2026 |
| ICICI Prudential Asset Management Co Ltd |
2026 Q1 |
5/11/2026 |
| WHITE PINE CAPITAL LLC |
2026 Q1 |
5/11/2026 |
| HALL CAPITAL MANAGEMENT CO INC |
2026 Q1 |
5/11/2026 |
| Northwest Quadrant Wealth Management, LLC |
2026 Q1 |
5/11/2026 |
| Newport Capital Group, LLC |
2026 Q1 |
5/11/2026 |
| LYRICAL ASSET MANAGEMENT LP |
2026 Q1 |
5/11/2026 |
| American Money Management, LLC |
2026 Q1 |
5/11/2026 |
| Convergence Financial, LLC |
2026 Q1 |
5/11/2026 |
| Four Tree Island Advisory LLC |
2026 Q1 |
5/11/2026 |
| Savvy Advisors, Inc. |
2026 Q1 |
5/11/2026 |
| Troy Asset Management Ltd |
2026 Q1 |
5/11/2026 |
| First Affirmative Financial Network |
2026 Q1 - RESTATEMENT |
5/11/2026 |
| Reliant Investment Partners, LLC |
2026 Q1 |
5/11/2026 |
| Loudon Investment Management, LLC |
2026 Q1 |
5/11/2026 |
| Guardian Capital, LLC |
2026 Q1 |
5/11/2026 |
| ADAPT WEALTH ADVISORS, LLC |
2026 Q1 |
5/11/2026 |
| RIHO Partners, LLC |
2025 Q4 |
5/11/2026 |
| Fiduciary Group, LLC |
2026 Q1 |
5/11/2026 |
| Semanteon Capital Management, LP |
2026 Q1 |
5/11/2026 |
| OBSIDIAN CIO, LLC |
2026 Q1 |
5/11/2026 |
| Gulf International Bank (UK) Ltd |
2026 Q1 |
5/11/2026 |
| William Marsh Rice University |
2026 Q1 |
5/11/2026 |
| DAYMARK WEALTH PARTNERS, LLC |
2026 Q1 |
5/11/2026 |
| Income Insurance Ltd |
2026 Q1 |
5/11/2026 |
| Rinkey Investments |
2026 Q1 |
5/11/2026 |
| GFS Advisors, LLC |
2026 Q1 - NEW HOLDINGS |
5/11/2026 |
| Crossmark Global Holdings, Inc. |
2026 Q1 |
5/11/2026 |
| Ponta Wealth Partners, LLC |
2026 Q1 |
5/11/2026 |
| Palacios Wealth Management, LLC |
2026 Q1 |
5/11/2026 |
| LONGVIEW ASSET MANAGEMENT, LLC |
2026 Q1 |
5/11/2026 |
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2026 Q1 |
5/11/2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
2026 Q1 |
5/11/2026 |
| McGowan Group Asset Management, Inc. |
2026 Q1 |
5/11/2026 |
| Cornerstone Planning, LLC |
2026 Q1 |
5/11/2026 |
| Ranmore Fund Management Ltd |
2026 Q1 |
5/11/2026 |
| FEDERATED HERMES, INC. |
2026 Q1 |
5/11/2026 |
| Exit Wealth Advisors, LLC. |
2026 Q1 |
5/11/2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
2026 Q1 |
5/11/2026 |
| Fideuram Asset Management (Ireland) dac |
2026 Q1 |
5/11/2026 |
| GenWealth Group, Inc. |
2026 Q1 |
5/11/2026 |
| Ashton Thomas Private Wealth, LLC |
2026 Q1 |
5/11/2026 |
| Manchester Capital Management LLC |
2026 Q1 |
5/11/2026 |
| L & S Advisors Inc |
2026 Q1 |
5/11/2026 |
| Sargent Investment Group, LLC |
2026 Q1 |
5/11/2026 |
| RESOLUTE WEALTH ADVISOR, INC. |
2026 Q1 |
5/11/2026 |
| TD Capital Management LLC |
2026 Q1 |
5/11/2026 |
| Atle Fund Management AB |
2026 Q1 |
5/11/2026 |
| PRUDENT INVESTORS NETWORK, INC. |
2026 Q1 |
5/11/2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2026 Q1 |
5/11/2026 |
| CONDOR CAPITAL MANAGEMENT |
2026 Q1 |
5/11/2026 |
| Plotkin Financial Advisors, LLC |
2026 Q1 |
5/11/2026 |
| Elite Life Management LLC |
2026 Q1 |
5/11/2026 |
| LCNB CORP |
2026 Q1 |
5/11/2026 |
| BETO FINANCIAL GROUP, LLC |
2026 Q1 |
5/11/2026 |
| ARROW FINANCIAL CORP |
2026 Q1 |
5/11/2026 |
| Monaco Asset Management SAM |
2026 Q1 |
5/11/2026 |
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2026 Q1 |
5/11/2026 |
| SYCOMORE ASSET MANAGEMENT |
2026 Q1 |
5/11/2026 |
| NOMURA ASSET MANAGEMENT CO LTD |
2026 Q1 |
5/11/2026 |
| CITIGROUP INC |
2026 Q1 |
5/11/2026 |
| 2Xideas AG |
2026 Q1 |
5/11/2026 |
| WESTCO ADVISORY SERVICES INC /ADV |
2026 Q1 |
5/11/2026 |
| HBK Sorce Advisory LLC |
2026 Q1 |
5/11/2026 |
| KALEIDOSCOPE CAPITAL LP |
2026 Q1 |
5/11/2026 |
| Sava Infond d.o.o. |
2026 Q1 |
5/11/2026 |
| Stillwater Wealth Management Group |
2026 Q1 |
5/11/2026 |
| MUFG SECURITIES (CANADA), LTD. |
2026 Q1 |
5/11/2026 |