| FWG Investments, LLC. |
2026 Q2 |
7/28/2026 |
| MACKAY SHIELDS LLC |
2026 Q2 |
7/28/2026 |
| Financial Planning Navigators CORP |
2026 Q2 |
7/28/2026 |
| Advisor Resource Council |
2026 Q2 |
7/28/2026 |
| RHODES INVESTMENT ADVISORS INC /ADV |
2026 Q2 |
7/28/2026 |
| Sepio Capital, LP |
2026 Q2 |
7/28/2026 |
| 25 LLC |
2026 Q2 |
7/28/2026 |
| Howard Capital Management, LLC |
2026 Q2 |
7/28/2026 |
| SIGMA INVESTMENT COUNSELORS INC |
2026 Q2 |
7/28/2026 |
| VESTOR CAPITAL, LLC |
2026 Q2 |
7/28/2026 |
| Atlas Venture Advisors, Inc. |
2026 Q2 |
7/28/2026 |
| Lorne Steinberg Wealth Management Inc. |
2026 Q2 |
7/28/2026 |
| North Berkeley Wealth Management, LLC |
2026 Q2 |
7/28/2026 |
| GuidedMoney, LLC |
2026 Q2 |
7/28/2026 |
| Community Bank of Raymore |
2026 Q2 |
7/28/2026 |
| Brown Financial Advisory |
2026 Q2 |
7/28/2026 |
| RPOA Advisors, Inc. |
2026 Q2 |
7/28/2026 |
| Grange Capital, LLC |
2026 Q2 |
7/28/2026 |
| Institute for Wealth Management, LLC. |
2026 Q2 |
7/28/2026 |
| Davidson Capital Management Inc. |
2026 Q2 |
7/28/2026 |
| BankPlus Trust Department |
2026 Q2 |
7/28/2026 |
| Level Wealth Management LLC |
2026 Q2 |
7/28/2026 |
| BRIAN LOW FINANCIAL GROUP, LLC |
2026 Q2 |
7/28/2026 |
| PROVIDENT TRUST CO |
2026 Q2 |
7/28/2026 |
| Gilbert & Cook, Inc. |
2026 Q2 |
7/28/2026 |
| Burford Brothers, Inc. |
2026 Q2 |
7/28/2026 |
| Inlight Wealth Management, LLC |
2026 Q2 |
7/28/2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC |
2026 Q2 |
7/28/2026 |
| MIZUHO SECURITIES USA LLC |
2026 Q2 - NEW HOLDINGS |
7/28/2026 |
| Steele Capital Management, Inc. |
2026 Q2 |
7/28/2026 |
| BHK Investment Advisors, LLC |
2026 Q2 |
7/28/2026 |
| Kestra Advisory Services, LLC |
2026 Q2 |
7/28/2026 |
| Mengis Capital Management, Inc. |
2026 Q2 |
7/28/2026 |
| SIMON QUICK ADVISORS, LLC |
2026 Q2 |
7/28/2026 |
| Purewater Capital LLC |
2026 Q2 |
7/28/2026 |
| Heritage Wealth Management, Inc. |
2026 Q2 |
7/28/2026 |
| WESBANCO BANK INC |
2026 Q2 |
7/28/2026 |
| Maia Wealth LLC |
2026 Q2 |
7/28/2026 |
| Strategic Advisors LLC |
2026 Q2 |
7/28/2026 |
| PRIVATE TRUST CO NA |
2026 Q2 |
7/28/2026 |
| Nikulski Financial, Inc. |
2026 Q2 |
7/28/2026 |
| Share Andrew L. |
2026 Q2 |
7/28/2026 |
| Intentional Wealth Strategies, LLC |
2026 Q2 |
7/28/2026 |
| Rothschild & Co Wealth Management UK Ltd |
2026 Q2 |
7/28/2026 |
| Livet Wealth, LLC |
2026 Q2 |
7/28/2026 |
| Z3 Capital Partners, LLC |
2026 Q2 |
7/28/2026 |
| Bull Street Advisors, LLC |
2026 Q2 |
7/28/2026 |
| Raab & Moskowitz Asset Management LLC |
2026 Q2 |
7/28/2026 |
| CHANNING GLOBAL ADVISORS, LLC |
2026 Q2 |
7/28/2026 |
| Villanova Investment Management Co LLC |
2026 Q2 |
7/28/2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2026 Q2 |
7/28/2026 |
