| Quantum Financial Advisors, LLC |
2026 Q1 |
4/8/2026 |
| HAMILTON LANE ADVISORS LLC |
2026 Q1 |
4/8/2026 |
| Shore Point Advisors, LLC |
2026 Q1 |
4/8/2026 |
| SFM, LLC |
2026 Q1 |
4/8/2026 |
| CANANDAIGUA NATIONAL CORP |
2026 Q1 |
4/8/2026 |
| Archer Investment Management, LLC |
2026 Q1 |
4/8/2026 |
| Legacy Wealth Asset Management, LLC |
2026 Q1 |
4/8/2026 |
| Asset Management Advisors, LLC |
2026 Q1 |
4/8/2026 |
| Canandaigua National Trust Co of Florida |
2026 Q1 |
4/8/2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q1 |
4/8/2026 |
| Aurelius Family Office LLC |
2026 Q1 |
4/8/2026 |
| Grove Bank & Trust |
2026 Q1 |
4/8/2026 |
| BOS Asset Management, LLC |
2026 Q1 |
4/8/2026 |
| Bond & Devick Financial Network, Inc. |
2026 Q1 |
4/8/2026 |
| McNaughton Wealth Management, LLC |
2026 Q1 |
4/8/2026 |
| IMZ Advisory Inc |
2026 Q1 |
4/8/2026 |
| M.E. ALLISON & CO., INC. |
2026 Q1 |
4/8/2026 |
| Mirador Capital Partners LP |
2026 Q1 |
4/8/2026 |
| Sunburst Financial Group, LLC |
2026 Q1 |
4/8/2026 |
| Seed Wealth Management, Inc. |
2026 Q1 |
4/8/2026 |
| Hardin Capital Partners, LLC |
2026 Q1 |
4/8/2026 |
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q1 |
4/8/2026 |
| Exchange Bank |
2026 Q1 |
4/8/2026 |
| RED REEF ADVISORS LLC |
2025 Q4 |
4/8/2026 |
| High Point Wealth Management, LLC |
2026 Q1 |
4/8/2026 |
| Graves Light Lenhart Wealth, Inc. |
2026 Q1 |
4/8/2026 |
| KWB Wealth |
2026 Q1 |
4/8/2026 |
| Asempa Wealth Advisors |
2026 Q1 |
4/8/2026 |
| Unify Financial Advisors |
2025 Q4 |
4/8/2026 |
| Systrade AG |
2026 Q1 |
4/8/2026 |
| West Financial Advisors, LLC |
2026 Q1 |
4/8/2026 |
| RDA Financial Network |
2026 Q1 |
4/8/2026 |
| RVW Wealth, LLC |
2026 Q1 |
4/8/2026 |
| WOODSTOCK CORP |
2026 Q1 |
4/8/2026 |
| Gainplan LLC |
2026 Q1 |
4/8/2026 |
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q1 |
4/8/2026 |
| General Partner, Inc. |
2026 Q1 |
4/8/2026 |
| MMA ASSET MANAGEMENT LLC |
2026 Q1 |
4/8/2026 |
| RoundAngle Advisors LLC |
2026 Q1 |
4/8/2026 |
| SAX WEALTH ADVISORS, LLC |
2026 Q1 |
4/8/2026 |
| Clarus Wealth Advisors |
2026 Q1 |
4/8/2026 |
| Catterton Management Company, L.L.C. |
2026 Q1 |
4/8/2026 |
| Post Resch Tallon Group Inc. |
2026 Q1 |
4/8/2026 |
| Castlefield Investment Partners LLP |
2025 Q4 - RESTATEMENT |
4/8/2026 |
| Oliver Luxxe Assets LLC |
2026 Q1 |
4/8/2026 |
| Heritage Family Offices, LLP |
2026 Q1 |
4/8/2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q1 |
4/8/2026 |
| Abacus FCF Advisors LLC |
2026 Q1 |
4/8/2026 |
| Leonard Rickey Investment Advisors P.L.L.C. |
2026 Q1 |
4/8/2026 |
| DUDLEY & SHANLEY, INC. |
2026 Q1 |
4/8/2026 |
| Cambridge Financial Group, LLC |
2026 Q1 |
4/8/2026 |
