| M Wealth Management, LLC |
2026 Q2 |
7/27/2026 |
| Capital Investment Counsel, Inc |
2026 Q2 |
7/27/2026 |
| Oceanside Advisors LLC |
2026 Q2 |
7/27/2026 |
| Compass Planning Associates Inc |
2026 Q2 |
7/27/2026 |
| T3 Companies, LLC |
2026 Q2 |
7/27/2026 |
| OCO Capital Partners, L.P. |
2026 Q2 |
7/27/2026 |
| Family Office Research LLC |
2026 Q2 |
7/27/2026 |
| Hilton Head Capital Partners, LLC |
2026 Q2 |
7/27/2026 |
| Dilation Capital Management LP |
2026 Q2 |
7/27/2026 |
| Asset Planning,Inc |
2026 Q2 |
7/27/2026 |
| Centennial Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Venture Visionary Partners LLC |
2026 Q2 |
7/27/2026 |
| GLR Partners, LLC |
2026 Q2 |
7/27/2026 |
| ASHTON THOMAS SECURITIES, LLC |
2026 Q2 |
7/27/2026 |
| Vistica Wealth Advisors, LLC |
2026 Q2 |
7/27/2026 |
| PCG ASSET MANAGEMENT, LLC |
2026 Q2 |
7/27/2026 |
| Truxt Investmentos Ltda. |
2026 Q2 |
7/27/2026 |
| WoodTrust Financial Corp |
2026 Q2 |
7/27/2026 |
| Border to Coast Pensions Partnership Ltd |
2026 Q2 |
7/27/2026 |
| Atwater Malick LLC |
2026 Q2 |
7/27/2026 |
| WOODMONT INVESTMENT COUNSEL LLC |
2026 Q2 |
7/27/2026 |
| Closed-End Fund Advisors, Inc. |
2026 Q2 |
7/27/2026 |
| Concurrent Investment Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Wilshire Advisors LLC |
2026 Q2 |
7/27/2026 |
| Detalus Advisors, LLC |
2026 Q2 |
7/27/2026 |
| Saber Capital Managment, LLC |
2026 Q2 |
7/27/2026 |
| HAMEL ASSOCIATES, INC. |
2026 Q2 |
7/27/2026 |
| Randall & Associates Wealth Management |
2026 Q2 |
7/27/2026 |
| Hedges Asset Management LLC |
2026 Q2 |
7/27/2026 |
| KINGSWOOD WEALTH ADVISORS, LLC |
2026 Q2 |
7/27/2026 |
| Spinecap SAS |
2026 Q2 |
7/27/2026 |
| Wrenne Financial Planning LLC |
2026 Q2 |
7/27/2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2026 Q2 |
7/27/2026 |
| Bancreek Capital Management, LP |
2026 Q2 |
7/27/2026 |
| PEOPLES BANK /OH |
2026 Q2 |
7/27/2026 |
| Investment Insight Wealth Management, LLC |
2026 Q2 |
7/27/2026 |
| Philip James Wealth Mangement, LLC |
2026 Q2 |
7/27/2026 |
| Provident Co of the Employees of the Hebrew University LTD |
2026 Q2 |
7/27/2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/27/2026 |
| Parkway Wealth Management Group, LLC |
2026 Q2 |
7/27/2026 |
| Great Hill Capital LLC |
2026 Q2 |
7/27/2026 |
| DT Investment Partners, LLC |
2026 Q2 |
7/27/2026 |
| Spear Holdings RSC Ltd |
2026 Q2 |
7/27/2026 |
| PBCay One RSC Ltd |
2026 Q2 |
7/27/2026 |
| Shengqi Capital (Hong Kong) Ltd |
2026 Q2 |
7/27/2026 |
| MARINER INVESTMENT GROUP LLC |
2026 Q2 |
7/24/2026 |
| Resonant Capital Advisors, LLC |
2026 Q2 |
7/24/2026 |
| Larry Mathis Financial Planning, LLC |
2026 Q2 - RESTATEMENT |
7/24/2026 |
| BXM Wealth LLC |
2026 Q2 |
7/24/2026 |
