| Phocas Financial Corp. |
2025 Q4 - RESTATEMENT |
1/26/2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2025 Q4 |
1/26/2026 |
| SeaBridge Investment Advisors LLC |
2025 Q4 |
1/26/2026 |
| Covenant Partners, LLC |
2025 Q4 |
1/26/2026 |
| PRIVATE TRUST CO NA |
2025 Q4 |
1/26/2026 |
| WHITTIER TRUST CO OF NEVADA INC |
2025 Q4 |
1/26/2026 |
| WBH ADVISORY INC |
2025 Q4 |
1/26/2026 |
| SONATA CAPITAL GROUP INC |
2025 Q4 |
1/26/2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC |
2025 Q4 |
1/26/2026 |
| WHITTIER TRUST CO |
2025 Q4 |
1/26/2026 |
| DUPONT CAPITAL MANAGEMENT CORP |
2025 Q4 |
1/26/2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2025 Q4 |
1/26/2026 |
| Towne Trust Company, N.A |
2025 Q4 |
1/26/2026 |
| BAXTER BROS INC |
2025 Q4 |
1/26/2026 |
| NOTTINGHAM ADVISORS, INC. |
2025 Q4 |
1/26/2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q4 |
1/26/2026 |
| WRIGHT INVESTORS SERVICE INC |
2025 Q4 |
1/26/2026 |
| PEOPLES FINANCIAL SERVICES CORP. |
2025 Q4 |
1/26/2026 |
| Roof Eidam Maycock Peralta, LLC |
2025 Q4 |
1/26/2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2025 Q4 |
1/26/2026 |
| STEPH & CO |
2025 Q4 |
1/23/2026 |
| BURNEY CO/ |
2025 Q4 |
1/23/2026 |
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q4 |
1/23/2026 |
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q4 |
1/23/2026 |
| NBT BANK N A /NY |
2025 Q4 |
1/23/2026 |
| FACTORY MUTUAL INSURANCE CO |
2025 Q4 |
1/23/2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2025 Q4 |
1/23/2026 |
| LINCOLN CAPITAL CORP |
2025 Q4 |
1/23/2026 |
| Penn Mutual Asset Management |
2025 Q4 |
1/23/2026 |
| ZWJ INVESTMENT COUNSEL INC |
2025 Q4 |
1/23/2026 |
| WHITENER CAPITAL MANAGEMENT, INC. |
2025 Q4 |
1/23/2026 |
| CAMBIAR INVESTORS LLC |
2025 Q4 |
1/23/2026 |
| VALLEY NATIONAL ADVISERS INC |
2025 Q4 |
1/23/2026 |
| FIFTH THIRD SECURITIES, INC. |
2025 Q4 |
1/23/2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2025 Q4 |
1/23/2026 |
| ALTFEST L J & CO INC |
2025 Q4 |
1/23/2026 |
| LILLY ENDOWMENT INC |
2025 Q4 |
1/23/2026 |
| Calder Financial LLC |
2025 Q4 |
1/23/2026 |
| John S. & James L. Knight Foundation, Inc. |
2025 Q4 |
1/23/2026 |
| JM2 Capital Inc. |
2025 Q4 |
1/23/2026 |
| Split Rock Private Trading & Wealth Management, LLC |
2025 Q4 |
1/23/2026 |
| Hudson Oak Wealth Advisory LLC |
2025 Q4 |
1/23/2026 |
| Luma Capital S.A. - SPF |
2025 Q4 |
1/23/2026 |
| Integrated Financial Solutions, Inc. |
2025 Q4 |
1/23/2026 |
| Third View Private Wealth, LLC |
2025 Q4 |
1/23/2026 |
| Gibbs Wealth Management |
2025 Q4 |
1/23/2026 |
| LOM Asset Management Ltd |
2025 Q4 |
1/23/2026 |
| OPTIMA CAPITAL LLC |
2025 Q4 |
1/23/2026 |
| Legacy Advisory Services, LLC |
2025 Q4 |
1/23/2026 |
| Uptown Financial Advisors LLC |
2025 Q4 |
