| Van Diest Capital, LLC |
2026 Q2 |
8/4/2026 |
| Compound Planning, Inc. |
2026 Q2 |
8/4/2026 |
| Partners Group Holding AG |
2026 Q2 |
8/4/2026 |
| Shade Tree Advisors LLC |
2026 Q2 |
8/4/2026 |
| S-Bank Fund Management Ltd |
2026 Q2 |
8/4/2026 |
| Summit Rock Advisors, LP |
2026 Q2 |
8/4/2026 |
| MEMBERS CAPITAL ADVISORS INC |
2026 Q2 |
8/4/2026 |
| Essex Woodlands Management, Inc. |
2026 Q2 |
8/4/2026 |
| Overlook Investments LP |
2026 Q2 |
8/4/2026 |
| Overlook Investments LP |
2026 Q1 |
8/4/2026 |
| GUARDCAP ASSET MANAGEMENT Ltd |
2026 Q2 |
8/4/2026 |
| TOYOTA MOTOR CORP/ |
2026 Q2 |
8/4/2026 |
| CHOREO, LLC |
2026 Q2 |
8/4/2026 |
| Virtus Family Office LLC |
2026 Q2 |
8/3/2026 |
| HALLSTATT ADVISORS L.P. |
2026 Q2 |
8/3/2026 |
| RHL GROUP, LLC |
2026 Q2 |
8/3/2026 |
| St. Johns Investment Management Company, LLC |
2026 Q2 |
8/3/2026 |
| LightSquare Wealth Management, LLC |
2026 Q2 |
8/3/2026 |
| Symphony Financial, Ltd. Co. |
2026 Q2 |
8/3/2026 |
| IvyRock Asset Management (HK) Ltd |
2026 Q2 |
8/3/2026 |
| ASO GROUP Ltd |
2026 Q2 |
8/3/2026 |
| KEYNOTE FINANCIAL SERVICES LLC |
2026 Q2 |
8/3/2026 |
| CHECK CAPITAL MANAGEMENT INC/CA |
2026 Q2 |
8/3/2026 |
| VAUGHAN & Co SECURITIES, INC. |
2026 Q2 |
8/3/2026 |
| SMITH SHELLNUT WILSON LLC /ADV |
2026 Q2 |
8/3/2026 |
| Mokosak Advisory Group, LLC |
2026 Q2 |
8/3/2026 |
| ProVise Management Group, LLC |
2026 Q2 |
8/3/2026 |
| Sterling Group Wealth Management, LLC |
2026 Q2 |
8/3/2026 |
| Beacon Bank & Trust |
2026 Q2 - RESTATEMENT |
8/3/2026 |
| CROBAN |
2026 Q2 |
8/3/2026 |
| Dockside LLC |
2026 Q2 |
8/3/2026 |
| Hardy Reed LLC |
2026 Q2 |
8/3/2026 |
| Sitrin Capital Management LLC |
2026 Q2 |
8/3/2026 |
| TSA Wealth Managment LLC |
2026 Q2 |
8/3/2026 |
| Parker Financial LLC |
2026 Q2 |
8/3/2026 |
| EXCALIBUR MANAGEMENT CORP |
2026 Q2 |
8/3/2026 |
| Cherokee Insurance Co |
2026 Q2 |
8/3/2026 |
| First National Bank of Hutchinson |
2026 Q2 |
8/3/2026 |
| OAKLAND FINANCIAL CORP |
2026 Q2 |
8/3/2026 |
| PCG Wealth Advisors, LLC |
2026 Q2 |
8/3/2026 |
| Meixler Investment Management, Ltd. |
2026 Q2 |
8/3/2026 |
| PINNACLE ASSOCIATES LTD |
2026 Q2 |
8/3/2026 |
| Strategic Financial Partners, Ltd. |
2026 Q2 |
8/3/2026 |
| J.H. Whitney Equity Partners VII, LLC |
2026 Q2 |
8/3/2026 |
| Citizens Business Bank |
2026 Q2 |
8/3/2026 |
| SAGE RHINO CAPITAL LLC |
2026 Q2 |
8/3/2026 |
| Daniel Investment Group, Inc. |
2026 Q2 |
8/3/2026 |
| Northstar Group, Inc. |
2026 Q2 |
8/3/2026 |
| Walleye Trading LLC |
2026 Q2 |
8/3/2026 |
| Walleye Capital LLC |
2026 Q2 |
8/3/2026 |
| GILEAD SCIENCES, INC. |
2026 Q2 |
8/3/2026 |
| Arizona PSPRS Trust |
