| Courant Investment Management LLC |
2025 Q4 |
1/22/2026 |
| O'Brien Wealth Partners LLC |
2025 Q4 |
1/22/2026 |
| PERSONAL CFO SOLUTIONS, LLC |
2025 Q4 |
1/22/2026 |
| Douglas Lane & Associates, LLC |
2025 Q4 |
1/22/2026 |
| Venturi Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Alpha Omega Wealth Management LLC |
2025 Q4 |
1/22/2026 |
| Darwin Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| True North Advisors, LLC |
2025 Q4 |
1/22/2026 |
| Colony Family Offices, LLC |
2025 Q4 |
1/22/2026 |
| CCLA Investment Management |
2025 Q4 |
1/22/2026 |
| FINANCIAL CONSULATE, INC |
2025 Q4 |
1/22/2026 |
| IRON Financial LLC |
2025 Q4 |
1/22/2026 |
| Trinity Street Asset Management LLP |
2025 Q4 |
1/22/2026 |
| Madrona Financial Services, LLC |
2025 Q4 |
1/22/2026 |
| Paragon Capital Management Ltd |
2025 Q4 |
1/22/2026 |
| Addenda Capital Inc. |
2025 Q4 |
1/22/2026 |
| Telos Capital Management, Inc. |
2025 Q4 |
1/22/2026 |
| Newman Dignan & Sheerar, Inc. |
2025 Q4 |
1/22/2026 |
| LDR Capital Management LLC |
2025 Q4 |
1/22/2026 |
| Weaver Capital Management LLC |
2025 Q4 |
1/22/2026 |
| VICUS CAPITAL |
2025 Q4 |
1/22/2026 |
| Benefit Street Partners LLC |
2025 Q4 |
1/22/2026 |
| Glencore plc |
2025 Q4 |
1/22/2026 |
| Cardinal Capital Management, Inc. |
2025 Q4 |
1/22/2026 |
| Robert B. Daugherty Foundation |
2025 Q4 |
1/22/2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2025 Q4 |
1/22/2026 |
| Lesa Sroufe & Co |
2025 Q4 |
1/22/2026 |
| JCIC Asset Management Inc. |
2025 Q4 |
1/22/2026 |
| Sterneck Capital Management, LLC |
2025 Q4 |
1/22/2026 |
| Lee Financial Co |
2025 Q4 |
1/22/2026 |
| Ifrah Financial Services, Inc. |
2025 Q4 |
1/22/2026 |
| VISION FINANCIAL MARKETS LLC |
2025 Q4 |
1/22/2026 |
| Amtrust Financial Services, Inc. |
2025 Q4 |
1/22/2026 |
| Willis Investment Counsel |
2025 Q4 |
1/22/2026 |
| FOUNDATION RESOURCE MANAGEMENT INC |
2025 Q4 |
1/22/2026 |
| HARVEY INVESTMENT CO LLC |
2025 Q4 |
1/22/2026 |
| EVERMAY WEALTH MANAGEMENT LLC |
2025 Q4 |
1/22/2026 |
| SHIKIAR ASSET MANAGEMENT INC |
2025 Q4 |
1/22/2026 |
| GARRISON BRADFORD & ASSOCIATES INC |
2025 Q4 |
1/22/2026 |
| BAR HARBOR WEALTH MANAGEMENT |
2025 Q4 |
1/22/2026 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2025 Q4 |
1/22/2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2025 Q4 |
1/21/2026 |
| Finward Bancorp |
2025 Q4 |
1/21/2026 |
| LANDAAS & CO /WI /ADV |
2025 Q4 |
1/21/2026 |
| PLANNING DIRECTIONS INC |
2025 Q4 |
1/21/2026 |
| DELPHI MANAGEMENT INC /MA/ |
2025 Q4 |
1/21/2026 |
| STOCK YARDS BANK & TRUST CO |
2025 Q4 |
1/21/2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2025 Q4 |
1/21/2026 |
| Ethos Capital Management, Inc. |
2025 Q4 |
1/21/2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC |
