| TRB Advisors LP |
2026 Q1 |
5/8/2026 |
| Legal & General Group Plc |
2026 Q1 |
5/8/2026 |
| Act Two Investors LLC |
2026 Q1 |
5/8/2026 |
| AJU IB Investment Co., Ltd. |
2026 Q1 |
5/8/2026 |
| Palisades Hudson Asset Management, L.P. |
2026 Q1 |
5/7/2026 |
| SENTRY INVESTMENT MANAGEMENT LLC |
2026 Q1 |
5/7/2026 |
| Manuka Financial, LLC |
2026 Q1 |
5/7/2026 |
| Burk Holdings LLC |
2026 Q1 |
5/7/2026 |
| Paralel Advisors LLC |
2026 Q1 |
5/7/2026 |
| Saratoga Research & Investment Management |
2026 Q1 |
5/7/2026 |
| New Insight Wealth Advisors |
2026 Q1 |
5/7/2026 |
| GLYNN CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/7/2026 |
| Coastwise Capital Group, LLC |
2026 Q1 |
5/7/2026 |
| CROWN ADVISORS MANAGEMENT, INC. |
2026 Q1 |
5/7/2026 |
| DAIDO LIFE INSURANCE CO |
2026 Q1 |
5/7/2026 |
| Japan Science & Technology Agency |
2026 Q1 |
5/7/2026 |
| Riverwater Partners LLC |
2026 Q1 |
5/7/2026 |
| REDW Wealth LLC |
2026 Q1 |
5/7/2026 |
| Lorne Steinberg Wealth Management Inc. |
2026 Q1 |
5/7/2026 |
| BARD ASSOCIATES INC |
2026 Q1 |
5/7/2026 |
| Alphabet Inc. |
2026 Q1 |
5/7/2026 |
| Advisor OS, LLC |
2026 Q1 |
5/7/2026 |
| MONECO ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| Stone Wealth Partners |
2026 Q1 |
5/7/2026 |
| Jefferies Financial Group Inc. |
2026 Q1 |
5/7/2026 |
| PACIFIC SUN FINANCIAL CORP |
2026 Q1 |
5/7/2026 |
| Triad Investment Management |
2026 Q1 - RESTATEMENT |
5/7/2026 |
| ODonnell Financial Services, LLC |
2026 Q1 |
5/7/2026 |
| Perissos Private Wealth Management, LLC |
2026 Q1 |
5/7/2026 |
| THOR TRADING ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| MidAtlantic Capital Management, Inc. |
2026 Q1 |
5/7/2026 |
| VISA FOUNDATION |
2026 Q1 |
5/7/2026 |
| Commonwealth Financial Services, LLC |
2026 Q1 |
5/7/2026 |
| Carl P. Sherr & Co., LLC |
2026 Q1 |
5/7/2026 |
| Basepoint Wealth LLC |
2026 Q1 |
5/7/2026 |
| WELCH CAPITAL PARTNERS LLC/NY |
2026 Q1 |
5/7/2026 |
| Aldebaran Capital, LLC |
2026 Q1 |
5/7/2026 |
| MEEDER ASSET MANAGEMENT INC |
2026 Q1 |
5/7/2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2026 Q1 |
5/7/2026 |
| HOLLENCREST CAPITAL MANAGEMENT |
2026 Q1 |
5/7/2026 |
| Carson Advisory Inc. |
2026 Q1 |
5/7/2026 |
| Kapitalo Investimentos Ltda |
2026 Q1 |
5/7/2026 |
| FLORIDA FINANCIAL ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| Hopwood Financial Services, Inc. |
2026 Q1 |
5/7/2026 |
| Legacy Wealth Managment, LLC/ID |
2026 Q1 |
5/7/2026 |
| ESL Trust Services, LLC |
2026 Q1 |
5/7/2026 |
| Meeder Advisory Services, Inc. |
2026 Q1 |
5/7/2026 |
| Paul R. Ried Financial Group, LLC |
2026 Q1 |
5/7/2026 |
| HANOVER ADVISORS INC |
2026 Q1 |
5/7/2026 |
| Alta Advisers Ltd |