| RPM Capital Partners, LLC |
2026 Q2 |
7/28/2026 |
| JMAC ENTERPRISES LLC |
2026 Q2 |
7/28/2026 |
| PIPER SANDLER & CO. |
2026 Q2 |
7/28/2026 |
| Lionshead Wealth Management, LLC |
2026 Q2 |
7/28/2026 |
| POINCIANA ADVISORS GROUP, LLC |
2026 Q2 |
7/28/2026 |
| MCDONALD PARTNERS LLC |
2026 Q2 |
7/28/2026 |
| Millennium Capital Advisors, LLC |
2026 Q2 |
7/28/2026 |
| Trace Wealth Advisors, LLC |
2026 Q2 |
7/28/2026 |
| BEAM WEALTH ADVISORS, INC. |
2026 Q2 |
7/28/2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
2026 Q2 |
7/28/2026 |
| Ascentis Wealth Management, LLC |
2026 Q2 - RESTATEMENT |
7/28/2026 |
| Sterling Investment Advisors, Ltd. |
2026 Q2 |
7/28/2026 |
| Sageworth Trust Co |
2026 Q2 |
7/28/2026 |
| Pinnacle Bancorp, Inc. |
2026 Q2 |
7/28/2026 |
| Squire Investment Management Company, LLC |
2026 Q2 |
7/28/2026 |
| Prairiewood Capital, LLC |
2026 Q2 |
7/28/2026 |
| CapWealth Advisors, LLC |
2026 Q2 |
7/28/2026 |
| TLW Wealth Management, LLC |
2026 Q2 |
7/28/2026 |
| EPG Wealth Management LLC |
2026 Q2 |
7/28/2026 |
| Bay Harbor Wealth Management, LLC |
2026 Q2 |
7/28/2026 |
| Sageworth Trust Co of South Dakota |
2026 Q2 |
7/28/2026 |
| Erste Asset Management GmbH |
2026 Q2 |
7/28/2026 |
| Lantern Wealth Advisors, LLC |
2026 Q2 |
7/28/2026 |
| Canal Capital Management, LLC |
2026 Q2 |
7/28/2026 |
| Sowa Financial Group, Inc. |
2026 Q2 |
7/28/2026 |
| DDFG, Inc |
2026 Q2 |
7/28/2026 |
| CarsonAllaria Wealth Management, Ltd. |
2026 Q2 |
7/28/2026 |
| Baldwin Investment Management, LLC |
2026 Q2 |
7/28/2026 |
| Robeco Schweiz AG |
2026 Q2 |
7/28/2026 |
| Guild Investment Management, Inc. |
2026 Q2 |
7/28/2026 |
| Phillip James Consulting Co. |
2026 Q2 |
7/28/2026 |
| American Capital Advisory, LLC |
2026 Q2 |
7/28/2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC |
2026 Q2 |
7/28/2026 |
| 4Thought Financial Group Inc. |
2026 Q2 |
7/28/2026 |
| Wise Wealth Partners |
2026 Q2 |
7/28/2026 |
| SIMA Wealth Partners, LLC |
2026 Q2 |
7/28/2026 |
| Tolleson Wealth Management, Inc. |
2026 Q1 |
7/28/2026 |
| WealthPLAN Partners, LLC |
2026 Q2 |
7/28/2026 |
| Rosenthal | Henry Capital Advisors, Inc. |
2026 Q2 |
7/28/2026 |
| Harbour Trust & Investment Management Co |
2026 Q2 |
7/28/2026 |
| WealthPlan Investment Management, LLC |
2026 Q2 |
7/28/2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2026 Q2 |
7/28/2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2026 Q2 |
7/28/2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2026 Q2 |
7/28/2026 |
| ROBERT WOOD JOHNSON FOUNDATION |
2026 Q2 |
7/28/2026 |
| CERTUITY, LLC |
2026 Q2 |
7/28/2026 |
| Greystone Financial Group, LLC |
2026 Q2 |
7/28/2026 |
| Element Squared LLC |
2026 Q2 |
7/28/2026 |
| Fundamenta Capital S.A. |
2026 Q1 - RESTATEMENT |
7/28/2026 |