| Modera Wealth Management, LLC |
2026 Q1 |
5/6/2026 |
| Hamilton Point Investment Advisors, LLC |
2026 Q1 |
5/6/2026 |
| Copeland Capital Management, LLC |
2026 Q1 |
5/6/2026 |
| NovaPoint Capital, LLC |
2026 Q1 |
5/6/2026 |
| ASSETMARK, INC |
2026 Q1 |
5/6/2026 |
| Forty-three Eighteen Advisors, LLC |
2026 Q1 |
5/6/2026 |
| Catalyst Capital Advisors LLC |
2026 Q1 |
5/6/2026 |
| Astra Wealth Partners LLC |
2026 Q1 |
5/6/2026 |
| JOHN G ULLMAN & ASSOCIATES INC |
2026 Q1 |
5/6/2026 |
| SK Wealth Management, LLC |
2026 Q1 |
5/6/2026 |
| Patriot Financial Partners GP II, L.P. |
2026 Q1 |
5/6/2026 |
| Alpha Zero LLC |
2025 Q4 |
5/6/2026 |
| Kera Capital Partners, Inc. |
2026 Q1 |
5/6/2026 |
| Cornerstone Planning Group LLC |
2026 Q1 |
5/6/2026 |
| GS Investments, Inc. |
2026 Q1 |
5/6/2026 |
| Atlas Wealth LLC |
2026 Q1 |
5/6/2026 |
| Centennial Bank/AR/ |
2026 Q1 |
5/6/2026 |
| Zhang Financial LLC |
2026 Q1 |
5/6/2026 |
| Heartland Bank & Trust Co |
2026 Q1 |
5/6/2026 |
| Gryphon Financial Partners LLC |
2026 Q1 |
5/6/2026 |
| Future Fund LLC |
2026 Q1 |
5/6/2026 |
| FSA Advisors, Inc. |
2026 Q1 |
5/6/2026 |
| SIMON QUICK ADVISORS, LLC |
2026 Q1 |
5/6/2026 |
| Frontier Asset Management, LLC |
2026 Q1 |
5/6/2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC |
2026 Q1 |
5/6/2026 |
| Keystone Financial Services |
2026 Q1 |
5/6/2026 |
| AIRE ADVISORS, LLC |
2026 Q1 |
5/6/2026 |
| HANSEATIC MANAGEMENT SERVICES INC |
2026 Q1 |
5/6/2026 |
| Precision Wealth Strategies, LLC |
2026 Q1 |
5/6/2026 |
| WORLD EQUITY GROUP, INC. |
2026 Q1 |
5/6/2026 |
| BOCHK Asset Management Ltd |
2026 Q1 |
5/6/2026 |
| Tweedy, Browne Co LLC |
2026 Q1 |
5/6/2026 |
| LEUTHOLD GROUP, LLC |
2026 Q1 |
5/6/2026 |
| Value Base Ltd. |
2026 Q1 |
5/6/2026 |
| Brio Consultants, LLC |
2026 Q1 |
5/6/2026 |
| Spectrum Wealth Advisory Group, LLC |
2026 Q1 |
5/6/2026 |
| AIA Group Ltd |
2026 Q1 |
5/6/2026 |
| VALLEY WEALTH MANAGERS, INC. |
2026 Q1 |
5/6/2026 |
| Independent Order of Foresters |
2026 Q1 |
5/6/2026 |
| Mechanics Financial Corp |
2026 Q1 |
5/6/2026 |
| Redmond Asset Management, LLC |
2026 Q1 |
5/6/2026 |
| Trust Co of Kansas |
2026 Q1 |
5/6/2026 |
| Kelsey Financial, LLC |
2026 Q1 |
5/6/2026 |
| Aspetuck Financial Management LLC |
2026 Q1 |
5/6/2026 |
| Revere Asset Management, Inc |
2026 Q1 |
5/6/2026 |
| NORTH STAR ASSET MANAGEMENT INC |
2026 Q1 |
5/6/2026 |
| Sullivan Wood Capital Management LLC |
2026 Q1 |
5/6/2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. |
2026 Q1 |
5/6/2026 |
| Three Arch Wealth Management LLC |
2026 Q1 |
5/6/2026 |
| Alteri Wealth LLC |
2026 Q1 |
5/6/2026 |
| Cornerstone Financial Group, LLC /NE/ |
