| Andina Capital Management, LLC |
2026 Q1 |
4/17/2026 |
| Kennebec Savings Bank |
2026 Q1 |
4/17/2026 |
| A. D. Beadell Investment Counsel, Inc. |
2026 Q1 |
4/17/2026 |
| Sara-Bay Financial |
2026 Q1 |
4/17/2026 |
| Western Pacific Wealth Management, LP |
2026 Q1 |
4/17/2026 |
| HENDLEY & CO INC |
2026 Q1 |
4/17/2026 |
| Great Waters Wealth Management |
2026 Q1 |
4/17/2026 |
| Vermillion Wealth Management, Inc. |
2026 Q1 |
4/17/2026 |
| PMG Wealth Management, Inc. |
2026 Q1 |
4/17/2026 |
| STEPH & CO |
2026 Q1 |
4/17/2026 |
| Mainstream Capital Management LLC |
2026 Q1 |
4/17/2026 |
| Legacy Wealth Partners, LLC |
2026 Q1 |
4/17/2026 |
| Murphy & Mullick Capital Management Corp |
2026 Q1 |
4/17/2026 |
| RIVERBRIDGE PARTNERS LLC |
2026 Q1 |
4/17/2026 |
| Phil A. Younker & Associates, Ltd. |
2026 Q1 |
4/17/2026 |
| NOTTINGHAM ADVISORS, INC. |
2026 Q1 |
4/17/2026 |
| HHM Wealth Advisors, LLC |
2026 Q1 |
4/17/2026 |
| Stonehearth Capital Management, LLC |
2026 Q1 |
4/17/2026 |
| New Covenant Trust Company, N.A. |
2026 Q1 |
4/17/2026 |
| GUYASUTA INVESTMENT ADVISORS INC |
2026 Q1 |
4/17/2026 |
| RICHARDS, MERRILL & PETERSON, INC. |
2026 Q1 |
4/17/2026 |
| AMARILLO NATIONAL BANK |
2026 Q1 |
4/17/2026 |
| COERENTE CAPITAL MANAGEMENT |
2026 Q1 |
4/17/2026 |
| BAR HARBOR WEALTH MANAGEMENT |
2026 Q1 |
4/17/2026 |
| PRESILIUM PRIVATE WEALTH, LLC |
2026 Q1 |
4/17/2026 |
| Faithward Advisors, LLC |
2026 Q1 |
4/17/2026 |
| Nautilus Advisors LLC |
2026 Q1 |
4/17/2026 |
| Weaver Capital Management LLC |
2026 Q1 |
4/17/2026 |
| MORRIS FINANCIAL CONCEPTS, INC. |
2026 Q1 |
4/17/2026 |
| CORA CAPITAL ADVISORS LLC |
2026 Q1 |
4/17/2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV |
2026 Q1 |
4/17/2026 |
| BURNS J W & CO INC/NY |
2026 Q1 |
4/17/2026 |
| Integrated Capital Management, LLC |
2026 Q1 |
4/17/2026 |
| CENTRAL TRUST Co |
2026 Q1 |
4/17/2026 |
| HAMILTON CAPITAL PARTNERS, LLC |
2026 Q1 |
4/17/2026 |
| Community Bank of Raymore |
2026 Q1 |
4/17/2026 |
| BRAVE ASSET MANAGEMENT INC |
2026 Q1 |
4/17/2026 |
| Mezzasalma Advisors, LLC |
2026 Q1 |
4/17/2026 |
| WILLNER & HELLER, LLC |
2026 Q1 |
4/17/2026 |
| Capital Squared Financial LLC |
2025 Q2 |
4/17/2026 |
| PARAGON FINANCIAL PARTNERS, INC. |
2026 Q1 |
4/17/2026 |
| Capital Squared Financial LLC |
2025 Q3 |
4/17/2026 |
| Cache Advisors, LLC |
2026 Q1 |
4/17/2026 |
| RPOA Advisors, Inc. |
2026 Q1 |
4/17/2026 |
| Capital Squared Financial LLC |
2025 Q4 |
4/17/2026 |
| Leeward Investments, LLC - MA |
2026 Q1 |
4/17/2026 |
| BOURNE LENT ASSET MANAGEMENT INC |
2026 Q1 |
4/17/2026 |
| CIDEL ASSET MANAGEMENT INC |
2026 Q1 |
4/17/2026 |
| BCS Wealth Management |
2026 Q1 |
4/17/2026 |
| Berman McAleer LLC |
2026 Q1 |
4/17/2026 |