| Ervin Investment Management, LLC |
2026 Q1 |
4/8/2026 |
| Civilization Ventures Management, LLC |
2025 Q4 |
4/8/2026 |
| JBR Co Financial Management Inc |
2026 Q1 |
4/8/2026 |
| Wealth Enhancement Trust Services, Inc. |
2026 Q1 |
4/8/2026 |
| Gladwyn Financial Advisors, Inc. |
2026 Q1 |
4/8/2026 |
| NorthCrest Asset Manangement, LLC |
2026 Q1 |
4/8/2026 |
| Stonebridge Financial Group, LLC |
2026 Q1 |
4/8/2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q1 |
4/8/2026 |
| Beacon Financial Strategies CORP |
2026 Q1 |
4/8/2026 |
| Whitcomb & Hess, Inc. |
2026 Q1 |
4/8/2026 |
| First Heartland Consultants, Inc. |
2026 Q1 |
4/8/2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q1 |
4/8/2026 |
| Partnership Wealth Management, LLC |
2026 Q1 |
4/8/2026 |
| AAFMAA Wealth Management & Trust LLC |
2026 Q1 |
4/8/2026 |
| Significant Wealth Partners LLC |
2026 Q1 |
4/8/2026 |
| Eastover Investment Advisors LLC |
2026 Q1 |
4/8/2026 |
| ORRSTOWN FINANCIAL SERVICES INC |
2026 Q1 |
4/8/2026 |
| Amanah Holdings Trust |
2026 Q1 |
4/8/2026 |
| E Fund Management (Hong Kong) Co., Ltd. |
2026 Q1 |
4/8/2026 |
| MYECFO, LLC |
2026 Q1 |
4/7/2026 |
| Central Pacific Bank - Trust Division |
2026 Q1 |
4/7/2026 |
| Pathway Financial Advisors LLC |
2026 Q1 |
4/7/2026 |
| MB, LEVIS & ASSOCIATES, LLC |
2026 Q1 |
4/7/2026 |
| Abacus Planning Group, Inc. |
2026 Q1 |
4/7/2026 |
| Boltwood Capital Management |
2026 Q1 |
4/7/2026 |
| Longboard Asset Management, LP |
2026 Q1 |
4/7/2026 |
| Ausbil Investment Management Ltd |
2026 Q1 |
4/7/2026 |
| Emergent Wealth Advisors, LLC |
2026 Q1 |
4/7/2026 |
| Roberts Wealth Advisors, LLC |
2026 Q1 |
4/7/2026 |
| Wisconsin Wealth Advisors, LLC |
2026 Q1 |
4/7/2026 |
| Charis Legacy Partners, LLC |
2026 Q1 |
4/7/2026 |
| Sage Capital Advisors,llc |
2026 Q1 |
4/7/2026 |
| Calder Financial LLC |
2026 Q1 |
4/7/2026 |
| G&S Capital LLC |
2026 Q1 |
4/7/2026 |
| Twele Capital Management, Inc. |
2026 Q1 |
4/7/2026 |
| Plus Group Wealth Advisors LLC |
2026 Q1 |
4/7/2026 |
| CULTIVAR CAPITAL, INC. |
2026 Q1 |
4/7/2026 |
| Investment Partners Asset Management, Inc. |
2026 Q1 |
4/7/2026 |
| Bath Savings Trust Co |
2026 Q1 |
4/7/2026 |
| Hobart Private Capital, LLC |
2026 Q1 |
4/7/2026 |
| First Citizens Financial Corp |
2026 Q1 |
4/7/2026 |
| Orgel Wealth Management, LLC |
2026 Q1 |
4/7/2026 |
| Holland Advisory Services, Inc. |
2026 Q1 |
4/7/2026 |
| Stonekeep Investments, LLC |
2026 Q1 |
4/7/2026 |
| U.S. Capital Wealth Advisors, LLC |
2026 Q1 |
4/7/2026 |
| Financially Speaking Inc |
2026 Q1 |
4/7/2026 |
| InvesTrust |
2026 Q1 |
4/7/2026 |
| CENTRAL BANK & TRUST CO |
2026 Q1 |
4/7/2026 |
| AMS Capital Ltda |
2026 Q1 |
4/7/2026 |