| MA Private Wealth |
2026 Q1 |
5/7/2026 |
| CFG Wealth Management Services, Inc. |
2026 Q1 |
5/7/2026 |
| ALLIUM FINANCIAL ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC |
2026 Q1 |
5/7/2026 |
| Robert Bosch GmbH |
2026 Q1 |
5/7/2026 |
| AustralianSuper Pty Ltd |
2026 Q1 |
5/7/2026 |
| SECTOR GAMMA AS |
2026 Q1 |
5/7/2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC |
2026 Q1 |
5/7/2026 |
| HARBOR ADVISORY CORP /MA/ |
2026 Q1 |
5/7/2026 |
| INSIGHT 2811, INC. |
2026 Q1 |
5/7/2026 |
| Beck Bode, LLC |
2026 Q1 |
5/7/2026 |
| CFG Wealth Management Services, Inc. |
2025 Q4 |
5/7/2026 |
| Intellus Advisors LLC |
2026 Q1 |
5/7/2026 |
| Warberg Asset Management LLC |
2026 Q1 |
5/7/2026 |
| Tacita Capital Inc |
2026 Q1 |
5/7/2026 |
| Fi3 FINANCIAL ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| DAVIS SELECTED ADVISERS |
2026 Q1 |
5/7/2026 |
| WT Asset Management Ltd |
2026 Q1 |
5/7/2026 |
| T3 Companies, LLC |
2026 Q1 |
5/7/2026 |
| BRUNI J V & CO /CO |
2026 Q1 |
5/7/2026 |
| Robeco Schweiz AG |
2026 Q1 |
5/7/2026 |
| FourThought Financial Partners, LLC |
2026 Q1 |
5/7/2026 |
| LYELL WEALTH MANAGEMENT, LP |
2026 Q1 |
5/7/2026 |
| SAGE FINANCIAL GROUP INC |
2026 Q1 |
5/7/2026 |
| BEARING POINT CAPITAL, LLC |
2026 Q1 |
5/7/2026 |
| FIRST NATIONAL TRUST CO |
2026 Q1 |
5/7/2026 |
| Oak Barrel Wealth Advisory LLC |
2025 Q4 |
5/7/2026 |
| BlueStem Wealth Partners, LLC |
2026 Q1 |
5/7/2026 |
| Key Capital Management, INC |
2026 Q1 |
5/7/2026 |
| Richard Young Associates, Ltd. |
2026 Q1 |
5/7/2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| WILKINS INVESTMENT COUNSEL INC |
2026 Q1 |
5/7/2026 |
| Lazard Freres Gestion S.A.S. |
2026 Q1 |
5/7/2026 |
| Lakeshore Financial Planning, Inc. |
2026 Q1 |
5/7/2026 |
| DOHENY ASSET MANAGEMENT /CA |
2026 Q1 |
5/7/2026 |
| Applied Capital LLC/FL |
2026 Q1 |
5/7/2026 |
| WULFF, HANSEN & CO. |
2026 Q1 |
5/7/2026 |
| Hoya Capital Real Estate, LLC |
2026 Q1 |
5/7/2026 |
| Tidemark, LLC |
2026 Q1 |
5/7/2026 |
| Virtue Capital Management, LLC |
2026 Q1 |
5/7/2026 |
| May Hill Capital, LLC |
2025 Q4 - RESTATEMENT |
5/7/2026 |
| Santori & Peters, Inc. |
2026 Q1 |
5/7/2026 |
| EPG Wealth Management LLC |
2026 Q1 |
5/7/2026 |
| Hiddenite Capital Partners LP |
2026 Q1 |
5/7/2026 |
| MIDLAND WEALTH ADVISORS, LLC |
2026 Q1 |
5/7/2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2026 Q1 |
5/7/2026 |
| Lepercq De Neuflize Asset Management LLC |
2026 Q1 |
5/7/2026 |
| Dakota Wealth Management |
2026 Q1 |
5/7/2026 |
| First Command Advisory Services, Inc. |
2026 Q1 |
5/7/2026 |
| Cordgrass Capital Advisors, LLC |
