| United Financial Planning Group LLC |
2026 Q1 |
5/8/2026 |
| CSP Financial Group, LLC |
2026 Q1 |
5/8/2026 |
| Dash Acquisitions Inc. |
2026 Q1 |
5/8/2026 |
| Tower Wealth Partners, Inc. |
2026 Q1 |
5/8/2026 |
| GUIDANCE CAPITAL, INC |
2026 Q1 |
5/8/2026 |
| McAdam, LLC |
2026 Q1 |
5/8/2026 |
| TMB Capital Partners, LLC |
2026 Q1 |
5/8/2026 |
| Elevation Advisory Partners LLC |
2026 Q1 |
5/8/2026 |
| Allegiance Financial Group Advisory Services LLC |
2026 Q1 |
5/8/2026 |
| Emissary Wealth LLC |
2026 Q1 |
5/8/2026 |
| New England Private Wealth Advisors LLC |
2026 Q1 |
5/8/2026 |
| PERSPECTIVE WEALTH ADVISORS LLC |
2026 Q1 |
5/8/2026 |
| Financial Strategies Group, Inc. |
2026 Q1 |
5/8/2026 |
| Miller Investment Management, LP |
2026 Q1 |
5/8/2026 |
| Power Alpha Investment Ltd |
2026 Q1 |
5/8/2026 |
| Junk Investment Group, LLC |
2026 Q1 |
5/8/2026 |
| Evergreen Wealth Partners LLC |
2026 Q1 |
5/8/2026 |
| Penn Mutual Asset Management |
2026 Q1 |
5/8/2026 |
| Goldenstone Wealth Management LLC |
2026 Q1 |
5/8/2026 |
| Millington Financial Advisors, LLC |
2026 Q1 |
5/8/2026 |
| North Horizon Holdings Inc. |
2026 Q1 |
5/8/2026 |
| Roundview Capital LLC |
2026 Q1 |
5/8/2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC |
2026 Q1 |
5/8/2026 |
| Opus Financial Solutions LLC |
2026 Q1 |
5/8/2026 |
| Villanova Investment Management Co LLC |
2026 Q1 |
5/8/2026 |
| Clarion Wealth Managment Partners, LLC |
2026 Q1 |
5/8/2026 |
| Virtus Wealth Solutions LLC |
2026 Q1 |
5/8/2026 |
| NorthStar Asset Management LLC /NJ/ |
2026 Q1 |
5/8/2026 |
| Bristlecone Value Partners, LLC |
2026 Q1 |
5/8/2026 |
| Strategic Financial Services, Inc. |
2026 Q1 |
5/8/2026 |
| Crestmont Private Wealth LLC |
2026 Q1 |
5/8/2026 |
| Capco Asset Management, LLC |
2026 Q1 |
5/8/2026 |
| Melia Wealth LLC |
2026 Q1 |
5/8/2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC |
2026 Q1 |
5/8/2026 |
| Belfer Management LLC |
2026 Q1 |
5/8/2026 |
| JBF Capital, Inc. |
2026 Q1 |
5/8/2026 |
| AMERICAN EXPRESS CO |
2026 Q1 |
5/8/2026 |
| Christian Investment Advisors, Inc. |
2026 Q1 |
5/8/2026 |
| DAVIDSON INVESTMENT ADVISORS |
2026 Q1 - RESTATEMENT |
5/8/2026 |
| Endowment Wealth Management, Inc. |
2026 Q1 |
5/8/2026 |
| Weinberger Asset Management, Inc |
2026 Q1 |
5/8/2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2026 Q1 |
5/8/2026 |
| Indie Asset Partners, LLC |
2026 Q1 |
5/8/2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2026 Q1 |
5/8/2026 |
| Freedom Together Foundation |
2026 Q1 |
5/8/2026 |
| BP PLC |
2026 Q1 |
5/8/2026 |
| Delta Accumulation, LLC |
2026 Q1 |
5/8/2026 |
| Buck Wealth Strategies, LLC |
2026 Q1 |
5/8/2026 |
| BURKE & HERBERT BANK & TRUST CO |
2026 Q1 |
5/8/2026 |
| Align Financial, LLC |
