| Dodds Wealth, LLC |
2026 Q1 |
5/8/2026 |
| Minot DeBlois Advisors LLC |
2026 Q1 |
5/8/2026 |
| Maia Wealth LLC |
2026 Q1 |
5/8/2026 |
| Tieton Capital Management, LLC |
2026 Q1 |
5/8/2026 |
| Price Financial Group Wealth Management, Inc |
2026 Q1 |
5/8/2026 |
| LaSalle St. Investment Advisors, LLC |
2026 Q1 |
5/8/2026 |
| Evolution Wealth Advisors, LLC |
2026 Q1 |
5/8/2026 |
| INTACT INVESTMENT MANAGEMENT INC. |
2026 Q1 |
5/8/2026 |
| Fund Evaluation Group, LLC |
2026 Q1 |
5/8/2026 |
| KAHN BROTHERS GROUP INC |
2026 Q1 |
5/8/2026 |
| Steward Partners Investment Advisory, LLC |
2026 Q1 |
5/8/2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2026 Q1 |
5/8/2026 |
| Highview Capital Management LLC/DE/ |
2026 Q1 |
5/8/2026 |
| MIDDLETON & CO INC/MA |
2026 Q1 |
5/8/2026 |
| Creekmur Asset Management LLC |
2026 Q1 |
5/8/2026 |
| Fire Capital Management LLC |
2026 Q1 |
5/8/2026 |
| 1776 Wealth LLC |
2026 Q1 |
5/8/2026 |
| Pinnacle Holdings, LLC |
2026 Q1 |
5/8/2026 |
| Helikon Investments Ltd |
2026 Q1 |
5/8/2026 |
| AMALGAMATED BANK |
2026 Q1 |
5/8/2026 |
| Cypress Capital Management LLC (WY) |
2026 Q1 |
5/8/2026 |
| SYM FINANCIAL Corp |
2026 Q1 |
5/8/2026 |
| Marble Harbor Investment Counsel, LLC |
2026 Q1 |
5/8/2026 |
| Rothschild & Co Wealth Management UK Ltd |
2026 Q1 |
5/8/2026 |
| Clayton, Dubilier & Rice, LLC |
2026 Q1 |
5/8/2026 |
| CM Management, LLC |
2026 Q1 |
5/8/2026 |
| Jackson Hole Capital Partners, LLC |
2026 Q1 |
5/8/2026 |
| Campbell Deegan Wealth Management, LLC |
2026 Q1 |
5/8/2026 |
| ACT CAPITAL MANAGEMENT, LLC |
2026 Q1 |
5/8/2026 |
| Comprehensive Financial Consultants Institutional, Inc. |
2026 Q1 |
5/8/2026 |
| Fortis Group Advisors, LLC |
2026 Q1 |
5/8/2026 |
| Smithfield Trust Co |
2026 Q1 |
5/8/2026 |
| Waterfall Asset Management, LLC |
2026 Q1 |
5/8/2026 |
| VELA Investment Management, LLC |
2026 Q1 |
5/8/2026 |
| BAILLIE GIFFORD & CO |
2026 Q1 |
5/8/2026 |
| Truepoint, Inc. |
2026 Q1 |
5/8/2026 |
| Valeo Financial Advisors, LLC |
2026 Q1 |
5/8/2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2026 Q1 |
5/8/2026 |
| Gen-Wealth Partners Inc |
2026 Q1 |
5/8/2026 |
| BCI SECURITIES, INC. |
2026 Q1 |
5/8/2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2026 Q1 |
5/8/2026 |
| Orange County Employees Retirement System |
2026 Q1 |
5/8/2026 |
| Peachtree Investment Partners, LLC |
2026 Q1 |
5/8/2026 |
| Zinnia Wealth Advisory, LLC |
2026 Q1 |
5/8/2026 |
| SUMMIT PARTNERS L P |
2026 Q1 |
5/8/2026 |
| Suncoast Equity Management |
2026 Q1 |
5/8/2026 |
| DBA TRADING, LLC |
2026 Q1 |
5/8/2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2026 Q1 |
5/8/2026 |
| KELLEHER FINANCIAL ADVISORS |
2026 Q1 |
5/8/2026 |
