| KAVAR CAPITAL PARTNERS GROUP, LLC |
2026 Q1
|
4/16/2026 |
| Solitude Financial Services |
2026 Q1
|
4/16/2026 |
| Prairiewood Capital, LLC |
2026 Q1
|
4/16/2026 |
| Klaas Financial Asset Advisors, LLC |
2026 Q1
|
4/16/2026 |
| Citadel Investment Advisory, Inc. |
2026 Q1
|
4/16/2026 |
| Davis Capital Management |
2026 Q1
|
4/16/2026 |
| CPC Advisors, LLC |
2026 Q1
|
4/16/2026 |
| Blue Zone Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
| SENTINEL PENSION ADVISORS, LLC |
2026 Q1
|
4/16/2026 |
| Aurora Private Wealth, Inc. |
2026 Q1
|
4/16/2026 |
| Future Financial Wealth Managment LLC |
2026 Q1
|
4/16/2026 |
| XML Financial, LLC |
2026 Q1
|
4/16/2026 |
| RIVERSEDGE ADVISORS, LLC |
2026 Q1
|
4/16/2026 |
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
| Standpoint Asset Management, LLC |
2026 Q1
|
4/16/2026 |
| BI Asset Management Fondsmaeglerselskab A/S |
2026 Q1
|
4/16/2026 |
| CPR Investments Inc. |
2026 Q1
|
4/16/2026 |
| Occidental Asset Management, LLC |
2026 Q1
|
4/16/2026 |
| FORTEM FINANCIAL GROUP, LLC |
2026 Q1
|
4/16/2026 |
| Asset Advisors Investment Management, LLC |
2026 Q1
|
4/16/2026 |
| Spartan Planning & Wealth Management |
2026 Q1
|
4/16/2026 |
| Farmers & Merchants Trust Co of Long Beach |
2026 Q1
|
4/16/2026 |
| Baugh & Associates, LLC |
2026 Q1
|
4/16/2026 |
| Monument Capital Management |
2026 Q1
|
4/16/2026 |
| Gradient Capital Advisors, LLC |
2026 Q1
|
4/16/2026 |
| Spectrum Planning & Advisory Services Inc. |
2026 Q1
|
4/16/2026 |
| Security National Bank |
2026 Q1
|
4/16/2026 |
| BlueSky Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
| Warren Street Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
| Polianta Ltd |
2026 Q1
|
4/16/2026 |
| TTP Investments, Inc. |
2026 Q1
|
4/16/2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
| Terra Nova Asset Management LLC |
2026 Q1
|
4/16/2026 |
| Trinity Legacy Partners, LLC |
2026 Q1
|
4/16/2026 |
| Roble, Belko & Company, Inc |
2026 Q1
|
4/16/2026 |
| Westhampton Capital, LLC |
2026 Q1
|
4/16/2026 |
| Cambridge Advisors Inc. |
2026 Q1
|
4/16/2026 |
| Ironwood Financial, llc |
2026 Q1
|
4/16/2026 |
| Azarias Capital Management, L.P. |
2026 Q1
|
4/16/2026 |
| Stanley-Laman Group, Ltd. |
2026 Q1
|
4/16/2026 |
| Brookstone Capital Management |
2026 Q1
|
4/16/2026 |
| Capital Advisors, Ltd. LLC |
2026 Q1
|
4/16/2026 |
| Cornerstone Management, Inc. |
2026 Q1
|
4/16/2026 |
| Capital Investment Advisors, LLC |
2026 Q1
|
4/16/2026 |
| Financial Designs Corp |
2026 Q1
|
4/16/2026 |
| Annex Advisory Services, LLC |
2026 Q1
|
4/16/2026 |
| AEGON ASSET MANAGEMENT UK PLC |
2026 Q1
|
4/16/2026 |
| Ocean Park Asset Management, LLC |
2026 Q1 - RESTATEMENT
|
4/16/2026 |
| CWC Advisors, LLC. |
2026 Q1
|
