| Hyperion Asset Management Ltd |
2026 Q2 |
7/10/2026 |
| Buska Wealth Management, LLC |
2026 Q2 |
7/10/2026 |
| Northside Capital Management, LLC |
2026 Q2 |
7/10/2026 |
| Abound Wealth Management |
2026 Q2 |
7/10/2026 |
| Trinity Street Asset Management LLP |
2026 Q2 |
7/10/2026 |
| GoalFusion Wealth Management, LLC |
2026 Q2 |
7/10/2026 |
| Regent Peak Wealth Advisors LLC |
2026 Q2 |
7/10/2026 |
| Lee, Kelleher & Klein Wealth Management |
2026 Q2 |
7/10/2026 |
| Oldfield Partners LLP |
2026 Q2 |
7/10/2026 |
| SL ADVISORS, LLC |
2026 Q2 |
7/10/2026 |
| FIRST COMMUNITY TRUST NA |
2026 Q2 |
7/10/2026 |
| ALM First Financial Advisors, LLC |
2026 Q2 |
7/10/2026 |
| Ballast, Inc. |
2026 Q2 |
7/10/2026 |
| Walker Asset Management, LLC |
2026 Q2 |
7/10/2026 |
| Alken Asset Management Ltd |
2026 Q2 |
7/10/2026 |
| Charles Schwab Trust Co |
2026 Q2 |
7/10/2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q2 |
7/10/2026 |
| Financial Designs Corp |
2026 Q2 |
7/10/2026 |
| Prosperity Planning, Inc. |
2026 Q2 |
7/10/2026 |
| KWB Wealth |
2026 Q2 |
7/10/2026 |
| BFI Infinity Ltd. |
2026 Q2 |
7/10/2026 |
| Salvus Wealth Management, LLC |
2026 Q2 |
7/10/2026 |
| Spinnaker Investment Group, LLC |
2026 Q2 |
7/10/2026 |
| Scott Capital Advisors, LLC |
2026 Q2 |
7/10/2026 |
| ORRSTOWN FINANCIAL SERVICES INC |
2026 Q2 |
7/10/2026 |
| CITY HOLDING CO |
2026 Q2 |
7/10/2026 |
| Wealth Group Ltd |
2026 Q2 |
7/10/2026 |
| Stephens Group, LLC |
2026 Q2 |
7/10/2026 |
| Aquamarine Zurich AG |
2026 Q2 |
7/10/2026 |
| Handelsbanken Fonder AB |
2026 Q2 |
7/10/2026 |
| Generali Investments, Management Co LLC |
2026 Q2 |
7/10/2026 |
| E. Ohman J:or Asset Management AB |
2026 Q2 |
7/10/2026 |
| Peoples Bank/KS |
2026 Q2 |
7/9/2026 |
| Clarus Wealth Advisors |
2026 Q2 |
7/9/2026 |
| DIVERSIFIED MANAGEMENT INC |
2026 Q2 |
7/9/2026 |
| DOLIVER ADVISORS, LP |
2026 Q2 |
7/9/2026 |
| WASATCH ADVISORS LP |
2026 Q2 |
7/9/2026 |
| Ocean Park Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| Ausbil Investment Management Ltd |
2026 Q2 |
7/9/2026 |
| Yoffe Investment Management, LLC |
2026 Q2 |
7/9/2026 |
| Northcape Capital Pty Ltd |
2026 Q2 |
7/9/2026 |
| CPA Asset Management Group, LLC |
2026 Q2 |
7/9/2026 |
| Steadtrust LLC |
2026 Q2 |
7/9/2026 |
| Veery Capital, LLC |
2026 Q2 |
7/9/2026 |
| LWM ADVISORS INC |
2026 Q2 |
7/9/2026 |
| Financial Advisory Corp |
2026 Q2 |
7/9/2026 |
| Key Client Fiduciary Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Ares Financial Consulting, LLC |
2026 Q2 |
7/9/2026 |
| Revolve Wealth Partners, LLC |
2026 Q2 |
7/9/2026 |
| DiPaolo Financial Group, Inc. |
2026 Q2 |
7/9/2026 |
| Baron Financial Group, LLC |
2026 Q2 |
7/9/2026 |
| Fortitude Financial, LLC |
2026 Q2 |
7/9/2026 |
| Friday Financial |
2026 Q2 |
7/9/2026 |
| Barry Investment Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Matrix Trust Co |
2026 Q2 |
7/9/2026 |
| FRANKLIN STREET ADVISORS INC /NC |
2026 Q2 |
7/9/2026 |
| Finivi Inc. |
2026 Q2 |
7/9/2026 |
| Bay Rivers Group |
2026 Q2 |
7/9/2026 |
| Centurion Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| VISTA INVESTMENT PARTNERS LLC |
2026 Q2 |
7/9/2026 |
| Asset Advisory Group, Inc. |
2026 Q2 |
7/9/2026 |
| Tenzing Financial LLC |
2026 Q2 |
7/9/2026 |
| Wealthcare Capital Partners, LLC |
2026 Q2 |
7/9/2026 |
| CYPRESS FUNDS LLC |
2026 Q1 |
7/9/2026 |
| WARNER FINANCIAL, INC |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q3 - RESTATEMENT |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q4 - RESTATEMENT |
7/9/2026 |
| Kopp Family Office, LLC |
2026 Q2 |
7/9/2026 |
| Defender Capital, LLC. |
2026 Q2 |
7/9/2026 |
| Kraft, Davis & Associates, LLC |
2026 Q2 |
7/9/2026 |
| Charis Legacy Partners, LLC |
2026 Q2 |
7/9/2026 |
| FFG RETIREMENT ADVISORS LLC |
2026 Q2 |
7/9/2026 |
| Hoffman, Alan N Investment Management |
2026 Q2 |
7/9/2026 |
| Perkins Coie Trust Co |
2026 Q2 |
7/9/2026 |
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2024 Q4 - RESTATEMENT |
7/9/2026 |
| First Bank & Trust |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q1 - RESTATEMENT |
7/9/2026 |
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q2 |
7/9/2026 |
| Financial Management Professionals, Inc. |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2025 Q2 - RESTATEMENT |
7/9/2026 |
| FULTON BANK, N.A. |
2026 Q2 |
7/9/2026 |
| Alliance Private Wealth, LLC |
2026 Q2 |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2024 Q2 - RESTATEMENT |
7/9/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2024 Q3 - RESTATEMENT |
7/9/2026 |
| Choice Wealth Advisors LLC |
2026 Q2 |
7/9/2026 |
| Mendota Financial Group, LLC |
2026 Q2 |
7/9/2026 |
| AdviceOne Advisory Services, LLC |
2026 Q2 |
7/9/2026 |
| Paladin Wealth, LLC |
2026 Q2 |
7/9/2026 |
| Wealthcare Advisory Partners LLC |
2026 Q2 |
7/9/2026 |
| Melone Private Wealth, LLC |
2026 Q2 |
7/9/2026 |
| DUDLEY & SHANLEY, INC. |
2026 Q2 |
7/9/2026 |
| Alliance Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Vertrix Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/9/2026 |
| Pettinga Financial Advisors LLC |
2026 Q2 |
7/9/2026 |
| Legacy Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| Legacy Wealth Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/9/2026 |
| Fluent Financial, LLC |
2026 Q2 |
7/9/2026 |