| PATHWAY CAPITAL MANAGEMENT, LP |
2026 Q1 |
4/30/2026 |
| Symphony Financial, Ltd. Co. |
2026 Q1 |
4/30/2026 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust |
2026 Q1 |
4/30/2026 |
| HOHIMER WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/30/2026 |
| Lakeside Advisors, INC. |
2026 Q1 |
4/30/2026 |
| Ring Mountain Capital, LLC |
2026 Q1 |
4/30/2026 |
| Kassira Wealth Management LLC |
2026 Q1 |
4/30/2026 |
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
2026 Q1 |
4/30/2026 |
| Legacy Financial Strategies, LLC |
2026 Q1 |
4/30/2026 |
| Avid Wealth Partners LLC |
2026 Q1 |
4/30/2026 |
| Brown University |
2026 Q1 |
4/30/2026 |
| Mason & Associates Inc |
2026 Q1 |
4/30/2026 |
| Meadow Creek Wealth Advisors LLC |
2026 Q1 |
4/30/2026 |
| Peterson Wealth Services |
2026 Q1 |
4/30/2026 |
| Texas Bank & Trust Co |
2026 Q1 |
4/30/2026 |
| Range Financial Group LLC |
2026 Q1 |
4/30/2026 |
| Financial Freedom, LLC |
2026 Q1 |
4/30/2026 |
| SONATA CAPITAL GROUP INC |
2026 Q1 |
4/30/2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2026 Q1 |
4/30/2026 |
| INCA Investments LLC |
2026 Q1 |
4/30/2026 |
| Waterfront Wealth Inc. |
2026 Q1 |
4/30/2026 |
| IMPACTfolio, LLC |
2026 Q1 |
4/30/2026 |
| Yukon Wealth Management, Inc. |
2026 Q1 |
4/30/2026 |
| BERNZOTT CAPITAL ADVISORS |
2026 Q1 |
4/30/2026 |
| Accredited Investors Inc. |
2026 Q1 |
4/30/2026 |
| Elevated Capital Advisors, LLC |
2026 Q1 |
4/30/2026 |
| SCF Partners, Inc. |
2026 Q1 |
4/30/2026 |
| Graetz Wealth LLC |
2026 Q1 |
4/30/2026 |
| ROMAN BUTLER FULLERTON & CO |
2026 Q1 |
4/30/2026 |
| GreatBanc Trust CO |
2026 Q1 |
4/30/2026 |
| Ramsay, Stattman, Vela & Price, Inc. |
2026 Q1 |
4/30/2026 |
| HSBC HOLDINGS PLC |
2026 Q1 |
4/30/2026 |
| EQUITABLE TRUST CO |
2026 Q1 |
4/30/2026 |
| Stiles Financial Services Inc |
2026 Q1 |
4/30/2026 |
| Hassell Wealth Management, LLC |
2026 Q1 |
4/30/2026 |
| Winch Advisory Services, LLC |
2026 Q1 |
4/30/2026 |
| Whipplewood Advisors, LLC |
2026 Q1 |
4/30/2026 |
| Stronghold Wealth Management L.L.C. |
2026 Q1 |
4/30/2026 |
| CHANNING GLOBAL ADVISORS, LLC |
2026 Q1 |
4/30/2026 |
| SUMMIT SECURITIES GROUP LLC |
2026 Q1 |
4/30/2026 |
| MONEY CONCEPTS CAPITAL CORP |
2026 Q1 |
4/30/2026 |
| Kestra Advisory Services, LLC |
2026 Q1 |
4/30/2026 |
| Granite Investment Partners, LLC |
2026 Q1 |
4/30/2026 |
| AZZAD ASSET MANAGEMENT INC /ADV |
2026 Q1 |
4/30/2026 |
| FIDELITY D & D BANCORP INC |
2026 Q1 |
4/30/2026 |
| Summit Portfolio Management, LTD. |
2026 Q1 |
4/30/2026 |
| Cherry Creek Investment Advisors, Inc. |
2026 Q1 |
4/30/2026 |
| FIRST HORIZON CORP |
2026 Q1 |
4/30/2026 |
| Main Street Research LLC |
2026 Q1 |
4/30/2026 |
| Horrell Capital Management, Inc. |
2026 Q1 |
