| Fortune Financial Advisors, LLC |
2026 Q2 |
7/22/2026 |
| Wealth Enhancement Trust Services, Inc. |
2026 Q2 - RESTATEMENT |
7/22/2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2026 Q2 |
7/22/2026 |
| Metropolis Capital Ltd |
2026 Q2 |
7/22/2026 |
| ADAMS NATURAL RESOURCES FUND, INC. |
2026 Q2 |
7/22/2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2026 Q2 |
7/22/2026 |
| E Fund Management (Hong Kong) Co., Ltd. |
2026 Q2 |
7/22/2026 |
| Braeburn Wealth Management LLC |
2026 Q2 |
7/21/2026 |
| Sequent Asset Management, LLC |
2026 Q1 |
7/21/2026 |
| JCSD Capital, LLC |
2026 Q2 |
7/21/2026 |
| Life Planning Partners, Inc |
2026 Q2 |
7/21/2026 |
| My Personal CFO, LLC |
2026 Q2 |
7/21/2026 |
| Hidden Cove Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| BetterWealth, LLC |
2026 Q2 |
7/21/2026 |
| Foundation Wealth Management, LLC\PA |
2026 Q2 |
7/21/2026 |
| CENTRAL VALLEY ADVISORS, LLC |
2026 Q2 |
7/21/2026 |
| Revisor Wealth Management LLC |
2026 Q2 |
7/21/2026 |
| WINNACLE WEALTH LLC |
2026 Q2 |
7/21/2026 |
| Sequent Asset Management, LLC |
2026 Q2 |
7/21/2026 |
| Catterton Management Company, L.L.C. |
2026 Q2 |
7/21/2026 |
| North Growth Management Ltd. |
2026 Q2 |
7/21/2026 |
| Foundry Financial LLC |
2026 Q2 |
7/21/2026 |
| MFA Wealth Services |
2026 Q2 |
7/21/2026 |
| Capital Squared Financial LLC |
2026 Q2 |
7/21/2026 |
| JM2 Capital Inc. |
2026 Q2 |
7/21/2026 |
| Aurora Private Wealth, Inc. |
2026 Q2 |
7/21/2026 |
| Fearless Solutions, LLC dba Best Invest |
2026 Q2 |
7/21/2026 |
| Benchmark Financial, LLC |
2026 Q2 |
7/21/2026 |
| STERLING INVESTMENT MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| Liberty Atlantic Advisors LLC |
2026 Q2 |
7/21/2026 |
| 4J Wealth Management LLC |
2026 Q2 |
7/21/2026 |
| SBI Okasan Asset Management Co.Ltd. |
2026 Q2 |
7/21/2026 |
| CAPSTONE CAPITAL LLC |
2026 Q2 |
7/21/2026 |
| American Institute for Advanced Investment Management, LLP |
2026 Q2 |
7/21/2026 |
| STAPP WEALTH MANAGEMENT, PLLC |
2026 Q2 |
7/21/2026 |
| Balance Wealth Partners LLC |
2026 Q2 |
7/21/2026 |
| ROMANO BROTHERS AND COMPANY |
2026 Q2 |
7/21/2026 |
| Xena Financial Planning, LLC |
2026 Q2 |
7/21/2026 |
| Franchise GP Ltd |
2026 Q2 |
7/21/2026 |
| DRIVE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| Q Fund Management (Hong Kong) Ltd |
2026 Q2 |
7/21/2026 |
| Lakehouse Capital Pty Ltd |
2026 Q2 |
7/21/2026 |
| Scarborough Advisors, LLC |
2026 Q2 |
7/21/2026 |
| Orange Investment Advisors, Inc. |
2026 Q2 |
7/21/2026 |
| Northland Capital Management LLC |
2026 Q2 |
7/21/2026 |
| Pearl Planning LLC |
2026 Q2 |
7/21/2026 |
| Financial Life Planners |
2026 Q2 |
7/21/2026 |
| Flagstone Financial Management |
2026 Q2 |
7/21/2026 |
| P.A.W. CAPITAL CORP |
2026 Q1 - NEW HOLDINGS |
7/21/2026 |
