| LIGHTHOUSE FINANCIAL SERVICES INC /ADV |
2026 Q1 |
4/15/2026 |
| Roberts Financial Services LLC |
2026 Q1 |
4/15/2026 |
| Ridgeline Wealth, LLC |
2026 Q1 |
4/15/2026 |
| REGATTA CAPITAL GROUP, LLC |
2026 Q1 |
4/15/2026 |
| NIGHTVIEW CAPITAL, LLC |
2026 Q1 |
4/15/2026 |
| Independence Financial Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Rempart Asset Management Inc. |
2026 Q1 |
4/15/2026 |
| Curbstone Financial Management Corp |
2026 Q1 |
4/15/2026 |
| Hutchens & Kramer Investment Management Group, LLC |
2026 Q1 |
4/15/2026 |
| Retirement Investment Advisors, Inc. |
2026 Q1 |
4/15/2026 |
| AMI INVESTMENT MANAGEMENT INC |
2026 Q1 |
4/15/2026 |
| Asio Capital, LLC |
2026 Q1 |
4/15/2026 |
| marrick wealth, LLC |
2026 Q1 |
4/15/2026 |
| Myriad Asset Management US LP |
2026 Q1 |
4/15/2026 |
| Cypress Wealth Services, LLC |
2026 Q1 |
4/15/2026 |
| Sightline Wealth Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Buttonwood Financial Group, LLC |
2026 Q1 |
4/15/2026 |
| Retireful, LLC |
2026 Q1 |
4/15/2026 |
| Mainsail Financial Group, LLC |
2026 Q1 |
4/15/2026 |
| Guardian Financial Partners, LLC |
2026 Q1 |
4/15/2026 |
| Tenzing Financial LLC |
2026 Q1 |
4/15/2026 |
| Oak Asset Management, LLC |
2026 Q1 |
4/15/2026 |
| York GP, Ltd. |
2026 Q1 |
4/15/2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| Fjell Capital, LLC |
2026 Q1 |
4/15/2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2026 Q1 |
4/15/2026 |
| McAlvany Wealth Management LLC |
2026 Q1 |
4/15/2026 |
| Nepsis Inc. |
2026 Q1 |
4/15/2026 |
| FFG RETIREMENT ADVISORS LLC |
2026 Q1 |
4/15/2026 |
| Arlington Financial Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Fluent Financial, LLC |
2026 Q1 |
4/15/2026 |
| ATWOOD & PALMER INC |
2026 Q1 |
4/15/2026 |
| Curran Financial Partners, LLC |
2026 Q1 |
4/15/2026 |
| ARS Wealth Advisors Group, LLC |
2026 Q1 |
4/15/2026 |
| Massachusetts Wealth Management |
2026 Q1 |
4/15/2026 |
| Uncommon Cents Investing LLC |
2026 Q1 |
4/15/2026 |
| AlphaStar Capital Management, LLC |
2026 Q1 |
4/15/2026 |
| JOURNEY STRATEGIC WEALTH LLC |
2026 Q1 |
4/15/2026 |
| ACCESS FINANCIAL SERVICES, INC. |
2026 Q1 |
4/15/2026 |
| Diligent Investors, LLC |
2026 Q1 |
4/15/2026 |
| Birch Capital Management, LLC |
2026 Q1 |
4/15/2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| Stanich Group LLC |
2026 Q1 |
4/15/2026 |
| PEDDOCK CAPITAL ADVISORS, LLC |
2026 Q1 |
4/15/2026 |
| HARTFORD INVESTMENT MANAGEMENT CO |
2026 Q1 |
4/15/2026 |
| RJA Asset Management LLC |
2026 Q1 |
4/15/2026 |
| Verity & Verity, LLC |
2026 Q1 |
4/15/2026 |
| Verum Partners LLC |
2026 Q1 |
4/15/2026 |
| Addenda Capital Inc. |
2026 Q1 |
4/15/2026 |
| HOME FEDERAL BANK OF TENNESSEE |
2026 Q1 |
4/15/2026 |
| Snider Financial Group |
2026 Q1 |
4/15/2026 |
