| Aries Wealth Management |
2026 Q2 |
7/24/2026 |
| LBP AM SA |
2026 Q2 |
7/24/2026 |
| MOUNT VERNON ASSOCIATES INC /MD/ |
2026 Q2 |
7/24/2026 |
| Atle Fund Management AB |
2026 Q2 |
7/24/2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/24/2026 |
| COMGEST GLOBAL INVESTORS S.A.S. |
2026 Q2 |
7/24/2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS |
2026 Q2 |
7/24/2026 |
| Capricorn Fund Managers Ltd |
2026 Q2 |
7/24/2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/24/2026 |
| BANQUE PICTET & CIE SA |
2026 Q2 |
7/24/2026 |
| Ameliora Wealth Management Ltd. |
2026 Q2 |
7/24/2026 |
| Income Insurance Ltd |
2026 Q2 |
7/24/2026 |
| BROADWATER CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/24/2026 |
| Nationwide Fund Advisors |
2026 Q2 |
7/24/2026 |
| BROADWATER CAPITAL MANAGEMENT LLC |
2026 Q1 |
7/24/2026 |
| Empire Life Investments Inc. |
2026 Q2 |
7/24/2026 |
| E-L Financial Corp Ltd |
2026 Q2 |
7/24/2026 |
| Essex LLC |
2026 Q2 |
7/24/2026 |
| SeaTown Holdings Pte. Ltd. |
2026 Q2 |
7/24/2026 |
| NAN FUNG TRINITY (HK) Ltd |
2026 Q2 |
7/24/2026 |
| ORBA Wealth Advisors, L.L.C. |
2026 Q2 |
7/23/2026 |
| Lodestone Wealth Management LLC |
2026 Q2 |
7/23/2026 |
| Hartford Financial Management Inc. |
2026 Q2 |
7/23/2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2026 Q2 |
7/23/2026 |
| Insight Inv LLC |
2026 Q2 |
7/23/2026 |
| Genoa Capital Gestora de Recursos Ltda. |
2026 Q2 |
7/23/2026 |
| Tradewinds Capital Management, LLC |
2026 Q2 |
7/23/2026 |
| VISTA CAPITAL PARTNERS, INC. |
2026 Q2 |
7/23/2026 |
| Crewe Advisors LLC |
2026 Q2 |
7/23/2026 |
| Rare Wolf Capital LLC |
2026 Q2 |
7/23/2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2026 Q2 |
7/23/2026 |
| Arizona PSPRS Trust |
2026 Q2 |
7/23/2026 |
| Intelligent Financial Strategies |
2026 Q2 |
7/23/2026 |
| SIGNATUREFD, LLC |
2026 Q2 |
7/23/2026 |
| Malaga Cove Capital, LLC |
2026 Q2 |
7/23/2026 |
| Leelyn Smith, LLC |
2026 Q2 |
7/23/2026 |
| GKV Capital Management Co., Inc. |
2026 Q2 |
7/23/2026 |
| Courage Miller Partners, LLC |
2026 Q2 |
7/23/2026 |
| JOHNSON INVESTMENT COUNSEL INC |
2026 Q2 |
7/23/2026 |
| Bensler, LLC |
2026 Q2 |
7/23/2026 |
| Prism Planning Partners LLC |
2026 Q2 |
7/23/2026 |
| BAYSHORE ASSET MANAGEMENT, LLC |
2026 Q2 |
7/23/2026 |
| ANCHYRA PARTNERS LLC |
2026 Q2 |
7/23/2026 |
| Wealth Architects, LLC |
2026 Q2 |
7/23/2026 |
| MILLER WEALTH ADVISORS, LLC |
2026 Q2 |
7/23/2026 |
| Forum Financial Management, LP |
2026 Q2 |
7/23/2026 |
| William Marsh Rice University |
2026 Q2 |
7/23/2026 |
| Abundance Wealth Counselors |
2026 Q2 |
7/23/2026 |
| NDWM LLC |
2026 Q2 |
7/23/2026 |
| New Harbor Financial Group, LLC |
