| Kovack Advisors, Inc. |
2026 Q1
|
5/13/2026 |
| 17 CAPITAL PARTNERS, LLC |
2026 Q1
|
5/13/2026 |
| Bluegrass Capital Partners LP |
2026 Q1
|
5/13/2026 |
| Bell & Brown Wealth Advisors, LLC |
2025 Q4 - RESTATEMENT
|
5/13/2026 |
| Ovata Capital Management Ltd |
2026 Q1
|
5/13/2026 |
| Bratton Capital Management, L.P. |
2026 Q1
|
5/13/2026 |
| Measured Wealth Private Client Group, LLC |
2026 Q1
|
5/13/2026 |
| FORTRESS PRIVATE LEDGER, LLC |
2026 Q1
|
5/13/2026 |
| Abbot Financial Management, Inc. |
2026 Q1
|
5/13/2026 |
| Bridge City Capital, LLC |
2026 Q1
|
5/13/2026 |
| Heritage Trust Co |
2026 Q1
|
5/13/2026 |
| Silver Heights Capital Management Inc |
2026 Q1
|
5/13/2026 |
| Avestar Capital, LLC |
2026 Q1
|
5/13/2026 |
| Donoghue Forlines LLC |
2026 Q1
|
5/13/2026 |
| First Beijing Investment Ltd |
2026 Q1
|
5/13/2026 |
| ALGEBRIS (UK) LTD |
2026 Q1
|
5/13/2026 |
| Khan Imran |
2026 Q1
|
5/13/2026 |
| Synergy Asset Management, LLC |
2026 Q1
|
5/13/2026 |
| Achmea Investment Management B.V. |
2026 Q1
|
5/13/2026 |
| AE Wealth Management LLC |
2026 Q1
|
5/13/2026 |
| Forefront Analytics, LLC |
2026 Q1
|
5/13/2026 |
| CROBAN |
2026 Q1
|
5/13/2026 |
| LFL Advisers, LLC |
2026 Q1
|
5/13/2026 |
| Sagewood Asset Management LP |
2026 Q1
|
5/13/2026 |
| Sassicaia Capital Advisers LLC |
2026 Q1
|
5/13/2026 |
| Bowie Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| Clearwater Capital Advisors, LLC |
2026 Q1
|
5/13/2026 |
| Ascension Capital Advisors, Inc. |
2026 Q1
|
5/13/2026 |
| Athos Capital Ltd |
2026 Q1
|
5/13/2026 |
| Fairbanks Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
| Mirabaud Asset Management Ltd |
2026 Q1
|
5/13/2026 |
| CHOREO, LLC |
2026 Q1
|
5/13/2026 |
| Parker Investment Management, LLC |
2026 Q1
|
5/13/2026 |
| Inspire Investing, LLC |
2026 Q1 - NEW HOLDINGS
|
5/13/2026 |
| Cetera Investment Advisers |
2026 Q1
|
5/13/2026 |
| NorthCoast Asset Management LLC |
2026 Q1
|
5/13/2026 |
| Packer & Co Ltd |
2026 Q1
|
5/13/2026 |
| Oak Grove Capital LLC |
2026 Q1
|
5/13/2026 |
| Cliffwater LLC |
2026 Q1
|
5/13/2026 |
| Denver PWM, LLC |
2026 Q1
|
5/13/2026 |
| Harspring Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| QUADRANT CAPITAL GROUP LLC |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
| Lido Advisors, LLC |
2026 Q1
|
5/13/2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. |
2026 Q1
|
5/13/2026 |
| Harfst & Associates, Inc. |
2026 Q1
|
5/13/2026 |
| River Wealth Advisors LLC |
2026 Q1
|
5/13/2026 |
| TradeLink Capital LLC |
2026 Q1
|
5/13/2026 |
| Lavaca Capital LLC |
2026 Q1
|
5/13/2026 |
| Intrepid Financial Planning Group LLC |
2026 Q1
|
5/13/2026 |
| XPONANCE LLC |
2026 Q1
|
5/13/2026 |
| ETF Portfolio Partners, Inc. |
