| BFI Wealth Solutions, LLC |
2025 Q4 |
2/19/2026 |
| Birchwood Financial Partners, Inc. |
2025 Q4 |
2/19/2026 |
| Briggs Wealth Management, Inc |
2025 Q4 |
2/19/2026 |
| Rare Wolf Capital LLC |
2025 Q4 |
2/19/2026 |
| Harbour Wealth Management Group, Inc. |
2025 Q4 |
2/19/2026 |
| Aznar Financial Advisors, LLC |
2025 Q4 |
2/19/2026 |
| Evansbrook LLC |
2025 Q4 |
2/19/2026 |
| Smith Asset Management Co., LLC |
2025 Q4 |
2/19/2026 |
| Claris Financial LLC |
2025 Q4 |
2/19/2026 |
| CBM Financial, LLC |
2025 Q4 |
2/19/2026 |
| Michels Family Financial, LLC |
2025 Q4 |
2/19/2026 |
| WealthPoint Financial, LLC |
2025 Q4 |
2/19/2026 |
| Headwater Capital Co Ltd |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| Spinecap SAS |
2025 Q4 |
2/19/2026 |
| Spinecap SAS |
2025 Q3 |
2/19/2026 |
| Compound Planning, Inc. |
2025 Q4 |
2/19/2026 |
| Corient Private Wealth LLC |
2025 Q4 |
2/19/2026 |
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| T. Rowe Price Investment Management, Inc. |
2025 Q4 - NEW HOLDINGS |
2/19/2026 |
| Vancity Investment Management Ltd |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| Plotkin Financial Advisors, LLC |
2025 Q4 |
2/19/2026 |
| Royal Harbor Partners, LLC |
2025 Q4 |
2/19/2026 |
| Hamilton Wealth, LLC |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| Himalaya Capital Management LLC |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| VCU Investment Management Co |
2025 Q4 |
2/19/2026 |
| Electron Capital Partners, LLC |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| Connective Capital Management, LLC |
2025 Q4 |
2/19/2026 |
| Little Harbor Advisors, LLC |
2025 Q4 |
2/19/2026 |
| Alberta Investment Management Corp |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| ROBOTTI ROBERT |
2025 Q4 - RESTATEMENT |
2/19/2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
2025 Q4 |
2/19/2026 |
| MACKENZIE FINANCIAL CORP |
2025 Q4 |
2/18/2026 |
| MERCER GLOBAL ADVISORS INC /ADV |
2025 Q4 |
2/18/2026 |
| RAYMOND JAMES FINANCIAL INC |
2025 Q4 |
2/18/2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
2025 Q4 |
2/18/2026 |
| Wealth Intelligence, LLC |
2025 Q4 |
2/18/2026 |
| Crusonia Wealth Advisors LLC |
2025 Q4 |
2/18/2026 |
| Sunstone Asset Management, L.P. |
2025 Q4 |
2/18/2026 |
| Financial Planning Fort Collins, LLC |
2025 Q4 |
2/18/2026 |
| LRZ CAPITAL LLC |
2025 Q4 |
2/18/2026 |
| Pillsbury Lake Capital LLC |
2025 Q4 |
2/18/2026 |
| Skyview Financial Group LLC |
2025 Q4 |
2/18/2026 |
| Creek Drive Management Group LLC |
2025 Q4 |
2/18/2026 |
| Veratis Advisors, Inc. |
2025 Q4 |
2/18/2026 |
| Strong Retirement Solutions LLC |
2025 Q4 |
2/18/2026 |
| Braeburn Wealth Management LLC |
2025 Q4 |
2/18/2026 |
| Kastel Capital Advisors, LLC |
2025 Q4 |
2/18/2026 |
| Corecam AG |
2025 Q4 |
2/18/2026 |
| Pacific Excel Wealth Advisors, Inc. |
2025 Q4 |
2/18/2026 |
| Troutman Wealth Management, LLC |
2025 Q4 |
2/18/2026 |
| Andrews Advisory Associates, LLC |
2025 Q4 |
2/18/2026 |
| Feynman Point Asset Management LLC |
2025 Q4 |
2/18/2026 |
| Ark Wealth Advisors LLC |
2025 Q4 |
2/18/2026 |
| Garton & Associates Financial Advisors LLC |
2025 Q4 |
2/18/2026 |
| Blue Sparrow, LLC /DE |
2025 Q4 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2025 Q3 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2025 Q2 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2025 Q1 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2024 Q4 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2024 Q3 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2024 Q2 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2024 Q1 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2023 Q4 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2023 Q3 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2023 Q2 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2023 Q1 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2022 Q4 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2022 Q3 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2022 Q2 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2022 Q1 |
2/18/2026 |
| Millennium Capital Advisors, LLC |
2021 Q4 |
2/18/2026 |
| Strive Financial Group ,LLC |
2025 Q4 |
2/18/2026 |
| Pinnacle Financial Partners, Inc. |
2025 Q4 - RESTATEMENT |
2/18/2026 |
| North Capital, Inc. |
2025 Q4 |
2/18/2026 |
| North Capital, Inc. |
2025 Q4 - RESTATEMENT |
2/18/2026 |
| Papamarkou Wellner Asset Management inc. |
2025 Q4 |
2/18/2026 |
| AMERIFLEX GROUP, INC. |
2025 Q4 |
2/18/2026 |
| Sherwood Financial Partners, LLC |
2025 Q4 |
2/18/2026 |
| Note Advisors, LLC |
2025 Q4 |
2/18/2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2025 Q4 |
2/18/2026 |
| Arohi Asset Management PTE Ltd. |
2025 Q4 |
2/18/2026 |
| Wealthspire Retirement, LLC |
2025 Q4 |
2/18/2026 |
| Hershey Financial Advisers, LLC |
2025 Q4 |
2/18/2026 |
| CacheTech Inc. |
2025 Q4 |
2/18/2026 |
| Caitlin John, LLC |
2025 Q4 |
2/18/2026 |
| Valley Financial Group, Inc. |
2025 Q4 |
2/18/2026 |
| KITCHING PARTNERS, LLC |
2025 Q4 |
2/18/2026 |
| Owlhouse Capital LP |
2025 Q4 |
2/18/2026 |
| SYLEBRA CAPITAL LLC |
2025 Q4 |
2/18/2026 |
| KKM Financial LLC |
2025 Q4 |
2/18/2026 |
| Delta Global Management LP |
2025 Q4 - RESTATEMENT |
2/18/2026 |
| Vision One Management Partners, LP |
2025 Q4 |
2/18/2026 |
| Warther Private Wealth, LLC |
2025 Q4 |
2/18/2026 |
| ADAR1 Capital Management, LLC |
2025 Q4 - RESTATEMENT |
2/18/2026 |
| Strategic Planning, Inc. |
2025 Q4 |
2/18/2026 |
| Galaxy Group Investments LLC |
2025 Q4 |
2/18/2026 |
| Widmann Financial Services, Inc. |
2025 Q4 |
2/18/2026 |
| KINTRA WEALTH, LLC |
2025 Q4 |
2/18/2026 |
| Royal Capital Wealth Management, LLC |
2025 Q4 |
2/18/2026 |
| Beartown Capital Management, LLC |
2025 Q4 |
2/18/2026 |