| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q4 |
1/7/2026 |
| PRIVATE CLIENT SERVICES, LLC |
2025 Q4 |
1/7/2026 |
| Green Alpha Advisors, LLC |
2025 Q4 |
1/7/2026 |
| Norman Fields, Gottscho Capital Management, LLC |
2025 Q4 |
1/7/2026 |
| Hamlin Capital Management, LLC |
2025 Q4 |
1/7/2026 |
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q4 |
1/7/2026 |
| LYNCH & ASSOCIATES/IN |
2025 Q4 |
1/7/2026 |
| MassMutual Private Wealth & Trust, FSB |
2025 Q4 |
1/7/2026 |
| CenturyLink Investment Management Co |
2025 Q4 |
1/7/2026 |
| BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q4 |
1/7/2026 |
| DOLIVER ADVISORS, LP |
2025 Q4 |
1/6/2026 |
| NEVILLE RODIE & SHAW INC |
2025 Q4 |
1/6/2026 |
| Ransom Advisory, Ltd |
2025 Q4 |
1/6/2026 |
| Freedom Financial Partners LLC |
2025 Q4 |
1/6/2026 |
| JBGlobal.com LLC |
2025 Q4 |
1/6/2026 |
| Mallini Complete Financial Planning LLC |
2025 Q4 |
1/6/2026 |
| Hiley Hunt Wealth Management |
2025 Q4 |
1/6/2026 |
| Board of the Pension Protection Fund |
2025 Q4 |
1/6/2026 |
| OMC Financial Services LTD |
2025 Q4 |
1/6/2026 |
| Attessa Capital LLC |
2025 Q4 |
1/6/2026 |
| JBR Co Financial Management Inc |
2025 Q4 |
1/6/2026 |
| Addis & Hill, Inc |
2025 Q4 |
1/6/2026 |
| GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q4 |
1/6/2026 |
| EHRLICH FINANCIAL GROUP |
2025 Q4 |
1/6/2026 |
| EAGLE WEALTH STRATEGIES LLC |
2025 Q4 |
1/6/2026 |
| Stash Investments, LLC |
2025 Q4 |
1/6/2026 |
| Leibman Financial Services, Inc. |
2025 Q4 |
1/6/2026 |
| Werlinich Asset Management, LLC |
2025 Q4 |
1/6/2026 |
| Davis Investment Partners, LLC |
2025 Q4 |
1/6/2026 |
| UNIQUE WEALTH, LLC |
2025 Q4 |
1/6/2026 |
| Chemistry Wealth Management LLC |
2025 Q4 |
1/6/2026 |
| WealthCare Investment Partners, LLC |
2025 Q4 |
1/6/2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q4 |
1/6/2026 |
| Barden Capital Management, Inc. |
2025 Q4 |
1/6/2026 |
| ShankerValleau Wealth Advisors, Inc. |
2025 Q4 |
1/6/2026 |
| GoalFusion Wealth Management, LLC |
2025 Q4 |
1/6/2026 |
| Asset Value Investors Ltd |
2025 Q4 |
1/6/2026 |
| TUCKER ASSET MANAGEMENT LLC |
2025 Q3 |
1/6/2026 |
| TUCKER ASSET MANAGEMENT LLC |
2025 Q2 |
1/6/2026 |
| TUCKER ASSET MANAGEMENT LLC |
2025 Q1 |
1/6/2026 |
| Beacon Wealthcare LLC |
2025 Q4 |
1/6/2026 |
| Hoffman, Alan N Investment Management |
2025 Q4 |
1/6/2026 |
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q4 |
1/6/2026 |
| Legacy Financial Group LLC |
2025 Q3 |
1/6/2026 |
| Safir Wealth Advisors, LLC |
2025 Q4 |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2025 Q3 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2025 Q3 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2025 Q2 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2025 Q2 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2025 Q1 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2025 Q1 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q4 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q4 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q3 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q3 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q2 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q2 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q1 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2024 Q1 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q4 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q4 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q3 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q3 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q2 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q2 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q1 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2023 Q1 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q4 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q4 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q3 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q3 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q2 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q2 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q1 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2022 Q1 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2021 Q4 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2021 Q4 - RESTATEMENT |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2021 Q3 - NEW HOLDINGS |
1/6/2026 |
| Platinum Equity Advisors, LLC/DE |
2021 Q3 - RESTATEMENT |
1/6/2026 |
| LPWM LLC |
2025 Q4 |
1/6/2026 |
| First Citizens Financial Corp |
2025 Q4 |
1/6/2026 |
| General Partner, Inc. |
2025 Q4 |
1/6/2026 |
| Red Spruce Capital, LLC |
2025 Q4 |
1/6/2026 |
| Sanctuary Advisors, LLC |
2025 Q3 |
1/6/2026 |
| Sanctuary Advisors, LLC |
2025 Q2 |
1/6/2026 |
| Sanctuary Advisors, LLC |
2025 Q1 |
1/6/2026 |
| RDA Financial Network |
2025 Q4 |
1/6/2026 |
| Fulcrum Equity Management |
2025 Q4 |
1/6/2026 |
| Fulcrum Equity Management |
2025 Q3 |
1/6/2026 |
| Paradiem, LLC |
2025 Q4 |
1/6/2026 |
| Martin Capital Partners, LLC |
2025 Q4 |
1/6/2026 |
| Investors Research Corp |
2025 Q4 |
1/6/2026 |
| Sage Capital Advisors,llc |
2025 Q4 |
1/6/2026 |
| Cannae Holdings, Inc. |
2025 Q4 |
1/6/2026 |
| Canal Capital Management, LLC |
2025 Q4 |
1/6/2026 |
| Canal Capital Management, LLC |
2025 Q3 |
1/6/2026 |
| Arlington Capital Management, Inc. |
2025 Q4 |
1/6/2026 |
| Avior Wealth Management, LLC |
2025 Q4 |
1/6/2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q4 |
1/6/2026 |
| Asset Management Advisors, LLC |
2025 Q4 |
1/6/2026 |