2026 Q1
|
5/13/2026 |
| Godshalk Welsh Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
| Crescent Park Management, L.P. |
2026 Q1
|
5/13/2026 |
| Monashee Investment Management LLC |
2026 Q1
|
5/13/2026 |
| Verger Capital Management LLC |
2026 Q1
|
5/13/2026 |
| Arvest Bank Trust Division |
2026 Q1
|
5/13/2026 |
| Argent Trust Co |
2026 Q1
|
5/13/2026 |
| Nalanda India Equity Fund Ltd |
2026 Q1
|
5/13/2026 |
| Porter White Investment Advisors, Inc. |
2026 Q1
|
5/13/2026 |
| Lunt Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
| One Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| PKS Advisory Services, LLC |
2026 Q1
|
5/13/2026 |
| CAHILL FINANCIAL ADVISORS INC |
2026 Q1
|
5/13/2026 |
| Kopernik Global Investors, LLC |
2026 Q1
|
5/13/2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2026 Q1
|
5/13/2026 |
| Barbara Oil Co. |
2026 Q1
|
5/13/2026 |
| Waterfront Capital Partners, LLC |
2026 Q1
|
5/13/2026 |
| Coronation Fund Managers Ltd. |
2026 Q1
|
5/13/2026 |
| GeoWealth Management, LLC |
2026 Q1
|
5/13/2026 |
| Exor N.V. |
2026 Q1
|
5/13/2026 |
| Arax Advisory Partners |
2026 Q1
|
5/13/2026 |
| Egerton Capital (UK) LLP |
2026 Q1
|
5/13/2026 |
| Northern Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
| DLD Asset Management, LP |
2026 Q1
|
5/13/2026 |
| TIEMANN INVESTMENT ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
| COMGEST GLOBAL INVESTORS S.A.S. |
2026 Q1
|
5/13/2026 |
| Cunning Capital Partners, LP |
2026 Q1
|
5/13/2026 |
| Gator Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| Headlands Technologies LLC |
2026 Q1
|
5/13/2026 |
| Bank OZK |
2026 Q1
|
5/13/2026 |
| NINE MASTS CAPITAL Ltd |
2026 Q1
|
5/13/2026 |
| Alpha Family Trust |
2026 Q1
|
5/13/2026 |
| PRING TURNER CAPITAL GROUP INC |
2026 Q1
|
5/13/2026 |
| Somerset Group LLC |
2026 Q1
|
5/13/2026 |
| Capital International Investors |
2026 Q1
|
5/13/2026 |
| Turiya Advisors Asia Ltd |
2026 Q1
|
5/13/2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
| Vitol Holding B.V. |
2026 Q1
|
5/13/2026 |
| RWA WEALTH PARTNERS, LLC |
2026 Q1
|
5/13/2026 |
| Liontrust Investment Partners LLP |
2026 Q1
|
5/13/2026 |
| Connective Capital Management, LLC |
2026 Q1
|
5/13/2026 |
| Hudock, Inc. |
2026 Q1
|
5/13/2026 |
| New England Professional Planning Group Inc. |
2026 Q1
|
5/13/2026 |
| PICTON MAHONEY ASSET MANAGEMENT |
2026 Q1
|
5/13/2026 |
| Banco BTG Pactual S.A. |
2026 Q1
|
5/13/2026 |
| Rezny Wealth Management, Inc. |
2026 Q1
|
5/13/2026 |
| BTS Asset Management, Inc. |
2026 Q1
|
5/13/2026 |
| Teilinger Capital Ltd. |
2026 Q1
|
5/13/2026 |
| Black Creek Investment Management Inc. |
2026 Q1
|
5/13/2026 |
| Quantum Capital Management, LLC / NJ |
2026 Q1
|
5/13/2026 |