| Birchwood Financial Partners, Inc. |
2026 Q1 |
5/5/2026 |
| DAHRING | CUSMANO LLC |
2026 Q1 |
5/5/2026 |
| Prairie Wealth Advisors, Inc. |
2026 Q1 |
5/5/2026 |
| Park Avenue Institutional Advisers LLC |
2026 Q1 |
5/5/2026 |
| KESTREL INVESTMENT MANAGEMENT CORP |
2026 Q1 |
5/5/2026 |
| W.G. Shaheen & Associates DBA Whitney & Co |
2026 Q1 |
5/5/2026 |
| AMAZON COM INC |
2026 Q1 |
5/5/2026 |
| BCM ADVISORS, LLC |
2026 Q1 |
5/5/2026 |
| Bancreek Capital Management, LP |
2026 Q1 |
5/5/2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
2026 Q1 |
5/5/2026 |
| BCGM Wealth Management, LLC |
2026 Q1 |
5/5/2026 |
| Bastion Asset Management Inc. |
2026 Q1 |
5/5/2026 |
| Quartz Partners, LLC |
2026 Q1 |
5/5/2026 |
| Advantage Trust Co |
2026 Q1 |
5/5/2026 |
| ENTERPRISE FINANCIAL SERVICES CORP |
2026 Q1 |
5/5/2026 |
| TOWERVIEW LLC |
2026 Q1 |
5/5/2026 |
| Smart Money Group LLC |
2026 Q1 |
5/5/2026 |
| Prosperity Consulting Group, LLC |
2026 Q1 |
5/5/2026 |
| CPA Asset Management Group, LLC |
2026 Q1 |
5/5/2026 |
| GRITSTONE ASSET MANAGEMENT LLC |
2026 Q1 |
5/5/2026 |
| Frazier Financial Advisors, LLC |
2026 Q1 |
5/5/2026 |
| Journey Advisory Group, LLC |
2026 Q1 |
5/5/2026 |
| Schwallier Wealth Management LLC |
2026 Q1 |
5/5/2026 |
| Collaborative Wealth Managment Inc. |
2026 Q1 |
5/5/2026 |
| GENTRY PRIVATE WEALTH, LLC |
2026 Q1 |
5/5/2026 |
| Providence Wealth Advisors, LLC |
2026 Q1 |
5/5/2026 |
| Robinson Value Management, Ltd. |
2026 Q1 |
5/5/2026 |
| Sherman Asset Management, Inc. |
2026 Q1 |
5/5/2026 |
| Illinois Municipal Retirement Fund |
2026 Q1 |
5/5/2026 |
| Blackhawk Capital Partners, LLC |
2026 Q1 |
5/5/2026 |
| Milestone Investment Advisors LLC |
2026 Q1 |
5/5/2026 |
| Bank of New York Mellon Corp |
2026 Q1 |
5/5/2026 |
| Midwest Professional Planners, LTD. |
2026 Q1 |
5/5/2026 |
| HARMONY ASSET MANAGEMENT LLC |
2026 Q1 |
5/5/2026 |
| PENINSULA ASSET MANAGEMENT INC |
2026 Q1 |
5/5/2026 |
| Three Seasons Wealth, LLC |
2026 Q1 |
5/5/2026 |
| Seafarer Capital Partners, LLC |
2026 Q1 |
5/5/2026 |
| Seros Financial, LLC |
2026 Q1 |
5/5/2026 |
| Goehring & Rozencwajg Associates, LLC |
2026 Q1 |
5/5/2026 |
| REGIONS FINANCIAL CORP |
2026 Q1 |
5/5/2026 |
| truNorth Financial Services, Inc. |
2026 Q1 |
5/5/2026 |
| Pacific Wealth Management |
2026 Q1 |
5/5/2026 |
| SOFI WEALTH, LLC |
2026 Q1 |
5/5/2026 |
| Frisch Financial Group, Inc. |
2026 Q1 |
5/5/2026 |
| Adaptive Financial Consulting, LLC |
2026 Q1 |
5/5/2026 |
| Good Harbor Advisors, Inc. |
2026 Q1 |
5/5/2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2026 Q1 |
5/5/2026 |
| IMC-Chicago, LLC |
2026 Q1 |
5/5/2026 |
| THEORY FINANCIAL LLC |
2026 Q1 |
5/5/2026 |
| Nolet Wealth Management, LLC |
2026 Q1 |
5/5/2026 |