2026 Q1 |
5/6/2026 |
| Pacer Advisors, Inc. |
2026 Q1 |
5/6/2026 |
| O'Brien Greene & Co. Inc |
2026 Q1 |
5/6/2026 |
| USCF Advisers LLC |
2026 Q1 |
5/6/2026 |
| Elyxium Wealth, LLC |
2026 Q1 |
5/6/2026 |
| FIDELIS CAPITAL PARTNERS, LLC |
2026 Q1 |
5/6/2026 |
| WASHINGTON UNIVERSITY |
2026 Q1 |
5/6/2026 |
| TenCore Partners, LP |
2026 Q1 |
5/6/2026 |
| Westchester Capital Management, Inc. |
2026 Q1 |
5/6/2026 |
| Private Wealth Asset Management, LLC |
2026 Q1 |
5/6/2026 |
| Summit Creek Advisors LLC |
2026 Q1 |
5/6/2026 |
| Templeton & Phillips Capital Management, LLC |
2026 Q1 |
5/6/2026 |
| Saber Capital Managment, LLC |
2026 Q1 |
5/6/2026 |
| Gray Private Wealth, LLC |
2026 Q1 |
5/6/2026 |
| J.P. Marvel Investment Advisors, LLC |
2026 Q1 |
5/6/2026 |
| DEUTSCHE BANK AG\ |
2026 Q1 |
5/6/2026 |
| Cedar Point Capital Partners, LLC |
2026 Q1 |
5/6/2026 |
| Meridian Wealth Management, LLC |
2026 Q1 |
5/6/2026 |
| Storgate, LLC |
2026 Q1 |
5/6/2026 |
| LPL Financial LLC |
2026 Q1 |
5/6/2026 |
| Sun Group Wealth Partners |
2026 Q1 |
5/6/2026 |
| MUHLENKAMP & CO INC |
2026 Q1 |
5/6/2026 |
| Tyche Wealth Partners LLC |
2026 Q1 |
5/6/2026 |
| WoodTrust Financial Corp |
2026 Q1 |
5/6/2026 |
| Mawer Investment Management Ltd. |
2026 Q1 |
5/6/2026 |
| GENEVA CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/6/2026 |
| NEW YORK STATE COMMON RETIREMENT FUND |
2026 Q1 |
5/6/2026 |
| Eurizon SLJ Capital Ltd |
2026 Q1 |
5/6/2026 |
| May Hill Capital, LLC |
2026 Q1 |
5/6/2026 |
| Quest 10 Wealth Builders, Inc. |
2026 Q1 |
5/6/2026 |
| Gerald Baker Financial Group LLC |
2026 Q1 - RESTATEMENT |
5/6/2026 |
| BROOKTREE CAPITAL MANAGEMENT |
2026 Q1 |
5/6/2026 |
| POSTROCK PARTNERS LLC |
2026 Q1 |
5/6/2026 |
| High Ground Investment Management LLP |
2026 Q1 |
5/6/2026 |
| Once Capital Management, LLC |
2026 Q1 |
5/6/2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
2026 Q1 |
5/6/2026 |
| FountainVest China Capital Partners GP3 Ltd. |
2026 Q1 |
5/6/2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
2026 Q1 |
5/6/2026 |
| CNB Bank |
2026 Q1 |
5/6/2026 |
| AKUNA SECURITIES LLC |
2026 Q1 |
5/6/2026 |
| SEVEN GRAND MANAGERS, LLC |
2026 Q1 |
5/6/2026 |
| HWG Holdings LP |
2026 Q1 |
5/6/2026 |
| DecisionPoint Financial, LLC |
2026 Q1 |
5/6/2026 |
| Berbice Capital Management LLC |
2026 Q1 |
5/6/2026 |
| Clearstead Advisors, LLC |
2026 Q1 |
5/6/2026 |
| Great Lakes Retirement, Inc. |
2026 Q1 |
5/6/2026 |
| Patrick Mauro Investment Advisor, INC. |
2026 Q1 |
5/6/2026 |
| Rothschild Wealth LLC |
2026 Q1 |
5/6/2026 |
| Drummond Knight Asset Management Pty Ltd |
2026 Q1 |
5/6/2026 |
| Hurley Capital, LLC |
2026 Q1 |
5/6/2026 |