| CRA Financial Services, LLC |
2026 Q2 |
7/24/2026 |
| TCV Trust & Wealth Management, Inc. |
2026 Q2 |
7/24/2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2026 Q2 |
7/24/2026 |
| Boston Trust Walden Corp |
2026 Q2 |
7/24/2026 |
| Narwhal Capital Management |
2026 Q2 |
7/24/2026 |
| Brookmont Capital Management |
2026 Q2 |
7/24/2026 |
| MADDEN SECURITIES Corp |
2026 Q2 |
7/24/2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd |
2026 Q2 |
7/24/2026 |
| Meredith Wealth Planning |
2026 Q2 |
7/24/2026 |
| BFI Infinity Ltd. |
2025 Q2 - RESTATEMENT |
7/24/2026 |
| Grey Rock Energy Management, LLC |
2026 Q2 |
7/24/2026 |
| BFI Infinity Ltd. |
2025 Q3 - RESTATEMENT |
7/24/2026 |
| BFI Infinity Ltd. |
2025 Q4 - RESTATEMENT |
7/24/2026 |
| BFI Infinity Ltd. |
2026 Q1 - RESTATEMENT |
7/24/2026 |
| GREENWOOD GEARHART LLC |
2026 Q2 |
7/24/2026 |
| Donor Advised Charitable Giving, Inc. |
2026 Q2 |
7/24/2026 |
| Investment Partners Asset Management, Inc. |
2026 Q2 |
7/24/2026 |
| Legacy Advisors, LLC |
2026 Q2 |
7/24/2026 |
| JAMES INVESTMENT RESEARCH, INC. |
2026 Q2 |
7/24/2026 |
| Blossom Wealth Management |
2026 Q2 |
7/24/2026 |
| SEMITAM BONAM LLC |
2026 Q2 |
7/24/2026 |
| DORVAL Corp |
2026 Q2 |
7/24/2026 |
| Silver Coast Investments LLC |
2026 Q2 |
7/24/2026 |
| Lansing Street Advisors |
2026 Q2 |
7/24/2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q2 |
7/24/2026 |
| EdgeRock Capital LLC |
2026 Q2 |
7/24/2026 |
| Nelson Capital Management, LLC |
2026 Q2 |
7/24/2026 |
| Clarity Wealth Advisors, LLC |
2026 Q2 |
7/24/2026 |
| Pine Valley Investments Ltd Liability Co |
2026 Q2 |
7/24/2026 |
| SEAMOUNT FINANCIAL GROUP INC |
2026 Q2 |
7/24/2026 |
| MBM WEALTH CONSULTANTS, LLC |
2026 Q2 |
7/24/2026 |
| Opus Financial Solutions LLC |
2026 Q2 |
7/24/2026 |
| Tiller Private Wealth, Inc. |
2026 Q2 |
7/24/2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2026 Q2 |
7/24/2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/24/2026 |
| BFI Infinity Ltd. |
2025 Q2 - RESTATEMENT |
7/24/2026 |
| ALLEN WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/24/2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2026 Q2 |
7/24/2026 |
| FIDUCIARY ADVISORS, INC. |
2026 Q2 |
7/24/2026 |
| Bogart Wealth, LLC |
2026 Q2 |
7/24/2026 |
| STONE LOFT WEALTH MANAGEMENT LLC |
2026 Q2 |
7/24/2026 |
| Cohalo Advisory LLC |
2026 Q2 |
7/24/2026 |
| Stonebridge Financial Group, LLC / MO |
2026 Q2 |
7/24/2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q1 - RESTATEMENT |
7/24/2026 |
| Prism Advisors, Inc. |
2026 Q2 |
7/24/2026 |
| Sunpointe, LLC |
2026 Q2 |
7/24/2026 |
| SPWM Advisors LLC |
2026 Q2 |
7/24/2026 |
| GREATMARK INVESTMENT PARTNERS, INC. |
2026 Q2 |
7/24/2026 |
| Xcel Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| BridgePort Financial Solutions, LLC |
2026 Q2 |