| Compass Financial Group, Inc. |
2026 Q1 |
5/5/2026 |
| Beaumont Financial Advisors, LLC |
2026 Q1 |
5/5/2026 |
| Thayer Partners, LLC / MA |
2026 Q1 |
5/5/2026 |
| Marks Group Wealth Management, Inc |
2026 Q1 |
5/5/2026 |
| TWIN CAPITAL MANAGEMENT INC |
2026 Q1 |
5/5/2026 |
| WEST MICHIGAN ADVISORS, LLC |
2026 Q1 |
5/5/2026 |
| EnRich Financial Partners LLC |
2026 Q1 |
5/5/2026 |
| Ashford Advisors, LLC |
2026 Q1 |
5/5/2026 |
| SteelPeak Wealth, LLC |
2026 Q1 |
5/5/2026 |
| Gerald Baker Financial Group LLC |
2026 Q1 |
5/5/2026 |
| Haven Private, LLC |
2026 Q1 |
5/5/2026 |
| GuidedMoney, LLC |
2026 Q1 |
5/5/2026 |
| Good Harbor Advisors, Inc. |
2025 Q4 |
5/5/2026 |
| Allspring Global Investments Holdings, LLC |
2026 Q1 |
5/5/2026 |
| Cannon Wealth Management Services, LLC |
2026 Q1 |
5/5/2026 |
| Soundwatch Capital LLC |
2026 Q1 |
5/5/2026 |
| LeClair Wealth Partners LLC |
2026 Q1 |
5/5/2026 |
| One Day In July LLC |
2026 Q1 |
5/5/2026 |
| Oder Investment Management, LLC |
2026 Q1 |
5/5/2026 |
| Martin Capital Advisors, LLP |
2026 Q1 |
5/5/2026 |
| EXCALIBUR MANAGEMENT CORP |
2026 Q1 |
5/5/2026 |
| Rayburn West Financial Services LLC |
2026 Q1 |
5/5/2026 |
| Valtinson Bruner Financial Planning LLC |
2026 Q1 |
5/5/2026 |
| INVESTMENT PARTNERS, LTD. |
2026 Q1 |
5/5/2026 |
| Almanack Investment Partners, LLC. |
2026 Q1 |
5/5/2026 |
| PFG Advisors |
2026 Q1 |
5/5/2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC |
2026 Q1 |
5/5/2026 |
| New Harbor Financial Group, LLC |
2026 Q1 |
5/5/2026 |
| Tortoise Investment Management, LLC |
2026 Q1 |
5/5/2026 |
| SAYBROOK CAPITAL /NC |
2026 Q1 |
5/5/2026 |
| Total Wealth Planning & Management, Inc. |
2026 Q1 |
5/5/2026 |
| Howard Capital Management Inc. |
2026 Q1 |
5/5/2026 |
| Legacy Advisors, LLC |
2026 Q1 |
5/5/2026 |
| WEST PACES ADVISORS INC. |
2026 Q1 |
5/5/2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
2026 Q1 |
5/5/2026 |
| WOODMONT INVESTMENT COUNSEL LLC |
2026 Q1 |
5/5/2026 |
| Altman Advisors, Inc. |
2026 Q1 |
5/5/2026 |
| HighTower Advisors, LLC |
2026 Q1 |
5/5/2026 |
| FACTORY MUTUAL INSURANCE CO |
2026 Q1 |
5/5/2026 |
| SHAKER INVESTMENTS LLC/OH |
2026 Q1 |
5/5/2026 |
| Mraz, Amerine & Associates, Inc. |
2026 Q1 |
5/5/2026 |
| Ackerman Capital Advisors, LLC |
2026 Q1 |
5/5/2026 |
| Clear Harbor Asset Management, LLC |
2026 Q1 |
5/5/2026 |
| WASHINGTON STATE INVESTMENT BOARD |
2026 Q1 |
5/5/2026 |
| Atria Investments, Inc |
2026 Q1 |
5/5/2026 |
| Philadelphia Investment Partners, LLC |
2026 Q1 |
5/5/2026 |
| FinDec Wealth Services, Inc. |
2026 Q1 |
5/5/2026 |
| KICKSTAND VENTURES, LLC. |
2026 Q1 |
5/5/2026 |
| Silphium Asset Management Ltd |
2026 Q1 |
5/5/2026 |
| LOM Asset Management Ltd |
2026 Q1 |
5/5/2026 |