| Prepared Retirement Institute LLC |
2026 Q1 |
4/30/2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2026 Q1 |
4/30/2026 |
| Owen LaRue, LLC |
2026 Q1 |
4/30/2026 |
| CONNING INC. |
2026 Q1 |
4/30/2026 |
| ACR Alpine Capital Research, LLC |
2026 Q1 |
4/30/2026 |
| Beacon Harbor Wealth Advisors, Inc. |
2026 Q1 |
4/30/2026 |
| Candriam S.C.A. |
2026 Q1 |
4/30/2026 |
| Simplicity Wealth,LLC |
2026 Q1 |
4/30/2026 |
| Candriam S.C.A. |
2025 Q4 - RESTATEMENT |
4/30/2026 |
| LRI Investments, LLC |
2026 Q1 |
4/30/2026 |
| BAYPOINTE PARTNERS LLC |
2026 Q1 |
4/30/2026 |
| WealthCare Asset Management, LLC |
2026 Q1 |
4/30/2026 |
| Mascoma Wealth Management LLC |
2026 Q1 |
4/30/2026 |
| Independence Bank of Kentucky |
2026 Q1 |
4/30/2026 |
| Sequoia Financial Advisors, LLC |
2026 Q1 |
4/30/2026 |
| Petix & Botte Co |
2026 Q1 |
4/30/2026 |
| Barnett & Company, Inc. |
2026 Q1 |
4/30/2026 |
| VILLERE ST DENIS J & CO LLC |
2026 Q1 |
4/30/2026 |
| Nippon Life Global Investors Americas, Inc. |
2026 Q1 |
4/30/2026 |
| Myriad Asset Management Advisors LLC |
2026 Q1 |
4/30/2026 |
| Fortune Financial Advisors, LLC |
2026 Q1 |
4/30/2026 |
| Cromwell Holdings LLC |
2026 Q1 |
4/30/2026 |
| Nuveen, LLC |
2026 Q1 |
4/30/2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2026 Q1 |
4/30/2026 |
| Sollinda Capital Management LLC |
2026 Q1 |
4/30/2026 |
| AMANSA CAPITAL PTE. LTD. |
2026 Q1 |
4/30/2026 |
| ETF Store, Inc. |
2026 Q1 |
4/30/2026 |
| ASR Vermogensbeheer N.V. |
2026 Q1 |
4/30/2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/30/2026 |
| Henson-Edgewater Management, LLC |
2026 Q1 |
4/30/2026 |
| OAK RIDGE INVESTMENTS LLC |
2026 Q1 |
4/30/2026 |
| Selective Wealth Management, Inc. |
2026 Q1 |
4/30/2026 |
| Wilmington Savings Fund Society, FSB |
2026 Q1 |
4/30/2026 |
| MMBG INVESTMENT ADVISORS CO. |
2026 Q1 |
4/30/2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2026 Q1 |
4/30/2026 |
| Sompo Asset Management Co., Ltd. |
2026 Q1 |
4/30/2026 |
| Rockline Wealth Management, LLC |
2026 Q1 |
4/30/2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. |
2026 Q1 |
4/30/2026 |
| Core Alternative Capital |
2026 Q1 |
4/30/2026 |
| Hyposwiss Advisors SA |
2026 Q1 |
4/30/2026 |
| Madison Wealth Partners, Inc |
2026 Q1 |
4/30/2026 |
| Left Brain Wealth Management, LLC |
2026 Q1 |
4/30/2026 |
| Acorn Wealth Advisors, LLC |
2026 Q1 |
4/30/2026 |
| LECAP ASSET MANAGEMENT LTD |
2026 Q1 |
4/30/2026 |
| LANDAAS & CO /WI /ADV |
2026 Q1 |
4/30/2026 |
| Groupe des Assurances du Credit Mutuel |
2026 Q1 |
4/30/2026 |
| Arista Wealth Management, LLC |
2026 Q1 |
4/30/2026 |
| PRIMORIS WEALTH ADVISORS, LLC |
2026 Q1 |
4/30/2026 |
| Alessandra Capital Management, LLC |
2026 Q1 |
4/30/2026 |
| Alessandra Capital Management, LLC |
2025 Q4 |
4/30/2026 |