2025 Q4 |
1/21/2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
2025 Q4 |
1/21/2026 |
| Jefferson Bridge Capital, LLC |
2025 Q4 |
1/21/2026 |
| Daytona Street Capital LLC |
2025 Q4 |
1/21/2026 |
| Steadtrust LLC |
2025 Q4 |
1/21/2026 |
| Steadtrust LLC |
2025 Q2 - RESTATEMENT |
1/21/2026 |
| Steadtrust LLC |
2025 Q3 - RESTATEMENT |
1/21/2026 |
| MTCO Ltd. |
2025 Q4 |
1/21/2026 |
| Cooke Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Niatross Investments Ltd |
2025 Q4 |
1/21/2026 |
| Sensenig Capital Advisors, Inc |
2025 Q4 |
1/21/2026 |
| Step Capital Management Pte. Ltd. |
2025 Q4 |
1/21/2026 |
| Cane Capital Partners, LLC |
2025 Q4 |
1/21/2026 |
| ProCore Advisors, LLC |
2025 Q4 |
1/21/2026 |
| Base Wealth Management LLC |
2025 Q4 |
1/21/2026 |
| Provident Living Financial Services, Inc. |
2025 Q4 |
1/21/2026 |
| TOWER TRUST & INVESTMENT Co |
2025 Q4 |
1/21/2026 |
| Robinhood Asset Management, LLC |
2025 Q4 |
1/21/2026 |
| Rydar Equities, Inc. |
2025 Q4 |
1/21/2026 |
| Balance Wealth, LLC |
2025 Q4 |
1/21/2026 |
| NESTEGG ADVISORS, INC. |
2025 Q4 |
1/21/2026 |
| Lakeshore Capital Group, Inc. |
2025 Q4 |
1/21/2026 |
| Wilkins Miller Wealth Management, LLC |
2025 Q4 |
1/21/2026 |
| Baer Investment Advisory LLC |
2025 Q4 |
1/21/2026 |
| Pacific Point Advisors, LLC |
2025 Q4 |
1/21/2026 |
| 4WEALTH ADVISORS, INC. |
2025 Q4 |
1/21/2026 |
| Salus Financial Advisors, LLC |
2025 Q4 |
1/21/2026 |
| MASTER'S WEALTH MANAGEMENT INC. |
2025 Q4 |
1/21/2026 |
| Tandem Investment Partners LLC |
2025 Q4 |
1/21/2026 |
| Banque de Luxembourg S.A. |
2025 Q4 |
1/21/2026 |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2025 Q4 |
1/21/2026 |
| Runnymede Capital Advisors, Inc. |
2025 Q4 |
1/21/2026 |
| CRUX WEALTH ADVISORS |
2025 Q4 |
1/21/2026 |
| Kentucky Trust Co |
2025 Q4 |
1/21/2026 |
| Wernau Asset Management Inc. |
2025 Q4 |
1/21/2026 |
| TigerOak Management, L.L.C. |
2025 Q4 |
1/21/2026 |
| Crews Bank & Trust |
2025 Q4 |
1/21/2026 |
| PENNEY FINANCIAL, LLC |
2025 Q4 |
1/21/2026 |
| Finley Financial, LLC |
2025 Q4 |
1/21/2026 |
| Mainstream Capital Management LLC |
2025 Q4 |
1/21/2026 |
| Five Pine Wealth Management |
2025 Q4 |
1/21/2026 |
| Kedalion Capital Management LLP |
2025 Q4 |
1/21/2026 |
| Martel Wealth Advisors Inc |
2025 Q4 |
1/21/2026 |
| HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q4 |
1/21/2026 |
| NEW WAVE WEALTH ADVISORS LLC |
2025 Q4 |
1/21/2026 |
| Persium Advisors, LLC |
2025 Q4 |
1/21/2026 |
| TPG Advisors LLC |
2025 Q4 |
1/21/2026 |
| Westfuller Advisors, LLC |
2025 Q4 |
1/21/2026 |
| William Howard & Co Financial Advisors Inc |
2025 Q4 |
1/21/2026 |
| V2 Financial group LLC |
2025 Q4 |
1/21/2026 |
| IMZ Advisory Inc |
2025 Q4 |
1/21/2026 |