| A&I FINANCIAL SERVICES, LLC |
2026 Q2 |
7/9/2026 |
| LVZ, Inc. |
2026 Q2 |
7/9/2026 |
| LifeGuide Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Safir Wealth Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Piscataqua Savings Bank |
2026 Q2 |
7/9/2026 |
| Stablepoint Partners, LLC |
2026 Q2 |
7/9/2026 |
| Lantz Financial LLC |
2026 Q2 |
7/9/2026 |
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q2 |
7/9/2026 |
| EAGLE WEALTH STRATEGIES LLC |
2026 Q2 |
7/9/2026 |
| Henry James International Management Inc. |
2026 Q2 |
7/9/2026 |
| MEMBERS WEALTH LLC |
2026 Q2 |
7/9/2026 |
| Omnia Family Wealth, LLC |
2026 Q2 |
7/9/2026 |
| STEGINSKY CAPITAL LLC |
2026 Q2 |
7/9/2026 |
| Polaris Investment Advisors, LLC |
2026 Q2 |
7/9/2026 |
| Magnus Financial Group LLC |
2026 Q2 |
7/9/2026 |
| Dominguez Wealth Management Solutions, Inc. |
2026 Q2 |
7/9/2026 |
| Sharkey, Howes & Javer |
2026 Q2 |
7/9/2026 |
| Winter & Associates, Inc. |
2026 Q2 |
7/9/2026 |
| Three Bearings Fiduciary Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| JBR Co Financial Management Inc |
2026 Q2 |
7/9/2026 |
| FMA Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q3 |
7/9/2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2026 Q2 |
7/9/2026 |
| Marotta Asset Management |
2026 Q2 |
7/9/2026 |
| Freestate Advisors LLC |
2026 Q2 |
7/9/2026 |
| ARS Investment Partners, LLC |
2026 Q2 |
7/9/2026 |
| Fragasso Financial Advisors Inc |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q4 |
7/9/2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2026 Q2 |
7/9/2026 |
| Avant Financial Advisors LLC |
2026 Q2 |
7/9/2026 |
| SYQUANT CAPITAL SAS |
2026 Q2 |
7/9/2026 |
| CULLEN INVESTMENT GROUP, LTD. |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q2 |
7/9/2026 |
| Parisi Gray Wealth Management |
2026 Q2 |
7/9/2026 |
| WLTH Capital Management, LLC |
2026 Q2 |
7/9/2026 |
| Bath Savings Trust Co |
2026 Q2 |
7/9/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q1 |
7/9/2026 |
| SeaCrest Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| ALONGSIDE, LLC |
2025 Q4 |
7/9/2026 |
| Werlinich Asset Management, LLC |
2026 Q2 |
7/9/2026 |
| WINCAP FINANCIAL LLC |
2026 Q2 |
7/9/2026 |
| Sage Investment Advisers LLC |
2026 Q2 |
7/9/2026 |
| SAPIENT CAPITAL LLC |
2026 Q2 |
7/9/2026 |
| American State Bank (Iowa) |
2026 Q2 |
7/9/2026 |
| Selby Wealth Management, LLC |
2026 Q2 |
7/9/2026 |
| Henrickson Nauta Wealth Advisors, Inc. |
2026 Q2 |
7/9/2026 |
| Mayflower Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| MKT Advisors LLC |
2026 Q2 |
7/9/2026 |
| Independence Financial Advisors, LLC |
2026 Q2 |
7/9/2026 |
| PSP Research LLC |
2026 Q2 |
7/9/2026 |
| 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 |