| Canaan Partners XI LLC |
2026 Q2 |
7/20/2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2026 Q2 |
7/20/2026 |
| SlateStone Wealth, LLC |
2026 Q2 |
7/20/2026 |
| Empirical Capital Management, LLC |
2026 Q2 |
7/20/2026 |
| Family CFO Inc |
2026 Q2 |
7/20/2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2026 Q2 |
7/20/2026 |
| OAK FAMILY ADVISORS, LLC |
2026 Q2 |
7/20/2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q2 |
7/20/2026 |
| Interchange Capital Partners, LLC |
2026 Q2 |
7/20/2026 |
| Human Investing LLC |
2026 Q2 |
7/20/2026 |
| WEBSTER BANK, N. A. |
2026 Q2 |
7/20/2026 |
| SALZHAUER MICHAEL |
2026 Q2 |
7/20/2026 |
| GATEWAY INVESTMENT ADVISERS LLC |
2026 Q2 |
7/20/2026 |
| Aull & Monroe Investment Management Corp |
2026 Q2 |
7/20/2026 |
| Sage Capital Management, LLC |
2026 Q2 |
7/20/2026 |
| FLC Capital Advisors |
2026 Q2 |
7/20/2026 |
| PETREDIS INVESTMENT ADVISORS LLC |
2026 Q2 |
7/20/2026 |
| Sound Income Strategies, LLC |
2026 Q2 |
7/20/2026 |
| Altrafin AG |
2026 Q2 - RESTATEMENT |
7/20/2026 |
| Owl Creek Wealth Partners LLC |
2026 Q2 |
7/20/2026 |
| GUYASUTA INVESTMENT ADVISORS INC |
2026 Q2 |
7/20/2026 |
| ENTRUST FINANCIAL LLC |
2026 Q2 |
7/20/2026 |
| Louisiana State Employees Retirement System |
2026 Q2 |
7/20/2026 |
| First Pacific Financial |
2026 Q2 |
7/20/2026 |
| HAMILTON CAPITAL PARTNERS, LLC |
2026 Q2 |
7/20/2026 |
| Brindle & Bay Financial Advisors, LLC |
2026 Q2 |
7/20/2026 |
| IFP Advisors, Inc |
2026 Q2 |
7/20/2026 |
| Opal Wealth Advisors, LLC |
2026 Q2 |
7/20/2026 |
| Sky Investment Group LLC |
2026 Q2 |
7/20/2026 |
| Covenant Asset Management, LLC |
2026 Q2 |
7/20/2026 |
| FIRST UNITED BANK & TRUST |
2026 Q2 |
7/20/2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2026 Q2 |
7/20/2026 |
| Abacus Planning Group, Inc. |
2026 Q2 |
7/20/2026 |
| QUANTUM FINANCIAL PARTNERS LLC |
2026 Q2 |
7/20/2026 |
| TrustBank |
2026 Q2 |
7/20/2026 |
| Legend Financial Advisors, Inc. |
2026 Q2 |
7/20/2026 |
| Myriad Asset Management US LP |
2026 Q2 |
7/20/2026 |
| ARKANSAS FINANCIAL GROUP, INC. |
2026 Q2 |
7/20/2026 |
| B.O.S.S. Retirement Advisors, LLC |
2026 Q2 |
7/20/2026 |
| Physician Wealth Advisors, Inc. |
2026 Q2 |
7/20/2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2026 Q2 |
7/20/2026 |
| Envestnet Portfolio Solutions, Inc. |
2026 Q2 |
7/20/2026 |
| GUIDANCE CAPITAL, INC |
2026 Q2 |
7/20/2026 |
| High Point Wealth Management, LLC |
2026 Q2 |
7/20/2026 |
| Gibraltar Capital Management, Inc. |
2026 Q2 |
7/20/2026 |
| Bear Mountain Capital, Inc. |
2026 Q2 |
7/20/2026 |
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q2 |
7/20/2026 |
| State of Alaska, Department of Revenue |
2026 Q2 |
7/20/2026 |
| Barton Investment Management |
2026 Q2 |
7/20/2026 |
| FIRST HORIZON CORP |
2026 Q2 |
7/20/2026 |