| Cohalo Advisory LLC |
2026 Q1 |
4/30/2026 |
| Indivisible Partners |
2026 Q1 |
4/30/2026 |
| Manske Wealth Management |
2026 Q1 |
4/30/2026 |
| CarsonAllaria Wealth Management, Ltd. |
2026 Q1 |
4/30/2026 |
| COMMONS CAPITAL, LLC |
2026 Q1 |
4/30/2026 |
| Kailix Advisors LLC |
2026 Q1 |
4/30/2026 |
| Guided Capital Wealth Management, LLC |
2026 Q1 |
4/30/2026 |
| Stablepoint Partners, LLC |
2026 Q1 |
4/30/2026 |
| River Road Asset Management, LLC |
2026 Q1 |
4/30/2026 |
| Opus Capital Group, LLC |
2026 Q1 |
4/30/2026 |
| Legacy Financial Advisors, Inc. |
2026 Q1 |
4/30/2026 |
| Csenge Advisory Group |
2026 Q1 |
4/30/2026 |
| COOKSON PEIRCE & CO INC |
2026 Q1 |
4/30/2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS |
2026 Q1 |
4/30/2026 |
| DAVIS-REA LTD. |
2026 Q1 |
4/30/2026 |
| Mn Services Vermogensbeheer B.V. |
2026 Q1 |
4/30/2026 |
| Palisades Investment Partners, LLC |
2026 Q1 |
4/30/2026 |
| Private Harbour Investment Management & Counsel, LLC |
2026 Q1 |
4/30/2026 |
| State of Wisconsin - Board of Commissioners of Public Lands |
2026 Q1 |
4/30/2026 |
| GFS Advisors, LLC |
2026 Q1 |
4/30/2026 |
| Cambridge Investment Research Advisors, Inc. |
2026 Q1 |
4/30/2026 |
| DARA CAPITAL US, INC. |
2026 Q1 |
4/30/2026 |
| MV CAPITAL MANAGEMENT, INC. |
2026 Q1 |
4/30/2026 |
| NISA INVESTMENT ADVISORS, LLC |
2026 Q1 |
4/30/2026 |
| CORTLAND ASSOCIATES INC/MO |
2026 Q1 |
4/30/2026 |
| Beacon Capital Management, Inc. |
2026 Q1 |
4/30/2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
2026 Q1 |
4/30/2026 |
| Cooksen Wealth, LLC |
2026 Q1 |
4/30/2026 |
| New Jersey Better Educational Savings Trust |
2026 Q1 |
4/30/2026 |
| PERSONAL CFO SOLUTIONS, LLC |
2026 Q1 |
4/30/2026 |
| State of New Jersey Common Pension Fund A |
2026 Q1 |
4/30/2026 |
| Vertex Investment Solutions Co., Ltd. |
2026 Q1 |
4/30/2026 |
| State of New Jersey Common Pension Fund E |
2026 Q1 |
4/30/2026 |
| Capstone Capital Management Ltd |
2026 Q1 |
4/30/2026 |
| Munich Reinsurance Co Stock Corp in Munich |
2026 Q1 |
4/30/2026 |
| AIGH Capital Management LLC |
2026 Q1 |
4/30/2026 |
| Sumitomo Mitsui Trust Group, Inc. |
2026 Q1 |
4/30/2026 |
| Base Wealth Management LLC |
2026 Q1 |
4/29/2026 |
| Griffith & Werner, Inc. |
2026 Q1 |
4/29/2026 |
| Hikari Power Ltd |
2026 Q1 |
4/29/2026 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
2026 Q1 |
4/29/2026 |
| Resona Asset Management Co.,Ltd. |
2026 Q1 |
4/29/2026 |
| ES4, LLC |
2026 Q1 |
4/29/2026 |
| ISTHMUS PARTNERS, LLC |
2026 Q1 |
4/29/2026 |
| HOERTKORN RICHARD CHARLES |
2026 Q1 |
4/29/2026 |
| Your Advocates Ltd., LLP |
2026 Q1 |
4/29/2026 |
| Capital Planning LLC |
2026 Q1 |
4/29/2026 |
| WPG Advisers, LLC |
2026 Q1 |
4/29/2026 |
| BEAM WEALTH ADVISORS, INC. |
2026 Q1 |
4/29/2026 |
| Lipe & Dalton |
2026 Q1 |
4/29/2026 |