| New Capital Management LP |
2026 Q1 |
4/14/2026 |
| Joule Financial, LLC |
2026 Q1 |
4/14/2026 |
| Congress Park Capital LLC |
2026 Q1 |
4/14/2026 |
| M. Kraus & Co |
2026 Q1 |
4/14/2026 |
| Wealth Group, Ltd. |
2026 Q1 |
4/14/2026 |
| BSW Wealth Partners |
2026 Q1 |
4/14/2026 |
| HMV Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| BALDWIN WEALTH PARTNERS LLC/MA |
2026 Q1 |
4/14/2026 |
| Davidson Capital Management Inc. |
2026 Q1 |
4/14/2026 |
| Prospera Financial Services Inc |
2026 Q1 |
4/14/2026 |
| Twelve Points Wealth Management LLC |
2026 Q1 |
4/14/2026 |
| USA FINANCIAL FORMULAS |
2026 Q1 |
4/14/2026 |
| Snow Phipps Group, LLC |
2026 Q1 |
4/14/2026 |
| Opal Wealth Advisors, LLC |
2026 Q1 |
4/14/2026 |
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/14/2026 |
| SEARCY FINANCIAL SERVICES INC /ADV |
2026 Q1 |
4/14/2026 |
| CONGRESS ASSET MANAGEMENT CO |
2026 Q1 |
4/14/2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q1 |
4/14/2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV |
2026 Q1 |
4/14/2026 |
| Meadowbrook Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| Flower City Capital |
2026 Q1 |
4/14/2026 |
| Sanchez Gaunt Capital Management, LLC |
2026 Q1 |
4/14/2026 |
| SNS Financial Group, LLC |
2026 Q1 |
4/14/2026 |
| Westwind Capital |
2026 Q1 |
4/14/2026 |
| Hamlin Capital Management, LLC |
2026 Q1 |
4/14/2026 |
| VESTIA PERSONAL WEALTH ADVISORS |
2026 Q1 |
4/14/2026 |
| Moisand Fitzgerald Tamayo, LLC |
2026 Q1 |
4/14/2026 |
| JEPPSON WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/14/2026 |
| Quantum Financial Planning Services, Inc. |
2026 Q1 |
4/14/2026 |
| Cornerstone National Bank & Trust Co |
2026 Q1 |
4/14/2026 |
| Madrona Financial Services, LLC |
2026 Q1 |
4/14/2026 |
| Bay Harbor Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| INVENIO WEALTH PARTNERS LLC |
2026 Q1 |
4/14/2026 |
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q1 |
4/14/2026 |
| Peak Wealth Management LLC |
2026 Q1 |
4/14/2026 |
| LifePlan Financial, LLC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2025 Q4 |
4/14/2026 |
| American State Bank (Iowa) |
2026 Q1 |
4/14/2026 |
| ACT WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/14/2026 |
| RD Lewis Holdings, Inc. |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2024 Q4 |
4/14/2026 |
| American State Bank (Iowa) |
2025 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2025 Q2 |
4/14/2026 |
| American State Bank (Iowa) |
2025 Q3 |
4/14/2026 |
| American State Bank (Iowa) |
2024 Q1 |
4/14/2026 |
| R.H. Investment Group, LLC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2024 Q2 |
4/14/2026 |
| Nova Wealth Management, Inc. |
2026 Q1 - NEW HOLDINGS |
4/14/2026 |
| American State Bank (Iowa) |
2024 Q3 |
4/14/2026 |
| Plancorp, LLC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2023 Q4 |
4/14/2026 |
| XY Planning Network, Inc. |
2026 Q1 |
4/14/2026 |
| NBC SECURITIES, INC. |
2026 Q1 |
4/14/2026 |
| LifeGoal Investments, LLC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2023 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2023 Q2 |
4/14/2026 |
| American State Bank (Iowa) |
2023 Q3 |
4/14/2026 |
| American State Bank (Iowa) |
2022 Q3 |
4/14/2026 |
| Highlander Partners, L.P. |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2022 Q4 |
4/14/2026 |
| Arnold Financial Planning LLC |
2026 Q1 |
4/14/2026 |
| Twin Cities Retirement Group LLC |
2026 Q1 |
4/14/2026 |
| Xena Financial Planning, LLC |
2026 Q1 |
4/14/2026 |
| NIPPON LIFE INSURANCE CO |
2026 Q1 |
4/14/2026 |
| Gibson Wealth Advisors LLC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2021 Q4 |
4/14/2026 |
| FAMILY WEALTH PARTNERS, LLC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2022 Q1 |
4/14/2026 |
| William Mack & Associates, Inc. |
2026 Q1 |
4/14/2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2022 Q2 |
4/14/2026 |
| Cohen Capital Management, Inc. |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2021 Q2 |
4/14/2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2026 Q1 |
4/14/2026 |
| VALICENTI ADVISORY SERVICES INC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2021 Q3 |
4/14/2026 |
| Focus Financial Network, Inc. |
2026 Q1 |
4/14/2026 |
| ARVEST INVESTMENTS, INC. |
2026 Q1 |
4/14/2026 |
| GoalFusion Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| OV Management LLC |
2026 Q1 |
4/14/2026 |
| American State Bank (Iowa) |
2020 Q4 |
4/14/2026 |
| American State Bank (Iowa) |
2021 Q1 |
4/14/2026 |
| Palisade Asset Management, LLC |
2026 Q1 |
4/14/2026 |
| Southland Equity Partners LLC |
2026 Q1 |
4/14/2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q1 |
4/14/2026 |
| Grant Private Wealth Management Inc |
2026 Q1 |
4/14/2026 |
| Granite Group Advisors, LLC |
2026 Q1 |
4/14/2026 |
| CATHY PARETO & ASSOCIATES, INC |
2026 Q1 |
4/14/2026 |
| Pacific Capital Wealth Advisors, Inc. |
2026 Q1 |
4/14/2026 |
| Pinnacle Wealth Management Group, Inc. |
2026 Q1 |
4/14/2026 |
| TRAN CAPITAL MANAGEMENT, L.P. |
2026 Q1 |
4/14/2026 |
| ACT Advisors, LLC. |
2026 Q1 |
4/14/2026 |
| SigFig Wealth Management, LLC |
2026 Q1 |
4/14/2026 |
| Banque de Luxembourg S.A. |
2026 Q1 |
4/14/2026 |
| Compton Wealth Advisory Group, LLC |
2026 Q1 |
4/14/2026 |
| Sensenig Capital Advisors, Inc |
2026 Q1 |
4/14/2026 |
| OLIO Financial Planning |
2026 Q1 |
4/14/2026 |
| Cox Capital Mgt LLC |
2026 Q1 |
4/14/2026 |
| Andrew Hill Investment Advisors, Inc. |
2026 Q1 |
4/14/2026 |
| Onyx Financial Advisors, LLC |
2026 Q1 |
4/14/2026 |