| James Reed Financial Services, Inc. |
2026 Q2 |
7/16/2026 |
| Higgins & Schmidt Wealth Strategies LLC |
2026 Q2 |
7/16/2026 |
| DAILY JOURNAL CORP |
2026 Q2 |
7/16/2026 |
| Ramiah Investment Group |
2026 Q2 |
7/16/2026 |
| ALKEME WEALTH, LLC |
2026 Q2 |
7/16/2026 |
| PENOBSCOT WEALTH MANAGEMENT |
2026 Q2 |
7/16/2026 |
| Clarity Asset Management, Inc. |
2026 Q2 |
7/16/2026 |
| Crossmark Global Holdings, Inc. |
2026 Q2 |
7/16/2026 |
| Baker Chad R |
2026 Q2 |
7/16/2026 |
| REBALANCE, LLC |
2026 Q2 |
7/16/2026 |
| Mraz, Amerine & Associates, Inc. |
2026 Q2 |
7/16/2026 |
| AVALON CAPITAL MANAGEMENT |
2026 Q2 |
7/16/2026 |
| TRUEFG, LLC |
2026 Q2 |
7/16/2026 |
| Coastwise Capital Group, LLC |
2026 Q2 |
7/16/2026 |
| Rempart Asset Management Inc. |
2026 Q2 |
7/16/2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q2 |
7/16/2026 |
| LIFELONG WEALTH ADVISORS, INC. |
2026 Q2 |
7/16/2026 |
| RICHARDS, MERRILL & PETERSON, INC. |
2026 Q2 |
7/16/2026 |
| Capital Advisors, Ltd. LLC |
2026 Q2 |
7/16/2026 |
| VERITY Wealth Advisors |
2026 Q2 |
7/16/2026 |
| Kaufman Rossin Wealth, LLC |
2026 Q2 |
7/16/2026 |
| First Nebraska Trust Co |
2016 Q1 |
7/16/2026 |
| Forthright Family Wealth Advisory LLC |
2026 Q2 |
7/16/2026 |
| First Nebraska Trust Co |
2016 Q2 |
7/16/2026 |
| Thoma Capital Management LLC |
2026 Q2 |
7/16/2026 |
| Finward Bancorp |
2026 Q2 |
7/16/2026 |
| INSTRUMENTAL WEALTH, LLC |
2026 Q2 |
7/16/2026 |
| Brown Miller Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| Morangie Management LLC |
2026 Q2 |
7/16/2026 |
| Marathon Strategic Advisors, LLC |
2026 Q2 |
7/16/2026 |
| Simplify Asset Management Inc. |
2026 Q2 |
7/16/2026 |
| Marion Wealth Management |
2026 Q2 |
7/16/2026 |
| Seelaus Asset Management LLC |
2026 Q2 |
7/16/2026 |
| NORTHEAST INVESTMENT MANAGEMENT |
2026 Q2 |
7/16/2026 |
| Howard Capital Management Group, LLC |
2026 Q2 |
7/16/2026 |
| SANDER CAPITAL ADVISORS INC |
2026 Q2 |
7/16/2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/16/2026 |
| Stanich Group LLC |
2026 Q2 |
7/16/2026 |
| Segment Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| Activest Wealth Management |
2026 Q2 |
7/16/2026 |
| Berman McAleer LLC |
2026 Q2 |
7/16/2026 |
| BCS Wealth Management |
2026 Q2 |
7/16/2026 |
| CFS Investment Advisory Services, LLC |
2026 Q2 |
7/16/2026 |
| Johnson & White Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| Single Point Partners, LLC |
2026 Q2 |
7/16/2026 |
| HENNESSY ADVISORS INC |
2026 Q2 |
7/16/2026 |
| Radnor Capital Management, LLC |
2026 Q2 |
7/16/2026 |
| San Luis Wealth Advisors LLC |
2026 Q2 |
7/16/2026 |
| WASHINGTON GROWTH STRATEGIES LLC |
2026 Q2 |
7/16/2026 |
| Yardley Wealth Management LLC |
2026 Q2 |
7/16/2026 |
| Wolff Financial Management LLC |
2026 Q2 |
7/16/2026 |
| BLUEDOOR PRIVATE WEALTH, LLC |
