| Starlite Capital INC |
2026 Q2 - RESTATEMENT |
7/31/2026 |
| PINCUS CAPITAL MANAGEMENT, LP |
2026 Q2 |
7/31/2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q2 |
7/31/2026 |
| Jackson, Grant Investment Advisers, Inc. |
2026 Q2 |
7/31/2026 |
| S.A. Mason LLC |
2026 Q2 |
7/31/2026 |
| SYNTAX RESEARCH, INC. |
2026 Q2 |
7/31/2026 |
| Intesa Sanpaolo S.p.A. |
2026 Q2 |
7/31/2026 |
| MOTCO |
2026 Q2 |
7/31/2026 |
| STUDIO INVESTMENT MANAGEMENT LLC |
2026 Q2 |
7/31/2026 |
| Aspen Wealth Management LLC |
2026 Q2 |
7/31/2026 |
| Thayer Partners, LLC / MA |
2026 Q2 |
7/31/2026 |
| Atlas Legacy Advisors, LLC |
2026 Q2 |
7/31/2026 |
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q2 |
7/31/2026 |
| JTC Employer Solutions Trustee Ltd |
2026 Q2 |
7/31/2026 |
| Opus Capital Group, LLC |
2026 Q2 |
7/31/2026 |
| AWM CAPITAL, LLC |
2026 Q2 |
7/31/2026 |
| OSLO PENSJONSFORSIKRING AS |
2026 Q2 |
7/31/2026 |
| GARRISON POINT ADVISORS, LLC |
2026 Q2 |
7/31/2026 |
| Mn Services Vermogensbeheer B.V. |
2026 Q2 |
7/31/2026 |
| Capital Wealth Alliance, LLC |
2026 Q2 |
7/31/2026 |
| Cove Private Wealth, LLC |
2026 Q2 |
7/31/2026 |
| Ranmore Fund Management Ltd |
2026 Q2 |
7/31/2026 |
| Hudock, Inc. |
2026 Q2 |
7/31/2026 |
| ARGA Investment Management, LP |
2026 Q2 |
7/31/2026 |
| POM Investment Strategies, LLC |
2026 Q2 |
7/30/2026 |
| Powers Capital, LLC |
2026 Q2 |
7/30/2026 |
| Tortuga Wealth Management, Inc |
2026 Q2 |
7/30/2026 |
| CDKV HOLDINGS LLC |
2026 Q2 |
7/30/2026 |
| One Wealth Map LLC |
2026 Q2 |
7/30/2026 |
| Blankinship & Foster, LLC |
2026 Q2 |
7/30/2026 |
| JHP Wealth Management, LLC |
2026 Q2 |
7/30/2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/30/2026 |
| Collaborative Fund Advisors, LLC |
2026 Q2 |
7/30/2026 |
| REDW Wealth LLC |
2026 Q2 |
7/30/2026 |
| Drum Hill Capital, LLC |
2026 Q2 |
7/30/2026 |
| Creekside Partners |
2026 Q2 |
7/30/2026 |
| Phocas Financial Corp. |
2026 Q2 |
7/30/2026 |
| AOZORA BANK, LTD. |
2026 Q2 |
7/30/2026 |
| Axiom Investment Management LLC |
2026 Q2 |
7/30/2026 |
| Worth Financial Advisory Group, LLC |
2026 Q2 |
7/30/2026 |
| Aviance Capital Partners, LLC |
2026 Q2 |
7/30/2026 |
| Japan Science & Technology Agency |
2026 Q2 |
7/30/2026 |
| Bridgelight Financial Advisors, Inc. |
2026 Q1 |
7/30/2026 |
| Bridgelight Financial Advisors, Inc. |
2026 Q2 |
7/30/2026 |
| Overbrook Management Corp |
2026 Q2 |
7/30/2026 |
| Bridgelight Financial Advisors, Inc. |
2025 Q4 |
7/30/2026 |
| Spectrum Investment Advisors, Inc. |
2026 Q2 |
7/30/2026 |
| Briaud Financial Planning Inc |
2026 Q2 |
7/30/2026 |
| Next Level Wealth Planning, LLC |
2026 Q2 |
7/30/2026 |
| Wealthstar Advisors, LLC |
2026 Q2 |
