| Union Bancaire Privee, UBP SA |
2026 Q2 |
7/16/2026 |
| BTC Capital Management, Inc. |
2026 Q2 |
7/16/2026 |
| Keystone Global Partners, LLC |
2026 Q2 |
7/16/2026 |
| AM INVESTMENT STRATEGIES LLC |
2026 Q2 |
7/16/2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/16/2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q2 |
7/16/2026 |
| VALICENTI ADVISORY SERVICES INC |
2026 Q2 |
7/16/2026 |
| Trium Capital LLP |
2026 Q2 |
7/16/2026 |
| ZWJ INVESTMENT COUNSEL INC |
2026 Q2 |
7/16/2026 |
| First Growth Capital LLC |
2026 Q2 |
7/16/2026 |
| Koenig Investment Advisory, LLC |
2026 Q2 |
7/16/2026 |
| Linden Thomas Advisory Services, LLC |
2026 Q2 |
7/16/2026 |
| Optimus Capital Advisors, LLC |
2026 Q2 |
7/16/2026 |
| Hoxton Planning & Management, LLC |
2026 Q2 |
7/16/2026 |
| ARS Wealth Advisors Group, LLC |
2026 Q2 |
7/16/2026 |
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q2 |
7/16/2026 |
| LifeWealth Investments, LLC |
2026 Q2 |
7/16/2026 |
| VISIONARY HORIZONS, LLC |
2026 Q2 |
7/16/2026 |
| INDEPENDENT INVESTORS INC |
2026 Q2 |
7/16/2026 |
| Ellsworth Advisors, LLC |
2026 Q2 |
7/16/2026 |
| BENEDICT FINANCIAL ADVISORS INC |
2026 Q2 |
7/16/2026 |
| Rachor Investment Advisory Services, LLC |
2026 Q2 |
7/16/2026 |
| LOCKERMAN FINANCIAL GROUP, INC. |
2026 Q2 |
7/16/2026 |
| LINCOLN CAPITAL CORP |
2026 Q2 |
7/16/2026 |
| Ethos Capital Management, Inc. |
2026 Q2 |
7/16/2026 |
| ADIRONDACK TRUST CO |
2026 Q2 |
7/16/2026 |
| True Wealth Design, LLC |
2026 Q2 |
7/16/2026 |
| Ninety One North America, Inc. |
2026 Q2 |
7/16/2026 |
| Ninety One UK Ltd |
2026 Q2 |
7/16/2026 |
| WESPAC Advisors SoCal, LLC |
2026 Q2 |
7/16/2026 |
| Ninety One SA (PTY) Ltd |
2026 Q2 |
7/16/2026 |
| WORMSER FRERES GESTION |
2026 Q2 |
7/16/2026 |
| Sava Infond d.o.o. |
2026 Q2 |
7/16/2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2026 Q2 |
7/16/2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q2 |
7/16/2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. |
2026 Q2 |
7/16/2026 |
| FACTORIAL MANAGEMENT Ltd |
2026 Q2 |
7/16/2026 |
| ALTERNA WEALTH MANAGEMENT, INC |
2026 Q2 |
7/15/2026 |
| ICG Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Capital Investment Management, Inc. |
2026 Q2 |
7/15/2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP |
2026 Q2 |
7/15/2026 |
| Sherry Group, Inc. |
2026 Q2 |
7/15/2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV |
2026 Q2 |
7/15/2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q2 |
7/15/2026 |
| Montecito Bank & Trust |
2026 Q2 |
7/15/2026 |
| Bell Bank |
2026 Q2 |
7/15/2026 |
| First Nebraska Trust Co |
2016 Q4 |
7/15/2026 |
| First Nebraska Trust Co |
2016 Q3 |
7/15/2026 |
| White & Co Financial Planning Inc |
2026 Q2 |
7/15/2026 |
| Vermillion Wealth Management, Inc. |
