| Pinion Investment Advisors, LLC |
2026 Q1 |
4/24/2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/24/2026 |
| Charter Oak Capital Management, LLC |
2026 Q1 |
4/24/2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/24/2026 |
| ZWJ INVESTMENT COUNSEL INC |
2026 Q1 |
4/24/2026 |
| Saxony Capital Management, LLC |
2026 Q1 |
4/24/2026 |
| Mills Wealth Advisors LLC |
2026 Q1 |
4/24/2026 |
| Marathon Asset Management Ltd |
2026 Q1 |
4/24/2026 |
| Cyr Financial Inc. |
2026 Q1 |
4/24/2026 |
| MEANS INVESTMENT CO., INC. |
2026 Q1 |
4/24/2026 |
| Medallion Wealth Advisors, LLC |
2025 Q1 |
4/24/2026 |
| Medallion Wealth Advisors, LLC |
2025 Q2 |
4/24/2026 |
| SWMG, LLC |
2026 Q1 |
4/24/2026 |
| Medallion Wealth Advisors, LLC |
2025 Q3 |
4/24/2026 |
| Medallion Wealth Advisors, LLC |
2025 Q4 |
4/24/2026 |
| Medallion Wealth Advisors, LLC |
2026 Q1 |
4/24/2026 |
| Bishop & Co Investment Management, LLC |
2026 Q1 |
4/24/2026 |
| Medallion Wealth Advisors, LLC |
2024 Q4 |
4/24/2026 |
| Advanced Asset Management Advisors Inc |
2026 Q1 |
4/24/2026 |
| Ledyard National Bank |
2026 Q1 |
4/24/2026 |
| Cannon Advisors, Inc. |
2026 Q1 |
4/24/2026 |
| SummerHaven Investment Management, LLC |
2026 Q1 |
4/24/2026 |
| ENZI WEALTH |
2026 Q1 |
4/24/2026 |
| Greystone Financial Group, LLC |
2026 Q1 |
4/24/2026 |
| Goldstone Financial Group, LLC |
2026 Q1 |
4/24/2026 |
| TT International Asset Management LTD |
2026 Q1 |
4/24/2026 |
| Lynx Investment Advisory |
2026 Q1 |
4/24/2026 |
| Retirement Systems of Alabama |
2026 Q1 |
4/24/2026 |
| Oakworth Capital, Inc. |
2026 Q1 |
4/24/2026 |
| United Community Bank |
2026 Q1 |
4/24/2026 |
| MILFAM LLC |
2026 Q1 |
4/24/2026 |
| Gilliland Jeter Wealth Management LLC |
2026 Q1 |
4/24/2026 |
| FRG Family Wealth Advisors LLC |
2026 Q1 |
4/24/2026 |
| Luminist Capital LLC |
2026 Q1 |
4/24/2026 |
| Michels Family Financial, LLC |
2026 Q1 |
4/24/2026 |
| CRUX WEALTH ADVISORS |
2026 Q1 |
4/24/2026 |
| BAYBAN |
2026 Q1 |
4/24/2026 |
| Walker Asset Management, LLC |
2026 Q1 |
4/24/2026 |
| Alexis Investment Partners, LLC |
2026 Q1 |
4/24/2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q1 |
4/24/2026 |
| Redwood Wealth Management Group, LLC |
2026 Q1 |
4/24/2026 |
| Key FInancial Inc |
2026 Q1 |
4/24/2026 |
| Wealth Care LLC |
2026 Q1 |
4/24/2026 |
| SHAH CAPITAL MANAGEMENT |
2026 Q1 |
4/24/2026 |
| Equinox Partners Investment Management LLC |
2026 Q1 |
4/24/2026 |
| PEOPLES BANK /OH |
2026 Q1 |
4/24/2026 |
| Wagner Wealth Management, LLC |
2026 Q1 |
4/24/2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2026 Q1 |
4/24/2026 |
| Flagship Private Wealth, LLC |
2026 Q1 |
4/24/2026 |
| Family Investment Center, Inc. |
2026 Q1 |
4/24/2026 |
| WHI TRUST Co LLC |
2026 Q1 |
