| FORTE ASSET MANAGEMENT LLC |
2026 Q2 |
7/21/2026 |
| River Street Advisors LLC |
2026 Q2 |
7/21/2026 |
| Keystone Financial Group, Inc. |
2026 Q2 |
7/21/2026 |
| October Effect Ltd |
2026 Q2 |
7/21/2026 |
| Legacy Financial Strategies, LLC |
2026 Q2 |
7/21/2026 |
| JABODON PT CO |
2026 Q2 |
7/21/2026 |
| Transmarket Holdings LP |
2026 Q2 |
7/21/2026 |
| ASL Financial, LLC |
2026 Q2 |
7/21/2026 |
| Harrison Street Private Wealth LLC |
2026 Q2 |
7/21/2026 |
| CWC Advisors, LLC. |
2026 Q2 |
7/21/2026 |
| FOUNDATION RESOURCE MANAGEMENT INC |
2026 Q2 |
7/21/2026 |
| Worthington Financial Partners, LLC |
2026 Q2 |
7/21/2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC |
2026 Q2 |
7/21/2026 |
| First Nebraska Trust Co |
2014 Q3 |
7/21/2026 |
| Brucke Financial, Inc. |
2026 Q2 |
7/21/2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. |
2026 Q2 |
7/21/2026 |
| Premier Path Wealth Partners, LLC |
2026 Q2 |
7/21/2026 |
| PRECEDENT WEALTH PARTNERS, LLC |
2026 Q2 |
7/21/2026 |
| ENCOMPASS WEALTH ADVISORS, LLC |
2026 Q2 |
7/21/2026 |
| Lewis Asset Management, LLC |
2026 Q2 |
7/21/2026 |
| Kondo Wealth Advisors, Inc. |
2026 Q2 |
7/21/2026 |
| Founders Capital Management |
2026 Q2 |
7/21/2026 |
| Northern Capital Management, Inc. |
2026 Q2 |
7/21/2026 |
| Triad Investment Management |
2026 Q2 |
7/21/2026 |
| Wealth Group, Ltd. |
2026 Q2 |
7/21/2026 |
| AMERICAN ASSET MANAGEMENT INC. |
2026 Q2 |
7/21/2026 |
| BNC WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| NorthAvenue LLC |
2026 Q2 |
7/21/2026 |
| Marshall & Sterling Wealth Advisors Inc. |
2026 Q2 |
7/21/2026 |
| Compass Wealth Management, LLC/GA |
2026 Q2 |
7/21/2026 |
| Optas, LLC |
2026 Q2 |
7/21/2026 |
| Newport Capital Group, LLC |
2026 Q2 |
7/21/2026 |
| Guardian Asset Advisors, LLC |
2026 Q2 |
7/21/2026 |
| First Nebraska Trust Co |
2014 Q4 |
7/21/2026 |
| FACTORY MUTUAL INSURANCE CO |
2026 Q2 |
7/21/2026 |
| Eagle Strategies LLC |
2026 Q2 |
7/21/2026 |
| CAMPBELL CAPITAL MANAGEMENT INC |
2026 Q2 |
7/21/2026 |
| CHIRON CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/21/2026 |
| Accredited Investors Inc. |
2026 Q2 |
7/21/2026 |
| FORTERIS WEALTH MANAGEMENT INC. |
2026 Q2 |
7/21/2026 |
| OAK RIDGE INVESTMENTS LLC |
2026 Q2 |
7/21/2026 |
| DBK Financial Counsel, LLC |
2026 Q2 |
7/21/2026 |
| Pacific Park Financial, Inc. |
2026 Q2 |
7/21/2026 |
| SHIKIAR ASSET MANAGEMENT INC |
2026 Q2 |
7/21/2026 |
| VISTA INVESTMENT PARTNERS II, LLC |
2026 Q2 |
7/21/2026 |
| Cyndeo Wealth Partners, LLC |
2026 Q2 |
7/21/2026 |
| DELTEC ASSET MANAGEMENT LLC |
2026 Q2 |
7/21/2026 |
| Hudson Oak Wealth Advisory LLC |
2026 Q2 |
7/21/2026 |
| Lord & Richards Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| Putney Financial Group LLC |
2026 Q2 |
7/21/2026 |
| Foguth Wealth Management, LLC. |
