| NORTHWESTERN UNIVERSITY |
2026 Q1 |
4/16/2026 |
| Trinity Legacy Partners, LLC |
2026 Q1 |
4/16/2026 |
| Friday Financial |
2026 Q1 |
4/16/2026 |
| TTP Investments, Inc. |
2026 Q1 |
4/16/2026 |
| Spartan Planning & Wealth Management |
2026 Q1 |
4/16/2026 |
| HICKS CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/16/2026 |
| Greenfield Savings Bank |
2026 Q1 |
4/16/2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2026 Q1 |
4/16/2026 |
| Vert Asset Management LLC |
2026 Q1 |
4/16/2026 |
| Blue Zone Wealth Advisors, LLC |
2026 Q1 |
4/16/2026 |
| Tortuga Wealth Management, Inc |
2025 Q4 |
4/16/2026 |
| Heck Capital Advisors, LLC |
2026 Q1 |
4/16/2026 |
| Annex Advisory Services, LLC |
2026 Q1 |
4/16/2026 |
| CogentBlue Wealth Advisors, LLC |
2026 Q1 |
4/16/2026 |
| Vested Financial Planning, LLC |
2026 Q1 |
4/16/2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2026 Q1 |
4/16/2026 |
| ROCKLAND TRUST CO |
2026 Q1 |
4/16/2026 |
| Ellsworth Advisors, LLC |
2026 Q1 |
4/16/2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/16/2026 |
| BridgePort Financial Solutions, LLC |
2026 Q1 |
4/16/2026 |
| POINCIANA ADVISORS GROUP, LLC |
2026 Q1 |
4/16/2026 |
| WHITENER CAPITAL MANAGEMENT, INC. |
2026 Q1 |
4/16/2026 |
| Robocap Asset Management Ltd |
2026 Q1 |
4/16/2026 |
| Security National Bank |
2026 Q1 |
4/16/2026 |
| Asset Advisors Investment Management, LLC |
2026 Q1 |
4/16/2026 |
| GENESIS PRIVATE WEALTH, LLC |
2026 Q1 |
4/16/2026 |
| REDSTONE WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/16/2026 |
| RFG HOLDINGS, INC. |
2026 Q1 |
4/16/2026 |
| Paladin Wealth, LLC |
2026 Q1 |
4/16/2026 |
| Diversified Trust Co |
2026 Q1 |
4/16/2026 |
| REX Advisers, LLC |
2026 Q1 |
4/16/2026 |
| Lunate Capital Ltd |
2026 Q1 |
4/16/2026 |
| Westmount Partners, LLC |
2026 Q1 |
4/16/2026 |
| THOMPSON DAVIS & CO., INC. |
2026 Q1 |
4/16/2026 |
| Future Financial Wealth Managment LLC |
2026 Q1 |
4/16/2026 |
| Solitude Financial Services |
2026 Q1 |
4/16/2026 |
| Baron Wealth Management LLC |
2026 Q1 |
4/16/2026 |
| ARS Investment Partners, LLC |
2026 Q1 |
4/16/2026 |
| Financial Designs Corp |
2026 Q1 |
4/16/2026 |
| UHLMANN PRICE SECURITIES, LLC |
2026 Q1 |
4/16/2026 |
| Bricktown Capital, LLC |
2026 Q1 |
4/16/2026 |
| Pine Haven Investment Counsel, Inc |
2026 Q1 |
4/16/2026 |
| McClarren Financial Advisors, Inc. |
2026 Q1 |
4/16/2026 |
| Silverberg Bernstein Capital Management LLC |
2026 Q1 |
4/16/2026 |
| Lexington Hill Partners, LLC |
2026 Q1 |
4/16/2026 |
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/16/2026 |
| Connective Portfolio Management, LLC |
2026 Q1 |
4/16/2026 |
| BI Asset Management Fondsmaeglerselskab A/S |
2026 Q1 |
4/16/2026 |
| Standpoint Asset Management, LLC |
2026 Q1 |
4/16/2026 |
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q1 |
