| Marshall Financial Group, LLC |
2026 Q1 |
4/10/2026 |
| RTD Financial Advisors, Inc. |
2026 Q1 |
4/10/2026 |
| Financial Advisory Corp |
2026 Q1 |
4/10/2026 |
| NOVEM GROUP |
2026 Q1 |
4/10/2026 |
| Talbot Financial, LLC |
2026 Q1 |
4/10/2026 |
| Revolve Wealth Partners, LLC |
2026 Q1 |
4/10/2026 |
| Cerro Pacific Wealth Advisors LLC |
2026 Q1 |
4/10/2026 |
| Sound Stewardship, LLC |
2026 Q1 |
4/10/2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2026 Q1 |
4/10/2026 |
| Oak Thistle LLC |
2026 Q1 |
4/10/2026 |
| OMNI 360 Wealth, Inc. |
2026 Q1 |
4/10/2026 |
| Financial Partners Group, Inc |
2026 Q1 |
4/10/2026 |
| FORM Wealth Advisors, LLC |
2026 Q1 |
4/10/2026 |
| Finivi Inc. |
2026 Q1 |
4/10/2026 |
| WLTH Capital Management, LLC |
2026 Q1 - RESTATEMENT |
4/10/2026 |
| CARDEROCK CAPITAL MANAGEMENT INC |
2026 Q1 |
4/10/2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/10/2026 |
| Boyer Financial Services, Inc. |
2026 Q1 |
4/10/2026 |
| Ebert Capital Management Inc. |
2026 Q1 |
4/10/2026 |
| Titiun Yejiel |
2025 Q4 |
4/10/2026 |
| Green Ridge Wealth Planning LLC |
2026 Q1 |
4/10/2026 |
| Lifestyle Asset Management, Inc. |
2026 Q1 |
4/10/2026 |
| TCP Asset Management, LLC |
2026 Q1 |
4/10/2026 |
| AFFINITY WEALTH MANAGEMENT LLC |
2026 Q1 |
4/10/2026 |
| Briaud Financial Planning Inc |
2026 Q1 |
4/10/2026 |
| Sage Investment Advisers LLC |
2026 Q1 |
4/10/2026 |
| Auto-Owners Insurance Co |
2026 Q1 |
4/10/2026 |
| IAM Advisory, LLC |
2026 Q1 |
4/10/2026 |
| Impact Capital Partners LLC |
2026 Q1 |
4/10/2026 |
| GREAT OAK CAPITAL PARTNERS, LLC |
2026 Q1 |
4/10/2026 |
| Magnus Financial Group LLC |
2026 Q1 |
4/10/2026 |
| BostonPremier Wealth LLC |
2026 Q1 |
4/10/2026 |
| COREPATH WEALTH PARTNERS LLC |
2026 Q1 |
4/10/2026 |
| Intellectus Partners, LLC |
2026 Q1 |
4/10/2026 |
| MELFA WEALTH MANAGEMENT, INC. |
2026 Q1 |
4/10/2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC |
2026 Q1 |
4/10/2026 |
| Octavia Wealth Advisors, LLC |
2026 Q1 |
4/10/2026 |
| Naviter Wealth, LLC |
2026 Q1 |
4/10/2026 |
| JACOBSON & SCHMITT ADVISORS, LLC |
2026 Q1 |
4/10/2026 |
| Oxinas Partners, LLC |
2026 Q1 |
4/10/2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC |
2026 Q1 |
4/10/2026 |
| Perigon Wealth Management, LLC |
2026 Q1 |
4/10/2026 |
| Performance Wealth Partners, LLC |
2026 Q1 |
4/10/2026 |
| Summit Financial Consulting LLC |
2026 Q1 |
4/10/2026 |
| Stillwater Capital Advisors, LLC |
2026 Q1 |
4/10/2026 |
| Capital Investment Management, Inc. |
2025 Q4 |
4/10/2026 |
| Daytona Street Capital LLC |
2026 Q1 |
4/10/2026 |
| Kopion Asset Management, LLC |
2026 Q1 |
4/10/2026 |
| Sunflower Bank, N.A. |
2026 Q1 |
4/10/2026 |
| Bouvel Investment Partners, LLC |
2026 Q1 |
4/10/2026 |
