| Manske Wealth Management |
2026 Q2 |
8/3/2026 |
| Exor N.V. |
2026 Q2 |
8/3/2026 |
| CIBC Asset Management Inc |
2026 Q2 |
8/3/2026 |
| Marietta Wealth Management, LLC |
2026 Q2 |
8/3/2026 |
| ALEXANDER LABRUNERIE & CO., INC. |
2026 Q2 |
8/3/2026 |
| Sparta 24 Ltd. |
2026 Q2 |
8/3/2026 |
| RETIREMENT INCOME SOLUTIONS, INC |
2026 Q2 |
8/3/2026 |
| Schaeffer Financial LLC |
2026 Q2 |
8/3/2026 |
| Rock Creek Group LLC |
2026 Q2 |
8/3/2026 |
| Carroll Investors, Inc |
2026 Q2 |
8/3/2026 |
| Raiffeisen Bank International AG |
2026 Q2 |
8/3/2026 |
| FSA WEALTH PARTNERS, INC. |
2026 Q2 |
8/3/2026 |
| Mandatum Life Insurance Co Ltd |
2026 Q2 |
8/3/2026 |
| Atlas Merchant Capital LLC |
2026 Q2 |
8/3/2026 |
| ZENITH SOLUTIONS, INC. |
2026 Q2 |
8/3/2026 |
| Rising Stella Capital Pte. Ltd |
2026 Q2 |
8/3/2026 |
| OPTIMAS CAPITAL Ltd |
2026 Q2 |
8/3/2026 |
| Yelin Lapidot Holdings Management Ltd. |
2026 Q2 |
8/3/2026 |
| AmeriServ Wealth Advisors |
2026 Q2 |
8/3/2026 |
| Valliance Asset Management Ltd |
2026 Q2 |
8/3/2026 |
| Eurizon SLJ Capital Ltd |
2026 Q2 |
8/3/2026 |
| Crystal Rock Capital Management |
2026 Q2 |
8/3/2026 |
| Karnit Road Accident Victims Compensation Fund |
2026 Q2 |
8/3/2026 |
| Carl P. Sherr & Co., LLC |
2026 Q2 |
7/31/2026 |
| One Degree Advisors Inc |
2026 Q2 |
7/31/2026 |
| Phoenix Wealth Advisors |
2026 Q2 |
7/31/2026 |
| Firestone Capital Management |
2026 Q2 |
7/31/2026 |
| VAN STRUM & TOWNE INC. |
2026 Q2 |
7/31/2026 |
| Platt Wealth Management LLC |
2026 Q2 |
7/31/2026 |
| R. W. Roge & Company, Inc. |
2026 Q2 |
7/31/2026 |
| HOHIMER WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/31/2026 |
| Silver Oak Advisory Group, Inc. |
2026 Q2 |
7/31/2026 |
| Lester Murray Antman dba SimplyRich |
2026 Q2 |
7/31/2026 |
| Riverview Trust Co |
2026 Q2 |
7/31/2026 |
| SoundView Advisors Inc. |
2026 Q2 |
7/31/2026 |
| VELA Investment Management, LLC |
2026 Q2 |
7/31/2026 |
| Warburton Capital Management, LLC |
2026 Q2 |
7/31/2026 |
| Spectrum Asset Management, Inc. (NB/CA) |
2026 Q2 |
7/31/2026 |
| Eliot Finkel Investment Counsel, LLC |
2026 Q2 |
7/31/2026 |
| Simmons Bank |
2026 Q2 |
7/31/2026 |
| Harfst & Associates, Inc. |
2026 Q2 |
7/31/2026 |
| CASTLE WEALTH MANAGEMENT LLC |
2026 Q2 |
7/31/2026 |
| Navigoe, LLC |
2026 Q2 |
7/31/2026 |
| Diversified Enterprises, LLC |
2026 Q2 |
7/31/2026 |
| Linscomb Wealth, Inc. |
2026 Q2 |
7/31/2026 |
| Jacobi Capital Management LLC |
2026 Q2 |
7/31/2026 |
| West Tower Group, LLC |
2026 Q2 |
7/31/2026 |
| CAMBIAR INVESTORS LLC |
2026 Q2 |
7/31/2026 |
| MARKEL GROUP INC. |
2026 Q2 |
7/31/2026 |
| NATURAL INVESTMENTS, LLC |
2026 Q2 |
7/31/2026 |
| Garde Capital, Inc. |
2026 Q2 |
