| JCIC Asset Management Inc. |
2026 Q1
|
4/13/2026 |
| YHB Investment Advisors, Inc. |
2026 Q1
|
4/13/2026 |
| SCHARF INVESTMENTS, LLC |
2026 Q1
|
4/13/2026 |
| Stephens Group, LLC |
2026 Q1
|
4/13/2026 |
| Lee Financial Co |
2026 Q1
|
4/13/2026 |
| Stockman Wealth Management, Inc. |
2026 Q1
|
4/13/2026 |
| Harrington Investments, INC |
2026 Q1
|
4/13/2026 |
| PartnerRe Asset Management CORP |
2026 Q1
|
4/13/2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
| Chesley Taft & Associates LLC |
2026 Q1
|
4/13/2026 |
| GATEWAY INVESTMENT ADVISERS LLC |
2026 Q1
|
4/13/2026 |
| MassMutual Private Wealth & Trust, FSB |
2026 Q1
|
4/13/2026 |
| BOURGEON CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
| REINHART PARTNERS, LLC. |
2026 Q1
|
4/13/2026 |
| TOTAL INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/13/2026 |
| MITCHELL SINKLER & STARR/PA |
2026 Q1
|
4/13/2026 |
| COMMUNITY TRUST & INVESTMENT CO |
2026 Q1
|
4/13/2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2026 Q1
|
4/13/2026 |
| Finward Bancorp |
2026 Q1
|
4/10/2026 |
| AFFINITY WEALTH MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
| Prota Financial, LLC |
2025 Q4
|
4/10/2026 |
| Prota Financial, LLC |
2026 Q1
|
4/10/2026 |
| Capital Investment Management, Inc. |
2025 Q4
|
4/10/2026 |
| Center for Wealth Management Advisory |
2025 Q4
|
4/10/2026 |
| Titiun Yejiel |
2025 Q4
|
4/10/2026 |
| Green Ridge Wealth Planning LLC |
2026 Q1
|
4/10/2026 |
| WLTH Capital Management, LLC |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
| Shelter Rock Management, LLC |
2026 Q1
|
4/10/2026 |
| Boyer Financial Services, Inc. |
2026 Q1
|
4/10/2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2025 Q4 - RESTATEMENT
|
4/10/2026 |
| Ebert Capital Management Inc. |
2026 Q1
|
4/10/2026 |
| Daytona Street Capital LLC |
2026 Q1
|
4/10/2026 |
| Finivi Inc. |
2026 Q1
|
4/10/2026 |
| OP Asset Management Ltd |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
| Cooke Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
| Cassilly Financial Group LLC |
2026 Q1
|
4/10/2026 |
| Luma Capital S.A. - SPF |
2026 Q1
|
4/10/2026 |
| Summit Financial Consulting LLC |
2026 Q1
|
4/10/2026 |
| Brucke Financial, Inc. |
2026 Q1
|
4/10/2026 |
| Putney Financial Group LLC |
2026 Q1
|
4/10/2026 |
| Sulzberger Capital Advisors, Inc. |
2026 Q1
|
4/10/2026 |
| DKM Wealth Management, Inc. |
2026 Q1
|
4/10/2026 |
| Impact Capital Partners LLC |
2026 Q1
|
4/10/2026 |
| BostonPremier Wealth LLC |
2026 Q1
|
4/10/2026 |
| Atala Financial Inc |
2026 Q1
|
4/10/2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
| Legacy Wealth Management, LLC / MS |
2026 Q1
|
4/10/2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC |
2026 Q1
|
4/10/2026 |
| Granite FO LLC |
2026 Q1
|
4/10/2026 |
| GREAT OAK CAPITAL PARTNERS, LLC |
2026 Q1
|
4/10/2026 |
| Wealth Group Ltd |
2026 Q1
|
4/10/2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
4/10/2026 |
| EAGLE WEALTH STRATEGIES LLC |
2026 Q1
|
4/10/2026 |
| PFW Advisors LLC |
2026 Q1
|
4/10/2026 |
| Linden Thomas Advisory Services, LLC |
2026 Q1
|
4/10/2026 |
| Auto-Owners Insurance Co |
2026 Q1
|
4/10/2026 |
| GEM Asset Management, LLC |
2026 Q1
|
4/10/2026 |
| MELFA WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/10/2026 |
| TCP Asset Management, LLC |
2026 Q1
|
4/10/2026 |
| Abound Wealth Management |
2026 Q1
|
4/10/2026 |
| ALM First Financial Advisors, LLC |
2026 Q1
|
4/10/2026 |
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q1
|
4/10/2026 |
| M & L Capital Management Ltd |
2026 Q1
|
4/10/2026 |
| Sage Investment Advisers LLC |
2026 Q1
|
4/10/2026 |
| Performance Wealth Partners, LLC |
2026 Q1
|
4/10/2026 |
| MKT Advisors LLC |
2026 Q1
|
4/10/2026 |
| CLARIS ADVISORS, LLC / MO / |
2026 Q1
|
4/10/2026 |
| Level Financial Advisors |
2026 Q1
|
4/10/2026 |
| Piscataqua Savings Bank |
2026 Q1
|
4/10/2026 |
| Naviter Wealth, LLC |
2026 Q1
|
4/10/2026 |
| COREPATH WEALTH PARTNERS LLC |
2026 Q1
|
4/10/2026 |
| Lifestyle Asset Management, Inc. |
2026 Q1
|
4/10/2026 |
| Prosperity Planning, Inc. |
2026 Q1
|
4/10/2026 |
| Rede Wealth, LLC |
2026 Q1
|
4/10/2026 |
| Octavia Wealth Advisors, LLC |
2026 Q1
|
4/10/2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/10/2026 |
| Harbor Group, Inc. |
2026 Q1
|
4/10/2026 |
| Bouvel Investment Partners, LLC |
2026 Q1
|
4/10/2026 |
| IAM Advisory, LLC |
2026 Q1
|
4/10/2026 |
| Sunflower Bank, N.A. |
2026 Q1
|
4/10/2026 |
| Salvus Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
| Harpswell Capital Advisors, LLC |
2026 Q1
|
4/10/2026 |
| Briaud Financial Planning Inc |
2026 Q1
|
4/10/2026 |
| Charles Schwab Trust Co |
2026 Q1
|
4/10/2026 |
| Matrix Trust Co |
2026 Q1
|
4/10/2026 |
| SYQUANT CAPITAL SAS |
2026 Q1
|
4/10/2026 |
| Magnus Financial Group LLC |
2026 Q1
|
4/10/2026 |
| Oxinas Partners, LLC |
2026 Q1
|
4/10/2026 |
| Henry James International Management Inc. |
2026 Q1
|
4/10/2026 |
| Insight Wealth Strategies, LLC |
2026 Q1
|
4/10/2026 |
| Aquire Wealth Advisors, LLC |
2026 Q1
|
4/10/2026 |
| Quaker Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
| Ballew Advisors, Inc |
2026 Q1
|
4/10/2026 |
| Kopion Asset Management, LLC |
2026 Q1
|
4/10/2026 |
| McCollum Christoferson Group LLC |
2026 Q1
|
4/10/2026 |
| Lake Hills Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
| Quadratic Capital Management LLC |
2026 Q1
|
4/10/2026 |
| First Bank & Trust |
2026 Q1
|
4/10/2026 |
| Intellectus Partners, LLC |
2026 Q1
|
4/10/2026 |