2026 Q2 |
7/21/2026 |
| Williams Financial, LLC |
2026 Q2 |
7/21/2026 |
| Flagship Capital Management Inc. |
2026 Q2 |
7/21/2026 |
| Paradigm, Strategies in Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| CONTINUUM WEALTH ADVISORS, LLC |
2026 Q2 |
7/21/2026 |
| Wilkins Miller Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| Kenora Financial, LLC |
2026 Q2 |
7/21/2026 |
| LEE DANNER & BASS INC |
2026 Q2 |
7/21/2026 |
| MATAURO, LLC |
2026 Q2 |
7/21/2026 |
| BERNZOTT CAPITAL ADVISORS |
2026 Q2 |
7/21/2026 |
| GEM Asset Management, LLC |
2026 Q2 |
7/21/2026 |
| APPLETON PARTNERS INC/MA |
2026 Q2 |
7/21/2026 |
| Walsh & Associates, LLC |
2026 Q2 |
7/21/2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
2026 Q2 |
7/21/2026 |
| Refined Wealth Management |
2026 Q2 |
7/21/2026 |
| Cornerstone National Bank & Trust Co |
2026 Q2 |
7/21/2026 |
| Birch Hill Investment Advisors LLC |
2026 Q2 |
7/21/2026 |
| K2 Financial Inc. |
2026 Q2 |
7/21/2026 |
| Verus Financial Partners, Inc. |
2026 Q2 |
7/21/2026 |
| SAGE FINANCIAL GROUP INC |
2026 Q2 |
7/21/2026 |
| SummerHaven Investment Management, LLC |
2026 Q2 |
7/21/2026 |
| Mendel Capital Management LLC |
2026 Q2 |
7/21/2026 |
| JACKSON SQUARE CAPITAL, LLC |
2026 Q2 |
7/21/2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2026 Q2 |
7/21/2026 |
| CUMBERLAND ADVISORS INC |
2026 Q2 |
7/21/2026 |
| Pflug Koory, LLC |
2026 Q2 |
7/21/2026 |
| Runnymede Capital Advisors, Inc. |
2026 Q2 |
7/21/2026 |
| Morton Brown Family Wealth, LLC |
2026 Q2 |
7/21/2026 |
| LAFFER TENGLER INVESTMENTS, INC. |
2026 Q2 |
7/21/2026 |
| Benefit Street Partners LLC |
2026 Q2 |
7/21/2026 |
| Cobblestone Asset Management LLC |
2026 Q2 |
7/21/2026 |
| Cardinal Capital Management |
2026 Q2 |
7/21/2026 |
| Darwin Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| Compton Wealth Advisory Group, LLC |
2026 Q2 |
7/21/2026 |
| 1015 Capital Partners, LLC |
2026 Q2 |
7/21/2026 |
| McGlone Suttner Wealth Management, Inc. |
2026 Q2 |
7/21/2026 |
| Omega Financial Group, LLC |
2026 Q2 |
7/21/2026 |
| Altus Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| HEFFERNAN ADVISORY, INC |
2026 Q2 |
7/21/2026 |
| MITCHELL SINKLER & STARR/PA |
2026 Q2 |
7/21/2026 |
| DecisionMap Wealth Management, LLC |
2026 Q2 |
7/21/2026 |
| HMS Capital Management, LLC |
2026 Q2 |
7/21/2026 |
| Legacy Private Trust Co. |
2026 Q2 |
7/21/2026 |
| Boston Common Asset Management, LLC |
2026 Q2 |
7/21/2026 |
| ONE Advisory Partners, LLC |
2026 Q2 |
7/21/2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2026 Q2 |
7/21/2026 |
| Vision Retirement, LLC |
2026 Q2 |
7/21/2026 |
| Egerton Capital (UK) LLP |
2026 Q2 |
7/21/2026 |
| Nicholson Meyer Capital Management, Inc. |
2026 Q2 |
7/21/2026 |
| SOA Wealth Advisors, LLC. |
2026 Q2 |
7/21/2026 |