| SC&H Financial Advisors, Inc. |
2026 Q1 |
4/22/2026 |
| Western Financial Corp/CA |
2026 Q1 |
4/22/2026 |
| Tiller Private Wealth, Inc. |
2026 Q1 |
4/22/2026 |
| Capital Management Associates, Inc |
2026 Q1 |
4/22/2026 |
| Family Capital Management, Inc. |
2026 Q1 |
4/22/2026 |
| BluePrint Investing LLC |
2026 Q1 |
4/22/2026 |
| Legacy Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| BENDER ROBERT & ASSOCIATES |
2026 Q1 |
4/22/2026 |
| SimpliFi, Inc. |
2026 Q1 |
4/22/2026 |
| Sentry LLC |
2026 Q1 |
4/22/2026 |
| BURRUS FINANCIAL SERVICES, INC. |
2026 Q1 |
4/22/2026 |
| TBH Global Asset Management, LLC |
2026 Q1 |
4/22/2026 |
| DORVAL Corp |
2026 Q1 |
4/22/2026 |
| Silver Coast Investments LLC |
2026 Q1 |
4/22/2026 |
| Avise Financial Cooperative, Inc. |
2026 Q1 |
4/22/2026 |
| RBA Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| SFG Wealth Management, LLC. |
2026 Q1 |
4/22/2026 |
| TICINO WEALTH |
2026 Q1 |
4/22/2026 |
| Clear Creek Financial Management, LLC |
2026 Q1 |
4/22/2026 |
| Sterling Wealth Advisors Inc |
2026 Q1 |
4/22/2026 |
| KG Capital Management |
2026 Q1 |
4/22/2026 |
| AJ Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Aegis Wealth Management LLC |
2026 Q1 |
4/22/2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP |
2026 Q1 |
4/22/2026 |
| Lakewood Asset Management LLC |
2026 Q1 |
4/22/2026 |
| McElhenny Sheffield Capital Management, LLC |
2026 Q1 |
4/22/2026 |
| Patriot Financial Group Insurance Agency, LLC |
2026 Q1 |
4/22/2026 |
| LAM GROUP, INC. |
2026 Q1 |
4/22/2026 |
| Madison Park Capital Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Financial Futures Ltd Liability Co. |
2026 Q1 |
4/22/2026 |
| MeadowBrook Investment Advisors LLC |
2026 Q1 |
4/22/2026 |
| Vinland Capital Management Gestora de Recursos LTDA. |
2026 Q1 |
4/22/2026 |
| CHEMUNG CANAL TRUST CO |
2026 Q1 |
4/22/2026 |
| StoryOne LLC |
2026 Q1 |
4/22/2026 |
| Gunderson Capital Management LLC |
2026 Q1 |
4/22/2026 |
| Red Tree Management, LLC |
2026 Q1 |
4/22/2026 |
| Seneca Financial Advisors LLC |
2026 Q1 |
4/22/2026 |
| RPM Capital Partners, LLC |
2026 Q1 |
4/22/2026 |
| Hurlow Wealth Management Group, Inc. |
2026 Q1 |
4/22/2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2026 Q1 |
4/22/2026 |
| Red Door Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| Independence Asset Advisors, LLC |
2026 Q1 |
4/22/2026 |
| DDFG, Inc |
2026 Q1 |
4/22/2026 |
| PATTON FUND MANAGEMENT, INC. |
2026 Q1 |
4/22/2026 |
| Millburn Ridgefield LLC /DE/ |
2026 Q1 |
4/22/2026 |
| MATRIX ASSET ADVISORS INC/NY |
2026 Q1 |
4/22/2026 |
| LifeSteps Financial, Inc. |
2026 Q1 |
4/22/2026 |
| Ifrah Financial Services, Inc. |
2026 Q1 |
4/22/2026 |
| Bay Capital Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Wallington Asset Management, LLC |
