| Raab & Moskowitz Asset Management LLC |
2025 Q4 |
1/20/2026 |
| Stratos Wealth Partners, LTD. |
2025 Q4 |
1/20/2026 |
| Trust Investment Advisors |
2025 Q4 |
1/20/2026 |
| J2 Capital Management Inc |
2025 Q4 |
1/20/2026 |
| HAMILTON LANE ADVISORS LLC |
2025 Q4 |
1/20/2026 |
| QV Investors Inc. |
2025 Q4 |
1/20/2026 |
| Jackson Wealth Management, LLC |
2025 Q4 |
1/20/2026 |
| Reliant Investment Management, LLC |
2025 Q4 |
1/20/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q4 |
1/20/2026 |
| Orca Investment Management, LLC |
2025 Q4 |
1/20/2026 |
| Cohen Capital Management, Inc. |
2025 Q4 |
1/20/2026 |
| KELLEHER FINANCIAL ADVISORS |
2025 Q4 |
1/20/2026 |
| SIGNATUREFD, LLC |
2025 Q4 |
1/20/2026 |
| Cohen Klingenstein LLC |
2025 Q4 |
1/20/2026 |
| ASPIRIANT, LLC |
2025 Q4 |
1/20/2026 |
| Palisades Investment Partners, LLC |
2025 Q4 |
1/20/2026 |
| MERIDIAN INVESTMENT COUNSEL INC. |
2025 Q4 |
1/20/2026 |
| KBC Group NV |
2025 Q3 |
1/20/2026 |
| AdvisorNet Financial, Inc |
2025 Q4 |
1/20/2026 |
| Hanson & Doremus Investment Management |
2025 Q4 |
1/20/2026 |
| HALL LAURIE J TRUSTEE |
2025 Q4 |
1/20/2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q4 |
1/20/2026 |
| First American Bank |
2025 Q4 |
1/20/2026 |
| NTV ASSET MANAGEMENT LLC |
2025 Q4 |
1/20/2026 |
| AMERICAN NATIONAL BANK & TRUST |
2025 Q4 |
1/20/2026 |
| INCOME RESEARCH & MANAGEMENT |
2025 Q4 |
1/20/2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
2025 Q4 |
1/20/2026 |
| CYPRESS FUNDS LLC |
2025 Q4 |
1/20/2026 |
| HARBOR CAPITAL ADVISORS, INC. |
2025 Q4 |
1/20/2026 |
| CALEDONIA INVESTMENTS PLC |
2025 Q4 |
1/20/2026 |
| ARVEST INVESTMENTS, INC. |
2025 Q4 |
1/20/2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2025 Q4 |
1/20/2026 |
| TRAN CAPITAL MANAGEMENT, L.P. |
2025 Q4 |
1/20/2026 |
| TRUST CO OF TOLEDO NA /OH/ |
2025 Q4 |
1/20/2026 |
| WEATHERLY ASSET MANAGEMENT L. P. |
2025 Q4 |
1/16/2026 |
| WASHINGTON UNIVERSITY |
2025 Q4 |
1/16/2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2025 Q4 |
1/16/2026 |
| AUGUSTINE ASSET MANAGEMENT INC |
2025 Q4 |
1/16/2026 |
| Financial Planning Navigators CORP |
2025 Q4 |
1/16/2026 |
| Genesis Financial Group, LLC |
2025 Q4 |
1/16/2026 |
| Dorato Capital Management |
2025 Q4 |
1/16/2026 |
| Integrated Financial Solutions, Inc. |
2025 Q2 |
1/16/2026 |
| Integrated Financial Solutions, Inc. |
2025 Q3 - RESTATEMENT |
1/16/2026 |
| Ledgewood Wealth Advisors, LLC |
2025 Q4 |
1/16/2026 |
| TEMA ETFS LLC |
2025 Q4 |
1/16/2026 |
| Morangie Management LLC |
2025 Q4 |
1/16/2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2025 Q4 |
1/16/2026 |
| Bestgate Wealth Advisors, LLC |
2025 Q4 |
1/16/2026 |
| Bay Capital Advisors, LLC |
2025 Q4 |
1/16/2026 |
| CogentBlue Wealth Advisors, LLC |
