| ADVISORS MANAGEMENT GROUP INC /ADV |
2026 Q1 |
5/1/2026 |
| Farrow Financial, Inc. |
2026 Q1 |
5/1/2026 |
| Elwood & Goetz Wealth Advisory Group, LLC |
2026 Q1 |
5/1/2026 |
| One Degree Advisors Inc |
2026 Q1 |
5/1/2026 |
| BCK CAPITAL MANAGEMENT LP |
2026 Q1 |
5/1/2026 |
| Forvis Mazars Wealth Advisors, LLC |
2026 Q1 |
5/1/2026 |
| PineStone Asset Management Inc. |
2026 Q1 |
5/1/2026 |
| Granite Bay Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| SoundView Advisors Inc. |
2026 Q1 |
5/1/2026 |
| J. Derek Lewis & Associates Inc. |
2026 Q1 |
5/1/2026 |
| Triton Wealth Management, PLLC |
2026 Q1 |
5/1/2026 |
| Pacific Life Fund Advisors LLC |
2026 Q1 |
5/1/2026 |
| Persium Advisors, LLC |
2026 Q1 |
5/1/2026 |
| Avion Wealth |
2026 Q1 |
5/1/2026 |
| Citizens Business Bank |
2026 Q1 |
5/1/2026 |
| MOKAN Wealth Management Inc. |
2026 Q1 |
5/1/2026 |
| IDG China Capital Fund III Associates L.P. |
2026 Q1 |
5/1/2026 |
| IDG-Accel China Capital II Associates L.P. |
2026 Q1 |
5/1/2026 |
| IDG-Accel China Capital GP II Associates Ltd. |
2026 Q1 |
5/1/2026 |
| FINANCIAL ADVISORY PARTNERS, LLC |
2026 Q1 |
5/1/2026 |
| Lodestone Wealth Management LLC |
2026 Q1 - RESTATEMENT |
5/1/2026 |
| Lester Murray Antman dba SimplyRich |
2026 Q1 |
5/1/2026 |
| IDG China Venture Capital Fund IV Associates L.P. |
2026 Q1 |
5/1/2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2026 Q1 |
5/1/2026 |
| Cosner Financial Group, LLC |
2026 Q1 |
5/1/2026 |
| IDG China Venture Capital Fund V Associates L.P. |
2026 Q1 |
5/1/2026 |
| Heronetta Management, L.P. |
2026 Q1 |
5/1/2026 |
| IDG China Capital Fund GP III Associates Ltd. |
2026 Q1 |
5/1/2026 |
| NATURAL INVESTMENTS, LLC |
2026 Q1 |
5/1/2026 |
| Arizona State Retirement System |
2026 Q1 |
5/1/2026 |
| Platt Wealth Management LLC |
2026 Q1 |
5/1/2026 |
| Slagle Financial, LLC |
2026 Q1 |
5/1/2026 |
| Martel Wealth Advisors LLC |
2026 Q1 |
5/1/2026 |
| Concord Wealth Partners |
2026 Q1 |
5/1/2026 |
| Lodestone Wealth Management LLC |
2026 Q1 |
5/1/2026 |
| Evolution Advisers, Inc. |
2026 Q1 |
5/1/2026 |
| Wealthspire Advisors, LLC |
2026 Q1 |
5/1/2026 |
| Kohmann Bosshard Financial Services, LLC |
2026 Q1 - RESTATEMENT |
5/1/2026 |
| First Fiduciary Investment Counsel, Inc. |
2026 Q1 |
5/1/2026 |
| Summit Place Financial Advisors, LLC |
2026 Q1 |
5/1/2026 |
| Smart Portfolios, LLC |
2026 Q1 |
5/1/2026 |
| Monetary Solutions, Ltd |
2026 Q1 |
5/1/2026 |
| Hills Bank & Trust Co |
2026 Q1 |
5/1/2026 |
| Mowery & Schoenfeld Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| MILLER WEALTH ADVISORS, LLC |
2026 Q1 |
5/1/2026 |
| Steadview Capital Management LLC |
2026 Q1 |
5/1/2026 |
| Rakuten Securities, Inc. |
2026 Q1 |
5/1/2026 |
| PATTEN & PATTEN INC/TN |
2026 Q1 |
5/1/2026 |
| Guardian Wealth Advisors, LLC |
2026 Q1 |
5/1/2026 |
| Wingate Wealth Advisors, Inc. |
