| B & T Capital Management DBA Alpha Capital Management |
2026 Q2 |
8/7/2026 |
| OAKTOP CAPITAL MANAGEMENT II, L.P. |
2026 Q2 |
8/7/2026 |
| FOCUSED ALPHA, LLC |
2026 Q2 |
8/7/2026 |
| Salomon & Ludwin, LLC |
2026 Q2 |
8/7/2026 |
| AR ASSET MANAGEMENT INC |
2026 Q2 |
8/7/2026 |
| Stilwell Value LLC |
2026 Q2 |
8/7/2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
2026 Q2 |
8/7/2026 |
| PINNEY & SCOFIELD, INC. |
2026 Q2 |
8/7/2026 |
| MML INVESTORS SERVICES, LLC |
2026 Q2 |
8/7/2026 |
| Westwood Global Investments, LLC |
2026 Q2 |
8/7/2026 |
| FIDUCIENT ADVISORS LLC |
2026 Q2 |
8/7/2026 |
| Mawer Investment Management Ltd. |
2026 Q2 |
8/7/2026 |
| MQS Management LLC |
2026 Q2 |
8/7/2026 |
| Topel & Distasi Wealth Management, LLC |
2026 Q2 |
8/7/2026 |
| KRM WEALTH MANAGEMENT L.L.C. |
2026 Q2 |
8/7/2026 |
| NWM ADVISORS, LLC |
2026 Q2 |
8/7/2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2026 Q2 |
8/7/2026 |
| Marble Harbor Investment Counsel, LLC |
2026 Q2 |
8/7/2026 |
| SITTNER & NELSON, LLC |
2026 Q2 |
8/7/2026 |
| Unifi Asset Management LP |
2026 Q1 |
8/7/2026 |
| VILLERE ST DENIS J & CO LLC |
2026 Q2 |
8/7/2026 |
| Unifi Asset Management LP |
2026 Q2 |
8/7/2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/7/2026 |
| VICTORY CAPITAL MANAGEMENT INC |
2026 Q2 |
8/7/2026 |
| Fiera Capital Corp |
2026 Q2 |
8/7/2026 |
| SIERRA OCEAN, LLC |
2026 Q2 |
8/7/2026 |
| Western Pacific Wealth Management, LP |
2026 Q2 |
8/7/2026 |
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2026 Q2 |
8/7/2026 |
| Lloyd Advisory Services, LLC. |
2026 Q2 |
8/7/2026 |
| CURIO WEALTH, LLC |
2026 Q2 |
8/7/2026 |
| Unifi Asset Management LP |
2025 Q4 |
8/7/2026 |
| Employees' Retirement Fund of the City of Fort Worth |
2026 Q2 |
8/7/2026 |
| Variant Private Wealth, LLC |
2026 Q2 |
8/7/2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
2026 Q2 |
8/7/2026 |
| RWA WEALTH PARTNERS, LLC |
2026 Q2 |
8/7/2026 |
| Templeton & Phillips Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| KG Capital Management |
2026 Q2 |
8/7/2026 |
| Twelve Points Wealth Management LLC |
2026 Q2 |
8/7/2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC |
2026 Q2 |
8/7/2026 |
| Fund Evaluation Group, LLC |
2026 Q2 |
8/7/2026 |
| Rheos Capital Works Inc. |
2026 Q2 |
8/7/2026 |
| BRIDGES INVESTMENT MANAGEMENT INC |
2026 Q2 |
8/7/2026 |
| Sigma Planning Corp |
2026 Q2 |
8/7/2026 |
| STAR Financial Bank |
2026 Q2 |
8/7/2026 |
| Crestmont Private Wealth LLC |
2026 Q2 |
8/7/2026 |
| SG Americas Securities, LLC |
2026 Q2 |
8/7/2026 |
| Millington Financial Advisors, LLC |
2026 Q2 |
8/7/2026 |
| AMERICAN EXPRESS CO |
2026 Q2 |
8/7/2026 |
| HFR Wealth Management, LLC |
2026 Q2 |
8/7/2026 |
| Kassira Wealth Management LLC |
