| NAPLES GLOBAL ADVISORS, LLC |
2026 Q1 |
4/20/2026 |
| BENEDICT FINANCIAL ADVISORS INC |
2026 Q1 |
4/20/2026 |
| Cushing Capital Partners, LLC |
2026 Q1 |
4/20/2026 |
| Foster Victor Wealth Advisors, LLC |
2026 Q1 |
4/20/2026 |
| Values Added Financial LLC |
2026 Q1 |
4/20/2026 |
| Holcombe Financial, Inc. |
2026 Q1 |
4/20/2026 |
| Darrow Company, Inc. |
2026 Q1 |
4/20/2026 |
| CWA Asset Management Group, LLC |
2026 Q1 |
4/20/2026 |
| Strong Retirement Solutions LLC |
2026 Q1 |
4/20/2026 |
| Yorktown Management & Research Co Inc |
2026 Q1 |
4/20/2026 |
| Assenagon Asset Management S.A. |
2026 Q1 |
4/20/2026 |
| SURIENCE PRIVATE WEALTH LLC |
2026 Q1 |
4/20/2026 |
| Thoma Capital Management LLC |
2026 Q1 |
4/20/2026 |
| MILLER HOWARD INVESTMENTS INC /NY |
2026 Q1 |
4/20/2026 |
| AMIRAL GESTION |
2026 Q1 |
4/20/2026 |
| Focused Wealth Management, Inc |
2026 Q1 |
4/20/2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2026 Q1 |
4/20/2026 |
| Consilium Wealth Advisory, LLC |
2026 Q1 |
4/20/2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/20/2026 |
| Gilbert Capital Group, Inc. |
2026 Q1 |
4/20/2026 |
| Aurora Investment Managers, LLC. |
2026 Q1 |
4/20/2026 |
| Tranquility Partners, LLC |
2026 Q1 |
4/20/2026 |
| GODSEY & GIBB, INC |
2026 Q1 |
4/20/2026 |
| Legal Advantage Investments, Inc. |
2026 Q1 |
4/20/2026 |
| Hixon Zuercher, LLC |
2026 Q1 |
4/20/2026 |
| Courant Investment Management LLC |
2026 Q1 |
4/20/2026 |
| Keudell/Morrison Wealth Management |
2026 Q1 |
4/20/2026 |
| Kercheville Advisors, LLC |
2026 Q1 |
4/20/2026 |
| Centennial Wealth Advisory LLC |
2026 Q1 |
4/20/2026 |
| OP Asset Management Ltd |
2025 Q3 |
4/20/2026 |
| Banque Cantonale Vaudoise |
2026 Q1 |
4/20/2026 |
| Apella Capital, LLC |
2026 Q1 |
4/20/2026 |
| Provenance Wealth Advisors, LLC |
2026 Q1 |
4/20/2026 |
| Ashoka WhiteOak Capital Pte Ltd |
2026 Q1 |
4/20/2026 |
| Svenska Handelsbanken AB (publ) |
2026 Q1 |
4/20/2026 |
| OP Asset Management Ltd |
2025 Q2 |
4/20/2026 |
| OP Asset Management Ltd |
2026 Q1 - NEW HOLDINGS |
4/20/2026 |
| OP Asset Management Ltd |
2025 Q1 |
4/20/2026 |
| FACTORIAL MANAGEMENT Ltd |
2026 Q1 |
4/20/2026 |
| BROWN, LISLE/CUMMINGS, INC. |
2026 Q1 |
4/17/2026 |
| Fifth Third Wealth Advisors LLC |
2026 Q1 |
4/17/2026 |
| RFG Advisory, LLC |
2026 Q1 |
4/17/2026 |
| Aspen Capital Management, LLC |
2026 Q1 |
4/17/2026 |
| Astoria Strategic Wealth, Inc. |
2026 Q1 |
4/17/2026 |
| Stonebridge Financial Group, LLC / MO |
2026 Q1 |
4/17/2026 |
| Aspire Growth Partners LLC |
2026 Q1 |
4/17/2026 |
| Robbins Farley |
2026 Q1 |
4/17/2026 |
| Sovereign Financial Group, Inc. |
2026 Q1 |
4/17/2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2026 Q1 |
4/17/2026 |
| Signal Advisors Wealth, LLC |
2026 Q1 |
4/17/2026 |
| FIRST NATIONAL BANK SIOUX FALLS |
