| Pinnacle Wealth Planning Services, Inc. |
2026 Q2 |
8/7/2026 |
| LYNX CAPITAL GROUP LTD /ADV |
2023 Q4 |
8/7/2026 |
| Long Island Wealth Management, Inc. |
2026 Q2 |
8/7/2026 |
| Macco Financial Group, Inc. |
2026 Q2 |
8/7/2026 |
| WINTON GROUP Ltd |
2026 Q2 |
8/7/2026 |
| Marble Wealth, LLC |
2026 Q2 |
8/7/2026 |
| Destiny Wealth Partners, LLC |
2026 Q2 |
8/7/2026 |
| Phil A. Younker & Associates, Ltd. |
2026 Q2 |
8/7/2026 |
| Point Nemo Capital, LLC |
2026 Q2 |
8/7/2026 |
| Kapstone Financial Advisors LLC |
2026 Q2 |
8/7/2026 |
| LUTS & GREENLEIGH GROUP, INC. |
2026 Q2 |
8/7/2026 |
| LITTLE HOUSE CAPITAL LLC |
2026 Q2 |
8/7/2026 |
| Indie Asset Partners, LLC |
2026 Q2 |
8/7/2026 |
| Estate Counselors, LLC |
2026 Q2 |
8/7/2026 |
| Harbour Wealth Management Group, Inc. |
2026 Q2 |
8/7/2026 |
| Parkshore Wealth Management, Inc. |
2026 Q2 |
8/7/2026 |
| Inman Jager Wealth Management, LLC |
2026 Q2 |
8/7/2026 |
| International Private Wealth Advisors LLC |
2026 Q2 |
8/7/2026 |
| HC Advisors, LLC |
2026 Q2 |
8/7/2026 |
| HARBOR CAPITAL ADVISORS, INC. |
2026 Q2 |
8/7/2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/7/2026 |
| Graver Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| HFG Advisors, Inc. |
2026 Q2 |
8/7/2026 |
| AFLAC INC |
2026 Q2 |
8/7/2026 |
| Rose Capital Advisors LLC |
2026 Q2 |
8/7/2026 |
| Grantvest Financial Group LLC |
2026 Q2 |
8/7/2026 |
| Disciplined Investments, LLC |
2026 Q2 |
8/7/2026 |
| Disciplined Investments, LLC |
2026 Q2 - RESTATEMENT |
8/7/2026 |
| EVEXIA WEALTH LLC |
2026 Q2 |
8/7/2026 |
| Mass General Brigham, Inc |
2026 Q2 |
8/7/2026 |
| Fusion Family Wealth, LLC |
2026 Q2 |
8/7/2026 |
| ForthRight Wealth Management, LLC |
2026 Q2 |
8/7/2026 |
| Genesis Wealth Advisors, LLC |
2026 Q2 |
8/7/2026 |
| Schuylkill Financial LLC |
2026 Q2 |
8/7/2026 |
| GOLDEN ROAD ADVISORS LLC |
2026 Q2 |
8/7/2026 |
| DENVER WEALTH MANAGEMENT, INC. |
2026 Q2 |
8/7/2026 |
| Ergawealth Advisors, Inc. |
2026 Q2 |
8/7/2026 |
| Everest Private Wealth |
2026 Q2 |
8/7/2026 |
| Arizona State Retirement System |
2026 Q2 |
8/7/2026 |
| PNC FINANCIAL SERVICES GROUP, INC. |
2026 Q2 |
8/7/2026 |
| Davis Investment Partners, LLC |
2026 Q2 |
8/7/2026 |
| DOVER ADVISORS, LLC |
2026 Q2 |
8/7/2026 |
| BLALOCK WILLIAMS, LLC |
2026 Q2 |
8/7/2026 |
| Cannon Financial Strategists, Inc. |
2026 Q2 |
8/7/2026 |
| CCG WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/7/2026 |
| CFM WEALTH PARTNERS LLC |
2026 Q2 |
8/7/2026 |
| Dakota Wealth Management |
2026 Q2 |
8/7/2026 |
| Argo Wealth Advisory, LLC |
2026 Q2 |
8/7/2026 |
| Aspen Wealth Strategies, LLC |
2026 Q2 |
8/7/2026 |
| American Wealth Advisors, LLC |
2026 Q2 |
8/7/2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2026 Q2 |
8/7/2026 |
