| Permit Capital, LLC |
2026 Q1 |
5/7/2026 |
| Hemenway Trust Co LLC |
2026 Q1 |
5/7/2026 |
| Royal Palms Capital LLC |
2026 Q1 |
5/7/2026 |
| BANTA ASSET MANAGEMENT LP |
2026 Q1 |
5/7/2026 |
| Winthrop Partners - WNY, LLC |
2026 Q1 |
5/7/2026 |
| Flavin Financial Services, Inc. |
2026 Q1 |
5/7/2026 |
| Grandview Asset Management LLC |
2026 Q1 |
5/7/2026 |
| Wharton Business Group, LLC |
2026 Q1 |
5/7/2026 |
| 360 Financial, Inc. |
2026 Q1 |
5/7/2026 |
| CONQUIS FINANCIAL LLC |
2026 Q1 |
5/7/2026 |
| Summit Global Investments |
2026 Q1 |
5/7/2026 |
| PUZO MICHAEL J |
2026 Q1 |
5/7/2026 |
| Resolute Advisors LLC |
2026 Q1 |
5/7/2026 |
| Madison Asset Management, LLC |
2026 Q1 |
5/7/2026 |
| One Charles Private Wealth Services, LLC |
2026 Q1 |
5/7/2026 |
| HALLSTATT ADVISORS L.P. |
2026 Q1 |
5/7/2026 |
| J.H. Whitney Equity Partners VII, LLC |
2026 Q1 |
5/7/2026 |
| GRANDFIELD & DODD, LLC |
2026 Q1 |
5/7/2026 |
| SOUND SHORE MANAGEMENT INC /CT/ |
2026 Q1 |
5/7/2026 |
| Context Capital Management, LLC |
2026 Q1 |
5/7/2026 |
| NWK Group, Inc. |
2026 Q1 |
5/7/2026 |
| VCU Investment Management Co |
2026 Q1 |
5/7/2026 |
| Human Investing LLC |
2026 Q1 |
5/7/2026 |
| WAYCROSS PARTNERS, LLC |
2026 Q1 |
5/7/2026 |
| Parallel Advisors, LLC |
2026 Q1 |
5/7/2026 |
| Balefire, LLC |
2026 Q1 |
5/7/2026 |
| Boston Common Asset Management, LLC |
2025 Q4 - RESTATEMENT |
5/7/2026 |
| Liberty Street Advisors, Inc. |
2026 Q1 |
5/7/2026 |
| Scarborough Advisors, LLC |
2026 Q1 |
5/7/2026 |
| Broderick Brian C |
2026 Q1 |
5/7/2026 |
| PLANNING ALTERNATIVES LTD /ADV |
2026 Q1 |
5/7/2026 |
| Pacific Wealth Strategies Group, Inc. |
2026 Q1 |
5/7/2026 |
| HAHN CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/7/2026 |
| AlphaCentric Advisors LLC |
2026 Q1 |
5/7/2026 |
| SENTINEL TRUST CO LBA |
2026 Q1 |
5/7/2026 |
| Boston Common Asset Management, LLC |
2026 Q1 |
5/7/2026 |
| Ironwood Investment Counsel, LLC |
2026 Q1 |
5/7/2026 |
| Resolute Wealth Strategies, LLC |
2026 Q1 |
5/7/2026 |
| CANTILLON CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/7/2026 |
| Facet Wealth, Inc. |
2026 Q1 |
5/7/2026 |
| Rachor Investment Advisory Services, LLC |
2026 Q1 |
5/7/2026 |
| Truffle Hound Capital, LLC |
2026 Q1 |
5/7/2026 |
| UNIVERSITY OF CHICAGO |
2026 Q1 |
5/7/2026 |
| Board of Trustees of The Leland Stanford Junior University |
2026 Q1 |
5/7/2026 |
| LOWE BROCKENBROUGH & CO INC |
2026 Q1 |
5/7/2026 |
| Wells Financial Advisors INC |
2026 Q1 |
5/7/2026 |
| CONTINUUM WEALTH ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| WCM INVESTMENT MANAGEMENT, LLC |
2026 Q1 |
5/7/2026 |
| Nordwand Advisors, LLC |
2026 Q1 |
5/7/2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2026 Q1 |
5/7/2026 |