| Sivik Global Healthcare LLC |
2026 Q2 |
7/20/2026 |
| HS Investments III Ltd |
2026 Q2 |
7/20/2026 |
| HS Investments IV Ltd |
2026 Q2 |
7/20/2026 |
| Keyes, Stange & Wooten Wealth Management, LLC |
2026 Q2 |
7/20/2026 |
| DBA TRADING, LLC |
2026 Q2 |
7/20/2026 |
| Clayton Financial Group LLC |
2026 Q2 |
7/20/2026 |
| Goldstein Advisors, LLC |
2026 Q2 |
7/20/2026 |
| EQUITEC PROPRIETARY MARKETS, LLC |
2026 Q2 |
7/20/2026 |
| BFSG, LLC |
2026 Q2 |
7/20/2026 |
| PING CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/20/2026 |
| SIERRA SUMMIT ADVISORS LLC |
2026 Q2 |
7/20/2026 |
| FORBES J M & CO LLP |
2026 Q2 |
7/20/2026 |
| TITLEIST ASSET MANAGEMENT, LLC |
2026 Q2 |
7/20/2026 |
| MISSION WEALTH MANAGEMENT, LP |
2026 Q2 |
7/20/2026 |
| Independent Wealth Network Inc. |
2026 Q2 |
7/20/2026 |
| Graphene Investments SAS |
2026 Q2 |
7/20/2026 |
| Hughes Financial Services, LLC |
2026 Q2 |
7/20/2026 |
| Myriad Asset Management Advisors LLC |
2026 Q2 |
7/20/2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/20/2026 |
| ISTHMUS PARTNERS, LLC |
2026 Q2 |
7/20/2026 |
| Poehling Capital Management, INC. |
2026 Q2 |
7/20/2026 |
| Fortitude Family Office, LLC |
2026 Q2 |
7/20/2026 |
| BROWN WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/20/2026 |
| Shakespeare Wealth Management, LLC |
2026 Q2 |
7/20/2026 |
| Wellspring Financial Advisors, LLC |
2026 Q2 |
7/20/2026 |
| Gratus Wealth Advisors, LLC |
2026 Q2 |
7/20/2026 |
| Alpha Omega Wealth Management LLC |
2026 Q2 |
7/20/2026 |
| Blackhawk Capital Partners, LLC |
2026 Q2 |
7/20/2026 |
| FORTEM FINANCIAL GROUP, LLC |
2026 Q2 |
7/20/2026 |
| HARMONY ASSET MANAGEMENT LLC |
2026 Q2 |
7/20/2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2026 Q2 |
7/20/2026 |
| Nexus Investment Management ULC |
2026 Q2 |
7/20/2026 |
| KRS Capital Management, LLC |
2026 Q2 |
7/20/2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC |
2026 Q2 |
7/20/2026 |
| KPS Global Asset Management UK Ltd |
2026 Q2 |
7/20/2026 |
| ASPIRIANT, LLC |
2026 Q2 |
7/20/2026 |
| Selective Wealth Management, Inc. |
2026 Q2 |
7/20/2026 |
| ARK & TLK INVESTMENTS, LLC |
2026 Q2 |
7/20/2026 |
| INTACT INVESTMENT MANAGEMENT INC. |
2026 Q2 |
7/20/2026 |
| Castleview Partners, LLC |
2026 Q2 |
7/20/2026 |
| J2 Capital Management Inc |
2026 Q2 |
7/20/2026 |
| CERTIOR FINANCIAL GROUP, LLC |
2026 Q2 |
7/20/2026 |
| Royal Fund Management, LLC |
2026 Q2 |
7/20/2026 |
| Stewardship Advisors, LLC |
2026 Q2 |
7/20/2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2026 Q2 |
7/20/2026 |
| BURRUS FINANCIAL SERVICES, INC. |
2026 Q2 |
7/20/2026 |
| Venturi Wealth Management, LLC |
2026 Q2 |
7/20/2026 |
| Rainwater Charitable Foundation |
2026 Q2 |
7/20/2026 |
| HORIZON FINANCIAL SERVICES, LLC |
2026 Q2 |
7/20/2026 |
| Emerald Advisors, LLC |
2026 Q2 |
7/20/2026 |