| David Kennon Inc |
2026 Q1 |
4/28/2026 |
| Unison Asset Management LLC |
2026 Q1 |
4/28/2026 |
| WJ Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| Opes Wealth Management LLC |
2026 Q1 |
4/28/2026 |
| McGuire Investment Group, LLC |
2026 Q1 |
4/28/2026 |
| Life Planning Partners, Inc |
2026 Q1 |
4/28/2026 |
| Tempus Wealth Planning, LLC |
2026 Q1 |
4/28/2026 |
| Cordoba Advisory Partners LLC |
2026 Q1 |
4/28/2026 |
| SeaBridge Investment Advisors LLC |
2026 Q1 |
4/28/2026 |
| Townsend Financial Planning, LLC |
2026 Q1 |
4/28/2026 |
| Townsend & Associates, Inc |
2026 Q1 |
4/28/2026 |
| UNICOM Systems, Inc. |
2026 Q1 |
4/28/2026 |
| K2 Financial Inc. |
2026 Q1 |
4/28/2026 |
| HOEY INVESTMENTS, INC |
2026 Q1 |
4/28/2026 |
| Evergreen Private Wealth LLC |
2026 Q1 |
4/28/2026 |
| Corus Family Wealth Advisors |
2026 Q1 |
4/28/2026 |
| Fee-Only Financial Planning, L.C. |
2026 Q1 |
4/28/2026 |
| Acuitas Investments, LLC |
2026 Q1 |
4/28/2026 |
| PIONEER TRUST BANK N A/OR |
2026 Q1 |
4/28/2026 |
| Frankly Finances, LLC |
2025 Q4 - RESTATEMENT |
4/28/2026 |
| Horst & Graben Wealth Management LLC |
2026 Q1 |
4/28/2026 |
| HARTLINE INVESTMENT CORP/ |
2026 Q1 |
4/28/2026 |
| RED CRANE WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/28/2026 |
| Garner Asset Management Corp |
2026 Q1 |
4/28/2026 |
| Rye Brook Capital LLC |
2026 Q1 |
4/28/2026 |
| Garde Capital, Inc. |
2026 Q1 |
4/28/2026 |
| RLH Capital LLC |
2026 Q1 |
4/28/2026 |
| Clear Point Advisors Inc. |
2026 Q1 |
4/28/2026 |
| Q Fund Management (Hong Kong) Ltd |
2026 Q1 - RESTATEMENT |
4/28/2026 |
| Bogart Wealth, LLC |
2026 Q1 |
4/28/2026 |
| WHITTIER TRUST CO |
2026 Q1 |
4/28/2026 |
| WHITTIER TRUST CO OF NEVADA INC |
2026 Q1 |
4/28/2026 |
| Abel Hall, LLC |
2026 Q1 |
4/28/2026 |
| DIVIDEND ASSETS CAPITAL, LLC |
2026 Q1 |
4/28/2026 |
| Compton Financial Group, LLC |
2026 Q1 |
4/28/2026 |
| Columbia Bank |
2026 Q1 |
4/28/2026 |
| MARIETTA INVESTMENT PARTNERS LLC |
2026 Q1 |
4/28/2026 |
| Fortitude Advisory Group L.L.C. |
2026 Q1 |
4/28/2026 |
| LIBRA WEALTH LLC |
2026 Q1 |
4/28/2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2026 Q1 |
4/28/2026 |
| MERIDIAN INVESTMENT COUNSEL INC. |
2026 Q1 |
4/28/2026 |
| Tide Cove Capital Partners LLC |
2026 Q1 |
4/28/2026 |
| Arbor Investment Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Westfuller Advisors, LLC |
2026 Q1 |
4/28/2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2026 Q1 |
4/28/2026 |
| Planning Center, Inc. |
2026 Q1 |
4/28/2026 |
| Nvest Financial, LLC |
2026 Q1 |
4/28/2026 |
| FLP Wealth Management, LLC |
2025 Q4 - RESTATEMENT |
4/28/2026 |
| FLP Wealth Management, LLC |
2026 Q1 - RESTATEMENT |
4/28/2026 |
| APPLETON PARTNERS INC/MA |