4/16/2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
| TB Alternative Assets Ltd. |
2026 Q1
|
4/16/2026 |
| Smith Salley Wealth Management |
2026 Q1
|
4/16/2026 |
| Diversified Trust Co |
2026 Q1
|
4/16/2026 |
| Fisher Funds Management LTD |
2026 Q1
|
4/16/2026 |
| Focused Investors LLC |
2026 Q1
|
4/16/2026 |
| Montecito Bank & Trust |
2026 Q1
|
4/16/2026 |
| GUARDIAN INVESTMENT MANAGEMENT |
2026 Q1
|
4/16/2026 |
| Hartford Financial Management Inc. |
2026 Q1
|
4/16/2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q1
|
4/16/2026 |
| Sky Investment Group LLC |
2026 Q1
|
4/16/2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2026 Q1
|
4/16/2026 |
| Scott & Selber, Inc. |
2026 Q1
|
4/16/2026 |
| SG Americas Securities, LLC |
2026 Q1
|
4/16/2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2026 Q1
|
4/16/2026 |
| SANDER CAPITAL ADVISORS INC |
2026 Q1
|
4/16/2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q1
|
4/16/2026 |
| FIRST COMMUNITY TRUST NA |
2026 Q1
|
4/16/2026 |
| FORBES J M & CO LLP |
2026 Q1
|
4/16/2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2026 Q1
|
4/16/2026 |
| UHLMANN PRICE SECURITIES, LLC |
2026 Q1
|
4/16/2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2026 Q1
|
4/16/2026 |
| THOMPSON DAVIS & CO., INC. |
2026 Q1
|
4/16/2026 |
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q1
|
4/15/2026 |
| HARTFORD INVESTMENT MANAGEMENT CO |
2026 Q1
|
4/15/2026 |
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q1
|
4/15/2026 |
| DAVENPORT & Co LLC |
2026 Q1
|
4/15/2026 |
| CISCO SYSTEMS, INC. |
2026 Q1
|
4/15/2026 |
| PLANNING DIRECTIONS INC |
2026 Q1
|
4/15/2026 |
| DAILY JOURNAL CORP |
2026 Q1
|
4/15/2026 |
| VALLEY NATIONAL ADVISERS INC |
2026 Q1
|
4/15/2026 |
| FIFTH THIRD SECURITIES, INC. |
2026 Q1
|
4/15/2026 |
| CITY HOLDING CO |
2026 Q1
|
4/15/2026 |
| Arch Global Advisors, LLC |
2026 Q1
|
4/15/2026 |
| McAlvany Wealth Management LLC |
2026 Q1
|
4/15/2026 |
| NorthAvenue LLC |
2026 Q1
|
4/15/2026 |
| Dedeker Financial LLC |
2026 Q1
|
4/15/2026 |
| Wealth Intelligence, LLC |
2026 Q1
|
4/15/2026 |
| Tenzing Financial LLC |
2026 Q1
|
4/15/2026 |
| marrick wealth, LLC |
2026 Q1
|
4/15/2026 |
| Belleair Asset Management, LLC |
2026 Q1
|
4/15/2026 |
| RCW Management, LLC |
2026 Q1
|
4/15/2026 |
| Steadtrust LLC |
2026 Q1
|
4/15/2026 |
| Aventus Investment Advisors, Inc. |
2026 Q1
|
4/15/2026 |
| STEINBERGANNA WEALTH MANAGEMENT |
2026 Q1
|
4/15/2026 |
| Tribridge Partners Financial LLC |
2026 Q1
|
4/15/2026 |
| Third View Private Wealth, LLC |
2026 Q1
|
4/15/2026 |
| HighRoad Wealth Advisors, LLC |
2026 Q1
|
4/15/2026 |
| Sarver Vrooman Wealth Advisors |
2026 Q1
|
4/15/2026 |
| Family Legacy Financial Solutions, LLC |
2026 Q1
|
4/15/2026 |