| Banque de Luxembourg S.A. |
2026 Q2 |
7/9/2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2026 Q2 |
7/9/2026 |
| Edge Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| C2C Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| HALL LAURIE J TRUSTEE |
2026 Q2 |
7/9/2026 |
| EVERPAR ADVISORS LLC |
2026 Q2 |
7/9/2026 |
| Towerpoint Wealth, LLC |
2026 Q2 |
7/9/2026 |
| Vilga Financial Planning LLC |
2026 Q2 |
7/9/2026 |
| Hutchens & Kramer Investment Management Group, LLC |
2026 Q2 |
7/9/2026 |
| MTCO Ltd. |
2026 Q2 - RESTATEMENT |
7/9/2026 |
| Lineweaver Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Gilman Hill Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q2 |
7/9/2026 |
| New England Research & Management, Inc. |
2026 Q2 |
7/9/2026 |
| Procyon Advisors, LLC |
2026 Q2 |
7/9/2026 |
| AVITY INVESTMENT MANAGEMENT INC. |
2026 Q2 |
7/9/2026 |
| Chemistry Wealth Management LLC |
2026 Q2 |
7/9/2026 |
| EHRLICH FINANCIAL GROUP |
2026 Q2 |
7/9/2026 |
| Maj Invest Holding A/S |
2026 Q2 |
7/9/2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2026 Q2 |
7/9/2026 |
| GLP Holdings LLLP |
2026 Q2 |
7/9/2026 |
| Cardano Risk Management B.V. |
2026 Q2 |
7/9/2026 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2026 Q2 |
7/9/2026 |
| Narodna banka Slovenska |
2026 Q2 |
7/9/2026 |
| Oliver Luxxe Assets LLC |
2026 Q2 |
7/9/2026 |
| SAX WEALTH ADVISORS, LLC |
2026 Q2 |
7/9/2026 |
| JACOBS & CO/CA |
2026 Q2 |
7/8/2026 |
| Everhart Financial Group, Inc. |
2026 Q2 |
7/8/2026 |
| Roan Capital Partners |
2026 Q2 |
7/8/2026 |
| Tactive Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Client First Investment Management LLC |
2026 Q2 |
7/8/2026 |
| Yanni & Associates Investment Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Aletheian Wealth Advisors LLC |
2026 Q2 |
7/8/2026 |
| GoalVest Advisory LLC |
2026 Q2 |
7/8/2026 |
| Arista Wealth Management, LLC |
2026 Q2 |
7/8/2026 |
| HF Advisory Group, LLC |
2026 Q2 |
7/8/2026 |
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q2 |
7/8/2026 |
| Exchange Bank |
2026 Q2 |
7/8/2026 |
| Wealth High Governance Asset Management Ltda. |
2025 Q4 - RESTATEMENT |
7/8/2026 |
| BIRCHBROOK, INC. |
2026 Q2 |
7/8/2026 |
| Wealth Science Advisors LLC |
2026 Q2 |
7/8/2026 |
| Wealth High Governance Asset Management Ltda. |
2026 Q1 - RESTATEMENT |
7/8/2026 |
| Great Waters Wealth Management |
2026 Q2 |
7/8/2026 |
| Deane Retirement Strategies, Inc. |
2026 Q2 |
7/8/2026 |
| Topor & Co. Korea |
2026 Q2 |
7/8/2026 |
| REINHART PARTNERS, LLC. |
2026 Q2 |
7/8/2026 |
| AAFMAA Wealth Management & Trust LLC |
2026 Q2 |
7/8/2026 |
| Strategic Investment Solutions, Inc. /IL |
2026 Q2 |
7/8/2026 |
| UNICOM Systems, Inc. |
2026 Q2 |
7/8/2026 |
| First Heartland Consultants, Inc. |
2026 Q2 |
7/8/2026 |
| Shulman DeMeo Asset Management LLC |
2026 Q2 |
7/8/2026 |
| Eldred Rock Partners, LLC |
2026 Q2 |
7/8/2026 |
| Quantum Financial Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Beacon Financial Strategies CORP |
2026 Q2 |
7/8/2026 |
| Chesley Taft & Associates LLC |
2026 Q2 |
7/8/2026 |
| Williams & Novak, LLC |
2026 Q2 |
7/8/2026 |
| Sprinkle Financial Consultants LLC |
2026 Q2 |
7/8/2026 |
| Trust Point Inc. |
2026 Q2 |
7/8/2026 |
| 3 FACTOR INDEXING, LLC |
2026 Q2 |
7/8/2026 |
| Colorado Capital Management, Inc. |
2026 Q2 |
7/8/2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2026 Q2 |
7/8/2026 |
| Beacon Bank & Trust |
2026 Q2 |
7/8/2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q2 |
7/8/2026 |
| Invariant Investment Management |
2026 Q2 |
7/8/2026 |
| Baring Financial LLC |
2026 Q2 |
7/8/2026 |
| Finley Financial, LLC |
2026 Q2 |
7/8/2026 |
| Thayer Financial, L.L.C. |
2026 Q2 |
7/8/2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q2 |
7/8/2026 |
| Meriwether Wealth & Planning, LLC |
2026 Q2 |
7/8/2026 |
| Longboard Asset Management, LP |
2026 Q2 |
7/8/2026 |
| BRAVE ASSET MANAGEMENT INC |
2026 Q2 |
7/8/2026 |
| Renaissance Investment Group LLC |
2026 Q2 |
7/8/2026 |
| THREADGILL FINANCIAL, LLC |
2026 Q2 |
7/8/2026 |
| Scott & Selber, Inc. |
2026 Q2 |
7/8/2026 |
| Wynn Capital, LLC |
2026 Q2 |
7/8/2026 |
| LifeGoal Investments, LLC |
2026 Q2 |
7/8/2026 |
| FNY Investment Advisers, LLC |
2026 Q2 |
7/8/2026 |
| Cooper Financial Group |
2026 Q2 |
7/8/2026 |
| Palouse Capital Management, Inc. |
2026 Q2 |
7/8/2026 |
| Teamwork Financial Advisors, LLC |
2026 Q2 |
7/8/2026 |
| MFG WEALTH MANAGEMENT, INC. |
2026 Q2 |
7/8/2026 |
| Victrix Investment Advisors |
2026 Q2 |
7/8/2026 |
| Whitcomb & Hess, Inc. |
2026 Q2 |
7/8/2026 |
| White Wing Wealth Management |
2026 Q2 |
7/8/2026 |
| KWMG, LLC |
2026 Q2 |
7/8/2026 |
| Green Ridge Wealth Planning LLC |
2026 Q2 |
7/8/2026 |
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q2 |
7/8/2026 |
| TrueWealth Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Aurora Investment Managers, LLC. |
2026 Q2 |
7/8/2026 |
| Nipun Capital, L.P. |
2026 Q2 |
7/8/2026 |
| Ebert Capital Management Inc. |
2026 Q2 |
7/8/2026 |
| ABNER HERRMAN & BROCK LLC |
2026 Q2 |
7/8/2026 |
| Sonoma Allocations LLC |
2026 Q2 |
7/8/2026 |
| OFS Enterprise LLC |
2026 Q2 |
7/8/2026 |
| WILSEY ASSET MANAGEMENT INC |
2026 Q2 |
7/8/2026 |
| COMMUNITY TRUST & INVESTMENT CO |
2026 Q2 |
7/8/2026 |
| PUFF WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/8/2026 |
| ROCKLAND TRUST CO |
2026 Q2 |
7/8/2026 |
| Platt Investment Counsel, LLC |
2026 Q2 |
7/8/2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/8/2026 |