| FLPUTNAM INVESTMENT MANAGEMENT CO |
2026 Q2 |
8/6/2026 |
| Titiun Yejiel |
2026 Q2 |
8/6/2026 |
| Global Retirement Partners, LLC |
2026 Q2 |
8/6/2026 |
| Horizon Investment Services, LLC |
2026 Q2 |
8/6/2026 |
| Jackson Brooke LLC |
2026 Q2 |
8/6/2026 |
| RNC CAPITAL MANAGEMENT LLC |
2026 Q1 |
8/6/2026 |
| 180 GPS Investments IC Ltd |
2026 Q2 |
8/6/2026 |
| Heritage Trust Co |
2026 Q2 |
8/6/2026 |
| Wilkinson Global Asset Management LLC |
2026 Q2 |
8/6/2026 |
| Kennon-Green & Company, LLC |
2026 Q2 |
8/6/2026 |
| Fielder Capital Group LLC |
2026 Q2 |
8/6/2026 |
| Elite Life Management LLC |
2026 Q2 |
8/6/2026 |
| Alberta Investment Management Corp |
2026 Q2 |
8/6/2026 |
| 1ST SOURCE BANK |
2026 Q2 |
8/6/2026 |
| Barden Capital Management, Inc. |
2026 Q2 |
8/6/2026 |
| Zeit Capital LLC |
2026 Q2 |
8/6/2026 |
| Argent Trust Co |
2026 Q2 |
8/6/2026 |
| Arrowroot Family Office, LLC |
2026 Q2 |
8/6/2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ |
2026 Q2 |
8/6/2026 |
| CVS HEALTH Corp |
2026 Q2 |
8/6/2026 |
| Nippon Life Global Investors Americas, Inc. |
2026 Q2 |
8/6/2026 |
| PPM AMERICA INC/IL |
2026 Q2 |
8/6/2026 |
| IMC-Chicago, LLC |
2026 Q2 |
8/6/2026 |
| DEEPWATER ASSET MANAGEMENT, LLC |
2026 Q2 |
8/6/2026 |
| Aspirean Wealth, LLC |
2026 Q2 |
8/6/2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) |
2026 Q2 |
8/6/2026 |
| J.Safra Asset Management Corp |
2026 Q2 |
8/6/2026 |
| VISA FOUNDATION |
2026 Q2 |
8/6/2026 |
| Private Wealth Advisors, LLC |
2026 Q2 |
8/6/2026 |
| Diana Davis Spencer Foundation |
2026 Q2 |
8/6/2026 |
| AMAZON COM INC |
2026 Q2 |
8/6/2026 |
| HBK Sorce Advisory LLC |
2026 Q2 |
8/6/2026 |
| Abbot Financial Management, Inc. |
2026 Q2 |
8/6/2026 |
| Yorkville Advisors Global, LP |
2026 Q2 |
8/6/2026 |
| Groupe Bruxelles Lambert |
2026 Q2 |
8/6/2026 |
| Tulsa Wealth Advisors, INC |
2026 Q2 |
8/6/2026 |
| Capital Advisor Network LLC |
2026 Q1 - RESTATEMENT |
8/6/2026 |
| Peachtree Investment Partners, LLC |
2026 Q2 |
8/6/2026 |
| Continuum Advisory, LLC |
2026 Q2 |
8/6/2026 |
| GERMAN AMERICAN BANCORP, INC. |
2026 Q2 |
8/6/2026 |
| Briggs Wealth Management, Inc |
2026 Q2 |
8/6/2026 |
| OMC Financial Services LTD |
2026 Q2 |
8/6/2026 |
| Johnson Wealth Management, LLC |
2025 Q3 |
8/6/2026 |
| Tillman Hartley LLC |
2026 Q2 |
8/6/2026 |
| Northstar Financial Companies, Inc. |
2026 Q2 |
8/6/2026 |
| Johnson Wealth Management, LLC |
2026 Q2 |
8/6/2026 |
| Landing Point Financial Group, LLC |
2026 Q2 |
8/6/2026 |
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q2 |
8/6/2026 |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 |
2026 Q1 |
8/6/2026 |
| Cranbrook Wealth Management, LLC |
