| Trademark Financial Management, LLC |
2026 Q2 |
7/27/2026 |
| Collar Capital Management, LLC |
2026 Q2 |
7/27/2026 |
| SageGuard Financial Group, LLC |
2026 Q2 |
7/27/2026 |
| Florida Trust Wealth Management Co |
2026 Q2 |
7/27/2026 |
| Petros Family Wealth, LLC |
2026 Q2 |
7/27/2026 |
| Northwest Financial Advisors |
2026 Q2 |
7/27/2026 |
| ADG Wealth Management Group, LLC |
2026 Q2 |
7/27/2026 |
| WealthTrust Asset Management, LLC |
2026 Q2 |
7/27/2026 |
| EnRich Financial Partners LLC |
2026 Q2 |
7/27/2026 |
| Financially Speaking Inc |
2026 Q2 |
7/27/2026 |
| Monument Group Wealth Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Whipplewood Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Westbourne Investment Advisors, Inc. |
2026 Q2 |
7/27/2026 |
| Parkwoods Wealth Partners, LLC |
2026 Q2 |
7/27/2026 |
| INVICTUS PRIVATE WEALTH, LLC |
2026 Q2 |
7/27/2026 |
| RMR Capital Management, LLC |
2026 Q2 |
7/27/2026 |
| PCA Investment Advisory Services Inc. |
2026 Q2 |
7/27/2026 |
| Turtle Creek Wealth Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Cornerstone Wealth Group, LLC |
2026 Q2 |
7/27/2026 |
| Kroeger Financial Partners |
2026 Q2 |
7/27/2026 |
| SFI Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Caprock Group, LLC |
2026 Q2 |
7/27/2026 |
| HILLMAN CO |
2026 Q2 |
7/27/2026 |
| Dynamic Financial Group |
2026 Q2 |
7/27/2026 |
| Claret Asset Management Corp |
2026 Q2 |
7/27/2026 |
| Providence First Trust Co |
2026 Q2 |
7/27/2026 |
| eCIO, Inc. |
2026 Q2 |
7/27/2026 |
| Seneca Financial Advisors LLC |
2026 Q2 |
7/27/2026 |
| J. Team Financial, Inc. |
2026 Q2 |
7/27/2026 |
| PUREfi Wealth, LLC |
2026 Q2 |
7/27/2026 |
| 3EDGE Asset Management, LP |
2026 Q2 |
7/27/2026 |
| Arnhold LLC |
2026 Q2 |
7/27/2026 |
| U S GLOBAL INVESTORS INC |
2026 Q2 |
7/27/2026 |
| BROWN CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/27/2026 |
| Codex Capital Asset Management L.L.C. |
2026 Q2 |
7/27/2026 |
| First Fiduciary Investment Counsel, Inc. |
2026 Q2 |
7/27/2026 |
| Tandem Investment Partners LLC |
2026 Q2 |
7/27/2026 |
| Moss Adams Wealth Advisors LLC |
2026 Q2 |
7/27/2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/27/2026 |
| Parcion Private Wealth LLC |
2026 Q2 |
7/27/2026 |
| Fenelon Opportunity Fund Inc. |
2026 Q2 |
7/27/2026 |
| Broussard Financial Group LLC |
2026 Q2 |
7/27/2026 |
| USCF Advisers LLC |
2026 Q2 |
7/27/2026 |
| Grey Ledge Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Bridgewealth Advisory Group, LLC |
2026 Q2 |
7/27/2026 |
| BASSO CAPITAL MANAGEMENT, L.P. |
2026 Q2 |
7/27/2026 |
| Tanglewood Wealth Management, Inc. |
2026 Q2 |
7/27/2026 |
| Planning Strategies Inc. |
2026 Q2 |
7/27/2026 |
| BAKER BOYER NATIONAL BANK |
2026 Q2 |
7/27/2026 |
| Blume Capital Management, Inc. |
2026 Q2 |
7/27/2026 |
| New England Capital Financial Advisors LLC |
2026 Q2 |
7/27/2026 |
| First Nebraska Trust Co |
2012 Q3 |
7/27/2026 |
| Three Bridge Wealth Advisors, LLC |
2026 Q2 |
7/27/2026 |
| QTR Family Wealth, LLC |
2026 Q2 |
7/27/2026 |
| Concord Asset Management, LLC/VA |
2026 Q2 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2024 Q4 |
7/27/2026 |
| MATHER GROUP, LLC. |
2026 Q2 |
7/27/2026 |
| Gladstone Institutional Advisory LLC |
2026 Q2 |
7/27/2026 |
| CULLEN/FROST BANKERS, INC. |
2026 Q2 |
7/27/2026 |
| Frank, Rimerman Advisors LLC |
2026 Q2 |
7/27/2026 |
| Catherine Avery Investment Management LLC |
2026 Q2 |
7/27/2026 |
| E&R Wealth Management, LLC |
2026 Q2 |
7/27/2026 |
| Muzinich & Co., Inc. |
2026 Q2 |
7/27/2026 |
| Richard Young Associates, Ltd. |
2026 Q2 |
7/27/2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC |
2026 Q2 |
7/27/2026 |
| CHILDRESS CAPITAL ADVISORS, LLC |
2026 Q2 |
7/27/2026 |
| CONTINENTAL ADVISORS LLC |
2026 Q2 |
7/27/2026 |
| HOEY INVESTMENTS, INC |
2026 Q2 |
7/27/2026 |
| First Nebraska Trust Co |
2012 Q4 |
7/27/2026 |
| Nabity-Jensen Investment Management Inc |
2026 Q2 |
7/27/2026 |
| Walkner Condon Financial Advisors LLC |
2026 Q2 |
7/27/2026 |
| Trueblood Wealth Management, LLC |
2026 Q2 |
7/27/2026 |
| FLAGSHIP WEALTH ADVISORS, LLC |
2026 Q2 |
7/27/2026 |
| ASK CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/27/2026 |
| Lynx Investment Advisory |
2026 Q2 |
7/27/2026 |
| Archvest Wealth Advisors, Inc. |
2026 Q2 |
7/27/2026 |
| Elevation Capital Advisory, LLC |
2026 Q2 |
7/27/2026 |
| Riverpoint Wealth Management Holdings, LLC |
2026 Q2 |
7/27/2026 |
| RFG - Bristol Wealth Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Concord Wealth Partners |
2026 Q2 |
7/27/2026 |
| McGuire Investment Group, LLC |
2026 Q2 |
7/27/2026 |
| SEARLE & CO. |
2026 Q2 |
7/27/2026 |
| Torrey Growth & Income Advisors |
2026 Q2 |
7/27/2026 |
| Seed Wealth Management, Inc. |
2026 Q2 |
7/27/2026 |
| Clarity Wealth Development LLC |
2026 Q2 |
7/27/2026 |
| TKG Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Opulen Financial Group LLC |
2026 Q2 |
7/27/2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/27/2026 |
| Morey & Quinn Wealth Partners, LLC |
2026 Q2 |
7/27/2026 |
| Jordan Park Trust Co LLC |
2026 Q2 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q2 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2013 Q4 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q1 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q3 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q4 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q1 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q2 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q3 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q4 |
7/27/2026 |
| RAFFA WEALTH MANAGEMENT, LLC |
2016 Q1 |
7/27/2026 |