| Tortuga Wealth Management, Inc |
2026 Q1 |
7/17/2026 |
| Liberty Capital Management, Inc. |
2026 Q2 |
7/17/2026 |
| TRUE BLUE FINANCIAL, LLC |
2026 Q2 |
7/17/2026 |
| Rosenberg Matthew Hamilton |
2026 Q2 |
7/17/2026 |
| First Nebraska Trust Co |
2015 Q3 |
7/17/2026 |
| Richardson Capital Management LLC |
2026 Q2 |
7/17/2026 |
| ADVOCATE GROUP LLC |
2026 Q2 |
7/17/2026 |
| CENTRAL BANK & TRUST CO |
2026 Q2 |
7/17/2026 |
| SLT Holdings LLC |
2026 Q2 |
7/17/2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/17/2026 |
| Hickory Point Bank & Trust |
2026 Q2 |
7/17/2026 |
| First Nebraska Trust Co |
2015 Q4 |
7/17/2026 |
| Sequoia Financial Advisors, LLC |
2026 Q2 |
7/17/2026 |
| Onyx Financial Advisors, LLC |
2026 Q2 |
7/17/2026 |
| Ironwood Financial, llc |
2026 Q2 |
7/17/2026 |
| BluePrint Investing LLC |
2026 Q2 |
7/17/2026 |
| CIDEL ASSET MANAGEMENT INC |
2026 Q2 |
7/17/2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/17/2026 |
| Laurel Wealth Advisors LLC |
2026 Q2 |
7/17/2026 |
| Old North State Wealth Management, LLC |
2026 Q2 |
7/17/2026 |
| ARVEST INVESTMENTS, INC. |
2026 Q2 |
7/17/2026 |
| Crown Oak Advisors, LLC |
2026 Q2 |
7/17/2026 |
| Aspen Investment Management Inc |
2026 Q2 |
7/17/2026 |
| River Road Asset Management, LLC |
2026 Q2 |
7/17/2026 |
| Cypress Capital, LLC |
2026 Q2 |
7/17/2026 |
| LTS Liquid Investments LLC |
2026 Q2 |
7/17/2026 |
| Benchmark Financial Wealth Advisors, LLC |
2026 Q2 |
7/17/2026 |
| Grey Fox Wealth Advisors, LLC |
2026 Q2 |
7/17/2026 |
| OFI INVEST ASSET MANAGEMENT |
2026 Q2 |
7/17/2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2026 Q2 |
7/17/2026 |
| Rezny Wealth Management, Inc. |
2026 Q2 |
7/17/2026 |
| Asio Capital, LLC |
2026 Q2 |
7/17/2026 |
| MANCHESTER FINANCIAL INC |
2026 Q2 |
7/17/2026 |
| Winthrop Advisory Group LLC |
2026 Q2 |
7/17/2026 |
| Camelot Portfolios, LLC |
2026 Q2 |
7/17/2026 |
| LongView Wealth Management |
2026 Q2 |
7/17/2026 |
| AAF Wealth Management, LLC |
2026 Q2 |
7/17/2026 |
| MCRAE CAPITAL MANAGEMENT INC |
2026 Q2 |
7/17/2026 |
| Archford Capital Strategies, LLC |
2026 Q2 |
7/17/2026 |
| Great Diamond Partners, LLC |
2026 Q2 |
7/17/2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
2026 Q2 |
7/17/2026 |
| HM PAYSON & CO |
2026 Q2 |
7/17/2026 |
| AMERIPRISE FINANCIAL INC |
2026 Q1 - RESTATEMENT |
7/17/2026 |
| CARY STREET PARTNERS FINANCIAL LLC |
2026 Q2 |
7/17/2026 |
| AMERIPRISE FINANCIAL INC |
2026 Q1 - NEW HOLDINGS |
7/17/2026 |
| Corecam AG |
2026 Q2 |
7/17/2026 |
| SeaBridge Investment Advisors LLC |
2026 Q2 |
7/17/2026 |
| Roger Wittlin Investment Advisory, LLC |
2026 Q2 |
7/17/2026 |
| Matson Money. Inc. |
2026 Q2 |
7/17/2026 |
| OLIO Financial Planning |
2026 Q2 |
7/17/2026 |