2026 Q2 |
7/16/2026 |
| ACCESS FINANCIAL SERVICES, INC. |
2026 Q2 |
7/16/2026 |
| STRATEGIC PLANNING GROUP, LLC |
2026 Q2 |
7/16/2026 |
| Navigation Wealth Management, Inc. |
2026 Q2 |
7/16/2026 |
| KEATING INVESTMENT COUNSELORS INC |
2026 Q2 |
7/16/2026 |
| Crews Bank & Trust |
2026 Q2 |
7/16/2026 |
| Aspect Partners, LLC |
2026 Q2 |
7/16/2026 |
| Violich Capital Management, Inc. |
2026 Q2 |
7/16/2026 |
| DB Fitzpatrick & Co, Inc |
2026 Q2 - RESTATEMENT |
7/16/2026 |
| SECURED RETIREMENT ADVISORS, LLC |
2026 Q2 |
7/16/2026 |
| Aegis Wealth Management, Inc. |
2026 Q2 |
7/16/2026 |
| Bucket List Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| ZAZOVE ASSOCIATES LLC |
2026 Q2 |
7/16/2026 |
| Alhambra Investment Management LLC |
2026 Q2 |
7/16/2026 |
| MinichMacGregor Wealth Management, LLC |
2026 Q2 |
7/16/2026 |
| DELTA CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/16/2026 |
| GC Wealth Management RIA, LLC |
2026 Q2 |
7/16/2026 |
| IAMS WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/16/2026 |
| CLG LLC |
2026 Q2 |
7/16/2026 |
| Horrell Capital Management, Inc. |
2026 Q2 |
7/16/2026 |
| STEPH & CO |
2026 Q2 |
7/16/2026 |
| Porter White Investment Advisors, Inc. |
2026 Q2 |
7/16/2026 |
| Hunter Perkins Capital Management, LLC |
2026 Q2 |
7/16/2026 |
| Ulland Investment Advisors, LLC |
2026 Q2 |
7/16/2026 |
| Princeton Global Asset Management LLC |
2026 Q2 |
7/16/2026 |
| Mountain Hill Investment Partners Corp. |
2026 Q2 |
7/16/2026 |
| SYCOMORE ASSET MANAGEMENT |
2026 Q2 |
7/16/2026 |
| Aaron Wealth Advisors LLC |
2026 Q2 |
7/16/2026 |
| Relyea Zuckerberg Hanson LLC |
2026 Q2 - RESTATEMENT |
7/16/2026 |
| QUATTRO FINANCIAL ADVISORS LLC |
2026 Q2 |
7/16/2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q2 |
7/16/2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2026 Q2 |
7/16/2026 |
| Dougherty & Associates, LLC |
2026 Q2 |
7/16/2026 |
| COURIER CAPITAL LLC |
2026 Q2 |
7/16/2026 |
| Decker Retirement Planning Inc. |
2026 Q2 |
7/16/2026 |
| Advanced Asset Management Advisors Inc |
2026 Q2 |
7/16/2026 |
| Relyea Zuckerberg Hanson LLC |
2026 Q2 |
7/16/2026 |
| QSM Asset Management Ltd |
2026 Q2 |
7/16/2026 |
| Davis Capital Management |
2026 Q2 |
7/16/2026 |
| Canoe Financial LP |
2026 Q2 |
7/16/2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2026 Q2 |
7/16/2026 |
| VISTA FINANCE, LLC |
2026 Q2 |
7/16/2026 |
| HT Partners LLC |
2026 Q2 |
7/16/2026 |
| HBW ADVISORY SERVICES LLC |
2026 Q2 |
7/16/2026 |
| Wealth Analytics Partners, LLC |
2026 Q2 |
7/16/2026 |
| Astoria Strategic Wealth, Inc. |
2026 Q2 |
7/16/2026 |
| Ipswich Investment Management Co., Inc. |
2026 Q2 |
7/16/2026 |
| AllGen Financial Advisors, Inc. |
2026 Q1 |
7/16/2026 |
| Armbruster Capital Management, Inc. |
2026 Q2 |
7/16/2026 |