2026 Q1 |
5/1/2026 |
| New Republic Capital, LLC |
2026 Q1 |
5/1/2026 |
| Concord Asset Management, LLC/VA |
2026 Q1 |
5/1/2026 |
| FDx Advisors, Inc. |
2026 Q1 |
5/1/2026 |
| Savoir Faire Capital Management, L.P. |
2026 Q1 |
5/1/2026 |
| CMG Global Holdings, LLC |
2026 Q1 |
5/1/2026 |
| Blume Capital Management, Inc. |
2026 Q1 |
5/1/2026 |
| Strategic Financial Partners, Ltd. |
2026 Q1 |
5/1/2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2026 Q1 |
5/1/2026 |
| Liquid Strategies, LLC |
2026 Q1 |
5/1/2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC |
2026 Q1 |
5/1/2026 |
| GENERAL ELECTRIC CO |
2026 Q1 |
5/1/2026 |
| CAMPBELL CAPITAL MANAGEMENT INC |
2026 Q1 |
5/1/2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
2026 Q1 |
5/1/2026 |
| Maj Invest Holding A/S |
2026 Q1 |
5/1/2026 |
| CenterStar Asset Management, LLC |
2026 Q1 |
5/1/2026 |
| CV Advisors LLC |
2026 Q1 |
5/1/2026 |
| Praxis Capital Management LLC |
2026 Q1 |
5/1/2026 |
| YACKTMAN ASSET MANAGEMENT LP |
2026 Q1 |
5/1/2026 |
| TLW Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| Spider Management Company, LLC |
2026 Q1 |
5/1/2026 |
| Mountain Hill Investment Partners Corp. |
2026 Q1 |
5/1/2026 |
| MFN Partners Management, LP |
2025 Q4 - NEW HOLDINGS |
5/1/2026 |
| Kraft, Davis & Associates, LLC |
2026 Q1 |
5/1/2026 |
| HANTZ FINANCIAL SERVICES, INC. |
2026 Q1 |
5/1/2026 |
| Mueller Wealth, LLC |
2026 Q1 |
5/1/2026 |
| Global Wealth Management Investment Advisory, Inc. |
2026 Q1 |
5/1/2026 |
| CAPITAL CITY TRUST CO/FL |
2026 Q1 |
5/1/2026 |
| HFM Investment Advisors, LLC |
2026 Q1 |
5/1/2026 |
| WIN ADVISORS, INC |
2026 Q1 |
5/1/2026 |
| Ativo Capital Management LLC |
2026 Q1 |
5/1/2026 |
| Advisors Capital Management, LLC |
2026 Q1 |
5/1/2026 |
| Atlas Venture Advisors, Inc. |
2026 Q1 |
5/1/2026 |
| Strategic Investment Solutions, Inc. /IL |
2026 Q1 |
5/1/2026 |
| Heritage Investment Group, Inc. |
2026 Q1 |
5/1/2026 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
2026 Q1 |
5/1/2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD |
2026 Q1 |
5/1/2026 |
| Supplemental Annuity Collective Trust of NJ |
2026 Q1 |
5/1/2026 |
| MilWealth Group LLC |
2026 Q1 |
5/1/2026 |
| SAGE PRIVATE WEALTH GROUP, LLC |
2026 Q1 |
5/1/2026 |
| SAWGRASS ASSET MANAGEMENT LLC |
2026 Q1 |
5/1/2026 |
| SECURIAN ASSET MANAGEMENT, INC |
2026 Q1 |
5/1/2026 |
| THRIVENT FINANCIAL FOR LUTHERANS |
2026 Q1 |
5/1/2026 |
| JMAC ENTERPRISES LLC |
2026 Q1 |
5/1/2026 |
| Climber Capital SA |
2026 Q1 |
5/1/2026 |
| Quantum Portfolio Management LLC |
2026 Q1 - RESTATEMENT |
5/1/2026 |
| Spectrum Financial Alliance Ltd LLC |
2026 Q1 |
5/1/2026 |
| Osprey Private Wealth LLC |
2026 Q1 |
5/1/2026 |
| Phocas Financial Corp. |
2026 Q1 |
4/30/2026 |
| Brightwater Advisory LLC |
2026 Q1 |
4/30/2026 |
| Connecticut Wealth Management, LLC |
2026 Q1 |
4/30/2026 |