| WEST BANCORPORATION INC |
2026 Q1
|
4/23/2026 |
| SPINNAKER TRUST |
2026 Q1
|
4/23/2026 |
| NORTHSTAR ASSET MANAGEMENT Co |
2026 Q1
|
4/23/2026 |
| DUPONT CAPITAL MANAGEMENT CORP |
2026 Q1
|
4/23/2026 |
| FLAGSTAR ADVISORS INC |
2026 Q1
|
4/23/2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV |
2026 Q1
|
4/23/2026 |
| CAPITAL MANAGEMENT CORP /VA |
2026 Q1
|
4/23/2026 |
| SHIKIAR ASSET MANAGEMENT INC |
2026 Q1
|
4/23/2026 |
| HILLMAN CO |
2026 Q1
|
4/23/2026 |
| COURIER CAPITAL LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
| Bell Bank |
2026 Q1
|
4/23/2026 |
| Orange Investment Advisors, Inc. |
2026 Q1 - RESTATEMENT
|
4/22/2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q1
|
4/22/2026 |
| BRAUN STACEY ASSOCIATES INC |
2026 Q1
|
4/22/2026 |
| PDS Planning, Inc |
2026 Q1
|
4/22/2026 |
| CHEMUNG CANAL TRUST CO |
2026 Q1
|
4/22/2026 |
| PINNACLE ASSOCIATES LTD |
2026 Q1
|
4/22/2026 |
| HORIZON BANCORP INC /IN/ |
2026 Q1
|
4/22/2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2026 Q1
|
4/22/2026 |
| ADAMS NATURAL RESOURCES FUND, INC. |
2026 Q1
|
4/22/2026 |
| AtlasMark Financial, Inc |
2026 Q1
|
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q4
|
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q3
|
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q2
|
4/22/2026 |
| AtlasMark Financial, Inc |
2025 Q1
|
4/22/2026 |
| AtlasMark Financial, Inc |
2024 Q4
|
4/22/2026 |
| AtlasMark Financial, Inc |
2024 Q3
|
4/22/2026 |
| AtlasMark Financial, Inc |
2023 Q2
|
4/22/2026 |
| AtlasMark Financial, Inc |
2023 Q1
|
4/22/2026 |
| AtlasMark Financial, Inc |
2022 Q3
|
4/22/2026 |
| AtlasMark Financial, Inc |
2022 Q2
|
4/22/2026 |
| AtlasMark Financial, Inc |
2022 Q1
|
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q4
|
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q3
|
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q2
|
4/22/2026 |
| AtlasMark Financial, Inc |
2021 Q1
|
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q4
|
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q3
|
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q2
|
4/22/2026 |
| AtlasMark Financial, Inc |
2020 Q1
|
4/22/2026 |
| AtlasMark Financial, Inc |
2019 Q4
|
4/22/2026 |
| AtlasMark Financial, Inc |
2019 Q3
|
4/22/2026 |
| Bravera Wealth |
2026 Q1
|
4/22/2026 |
| Bravera Wealth |
2025 Q4
|
4/22/2026 |
| Larry Mathis Financial Planning, LLC |
2026 Q1
|
4/22/2026 |
| Storen Legacy Partners, LLC |
2026 Q1
|
4/22/2026 |
| Financially in Tune, LLC |
2026 Q1
|
4/22/2026 |
| Ketron Financial |
2026 Q1
|
4/22/2026 |
| CrossGen Wealth, LLC |
2026 Q1
|
4/22/2026 |
| DECISION INVESTMENTS, INC |
2026 Q1
|
4/22/2026 |
| Advocate Investing Services LLC |
2026 Q1
|
4/22/2026 |
| STOLZ & ASSOCIATES, PS |
2026 Q1
|
4/22/2026 |
| FULCRUM WEALTH ADVISORS, LLC |
2026 Q1
|
4/22/2026 |
| ASO GROUP Ltd |
2026 Q1
|
4/22/2026 |
| J. Team Financial, Inc. |
2026 Q1
|
4/22/2026 |
| Benchmark Financial, LLC |
2026 Q1
|
4/22/2026 |
| Brandywine Asset Management, Inc. |
2026 Q1
|
4/22/2026 |
| Madrid Wealth Management, LLC |
2026 Q1 - RESTATEMENT
|
4/22/2026 |
| Financial Planning Navigators CORP |
2026 Q1
|
4/22/2026 |
| Networth Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Portus Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Peak Planning Group, LLC |
2026 Q1
|
4/22/2026 |
| Englebert Financial Advisers, LLC |
2026 Q1
|
4/22/2026 |
| Churchill Financial Advisors, LLC |
2026 Q1
|
4/22/2026 |
| TRED AVON FAMILY WEALTH, LLC |
2026 Q1
|
4/22/2026 |
| Fearless Solutions, LLC dba Best Invest |
2026 Q1
|
4/22/2026 |
| Aureum Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| Foundry Financial LLC |
2026 Q1
|
4/22/2026 |
| Seneca Financial Advisors LLC |
2026 Q1
|
4/22/2026 |
| Caldwell Trust Co |
2026 Q1
|
4/22/2026 |
| StoryOne LLC |
2026 Q1
|
4/22/2026 |
| KW WEALTH MANAGEMENT LLC |
2026 Q1
|
4/22/2026 |
| Harbor Asset Planning, Inc. |
2026 Q1
|
4/22/2026 |
| Nicholson Meyer Capital Management, Inc. |
2026 Q1
|
4/22/2026 |
| AGH Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Barnes Dennig Private Wealth Management LLC |
2026 Q1
|
4/22/2026 |
| Hartmann Taylor Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| Lakeshore Capital Group, Inc. |
2026 Q1
|
4/22/2026 |
| Wilkins Miller Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| Oak Wealth Advisors LLC |
2026 Q1
|
4/22/2026 |
| Uniting Wealth Partners, LLC |
2026 Q1
|
4/22/2026 |
| Red Tree Management, LLC |
2026 Q1
|
4/22/2026 |
| Tepp RIA, LLC |
2026 Q1
|
4/22/2026 |
| Riverbend Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| Morey & Quinn Wealth Partners, LLC |
2026 Q1
|
4/22/2026 |
| Bay Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
| First Financial Group Corp |
2026 Q1
|
4/22/2026 |
| Grove Street Fiduciary, LLC |
2026 Q1
|
4/22/2026 |
| Citrine Capital LLC |
2026 Q1
|
4/22/2026 |
| Wernau Asset Management Inc. |
2026 Q1
|
4/22/2026 |
| LOUISBOURG INVESTMENTS INC. |
2026 Q1
|
4/22/2026 |
| MATAURO, LLC |
2026 Q1
|
4/22/2026 |
| FSA Investment Group, LLC |
2026 Q1
|
4/22/2026 |
| Rolek Wealth Management LLC |
2026 Q1
|
4/22/2026 |
| BankPlus Wealth Management LLC |
2026 Q1
|
4/22/2026 |
| PENNEY FINANCIAL, LLC |
2026 Q1
|
4/22/2026 |
| Clarity Wealth Development LLC |
2026 Q1
|
4/22/2026 |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2026 Q1
|
4/22/2026 |
| Shum Financial Group, Inc. |
2026 Q1
|
4/22/2026 |
| JIM SAULNIER & ASSOCIATES, LLC |
2026 Q1
|
4/22/2026 |