| YARGER WEALTH STRATEGIES, LLC |
2026 Q1
|
5/13/2026 |
| Magma Venture Partners General Partner Ltd. |
2026 Q1
|
5/13/2026 |
| 1620 INVESTMENT ADVISORS, INC. |
2026 Q1
|
5/13/2026 |
| Pinnacle Financial Group, LLC / IL |
2026 Q1
|
5/13/2026 |
| RK Capital Management, LLC/FL |
2026 Q1
|
5/13/2026 |
| Teramo Advisors, LLC |
2026 Q1
|
5/13/2026 |
| MWA Asset Management |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
| Varenne Capital Partners |
2026 Q1
|
5/13/2026 |
| Geometric Wealth Advisors |
2026 Q1
|
5/13/2026 |
| Iyo Bank, Ltd. |
2026 Q1
|
5/13/2026 |
| MIC Capital Management UK LLP |
2026 Q1
|
5/13/2026 |
| V3 Holding Ltd |
2026 Q1
|
5/13/2026 |
| 1888 Investments, LLC |
2026 Q1
|
5/13/2026 |
| Roberts Capital Advisors, LLC |
2026 Q1
|
5/13/2026 |
| Strategic Financial Concepts, LLC |
2026 Q1
|
5/13/2026 |
| Corsicana & Co. |
2026 Q1
|
5/13/2026 |
| Gordian Capital Singapore Pte Ltd |
2026 Q1
|
5/13/2026 |
| Focus Partners Advisor Solutions, LLC |
2026 Q1
|
5/13/2026 |
| Invst, LLC |
2026 Q1
|
5/13/2026 |
| Keystone Wealth Services, LLC |
2026 Q1
|
5/13/2026 |
| Silversmith Partners I GP, LLC |
2026 Q1
|
5/13/2026 |
| NFJ INVESTMENT GROUP, LLC |
2026 Q1
|
5/13/2026 |
| NewEdge Wealth, LLC |
2026 Q1
|
5/13/2026 |
| Bradley & Co. Private Wealth Management, LLC |
2026 Q1
|
5/13/2026 |
| Hennion & Walsh Asset Management, Inc. |
2026 Q1
|
5/13/2026 |
| Orchard Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| KVP Capital Advisors, LP |
2026 Q1
|
5/13/2026 |
| Capital Group Private Client Services, Inc. |
2026 Q1
|
5/13/2026 |
| Vodafone Ventures Ltd |
2026 Q1
|
5/13/2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
| Applied Fundamental Research, LLC |
2026 Q1
|
5/13/2026 |
| Alliance Wealth Advisors, LLC |
2026 Q1
|
5/13/2026 |
| Alamar Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| Valor Management LLC |
2026 Q1
|
5/13/2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
2026 Q1
|
5/13/2026 |
| PGIM Custom Harvest LLC |
2026 Q1
|
5/13/2026 |
| Goepper Burkhardt LLC |
2026 Q1
|
5/13/2026 |
| Mach-1 Financial Group, LLC |
2026 Q1
|
5/13/2026 |
| SkyKnight Capital, L.P. |
2026 Q1
|
5/13/2026 |
| Proem Advisors LLC |
2026 Q1
|
5/13/2026 |
| Heron Bay Capital Management |
2026 Q1
|
5/13/2026 |
| Yorkville Advisors Global, LP |
2026 Q1
|
5/13/2026 |
| Capital CS Group, LLC |
2026 Q1
|
5/13/2026 |
| State of Wyoming |
2026 Q1
|
5/13/2026 |
| Great Mountain Partners LLC |
2026 Q1
|
5/13/2026 |
| BIOS Capital Management, LP |
2026 Q1
|
5/13/2026 |
| Dynamic Wealth Strategies, LLC |
2026 Q1
|
5/13/2026 |
| Sycale Advisors (NY) LLC |
2026 Q1
|
5/13/2026 |
| BALLAST ADVISORS LLC |
2026 Q1
|
5/13/2026 |
| Goodwin Investment Advisory |
2026 Q1
|
5/13/2026 |