2026 Q2 |
8/7/2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2026 Q2 |
8/7/2026 |
| BETO FINANCIAL GROUP, LLC |
2026 Q2 |
8/7/2026 |
| Vantus Wealth LLC |
2026 Q2 |
8/7/2026 |
| Tranquilli Financial Advisor LLC |
2026 Q2 |
8/7/2026 |
| EMERGENCE GP PARTNERS, LLC |
2026 Q2 |
8/7/2026 |
| Triune Financial Partners, LLC |
2026 Q2 |
8/7/2026 |
| Alpine Bank Wealth Management |
2026 Q2 |
8/7/2026 |
| Timmons Wealth Management, LLC |
2026 Q2 |
8/7/2026 |
| Garner Asset Management Corp |
2026 Q2 |
8/7/2026 |
| Kingdom Financial Group LLC. |
2026 Q2 |
8/7/2026 |
| FORTRESS PRIVATE LEDGER, LLC |
2026 Q2 |
8/7/2026 |
| JENSEN INVESTMENT MANAGEMENT INC |
2026 Q2 |
8/7/2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2026 Q2 |
8/7/2026 |
| Palisades Hudson Asset Management, L.P. |
2026 Q2 |
8/7/2026 |
| Cornerstone Investment Partners, LLC |
2026 Q2 |
8/7/2026 |
| Gerber Kawasaki Wealth & Investment Management |
2026 Q2 |
8/7/2026 |
| CANERECTOR INC |
2026 Q2 |
8/7/2026 |
| Fairscale Capital, LLC |
2026 Q2 |
8/7/2026 |
| Mosaic Advisors LLC |
2026 Q2 |
8/7/2026 |
| Evelyn Partners Group Ltd |
2026 Q2 |
8/7/2026 |
| Royal Palms Capital LLC |
2026 Q2 |
8/7/2026 |
| Pavaki Capital Management LLC |
2025 Q4 - RESTATEMENT |
8/7/2026 |
| Pandowealth. LLC |
2026 Q2 |
8/7/2026 |
| Pavaki Capital Management LLC |
2026 Q2 |
8/7/2026 |
| Pandowealth. LLC |
2025 Q4 |
8/7/2026 |
| MARVIN & PALMER ASSOCIATES INC |
2026 Q2 |
8/7/2026 |
| Pandowealth. LLC |
2026 Q1 |
8/7/2026 |
| LPL Financial LLC |
2026 Q2 |
8/7/2026 |
| Pallas Capital Advisors LLC |
2026 Q2 |
8/7/2026 |
| Objectivity Squared, LLC |
2026 Q2 |
8/7/2026 |
| Dunhill Financial, LLC |
2026 Q2 |
8/7/2026 |
| SUCCESSION FINANCIAL, INC. |
2026 Q2 |
8/7/2026 |
| Occidental Asset Management, LLC |
2026 Q2 |
8/7/2026 |
| BlackRock, Inc. |
2026 Q2 |
8/7/2026 |
| Pavaki Capital Management LLC |
2026 Q1 |
8/7/2026 |
| Perigon Wealth Management, LLC |
2026 Q2 |
8/7/2026 |
| DEUTSCHE BANK AG\ |
2026 Q2 |
8/7/2026 |
| Orange County Employees Retirement System |
2026 Q2 |
8/7/2026 |
| Performance Wealth Partners, LLC |
2026 Q2 |
8/7/2026 |
| PARAGON FINANCIAL PARTNERS, INC. |
2026 Q2 |
8/7/2026 |
| Panoramic Capital Partners, LLC |
2026 Q2 |
8/7/2026 |
| PURSUE WEALTH PARTNERS LLC |
2026 Q2 |
8/7/2026 |
| Palatine Hill Wealth Management, LLC |
2026 Q2 |
8/7/2026 |
| Pavaki Capital Management LLC |
2025 Q4 |
8/7/2026 |
| Oak Barrel Wealth Advisory LLC |
2026 Q2 |
8/7/2026 |
| John Boyer, Inc. |
2026 Q2 |
8/7/2026 |
| Covestor Ltd |
2026 Q2 |
8/7/2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
2026 Q2 |
8/7/2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2026 Q2 |
8/7/2026 |
| John Boyer, Inc. |
2025 Q3 |
8/7/2026 |