| SHP Wealth Management |
2026 Q1 |
5/8/2026 |
| Camelot Portfolios, LLC |
2026 Q1 |
5/8/2026 |
| Eurizon Capital SGR S.p.A. |
2026 Q1 |
5/8/2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/8/2026 |
| Greenwoods Asset Management Hong Kong Ltd. |
2026 Q1 |
5/8/2026 |
| NUANCE INVESTMENTS, LLC |
2026 Q1 |
5/8/2026 |
| BOYAR ASSET MANAGEMENT INC. |
2026 Q1 |
5/8/2026 |
| Forge Financial Services LLC |
2026 Q1 |
5/8/2026 |
| Bluebird Wealth Management LLC |
2026 Q1 |
5/8/2026 |
| Capital Developers, LLC |
2026 Q1 |
5/8/2026 |
| STAR Financial Bank |
2026 Q1 |
5/8/2026 |
| Divco West Real Estate Services, LLC |
2026 Q1 |
5/8/2026 |
| BloombergSen Inc. |
2026 Q1 |
5/8/2026 |
| Financial Gravity Asset Management, Inc. |
2026 Q1 |
5/8/2026 |
| Beacon Capital Management, Inc. |
2026 Q1 - RESTATEMENT |
5/8/2026 |
| Idaho Trust Co |
2026 Q1 |
5/8/2026 |
| Chico Wealth RIA |
2026 Q1 |
5/8/2026 |
| Core Wealth Partners LLC |
2026 Q1 |
5/8/2026 |
| DUTCH ASSET Corp |
2026 Q1 |
5/8/2026 |
| ROSS\JOHNSON & Associates LLC |
2026 Q1 |
5/8/2026 |
| Glenview Trust Co |
2026 Q1 |
5/8/2026 |
| CURA WEALTH ADVISORS, LLC |
2026 Q1 |
5/8/2026 |
| Long Road Investment Counsel, LLC |
2026 Q1 |
5/8/2026 |
| ATLANTIC FAMILY WEALTH, LLC |
2026 Q1 |
5/8/2026 |
| PIAR LLC |
2026 Q1 |
5/8/2026 |
| NewGen Asset Management Ltd |
2026 Q1 |
5/8/2026 |
| EMERGENCE GP PARTNERS, LLC |
2026 Q1 |
5/8/2026 |
| Atlantic Private Wealth, LLC |
2026 Q1 |
5/8/2026 |
| STONE LOFT WEALTH MANAGEMENT LLC |
2026 Q1 |
5/8/2026 |
| Wilkerson Advisory Group LLC |
2026 Q1 |
5/8/2026 |
| Bulldog Investors, LLP |
2026 Q1 |
5/8/2026 |
| Summit Asset Management, LLC |
2026 Q1 |
5/8/2026 |
| Atlas Merchant Capital LLC |
2026 Q1 |
5/8/2026 |
| Dale Q Rice Investment Management Ltd |
2026 Q1 |
5/8/2026 |
| Andar Capital Management HK Ltd |
2026 Q1 |
5/8/2026 |
| DJE Kapital AG |
2026 Q1 |
5/8/2026 |
| BURLING WEALTH PARTNERS, LLC |
2026 Q1 |
5/8/2026 |
| Mathes Company, Inc. |
2026 Q1 |
5/8/2026 |
| OSLO PENSJONSFORSIKRING AS |
2026 Q1 |
5/8/2026 |
| CMC Financial Group |
2026 Q1 |
5/8/2026 |
| Stephens Greth Foundation |
2026 Q1 |
5/8/2026 |
| Andra AP-fonden |
2026 Q1 |
5/8/2026 |
| HORAN Wealth, LLC |
2026 Q1 |
5/8/2026 |
| Baader Bank Aktiengesellschaft |
2026 Q1 |
5/8/2026 |
| TMT General Partner Ltd |
2026 Q1 |
5/8/2026 |
| PNC FINANCIAL SERVICES GROUP, INC. |
2026 Q1 |
5/8/2026 |
| Shengqi Capital (Hong Kong) Ltd |
2026 Q1 - RESTATEMENT |
5/8/2026 |
| Central Asset Investments & Management Holdings (HK) Ltd |
2026 Q1 |
5/8/2026 |
| Asset Management One Co., Ltd. |
2026 Q1 |
5/8/2026 |
| Russell Investments Group, Ltd. |
2026 Q1 |
5/8/2026 |
| Banco Santander, S.A. |
2026 Q1 |
5/8/2026 |