| VMS Asset Management Limited |
2026 Q2 |
7/22/2026 |
| Oregon Pacific Wealth Management, LLC |
2026 Q2 |
7/22/2026 |
| JDH Wealth Management, LLC |
2026 Q2 |
7/22/2026 |
| Monument Capital Management |
2026 Q2 |
7/22/2026 |
| Newton One Investments LLC |
2026 Q2 |
7/22/2026 |
| MB, LEVIS & ASSOCIATES, LLC |
2026 Q2 |
7/22/2026 |
| Fortitude Advisory Group L.L.C. |
2026 Q2 |
7/22/2026 |
| Heritage Wealth Management, Inc. /CA/ |
2026 Q2 |
7/22/2026 |
| Allegheny Financial Group |
2026 Q2 |
7/22/2026 |
| Capital Planning LLC |
2026 Q2 |
7/22/2026 |
| First Nebraska Trust Co |
2014 Q1 |
7/22/2026 |
| MILFAM LLC |
2026 Q2 |
7/22/2026 |
| RF&L WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/22/2026 |
| TrustWell Financial Advisors, LLC |
2026 Q2 |
7/22/2026 |
| First Nebraska Trust Co |
2014 Q2 |
7/22/2026 |
| Entelevest, LLC |
2026 Q2 |
7/22/2026 |
| Owen LaRue, LLC |
2026 Q2 |
7/22/2026 |
| FIDELIS iM, LLC |
2026 Q2 |
7/22/2026 |
| Red Tree Management, LLC |
2026 Q2 |
7/22/2026 |
| Alta Partners Management Company, L.P. |
2026 Q2 |
7/22/2026 |
| True North Advisors, LLC |
2026 Q2 |
7/22/2026 |
| Andera Partners |
2026 Q2 |
7/22/2026 |
| Ahara Advisors LLC |
2026 Q2 |
7/22/2026 |
| Wendel SE |
2026 Q2 |
7/22/2026 |
| Legacy CG, LLC |
2026 Q2 |
7/22/2026 |
| State of Wisconsin - Board of Commissioners of Public Lands |
2026 Q2 |
7/22/2026 |
| Wildcat Capital Management, LLC |
2026 Q2 |
7/22/2026 |
| Yoder Wealth Management, Inc. |
2026 Q2 |
7/22/2026 |
| Townsend & Associates, Inc |
2026 Q2 |
7/22/2026 |
| Consolidated Investment Group LLC |
2026 Q2 |
7/22/2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC |
2026 Q2 |
7/22/2026 |
| Confluence Wealth Services, Inc. |
2026 Q2 |
7/22/2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC |
2026 Q2 |
7/22/2026 |
| Kooman & Associates |
2026 Q2 |
7/22/2026 |
| Chapman Investment Management, LLC |
2026 Q2 |
7/22/2026 |
| Asset Advisors Investment Management, LLC |
2026 Q2 |
7/22/2026 |
| EXCHANGE TRADED CONCEPTS, LLC |
2026 Q2 |
7/22/2026 |
| Pembroke Management, LTD |
2026 Q2 |
7/22/2026 |
| Chris Bulman Inc |
2026 Q2 |
7/22/2026 |
| Foundry Financial Group, Inc. |
2026 Q2 |
7/22/2026 |
| LAVELLE CAPITAL LP |
2026 Q2 |
7/22/2026 |
| Orca Wealth Management, LLC |
2026 Q2 |
7/22/2026 |
| Lee Financial Co |
2026 Q2 |
7/22/2026 |
| Sippican Capital Advisors |
2026 Q2 |
7/22/2026 |
| Lighthouse Wealth Management Inc. |
2026 Q2 |
7/22/2026 |
| Meridian Financial Advisors, LLC |
2026 Q2 |
7/22/2026 |
| Harbor Asset Planning, Inc. |
2026 Q2 |
7/22/2026 |
| Two West Capital Advisors LLC |
2026 Q2 |
7/22/2026 |
| Financial Guidance Group, Inc. |
2026 Q2 |
7/22/2026 |
| ALBION FINANCIAL GROUP /UT |
2026 Q2 |
7/22/2026 |
| Oakworth Capital, Inc. |
2026 Q2 |
