| NORDEN GROUP LLC |
2026 Q1 |
4/15/2026 |
| Douglas Lane & Associates, LLC |
2026 Q1 |
4/15/2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI |
2026 Q1 |
4/15/2026 |
| Belleair Asset Management, LLC |
2026 Q1 |
4/15/2026 |
| A&I FINANCIAL SERVICES, LLC |
2026 Q1 |
4/15/2026 |
| LongView Wealth Management |
2026 Q1 |
4/15/2026 |
| Cranbrook Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| JP Wealth Management, Inc. |
2026 Q1 |
4/15/2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
2026 Q1 |
4/15/2026 |
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q1 |
4/15/2026 |
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q1 |
4/15/2026 |
| Covea Finance |
2026 Q1 |
4/15/2026 |
| IAMS WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/15/2026 |
| Bright Futures Wealth Management, LLC. |
2026 Q1 |
4/15/2026 |
| RCW Management, LLC |
2026 Q1 |
4/15/2026 |
| Eleva Capital SAS |
2026 Q1 |
4/15/2026 |
| Meridian Financial Partners LLC |
2026 Q1 |
4/15/2026 |
| Radnor Capital Management, LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2025 Q4 - RESTATEMENT |
4/15/2026 |
| Single Point Partners, LLC |
2026 Q1 |
4/15/2026 |
| STEINBERGANNA WEALTH MANAGEMENT |
2026 Q1 |
4/15/2026 |
| Wolff Financial Management LLC |
2026 Q1 |
4/15/2026 |
| Tribridge Partners Financial LLC |
2026 Q1 |
4/15/2026 |
| Avanza Fonder AB |
2026 Q1 |
4/15/2026 |
| Iowa State Bank |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2026 Q1 |
4/15/2026 |
| Zullo Investment Group, Inc. |
2026 Q1 |
4/15/2026 |
| Activest Wealth Management |
2026 Q1 |
4/15/2026 |
| Stordahl Capital Management, Inc. |
2026 Q1 |
4/15/2026 |
| ShankerValleau Wealth Advisors, Inc. |
2026 Q1 |
4/15/2026 |
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2025 Q2 - RESTATEMENT |
4/15/2026 |
| DLK Investment Management, LLC |
2026 Q1 |
4/15/2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/15/2026 |
| Bernardo Wealth Planning LLC |
2026 Q1 |
4/15/2026 |
| Brendel Financial Advisors LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2025 Q3 - RESTATEMENT |
4/15/2026 |
| Code Waechter LLC |
2026 Q1 |
4/15/2026 |
| Johnson & White Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| Steadtrust LLC |
2026 Q1 |
4/15/2026 |
| Park Capital Management, LLC / WI |
2026 Q1 |
4/15/2026 |
| Dedeker Financial LLC |
2026 Q1 |
4/15/2026 |
| Targeted Financial Services LLC |
2026 Q1 |
4/15/2026 |
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q1 |
4/15/2026 |
| Eaton Financial Holdings Company, LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2025 Q1 - RESTATEMENT |
4/15/2026 |
| APS Management Group, Inc. |
2026 Q1 |
4/15/2026 |
| Scott Capital Advisors, LLC |
2026 Q1 |
4/15/2026 |
| Arch Global Advisors, LLC |
2026 Q1 |
4/15/2026 |
| QVR LLC |
2026 Q1 |
4/15/2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q3 - RESTATEMENT |
4/15/2026 |
| Wealthcare Capital Partners, LLC |
2026 Q1 |
4/15/2026 |
| QSM Asset Management Ltd |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q4 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q1 - RESTATEMENT |
4/15/2026 |
| CACTI ASSET MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2024 Q2 - RESTATEMENT |
4/15/2026 |
| SeaCrest Wealth Management, LLC |
2026 Q1 |
4/15/2026 |
| Compagnie Lombard Odier SCmA |
2026 Q1 |
4/15/2026 |
| Sivik Global Healthcare LLC |
2026 Q1 |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q3 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q4 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q1 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2023 Q2 - RESTATEMENT |
4/15/2026 |
| SL ADVISORS, LLC |
2022 Q4 - RESTATEMENT |
4/15/2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2026 Q1 |
4/15/2026 |
| GF FUND MANAGEMENT CO. LTD. |
2026 Q1 |
4/15/2026 |
| PLANNING DIRECTIONS INC |
2026 Q1 |
4/15/2026 |
| Weil Company, Inc. |
2026 Q1 |
4/15/2026 |
| RS CRUM INC. |
2026 Q1 |
4/15/2026 |
| Bayforest Capital Ltd |
2026 Q1 |
4/15/2026 |
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q1 |
4/14/2026 |
| R.H. Dinel Investment Counsel, Inc. |
2026 Q1 |
4/14/2026 |
| Hingham Institution for Savings |
2026 Q1 |
4/14/2026 |
| Koesten, Hirschmann & Crabtree, INC. |
2026 Q1 |
4/14/2026 |
| Avondale Wealth Management |
2026 Q1 |
4/14/2026 |
| EXCHANGE TRADED CONCEPTS, LLC |
2026 Q1 |
4/14/2026 |
| Ocean Park Asset Management, LLC |
2026 Q1 |
4/14/2026 |
| DEFINE FINANCIAL, LLC |
2026 Q1 |
4/14/2026 |
| MOTIVE WEALTH ADVISORS |
2026 Q1 |
4/14/2026 |
| Capitol Family Office, Inc. |
2026 Q1 |
4/14/2026 |
| HighRoad Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| Heirloom Wealth Management |
2026 Q1 |
4/14/2026 |
| Tradewinds Capital Management, LLC |
2026 Q1 |
4/14/2026 |
| Hudson Value Partners, LLC |
2026 Q1 |
4/14/2026 |
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q1 |
4/14/2026 |
| SEVEN MILE ADVISORY |
2026 Q1 |
4/14/2026 |
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/14/2026 |
| Wealthcare Advisory Partners LLC |
2026 Q1 |
4/14/2026 |
| Well Done, LLC |
2026 Q1 |
4/14/2026 |
| Portfolio Resources Advisor Group, Inc. |
2026 Q1 |
4/14/2026 |
| West Branch Capital LLC |
2026 Q1 |
4/14/2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q1 |
4/14/2026 |
| Austin Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| Centerline Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| Covenant Asset Management, LLC |
2026 Q1 |
4/14/2026 |
| Spectrum Investment Advisors, Inc. |
2026 Q1 |
4/14/2026 |
| Murphy Pohlad Asset Management LLC |
2026 Q1 |
4/14/2026 |