2025 Q4 |
1/16/2026 |
| Wealth Advisors Northwest LLC |
2025 Q4 |
1/16/2026 |
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q4 |
1/16/2026 |
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q3 - RESTATEMENT |
1/16/2026 |
| POSTROCK PARTNERS LLC |
2025 Q4 |
1/16/2026 |
| Keystone Financial Group, Inc. |
2025 Q4 |
1/16/2026 |
| LOUISBOURG INVESTMENTS INC. |
2025 Q4 |
1/16/2026 |
| MATAURO, LLC |
2025 Q4 |
1/16/2026 |
| R.H. Investment Group, LLC |
2025 Q4 |
1/16/2026 |
| Heck Capital Advisors, LLC |
2025 Q4 |
1/16/2026 |
| Longboard Asset Management, LP |
2025 Q4 |
1/16/2026 |
| Oregon Pacific Wealth Management, LLC |
2025 Q4 |
1/16/2026 |
| VERUS WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/16/2026 |
| BridgePort Financial Solutions, LLC |
2025 Q4 |
1/16/2026 |
| HFG Wealth Management, LLC |
2025 Q4 |
1/16/2026 |
| Oak Root LLC |
2025 Q4 |
1/16/2026 |
| VISTA INVESTMENT PARTNERS LLC |
2025 Q4 |
1/16/2026 |
| Hopwood Financial Services, Inc. |
2025 Q4 |
1/16/2026 |
| Tenon Financial LLC |
2025 Q4 |
1/16/2026 |
| Wall Street Financial Group, Inc. |
2025 Q4 |
1/16/2026 |
| Wall Street Financial Group, Inc. |
2025 Q3 |
1/16/2026 |
| Wall Street Financial Group, Inc. |
2025 Q2 |
1/16/2026 |
| Catalina Capital Group, LLC |
2025 Q4 |
1/16/2026 |
| M3 Advisory Group, LLC |
2025 Q4 |
1/16/2026 |
| SWP FINANCIAL LLC |
2025 Q4 |
1/16/2026 |
| Spinecap SAS |
2025 Q2 |
1/16/2026 |
| Cyr Financial Inc. |
2025 Q4 |
1/16/2026 |
| StoneCrest Wealth Management, Inc. |
2025 Q4 |
1/16/2026 |
| Sentry LLC |
2025 Q4 |
1/16/2026 |
| PFS Partners, LLC |
2025 Q4 |
1/16/2026 |
| DiNuzzo Private Wealth, Inc. |
2025 Q4 |
1/16/2026 |
| Armstrong, Fleming & Moore, Inc |
2025 Q4 |
1/16/2026 |
| Clio Asset Management LLC |
2025 Q4 |
1/16/2026 |
| Eldred Rock Partners, LLC |
2025 Q4 |
1/16/2026 |
| EVEXIA WEALTH LLC |
2025 Q4 |
1/16/2026 |
| Values Added Financial LLC |
2025 Q4 |
1/16/2026 |
| Linden Thomas Advisory Services, LLC |
2025 Q4 |
1/16/2026 |
| Park Edge Advisors, LLC |
2025 Q4 |
1/16/2026 |
| Applied Capital LLC/FL |
2025 Q4 |
1/16/2026 |
| Worth Financial Advisory Group, LLC |
2025 Q4 |
1/16/2026 |
| HF Advisory Group, LLC |
2025 Q4 |
1/16/2026 |
| MELFA WEALTH MANAGEMENT, INC. |
2025 Q4 |
1/16/2026 |
| Two Point Capital Management, Inc. |
2025 Q4 |
1/16/2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2025 Q4 |
1/16/2026 |
| Beaumont Financial Advisors, LLC |
2025 Q4 |
1/16/2026 |
| Meredith Wealth Planning |
2025 Q4 |
1/16/2026 |
| Pacific Sage Partners, LLC |
2025 Q4 |
1/16/2026 |
| Balboa Wealth Partners |
2025 Q4 |
1/16/2026 |
| FORTE ASSET MANAGEMENT LLC |
2025 Q4 |
1/16/2026 |
| Walker Asset Management, LLC |
2025 Q4 |
1/16/2026 |
| Life Planning Partners, Inc |
2025 Q4 |
1/16/2026 |