| Pacific Sage Partners, LLC |
2026 Q2 |
8/6/2026 |
| Avalon Trust Co |
2026 Q2 |
8/6/2026 |
| Lumbard & Kellner, LLC |
2026 Q2 |
8/6/2026 |
| M&G Plc |
2026 Q2 |
8/6/2026 |
| FORTRESS FINANCIAL GROUP, LLC |
2026 Q2 |
8/6/2026 |
| Ameraudi Asset Management, Inc. |
2026 Q2 |
8/6/2026 |
| Genesee Capital Advisors, LLC |
2026 Q2 |
8/6/2026 |
| Greenhouse Wealth Management, LLC |
2026 Q2 |
8/6/2026 |
| Hamilton Wealth, LLC |
2026 Q2 |
8/6/2026 |
| Investment Advisory Group, LLC |
2026 Q2 |
8/6/2026 |
| Syverson Strege & Co |
2026 Q2 |
8/6/2026 |
| Breakwater Investment Management |
2026 Q2 |
8/6/2026 |
| FinDec Wealth Services, Inc. |
2026 Q2 |
8/6/2026 |
| Clearstead Advisors, LLC |
2026 Q2 |
8/6/2026 |
| Axiom Financial Strategies, LLC |
2026 Q2 |
8/6/2026 |
| WealthPoint Financial, LLC |
2026 Q2 |
8/6/2026 |
| Joel Adams & Associates, Inc. |
2026 Q2 |
8/6/2026 |
| West Wealth Group, LLC |
2026 Q2 |
8/6/2026 |
| Lazard Freres Gestion S.A.S. |
2026 Q2 |
8/6/2026 |
| Vines Capital Management, LLC |
2026 Q2 |
8/6/2026 |
| Pinion Investment Advisors, LLC |
2026 Q2 |
8/6/2026 |
| Dorsey Wright & Associates |
2026 Q2 |
8/6/2026 |
| Archon Partners LLC |
2026 Q2 |
8/6/2026 |
| Tyche Wealth Partners LLC |
2026 Q2 |
8/6/2026 |
| TFB Advisors LLC |
2026 Q2 |
8/6/2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC |
2026 Q2 |
8/6/2026 |
| BEACON FINANCIAL PLANNING, INC |
2026 Q2 |
8/6/2026 |
| Great Mountain Partners LLC |
2026 Q2 |
8/6/2026 |
| Regents Gate Capital LLP |
2026 Q2 |
8/6/2026 |
| Darden Wealth Group Inc |
2026 Q2 |
8/6/2026 |
| Aquire Wealth Advisors, LLC |
2026 Q2 |
8/6/2026 |
| AUCTUS ADVISORS LLC |
2026 Q2 |
8/6/2026 |
| Summa Corp. |
2026 Q2 |
8/6/2026 |
| HEMMING& WEALTH MANAGEMENT, INC. |
2026 Q2 |
8/6/2026 |
| Cordgrass Capital Advisors, LLC |
2026 Q2 |
8/6/2026 |
| Eagle Bluffs Wealth Management LLC |
2026 Q2 |
8/6/2026 |
| Winch Advisory Services, LLC |
2026 Q2 |
8/6/2026 |
| DSG Capital Advisors, LLC |
2026 Q2 |
8/6/2026 |
| FIFTH LANE CAPITAL, LP |
2026 Q2 |
8/6/2026 |
| Birchcreek Wealth Management, LLC |
2026 Q2 |
8/6/2026 |
| EJMK Ventures LLC |
2026 Q2 |
8/6/2026 |
| KELLEHER FINANCIAL ADVISORS |
2026 Q2 |
8/6/2026 |
| Renesas Electronics America Inc. |
2026 Q2 |
8/6/2026 |
| Kropog Financial Group, LLC |
2026 Q2 |
8/6/2026 |
| SAGE PRIVATE WEALTH GROUP, LLC |
2026 Q2 |
8/6/2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
2026 Q2 |
8/6/2026 |
| HTG Investment Advisors, Inc. |
2026 Q2 |
8/6/2026 |
| Horizon Wealth Management, LLC |
2026 Q2 |
8/6/2026 |
| ROTHSCHILD INVESTMENT LLC |
2026 Q2 |
8/6/2026 |
| LANGLEY WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/6/2026 |
| STUART INVESTMENT ADVISORS, INC. |