2026 Q2 |
8/6/2026 |
| First Nebraska Trust Co |
2009 Q1 |
8/6/2026 |
| WINSLOW ASSET MANAGEMENT INC |
2026 Q2 |
8/6/2026 |
| TWIN CAPITAL MANAGEMENT INC |
2026 Q2 |
8/6/2026 |
| Intelligence Driven Advisers, LLC |
2026 Q2 |
8/6/2026 |
| LETSON INVESTMENT MANAGEMENT, INC. |
2026 Q2 |
8/6/2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/6/2026 |
| Cheviot Value Management, LLC |
2026 Q2 |
8/6/2026 |
| Johnson Financial Group, LLC |
2026 Q2 |
8/6/2026 |
| MANAGED ASSET PORTFOLIOS, LLC |
2026 Q2 |
8/6/2026 |
| Carr Financial Group Corp |
2026 Q2 |
8/6/2026 |
| Liberty Street Advisors, Inc. |
2026 Q2 |
8/6/2026 |
| Lakewood Asset Management LLC |
2026 Q2 |
8/6/2026 |
| GS Investments, Inc. |
2026 Q2 |
8/6/2026 |
| 17 CAPITAL PARTNERS, LLC |
2026 Q2 |
8/6/2026 |
| Valmark Advisers, Inc. |
2026 Q2 |
8/6/2026 |
| Persium Advisors, LLC |
2026 Q2 - RESTATEMENT |
8/6/2026 |
| BASS SID R |
2026 Q2 |
8/6/2026 |
| Urban Financial Advisory Corp |
2026 Q2 |
8/6/2026 |
| Swisher Financial Concepts, Inc. |
2026 Q2 |
8/6/2026 |
| Townsend Financial Planning, LLC |
2026 Q2 |
8/6/2026 |
| Balentine LLC |
2026 Q2 |
8/6/2026 |
| Morling Financial Advisors, LLC |
2026 Q2 |
8/6/2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2026 Q2 |
8/6/2026 |
| Patten Group, Inc. |
2026 Q2 |
8/6/2026 |
| First Nebraska Trust Co |
2009 Q2 |
8/6/2026 |
| Insight Wealth Partners, LLC |
2026 Q2 |
8/6/2026 |
| Avise Financial Cooperative, Inc. |
2026 Q2 |
8/6/2026 |
| Hartford Funds Management Co LLC |
2026 Q2 |
8/6/2026 |
| KLCM Advisors, Inc. |
2026 Q2 |
8/6/2026 |
| MOR Wealth Management, LLC |
2026 Q2 |
8/6/2026 |
| Capital Investment Advisors, LLC |
2026 Q2 |
8/6/2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/6/2026 |
| Donalies Financial Planning, LLC |
2026 Q2 |
8/6/2026 |
| GenTrust, LLC |
2026 Q2 |
8/6/2026 |
| ICICI Prudential Asset Management Co Ltd |
2026 Q2 |
8/6/2026 |
| Valence8 US LP |
2026 Q2 |
8/6/2026 |
| Trailhead Planners LLC |
2026 Q2 |
8/6/2026 |
| Simplicity Wealth,LLC |
2026 Q2 |
8/6/2026 |
| CURA WEALTH ADVISORS, LLC |
2026 Q2 |
8/6/2026 |
| ROMAN BUTLER FULLERTON & CO |
2026 Q2 |
8/6/2026 |
| WEALTHSPAN PARTNERS, LLC |
2026 Q2 |
8/6/2026 |
| AMS Capital Ltda |
2026 Q2 |
8/6/2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2026 Q2 |
8/6/2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC |
2026 Q2 |
8/6/2026 |
| Trivium Point Advisory, LLC |
2026 Q2 |
8/6/2026 |
| WEALTH EFFECTS LLC |
2026 Q2 |
8/6/2026 |
| Uniting Wealth Partners, LLC |
2026 Q2 |
8/6/2026 |
| BAXTER BROS INC |
2026 Q2 |
8/6/2026 |
| N.E.W. Advisory Services LLC |
2026 Q2 |
8/6/2026 |
| RW Investment Management LLC |
2026 Q2 |
8/6/2026 |