4/30/2026 |
| North Capital, Inc. |
2026 Q1 |
4/30/2026 |
| Pearl Planning LLC |
2026 Q1 |
4/30/2026 |
| IBEX WEALTH ADVISORS |
2026 Q1 |
4/30/2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2026 Q1 |
4/30/2026 |
| ATX Financial Planning, LLC |
2026 Q1 |
4/30/2026 |
| Triune Financial Partners, LLC |
2026 Q1 |
4/30/2026 |
| Valued Wealth Advisors LLC |
2026 Q1 |
4/30/2026 |
| Jordan Park Trust Co LLC |
2026 Q1 |
4/30/2026 |
| Harold Davidson & Associates Inc. |
2026 Q1 |
4/30/2026 |
| Carmel Capital Partners, LLC |
2026 Q1 |
4/30/2026 |
| MANNING & NAPIER ADVISORS LLC |
2026 Q1 |
4/30/2026 |
| Millstone Evans Group, LLC |
2026 Q1 |
4/30/2026 |
| Naria Inc. |
2026 Q1 |
4/30/2026 |
| GRIFFIN ASSET MANAGEMENT, INC. |
2026 Q1 |
4/30/2026 |
| SkyOak Wealth, LLC |
2026 Q1 |
4/30/2026 |
| Hegarty Advisors, LLC |
2026 Q1 |
4/30/2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC |
2026 Q1 |
4/30/2026 |
| Torren Management, LLC |
2026 Q1 |
4/30/2026 |
| Costello Asset Management, INC |
2026 Q1 |
4/30/2026 |
| DMC Group, LLC |
2026 Q1 |
4/30/2026 |
| AlpenGlobal Capital LLC |
2026 Q1 |
4/30/2026 |
| Forza Wealth Management, LLC |
2026 Q1 |
4/30/2026 |
| GENWORTH FINANCIAL INC |
2026 Q1 |
4/30/2026 |
| BEACON FINANCIAL GROUP |
2026 Q1 |
4/30/2026 |
| Team Hewins, LLC |
2026 Q1 |
4/30/2026 |
| OMC Financial Services LTD |
2026 Q1 |
4/30/2026 |
| First Citizens Asset Management, Inc. |
2022 Q4 - RESTATEMENT |
4/30/2026 |
| Warm Springs Advisors Inc. |
2026 Q1 |
4/30/2026 |
| BLODGETT WEALTH ADVISORS, LLC |
2026 Q1 |
4/30/2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2026 Q1 |
4/30/2026 |
| CORRADO ADVISORS, LLC |
2026 Q1 |
4/30/2026 |
| KLCM Advisors, Inc. |
2026 Q1 |
4/30/2026 |
| Diversified Investment Strategies, LLC |
2026 Q1 |
4/30/2026 |
| Cedar Mountain Advisors, LLC |
2026 Q1 |
4/30/2026 |
| Paladin Advisory Group, LLC |
2026 Q1 |
4/30/2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2026 Q1 |
4/30/2026 |
| Summa Corp. |
2026 Q1 |
4/30/2026 |
| Relyea Zuckerberg Hanson LLC |
2026 Q1 |
4/30/2026 |
| STONEBRIDGE ADVISORS LLC |
2026 Q1 |
4/30/2026 |
| William Howard & Co Financial Advisors Inc |
2026 Q1 |
4/30/2026 |
| Beirne Wealth Consulting Services, LLC |
2026 Q1 |
4/30/2026 |
| ARGA Investment Management, LP |
2026 Q1 |
4/30/2026 |
| Fulcrum Capital LLC |
2026 Q1 |
4/30/2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/30/2026 |
| Socha Financial Group, LLC |
2026 Q1 |
4/30/2026 |
| PRIVATE TRUST CO NA |
2026 Q1 |
4/30/2026 |
| Shakespeare Wealth Management, LLC |
2026 Q1 |
4/30/2026 |
| TITLEIST ASSET MANAGEMENT, LLC |
2026 Q1 |
4/30/2026 |
| Verdence Capital Advisors LLC |
2026 Q1 |
4/30/2026 |
| Stegner Investment Associates Inc. |
2026 Q1 |
4/30/2026 |