2026 Q1 |
5/8/2026 |
| Darden Wealth Group Inc |
2026 Q1 |
5/8/2026 |
| NewSquare Capital LLC |
2026 Q1 |
5/8/2026 |
| CYBER HORNET ETFs LLC |
2026 Q1 |
5/8/2026 |
| Vann Equity Management LLC |
2026 Q1 |
5/8/2026 |
| SOMERVILLE KURT F |
2026 Q1 |
5/8/2026 |
| Prime Capital Investment Advisors, LLC |
2026 Q1 |
5/8/2026 |
| Private Advisory Group LLC |
2026 Q1 |
5/8/2026 |
| Emeth Value Capital, LLC |
2026 Q1 |
5/8/2026 |
| Red Wave Investments LLC |
2026 Q1 |
5/8/2026 |
| SG Capital Management LLC |
2026 Q1 |
5/8/2026 |
| Prudent Man Advisors, LLC |
2026 Q1 |
5/8/2026 |
| MARVIN & PALMER ASSOCIATES INC |
2026 Q1 |
5/8/2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2026 Q1 |
5/8/2026 |
| Jackson, Grant Investment Advisers, Inc. |
2026 Q1 |
5/8/2026 |
| HOMESTEAD ADVISERS CORP |
2026 Q1 |
5/8/2026 |
| QUANTIFY CHAOS ADVISORS, LLC |
2026 Q1 |
5/8/2026 |
| BOKF, NA |
2026 Q1 |
5/8/2026 |
| CENTRAL SECURITIES CORP |
2026 Q1 |
5/8/2026 |
| Altiora Financial Group, LLC |
2026 Q1 |
5/8/2026 |
| Cetera Trust Company, N.A |
2026 Q1 |
5/8/2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2026 Q1 |
5/8/2026 |
| Simcoe Capital LLC |
2026 Q1 |
5/8/2026 |
| SEARLE & CO. |
2026 Q1 |
5/8/2026 |
| GRAND WEALTH MANAGEMENT, LLC |
2026 Q1 |
5/8/2026 |
| Stonebridge Financial Planning Group, LLC |
2026 Q1 |
5/8/2026 |
| PRIVATE MANAGEMENT GROUP INC |
2026 Q1 |
5/8/2026 |
| Westview Management dba Westview Investment Advisors |
2026 Q1 |
5/8/2026 |
| TFO Wealth Partners, LLC |
2026 Q1 |
5/8/2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC |
2026 Q1 |
5/8/2026 |
| Enhancing Capital LLC |
2026 Q1 |
5/8/2026 |
| Sound Financial Strategies Group, LLC |
2026 Q1 |
5/8/2026 |
| MOSAIC FINANCIAL GROUP, LLC |
2026 Q1 |
5/8/2026 |
| GSA CAPITAL PARTNERS LLP |
2026 Q1 |
5/8/2026 |
| Matisse Capital |
2026 Q1 |
5/8/2026 |
| B. Metzler seel. Sohn & Co. AG |
2026 Q1 |
5/8/2026 |
| Vontobel Holding Ltd. |
2026 Q1 |
5/8/2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2026 Q1 |
5/8/2026 |
| LOGAN CAPITAL MANAGEMENT INC |
2026 Q1 |
5/8/2026 |
| NIA IMPACT ADVISORS, LLC |
2026 Q1 |
5/8/2026 |
| AMJ Financial Wealth Management |
2026 Q1 |
5/8/2026 |
| PRINCETON CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/8/2026 |
| Equity Wealth Partners, LLC |
2026 Q1 |
5/8/2026 |
| Banco de Sabadell, S.A |
2026 Q1 |
5/8/2026 |
| Joseph Group Capital Management |
2026 Q1 |
5/8/2026 |
| JABODON PT CO |
2026 Q1 |
5/8/2026 |
| Palatine Hill Wealth Management, LLC |
2026 Q1 |
5/8/2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC |
2026 Q1 |
5/8/2026 |
| Valley Brook Capital Group, Inc. |
2026 Q1 |
5/8/2026 |
| Leisure Capital Management |
2026 Q1 |
5/8/2026 |
| AIHC Capital Management Ltd |
2026 Q1 |
5/8/2026 |