| UNION SAVINGS BANK |
2026 Q1 |
4/17/2026 |
| Kentucky Trust Co |
2026 Q1 |
4/17/2026 |
| PSP Research LLC |
2026 Q1 |
4/17/2026 |
| INCOME RESEARCH & MANAGEMENT |
2026 Q1 |
4/17/2026 |
| Baker Chad R |
2026 Q1 |
4/17/2026 |
| Braeburn Wealth Management LLC |
2026 Q1 |
4/17/2026 |
| Nova R Wealth, Inc. |
2026 Q1 |
4/17/2026 |
| 1900 WEALTH MANAGEMENT LLC |
2026 Q1 |
4/17/2026 |
| Forefront Wealth Partners, LLC |
2026 Q1 |
4/17/2026 |
| WATERSHED PRIVATE WEALTH LLC |
2026 Q1 |
4/17/2026 |
| INDEPENDENT INVESTORS INC |
2026 Q1 |
4/17/2026 |
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q1 - RESTATEMENT |
4/17/2026 |
| Capital Investment Advisors, LLC |
2026 Q1 - RESTATEMENT |
4/17/2026 |
| 55 North Private Wealth, LLC |
2026 Q1 |
4/17/2026 |
| VISIONARY HORIZONS, LLC |
2026 Q1 |
4/17/2026 |
| United Advisor Group, LLC |
2026 Q1 |
4/17/2026 |
| Bellecapital International Ltd. |
2026 Q1 |
4/17/2026 |
| Tencap Wealth Coaching, LLC |
2026 Q1 |
4/17/2026 |
| Old North State Wealth Management, LLC |
2026 Q1 |
4/17/2026 |
| ZynergyRetirementPlanningLLC |
2026 Q1 |
4/17/2026 |
| Ignite Planners, LLC |
2026 Q1 |
4/17/2026 |
| BAM Wealth Management, LLC |
2026 Q1 |
4/17/2026 |
| TECTONIC ADVISORS LLC |
2026 Q1 |
4/17/2026 |
| Arkfeld Wealth Strategies, L.L.C. |
2026 Q1 |
4/17/2026 |
| PMG Family Office LLC |
2026 Q1 |
4/17/2026 |
| McHugh Group, LLC |
2026 Q1 |
4/17/2026 |
| Roxbury Financial LLC |
2026 Q1 |
4/17/2026 |
| Greenbush Financial Group, LLC |
2026 Q1 |
4/17/2026 |
| High Net Worth Advisory Group LLC |
2026 Q1 |
4/17/2026 |
| Kaufman Rossin Wealth, LLC |
2026 Q1 |
4/17/2026 |
| FFG Partners, LLC |
2026 Q1 |
4/17/2026 |
| James J. Burns & Company, LLC |
2026 Q1 |
4/17/2026 |
| Stewardship Advisors, LLC |
2026 Q1 |
4/17/2026 |
| Aquamarine Zurich AG |
2026 Q1 |
4/17/2026 |
| Values First Advisors, Inc. |
2026 Q1 |
4/17/2026 |
| PKO Investment Management Joint-Stock Co |
2026 Q1 |
4/17/2026 |
| Hanson & Doremus Investment Management |
2026 Q1 |
4/17/2026 |
| Telos Capital Management, Inc. |
2026 Q1 |
4/16/2026 |
| Sterneck Capital Management, LLC |
2026 Q1 |
4/16/2026 |
| Arizona PSPRS Trust |
2026 Q1 |
4/16/2026 |
| Kure Advisory, LLC |
2026 Q1 |
4/16/2026 |
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q1 |
4/16/2026 |
| BIRCH FINANCIAL GROUP, LLC |
2026 Q1 |
4/16/2026 |
| Stonebridge Wealth Management, LLC |
2026 Q1 |
4/16/2026 |
| RAINIER FAMILY WEALTH INC |
2026 Q1 |
4/16/2026 |
| Five Pine Wealth Management |
2026 Q1 |
4/16/2026 |
| Matthew Goff Investment Advisor, LLC |
2026 Q1 |
4/16/2026 |
| IFC & Insurance Marketing, Inc. |
2026 Q1 |
4/16/2026 |
| Fisher Funds Management LTD |
2026 Q1 |
4/16/2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2026 Q1 |
4/16/2026 |