2026 Q1 |
4/28/2026 |
| Kathmere Capital Management, LLC |
2026 Q1 |
4/28/2026 |
| Cypress Capital, LLC |
2026 Q1 |
4/28/2026 |
| Red Mountain Financial, LLC |
2026 Q1 |
4/28/2026 |
| Busey Bank |
2026 Q1 |
4/28/2026 |
| Hodges Capital Management Inc. |
2026 Q1 |
4/28/2026 |
| Collaborative Fund Advisors, LLC |
2026 Q1 |
4/28/2026 |
| PUREfi Wealth, LLC |
2026 Q1 |
4/28/2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
2026 Q1 |
4/28/2026 |
| Intrinsic Value Partners, LLC |
2026 Q1 |
4/28/2026 |
| CALIFORNIA FIRST LEASING CORP |
2026 Q1 |
4/28/2026 |
| Canvas Wealth Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Walser Wealth Management Company, A Ltd Liability Co |
2026 Q1 |
4/28/2026 |
| O'Domhnaill Enterprises, Inc. |
2026 Q1 |
4/28/2026 |
| Grange Capital, LLC |
2026 Q1 |
4/28/2026 |
| B.O.S.S. Retirement Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Pine Harbor Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q1 |
4/28/2026 |
| Intelligent Financial Strategies |
2026 Q1 |
4/28/2026 |
| Schear Investment Advisers, LLC |
2026 Q1 |
4/28/2026 |
| Beacon Bank & Trust |
2026 Q1 |
4/28/2026 |
| Stephens Investment Management Group LLC |
2026 Q1 |
4/28/2026 |
| Raleigh Capital Management Inc. |
2026 Q1 |
4/28/2026 |
| Steigerwald, Gordon & Koch Inc. |
2026 Q1 |
4/28/2026 |
| Berger Financial Group, Inc |
2026 Q1 |
4/28/2026 |
| Astoria Portfolio Advisors LLC. |
2026 Q1 |
4/28/2026 |
| CORE WEALTH ADVISORS, LLC |
2026 Q1 |
4/28/2026 |
| AdvisorShares Investments LLC |
2026 Q1 |
4/28/2026 |
| HealthCor Partners Management LP |
2026 Q1 |
4/28/2026 |
| GM Advisory Group, LLC |
2026 Q1 |
4/28/2026 |
| LEE DANNER & BASS INC |
2026 Q1 |
4/28/2026 |
| Ascentis Independent Advisors |
2026 Q1 |
4/28/2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| Indiana Trust & Investment Management Co |
2026 Q1 |
4/28/2026 |
| HBE Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2026 Q1 |
4/28/2026 |
| Parrish Capital LLC |
2026 Q1 |
4/28/2026 |
| Parrish Capital LLC |
2025 Q4 |
4/28/2026 |
| LVZ, Inc. |
2026 Q1 |
4/28/2026 |
| Seascape Capital Management |
2026 Q1 |
4/28/2026 |
| STEPHENS INC /AR/ |
2026 Q1 |
4/28/2026 |
| WILSEY ASSET MANAGEMENT INC |
2026 Q1 |
4/28/2026 |
| Powers Capital, LLC |
2026 Q1 |
4/28/2026 |
| BAXTER BROS INC |
2026 Q1 |
4/28/2026 |
| Hardy Reed LLC |
2026 Q1 |
4/28/2026 |
| Share Andrew L. |
2026 Q1 |
4/28/2026 |
| Oceanside Advisors LLC |
2026 Q1 |
4/28/2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/28/2026 |
| GREATMARK INVESTMENT PARTNERS, INC. |
2026 Q1 |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2025 Q2 - RESTATEMENT |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2025 Q3 - RESTATEMENT |
4/28/2026 |