| BlueSky Wealth Advisors, LLC |
2026 Q2 |
7/28/2026 |
| Paladin Advisory Group, LLC |
2026 Q2 |
7/28/2026 |
| Seven Post Investment Office LP |
2026 Q2 |
7/28/2026 |
| Hartmann Taylor Wealth Management, LLC |
2026 Q2 |
7/28/2026 |
| INCA Investments LLC |
2026 Q2 |
7/28/2026 |
| TRUIST FINANCIAL CORP |
2026 Q2 |
7/28/2026 |
| KANAWHA CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/28/2026 |
| Fundamenta Capital S.A. |
2025 Q4 - RESTATEMENT |
7/28/2026 |
| Fundamenta Capital S.A. |
2026 Q2 |
7/28/2026 |
| Applied Finance Capital Management, LLC |
2026 Q2 |
7/28/2026 |
| CORTLAND ASSOCIATES INC/MO |
2026 Q2 |
7/28/2026 |
| Wilmington Savings Fund Society, FSB |
2026 Q2 |
7/28/2026 |
| Sterling Capital Management LLC |
2026 Q2 |
7/28/2026 |
| JSF Financial, LLC |
2026 Q2 |
7/28/2026 |
| Lubar & Co., Inc |
2026 Q2 |
7/28/2026 |
| Emissary Wealth LLC |
2026 Q2 |
7/28/2026 |
| MA Private Wealth |
2026 Q2 |
7/28/2026 |
| ALTA CAPITAL MANAGEMENT LLC/ |
2026 Q2 |
7/28/2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2026 Q2 |
7/28/2026 |
| LFA - Lugano Financial Advisors SA |
2026 Q2 |
7/28/2026 |
| Harbor Advisors LLC |
2026 Q2 |
7/28/2026 |
| Aubrey Capital Management Ltd |
2026 Q2 |
7/28/2026 |
| KEYBANK NATIONAL ASSOCIATION/OH |
2026 Q2 |
7/28/2026 |
| Wesleyan Assurance Society |
2026 Q2 |
7/28/2026 |
| OP Asset Management Ltd |
2026 Q2 |
7/28/2026 |
| Prosperity Financial Group, Inc. |
2026 Q2 |
7/28/2026 |
| Asset Management One Co., Ltd. |
2026 Q2 |
7/28/2026 |
| Sanofi |
2026 Q2 |
7/28/2026 |
| KFA Private Wealth Group, LLC |
2026 Q2 |
7/28/2026 |
| Marks Group Wealth Management, Inc |
2026 Q2 |
7/27/2026 |
| Navalign, LLC |
2026 Q2 |
7/27/2026 |
| Key Capital Management, INC |
2026 Q2 |
7/27/2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2026 Q2 |
7/27/2026 |
| Chicago Capital, LLC |
2026 Q2 |
7/27/2026 |
| Atlas Private Wealth Advisors |
2026 Q2 |
7/27/2026 |
| URS Advisory LLC |
2026 Q2 |
7/27/2026 |
| Ascension Capital Advisors, Inc. |
2026 Q2 |
7/27/2026 |
| QUARRY HILL ADVISORS, LLC |
2026 Q2 |
7/27/2026 |
| New Insight Wealth Advisors |
2026 Q2 |
7/27/2026 |
| MOKAN Wealth Management Inc. |
2026 Q2 |
7/27/2026 |
| Northern Financial Advisors Inc |
2026 Q2 |
7/27/2026 |
| WHITTIER TRUST CO OF NEVADA INC |
2026 Q2 |
7/27/2026 |
| Clear Creek Financial Management, LLC |
2026 Q2 |
7/27/2026 |
| Town Capital LLC |
2026 Q2 |
7/27/2026 |
| WHITTIER TRUST CO |
2026 Q2 |
7/27/2026 |
| Virginia Estate & Retirement Planning Advisors Inc. |
2026 Q2 |
7/27/2026 |
| Werba Rubin Papier Wealth Management |
2026 Q2 |
7/27/2026 |
| Borer Denton & Associates, Inc. |
2026 Q2 |
7/27/2026 |
| FMB WEALTH MANAGEMENT |
2026 Q2 |
7/27/2026 |
| Equity Wealth Partners, LLC |