2026 Q1 |
4/17/2026 |
| Worth Asset Management, LLC |
2026 Q1 |
4/17/2026 |
| Essex Bank |
2026 Q1 |
4/17/2026 |
| Provident Wealth Management, LLC |
2026 Q1 |
4/17/2026 |
| Total Clarity Wealth Management, Inc. |
2026 Q1 |
4/17/2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
2026 Q1 |
4/17/2026 |
| Prentice Wealth Management LLC |
2026 Q1 |
4/17/2026 |
| Certified Advisory Corp |
2026 Q1 |
4/17/2026 |
| Wealth Management Partners, LLC |
2026 Q1 |
4/17/2026 |
| Trinity Wealth Management, LLC |
2026 Q1 |
4/17/2026 |
| First City Capital Management, Inc. |
2026 Q1 |
4/17/2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC |
2026 Q1 |
4/17/2026 |
| Blankinship & Foster, LLC |
2026 Q1 |
4/17/2026 |
| Sherborne Investors Management LP |
2026 Q1 |
4/17/2026 |
| Forbes Financial Planning, Inc. |
2026 Q1 |
4/17/2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2026 Q1 |
4/17/2026 |
| Summit Wealth Partners, LLC |
2026 Q1 |
4/17/2026 |
| NOVARE CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/17/2026 |
| WealthBridge Capital Management, LLC |
2026 Q1 |
4/17/2026 |
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/17/2026 |
| Verde Capital Management |
2026 Q1 |
4/17/2026 |
| PARAGON CAPITAL MANAGEMENT INC |
2026 Q1 |
4/17/2026 |
| WEBSTER BANK, N. A. |
2026 Q1 |
4/17/2026 |
| Gibson Capital, LLC |
2026 Q1 |
4/17/2026 |
| SWP FINANCIAL LLC |
2026 Q1 |
4/17/2026 |
| Elk River Wealth Management LLC |
2026 Q1 |
4/17/2026 |
| RAMSEY QUANTITATIVE SYSTEMS |
2026 Q1 |
4/17/2026 |
| Harbour Wealth Management Group, Inc. |
2026 Q1 |
4/17/2026 |
| Clear Trail Advisors, LLC |
2026 Q1 |
4/17/2026 |
| LMG Wealth Partners, LLC |
2026 Q1 |
4/17/2026 |
| First Citizens Asset Management, Inc. |
2026 Q1 |
4/17/2026 |
| AGP FRANKLIN, LLC |
2026 Q1 |
4/17/2026 |
| Atlas Brown,Inc. |
2026 Q1 |
4/17/2026 |
| SVB WEALTH LLC |
2026 Q1 |
4/17/2026 |
| Baker Ellis Asset Management LLC |
2026 Q1 |
4/17/2026 |
| Outlook Wealth Advisors, LLC |
2026 Q1 |
4/17/2026 |
| Cornell Pochily Investment Advisors, Inc. |
2026 Q1 |
4/17/2026 |
| Bell Investment Advisors, Inc |
2026 Q1 |
4/17/2026 |
| Athena Wealth Management, LLC |
2025 Q4 |
4/17/2026 |
| Athena Wealth Management, LLC |
2026 Q1 |
4/17/2026 |
| Marathon Mission, Inc. |
2026 Q1 |
4/17/2026 |
| ANCHYRA PARTNERS LLC |
2026 Q1 |
4/17/2026 |
| AdvisorNet Financial, Inc |
2026 Q1 |
4/17/2026 |
| Viewpoint Capital Management LLC |
2026 Q1 |
4/17/2026 |
| Discipline Wealth Solutions, LLC |
2026 Q1 |
4/17/2026 |
| Community Bank & Trust, Waco, Texas |
2026 Q1 |
4/17/2026 |
| Ballentine Capital Advisors, Inc |
2026 Q1 |
4/17/2026 |
| DEFINED WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/17/2026 |
| KIRR MARBACH & CO LLC /IN/ |
2026 Q1 |
4/17/2026 |
| Krilogy Financial LLC |
2026 Q1 |
4/17/2026 |