| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2026 Q1 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2026 Q2 |
8/7/2026 |
| MEEDER ASSET MANAGEMENT INC |
2026 Q2 |
8/7/2026 |
| Harborfront Financial Group LLC |
2026 Q2 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2022 Q4 |
8/7/2026 |
| TIEMANN INVESTMENT ADVISORS, LLC |
2026 Q2 |
8/7/2026 |
| Graney & King, LLC |
2026 Q2 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q1 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q2 |
8/7/2026 |
| RENAISSANCERE HOLDINGS LTD |
2026 Q2 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q3 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q4 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q1 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q2 |
8/7/2026 |
| Carlyle Group Inc. |
2026 Q2 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q3 |
8/7/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q4 |
8/7/2026 |
| BURKE & HERBERT BANK & TRUST CO |
2026 Q2 |
8/7/2026 |
| Oxbow Advisors, LLC |
2026 Q2 |
8/7/2026 |
| Westend Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| Tweedy, Browne Co LLC |
2026 Q2 |
8/7/2026 |
| STEEL PARTNERS HOLDINGS L.P. |
2026 Q2 |
8/7/2026 |
| JW Asset Management, LLC |
2026 Q2 |
8/7/2026 |
| Summit Creek Advisors LLC |
2026 Q2 |
8/7/2026 |
| Lexington Partners L.P. |
2026 Q2 |
8/7/2026 |
| Boulder Wealth Advisors, LLC |
2026 Q2 |
8/7/2026 |
| Keenan, LLC |
2026 Q2 |
8/7/2026 |
| Global Strategic Investment Solutions, LLC |
2026 Q2 |
8/7/2026 |
| Wealthfront Advisers LLC |
2026 Q2 |
8/7/2026 |
| Investmark Advisory Group LLC |
2026 Q2 |
8/7/2026 |
| Strategic Wealth Advisors LLC |
2026 Q2 |
8/7/2026 |
| FOSTER & MOTLEY INC |
2026 Q2 |
8/7/2026 |
| Chandler Asset Management, Inc. |
2026 Q2 |
8/7/2026 |
| Black Cypress Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| Adaptive Financial Consulting, LLC |
2026 Q2 |
8/7/2026 |
| Creekmur Asset Management LLC |
2026 Q2 |
8/7/2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2026 Q2 |
8/7/2026 |
| NVP Associates, LLC |
2026 Q2 |
8/7/2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust |
2026 Q2 |
8/7/2026 |
| Alamar Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| FIRST NATIONAL BANK OF OMAHA |
2026 Q2 |
8/7/2026 |
| Greylock XIV GP LLC |
2026 Q2 |
8/7/2026 |
| Walmart Inc. |
2026 Q2 |
8/7/2026 |
| Four Tree Island Advisory LLC |
2026 Q2 |
8/7/2026 |
| TRAVELERS COMPANIES, INC. |
2026 Q2 |
8/7/2026 |
| Forge Financial Services LLC |
2026 Q2 |
8/7/2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2026 Q2 |
8/7/2026 |
| Uber Technologies, Inc |
2026 Q2 |
8/7/2026 |
| Rayburn West Financial Services LLC |
2026 Q2 |
8/7/2026 |
| Main Street Financial Solutions, LLC |
2026 Q2 |
8/7/2026 |
| CYPRESS ASSET MANAGEMENT INC/TX |
2026 Q1 |
8/7/2026 |
| CYPRESS ASSET MANAGEMENT INC/TX |
2026 Q2 |
8/7/2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD |
2026 Q2 |
8/7/2026 |
| Charles Schwab Trust Bank |
2026 Q2 |
8/7/2026 |
| Texas Capital Bank Wealth Management Services Inc |
2026 Q2 |
8/7/2026 |
| Merck & Co., Inc. |
2026 Q2 |
8/7/2026 |
| CITIZENS FINANCIAL GROUP INC/RI |
2026 Q2 |
8/7/2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust |
2026 Q1 |
8/7/2026 |
| PZENA INVESTMENT MANAGEMENT LLC |
2026 Q2 |
8/7/2026 |
| Technology Crossover Management VIII, Ltd. |
2026 Q2 |
8/7/2026 |
| Technology Crossover Management IX, Ltd. |
2026 Q2 |
8/7/2026 |
| Technology Crossover Management X, Ltd. |
2026 Q2 |
8/7/2026 |
| Technology Crossover Management XI, Ltd. |
2026 Q2 |
8/7/2026 |
| K2 PRINCIPAL FUND, L.P. |
2026 Q2 |
8/7/2026 |
| Energy Income Partners, LLC |
2026 Q2 |
8/7/2026 |
| Aljian Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| RHS Financial, LLC |
2026 Q2 |
8/7/2026 |
| AMARA FINANCIAL, LLC. |
2026 Q2 |
8/7/2026 |
| M. Kulyk & Associates, LLC |
2026 Q2 |
8/7/2026 |
| EQUITY INVESTMENT CORP |
2026 Q2 |
8/7/2026 |
| Fidelity National Financial, Inc. |
2026 Q2 |
8/7/2026 |
| Park State Asset Management |
2026 Q2 |
8/7/2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
2026 Q2 |
8/7/2026 |
| ELEMENT POINTE ADVISORS, LLC |
2026 Q2 |
8/7/2026 |
| Capital Today Evergreen Fund, L.P. |
2026 Q2 |
8/7/2026 |
| M.D. Sass, LLC |
2026 Q2 |
8/7/2026 |
| CROSSPOINT FINANCIAL, LLC |
2026 Q2 |
8/7/2026 |
| REGENERON PHARMACEUTICALS, INC. |
2026 Q2 |
8/7/2026 |
| GRANDFIELD & DODD, LLC |
2026 Q2 |
8/7/2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2026 Q2 |
8/7/2026 |
| CONWAY CAPITAL MANAGEMENT, INC. |
2026 Q2 |
8/7/2026 |
| K.J. Harrison & Partners Inc |
2026 Q2 |
8/7/2026 |
| UNIVEST FINANCIAL Corp |
2026 Q2 |
8/7/2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust |
2025 Q4 |
8/7/2026 |
| NUANCE INVESTMENTS, LLC |
2026 Q2 |
8/7/2026 |
| Buckland Partners Management Co LLC |
2026 Q2 |
8/7/2026 |
| Pavion Blue Capital, LLC |
2026 Q2 |
8/7/2026 |
| Banco BTG Pactual S.A. |
2026 Q2 |
8/7/2026 |
| Aegis Wealth Management LLC |
2026 Q2 |
8/7/2026 |
| Tortoise Investment Management, LLC |
2026 Q2 |
8/7/2026 |
| Cornerstone Advisors, LLC |
2026 Q2 |
8/7/2026 |
| IMG Wealth Management, Inc. |
2026 Q2 |
8/7/2026 |
| Quent Capital, LLC |
2026 Q2 |
8/7/2026 |
| Argyle Capital Partners, LLC |
2026 Q2 |
8/7/2026 |
| Auxano Advisors, LLC |
2026 Q2 |
8/7/2026 |
| NINE MASTS CAPITAL Ltd |
2026 Q2 |
8/7/2026 |
| WT Asset Management Ltd |
2026 Q2 |
8/7/2026 |
| WGI DM, LLC |
2026 Q2 |
8/7/2026 |
| MidFirst Bank |
2026 Q2 |
8/7/2026 |
| OARSMAN CAPITAL, INC. |
2026 Q2 |
8/7/2026 |