| WATERSHED PRIVATE WEALTH LLC |
2026 Q1
|
4/17/2026 |
| Great Waters Wealth Management |
2026 Q1
|
4/17/2026 |
| CORA CAPITAL ADVISORS LLC |
2026 Q1
|
4/17/2026 |
| First Citizens Asset Management, Inc. |
2026 Q1
|
4/17/2026 |
| RPOA Advisors, Inc. |
2026 Q1
|
4/17/2026 |
| Aquamarine Zurich AG |
2026 Q1
|
4/17/2026 |
| James J. Burns & Company, LLC |
2026 Q1
|
4/17/2026 |
| PRESILIUM PRIVATE WEALTH, LLC |
2026 Q1
|
4/17/2026 |
| WILLNER & HELLER, LLC |
2026 Q1
|
4/17/2026 |
| Worth Asset Management, LLC |
2026 Q1
|
4/17/2026 |
| Leeward Investments, LLC - MA |
2026 Q1
|
4/17/2026 |
| Andina Capital Management, LLC |
2026 Q1
|
4/17/2026 |
| High Net Worth Advisory Group LLC |
2026 Q1
|
4/17/2026 |
| Values First Advisors, Inc. |
2026 Q1
|
4/17/2026 |
| Forbes Financial Planning, Inc. |
2026 Q1
|
4/17/2026 |
| PARAGON FINANCIAL PARTNERS, INC. |
2026 Q1
|
4/17/2026 |
| Western Pacific Wealth Management, LP |
2026 Q1
|
4/17/2026 |
| Viewpoint Capital Management LLC |
2026 Q1
|
4/17/2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC |
2026 Q1
|
4/17/2026 |
| Bell Investment Advisors, Inc |
2026 Q1
|
4/17/2026 |
| Mezzasalma Advisors, LLC |
2026 Q1
|
4/17/2026 |
| Prentice Wealth Management LLC |
2026 Q1
|
4/17/2026 |
| COERENTE CAPITAL MANAGEMENT |
2026 Q1
|
4/17/2026 |
| TECTONIC ADVISORS LLC |
2026 Q1
|
4/17/2026 |
| DEFINED WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/17/2026 |
| Ignite Planners, LLC |
2026 Q1
|
4/17/2026 |
| Robbins Farley |
2026 Q1
|
4/17/2026 |
| Sovereign Financial Group, Inc. |
2026 Q1
|
4/17/2026 |
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q1
|
4/17/2026 |
| Elk River Wealth Management LLC |
2026 Q1
|
4/17/2026 |
| Wealth Management Partners, LLC |
2026 Q1
|
4/17/2026 |
| Sara-Bay Financial |
2026 Q1
|
4/17/2026 |
| Total Clarity Wealth Management, Inc. |
2026 Q1
|
4/17/2026 |
| Verde Capital Management |
2026 Q1
|
4/17/2026 |
| Provident Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
| BCS Wealth Management |
2026 Q1
|
4/17/2026 |
| NNS Investments (Cyprus) Ltd |
2026 Q1
|
4/17/2026 |
| 1900 WEALTH MANAGEMENT LLC |
2026 Q1
|
4/17/2026 |
| Arkfeld Wealth Strategies, L.L.C. |
2026 Q1
|
4/17/2026 |
| WealthBridge Capital Management, LLC |
2026 Q1
|
4/17/2026 |
| Outlook Wealth Advisors, LLC |
2026 Q1
|
4/17/2026 |
| Essex Bank |
2026 Q1
|
4/17/2026 |
| HHM Wealth Advisors, LLC |
2026 Q1
|
4/17/2026 |
| Vermillion Wealth Management, Inc. |
2026 Q1
|
4/17/2026 |
| Cornell Pochily Investment Advisors, Inc. |
2026 Q1
|
4/17/2026 |
| Stewardship Advisors, LLC |
2026 Q1
|
4/17/2026 |
| Certified Advisory Corp |
2026 Q1
|
4/17/2026 |
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/17/2026 |
| Nova R Wealth, Inc. |
2026 Q1
|
4/17/2026 |
| Blankinship & Foster, LLC |
2026 Q1
|
4/17/2026 |
| Faithward Advisors, LLC |