| Atala Financial Inc |
2026 Q1 |
4/10/2026 |
| Salvus Wealth Management, LLC |
2026 Q1 |
4/10/2026 |
| BASS SID R |
2025 Q4 - RESTATEMENT |
4/10/2026 |
| Shelter Rock Management, LLC |
2026 Q1 |
4/10/2026 |
| Field & Main Bank |
2026 Q1 |
4/10/2026 |
| Harbor Group, Inc. |
2026 Q1 |
4/10/2026 |
| Center for Wealth Management Advisory |
2025 Q4 |
4/10/2026 |
| SMH CAPITAL ADVISORS INC |
2026 Q1 |
4/10/2026 |
| Putney Financial Group LLC |
2026 Q1 |
4/10/2026 |
| Cooke Wealth Management, LLC |
2026 Q1 |
4/10/2026 |
| DKM Wealth Management, Inc. |
2026 Q1 |
4/10/2026 |
| Rede Wealth, LLC |
2026 Q1 |
4/10/2026 |
| HT Partners LLC |
2026 Q1 |
4/10/2026 |
| Finward Bancorp |
2026 Q1 |
4/10/2026 |
| Pure Financial Advisors, LLC |
2026 Q1 |
4/10/2026 |
| BOSTON RESEARCH & MANAGEMENT INC |
2026 Q1 |
4/10/2026 |
| Waldron Private Wealth LLC |
2026 Q1 |
4/10/2026 |
| Charles Schwab Trust Co |
2026 Q1 |
4/10/2026 |
| Prosperity Planning, Inc. |
2026 Q1 |
4/10/2026 |
| Ipswich Investment Management Co., Inc. |
2026 Q1 |
4/10/2026 |
| Aquire Wealth Advisors, LLC |
2026 Q1 |
4/10/2026 |
| Brucke Financial, Inc. |
2026 Q1 |
4/10/2026 |
| Lake Hills Wealth Management, LLC |
2026 Q1 |
4/10/2026 |
| First Bank & Trust |
2026 Q1 |
4/10/2026 |
| Henry James International Management Inc. |
2026 Q1 |
4/10/2026 |
| COUNTRY TRUST BANK |
2026 Q1 |
4/10/2026 |
| Quadratic Capital Management LLC |
2026 Q1 |
4/10/2026 |
| Benin Management CORP |
2026 Q1 |
4/10/2026 |
| Ballew Advisors, Inc |
2026 Q1 |
4/10/2026 |
| VIKING FUND MANAGEMENT LLC |
2026 Q1 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2025 Q2 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2024 Q4 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2025 Q1 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2024 Q3 |
4/10/2026 |
| Cassilly Financial Group LLC |
2026 Q1 |
4/10/2026 |
| Piscataqua Savings Bank |
2026 Q1 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2024 Q2 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2024 Q1 |
4/10/2026 |
| Linden Thomas Advisory Services, LLC |
2026 Q1 |
4/10/2026 |
| Level Financial Advisors |
2026 Q1 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2023 Q4 |
4/10/2026 |
| FRANKLIN STREET ADVISORS INC /NC |
2026 Q1 |
4/10/2026 |
| SYQUANT CAPITAL SAS |
2026 Q1 |
4/10/2026 |
| Northside Capital Management, LLC |
2026 Q1 |
4/10/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2023 Q2 |
4/10/2026 |
| M & L Capital Management Ltd |
2026 Q1 |
4/10/2026 |
| Insight Wealth Strategies, LLC |
2026 Q1 |
4/10/2026 |
| CLARIS ADVISORS, LLC / MO / |
2026 Q1 |
4/10/2026 |
| Harpswell Capital Advisors, LLC |
2026 Q1 |
4/10/2026 |
| Quaker Wealth Management, LLC |
2026 Q1 |
4/10/2026 |