| GF FUND MANAGEMENT CO. LTD. |
2026 Q2 |
8/7/2026 |
| Sheridan Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| True Light Capital Pte. Ltd. |
2026 Q2 |
8/7/2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA |
2026 Q2 |
8/7/2026 |
| FTX Recovery Trust |
2026 Q2 |
8/7/2026 |
| Remedium Capital Partners, LLC |
2026 Q2 |
8/7/2026 |
| Board of the Pension Protection Fund |
2026 Q2 |
8/7/2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
2026 Q2 |
8/7/2026 |
| SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD |
2026 Q2 |
8/7/2026 |
| Temasek Holdings (Private) Ltd |
2026 Q2 |
8/7/2026 |
| TimesSquare Capital Management, LLC |
2026 Q2 |
8/7/2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. |
2026 Q2 |
8/7/2026 |
| Greenwoods Asset Management Hong Kong Ltd. |
2026 Q2 |
8/7/2026 |
| AIGH Capital Management LLC |
2026 Q2 |
8/7/2026 |
| Monaco Asset Management SAM |
2026 Q2 |
8/7/2026 |
| Ashoka WhiteOak Capital Pte Ltd |
2026 Q2 |
8/7/2026 |
| BRIGHTON JONES LLC |
2026 Q1 - RESTATEMENT |
8/6/2026 |
| COMPASS CAPITAL MANAGEMENT, INC |
2026 Q2 |
8/6/2026 |
| Idaho Trust Co |
2026 Q2 |
8/6/2026 |
| Mittelman Wealth Management |
2026 Q2 |
8/6/2026 |
| AMG National Trust Bank |
2026 Q2 |
8/6/2026 |
| Hexagon Capital Partners LLC |
2026 Q2 |
8/6/2026 |
| Privium Fund Management (UK) Ltd |
2026 Q2 |
8/6/2026 |
| Bell Investment Advisors, Inc |
2026 Q2 |
8/6/2026 |
| R.H. Investment Group, LLC |
2026 Q2 |
8/6/2026 |
| Latigo Investments, LLC |
2026 Q2 |
8/6/2026 |
| Plato Investment Management Ltd |
2026 Q2 |
8/6/2026 |
| FIRETRAIL INVESTMENTS PTY LTD |
2026 Q2 |
8/6/2026 |
| Andar Capital Management HK Ltd |
2026 Q2 - RESTATEMENT |
8/6/2026 |
| Hikari Power Ltd |
2026 Q2 |
8/6/2026 |
| OneDigital Investment Advisors LLC |
2026 Q2 |
8/6/2026 |
| MUFG Bank, Ltd. |
2026 Q2 |
8/6/2026 |
| Beverly Hills Private Wealth, LLC |
2026 Q2 |
8/6/2026 |
| MITSUBISHI UFJ FINANCIAL GROUP INC |
2026 Q2 |
8/6/2026 |
| Persistent Asset Partners Ltd |
2026 Q2 |
8/6/2026 |
| CROWN ADVISORS MANAGEMENT, INC. |
2026 Q2 |
8/6/2026 |
| Focused Wealth Management, Inc |
2026 Q2 |
8/6/2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
2026 Q2 |
8/6/2026 |
| Alphabet Inc. |
2026 Q2 |
8/6/2026 |
| Signet Private Wealth LLC |
2026 Q2 |
8/6/2026 |
| RNC CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/6/2026 |
| Summit Financial Consulting LLC |
2026 Q2 |
8/6/2026 |
| OAKMONT Corp |
2026 Q2 |
8/6/2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2026 Q2 |
8/6/2026 |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2026 Q2 |
8/6/2026 |
| CYPRESS FUNDS LLC |
2026 Q2 |
8/6/2026 |
| Quadrature Capital Ltd |
2026 Q2 |
8/6/2026 |
| Prospect Financial Group LLC |
2026 Q2 |
8/6/2026 |
| Syncona Portfolio Ltd |
2026 Q2 |
8/6/2026 |