2026 Q2 |
7/27/2026 |
| P.A.W. CAPITAL CORP |
2026 Q2 |
7/27/2026 |
| Pioneer Family Office, LLC |
2026 Q2 |
7/27/2026 |
| Lauterbach Financial Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust |
2026 Q2 |
7/27/2026 |
| Kure Advisory, LLC |
2026 Q2 |
7/27/2026 |
| NOVUS ADVISORS, LLC |
2026 Q2 |
7/27/2026 |
| ACUTE INVESTMENT ADVISORY, LLC |
2026 Q2 |
7/27/2026 |
| Sellwood Investment Partners LLC |
2026 Q2 |
7/27/2026 |
| Strategic Financial Concepts, LLC |
2026 Q2 |
7/27/2026 |
| Latitude Advisors, LLC |
2026 Q2 |
7/27/2026 |
| TAIYO LIFE INSURANCE CO |
2026 Q2 |
7/27/2026 |
| ProCore Advisors, LLC |
2026 Q2 |
7/27/2026 |
| TMT General Partner Ltd |
2026 Q2 |
7/27/2026 |
| Rockport Wealth LLC |
2026 Q2 |
7/27/2026 |
| Straight Path Wealth Management |
2026 Q2 |
7/27/2026 |
| Generate Investment Management Ltd |
2026 Q2 |
7/27/2026 |
| Trivant Custom Portfolio Group, LLC |
2026 Q2 |
7/27/2026 |
| Accordant Advisory Group Inc |
2026 Q2 |
7/27/2026 |
| Cedar Point Capital Partners, LLC |
2026 Q2 |
7/27/2026 |
| Ascentis Wealth Management, LLC |
2026 Q2 |
7/27/2026 |
| Independent Wealth Advisors LLC |
2026 Q2 |
7/27/2026 |
| Valley Brook Capital Group, Inc. |
2026 Q2 |
7/27/2026 |
| BLUELINE ADVISORS LLC |
2026 Q2 |
7/27/2026 |
| Samalin Investment Counsel, LLC |
2026 Q2 |
7/27/2026 |
| Warner Group LLC |
2026 Q2 |
7/27/2026 |
| Tilson Financial Group, Inc. |
2026 Q2 |
7/27/2026 |
| Bernardo Wealth Planning LLC |
2026 Q2 |
7/27/2026 |
| Atlas Wealth Partners, LLC |
2026 Q2 |
7/27/2026 |
| Royal Harbor Partners, LLC |
2026 Q2 |
7/27/2026 |
| Pacific Asset Management, LLC |
2026 Q2 |
7/27/2026 |
| Krilogy Financial LLC |
2026 Q2 |
7/27/2026 |
| NIXON PEABODY TRUST CO |
2026 Q2 |
7/27/2026 |
| Richmond Investment Services, LLC |
2026 Q2 |
7/27/2026 |
| Capstone Wealth Management Group, Inc. |
2026 Q2 |
7/27/2026 |
| RWC Asset Management LLP |
2026 Q2 |
7/27/2026 |
| Clare Market Investments LLC |
2026 Q2 |
7/27/2026 |
| Allegiance Financial Group Advisory Services LLC |
2026 Q2 |
7/27/2026 |
| Values Added Financial LLC |
2026 Q2 |
7/27/2026 |
| Prossimo Advisors, LLC |
2026 Q2 |
7/27/2026 |
| IBEX WEALTH ADVISORS |
2026 Q2 |
7/27/2026 |
| MTM FINANCIAL GROUP, LLC |
2026 Q2 |
7/27/2026 |
| Merkkuri Wealth Advisors LLC |
2026 Q2 |
7/27/2026 |
| Minneapolis Portfolio Management Group, LLC |
2026 Q2 |
7/27/2026 |
| OPINICUS CAPITAL, INC. |
2026 Q2 |
7/27/2026 |
| Unified Investment Management |
2026 Q2 |
7/27/2026 |
| PITTENGER & ANDERSON INC |
2026 Q2 |
7/27/2026 |
| Artesa Financial Group, LLC |
2026 Q2 |
7/27/2026 |
| Birch Capital Management, LLC |
2026 Q2 |
7/27/2026 |
| Fullerton Advisors, LLC |
2026 Q2 |
7/27/2026 |
| MontVue Capital Management, Inc. |
2026 Q2 |
7/27/2026 |