1/23/2026 |
| Summit Financial Consulting LLC |
2025 Q4 |
1/23/2026 |
| Kagan Cocozza Asset Management |
2025 Q4 |
1/23/2026 |
| SFM, LLC |
2025 Q4 |
1/23/2026 |
| BINGHAM PRIVATE WEALTH, LLC |
2025 Q4 |
1/23/2026 |
| SpringVest Wealth Management LLC |
2025 Q4 |
1/23/2026 |
| Bayhunt Capital LLC |
2025 Q4 |
1/23/2026 |
| Ball & Co Wealth Management Inc. |
2025 Q4 |
1/23/2026 |
| Blue Sky Capital Consultants Group, Inc. |
2025 Q4 |
1/23/2026 |
| Putney Financial Group LLC |
2025 Q4 |
1/23/2026 |
| Lunate Capital Ltd |
2025 Q4 |
1/23/2026 |
| CURA WEALTH ADVISORS, LLC |
2025 Q4 |
1/23/2026 |
| Vestment Financial LLC |
2025 Q4 |
1/23/2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
2025 Q4 |
1/23/2026 |
| Sage Investment Counsel LLC |
2025 Q4 |
1/23/2026 |
| RFG - Bristol Wealth Advisors, LLC |
2025 Q4 |
1/23/2026 |
| Warburton Capital Management, LLC |
2025 Q4 |
1/23/2026 |
| FORTRESS FINANCIAL GROUP, LLC |
2025 Q4 |
1/23/2026 |
| Atala Financial Inc |
2025 Q4 |
1/23/2026 |
| Journey Beyond Wealth, LLC |
2025 Q4 |
1/23/2026 |
| PMG Wealth Management, Inc. |
2025 Q4 |
1/23/2026 |
| CATHY PARETO & ASSOCIATES, INC |
2025 Q4 |
1/23/2026 |
| FFG Partners, LLC |
2025 Q4 |
1/23/2026 |
| Vested Financial Planning, LLC |
2025 Q4 |
1/23/2026 |
| Prosperity Advisers, LLC |
2025 Q4 |
1/23/2026 |
| Axos Invest Inc. |
2025 Q4 |
1/23/2026 |
| Old North State Wealth Management, LLC |
2025 Q4 |
1/23/2026 |
| Fortress Financial Solutions, LLC |
2025 Q4 |
1/23/2026 |
| PARAGON CAPITAL MANAGEMENT INC |
2025 Q4 |
1/23/2026 |
| Gilbert Capital Group, Inc. |
2025 Q4 |
1/23/2026 |
| Meridian Financial Advisors, LLC |
2025 Q4 |
1/23/2026 |
| Stanich Group LLC |
2025 Q4 |
1/23/2026 |
| Kelsey Financial, LLC |
2025 Q4 |
1/23/2026 |
| BRIGHT FINANCIAL ADVISORS, INC. |
2025 Q4 |
1/23/2026 |
| Diversify Advisory Services, LLC |
2025 Q4 |
1/23/2026 |
| McCarthy & Cox |
2025 Q4 |
1/23/2026 |
| Cove Private Wealth, LLC |
2025 Q4 |
1/23/2026 |
| Power Alpha Investment Ltd |
2025 Q4 |
1/23/2026 |
| Sunpointe, LLC |
2025 Q4 |
1/23/2026 |
| ALLEN WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/23/2026 |
| Private Wealth Management Group, LLC |
2025 Q4 |
1/23/2026 |
| Mustard Seed Financial, LLC |
2025 Q4 |
1/23/2026 |
| Gilliland Jeter Wealth Management LLC |
2025 Q4 |
1/23/2026 |
| Fonville Wealth Management LLC |
2025 Q4 |
1/23/2026 |
| SMITH, MOORE & CO. |
2025 Q4 |
1/23/2026 |
| Mastercard Foundation Asset Management Corp |
2025 Q4 |
1/23/2026 |
| Tyche Wealth Partners LLC |
2025 Q4 |
1/23/2026 |
| Keener Financial Planning LLC |
2025 Q4 |
1/23/2026 |
| VISIONARY HORIZONS, LLC |
2025 Q4 |
1/23/2026 |
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q4 |
1/23/2026 |
| Farther Finance Advisors, LLC |
2025 Q4 |
1/23/2026 |