7/30/2026 |
| Blue Line Capital, LLC / IL |
2026 Q2 |
7/30/2026 |
| Oasis Advisors, LLC |
2026 Q2 |
7/30/2026 |
| Kiker Wealth Management, LLC |
2026 Q2 |
7/30/2026 |
| Kercheville Advisors, LLC |
2026 Q2 |
7/30/2026 |
| Bigelow Investment Advisors, LLC |
2026 Q2 |
7/30/2026 |
| QUANTIFY CHAOS ADVISORS, LLC |
2026 Q2 |
7/30/2026 |
| Towneley Capital Management, Inc / DE |
2026 Q2 |
7/30/2026 |
| Sather Financial Group Inc |
2026 Q2 |
7/30/2026 |
| Alta Wealth Advisors LLC |
2026 Q2 |
7/30/2026 |
| BAILARD, INC. |
2026 Q2 |
7/30/2026 |
| Nvest Financial, LLC |
2026 Q2 |
7/30/2026 |
| TORRAY INVESTMENT PARTNERS LLC |
2026 Q2 |
7/30/2026 |
| Penn Capital Management Company, LLC |
2026 Q2 |
7/30/2026 |
| KITCHING PARTNERS, LLC |
2026 Q2 |
7/30/2026 |
| LCW Services, LLC |
2026 Q2 |
7/30/2026 |
| XP Advisory US, Inc. |
2026 Q2 |
7/30/2026 |
| Ahara Advisors LLC |
2026 Q2 - NEW HOLDINGS |
7/30/2026 |
| DKM Wealth Management, Inc. |
2026 Q2 |
7/30/2026 |
| Bravias Capital Group, LLC |
2026 Q2 |
7/30/2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
2026 Q2 |
7/30/2026 |
| Almanack Investment Partners, LLC. |
2026 Q2 |
7/30/2026 |
| Running Oak Capital LLC |
2026 Q2 |
7/30/2026 |
| LB Partners LLC |
2026 Q2 |
7/30/2026 |
| VERUS WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/30/2026 |
| Del-Sette Capital Management, LLC |
2026 Q2 |
7/30/2026 |
| Pekin Hardy Strauss, Inc. |
2026 Q2 |
7/30/2026 |
| BENDER ROBERT & ASSOCIATES |
2026 Q2 |
7/30/2026 |
| St. Louis Trust Co |
2026 Q2 |
7/30/2026 |
| WELCH & FORBES LLC |
2026 Q2 |
7/30/2026 |
| Lebenthal Global Advisors, LLC |
2026 Q2 |
7/30/2026 |
| Carnegie Investment Counsel |
2026 Q2 |
7/30/2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/30/2026 |
| Kaizen Financial Strategies |
2026 Q2 |
7/30/2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2026 Q2 |
7/30/2026 |
| ARRIEN INVESTMENTS, INC. |
2026 Q2 |
7/30/2026 |
| Elevated Private Wealth, LLC |
2026 Q2 |
7/30/2026 |
| BYRNE FINANCIAL FREEDOM, LLC |
2026 Q2 |
7/30/2026 |
| Acuitas Investments, LLC |
2026 Q2 |
7/30/2026 |
| MILFORD FUNDS LTD |
2026 Q2 |
7/30/2026 |
| Sterling Wealth Management, Inc. |
2026 Q2 |
7/30/2026 |
| Bluesphere Advisors LLC |
2026 Q2 |
7/30/2026 |
| SCRATCH CAPITAL LLC |
2026 Q2 |
7/30/2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2026 Q2 |
7/30/2026 |
| Zhang Financial LLC |
2026 Q2 |
7/30/2026 |
| Boit C F David |
2026 Q2 |
7/30/2026 |
| BAYPOINTE PARTNERS LLC |
2026 Q2 |
7/30/2026 |
| COMMONS CAPITAL, LLC |
2026 Q2 |
7/30/2026 |
| EAGLE GLOBAL ADVISORS LLC |
2026 Q2 |
7/30/2026 |
| First Nebraska Trust Co |
2011 Q1 |
7/30/2026 |
| WATERS PARKERSON & CO., LLC |
2026 Q2 |
7/30/2026 |