| 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 |
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q2 |
7/8/2026 |
| First Nebraska Trust Co |
2019 Q1 |
7/8/2026 |
| ATWOOD & PALMER INC |
2026 Q2 |
7/8/2026 |
| Gradient Investments LLC |
2026 Q2 |
7/8/2026 |
| Norway Savings Bank |
2026 Q2 |
7/8/2026 |
| Beaird Harris Wealth Management, LLC |
2026 Q2 |
7/8/2026 |
| MRA Advisory Group |
2026 Q2 |
7/8/2026 |
| First Nebraska Trust Co |
2019 Q2 |
7/8/2026 |
| TL Private Wealth |
2026 Q2 |
7/8/2026 |
| Flaharty Asset Management, LLC |
2026 Q2 |
7/8/2026 |
| Worth Asset Management, LLC |
2026 Q2 |
7/8/2026 |
| Agate Pass Investment Management, LLC |
2026 Q2 |
7/8/2026 |
| Private Wealth Group, LLC |
2026 Q2 |
7/8/2026 |
| Seilern Investment Management Ltd |
2026 Q2 |
7/8/2026 |
| Crumly & Associates Inc. |
2026 Q2 |
7/8/2026 |
| Polianta Ltd |
2026 Q2 |
7/8/2026 |
| Valeo Financial Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Lexington Hill Partners, LLC |
2026 Q2 |
7/8/2026 |
| Affinity Capital Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Sunburst Financial Group, LLC |
2026 Q2 |
7/8/2026 |
| Strategic Point Investment Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Breakwater Capital Group |
2026 Q2 |
7/8/2026 |
| Ledgewood Wealth Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Pine Haven Investment Counsel, Inc |
2026 Q2 |
7/8/2026 |
| Legacy Wealth Management, LLC / MS |
2026 Q2 |
7/8/2026 |
| OxenFree Capital LLC |
2026 Q2 |
7/8/2026 |
| First National Bank of Mount Dora, Trust Investment Services |
2026 Q2 |
7/8/2026 |
| West Financial Advisors, LLC |
2026 Q2 |
7/8/2026 |
| Windsor Capital Management, LLC |
2026 Q2 |
7/8/2026 |
| Hennion & Walsh Asset Management, Inc. |
2026 Q2 |
7/8/2026 |
| Danmarks Nationalbank |
2026 Q2 |
7/8/2026 |
| Assenagon Asset Management S.A. |
2026 Q2 |
7/8/2026 |
| Apella Capital, LLC |
2026 Q2 |
7/8/2026 |
| Mallini Complete Financial Planning LLC |
2026 Q2 |
7/8/2026 |
| Mirabaud & Cie SA |
2026 Q2 |
7/8/2026 |
| PensionDanmark Pensionsforsikringsaktieselskab |
2026 Q1 |
7/8/2026 |
| PensionDanmark Pensionsforsikringsaktieselskab |
2025 Q4 |
7/8/2026 |
| Shearwater Capital LLC |
2026 Q2 |
7/8/2026 |
| PensionDanmark Pensionsforsikringsaktieselskab |
2026 Q2 |
7/8/2026 |
| Luma Capital S.A. - SPF |
2026 Q2 |
7/8/2026 |
| Czech National Bank |
2026 Q2 |
7/8/2026 |
| WELLS FARGO & COMPANY/MN |
2026 Q1 - RESTATEMENT |
7/8/2026 |
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q2 |
7/8/2026 |
| Neumann Advisory Hong Kong Ltd |
2026 Q2 |
7/8/2026 |
| Matthew Goff Investment Advisor, LLC |
2026 Q2 |
7/7/2026 |
| Elmwood Wealth Management, Inc. |
2026 Q2 |
7/7/2026 |
| Attessa Capital LLC |
2026 Q2 |
7/7/2026 |
| ACT WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/7/2026 |
| NerdWallet Wealth Partners, LLC |
2026 Q2 |
7/7/2026 |
| Castle Rock Wealth Management, LLC |
2026 Q2 |
7/7/2026 |