| Prodigy Asset Management LLC |
2026 Q2 |
7/7/2026 |
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q2 |
7/7/2026 |
| Red Spruce Capital, LLC |
2026 Q2 |
7/7/2026 |
| Westmount Partners, LLC |
2026 Q2 |
7/7/2026 |
| St. Louis Financial Planners Asset Management, LLC |
2026 Q2 |
7/7/2026 |
| Retirement Wealth Solutions LLC |
2026 Q2 |
7/7/2026 |
| Ballew Advisors, Inc |
2026 Q2 |
7/7/2026 |
| Lake Hills Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| SigFig Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| CONGRESS ASSET MANAGEMENT CO |
2026 Q2 |
7/7/2026 |
| Hiley Hunt Wealth Management |
2026 Q2 |
7/7/2026 |
| Silverberg Bernstein Capital Management LLC |
2026 Q2 |
7/7/2026 |
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q2 |
7/7/2026 |
| Stark Wealth Management LLC |
2025 Q1 |
7/7/2026 |
| FIRST FINANCIAL CORP /IN/ |
2026 Q2 |
7/7/2026 |
| CenturyLink Investment Management Co |
2026 Q2 |
7/6/2026 |
| Kopion Asset Management, LLC |
2026 Q2 |
7/6/2026 |
| Silchester International Investors LLP |
2026 Q2 |
7/6/2026 |
| COOPER INVESTORS PTY LTD |
2026 Q2 |
7/6/2026 |
| JBGlobal.com LLC |
2026 Q2 |
7/6/2026 |
| Paul R. Ried Financial Group, LLC |
2026 Q2 |
7/6/2026 |
| MOULTON WEALTH MANAGEMENT, INC |
2026 Q2 |
7/6/2026 |
| City Center Advisors, LLC |
2026 Q2 |
7/6/2026 |
| Pathway Financial Advisors LLC |
2026 Q2 |
7/6/2026 |
| St. Clair Advisors, LLC |
2026 Q2 |
7/6/2026 |
| ANDERSON HOAGLAND & CO |
2026 Q2 |
7/6/2026 |
| TETRAD CORP |
2026 Q2 |
7/6/2026 |
| Boston Standard Wealth Management, LLC |
2026 Q2 |
7/6/2026 |
| Somnio Financial Group, LLC |
2026 Q2 |
7/6/2026 |
| LEGACY SOLUTIONS, LLC |
2026 Q2 |
7/6/2026 |
| CGN Advisors LLC |
2026 Q2 |
7/6/2026 |
| Trinity Financial Advisors LLC |
2026 Q2 |
7/6/2026 |
| Ridgeline Wealth, LLC |
2026 Q2 |
7/6/2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2026 Q2 |
7/6/2026 |
| CoreCap Advisors, LLC |
2026 Q2 |
7/6/2026 |
| TTRF Capital Ltd |
2026 Q2 |
7/6/2026 |
| Pacific Excel Wealth Advisors, Inc. |
2026 Q2 |
7/6/2026 |
| Tyro Capital Management LLC |
2026 Q1 - RESTATEMENT |
7/6/2026 |
| Dogwood Wealth Management LLC |
2026 Q2 |
7/6/2026 |
| Longview Financial Advisors, Inc. |
2026 Q2 |
7/6/2026 |
| RDA Financial Network |
2026 Q2 |
7/6/2026 |
| Stonebridge Financial Group, LLC |
2026 Q2 |
7/6/2026 |
| Vigilare Wealth Management |
2026 Q2 |
7/6/2026 |
| Brandywine Financial Group |
2026 Q2 |
7/6/2026 |
| PRIVATE CLIENT SERVICES, LLC |
2026 Q2 |
7/6/2026 |
| Bulwark Capital Corp |
2026 Q2 |
7/6/2026 |
| Meadowbrook Wealth Management, LLC |
2026 Q2 |
7/6/2026 |
| OLD REPUBLIC INTERNATIONAL CORP |
2026 Q2 |
7/6/2026 |
| Acasta Partners UK LLP |
2026 Q2 |
7/6/2026 |
| Somerset Trust Co |