| Midwest Financial Group LLC |
2026 Q2 |
7/21/2026 |
| Appalachian Capital Management Ltd |
2026 Q2 |
7/21/2026 |
| Shotwell Rutter Baer Inc |
2026 Q2 |
7/21/2026 |
| Bay Capital Advisors, LLC |
2026 Q2 |
7/21/2026 |
| NOVEM GROUP |
2026 Q2 |
7/21/2026 |
| P.A.W. CAPITAL CORP |
2026 Q1 - RESTATEMENT |
7/21/2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2026 Q2 |
7/21/2026 |
| NORRIS PERNE & FRENCH LLP/MI |
2026 Q2 |
7/21/2026 |
| bLong Financial, LLC |
2026 Q2 |
7/21/2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC |
2026 Q2 |
7/21/2026 |
| Hofer & Associates. Inc |
2026 Q2 |
7/21/2026 |
| HighRoad Wealth Advisors, LLC |
2026 Q2 |
7/21/2026 |
| Crown Wealth Group, LLC |
2026 Q2 |
7/21/2026 |
| Columbia Asset Management |
2026 Q2 |
7/21/2026 |
| MONEYWISE, INC. |
2026 Q2 |
7/21/2026 |
| CV Advisors LLC |
2026 Q2 |
7/21/2026 |
| LS Investment Advisors, LLC |
2026 Q2 |
7/21/2026 |
| WestHill Financial Advisors, Inc. |
2026 Q2 |
7/21/2026 |
| Center for Financial Planning, Inc. |
2026 Q2 |
7/21/2026 |
| Wilkerson Advisory Group LLC |
2026 Q2 |
7/21/2026 |
| Retirement Management Systems Inc. |
2026 Q2 |
7/21/2026 |
| Demars Financial Group, LLC |
2026 Q2 |
7/21/2026 |
| 5T Wealth, LLC |
2026 Q2 |
7/21/2026 |
| AMI ASSET MANAGEMENT CORP |
2026 Q2 |
7/21/2026 |
| SOUTHERN MICHIGAN BANK & TRUST |
2026 Q2 |
7/21/2026 |
| Gunderson Capital Management LLC |
2026 Q2 |
7/21/2026 |
| GREENLEAF TRUST |
2026 Q2 |
7/21/2026 |
| Cordoba Advisory Partners LLC |
2026 Q2 |
7/21/2026 |
| Biltmore Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| EVOLUTION WEALTH MANAGEMENT INC. |
2026 Q2 |
7/21/2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| UNIQUE WEALTH, LLC |
2026 Q2 |
7/21/2026 |
| DAVIDSON INVESTMENT ADVISORS |
2026 Q2 |
7/21/2026 |
| CRUX WEALTH ADVISORS |
2026 Q2 |
7/21/2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2026 Q2 |
7/21/2026 |
| FULCRUM WEALTH ADVISORS, LLC |
2026 Q2 |
7/21/2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q2 |
7/21/2026 |
| PROATHLETE WEALTH MANAGEMENT LLC |
2026 Q2 |
7/21/2026 |
| Jefferson Bridge Capital, LLC |
2026 Q2 |
7/21/2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2026 Q2 |
7/21/2026 |
| Portus Wealth Advisors, LLC |
2026 Q2 |
7/21/2026 |
| Madson Wealth Advisors Inc |
2026 Q2 |
7/21/2026 |
| RCW Management, LLC |
2026 Q2 |
7/21/2026 |
| LANDAAS & CO /WI /ADV |
2026 Q2 |
7/21/2026 |
| CLARIS ADVISORS, LLC / MO / |
2026 Q2 |
7/21/2026 |
| Financial Architects, LLC |
2026 Q2 |
7/21/2026 |
| Raleigh Capital Management Inc. |
2026 Q2 |
7/21/2026 |
| FLYWHEEL PRIVATE WEALTH LLC |
2026 Q2 |
7/21/2026 |
| Red Mountain Financial, LLC |
2026 Q2 |
7/21/2026 |
| Ifrah Financial Services, Inc. |
2026 Q2 |
7/21/2026 |
| OLD SECOND NATIONAL BANK OF AURORA |
2026 Q2 |
7/21/2026 |