4/16/2026 |
| State Insurance Fund |
2026 Q1 |
4/16/2026 |
| PARK NATIONAL CORP /OH/ |
2026 Q1 |
4/16/2026 |
| E. Ohman J:or Asset Management AB |
2026 Q1 |
4/16/2026 |
| Polianta Ltd |
2026 Q1 |
4/16/2026 |
| BlueSky Wealth Advisors, LLC |
2026 Q1 |
4/16/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2026 Q1 |
4/16/2026 |
| TB Alternative Assets Ltd. |
2026 Q1 |
4/16/2026 |
| Capital Investment Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Hartford Financial Management Inc. |
2026 Q1 |
4/15/2026 |
| Fortitude Family Office, LLC |
2026 Q1 |
4/15/2026 |
| Roan Capital Partners |
2026 Q1 |
4/15/2026 |
| PW Nova Financial Services LLC |
2026 Q1 |
4/15/2026 |
| GREENBERG FINANCIAL GROUP |
2025 Q1 |
4/15/2026 |
| Gradient Capital Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Monument Capital Management |
2026 Q1 |
4/15/2026 |
| RIVERSEDGE ADVISORS, LLC |
2026 Q1 |
4/15/2026 |
| Michael Brady & Co., LLC |
2026 Q1 |
4/15/2026 |
| Elser Financial Planning, Inc |
2026 Q1 |
4/15/2026 |
| FMB WEALTH MANAGEMENT |
2026 Q1 |
4/15/2026 |
| BDFS Capital LLC |
2026 Q1 |
4/15/2026 |
| Occidental Asset Management, LLC |
2026 Q1 |
4/15/2026 |
| Howard Capital Management Group, LLC |
2026 Q1 |
4/15/2026 |
| QTR Family Wealth, LLC |
2026 Q1 |
4/15/2026 |
| Franchise GP Ltd |
2026 Q1 |
4/15/2026 |
| Midwest Heritage Bank, FSB |
2026 Q1 |
4/15/2026 |
| Marathon Strategic Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Cannae Holdings, Inc. |
2026 Q1 |
4/15/2026 |
| Cohen Klingenstein LLC |
2026 Q1 |
4/15/2026 |
| Aventus Investment Advisors, Inc. |
2026 Q1 |
4/15/2026 |
| Pullen Investment Management, LLC |
2026 Q1 |
4/15/2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. |
2026 Q1 |
4/15/2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2026 Q1 |
4/15/2026 |
| Brady Martz Wealth Solutions, LLC |
2026 Q1 |
4/15/2026 |
| WESPAC Advisors SoCal, LLC |
2026 Q1 |
4/15/2026 |
| KRS Capital Management, LLC |
2026 Q1 |
4/15/2026 |
| Asset Allocation & Management Company, LLC |
2026 Q1 |
4/15/2026 |
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q1 |
4/15/2026 |
| CISCO SYSTEMS, INC. |
2026 Q1 |
4/15/2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC |
2026 Q1 |
4/15/2026 |
| Aspen Investment Management Inc |
2026 Q1 |
4/15/2026 |
| Perkins Coie Trust Co |
2026 Q1 |
4/15/2026 |
| Raub Brock Capital Management LP |
2026 Q1 |
4/15/2026 |
| CITY HOLDING CO |
2026 Q1 |
4/15/2026 |
| DAILY JOURNAL CORP |
2026 Q1 |
4/15/2026 |
| Rainwater Charitable Foundation |
2026 Q1 |
4/15/2026 |
| FNY Investment Advisers, LLC |
2026 Q1 |
4/15/2026 |
| Purus Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| Merit Financial Group, LLC |
2026 Q1 |
4/15/2026 |
| Financial Management Professionals, Inc. |
2026 Q1 |
4/15/2026 |
| Archford Capital Strategies, LLC |
2026 Q1 |
4/15/2026 |