2026 Q2 |
8/6/2026 |
| GSA CAPITAL PARTNERS LLP |
2026 Q2 |
8/6/2026 |
| SUTTON PLACE INVESTORS LLC |
2026 Q2 |
8/6/2026 |
| Bellars Harris Wealth Management, LLC |
2026 Q2 |
8/6/2026 |
| Summit Asset Management, LLC |
2026 Q2 |
8/6/2026 |
| STONERIDGE INVESTMENT PARTNERS LLC |
2026 Q2 |
8/6/2026 |
| Orca Investment Management, LLC |
2026 Q2 |
8/6/2026 |
| Russell Investments Group, Ltd. |
2026 Q2 |
8/6/2026 |
| Ashford Advisors, LLC |
2026 Q2 |
8/6/2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2026 Q2 |
8/6/2026 |
| S&CO INC |
2026 Q2 |
8/6/2026 |
| Andar Capital Management HK Ltd |
2026 Q2 |
8/6/2026 |
| Working Capital Advisors (UK) Ltd. |
2026 Q2 |
8/6/2026 |
| ABN AMRO Bank N.V. |
2026 Q2 |
8/6/2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2026 Q2 |
8/6/2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
2026 Q2 |
8/6/2026 |
| AMF Tjanstepension AB |
2026 Q2 |
8/6/2026 |
| HS Management Partners, LLC |
2026 Q2 |
8/6/2026 |
| Marcho Partners LLP |
2026 Q2 |
8/6/2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. |
2026 Q2 |
8/6/2026 |
| Mitsubishi UFJ Trust & Banking Corp |
2026 Q2 |
8/6/2026 |
| APEIRON CAPITAL Ltd |
2026 Q2 |
8/6/2026 |
| Quantedge Capital Pte Ltd |
2026 Q2 |
8/6/2026 |
| ANTIPODES PARTNERS Ltd |
2026 Q2 |
8/6/2026 |
| All-Stars Investment Ltd |
2026 Q2 |
8/6/2026 |
| Cumberland Partners Ltd |
2026 Q2 |
8/6/2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
2026 Q2 |
8/6/2026 |
| Canton Hathaway, LLC |
2026 Q2 |
8/5/2026 |
| Ketron Financial |
2026 Q2 |
8/5/2026 |
| Guardian Wealth Advisors, LLC |
2026 Q2 |
8/5/2026 |
| Tevis Investment Management |
2026 Q2 |
8/5/2026 |
| Financial Freedom, LLC |
2026 Q2 |
8/5/2026 |
| Red Wave Investments LLC |
2026 Q2 |
8/5/2026 |
| WPG Advisers, LLC |
2026 Q2 |
8/5/2026 |
| VeraBank, N.A. |
2026 Q2 |
8/5/2026 |
| COWA, LLC |
2026 Q2 |
8/5/2026 |
| Pegasus Asset Management, Inc. |
2025 Q3 - RESTATEMENT |
8/5/2026 |
| SMART Wealth LLC |
2026 Q2 |
8/5/2026 |
| Pegasus Asset Management, Inc. |
2025 Q4 - RESTATEMENT |
8/5/2026 |
| Pegasus Asset Management, Inc. |
2026 Q1 - RESTATEMENT |
8/5/2026 |
| Pegasus Asset Management, Inc. |
2026 Q2 |
8/5/2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
2026 Q2 |
8/5/2026 |
| CEERA INVESTMENTS, LLC |
2026 Q2 |
8/5/2026 |
| Socha Financial Group, LLC |
2026 Q2 |
8/5/2026 |
| SPX Gestao de Recursos Ltda |
2026 Q2 |
8/5/2026 |
| FIDELITY D & D BANCORP INC |
2026 Q2 |
8/5/2026 |
| Endowment Wealth Management, Inc. |
2026 Q2 |
8/5/2026 |
| Keystone Financial Services |
2026 Q2 |
8/5/2026 |
| GRITSTONE ASSET MANAGEMENT LLC |
2026 Q2 |
8/5/2026 |
| Montis Financial, LLC |
2026 Q2 |
8/5/2026 |