2026 Q2 |
7/6/2026 |
| STABLEFORD CAPITAL II LLC |
2026 Q2 |
7/6/2026 |
| MJT & Associates Financial Advisory Group, Inc. |
2026 Q2 |
7/6/2026 |
| Sincerus Advisory, LLC |
2026 Q2 |
7/6/2026 |
| MTCO Ltd. |
2026 Q2 |
7/6/2026 |
| Hobart Private Capital, LLC |
2026 Q2 |
7/6/2026 |
| Bangor Savings Bank |
2026 Q2 |
7/6/2026 |
| NEVILLE RODIE & SHAW INC |
2026 Q2 |
7/6/2026 |
| jvl associates llc |
2026 Q2 |
7/6/2026 |
| ACIMA PRIVATE WEALTH, LLC |
2026 Q2 |
7/6/2026 |
| General Partner, Inc. |
2026 Q2 |
7/6/2026 |
| Trilogy Capital Inc. |
2026 Q2 |
7/2/2026 |
| Boltwood Capital Management |
2026 Q2 |
7/2/2026 |
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q2 |
7/2/2026 |
| Cedar Mountain Advisors, LLC |
2026 Q2 |
7/2/2026 |
| ATMOS ADVISORY, LLC |
2026 Q2 |
7/2/2026 |
| KERR FINANCIAL PLANNING Corp |
2026 Q2 |
7/2/2026 |
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q2 |
7/2/2026 |
| Versant Capital Management, Inc |
2026 Q2 |
7/2/2026 |
| Diesslin Group, Inc. |
2026 Q2 |
7/2/2026 |
| Sarver Vrooman Wealth Advisors |
2026 Q2 |
7/2/2026 |
| Frisco Financial Planning LLC |
2026 Q2 |
7/2/2026 |
| Financial Management, Inc. |
2025 Q4 |
7/2/2026 |
| Financial Management, Inc. |
2026 Q1 |
7/2/2026 |
| Asset Management Advisors, LLC |
2026 Q2 |
7/2/2026 |
| MassMutual Private Wealth & Trust, FSB |
2026 Q2 |
7/2/2026 |
| Brick & Kyle, Associates |
2026 Q1 |
7/2/2026 |
| Box Hill Private Wealth LLC |
2026 Q2 |
7/2/2026 |
| Eleva Capital SAS |
2026 Q2 |
7/2/2026 |
| Kozak & Associates, Inc. |
2026 Q2 |
7/2/2026 |
| Silverleafe Capital Partners, LLC |
2026 Q2 |
7/2/2026 |
| Gladwyn Financial Advisors, Inc. |
2026 Q2 |
7/2/2026 |
| Robert B. Daugherty Foundation |
2026 Q2 |
7/2/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q4 |
7/2/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q1 |
7/2/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q1 |
7/2/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q2 |
7/2/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2024 Q3 |
7/2/2026 |
| Pangea Capital Gestao de Recursos Ltda. |
2023 Q4 |
7/2/2026 |
| First County Bank /CT/ |
2026 Q2 |
7/2/2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2023 Q4 |
7/2/2026 |
| Bank of Finland |
2026 Q2 |
7/2/2026 |
| SWP Investment Management LLC |
2026 Q2 |
7/1/2026 |
| CX Institutional |
2026 Q2 |
7/1/2026 |
| Hilltop National Bank |
2026 Q2 |
7/1/2026 |
| Stairway Partners, LLC |
2026 Q2 |
7/1/2026 |
| SWP Investment Management LLC |
2026 Q1 |
7/1/2026 |
| SWP Investment Management LLC |
2025 Q2 |
7/1/2026 |
| SWP Investment Management LLC |
2025 Q3 |
7/1/2026 |
| SWP Investment Management LLC |
2025 Q4 |
7/1/2026 |
| PVG ASSET MANAGEMENT CORP |
2026 Q2 |
7/1/2026 |