| INTEGRATED WEALTHCARE, LLC |
2026 Q2 |
7/24/2026 |
| Barnes Wealth Management Group, Inc |
2026 Q2 |
7/24/2026 |
| First Nebraska Trust Co |
2013 Q2 |
7/24/2026 |
| FIRST NATIONAL BANK SIOUX FALLS |
2026 Q2 |
7/24/2026 |
| Hi-Line Capital Management, LLC |
2026 Q2 |
7/24/2026 |
| Guided Capital Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| FIRST INTERSTATE BANK |
2026 Q2 |
7/24/2026 |
| Trust Investment Advisors |
2026 Q2 |
7/24/2026 |
| Key FInancial Inc |
2026 Q2 |
7/24/2026 |
| SONATA CAPITAL GROUP INC |
2026 Q2 |
7/24/2026 |
| Charter Capital Management, LLC\DE |
2026 Q2 |
7/24/2026 |
| Santori & Peters, Inc. |
2026 Q2 |
7/24/2026 |
| Southern Financial Group, LLC |
2026 Q2 |
7/24/2026 |
| INCOME RESEARCH & MANAGEMENT |
2026 Q2 |
7/24/2026 |
| SRH ADVISORS, LLC |
2026 Q2 |
7/24/2026 |
| StoryOne LLC |
2026 Q2 |
7/24/2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI |
2026 Q2 |
7/24/2026 |
| Abel Hall, LLC |
2026 Q2 |
7/24/2026 |
| Arlington Capital Management, Inc. |
2026 Q2 |
7/24/2026 |
| EverSource Wealth Advisors, LLC |
2026 Q2 |
7/24/2026 |
| PhiloSmith Capital Corp |
2026 Q2 |
7/24/2026 |
| Sun Mountain Capital Ltd |
2025 Q4 |
7/24/2026 |
| Sun Mountain Capital Ltd |
2026 Q1 |
7/24/2026 |
| Olympiad Research LP |
2026 Q2 |
7/24/2026 |
| Sun Mountain Capital Ltd |
2026 Q2 |
7/24/2026 |
| Sawyer & Company, Inc |
2025 Q2 - NEW HOLDINGS |
7/24/2026 |
| Aventus Investment Advisors, Inc. |
2026 Q2 |
7/24/2026 |
| Nicholas Wealth, LLC. |
2026 Q2 |
7/24/2026 |
| Leisure Capital Management |
2026 Q2 |
7/24/2026 |
| PERKINS CAPITAL MANAGEMENT INC |
2026 Q2 |
7/24/2026 |
| CrossGen Wealth, LLC |
2026 Q2 |
7/24/2026 |
| RJA Asset Management LLC |
2026 Q2 |
7/24/2026 |
| Fairway Wealth LLC |
2026 Q2 |
7/24/2026 |
| Walleye Partners, LLC |
2026 Q2 |
7/24/2026 |
| Taylor Financial Group, Inc. |
2026 Q2 |
7/24/2026 |
| Roof Eidam Maycock Peralta, LLC |
2026 Q2 |
7/24/2026 |
| Nilsine Partners, LLC |
2026 Q2 |
7/24/2026 |
| Intrua Financial, LLC |
2026 Q2 |
7/24/2026 |
| Rockline Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| Private Capital Advisors, Inc. |
2026 Q2 |
7/24/2026 |
| Future Financial Wealth Managment LLC |
2026 Q2 |
7/24/2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q2 |
7/24/2026 |
| Savoir Faire Capital Management, L.P. |
2026 Q2 |
7/24/2026 |
| Latko Wealth Management, Ltd. |
2026 Q2 |
7/24/2026 |
| Milestones Private Investment Advisors LLC |
2026 Q2 |
7/24/2026 |
| Meridian Financial Partners LLC |
2026 Q2 |
7/24/2026 |
| Skylands Capital, LLC |
2026 Q2 |
7/24/2026 |
| Carnegie Lake Advisors LLC |
2026 Q2 |
7/24/2026 |
| Grandview Asset Management LLC |
2026 Q2 |
7/24/2026 |
| Sage Financial Management Group, Inc. |
2026 Q2 |
7/24/2026 |
| ARWA LLC |
2026 Q2 |
