| MONTRUSCO BOLTON INVESTMENTS INC. |
2026 Q1 |
4/28/2026 |
| Ariose Capital Management Ltd |
2026 Q1 |
4/28/2026 |
| St. Johns Investment Management Company, LLC |
2026 Q1 |
4/28/2026 |
| HOWE & RUSLING INC |
2026 Q1 |
4/28/2026 |
| Kepler Cheuvreux (Suisse) SA |
2026 Q1 |
4/28/2026 |
| BRIGHTON JONES LLC |
2026 Q1 |
4/28/2026 |
| BLB&B Advisors, LLC |
2026 Q1 |
4/28/2026 |
| PARTHENON LLC |
2026 Q1 |
4/28/2026 |
| Journey Beyond Wealth, LLC |
2026 Q1 |
4/28/2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. |
2026 Q1 |
4/28/2026 |
| Private Wealth Partners, LLC |
2026 Q1 |
4/28/2026 |
| Northstar Group, Inc. |
2026 Q1 |
4/28/2026 |
| Paller Financial Services Inc |
2026 Q1 |
4/28/2026 |
| OAKLAND FINANCIAL CORP |
2026 Q1 |
4/28/2026 |
| Cherokee Insurance Co |
2026 Q1 |
4/28/2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO |
2026 Q1 |
4/28/2026 |
| PRAXIS INVESTMENT MANAGEMENT INC |
2026 Q1 |
4/28/2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2026 Q1 |
4/28/2026 |
| Peak Financial Management, Inc. |
2026 Q1 |
4/28/2026 |
| K.J. Harrison & Partners Inc |
2026 Q1 |
4/28/2026 |
| Bryant Woods Investment Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Walkner Condon Financial Advisors LLC |
2026 Q1 |
4/28/2026 |
| Walter Public Investments Inc. |
2026 Q1 |
4/28/2026 |
| TI-TRUST, INC |
2026 Q1 |
4/28/2026 |
| WEALTH MANAGEMENT RESOURCES, INC. |
2026 Q1 |
4/28/2026 |
| Hillcrest Wealth Advisors - NY, LLC |
2026 Q1 |
4/28/2026 |
| Mokosak Advisory Group, LLC |
2026 Q1 |
4/28/2026 |
| Bravias Capital Group, LLC |
2026 Q1 |
4/28/2026 |
| Powerhouse Assets LLC |
2026 Q1 |
4/28/2026 |
| Dean, Jacobson Financial Services, LLC |
2026 Q1 |
4/28/2026 |
| Northern Financial Advisors Inc |
2026 Q1 |
4/28/2026 |
| Lansing Street Advisors |
2026 Q1 |
4/28/2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2026 Q1 |
4/28/2026 |
| MOUNT VERNON ASSOCIATES INC /MD/ |
2026 Q1 |
4/28/2026 |
| Wellment Financial |
2026 Q1 |
4/28/2026 |
| LGT Group Foundation |
2026 Q1 |
4/28/2026 |
| Jacksonville Wealth Management, LLC |
2026 Q1 |
4/28/2026 |
| LGT Fund Management Co Ltd. |
2026 Q1 |
4/28/2026 |
| FLAGSHIP HARBOR ADVISORS, LLC |
2026 Q1 |
4/28/2026 |
| Alecta Tjanstepension Omsesidigt |
2026 Q1 |
4/28/2026 |
| Samson Rock Capital LLP |
2026 Q1 - RESTATEMENT |
4/28/2026 |
| GUARDCAP ASSET MANAGEMENT Ltd |
2026 Q1 |
4/28/2026 |
| OVERSEA-CHINESE BANKING Corp Ltd |
2025 Q4 - RESTATEMENT |
4/28/2026 |
| OVERSEA-CHINESE BANKING Corp Ltd |
2026 Q1 |
4/28/2026 |
| Rising Stella Capital Pte. Ltd |
2026 Q1 |
4/27/2026 |
| SBI Okasan Asset Management Co.Ltd. |
2026 Q1 |
4/27/2026 |
| China Universal Asset Management Co., Ltd. |
2026 Q1 |
4/27/2026 |
| EXENCIAL WEALTH ADVISORS, LLC |
