| Blake Schutter Theil Wealth Advisors, LLC |
2026 Q1 |
5/4/2026 |
| Evernest Financial Advisors, LLC |
2026 Q1 |
5/4/2026 |
| University of Maryland Foundation, Inc. |
2026 Q1 |
5/4/2026 |
| Legacy Capital Group California, Inc. |
2026 Q1 |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q2 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q3 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q3 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q4 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q4 - NEW HOLDINGS |
5/4/2026 |
| MTC Wealth Management LLC |
2026 Q1 |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q1 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q2 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q2 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q3 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q3 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q4 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q4 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q1 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q1 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q2 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q2 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q3 - RESTATEMENT |
5/4/2026 |
| J.Safra Asset Management Corp |
2026 Q1 |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q3 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q4 - RESTATEMENT |
5/4/2026 |
| CLEAR INVESTMENT RESEARCH, LLC |
2026 Q1 |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q4 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q3 - RESTATEMENT |
5/4/2026 |
| ELLERSON GROUP INC /ADV |
2026 Q1 |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q3 - NEW HOLDINGS |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q4 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q1 - RESTATEMENT |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q1 - NEW HOLDINGS |
5/4/2026 |
| Sterling Investment Advisors, Ltd. |
2026 Q1 |
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q2 - RESTATEMENT |
5/4/2026 |
| Citizens National Bank Trust Department |
2026 Q1 |
5/4/2026 |
| SFAM, LLC |
2026 Q1 |
5/4/2026 |
| Members Trust Co |
2026 Q1 |
5/4/2026 |
| Conservest Capital Advisors, Inc. |
2026 Q1 |
5/4/2026 |
| CAMDEN NATIONAL BANK |
2026 Q1 |
5/4/2026 |
| Cornerstone Advisory, LLC |
2026 Q1 |
5/4/2026 |
| Sigma Planning Corp |
2026 Q1 |
5/4/2026 |
| Chicago Partners Investment Group LLC |
2026 Q1 |
5/4/2026 |
| First Growth Capital LLC |
2026 Q1 |
5/4/2026 |
| Bedel Financial Consulting, Inc. |
2026 Q1 |
5/4/2026 |
| Kellett Wealth Advisors, LLC |
2026 Q1 |
5/4/2026 |
| ABSHER WEALTH MANAGEMENT, LLC |
2026 Q1 |
5/4/2026 |
| Gratus Wealth Advisors, LLC |
2026 Q1 |
5/4/2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2026 Q1 |
5/4/2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2026 Q1 |
5/4/2026 |
| IFC Advisors LLC |
2026 Q1 |
5/4/2026 |
| Verbena Value LP |
2026 Q1 |
5/4/2026 |
| One Wealth Map LLC |
2026 Q1 |
5/4/2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2026 Q1 |
5/4/2026 |
| Nadler Financial Group, Inc. |
2026 Q1 |
5/4/2026 |
| NWF Advisory Services Inc. |
2026 Q1 |
5/4/2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2026 Q1 |
5/4/2026 |
| WJ Financial Advisors LLC |
2026 Q1 |
5/4/2026 |
| Spectrum Asset Management, Inc. |
2026 Q1 |
5/4/2026 |
| SCHWARTZ INVESTMENT COUNSEL INC |
2026 Q1 |
5/4/2026 |
| PRINCIPAL FINANCIAL GROUP INC |
2026 Q1 |
5/4/2026 |
| TFR Capital, LLC. |
2026 Q1 |
5/4/2026 |
| Center for Financial Planning, Inc. |
2026 Q1 |
5/4/2026 |
| BIRINYI ASSOCIATES INC |
2026 Q1 |
5/4/2026 |
| NORTHLAND SECURITIES, INC. |
2026 Q1 |
5/4/2026 |
| HBW ADVISORY SERVICES LLC |
2026 Q1 |
5/4/2026 |
| GHE, LLC |
2026 Q1 - RESTATEMENT |
5/4/2026 |
| Element Wealth, LLC |
2026 Q1 |
5/4/2026 |
| Legacy Financial Group LLC |
2026 Q1 |
5/4/2026 |
| 1 NORTH WEALTH SERVICES LLC |
2026 Q1 |
5/4/2026 |
| Archer Investment Corp |
2026 Q1 |
5/4/2026 |
| MML INVESTORS SERVICES, LLC |
2026 Q1 |
5/4/2026 |
| Bretton Capital Management, LLC |
2026 Q1 |
5/4/2026 |
| Prudent Man Investment Management, Inc. |
2026 Q1 |
5/4/2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
2026 Q1 |
5/4/2026 |
| V2 Financial group LLC |
2026 Q1 |
5/4/2026 |
| Illumine Investment Management, LLC |
2026 Q1 |
5/4/2026 |
| Wellington Shields Capital Management, LLC |
2026 Q1 |
5/4/2026 |
| Souders Financial Advisors |
2026 Q1 |
5/4/2026 |
| Pacific Point Advisors, LLC |
2026 Q1 |
5/4/2026 |
| Wellington Shields & Co., LLC |
2026 Q1 |
5/4/2026 |
| Genesis Wealth Advisors, LLC |
2026 Q1 |
5/4/2026 |
| Financial Security Advisor, Inc. |
2026 Q1 |
5/4/2026 |
| FIRST FOUNDATION ADVISORS |
2026 Q1 |
5/4/2026 |
| Purkiss Capital Advisors LLC |
2026 Q1 |
5/4/2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2026 Q1 |
5/4/2026 |
| TrustBank |
2026 Q1 |
5/4/2026 |
| Stack Financial Management, Inc |
2026 Q1 |
5/4/2026 |
| STEGINSKY CAPITAL LLC |
2026 Q1 |
5/4/2026 |
| Chapman Investment Management, LLC |
2026 Q1 |
5/4/2026 |
| Carrera Capital Advisors |
2026 Q1 |
5/4/2026 |
| BRIDGES INVESTMENT MANAGEMENT INC |
2026 Q1 |
5/4/2026 |
| Redwood Park Advisors LLC |
2026 Q1 |
5/4/2026 |
| Prodigy Asset Management LLC |
2026 Q1 |
5/4/2026 |
| KTF INVESTMENTS, LLC |
2026 Q1 |
5/4/2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2026 Q1 |
5/4/2026 |
| Westside Investment Management, Inc. |
2026 Q1 |
5/4/2026 |
| Pettee Investors, Inc. |
2026 Q1 |
5/4/2026 |
| GARRISON BRADFORD & ASSOCIATES INC |
2026 Q1 |
5/4/2026 |
| RPS ADVISORY SOLUTIONS LLC |
2026 Q1 |
5/4/2026 |