| CPR Investments Inc. |
2026 Q1 |
4/16/2026 |
| True Vision MN LLC |
2026 Q1 |
4/16/2026 |
| Allegheny Financial Group |
2026 Q1 |
4/16/2026 |
| EVOLVE PRIVATE WEALTH, LLC |
2026 Q1 |
4/16/2026 |
| Spectrum Planning & Advisory Services Inc. |
2026 Q1 |
4/16/2026 |
| Henrickson Nauta Wealth Advisors, Inc. |
2026 Q1 |
4/16/2026 |
| Center For Asset Management LLC |
2026 Q1 |
4/16/2026 |
| Meadowbrook Advisors Group, LLC |
2026 Q1 |
4/16/2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2026 Q1 |
4/16/2026 |
| jvl associates llc |
2026 Q1 |
4/16/2026 |
| Global Wealth Management, LLC |
2026 Q1 |
4/16/2026 |
| SOUTHERN CAPITAL ADVISORS, LLC |
2026 Q1 |
4/16/2026 |
| PETREDIS INVESTMENT ADVISORS LLC |
2026 Q1 |
4/16/2026 |
| Upper Left Wealth Management, LLC |
2026 Q1 |
4/16/2026 |
| Smith Salley Wealth Management |
2026 Q1 |
4/16/2026 |
| Warren Street Wealth Advisors, LLC |
2026 Q1 |
4/16/2026 |
| Ironwood Financial, llc |
2026 Q1 |
4/16/2026 |
| WAYSTONE ADVISORS LLC |
2026 Q1 |
4/16/2026 |
| Capstone Wealth Management Group LLC |
2026 Q1 |
4/16/2026 |
| Tactive Advisors, LLC |
2026 Q1 |
4/16/2026 |
| SG Americas Securities, LLC |
2026 Q1 |
4/16/2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/16/2026 |
| FIRST MERCHANTS CORP |
2026 Q1 |
4/16/2026 |
| BCO Wealth Management LLC |
2026 Q1 |
4/16/2026 |
| Sterling Investment Counsel, LLC |
2026 Q1 |
4/16/2026 |
| Johnson Bixby & Associates, LLC |
2026 Q1 |
4/16/2026 |
| CPC Advisors, LLC |
2026 Q1 |
4/16/2026 |
| Cornerstone Management, Inc. |
2026 Q1 |
4/16/2026 |
| MontVue Capital Management, Inc. |
2026 Q1 |
4/16/2026 |
| Mastercard Foundation Asset Management Corp |
2026 Q1 |
4/16/2026 |
| Azarias Capital Management, L.P. |
2026 Q1 |
4/16/2026 |
| Capstone Wealth Management, LLC |
2026 Q1 |
4/16/2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2026 Q1 |
4/16/2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2026 Q1 |
4/16/2026 |
| Maestria Partners LLC |
2026 Q1 |
4/16/2026 |
| Brookstone Capital Management |
2026 Q1 |
4/16/2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2026 Q1 |
4/16/2026 |
| OxenFree Capital LLC |
2026 Q1 |
4/16/2026 |
| Roble, Belko & Company, Inc |
2026 Q1 |
4/16/2026 |
| Everstar Asset Management, LLC |
2026 Q1 |
4/16/2026 |
| FORTEM FINANCIAL GROUP, LLC |
2026 Q1 |
4/16/2026 |
| Freedom Financial Partners LLC |
2026 Q1 |
4/16/2026 |
| Aurora Private Wealth, Inc. |
2026 Q1 |
4/16/2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2026 Q1 |
4/16/2026 |
| VVR Holdings LLC |
2026 Q1 |
4/16/2026 |
| Triad Wealth Partners, LLC |
2026 Q1 |
4/16/2026 |
| BREAKTHRU ADVISORY SERVICES, LLC |
2026 Q1 |
4/16/2026 |
| Davis Capital Management |
2026 Q1 |
4/16/2026 |
| JDH Wealth Management, LLC |
2026 Q1 |
4/16/2026 |
| Prairiewood Capital, LLC |
