| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q2 |
7/7/2026 |
| RVW Wealth, LLC |
2026 Q2 |
7/7/2026 |
| Twin Cities Retirement Group LLC |
2026 Q2 |
7/7/2026 |
| DWR WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/7/2026 |
| Praetorian Wealth Management, Inc. |
2026 Q2 |
7/7/2026 |
| Factor Wealth Management LTD |
2026 Q2 |
7/7/2026 |
| Ryan Investment Management, Inc. |
2026 Q2 |
7/7/2026 |
| CULTIVAR CAPITAL, INC. |
2026 Q2 |
7/7/2026 |
| Cohen Capital Management, Inc. |
2026 Q2 |
7/7/2026 |
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q2 |
7/7/2026 |
| Madison Park Capital Advisors, LLC |
2026 Q2 |
7/7/2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. |
2026 Q2 |
7/7/2026 |
| M.E. ALLISON & CO., INC. |
2026 Q2 |
7/7/2026 |
| Trinity Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| Quad-Cities Investment Group, LLC |
2026 Q2 |
7/7/2026 |
| Mirador Capital Partners LP |
2026 Q2 |
7/7/2026 |
| Pioneer Wealth Management Group |
2026 Q2 |
7/7/2026 |
| Systrade AG |
2026 Q2 |
7/7/2026 |
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q2 |
7/7/2026 |
| TLWM |
2026 Q2 |
7/7/2026 |
| Graves Light Lenhart Wealth, Inc. |
2026 Q2 |
7/7/2026 |
| McNaughton Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| WILLNER & HELLER, LLC |
2026 Q2 |
7/7/2026 |
| FOCUS Wealth Advisors, LLC |
2026 Q2 |
7/7/2026 |
| Dynamic Advisor Solutions LLC |
2026 Q2 |
7/7/2026 |
| Balefire, LLC |
2026 Q2 |
7/7/2026 |
| DMKC Advisory Services, LLC |
2026 Q2 |
7/7/2026 |
| JGP Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| Hamlin Capital Management, LLC |
2026 Q2 |
7/7/2026 |
| Foster Group, Inc. |
2026 Q2 |
7/7/2026 |
| SFM, LLC |
2026 Q2 |
7/7/2026 |
| Bill Few Associates, Inc. |
2026 Q2 |
7/7/2026 |
| Post Resch Tallon Group Inc. |
2026 Q2 |
7/7/2026 |
| First Citizens Financial Corp |
2026 Q2 |
7/7/2026 |
| 180 WEALTH ADVISORS, LLC |
2026 Q2 |
7/7/2026 |
| Fermata Advisors, LLC |
2026 Q2 |
7/7/2026 |
| Trust Asset Management LLC |
2026 Q2 |
7/7/2026 |
| David J Yvars Group |
2026 Q2 |
7/7/2026 |
| Mechanics Bank Trust Department |
2026 Q2 |
7/7/2026 |
| Paller Financial Services Inc |
2026 Q2 |
7/7/2026 |
| SANDERS MORRIS HARRIS LLC |
2026 Q2 |
7/7/2026 |
| Thrive Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| Hardin Capital Partners, LLC |
2026 Q2 |
7/7/2026 |
| SHAYNE & JACOBS, LLC |
2026 Q2 |
7/7/2026 |
| Gainplan LLC |
2026 Q2 |
7/7/2026 |
| CHAPIN DAVIS, INC. |
2026 Q2 |
7/7/2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/7/2026 |
| Archer Investment Management, LLC |
2026 Q2 |
7/7/2026 |
| Lincoln Capital LLC |
2026 Q2 |
7/7/2026 |
| Stonehearth Capital Management, LLC |
2026 Q2 |
7/7/2026 |
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q2 |
7/7/2026 |
| Evanson Financial, LLC |
2026 Q2 |
7/7/2026 |
| Emprise Bank |
2026 Q2 |
7/7/2026 |
| Hummer Financial Advisory Services Inc |
2026 Q2 |
7/7/2026 |
| Crocodile Capital Partners GmbH |
2026 Q2 |
7/7/2026 |
| Sarasin & Partners LLP |
2026 Q2 |
7/7/2026 |
| Financial Enhancement Group LLC |
2026 Q2 |
7/7/2026 |
| Israel Discount Bank of New York |
2026 Q2 |
7/7/2026 |
| Midwest Financial Network, LLC |
2026 Q2 |
7/7/2026 |
| IMZ Advisory Inc |
2026 Q2 |
7/7/2026 |
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q2 |
7/7/2026 |
| CARDEROCK CAPITAL MANAGEMENT INC |
2026 Q2 |
7/7/2026 |
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q2 |
7/7/2026 |
| Flower City Capital |
2026 Q2 |
7/7/2026 |
| Bison Wealth, LLC |
2026 Q2 |
7/7/2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2026 Q2 |
7/7/2026 |
| Grove Bank & Trust |
2026 Q2 |
7/7/2026 |
| BRIGHTON SECURITIES CORP. |
2026 Q2 |
7/7/2026 |
| Sandy Cove Advisors, LLC |
2026 Q2 |
7/7/2026 |
| Arlington Trust Co LLC |
2026 Q2 |
7/7/2026 |
| EPIQ PARTNERS, LLC |
2026 Q2 |
7/7/2026 |
| Greenfield Savings Bank |
2026 Q2 |
7/7/2026 |
| Arlington Partners LLC |
2026 Q2 |
7/7/2026 |
| HARBOR INVESTMENT ADVISORY, LLC |
2026 Q2 |
7/7/2026 |
| Addis & Hill, Inc |
2026 Q2 |
7/7/2026 |
| Prota Financial, LLC |
2026 Q2 |
7/7/2026 |
| Wisconsin Wealth Advisors, LLC |
2026 Q2 |
7/7/2026 |
| First Nebraska Trust Co |
2019 Q3 |
7/7/2026 |
| Calder Financial LLC |
2026 Q2 |
7/7/2026 |
| Grant Private Wealth Management Inc |
2026 Q2 |
7/7/2026 |
| GAMMA Investing LLC |
2026 Q2 |
7/7/2026 |
| Central Pacific Bank - Trust Division |
2026 Q2 |
7/7/2026 |
| First Nebraska Trust Co |
2019 Q4 |
7/7/2026 |
| Avior Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| Mader & Shannon Wealth Management, Inc. |
2026 Q2 |
7/7/2026 |
| Crescent Sterling, Ltd. |
2026 Q2 |
7/7/2026 |
| Value Investment Professionals, LLC |
2026 Q2 |
7/7/2026 |
| Martin Capital Partners, LLC |
2026 Q2 |
7/7/2026 |
| GK Wealth Management LLC |
2026 Q2 |
7/7/2026 |
| BDF-GESTION |
2026 Q2 |
7/7/2026 |
| Byrne Asset Management LLC |
2026 Q2 |
7/7/2026 |
| 55 North Private Wealth, LLC |
2026 Q2 |
7/7/2026 |
| Baron Wealth Management LLC |
2026 Q2 |
7/7/2026 |
| Clark Asset Management, LLC |
2026 Q2 |
7/7/2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q2 |
7/7/2026 |
| Connective Portfolio Management, LLC |
2026 Q2 |
7/7/2026 |
| TT International Asset Management LTD |
2026 Q2 |
7/7/2026 |
| Manitou Investment Management Ltd. |
2026 Q2 |
7/7/2026 |
| Mills Wealth Advisors LLC |
2026 Q2 |
7/7/2026 |
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/7/2026 |