2026 Q2 |
7/15/2026 |
| DB Fitzpatrick & Co, Inc |
2026 Q2 |
7/15/2026 |
| GREENBERG FINANCIAL GROUP |
2025 Q2 |
7/15/2026 |
| Lauer Wealth, LLC |
2026 Q2 |
7/15/2026 |
| Cerro Pacific Wealth Advisors LLC |
2026 Q2 |
7/15/2026 |
| Embree Financial Group |
2026 Q2 |
7/15/2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/15/2026 |
| Asset Allocation & Management Company, LLC |
2026 Q2 |
7/15/2026 |
| Capital Investment Counsel, LLC |
2026 Q2 |
7/15/2026 |
| FSM Wealth Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Wealth Care LLC |
2026 Q2 |
7/15/2026 |
| Gemmer Asset Management LLC |
2026 Q2 |
7/15/2026 |
| Keudell/Morrison Wealth Management |
2026 Q2 |
7/15/2026 |
| RAINIER FAMILY WEALTH INC |
2026 Q2 |
7/15/2026 |
| Harold Davidson & Associates Inc. |
2026 Q2 |
7/15/2026 |
| Fort Henry Capital, LLC |
2026 Q2 |
7/15/2026 |
| Range Financial Group LLC |
2026 Q2 |
7/15/2026 |
| Value Partners Investments Inc. |
2026 Q2 |
7/15/2026 |
| TCP Asset Management, LLC |
2026 Q2 |
7/15/2026 |
| Secure Asset Management, LLC |
2026 Q2 |
7/15/2026 |
| BDFS Capital LLC |
2026 Q2 |
7/15/2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2026 Q2 |
7/15/2026 |
| Vertex Investment Solutions Co., Ltd. |
2026 Q2 |
7/15/2026 |
| MATRIX ASSET ADVISORS INC/NY |
2026 Q2 |
7/15/2026 |
| Professional Financial Management, Inc. |
2026 Q2 |
7/15/2026 |
| Tensor Edge Capital, LLC |
2026 Q2 |
7/15/2026 |
| WealthBridge Investment Counsel Inc. |
2026 Q2 |
7/15/2026 |
| FIRST MERCHANTS CORP |
2026 Q2 |
7/15/2026 |
| CYPRESS FUNDS LLC |
2025 Q1 - RESTATEMENT |
7/15/2026 |
| Westwind Capital |
2026 Q2 |
7/15/2026 |
| FIFTH THIRD SECURITIES, INC. |
2026 Q2 |
7/15/2026 |
| TOMPKINS FINANCIAL CORP |
2026 Q2 |
7/15/2026 |
| PARK NATIONAL CORP /OH/ |
2026 Q2 |
7/15/2026 |
| SPRENG CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/15/2026 |
| SWMG, LLC |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2026 Q2 |
7/15/2026 |
| Benin Management CORP |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2026 Q1 |
7/15/2026 |
| HARTFORD INVESTMENT MANAGEMENT CO |
2026 Q2 |
7/15/2026 |
| Dakota Community Bank & Trust NA |
2026 Q2 |
7/15/2026 |
| Canada Post Corp Registered Pension Plan |
2026 Q2 |
7/15/2026 |
| Invesco Ltd. |
2025 Q4 - NEW HOLDINGS |
7/15/2026 |
| ENZI WEALTH |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2025 Q3 |
7/15/2026 |
| Outbound Financial Inc |
2025 Q4 |
7/15/2026 |
| Invesco Ltd. |
2026 Q1 - NEW HOLDINGS |
7/15/2026 |
| Joule Financial, LLC |
2026 Q2 |
7/15/2026 |
| Cohen Klingenstein LLC |
2026 Q2 |
7/15/2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
2026 Q2 |
7/15/2026 |
| Members Advisory Group LLC |
2026 Q2 |
7/15/2026 |
| Guardian Financial Partners, LLC |
2026 Q2 |
7/15/2026 |