| Cassady Wealth & Retirement Planning, LLC |
2026 Q2 |
7/24/2026 |
| Oak Harvest Investment Services |
2026 Q2 |
7/24/2026 |
| Daviman Financial, LLC |
2026 Q2 |
7/24/2026 |
| Watchman Group, Inc. |
2026 Q2 |
7/24/2026 |
| CKW FINANCIAL GROUP |
2026 Q2 |
7/24/2026 |
| Fortune Financial Group, Inc. |
2026 Q2 |
7/24/2026 |
| Fairlight Advisors |
2026 Q2 |
7/24/2026 |
| Directional Asset Management |
2026 Q2 |
7/24/2026 |
| TABR Capital Management, LLC |
2026 Q2 |
7/24/2026 |
| Wall Capital Group, Inc. |
2026 Q2 |
7/24/2026 |
| Silver Lake Advisory, LLC |
2026 Q2 |
7/24/2026 |
| Sidoxia Capital Management, LLC |
2026 Q2 |
7/24/2026 |
| KPP Advisory Services LLC |
2026 Q2 |
7/24/2026 |
| XML Financial, LLC |
2026 Q2 |
7/24/2026 |
| Ridgeline Wealth Planning, LLC |
2026 Q2 |
7/24/2026 |
| Montz Harcus Wealth Management LLC |
2026 Q2 |
7/24/2026 |
| Compass Financial Services Inc |
2026 Q2 |
7/24/2026 |
| Beta Wealth Group, Inc. |
2026 Q2 |
7/24/2026 |
| Vest Financial, LLC |
2026 Q2 |
7/24/2026 |
| L.K. Benson & Company, P.C. |
2026 Q2 |
7/24/2026 |
| Penobscot Investment Management Company, Inc. |
2026 Q2 |
7/24/2026 |
| SURIENCE PRIVATE WEALTH LLC |
2026 Q2 |
7/24/2026 |
| Tenon Financial LLC |
2026 Q2 |
7/24/2026 |
| FELL CAPITAL MANAGEMENT /ADV |
2026 Q2 |
7/24/2026 |
| SimpliFi, Inc. |
2026 Q2 |
7/24/2026 |
| Wolfstich Capital, LLC |
2026 Q2 |
7/24/2026 |
| CPC Advisors, LLC |
2026 Q2 |
7/24/2026 |
| Tower View Wealth Management LLC |
2026 Q2 |
7/24/2026 |
| Conestoga Capital Advisors, LLC |
2026 Q2 |
7/24/2026 |
| Whelan Financial |
2026 Q2 |
7/24/2026 |
| Transce3nd, LLC |
2026 Q2 |
7/24/2026 |
| Avidian Wealth Enterprises, LLC |
2026 Q2 |
7/24/2026 |
| Vawter Financial, Ltd. |
2026 Q2 |
7/24/2026 |
| North Forty Two & Co. |
2026 Q2 |
7/24/2026 |
| D.A. DAVIDSON & CO. |
2026 Q2 |
7/24/2026 |
| Freedom Day Solutions, LLC |
2026 Q2 |
7/24/2026 |
| BENJAMIN EDWARDS INC |
2026 Q2 |
7/24/2026 |
| Columbia Bank |
2026 Q2 |
7/24/2026 |
| Noble Wealth Partners LLC |
2026 Q2 |
7/24/2026 |
| Trinity Legacy Partners, LLC |
2026 Q2 |
7/24/2026 |
| CRITERIA CAIXA, S.A.U. |
2026 Q2 |
7/24/2026 |
| Roble, Belko & Company, Inc |
2026 Q2 |
7/24/2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO |
2025 Q4 - NEW HOLDINGS |
7/24/2026 |
| OPTIMA CAPITAL LLC |
2026 Q2 |
7/24/2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO |
2026 Q1 - NEW HOLDINGS |
7/24/2026 |
| a16z Perennial Management, L.P. |
2026 Q2 |
7/24/2026 |
| BARRETT & COMPANY, INC. |
2026 Q2 |
7/24/2026 |
| FISCHER INVESTMENT STRATEGIES, LLC |
2026 Q2 |
7/24/2026 |
| Stronghold Wealth Management L.L.C. |
2026 Q2 |
7/24/2026 |
| Drystone LLC |
2026 Q2 |
7/24/2026 |
| TERRIL BROTHERS, INC. |
2026 Q2 |
7/24/2026 |