2026 Q1 |
4/16/2026 |
| Westhampton Capital, LLC |
2026 Q1 |
4/16/2026 |
| Quotient Wealth Partners, LLC |
2026 Q1 |
4/16/2026 |
| Montecito Bank & Trust |
2026 Q1 |
4/16/2026 |
| Asset Advisory Group, Inc. |
2026 Q1 |
4/16/2026 |
| Swisher Financial Concepts, Inc. |
2026 Q1 |
4/16/2026 |
| FIRST COMMUNITY TRUST NA |
2026 Q1 |
4/16/2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q1 |
4/16/2026 |
| SWEENEY & MICHEL, LLC |
2026 Q1 |
4/16/2026 |
| Farmers & Merchants Trust Co of Long Beach |
2026 Q1 |
4/16/2026 |
| MONARCH CAPITAL MANAGEMENT INC |
2026 Q1 |
4/16/2026 |
| IVC Wealth Advisors LLC |
2026 Q1 |
4/16/2026 |
| Sprinkle Financial Consultants LLC |
2026 Q1 |
4/16/2026 |
| Capital Advisors, Ltd. LLC |
2026 Q1 |
4/16/2026 |
| FORBES J M & CO LLP |
2026 Q1 |
4/16/2026 |
| Focused Investors LLC |
2026 Q1 |
4/16/2026 |
| Scott & Selber, Inc. |
2026 Q1 |
4/16/2026 |
| Terra Nova Asset Management LLC |
2026 Q1 |
4/16/2026 |
| Strong Tower Advisory Services |
2026 Q1 |
4/16/2026 |
| Baugh & Associates, LLC |
2026 Q1 |
4/16/2026 |
| LINCOLN CAPITAL CORP |
2026 Q1 |
4/16/2026 |
| Ballast Rock Private Wealth LLC |
2026 Q1 |
4/16/2026 |
| GUARDIAN INVESTMENT MANAGEMENT |
2026 Q1 |
4/16/2026 |
| Clark Asset Management, LLC |
2026 Q1 |
4/16/2026 |
| XML Financial, LLC |
2026 Q1 |
4/16/2026 |
| Ocean Park Asset Management, LLC |
2026 Q1 - RESTATEMENT |
4/16/2026 |
| Sky Investment Group LLC |
2026 Q1 |
4/16/2026 |
| PMV Capital Advisers, LLC |
2026 Q1 |
4/16/2026 |
| Citadel Investment Advisory, Inc. |
2026 Q1 |
4/16/2026 |
| FLYWHEEL PRIVATE WEALTH LLC |
2026 Q1 |
4/16/2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2026 Q1 |
4/16/2026 |
| Intergy Private Wealth, LLC |
2026 Q1 |
4/16/2026 |
| SANDER CAPITAL ADVISORS INC |
2026 Q1 |
4/16/2026 |
| Klaas Financial Asset Advisors, LLC |
2026 Q1 |
4/16/2026 |
| FIDUCIARY ADVISORS, INC. |
2026 Q1 |
4/16/2026 |
| EdgeRock Capital LLC |
2026 Q1 |
4/16/2026 |
| Generate Investment Management Ltd |
2026 Q1 |
4/16/2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2026 Q1 |
4/16/2026 |
| Mendota Financial Group, LLC |
2026 Q1 |
4/16/2026 |
| STRATEGIC ADVISORY PARTNERS, LLC |
2026 Q1 |
4/16/2026 |
| Envision Financial LLC |
2026 Q1 |
4/16/2026 |
| GEN Financial Management, INC. |
2026 Q1 |
4/16/2026 |
| Codex Capital Asset Management L.L.C. |
2026 Q1 |
4/16/2026 |
| Smith Thornton Advisors LLC |
2026 Q1 |
4/16/2026 |
| Koenig Investment Advisory, LLC |
2026 Q1 |
4/16/2026 |
| Addis & Hill, Inc |
2026 Q1 |
4/16/2026 |
| Stanley-Laman Group, Ltd. |
2026 Q1 |
4/16/2026 |
| Trium Capital LLP |
2026 Q1 |
4/16/2026 |
| SENTINEL PENSION ADVISORS, LLC |
2026 Q1 |
4/16/2026 |
| TOTH FINANCIAL ADVISORY CORP |
2026 Q1 |
4/16/2026 |
| LIFELONG WEALTH ADVISORS, INC. |
2026 Q1 |
4/16/2026 |