| Forum Financial Management, LP |
2026 Q1
|
4/23/2026 |
| Mid-American Wealth Advisory Group, Inc. |
2026 Q1
|
4/23/2026 |
| 626 Financial, LLC |
2026 Q1
|
4/23/2026 |
| Blackston Financial Advisory Group, LLC |
2026 Q1
|
4/23/2026 |
| Next Level Private LLC |
2026 Q1
|
4/23/2026 |
| Ameliora Wealth Management Ltd. |
2026 Q1
|
4/23/2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2026 Q1
|
4/23/2026 |
| SFG Wealth Management, LLC. |
2026 Q1
|
4/23/2026 |
| McBroom & Associates, LLC |
2026 Q1
|
4/23/2026 |
| PayPay Securities Corp |
2026 Q1
|
4/23/2026 |
| Stone Summit Wealth LLC |
2026 Q1
|
4/23/2026 |
| SC&H Financial Advisors, Inc. |
2026 Q1
|
4/23/2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2026 Q1
|
4/23/2026 |
| Scissortail Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| WMG Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Straight Path Wealth Management |
2026 Q1
|
4/23/2026 |
| Cross Staff Investments Inc |
2026 Q1
|
4/23/2026 |
| SJS Investment Consulting Inc. |
2026 Q1
|
4/23/2026 |
| McElhenny Sheffield Capital Management, LLC |
2026 Q1
|
4/23/2026 |
| Accurate Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| SageGuard Financial Group, LLC |
2026 Q1
|
4/23/2026 |
| Willis Johnson & Associates, Inc. |
2026 Q1
|
4/23/2026 |
| Mayflower Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Grand Central Investment Group |
2026 Q1
|
4/23/2026 |
| Greenhouse Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| Laurel Wealth Planning LLC |
2026 Q1
|
4/23/2026 |
| Brown Miller Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| GraniteShares Advisors LLC |
2026 Q1
|
4/23/2026 |
| Oak Harvest Investment Services |
2026 Q1
|
4/23/2026 |
| EWA, LLC |
2026 Q1
|
4/23/2026 |
| Castellan Group |
2026 Q1
|
4/23/2026 |
| TFC Financial Management, Inc. |
2026 Q1
|
4/23/2026 |
| Intrua Financial, LLC |
2026 Q1
|
4/23/2026 |
| First Pacific Financial |
2026 Q1
|
4/23/2026 |
| COLUMBIA ADVISORY PARTNERS LLC |
2026 Q1
|
4/23/2026 |
| waypoint wealth counsel |
2026 Q1
|
4/23/2026 |
| KOM Wealth Management Group, LLC |
2026 Q1
|
4/23/2026 |
| Game Plan Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Mattern Wealth Management LLC |
2026 Q1
|
4/23/2026 |
| Powell Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
| TBH Global Asset Management, LLC |
2026 Q1
|
4/23/2026 |
| Clear Creek Financial Management, LLC |
2026 Q1
|
4/23/2026 |
| RBA Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| KG Capital Management |
2026 Q1
|
4/23/2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP |
2026 Q1
|
4/23/2026 |
| Ferguson Shapiro LLC |
2026 Q1
|
4/23/2026 |
| Abundance Wealth Counselors |
2026 Q1
|
4/23/2026 |
| S.E.E.D. Planning Group LLC |
2026 Q1
|
4/23/2026 |
| Sellwood Investment Partners LLC |
2026 Q1
|
4/23/2026 |
| MQS Management LLC |
2026 Q1
|
4/23/2026 |
| Financial & Tax Architects, LLC |
2026 Q1
|
4/23/2026 |
| Exeter Financial, LLC |
2026 Q1
|
4/23/2026 |
| Ellenbecker Investment Group |
2026 Q1
|
4/23/2026 |
| Global Trust Asset Management, LLC |
2026 Q1
|
4/23/2026 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York |
2026 Q1
|
4/23/2026 |
| Bigelow Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Sawyer & Company, Inc |
2026 Q1
|
4/23/2026 |
| Prism Advisors, Inc. |
2026 Q1
|
4/23/2026 |
| SimpliFi, Inc. |
2026 Q1
|
4/23/2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q1
|
4/23/2026 |
| UG Investment Advisers Ltd. |
2026 Q1
|
4/23/2026 |
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q1
|
4/23/2026 |
| Kohmann Bosshard Financial Services, LLC |
2026 Q1
|
4/23/2026 |
| Ironwood Wealth Management, LLC. |
2026 Q1
|
4/23/2026 |
| Simmons Bank |
2026 Q1
|
4/23/2026 |
| SevenBridge Financial Group, LLC |
2026 Q1
|
4/23/2026 |
| Inspire Investing, LLC |
2026 Q1
|
4/23/2026 |
| Tiller Private Wealth, Inc. |
2026 Q1
|
4/23/2026 |
| Moss Adams Wealth Advisors LLC |
2026 Q1
|
4/23/2026 |
| TruNorth Capital Management, LLC |
2026 Q1
|
4/23/2026 |
| Analyst IMS Investment Management Services Ltd. |
2026 Q1
|
4/23/2026 |
| Barry Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Industrial Alliance Investment Management Inc. |
2026 Q1
|
4/23/2026 |
| Pine Brook Road Advisors, L.P. |
2026 Q1
|
4/23/2026 |
| Aegis Wealth Management LLC |
2026 Q1
|
4/23/2026 |
| Gemmer Asset Management LLC |
2026 Q1
|
4/23/2026 |
| SUMMER ROAD LLC |
2026 Q1
|
4/23/2026 |
| Joel Isaacson & Co., LLC |
2026 Q1
|
4/23/2026 |
| PEAVINE CAPITAL, LLC |
2026 Q1
|
4/23/2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/23/2026 |
| BURRUS FINANCIAL SERVICES, INC. |
2026 Q1
|
4/23/2026 |
| QV Investors Inc. |
2026 Q1
|
4/23/2026 |
| JNBA Financial Advisors |
2026 Q1
|
4/23/2026 |
| Sippican Capital Advisors |
2026 Q1
|
4/23/2026 |
| Broad Peak Investment Advisers Pte Ltd |
2026 Q1
|
4/23/2026 |
| Samalin Investment Counsel, LLC |
2026 Q1
|
4/23/2026 |
| Private Wealth Group, LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
| Orca Investment Management, LLC |
2026 Q1
|
4/23/2026 |
| Legacy Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| NJ State Employees Deferred Compensation Plan |
2026 Q1
|
4/23/2026 |
| HARBOR INVESTMENT ADVISORY, LLC |
2026 Q1
|
4/23/2026 |
| Bank of Italy |
2026 Q1
|
4/23/2026 |
| J.W. COLE ADVISORS, INC. |
2026 Q1
|
4/23/2026 |
| MAD RIVER INVESTORS |
2026 Q1
|
4/23/2026 |
| Merrion Investment Management Co, LLC |
2026 Q1
|
4/23/2026 |
| AMI ASSET MANAGEMENT CORP |
2026 Q1
|
4/23/2026 |
| North Star Investment Management Corp. |
2026 Q1
|
4/23/2026 |
| Strategic Point Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/23/2026 |
| FARMERS & MERCHANTS INVESTMENTS INC |
2026 Q1
|
4/23/2026 |