2026 Q1 |
4/27/2026 |
| OARSMAN CAPITAL, INC. |
2026 Q1 |
4/27/2026 |
| BAKER BOYER NATIONAL BANK |
2026 Q1 |
4/27/2026 |
| Ryan Investment Management, Inc. |
2026 Q1 |
4/27/2026 |
| Insight Inv LLC |
2026 Q1 |
4/27/2026 |
| COOPER INVESTORS PTY LTD |
2026 Q1 |
4/27/2026 |
| SBI Securities Co., Ltd. |
2026 Q1 |
4/27/2026 |
| NOVUS ADVISORS, LLC |
2026 Q1 |
4/27/2026 |
| Farnam Financial LLC |
2026 Q1 |
4/27/2026 |
| Topor & Co. Korea |
2026 Q1 |
4/27/2026 |
| Portland Financial Advisors Inc |
2026 Q1 |
4/27/2026 |
| ARRIEN INVESTMENTS, INC. |
2026 Q1 |
4/27/2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/27/2026 |
| IRON Financial LLC |
2026 Q1 |
4/27/2026 |
| SIERRA OCEAN, LLC |
2026 Q1 |
4/27/2026 |
| Altus Wealth Group LLC |
2026 Q1 |
4/27/2026 |
| Chicago Capital Management, LLC |
2026 Q1 |
4/27/2026 |
| Leelyn Smith, LLC |
2026 Q1 |
4/27/2026 |
| Hendershot Investments Inc. |
2026 Q1 |
4/27/2026 |
| Lafayette Investments, Inc. |
2026 Q1 |
4/27/2026 |
| QRG CAPITAL MANAGEMENT, INC. |
2026 Q1 |
4/27/2026 |
| Wealthstar Advisors, LLC |
2026 Q1 |
4/27/2026 |
| Level Wealth Management LLC |
2026 Q1 |
4/27/2026 |
| Nipun Capital, L.P. |
2026 Q1 |
4/27/2026 |
| Appalachian Capital Management Ltd |
2026 Q1 |
4/27/2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
2026 Q1 |
4/27/2026 |
| Arcadia Wealth Management, LLC |
2026 Q1 |
4/27/2026 |
| Apeiron RIA LLC |
2026 Q1 |
4/27/2026 |
| Burford Brothers, Inc. |
2026 Q1 |
4/27/2026 |
| TCI Wealth Advisors, Inc. |
2026 Q1 |
4/27/2026 |
| Tensor Edge Capital, LLC |
2026 Q1 |
4/27/2026 |
| Oxbow Advisors, LLC |
2026 Q1 |
4/27/2026 |
| Syntegra Private Wealth Group, LLC |
2026 Q1 |
4/27/2026 |
| Lesa Sroufe & Co |
2026 Q1 |
4/27/2026 |
| Simplify Asset Management Inc. |
2026 Q1 |
4/27/2026 |
| Integrity Wealth Partners, LLC |
2026 Q1 |
4/27/2026 |
| Counterpoint Mutual Funds LLC |
2026 Q1 |
4/27/2026 |
| Mustard Seed Financial, LLC |
2026 Q1 |
4/27/2026 |
| Moran Wealth Management, LLC |
2026 Q1 |
4/27/2026 |
| Portman Square Capital LLP |
2026 Q1 |
4/27/2026 |
| HB Wealth Management, LLC |
2026 Q1 |
4/27/2026 |
| BCK Partners, Inc. |
2026 Q1 |
4/27/2026 |
| PLIMOTH TRUST CO LLC |
2026 Q1 |
4/27/2026 |
| NIXON PEABODY TRUST CO |
2026 Q1 |
4/27/2026 |
| Beacon Financial Advisory LLC |
2026 Q1 |
4/27/2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2026 Q1 |
4/27/2026 |
| Vivid Wealth Management, LLC |
2026 Q1 |
4/27/2026 |
| EVOLUTION WEALTH MANAGEMENT INC. |
2026 Q1 |
4/27/2026 |
| Tanglewood Legacy Advisors, LLC |
2026 Q1 |
4/27/2026 |
| Rareview Capital LLC |
2026 Q1 |
4/27/2026 |
| WBH ADVISORY INC |
2026 Q1 |
4/27/2026 |
| Turn8 Private Wealth Inc. |
2026 Q1 |
4/27/2026 |
| Meramec Financial Planners, LLC |
2026 Q1 |
4/27/2026 |