| 4WEALTH ADVISORS, INC. |
2026 Q2 |
7/17/2026 |
| Intergy Private Wealth, LLC |
2026 Q2 |
7/17/2026 |
| SVB WEALTH LLC |
2026 Q2 |
7/17/2026 |
| Diversified Trust Co |
2026 Q2 |
7/17/2026 |
| New York University |
2026 Q2 |
7/17/2026 |
| McClarren Financial Advisors, Inc. |
2026 Q2 |
7/17/2026 |
| Exane Asset Management |
2026 Q2 |
7/17/2026 |
| Conrad Siegel Investment Advisors, Inc. |
2026 Q2 |
7/17/2026 |
| First Citizens Asset Management, Inc. |
2026 Q2 |
7/17/2026 |
| Arbejdsmarkedets Tillaegspension |
2026 Q2 |
7/17/2026 |
| Avanza Fonder AB |
2026 Q2 |
7/17/2026 |
| Amanah Holdings Trust |
2026 Q2 |
7/17/2026 |
| CALEDONIA INVESTMENTS PLC |
2026 Q2 |
7/17/2026 |
| JCIC Asset Management Inc. |
2026 Q2 |
7/17/2026 |
| TB Alternative Assets Ltd. |
2026 Q2 |
7/17/2026 |
| Stonebridge Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| Greenfield FTC, Inc. |
2026 Q2 |
7/16/2026 |
| Boyd Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC |
2026 Q2 |
7/16/2026 |
| Gallacher Capital Management LLC |
2026 Q2 |
7/16/2026 |
| Reyes Financial Architecture, Inc. |
2026 Q2 |
7/16/2026 |
| Second Half Financial Partners, LLC |
2026 Q2 |
7/16/2026 |
| CHICAGO TRUST Co NA |
2026 Q2 |
7/16/2026 |
| Bond & Devick Financial Network, Inc. |
2026 Q2 |
7/16/2026 |
| Sharper & Granite LLC |
2026 Q2 |
7/16/2026 |
| Cooke Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| Certified Advisory Corp |
2026 Q2 |
7/16/2026 |
| Cambridge Advisors Inc. |
2026 Q2 |
7/16/2026 |
| CogentBlue Wealth Advisors, LLC |
2026 Q2 |
7/16/2026 |
| Mid-American Wealth Advisory Group, Inc. |
2026 Q2 |
7/16/2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/16/2026 |
| PFG Advisors |
2026 Q2 |
7/16/2026 |
| Johnson Bixby & Associates, LLC |
2026 Q2 |
7/16/2026 |
| Stone Wealth Partners |
2026 Q2 |
7/16/2026 |
| ALLSTREET CAPITAL ADVISORS LLC |
2026 Q1 |
7/16/2026 |
| BEACON FINANCIAL GROUP |
2026 Q2 |
7/16/2026 |
| Cornerstone Management, Inc. |
2026 Q2 |
7/16/2026 |
| PMG Family Office LLC |
2026 Q2 |
7/16/2026 |
| Global Trust Wealth Management LLC |
2026 Q2 |
7/16/2026 |
| Ledyard National Bank |
2026 Q2 |
7/16/2026 |
| Integrated Financial Solutions, Inc. |
2026 Q2 |
7/16/2026 |
| WAYSTONE ADVISORS LLC |
2026 Q2 |
7/16/2026 |
| True Wind Capital Management, L.P. |
2026 Q2 |
7/16/2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2026 Q2 |
7/16/2026 |
| Apeiron RIA LLC |
2026 Q2 |
7/16/2026 |
| McHugh Group, LLC |
2026 Q2 |
7/16/2026 |
| RIVERSEDGE ADVISORS, LLC |
2026 Q2 |
7/16/2026 |
| Patriot Financial Group Insurance Agency, LLC |
2026 Q2 |
7/16/2026 |
| Acropolis Investment Management, LLC |
2026 Q2 - RESTATEMENT |
7/16/2026 |
| Targeted Financial Services LLC |
2026 Q2 |
7/16/2026 |