4/24/2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q1 |
4/24/2026 |
| Severin Investments, LLC |
2026 Q1 |
4/24/2026 |
| Capricorn Fund Managers Ltd |
2026 Q1 |
4/24/2026 |
| American Institute for Advanced Investment Management, LLP |
2026 Q1 |
4/24/2026 |
| Trinity Street Asset Management LLP |
2026 Q1 |
4/24/2026 |
| Alken Asset Management Ltd |
2026 Q1 |
4/24/2026 |
| CIBRA Capital Ltd |
2026 Q1 |
4/24/2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2026 Q1 |
4/24/2026 |
| Raiffeisen Bank International AG |
2026 Q1 |
4/24/2026 |
| Ninety One SA (PTY) Ltd |
2026 Q1 |
4/24/2026 |
| Ninety One North America, Inc. |
2026 Q1 |
4/24/2026 |
| Ninety One UK Ltd |
2026 Q1 |
4/24/2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2026 Q1 |
4/23/2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. |
2026 Q1 |
4/23/2026 |
| OPPENHEIMER & CO INC |
2026 Q1 |
4/23/2026 |
| Petersen Hastings Wealth Advisors Inc. |
2026 Q1 |
4/23/2026 |
| Atlas Private Wealth Advisors |
2026 Q1 |
4/23/2026 |
| Triad Investment Management |
2026 Q1 |
4/23/2026 |
| Elevate Capital Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Narwhal Capital Management |
2026 Q1 |
4/23/2026 |
| Cornerstone Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| Emerald Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Stokes Capital Advisors, LLC |
2026 Q1 - RESTATEMENT |
4/23/2026 |
| Vest Financial, LLC |
2026 Q1 |
4/23/2026 |
| Prosperity Advisers, LLC |
2026 Q1 |
4/23/2026 |
| URS Advisory LLC |
2026 Q1 |
4/23/2026 |
| LAZARI CAPITAL MANAGEMENT, INC. |
2026 Q1 |
4/23/2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2026 Q1 |
4/23/2026 |
| AUCTUS ADVISORS LLC |
2026 Q1 |
4/23/2026 |
| Tarbox Family Office, Inc. |
2026 Q1 |
4/23/2026 |
| CAPSTONE CAPITAL LLC |
2026 Q1 |
4/23/2026 |
| RIA Advisory Group LLC |
2026 Q1 |
4/23/2026 |
| AMERICAN NATIONAL BANK & TRUST |
2026 Q1 |
4/23/2026 |
| JCSD Capital, LLC |
2026 Q1 |
4/23/2026 |
| BLVD Private Wealth, LLC |
2026 Q1 |
4/23/2026 |
| Embree Financial Group |
2026 Q1 |
4/23/2026 |
| Phraction Management LLC |
2026 Q1 |
4/23/2026 |
| CHELSEA COUNSEL CO |
2026 Q1 |
4/23/2026 |
| Interchange Capital Partners, LLC |
2026 Q1 |
4/23/2026 |
| Vistica Wealth Advisors, LLC |
2026 Q1 |
4/23/2026 |
| Orca Wealth Management, LLC |
2026 Q1 |
4/23/2026 |
| North Growth Management Ltd. |
2026 Q1 |
4/23/2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2026 Q1 |
4/23/2026 |
| Marquette Asset Management, LLC |
2026 Q1 |
4/23/2026 |
| Jones Kertz & Associates, Inc. |
2026 Q1 |
4/23/2026 |
| ELCO Management Co., LLC |
2026 Q1 |
4/23/2026 |
| Seek First Inc. |
2026 Q1 |
4/23/2026 |
| Fortitude Financial, LLC |
2026 Q1 |
4/23/2026 |
| FORONJY FINANCIAL LLC |
2026 Q1 |
4/23/2026 |