7/24/2026 |
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q2 |
7/24/2026 |
| DHJJ Financial Advisors, Ltd. |
2026 Q2 |
7/24/2026 |
| TMB Capital Partners, LLC |
2026 Q2 |
7/24/2026 |
| Wealth Advisory Solutions, LLC |
2026 Q2 |
7/24/2026 |
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q2 |
7/24/2026 |
| Clarus Group, Inc. |
2026 Q2 |
7/24/2026 |
| Fortis Group Advisors, LLC |
2026 Q2 |
7/24/2026 |
| SWP FINANCIAL LLC |
2026 Q2 |
7/24/2026 |
| POSTROCK PARTNERS LLC |
2026 Q2 |
7/24/2026 |
| PETRA FINANCIAL ADVISORS INC |
2026 Q2 |
7/24/2026 |
| Quaker Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| WealthBridge Capital Management, LLC |
2026 Q2 |
7/24/2026 |
| Summit Investment Advisory Services, LLC |
2026 Q2 |
7/24/2026 |
| S Harris Financial Group, LLC |
2026 Q2 |
7/24/2026 |
| Kaydan Wealth Management, Inc. |
2026 Q2 |
7/24/2026 |
| Shepherd Street Advisors LLC |
2026 Q2 |
7/24/2026 |
| Starlite Capital INC |
2026 Q2 |
7/24/2026 |
| Sharp Wealth Advisory, LLC |
2026 Q2 |
7/24/2026 |
| VIMA LLC |
2026 Q2 |
7/24/2026 |
| Pacific Point Advisors, LLC |
2026 Q2 |
7/24/2026 |
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/24/2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2026 Q2 |
7/24/2026 |
| Creative Capital Management Investments LLC |
2026 Q2 |
7/24/2026 |
| EQ WEALTH ADVISORS, LLC |
2026 Q2 |
7/24/2026 |
| Sovereign Financial Group, Inc. |
2026 Q2 |
7/24/2026 |
| RMR Wealth Builders |
2026 Q2 |
7/24/2026 |
| M3 Advisory Group, LLC |
2026 Q2 |
7/24/2026 |
| MBE Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| Financial Perspectives, Inc |
2026 Q2 |
7/24/2026 |
| Platform Technology Partners |
2026 Q2 |
7/24/2026 |
| MIDLAND WEALTH ADVISORS, LLC |
2026 Q2 |
7/24/2026 |
| WEST MICHIGAN ADVISORS, LLC |
2026 Q2 |
7/24/2026 |
| MARINO, STRAM & ASSOCIATES LLC |
2026 Q2 |
7/24/2026 |
| Summit Financial Strategies, Inc. |
2026 Q2 |
7/24/2026 |
| MAIMON WEALTH MANAGEMENT LTD. |
2026 Q2 |
7/24/2026 |
| Solitude Financial Services |
2026 Q2 |
7/24/2026 |
| KRAEMATON INVESTMENT ADVISORS, INC |
2026 Q2 |
7/24/2026 |
| Arbor Investment Advisors, LLC |
2026 Q2 |
7/24/2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2026 Q2 |
7/24/2026 |
| LPWM LLC |
2026 Q2 |
7/24/2026 |
| LGT Financial Advisors LLC |
2026 Q2 |
7/24/2026 |
| MELFA WEALTH MANAGEMENT, INC. |
2026 Q2 |
7/24/2026 |
| Aprio Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| Colonial River Investments, LLC |
2026 Q2 |
7/24/2026 |
| BostonPremier Wealth LLC |
2026 Q2 |
7/24/2026 |
| China Universal Asset Management Co., Ltd. |
2026 Q2 |
7/24/2026 |
| First Nebraska Trust Co |
2013 Q1 |
7/24/2026 |
| Keystone Financial Services, LLC |
2026 Q2 |
7/24/2026 |
| MATTERN CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/24/2026 |
| VISION FINANCIAL MARKETS LLC |
2026 Q2 |
7/24/2026 |