| Redhawk Wealth Advisors, Inc. |
2026 Q1 |
4/15/2026 |
| Slocum, Gordon & Co LLP |
2026 Q1 |
4/15/2026 |
| Apex Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| Badgley Phelps Wealth Managers, LLC |
2026 Q1 |
4/15/2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2026 Q1 |
4/15/2026 |
| Renaissance Investment Group LLC |
2026 Q1 |
4/15/2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q1 |
4/15/2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2026 Q1 |
4/15/2026 |
| Braun-Bostich & Associates Inc. |
2026 Q1 |
4/15/2026 |
| Peoples Bank/KS |
2026 Q1 |
4/15/2026 |
| NorthAvenue LLC |
2026 Q1 |
4/15/2026 |
| DAVENPORT & Co LLC |
2026 Q1 |
4/15/2026 |
| Trust Point Inc. |
2026 Q1 |
4/15/2026 |
| Third View Private Wealth, LLC |
2026 Q1 |
4/15/2026 |
| Polunin Capital Partners Ltd |
2026 Q1 |
4/15/2026 |
| Register Financial Advisors LLC |
2026 Q1 |
4/15/2026 |
| 21 West Wealth Management LLC |
2026 Q1 |
4/15/2026 |
| Wealth Intelligence, LLC |
2026 Q1 |
4/15/2026 |
| Paragon Capital Management Ltd |
2026 Q1 |
4/15/2026 |
| FIFTH THIRD SECURITIES, INC. |
2026 Q1 |
4/15/2026 |
| DIXON FNANCIAL SERVICES, INC. |
2026 Q1 |
4/15/2026 |
| Employees Provident Fund Board |
2013 Q2 |
4/15/2026 |
| CLIENT 1ST ADVISORY GROUP, LLC |
2026 Q1 |
4/15/2026 |
| ALBERT D MASON INC |
2026 Q1 |
4/15/2026 |
| Employees Provident Fund Board |
2013 Q1 |
4/15/2026 |
| HORIZON FINANCIAL SERVICES, LLC |
2026 Q1 |
4/15/2026 |
| Employees Provident Fund Board |
2013 Q3 |
4/15/2026 |
| Trellis Wealth Advisors LLC |
2026 Q1 |
4/15/2026 |
| Alhambra Investment Management LLC |
2026 Q1 |
4/15/2026 |
| DecisionMap Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| Family Legacy Financial Solutions, LLC |
2026 Q1 |
4/15/2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC |
2026 Q1 |
4/15/2026 |
| Employees Provident Fund Board |
2013 Q4 |
4/15/2026 |
| HILLTOP WEALTH ADVISORS, LLC |
2026 Q1 |
4/15/2026 |
| Sage Capital Management, LLC |
2026 Q1 |
4/15/2026 |
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q1 |
4/15/2026 |
| Sowa Financial Group, Inc. |
2026 Q1 |
4/15/2026 |
| Sarver Vrooman Wealth Advisors |
2026 Q1 |
4/15/2026 |
| HATCH COVE CAPITAL, LLC |
2026 Q1 |
4/15/2026 |
| Optivise Advisory Services LLC |
2026 Q1 |
4/15/2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2026 Q1 |
4/15/2026 |
| VALLEY NATIONAL ADVISERS INC |
2026 Q1 |
4/15/2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2026 Q1 |
4/15/2026 |
| BONNESS ENTERPRISES INC |
2026 Q1 |
4/15/2026 |
| TEMA ETFS LLC |
2026 Q1 |
4/15/2026 |
| ELEVATUS WELATH MANAGEMENT |
2026 Q1 |
4/15/2026 |
| Corundum Trust Company, INC |
2026 Q1 |
4/15/2026 |
| WORMSER FRERES GESTION |
2026 Q1 |
4/15/2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. |
2026 Q1 |
4/15/2026 |