| Go Invest LLC |
2026 Q1 |
8/5/2026 |
| Financial Gravity Companies, Inc. |
2026 Q2 |
8/5/2026 |
| STEINBERG ASSET MANAGEMENT LLC |
2026 Q2 |
8/5/2026 |
| Nicollet Investment Management, Inc. |
2026 Q2 |
8/5/2026 |
| Go Invest LLC |
2026 Q2 |
8/5/2026 |
| CLARK ESTATES INC/NY |
2026 Q2 |
8/5/2026 |
| Tull Financial Group, Inc. |
2026 Q2 |
8/5/2026 |
| Prime Capital Investment Advisors, LLC |
2026 Q2 |
8/5/2026 |
| 5th Street Advisors, LLC |
2026 Q2 |
8/5/2026 |
| NICHOLS & PRATT ADVISERS LLP /MA |
2026 Q2 |
8/5/2026 |
| Spartan Wealth Advisory Services LLC |
2026 Q2 |
8/5/2026 |
| LANDMARK WEALTH MANAGEMENT, INC. |
2026 Q2 |
8/5/2026 |
| Vann Equity Management LLC |
2026 Q2 |
8/5/2026 |
| Ground Swell Capital, LLC |
2026 Q2 |
8/5/2026 |
| Cogent Private Wealth, Inc. |
2026 Q2 |
8/5/2026 |
| EMERALD ADVISERS, LLC |
2026 Q2 |
8/5/2026 |
| Rovida Investment Management Ltd |
2026 Q2 |
8/5/2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST |
2026 Q2 |
8/5/2026 |
| Corebridge Financial, Inc. |
2026 Q2 |
8/5/2026 |
| Kestra Investment Management, LLC |
2026 Q2 |
8/5/2026 |
| Legacy Financial Group LLC |
2026 Q2 |
8/5/2026 |
| International City Management Association Retirement Corp |
2026 Q2 |
8/5/2026 |
| Parallel Advisors, LLC |
2026 Q2 |
8/5/2026 |
| Financiere des Professionnels - Fonds d'investissement inc. |
2026 Q2 |
8/5/2026 |
| HighPoint Advisor Group LLC |
2026 Q2 |
8/5/2026 |
| Farmers & Merchants Trust Co of Long Beach |
2026 Q2 |
8/5/2026 |
| CHAPMAN FINANCIAL GROUP, LLC |
2026 Q2 |
8/5/2026 |
| ACCREDITED INVESTOR SERVICES, LLC |
2026 Q2 |
8/5/2026 |
| McKinney Capital Management, LLC |
2026 Q2 |
8/5/2026 |
| Pinnacle Wealth Management Advisory Group, LLC |
2026 Q2 |
8/5/2026 |
| NTV ASSET MANAGEMENT LLC |
2026 Q2 |
8/5/2026 |
| Hurlow Wealth Management Group, Inc. |
2026 Q2 |
8/5/2026 |
| Your Advocates Ltd., LLP |
2026 Q2 |
8/5/2026 |
| ALLEN HOLDING INC /NY |
2026 Q2 |
8/5/2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
2026 Q2 |
8/5/2026 |
| Allen Investment Management, LLC |
2026 Q2 |
8/5/2026 |
| ALLEN OPERATIONS LLC |
2026 Q2 |
8/5/2026 |
| Momentum Wealth Planning, LLC |
2026 Q2 |
8/5/2026 |
| Harpswell Capital Advisors, LLC |
2026 Q2 |
8/5/2026 |
| REGIMEN WEALTH, LLC |
2026 Q2 |
8/5/2026 |
| Goldenstone Wealth Management LLC |
2026 Q2 |
8/5/2026 |
| Beacon Financial Advisory LLC |
2026 Q2 |
8/5/2026 |
| F/m Investments LLC |
2026 Q2 |
8/5/2026 |
| MIRAE ASSET SECURITIES (USA) INC. |
2026 Q2 |
8/5/2026 |
| America First Investment Advisors, LLC |
2026 Q2 |
8/5/2026 |
| Serenus Wealth Advisors, LLC |
2026 Q2 |
8/5/2026 |
| WRIGHT INVESTORS SERVICE INC |
2026 Q2 |
8/5/2026 |
| Glassman Wealth Services |
2026 Q2 |
8/5/2026 |