2026 Q1 |
5/7/2026 |
| Beta Wealth Group, Inc. |
2026 Q1 |
5/7/2026 |
| Leith Wheeler Investment Counsel Ltd. |
2026 Q1 |
5/7/2026 |
| ALLEN HOLDING INC /NY |
2026 Q1 |
5/7/2026 |
| Allen Investment Management, LLC |
2026 Q1 |
5/7/2026 |
| Van Berkom & Associates Inc. |
2026 Q1 |
5/7/2026 |
| EARNED WEALTH ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| ALLEN OPERATIONS LLC |
2026 Q1 |
5/7/2026 |
| VAN STRUM & TOWNE INC. |
2026 Q1 |
5/7/2026 |
| Harbor Advisors LLC |
2026 Q1 |
5/7/2026 |
| AlTi Global, Inc. |
2026 Q1 |
5/7/2026 |
| Swan Global Investments, LLC |
2026 Q1 |
5/7/2026 |
| Alpha Zero LLC |
2026 Q1 |
5/7/2026 |
| Fox Financial, Inc |
2026 Q1 |
5/7/2026 |
| MWA Asset Management |
2026 Q1 |
5/7/2026 |
| CUTLER INVESTMENT COUNSEL LLC |
2026 Q1 |
5/7/2026 |
| JMG Financial Group, Ltd. |
2026 Q1 |
5/7/2026 |
| Rice Partnership, LLC |
2026 Q1 |
5/7/2026 |
| Symetra Investment Management Co |
2026 Q1 |
5/7/2026 |
| Cassaday & Co Wealth Management LLC |
2026 Q1 |
5/7/2026 |
| CVS HEALTH Corp |
2026 Q1 |
5/7/2026 |
| Grant Street Asset Management, Inc. |
2026 Q1 |
5/7/2026 |
| Cannon Capital Management, Inc. |
2026 Q1 |
5/7/2026 |
| Convergence Investment Partners, LLC |
2026 Q1 |
5/7/2026 |
| TRV GP V, LLC |
2026 Q1 |
5/7/2026 |
| TRV GP VI, LLC |
2026 Q1 |
5/7/2026 |
| TRV GP IV, LLC |
2026 Q1 |
5/7/2026 |
| ELEMENT POINTE ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| Johnson Financial Group, Inc. |
2026 Q1 |
5/7/2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
2026 Q1 |
5/7/2026 |
| Ridgepath Capital Management LLC |
2026 Q1 |
5/7/2026 |
| MAIMON WEALTH MANAGEMENT LTD. |
2026 Q1 |
5/7/2026 |
| MAIMON WEALTH MANAGEMENT LTD. |
2025 Q4 |
5/7/2026 |
| Amova Asset Management Americas, Inc. |
2026 Q1 |
5/7/2026 |
| HF Capital, LLC |
2026 Q1 |
5/7/2026 |
| SEGRA CAPITAL MANAGEMENT, LLC |
2026 Q1 |
5/7/2026 |
| JSF Financial, LLC |
2026 Q1 |
5/7/2026 |
| Renaissance Capital LLC |
2026 Q1 |
5/7/2026 |
| MANAGED ASSET PORTFOLIOS, LLC |
2026 Q1 |
5/7/2026 |
| Argyle Capital Partners, LLC |
2026 Q1 |
5/7/2026 |
| LOUNTZIS ASSET MANAGEMENT, LLC |
2026 Q1 |
5/7/2026 |
| Eagle Point Credit Management LLC |
2026 Q1 |
5/7/2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2026 Q1 |
5/7/2026 |
| Arsenal Capital Advisors LLC |
2026 Q1 |
5/7/2026 |
| TCTC Holdings, LLC |
2026 Q1 |
5/7/2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
2026 Q1 |
5/7/2026 |
| MISHPACHA HOLDINGS CORP |
2026 Q1 |
5/7/2026 |
| Advisor Resource Council |
2026 Q1 |
5/7/2026 |
| OEP CAPITAL ADVISORS, L.P. |
2026 Q1 |
5/7/2026 |
| AMARA FINANCIAL, LLC. |
2026 Q1 |
5/7/2026 |
| Francis Financial, Inc. |
2026 Q1 |
5/7/2026 |