2026 Q1 |
5/7/2026 |
| Fidato Wealth LLC |
2026 Q1 |
5/7/2026 |
| one8zero8, LLC |
2026 Q1 |
5/7/2026 |
| Pillar Financial Advisors, LLC |
2026 Q1 |
5/7/2026 |
| Jefferson Bridge Capital, LLC |
2026 Q1 |
5/7/2026 |
| REAVES W H & CO INC |
2026 Q1 |
5/7/2026 |
| Richard C. Young & CO., LTD. |
2026 Q1 |
5/7/2026 |
| New England Research & Management, Inc. |
2026 Q1 |
5/7/2026 |
| DRAVO BAY LLC |
2026 Q1 |
5/7/2026 |
| RATIONAL ADVISORS, INC. |
2026 Q1 |
5/7/2026 |
| Triodos Investment Management BV |
2026 Q1 |
5/7/2026 |
| Principle Wealth Partners LLC |
2026 Q1 |
5/7/2026 |
| Forum Finance Group S.A. |
2026 Q1 |
5/7/2026 |
| NAVELLIER & ASSOCIATES INC |
2026 Q1 |
5/7/2026 |
| Omnia Family Wealth, LLC |
2026 Q1 |
5/7/2026 |
| SAGESPRING WEALTH PARTNERS, LLC |
2026 Q1 |
5/7/2026 |
| Atlatl Advisers LLC |
2026 Q1 |
5/7/2026 |
| Milestone Resources Group Ltd |
2026 Q1 |
5/7/2026 |
| BINGHAM PRIVATE WEALTH, LLC |
2026 Q1 |
5/7/2026 |
| Authentikos Wealth Advisory, LLC |
2026 Q1 |
5/7/2026 |
| XXI WEALTH, LLC |
2026 Q1 |
5/7/2026 |
| Momentum Wealth Planning, LLC |
2026 Q1 |
5/7/2026 |
| ROTHSCHILD INVESTMENT LLC |
2026 Q1 |
5/7/2026 |
| Transce3nd, LLC |
2026 Q1 |
5/7/2026 |
| Tull Financial Group, Inc. |
2026 Q1 |
5/7/2026 |
| Sage Advisory Services, Ltd.Co. |
2026 Q1 |
5/7/2026 |
| Paradigm, Strategies in Wealth Management, LLC |
2026 Q1 |
5/7/2026 |
| SEB Asset Management AB |
2026 Q1 |
5/7/2026 |
| Vision Retirement, LLC |
2025 Q4 |
5/7/2026 |
| Bucket List Wealth Management, LLC |
2025 Q4 |
5/7/2026 |
| Regents Gate Capital LLP |
2026 Q1 |
5/7/2026 |
| Swiss National Bank |
2026 Q1 |
5/7/2026 |
| Vision Retirement, LLC |
2026 Q1 |
5/7/2026 |
| Koss-Olinger Consulting, LLC |
2026 Q1 |
5/7/2026 |
| AMERICAN ASSET MANAGEMENT INC. |
2026 Q1 |
5/7/2026 |
| Tandem Investment Advisors, Inc. |
2026 Q1 |
5/7/2026 |
| True North Advisors, LLC |
2026 Q1 |
5/7/2026 |
| Eurizon Asset Management Slovakia, sprav. spol., a.s. |
2026 Q1 |
5/7/2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2026 Q1 |
5/7/2026 |
| S&CO INC |
2026 Q1 |
5/7/2026 |
| Sanofi |
2026 Q1 |
5/7/2026 |
| FINANCIAL DISCOVERY GROUP INC |
2026 Q1 |
5/7/2026 |
| LITTLE HOUSE CAPITAL LLC |
2026 Q1 |
5/7/2026 |
| REGIMEN WEALTH, LLC |
2026 Q1 |
5/7/2026 |
| Marshall & Sterling Wealth Advisors Inc. |
2026 Q1 |
5/7/2026 |
| Next Capital Management LLC |
2026 Q1 |
5/7/2026 |
| Trivest Advisors Ltd |
2026 Q1 |
5/7/2026 |
| Danmarks Nationalbank |
2026 Q1 |
5/7/2026 |
| KBC Group NV |
2026 Q1 |
5/7/2026 |
| TAIYO LIFE INSURANCE CO |
2026 Q1 |
5/7/2026 |
| DekaBank Deutsche Girozentrale |
2026 Q1 |
5/7/2026 |