2026 Q1 |
4/22/2026 |
| Princeton Global Asset Management LLC |
2026 Q1 |
4/22/2026 |
| Hartmann Taylor Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| Canoe Financial LP |
2026 Q1 |
4/22/2026 |
| Riverbend Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| Constellation Investments, Inc. |
2026 Q1 |
4/22/2026 |
| Gray Foundation |
2026 Q1 |
4/22/2026 |
| Aspire Private Capital, LLC |
2026 Q1 |
4/22/2026 |
| Avalon Advisory Group |
2026 Q1 |
4/22/2026 |
| TPG Advisors LLC |
2026 Q1 |
4/22/2026 |
| WETZEL INVESTMENT ADVISORS, INC. |
2026 Q1 |
4/22/2026 |
| Orange Investment Advisors, Inc. |
2026 Q1 - RESTATEMENT |
4/22/2026 |
| PENNEY FINANCIAL, LLC |
2026 Q1 |
4/22/2026 |
| Yelin Lapidot Holdings Management Ltd. |
2026 Q1 |
4/22/2026 |
| Formidable Asset Management, LLC |
2026 Q1 |
4/22/2026 |
| First Financial Group Corp |
2026 Q1 |
4/22/2026 |
| ADAMS NATURAL RESOURCES FUND, INC. |
2026 Q1 |
4/22/2026 |
| AUA CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/22/2026 |
| Nicholas Wealth, LLC. |
2026 Q1 |
4/22/2026 |
| Cornerstone Wealth Group, LLC |
2026 Q1 |
4/22/2026 |
| Wernau Asset Management Inc. |
2026 Q1 |
4/22/2026 |
| 1492 Capital Management LLC |
2026 Q1 |
4/22/2026 |
| BKM Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2026 Q1 |
4/22/2026 |
| AGH Wealth Advisors, LLC |
2026 Q1 |
4/22/2026 |
| Onyx Bridge Wealth Group LLC |
2026 Q1 |
4/22/2026 |
| MRA Advisory Group |
2026 Q1 |
4/22/2026 |
| apricus wealth, LLC |
2026 Q1 |
4/22/2026 |
| LOUISBOURG INVESTMENTS INC. |
2026 Q1 |
4/22/2026 |
| Goodman Advisory Group, LLC |
2026 Q1 |
4/22/2026 |
| J. L. Bainbridge & Co., Inc. |
2026 Q1 |
4/22/2026 |
| Caldwell Trust Co |
2026 Q1 |
4/22/2026 |
| Midwest Financial Group LLC |
2026 Q1 |
4/22/2026 |
| Advocate Investing Services LLC |
2026 Q1 |
4/22/2026 |
| Boomfish Wealth Group, LLC |
2026 Q1 |
4/22/2026 |
| Nicholson Meyer Capital Management, Inc. |
2026 Q1 |
4/22/2026 |
| CrossGen Wealth, LLC |
2026 Q1 |
4/22/2026 |
| Horizon Advisory Services, Inc. |
2026 Q1 |
4/22/2026 |
| HORIZON BANCORP INC /IN/ |
2026 Q1 |
4/22/2026 |
| Janney Montgomery Scott LLC |
2026 Q1 |
4/22/2026 |
| Skylands Capital, LLC |
2026 Q1 |
4/22/2026 |
| Vannoy Advisory Group, Inc. |
2026 Q1 |
4/22/2026 |
| Wilkins Miller Wealth Management, LLC |
2026 Q1 |
4/22/2026 |
| Ampfield Management, L.P. |
2026 Q1 |
4/22/2026 |
| Sylvest Advisors, LLC |
2026 Q1 |
4/22/2026 |
| DIAMANT ASSET MANAGEMENT, INC. |
2026 Q1 |
4/22/2026 |
| Tepp RIA, LLC |
2026 Q1 |
4/22/2026 |
| Kenora Financial, LLC |
2026 Q1 |
4/22/2026 |
| Clarity Wealth Development LLC |
2026 Q1 |
4/22/2026 |
| Pasadena Private Wealth, LLC |
2026 Q1 |
4/22/2026 |
| Apollon Wealth Management, LLC |
2026 Q1 |
4/22/2026 |