2026 Q1
|
4/17/2026 |
| Trinity Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
| Baker Chad R |
2026 Q1
|
4/17/2026 |
| Krilogy Financial LLC |
2026 Q1
|
4/17/2026 |
| Community Bank & Trust, Waco, Texas |
2026 Q1
|
4/17/2026 |
| Verde Servicos Internacionais S.A. |
2026 Q1
|
4/17/2026 |
| SVB WEALTH LLC |
2026 Q1
|
4/17/2026 |
| CIDEL ASSET MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
| Bellecapital International Ltd. |
2026 Q1
|
4/17/2026 |
| Community Bank of Raymore |
2026 Q1
|
4/17/2026 |
| Capital Investment Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/17/2026 |
| A. D. Beadell Investment Counsel, Inc. |
2026 Q1
|
4/17/2026 |
| Telos Capital Management, Inc. |
2026 Q1
|
4/17/2026 |
| Arizona PSPRS Trust |
2026 Q1
|
4/17/2026 |
| Weaver Capital Management LLC |
2026 Q1
|
4/17/2026 |
| Stonehearth Capital Management, LLC |
2026 Q1
|
4/17/2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2026 Q1
|
4/17/2026 |
| Sterneck Capital Management, LLC |
2026 Q1
|
4/17/2026 |
| Gibson Capital, LLC |
2026 Q1
|
4/17/2026 |
| First City Capital Management, Inc. |
2026 Q1
|
4/17/2026 |
| AdvisorNet Financial, Inc |
2026 Q1
|
4/17/2026 |
| NNS Holding |
2026 Q1
|
4/17/2026 |
| Sherborne Investors Management LP |
2026 Q1
|
4/17/2026 |
| Hanson & Doremus Investment Management |
2026 Q1
|
4/17/2026 |
| NOVARE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/17/2026 |
| Atlas Brown,Inc. |
2026 Q1
|
4/17/2026 |
| MORRIS FINANCIAL CONCEPTS, INC. |
2026 Q1
|
4/17/2026 |
| Baker Ellis Asset Management LLC |
2026 Q1
|
4/17/2026 |
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q1 - RESTATEMENT
|
4/17/2026 |
| INCOME RESEARCH & MANAGEMENT |
2026 Q1
|
4/17/2026 |
| RAMSEY QUANTITATIVE SYSTEMS |
2026 Q1
|
4/17/2026 |
| BOURNE LENT ASSET MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
| INDEPENDENT INVESTORS INC |
2026 Q1
|
4/17/2026 |
| RIVERBRIDGE PARTNERS LLC |
2026 Q1
|
4/17/2026 |
| WEBSTER BANK, N. A. |
2026 Q1
|
4/17/2026 |
| NOTTINGHAM ADVISORS, INC. |
2026 Q1
|
4/17/2026 |
| BRAVE ASSET MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
| FIRST NATIONAL BANK SIOUX FALLS |
2026 Q1
|
4/17/2026 |
| HENDLEY & CO INC |
2026 Q1
|
4/17/2026 |
| AMARILLO NATIONAL BANK |
2026 Q1
|
4/17/2026 |
| BURNS J W & CO INC/NY |
2026 Q1
|
4/17/2026 |
| BAR HARBOR WEALTH MANAGEMENT |
2026 Q1
|
4/17/2026 |
| GREENBERG FINANCIAL GROUP |
2025 Q1
|
4/16/2026 |
| MONARCH CAPITAL MANAGEMENT INC |
2026 Q1
|
4/16/2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
4/16/2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2026 Q1
|
4/16/2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2026 Q1
|
4/16/2026 |
| NORTHWESTERN UNIVERSITY |
2026 Q1
|
4/16/2026 |
| LINCOLN CAPITAL CORP |
2026 Q1
|
4/16/2026 |
| TOTH FINANCIAL ADVISORY CORP |
2026 Q1
|
4/16/2026 |