2026 Q2 |
7/23/2026 |
| Fingerlakes Wealth Management, Inc. |
2026 Q2 |
7/23/2026 |
| J. M. Brown & Associates Inc. |
2026 Q2 |
7/23/2026 |
| Kesler, Norman & Wride, LLC |
2026 Q2 |
7/23/2026 |
| Atala Financial Inc |
2026 Q2 |
7/23/2026 |
| Urban Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| Hibernia Wealth Partners, LLC |
2026 Q2 |
7/23/2026 |
| Ted Buchan & Co |
2026 Q2 |
7/23/2026 |
| Dynamic Wealth Strategies, LLC |
2026 Q2 |
7/23/2026 |
| Innovative Wealth Building LLC |
2026 Q2 |
7/23/2026 |
| Carmel Capital Management L.L.C. |
2026 Q2 |
7/23/2026 |
| Bravera Wealth |
2026 Q2 |
7/23/2026 |
| WMS Group LLC |
2026 Q2 |
7/23/2026 |
| Etesian Wealth Advisors, Inc. |
2026 Q2 |
7/23/2026 |
| Evergreen Private Wealth LLC |
2026 Q2 |
7/23/2026 |
| JNBA Financial Advisors |
2026 Q2 |
7/23/2026 |
| IFS Group,LLC |
2026 Q2 |
7/23/2026 |
| Ignite Planners, LLC |
2026 Q2 |
7/23/2026 |
| NorthLanding Financial Partners, LLC |
2026 Q2 |
7/23/2026 |
| First Nebraska Trust Co |
2013 Q3 |
7/23/2026 |
| Randolph Co Inc |
2026 Q2 |
7/23/2026 |
| Teramo Advisors, LLC |
2026 Q2 |
7/23/2026 |
| Avory & Company, LLC |
2026 Q2 |
7/23/2026 |
| Consolidated Portfolio Review Corp |
2026 Q2 |
7/23/2026 |
| PFG Investments, LLC |
2026 Q2 |
7/23/2026 |
| Cape Investment Advisory, Inc. |
2026 Q2 |
7/23/2026 |
| BLVD Private Wealth, LLC |
2026 Q2 |
7/23/2026 |
| BankChampaign, National Association |
2026 Q2 |
7/23/2026 |
| Mine & Arao Wealth Creation & Management, LLC. |
2026 Q2 |
7/23/2026 |
| Greenline Wealth Management LLC |
2026 Q2 |
7/23/2026 |
| Northwest Wealth Advisors, LLC |
2026 Q2 |
7/23/2026 |
| Strid Group, LLC |
2026 Q2 |
7/23/2026 |
| Mason & Associates Inc |
2026 Q2 |
7/23/2026 |
| Tanager Wealth Management LLP |
2026 Q2 |
7/23/2026 |
| NavPoint Financial, Inc. |
2026 Q2 |
7/23/2026 |
| P/E Global LLC |
2026 Q2 |
7/23/2026 |
| FINANCIAL CONSULATE, INC |
2026 Q2 |
7/23/2026 |
| BWM Planning, LLC |
2026 Q2 |
7/23/2026 |
| HICKS CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/23/2026 |
| PICKERING ENERGY PARTNERS LP |
2026 Q1 - RESTATEMENT |
7/23/2026 |
| First Nebraska Trust Co |
2013 Q4 |
7/23/2026 |
| Saratoga Research & Investment Management |
2026 Q2 |
7/23/2026 |
| Welch Group, LLC |
2026 Q2 |
7/23/2026 |
| HOERTKORN RICHARD CHARLES |
2026 Q2 |
7/23/2026 |
| Eaton-Cambridge Inc. |
2026 Q2 |
7/23/2026 |
| NAPLES GLOBAL ADVISORS, LLC |
2026 Q2 |
7/23/2026 |
| RBA Wealth Management, LLC |
2026 Q2 |
7/23/2026 |
| Sentinel Advisory Group, LLC |
2026 Q2 |
7/23/2026 |
| Powerhouse Assets LLC |
2026 Q2 |
7/23/2026 |
| Forbes Financial Planning, Inc. |
2026 Q2 |
7/23/2026 |
| Kellett Wealth Advisors, LLC |
2026 Q2 |
7/23/2026 |