| Core Wealth Management, Inc. |
2026 Q1 |
4/28/2026 |
| MIO Partners, Inc. |
2026 Q1 |
4/28/2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2026 Q1 |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2025 Q1 - RESTATEMENT |
4/28/2026 |
| Strata Wealth Advisors, LLC |
2026 Q1 |
4/28/2026 |
| DGS Capital Management, LLC |
2026 Q1 |
4/28/2026 |
| M3F, Inc. |
2026 Q1 |
4/28/2026 |
| Fortune 45 LLC |
2026 Q1 |
4/28/2026 |
| Westbourne Investment Advisors, Inc. |
2026 Q1 |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2024 Q2 - RESTATEMENT |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2024 Q3 - RESTATEMENT |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2024 Q4 - RESTATEMENT |
4/28/2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2026 Q1 |
4/28/2026 |
| Fischer Financial Services, Inc. |
2026 Q1 |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q4 - RESTATEMENT |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2024 Q1 - RESTATEMENT |
4/28/2026 |
| Investment Advisory Services Group LLC |
2026 Q1 |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q3 - RESTATEMENT |
4/28/2026 |
| CABANA LLC |
2026 Q1 |
4/28/2026 |
| Family CFO Inc |
2026 Q1 |
4/28/2026 |
| Cohen Investment Advisors LLC |
2026 Q1 |
4/28/2026 |
| RHS Financial, LLC |
2026 Q1 |
4/28/2026 |
| Sheridan Capital Management, LLC |
2026 Q1 |
4/28/2026 |
| Probity Advisors, Inc. |
2026 Q1 |
4/28/2026 |
| PCG Wealth Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Goldstein Advisors, LLC |
2026 Q1 |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2022 Q4 - RESTATEMENT |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q1 - RESTATEMENT |
4/28/2026 |
| Bolthouse Investments, LLC |
2026 Q1 |
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q2 - RESTATEMENT |
4/28/2026 |
| Clay Northam Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| Unison Advisors LLC |
2026 Q1 |
4/28/2026 |
| Hapanowicz & Associates Financial Services, Inc |
2026 Q1 |
4/28/2026 |
| SAGE RHINO CAPITAL LLC |
2026 Q1 |
4/28/2026 |
| SHAYNE & JACOBS, LLC |
2026 Q1 |
4/28/2026 |
| Integrated Advisors Network LLC |
2026 Q1 |
4/28/2026 |
| ORBA Wealth Advisors, L.L.C. |
2026 Q1 |
4/28/2026 |
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/28/2026 |
| Halter Ferguson Financial Inc. |
2026 Q1 |
4/28/2026 |
| ALTFEST L J & CO INC |
2026 Q1 |
4/28/2026 |
| Golden State Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| Angeles Investment Advisors, LLC |
2026 Q1 |
4/28/2026 |
| MBL Wealth, LLC |
2026 Q1 |
4/28/2026 |
| Split Rock Private Trading & Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q1 |
4/28/2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q1 |
4/28/2026 |
| NTV ASSET MANAGEMENT LLC |
2026 Q1 |
4/28/2026 |
| Oriental Harbor Investment Master Fund |
2026 Q1 |
4/28/2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2026 Q1 |
4/28/2026 |
| Antonelli Financial Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Belpointe Asset Management LLC |
2026 Q1 |
4/28/2026 |
| Philip James Wealth Mangement, LLC |
2026 Q1 |
4/28/2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
2026 Q1 |
4/28/2026 |
| Spurstone Advisory Services, LLC |
2026 Q1 |
4/28/2026 |
| Fortis Capital Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Ascentis Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| Brickwood Asset Management LLP |
2026 Q1 |
4/28/2026 |
| Robertson Stephens Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| DDD Partners, LLC |
2026 Q1 |
4/28/2026 |
| Harbour Trust & Investment Management Co |
2026 Q1 |
4/28/2026 |
| TritonPoint Partners, LLC |
2026 Q1 |
4/28/2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2026 Q1 |
4/28/2026 |
| RW Investment Management LLC |
2026 Q1 |
4/28/2026 |
| Encompass More Asset Management |
2026 Q1 |
4/28/2026 |
| Timber Creek Capital Management LLC |
2026 Q1 |
4/28/2026 |
| Blue Sky Capital Consultants Group, Inc. |
2026 Q1 |
4/28/2026 |
| South Shore Capital Advisors |
2026 Q1 |
4/28/2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives |
2026 Q1 |
4/28/2026 |
| Stratos Investment Management, LLC |
2026 Q1 |
4/28/2026 |
| Stratos Wealth Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Stratos Wealth Partners, LTD. |
2026 Q1 |
4/28/2026 |
| Titan Investment Management LLC |
2026 Q1 |
4/28/2026 |
| SOUTHERN MICHIGAN BANK & TRUST |
2026 Q1 |
4/28/2026 |
| GOANNA CAPITAL MANAGEMENT LLC |
2025 Q4 |
4/28/2026 |
| Hobbs Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| LGT Financial Advisors LLC |
2026 Q1 |
4/28/2026 |
| CAP Partners, LLC |
2026 Q1 |
4/28/2026 |
| Clarity Retirement & Wealth, LLC |
2026 Q1 |
4/28/2026 |
| KANAWHA CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/28/2026 |
| STRATEGIC VALUE BANK PARTNERS LLC |
2026 Q1 |
4/28/2026 |
| W.H. Cornerstone Investments Inc. |
2026 Q1 |
4/28/2026 |
| Argyle Capital Management, LLC |
2026 Q1 |
4/28/2026 |
| McGinn Penninger Investment Management, Inc. |
2026 Q1 |
4/28/2026 |
| HARBOR CAPITAL ADVISORS, INC. |
2026 Q1 |
4/28/2026 |
| KINGSWOOD WEALTH ADVISORS, LLC |
2026 Q1 |
4/28/2026 |
| EDMP, INC. |
2026 Q1 |
4/28/2026 |
| Winthrop Capital Management, LLC |
2026 Q1 |
4/28/2026 |
| PFA Pension, Forsikringsaktieselskab |
2026 Q1 |
4/28/2026 |
| BW Gestao de Investimentos Ltda. |
2026 Q1 |
4/28/2026 |
| ATTICUS WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/28/2026 |
| Handelsbanken Fonder AB |
2026 Q1 |
4/28/2026 |
| Oxler Private Wealth LLC |
2026 Q1 |
4/28/2026 |
| Q3 Asset Management |
2026 Q1 |
4/28/2026 |
| Bpifrance SA |
2026 Q1 |
4/28/2026 |
| Disciplined Equity Management, Inc. |
2026 Q1 |
4/28/2026 |
| AEW CAPITAL MANAGEMENT L P |
2026 Q1 |
4/28/2026 |
| Cobblestone Asset Management LLC |
2026 Q1 |
4/28/2026 |
| NBT BANK N A /NY |
2026 Q1 |
4/28/2026 |
| Quent Capital, LLC |
2026 Q1 |
4/28/2026 |
| Clear Retirement Advice LLC |
2026 Q1 |
4/28/2026 |