2026 Q1 - RESTATEMENT |
8/3/2026 |
| Summit Wealth Partners, LLC |
2026 Q2 |
8/3/2026 |
| PECAUT & CO. |
2026 Q2 |
8/3/2026 |
| TOTAL INVESTMENT MANAGEMENT INC |
2026 Q2 |
8/3/2026 |
| Price Financial Group Wealth Management, Inc |
2026 Q2 |
8/3/2026 |
| Bryn Mawr Trust Advisors, LLC |
2026 Q2 |
8/3/2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. |
2026 Q2 |
8/3/2026 |
| Daytona Street Capital LLC |
2026 Q2 |
8/3/2026 |
| Omnitrust Wealth Management, Inc |
2025 Q2 |
8/3/2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. |
2026 Q2 |
8/3/2026 |
| Stack Financial Management, Inc |
2026 Q2 |
8/3/2026 |
| Summit Global Investments |
2026 Q2 |
8/3/2026 |
| Arizona PSPRS Trust |
2026 Q2 - RESTATEMENT |
8/3/2026 |
| Laraway Financial Advisors Inc |
2026 Q2 |
8/3/2026 |
| Towercrest Capital Management |
2026 Q2 |
8/3/2026 |
| Plan Group Financial, LLC |
2026 Q2 |
8/3/2026 |
| Mill Capital Management, LLC |
2026 Q2 |
8/3/2026 |
| McCartney Wealth Management LLC |
2026 Q2 |
8/3/2026 |
| Freedom Together Foundation |
2026 Q2 |
8/3/2026 |
| BANYAN CAPITAL MANAGEMENT, INC. |
2026 Q2 |
8/3/2026 |
| Cornerstone Capital, Inc. |
2026 Q2 |
8/3/2026 |
| PSI Advisors, LLC |
2026 Q2 |
8/3/2026 |
| First Nebraska Trust Co |
2010 Q3 |
8/3/2026 |
| First Nebraska Trust Co |
2010 Q4 |
8/3/2026 |
| SMITH SHELLNUT WILSON LLC /ADV |
2026 Q1 |
8/3/2026 |
| Elyxium Wealth, LLC |
2026 Q2 |
8/3/2026 |
| Good Steward Wealth Advisors,LLC |
2026 Q2 |
8/3/2026 |
| Next Capital Management LLC |
2026 Q2 |
8/3/2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/3/2026 |
| One Day In July LLC |
2026 Q2 |
8/3/2026 |
| Everstar Asset Management, LLC |
2026 Q2 |
8/3/2026 |
| GR FINANCIAL GROUP, LLC |
2026 Q2 |
8/3/2026 |
| Persium Advisors, LLC |
2026 Q2 |
8/3/2026 |
| EVERETT HARRIS & CO /CA/ |
2026 Q2 |
8/3/2026 |
| SMITH SHELLNUT WILSON LLC /ADV |
2025 Q4 |
8/3/2026 |
| MARCO INVESTMENT MANAGEMENT LLC |
2026 Q2 |
8/3/2026 |
| TCW GROUP INC |
2026 Q2 |
8/3/2026 |
| MTM Investment Management, LLC |
2026 Q2 |
8/3/2026 |
| Oakwell Private Wealth Management, LLC |
2026 Q2 |
8/3/2026 |
| Kingsway Capital Partners Ltd |
2026 Q2 |
8/3/2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2026 Q2 |
8/3/2026 |
| BIP Wealth, LLC |
2026 Q2 |
8/3/2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC |
2026 Q2 |
8/3/2026 |
| Oakmont Advisory Group, LLC |
2026 Q2 |
8/3/2026 |
| Trifecta Capital Advisors, LLC |
2026 Q2 |
8/3/2026 |
| SWS Partners |
2026 Q2 |
8/3/2026 |
| Compound Global Advisors, LLC |
2026 Q2 |
8/3/2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q2 |
8/3/2026 |
| FIDUCIARY COUNSELLING INC |
2026 Q2 |
8/3/2026 |