7/31/2026 |
| Powers Advisory Group, LLC |
2026 Q2 |
7/31/2026 |
| Evergreen Wealth Management, LLC |
2026 Q2 |
7/31/2026 |
| Belvedere Trading LLC |
2026 Q2 |
7/31/2026 |
| Bannerstone Capital Management, LLC |
2026 Q2 |
7/31/2026 |
| Lakeshore Capital Group, Inc. |
2026 Q2 |
7/31/2026 |
| LEVIN CAPITAL STRATEGIES, L.P. |
2026 Q2 |
7/31/2026 |
| Providence Financial Advisors, LLC |
2026 Q2 |
7/31/2026 |
| Manuka Financial, LLC |
2026 Q2 |
7/31/2026 |
| CAMDEN NATIONAL BANK |
2026 Q2 |
7/31/2026 |
| PAYDEN & RYGEL |
2026 Q2 |
7/31/2026 |
| Convergence Investment Partners, LLC |
2026 Q2 |
7/31/2026 |
| GENERAL AMERICAN INVESTORS CO INC |
2026 Q2 |
7/31/2026 |
| Knights of Columbus Asset Advisors LLC |
2026 Q2 |
7/31/2026 |
| Ascent Wealth Partners, LLC |
2026 Q2 |
7/31/2026 |
| Sherborne Investors Management LP |
2026 Q2 |
7/31/2026 |
| General Motors Holdings LLC |
2026 Q2 |
7/31/2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
2026 Q2 |
7/31/2026 |
| Merrithew & Thorsten Inc |
2026 Q2 |
7/31/2026 |
| Madrid Wealth Management, LLC |
2026 Q2 |
7/31/2026 |
| Texas Bank & Trust Co |
2026 Q2 |
7/31/2026 |
| Truepoint, Inc. |
2026 Q2 |
7/31/2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2026 Q2 |
7/31/2026 |
| Keener Financial Planning LLC |
2026 Q2 |
7/31/2026 |
| MGO ONE SEVEN LLC |
2026 Q2 |
7/31/2026 |
| Stonebridge Financial Planning Group, LLC |
2026 Q2 |
7/31/2026 |
| Odyssey Capital Advisors, Inc. |
2026 Q2 |
7/31/2026 |
| CABOT WEALTH MANAGEMENT INC |
2026 Q2 |
7/31/2026 |
| ARROW FINANCIAL CORP |
2026 Q2 |
7/31/2026 |
| PIER 88 INVESTMENT PARTNERS LLC |
2026 Q1 - RESTATEMENT |
7/31/2026 |
| AF Advisors, Inc. |
2026 Q2 |
7/31/2026 |
| Elevate Capital Advisors, LLC |
2026 Q2 |
7/31/2026 |
| Ferguson Johnson Wealth Management Inc |
2026 Q2 |
7/31/2026 |
| BOCHK Asset Management Ltd |
2026 Q2 |
7/31/2026 |
| Quadcap Wealth Management, LLC |
2026 Q2 |
7/31/2026 |
| Narus Financial Partners, LLC |
2026 Q2 |
7/31/2026 |
| Zullo Investment Group, Inc. |
2026 Q2 |
7/31/2026 |
| WEDGEWOOD INVESTORS INC /PA/ |
2026 Q2 |
7/31/2026 |
| Evolution Advisers, Inc. |
2026 Q2 |
7/31/2026 |
| JMG Financial Group, Ltd. |
2026 Q2 |
7/31/2026 |
| BECKER CAPITAL MANAGEMENT INC |
2026 Q2 |
7/31/2026 |
| KDT Advisors, LLC |
2026 Q2 |
7/31/2026 |
| SAYBROOK CAPITAL /NC |
2026 Q2 |
7/31/2026 |
| Long Path Partners LP |
2026 Q2 |
7/31/2026 |
| BCR Wealth Strategies, LLC |
2026 Q2 |
7/31/2026 |
| ELLERSON GROUP INC /ADV |
2026 Q2 |
7/31/2026 |
| LOUNTZIS ASSET MANAGEMENT, LLC |
2026 Q2 |
7/31/2026 |
| MTC Wealth Management LLC |
2026 Q2 |
7/31/2026 |
| Integrity Financial Corp /WA |
2026 Q2 |
7/31/2026 |
| Members Trust Co |
2026 Q2 |
7/31/2026 |