| Mizuho Markets Cayman LP |
2026 Q1
|
5/13/2026 |
| Wealth Advisors of Iowa, LLC |
2026 Q1
|
5/13/2026 |
| Visionary Wealth Advisors |
2026 Q1
|
5/13/2026 |
| Fusion Capital, LLC |
2026 Q1
|
5/13/2026 |
| M&G Plc |
2026 Q1
|
5/13/2026 |
| Lloyd Advisory Services, LLC. |
2026 Q1
|
5/13/2026 |
| TOBIAS FINANCIAL ADVISORS, INC. |
2026 Q1
|
5/13/2026 |
| AXS Investments LLC |
2025 Q4 - RESTATEMENT
|
5/13/2026 |
| AXS Investments LLC |
2025 Q3 - RESTATEMENT
|
5/13/2026 |
| Blacksheep Fund Management Ltd |
2026 Q1
|
5/13/2026 |
| PYA Waltman Capital, LLC |
2026 Q1
|
5/13/2026 |
| Avidity Partners Management LP |
2026 Q1
|
5/13/2026 |
| Olympiad Research LP |
2026 Q1
|
5/13/2026 |
| Private Wealth Advisors, LLC |
2026 Q1
|
5/13/2026 |
| Stonehage Fleming Financial Services Holdings Ltd |
2026 Q1
|
5/13/2026 |
| Marcho Partners LLP |
2026 Q1
|
5/13/2026 |
| MONOGRAPH WEALTH ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
| TRANSCEND CAPITAL ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
| Prestige Wealth Management Group LLC |
2026 Q1
|
5/13/2026 |
| Quilter Plc |
2026 Q1
|
5/13/2026 |
| Arkos Global Advisors |
2026 Q1
|
5/13/2026 |
| TLS Advisors LLC |
2026 Q1
|
5/13/2026 |
| Trek Financial, LLC |
2026 Q1
|
5/13/2026 |
| American Financial Advisors, LLC |
2026 Q1
|
5/13/2026 |
| GARRISON POINT ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
| Wilkinson Global Asset Management LLC |
2026 Q1
|
5/13/2026 |
| Wahed Invest LLC |
2026 Q1
|
5/13/2026 |
| TOWNSQUARE CAPITAL LLC |
2026 Q1
|
5/13/2026 |
| Old North State Trust, LLC |
2026 Q1
|
5/13/2026 |
| Inlet Private Wealth, LLC |
2026 Q1
|
5/13/2026 |
| Walleye Capital LLC |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
| Laurel Wealth Advisors LLC |
2026 Q1
|
5/13/2026 |
| Delta Investment Management, LLC |
2026 Q1
|
5/13/2026 |
| B&D White Capital Company, LLC |
2026 Q1
|
5/13/2026 |
| Sepio Capital, LP |
2026 Q1
|
5/13/2026 |
| Truvestments Capital LLC |
2026 Q1
|
5/13/2026 |
| Toronado Partners, LLC |
2026 Q1
|
5/13/2026 |
| CloudAlpha Capital Management Limited/Hong Kong |
2026 Q1
|
5/13/2026 |
| Machina Capital S.A.S. |
2026 Q1
|
5/13/2026 |
| Elm Partners Management LLC |
2026 Q1
|
5/13/2026 |
| Global IMC LLC |
2026 Q1
|
5/13/2026 |
| AltraVue Capital, LLC |
2026 Q1
|
5/13/2026 |
| Factorial Partners, LLC |
2026 Q1
|
5/13/2026 |
| D.B. Root & Company, LLC |
2026 Q1
|
5/13/2026 |
| Spruce Point Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| Triumph Capital Management |
2026 Q1
|
5/13/2026 |
| Buckley Wealth Management, LLC |
2026 Q1
|
5/13/2026 |
| Keystone Financial Group |
2026 Q1
|
5/13/2026 |
| Nicollet Investment Management, Inc. |
2026 Q1
|
5/13/2026 |
| Briar Hall Management LLC |
2026 Q1
|
5/13/2026 |