| Explore Capital Management, LLC |
2026 Q2 |
8/5/2026 |
| Keystone Wealth Services, LLC |
2026 Q2 |
8/5/2026 |
| Settian Capital LP |
2026 Q2 |
8/5/2026 |
| WASHINGTON TRUST BANK |
2026 Q2 |
8/5/2026 |
| CHECK CAPITAL MANAGEMENT INC/CA |
2026 Q2 - NEW HOLDINGS |
8/5/2026 |
| CFC Planning Co LLC |
2026 Q2 |
8/5/2026 |
| Kimelman & Baird, LLC |
2026 Q2 |
8/5/2026 |
| AMERICAN ASSETS INC |
2026 Q2 |
8/5/2026 |
| American Assets Investment Management, LLC |
2026 Q2 |
8/5/2026 |
| BRAUN STACEY ASSOCIATES INC |
2026 Q2 |
8/5/2026 |
| MASECO LLP |
2026 Q2 |
8/5/2026 |
| WRAPMANAGER INC |
2026 Q2 |
8/5/2026 |
| Sage Mountain Advisors LLC |
2026 Q2 |
8/5/2026 |
| Lutz Financial Services LLC |
2026 Q2 |
8/5/2026 |
| Maytree Asset Management Ltd |
2026 Q2 |
8/5/2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC |
2025 Q4 |
8/5/2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC |
2026 Q1 |
8/5/2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/5/2026 |
| PATTEN & PATTEN INC/TN |
2026 Q2 |
8/5/2026 |
| Clean Yield Group |
2026 Q2 |
8/5/2026 |
| Scissortail Wealth Management, LLC |
2026 Q2 |
8/5/2026 |
| DDD Partners, LLC |
2026 Q2 |
8/5/2026 |
| SHUTTLEWORTH & Co |
2026 Q2 |
8/5/2026 |
| WHITE PINE CAPITAL LLC |
2026 Q1 - NEW HOLDINGS |
8/5/2026 |
| Rodgers Brothers Inc. |
2026 Q2 |
8/5/2026 |
| Americana Partners, LLC |
2026 Q2 |
8/5/2026 |
| Fortune 45 LLC |
2026 Q2 |
8/5/2026 |
| King Wealth Management Group |
2026 Q2 |
8/5/2026 |
| Sherman Asset Management, Inc. |
2026 Q2 |
8/5/2026 |
| Capco Asset Management, LLC |
2026 Q2 |
8/5/2026 |
| GENTRY PRIVATE WEALTH, LLC |
2026 Q2 |
8/5/2026 |
| NI ACQUISITIONS COMPANY, LLC |
2026 Q2 |
8/5/2026 |
| Orland Properties Ltd |
2026 Q2 |
8/5/2026 |
| Legacy Financial Advisors, Inc. |
2026 Q2 |
8/5/2026 |
| Prudent Man Advisors, LLC |
2026 Q2 |
8/5/2026 |
| Catalys Pacific, LLC |
2026 Q2 |
8/5/2026 |
| WBH ADVISORY INC |
2026 Q2 |
8/5/2026 |
| LGT CAPITAL PARTNERS LTD. |
2026 Q2 |
8/5/2026 |
| Galileo (PTC) Ltd |
2026 Q2 |
8/5/2026 |
| WULFF, HANSEN & CO. |
2026 Q2 |
8/5/2026 |
| PROMETHIUM ADVISORS,LLC |
2026 Q2 |
8/5/2026 |
| WHITE PINE CAPITAL LLC |
2026 Q2 |
8/5/2026 |
| Schneider Downs Wealth Management Advisors, LP |
2026 Q2 |
8/5/2026 |
| Marin Bay Wealth Advisors, LLC |
2026 Q2 |
8/5/2026 |
| Lionsbridge Wealth Management LLC |
2026 Q2 |
8/5/2026 |
| PDS Planning, Inc |
2026 Q2 |
8/5/2026 |
| Bayforest Capital Ltd |
2026 Q2 |
8/5/2026 |
| Eukles Asset Management |
2026 Q2 |
8/5/2026 |
| DILLON & ASSOCIATES INC |
2026 Q2 |
8/5/2026 |
| Van Berkom & Associates Inc. |
2026 Q2 |
8/5/2026 |
| United Capital Management of KS, Inc. |
2026 Q2 |
8/5/2026 |
| Provident Living Financial Services, Inc. |
2026 Q2 |
8/5/2026 |