| Wealthquest Corp |
2026 Q1 |
5/7/2026 |
| HAMEL ASSOCIATES, INC. |
2026 Q1 |
5/7/2026 |
| Symphony Financial Services, Inc. |
2026 Q1 |
5/7/2026 |
| TrustWell Financial Advisors, LLC |
2026 Q1 |
5/7/2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/7/2026 |
| SEIZERT CAPITAL PARTNERS, LLC |
2026 Q1 |
5/7/2026 |
| DIMENSIONAL FUND ADVISORS LP |
2026 Q1 |
5/7/2026 |
| ZEVIN ASSET MANAGEMENT LLC |
2026 Q1 |
5/7/2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
2026 Q1 |
5/7/2026 |
| DILLON & ASSOCIATES INC |
2026 Q1 |
5/7/2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
2026 Q1 |
5/7/2026 |
| WASHINGTON TRUST BANK |
2026 Q1 |
5/7/2026 |
| Alchemi Wealth, LLC |
2026 Q1 |
5/7/2026 |
| West Family Investments, Inc. |
2026 Q1 |
5/7/2026 |
| TrustWell Financial Advisors, LLC |
2025 Q4 |
5/7/2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ |
2026 Q1 |
5/7/2026 |
| PRENTISS SMITH & CO INC |
2026 Q1 |
5/7/2026 |
| Confluence Wealth Services, Inc. |
2026 Q1 |
5/7/2026 |
| Bucket List Wealth Management, LLC |
2026 Q1 |
5/7/2026 |
| Compound Global Advisors, LLC |
2026 Q1 |
5/7/2026 |
| Avidian Wealth Enterprises, LLC |
2026 Q1 |
5/7/2026 |
| NICOLA WEALTH MANAGEMENT LTD. |
2026 Q1 |
5/7/2026 |
| NEW YORK LIFE INSURANCE CO |
2026 Q1 |
5/7/2026 |
| Qsemble Capital Management, LP |
2026 Q1 |
5/7/2026 |
| AGF MANAGEMENT LTD |
2026 Q1 |
5/7/2026 |
| NYL Investors LLC |
2026 Q1 |
5/7/2026 |
| Z3 Capital Partners, LLC |
2026 Q1 |
5/7/2026 |
| Metis Global Partners, LLC |
2026 Q1 |
5/7/2026 |
| Crewe Advisors LLC |
2026 Q1 |
5/7/2026 |
| Greykasell Wealth Strategies, Inc. |
2026 Q1 |
5/7/2026 |
| Malaga Cove Capital, LLC |
2026 Q1 |
5/7/2026 |
| Premier Private Wealth Management LLC |
2026 Q1 |
5/7/2026 |
| CHESAPEAKE CAPITAL CORP /IL/ |
2026 Q1 |
5/7/2026 |
| Z3 Capital Partners, LLC |
2025 Q4 |
5/7/2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2026 Q1 |
5/7/2026 |
| Gladius Capital Management LP |
2026 Q1 |
5/7/2026 |
| PL Capital Advisors, LLC |
2026 Q1 |
5/7/2026 |
| Ballast Asset Management, LP |
2026 Q1 |
5/7/2026 |
| SUMMITPOINT CAPITAL MANAGEMENT |
2026 Q1 |
5/7/2026 |
| EULAV Asset Management |
2026 Q1 |
5/7/2026 |
| Disciplina Capital Management LLC |
2026 Q1 |
5/7/2026 |
| Mullooly Asset Management, Inc. |
2026 Q1 |
5/7/2026 |
| Mayar Capital Ltd. |
2026 Q1 |
5/7/2026 |
| D'Orazio & Associates, Inc. |
2026 Q1 |
5/7/2026 |
| Samara Investment Management, LLC |
2026 Q1 |
5/7/2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2026 Q1 |
5/7/2026 |
| ACTION POINT FINANCIAL PLANNING, LLC |
2026 Q1 |
5/7/2026 |
| BAHL & GAYNOR INC |
2026 Q1 |
5/7/2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q1 |
5/7/2026 |
| Centerpoint Advisors, LLC |
2026 Q1 |
5/7/2026 |