7/24/2026 |
| Trevian Wealth Management LLC |
2026 Q2 |
7/24/2026 |
| Pillar Financial Advisors, LLC |
2026 Q2 |
7/24/2026 |
| GEN Financial Management, INC. |
2026 Q2 |
7/24/2026 |
| Well Done, LLC |
2026 Q2 |
7/24/2026 |
| BLUE JEAN FINANCIAL LLC |
2026 Q2 |
7/24/2026 |
| Braun-Bostich & Associates Inc. |
2026 Q2 |
7/24/2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2026 Q2 |
7/24/2026 |
| Virtus Wealth Solutions LLC |
2026 Q2 |
7/24/2026 |
| Berkeley, Inc |
2026 Q2 |
7/24/2026 |
| Diligent Investors, LLC |
2026 Q2 |
7/24/2026 |
| Integras Partners LLC |
2026 Q2 |
7/24/2026 |
| Milestones Administradora de Recursos Ltda. |
2026 Q2 |
7/24/2026 |
| Quilter Plc |
2026 Q2 |
7/24/2026 |
| Walser Wealth Management Company, A Ltd Liability Co |
2026 Q2 |
7/24/2026 |
| CORA CAPITAL ADVISORS LLC |
2026 Q2 |
7/24/2026 |
| Penn Mutual Asset Management |
2026 Q2 |
7/24/2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2026 Q2 |
7/24/2026 |
| Mascoma Wealth Management LLC |
2026 Q2 |
7/24/2026 |
| Woodside Wealth Management LLC |
2026 Q2 |
7/24/2026 |
| AlphaCentric Advisors LLC |
2026 Q2 |
7/24/2026 |
| RATIONAL ADVISORS, INC. |
2026 Q2 |
7/24/2026 |
| Wagner Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| Stegner Investment Associates Inc. |
2026 Q2 |
7/24/2026 |
| RiverPark Advisors, LLC |
2026 Q2 |
7/24/2026 |
| Catalyst Capital Advisors LLC |
2026 Q2 |
7/24/2026 |
| MIZUHO SECURITIES USA LLC |
2026 Q2 |
7/24/2026 |
| Mizuho Markets Cayman LP |
2026 Q2 |
7/24/2026 |
| MIZUHO MARKETS AMERICAS LLC |
2026 Q2 |
7/24/2026 |
| Munich Reinsurance Co Stock Corp in Munich |
2026 Q2 |
7/24/2026 |
| Provenance Wealth Advisors, LLC |
2026 Q2 |
7/24/2026 |
| Gray Private Wealth, LLC |
2026 Q2 |
7/24/2026 |
| Bank Pictet & Cie (Europe) AG |
2026 Q2 |
7/24/2026 |
| Corsicana & Co. |
2026 Q2 |
7/24/2026 |
| Martin Capital Advisors, LLP |
2026 Q2 |
7/24/2026 |
| PICTET BANK & TRUST Ltd |
2026 Q2 |
7/24/2026 |
| UHLMANN PRICE SECURITIES, LLC |
2026 Q2 |
7/24/2026 |
| Vestment Financial LLC |
2026 Q2 |
7/24/2026 |
| Oath Planning, LLC |
2026 Q2 |
7/24/2026 |
| ARQ WEALTH ADVISORS, LLC |
2026 Q2 |
7/24/2026 |
| Capital Asset Managemnet, LLC |
2026 Q2 |
7/24/2026 |
| Painted Porch Advisors LLC |
2026 Q2 |
7/24/2026 |
| Pictet North America Advisors SA |
2026 Q2 |
7/24/2026 |
| Guardian Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| Quest 10 Wealth Builders, Inc. |
2026 Q2 |
7/24/2026 |
| Echo Wealth Management, LLC |
2026 Q2 |
7/24/2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO |
2026 Q2 |
7/24/2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL |
2026 Q2 |
7/24/2026 |
| BENNETT SELBY INVESTMENTS LP |
2026 Q2 |
7/24/2026 |
| Bright Futures Wealth Management, LLC. |
2026 Q2 |
7/24/2026 |