7/22/2026 |
| AllGen Financial Advisors, Inc. |
2026 Q2 |
7/22/2026 |
| MARATHON CAPITAL MANAGEMENT |
2026 Q2 |
7/22/2026 |
| Retireful, LLC |
2026 Q2 |
7/22/2026 |
| Capital Management Associates, Inc |
2026 Q2 |
7/22/2026 |
| David Kennon Inc |
2026 Q2 |
7/22/2026 |
| York GP, Ltd. |
2026 Q2 |
7/22/2026 |
| Beaumont Asset Management, L.L.C. |
2026 Q2 |
7/22/2026 |
| Atlatl Advisers LLC |
2026 Q2 |
7/22/2026 |
| Hopwood Financial Services, Inc. |
2026 Q2 |
7/22/2026 |
| Chicago Capital Management, LLC |
2026 Q2 |
7/22/2026 |
| Cross Staff Investments Inc |
2026 Q2 |
7/22/2026 |
| Golden State Wealth Management, LLC |
2026 Q2 |
7/22/2026 |
| MONARCH CAPITAL MANAGEMENT INC |
2026 Q2 |
7/22/2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2026 Q2 |
7/22/2026 |
| Kingsman Wealth Management, Inc. |
2026 Q2 |
7/22/2026 |
| Slow Capital, Inc. |
2026 Q2 |
7/22/2026 |
| Symphony Financial Services, Inc. |
2026 Q2 |
7/22/2026 |
| PRESILIUM PRIVATE WEALTH, LLC |
2026 Q2 |
7/22/2026 |
| Legacy Wealth Partners, LLC |
2026 Q2 |
7/22/2026 |
| Networth Advisors, LLC |
2026 Q2 |
7/22/2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2026 Q2 |
7/22/2026 |
| Altura Wealth Advisors Inc. |
2026 Q2 |
7/22/2026 |
| Split Rock Private Trading & Wealth Management, LLC |
2026 Q2 |
7/22/2026 |
| Western Financial Corp/CA |
2026 Q2 |
7/22/2026 |
| LMCG INVESTMENTS, LLC |
2026 Q2 |
7/22/2026 |
| Bayshore Capital Advisors, LLC |
2026 Q2 |
7/22/2026 |
| Catawba River Capital |
2026 Q2 |
7/22/2026 |
| SpringVest Wealth Management LLC |
2026 Q2 |
7/22/2026 |
| Riverbend Wealth Management, LLC |
2026 Q2 |
7/22/2026 |
| Telos Capital Management, Inc. |
2026 Q2 |
7/22/2026 |
| Sage Investment Counsel LLC |
2026 Q2 |
7/22/2026 |
| Harbor Group, Inc. |
2026 Q2 |
7/22/2026 |
| Legacies Wealth LLC |
2026 Q2 |
7/22/2026 |
| Lesa Sroufe & Co |
2026 Q2 |
7/22/2026 |
| Spectrum Financial Alliance Ltd LLC |
2026 Q2 |
7/22/2026 |
| WEALTH MANAGEMENT RESOURCES, INC. |
2026 Q2 |
7/22/2026 |
| Columbus Macro, LLC |
2026 Q2 |
7/22/2026 |
| McElhenny Sheffield Capital Management, LLC |
2026 Q2 |
7/22/2026 |
| Cornerstone Wealth Management, LLC |
2026 Q2 |
7/22/2026 |
| Canopy Partners, LLC |
2026 Q2 |
7/22/2026 |
| RiverTree Advisors, LLC |
2026 Q2 |
7/22/2026 |
| Bishop & Co Investment Management, LLC |
2026 Q2 |
7/22/2026 |
| Beach Point Capital Management LP |
2026 Q2 |
7/22/2026 |
| Arlington Financial Advisors, LLC |
2026 Q2 |
7/22/2026 |
| SFG Wealth Management, LLC. |
2026 Q2 |
7/22/2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2026 Q2 |
7/22/2026 |
| Leicht Financial Planning & Wealth Management, Inc. |
2026 Q2 |
7/22/2026 |
| IMPACTfolio, LLC |
2026 Q2 |
7/22/2026 |
| COERENTE CAPITAL MANAGEMENT |
2026 Q2 |
7/22/2026 |