| BALDWIN WEALTH PARTNERS LLC/MA |
2026 Q2 |
7/14/2026 |
| CWA Asset Management Group, LLC |
2026 Q2 |
7/14/2026 |
| Cox Capital Mgt LLC |
2026 Q2 |
7/14/2026 |
| Trust Asset Management LLC |
2026 Q2 - NEW HOLDINGS |
7/14/2026 |
| Brewster Financial Planning LLC |
2026 Q2 |
7/14/2026 |
| Sompo Asset Management Co., Ltd. |
2026 Q2 |
7/14/2026 |
| Brown Shipley& Co Ltd |
2026 Q2 |
7/14/2026 |
| Glencore plc |
2026 Q2 |
7/14/2026 |
| Naria Inc. |
2026 Q2 |
7/14/2026 |
| Smith Asset Management Co., LLC |
2026 Q2 |
7/14/2026 |
| Encompass More Asset Management |
2026 Q2 |
7/14/2026 |
| Cambridge Financial Group, LLC |
2026 Q2 |
7/14/2026 |
| Brickley Wealth Management |
2026 Q2 |
7/13/2026 |
| First Nebraska Trust Co |
2017 Q3 |
7/13/2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q2 |
7/13/2026 |
| Rockingstone Advisors LLC |
2026 Q2 |
7/13/2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/13/2026 |
| New Covenant Trust Company, N.A. |
2026 Q2 |
7/13/2026 |
| Kings Path Partners LLC |
2025 Q4 |
7/13/2026 |
| Robinswood Financial LLC |
2023 Q2 |
7/13/2026 |
| Cromwell Holdings LLC |
2026 Q2 |
7/13/2026 |
| Cannae Holdings, Inc. |
2026 Q2 |
7/13/2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC |
2026 Q2 |
7/13/2026 |
| Signature Resources Capital Management, LLC |
2026 Q2 |
7/13/2026 |
| Adams Asset Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Clark & Stuart, Inc |
2026 Q2 |
7/13/2026 |
| DEFINE FINANCIAL, LLC |
2026 Q2 |
7/13/2026 |
| Cadent Capital Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Net Worth Advisory Group |
2026 Q2 |
7/13/2026 |
| Clearview Wealth Management LLC |
2026 Q2 |
7/13/2026 |
| Midway Capital Research & Management |
2026 Q2 |
7/13/2026 |
| Markin Asset Management, LP |
2026 Q2 |
7/13/2026 |
| Jeter Robert S II |
2026 Q2 |
7/13/2026 |
| Emergent Wealth Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Y-Intercept (Hong Kong) Ltd |
2026 Q2 |
7/13/2026 |
| Arnold Financial Planning LLC |
2026 Q2 |
7/13/2026 |
| Wall Street Financial Group, Inc. |
2026 Q2 |
7/13/2026 |
| First Nebraska Trust Co |
2017 Q4 |
7/13/2026 |
| HBE Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| Tailwinds Wealth, LLC |
2026 Q2 |
7/13/2026 |
| Strategic Financial Group, LLC |
2026 Q2 |
7/13/2026 |
| Financial Solutions Advisory Group, Inc. |
2026 Q2 |
7/13/2026 |
| Gilbert Capital Group, Inc. |
2026 Q2 |
7/13/2026 |
| Falcon Wealth Planning |
2026 Q2 |
7/13/2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2026 Q2 |
7/13/2026 |
| Oak Root LLC |
2026 Q2 |
7/13/2026 |
| PATTON FUND MANAGEMENT, INC. |
2026 Q2 |
7/13/2026 |
| V. M. MANNING & CO., INC. |
2026 Q2 |
7/13/2026 |
| Wealth Intelligence, LLC |
2026 Q2 |
7/13/2026 |
| Broadway Wealth Solutions, Inc. |
2026 Q2 |
7/13/2026 |
| RTD Financial Advisors, Inc. |
2026 Q2 |
7/13/2026 |
| FCG Investment Co |
2026 Q2 |
7/13/2026 |
| Sound Stewardship, LLC |
2026 Q2 |
7/13/2026 |
| Clarity Capital Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Centennial Wealth Advisory LLC |
2026 Q2 |
7/13/2026 |
| Red Door Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| Azarias Capital Management, L.P. |
2026 Q2 |
7/13/2026 |
| United Asset Strategies, Inc. |
2026 Q2 |
7/13/2026 |
| ETF Portfolio Partners, Inc. |
2026 Q2 |
7/13/2026 |
| OMNI 360 Wealth, Inc. |
2026 Q2 |
7/13/2026 |
| High Probability Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Stenger Family Office, LLC |
2026 Q2 |
7/13/2026 |
| HCR Wealth Advisors |
2026 Q2 |
7/13/2026 |
| Capital Advantage, Inc. |
2026 Q2 |
7/13/2026 |
| Gradient Capital Advisors, LLC |
2026 Q2 |
7/13/2026 |
| CISCO SYSTEMS, INC. |
2026 Q2 |
7/13/2026 |
| BRADY FAMILY WEALTH, LLC |
2026 Q2 |
7/13/2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| Frankly Finances, LLC |
2026 Q2 |
7/13/2026 |
| Rockwood Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| NORTH DALLAS BANK & TRUST CO |
2026 Q2 |
7/13/2026 |
| REX Advisers, LLC |
2026 Q2 |
7/13/2026 |
| Parkside Investments, LLC |
2026 Q2 |
7/13/2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2026 Q2 |
7/13/2026 |
| HHM Wealth Advisors, LLC |
2026 Q2 |
7/13/2026 |
| LDIC Inc. |
2026 Q2 |
7/13/2026 |
| HMV Wealth Advisors, LLC |
2026 Q2 |
7/13/2026 |
| R.H. Dinel Investment Counsel, Inc. |
2026 Q2 |
7/13/2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| LYNCH & ASSOCIATES/IN |
2026 Q2 |
7/13/2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q2 |
7/13/2026 |
| Kessler Investment Group, LLC |
2026 Q2 |
7/13/2026 |
| Sunflower Bank, N.A. |
2026 Q2 |
7/13/2026 |
| Eastover Investment Advisors LLC |
2026 Q2 |
7/13/2026 |
| Physician Wealth Solutions Inc. |
2026 Q2 |
7/13/2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| Eagle Wealth Advisors LLC |
2026 Q2 |
7/13/2026 |
| Lancaster Investment Management |
2026 Q2 |
7/13/2026 |
| PFW Advisors LLC |
2026 Q2 |
7/13/2026 |
| Plus Group Wealth Advisors LLC |
2026 Q2 |
7/13/2026 |
| Drucker Wealth 3.0, LLC |
2026 Q2 |
7/13/2026 |
| Eagle Capital Management, LLC |
2026 Q2 |
7/13/2026 |
| DeDora Capital, Inc. |
2026 Q2 |
7/13/2026 |
| GENESIS PRIVATE WEALTH, LLC |
2026 Q2 |
7/13/2026 |
| RIVERBRIDGE PARTNERS LLC |
2026 Q2 |
7/13/2026 |
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/13/2026 |
| Holland Advisory Services, Inc. |
2026 Q2 |
7/13/2026 |
| PineStone Asset Management Inc. |
2026 Q2 |
7/13/2026 |
| Holcombe Financial, Inc. |
2026 Q2 |
7/13/2026 |
| Martel Wealth Advisors LLC |
2026 Q2 |
7/13/2026 |