| LINCLUDEN MANAGEMENT LTD |
2026 Q1
|
5/13/2026 |
| GENRE PARTNERS L P |
2026 Q1
|
5/13/2026 |
| Ameritas Investment Partners, Inc. |
2026 Q1
|
5/13/2026 |
| MARSICO CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
2026 Q1
|
5/13/2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC |
2026 Q1
|
5/13/2026 |
| AMERICAN FINANCIAL GROUP INC |
2026 Q1
|
5/13/2026 |
| INGALLS & SNYDER LLC |
2026 Q1
|
5/13/2026 |
| BARR E S & CO |
2026 Q1
|
5/13/2026 |
| BOSTON FAMILY OFFICE LLC |
2026 Q1
|
5/13/2026 |
| CARNEGIE MELLON UNIVERSITY |
2026 Q1
|
5/13/2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
2026 Q1
|
5/13/2026 |
| D L CARLSON INVESTMENT GROUP INC |
2026 Q1
|
5/13/2026 |
| NATIXIS ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC |
2026 Q1
|
5/13/2026 |
| S&T BANK/PA |
2026 Q1
|
5/13/2026 |
| Hardman Johnston Global Advisors LLC |
2026 Q1
|
5/13/2026 |
| RHODES INVESTMENT ADVISORS INC /ADV |
2025 Q4
|
5/13/2026 |
| PARNASSUS INVESTMENTS, LLC |
2026 Q1
|
5/12/2026 |
| RIT CAPITAL PARTNERS PLC |
2026 Q1
|
5/12/2026 |
| SUMITOMO LIFE INSURANCE CO |
2026 Q1
|
5/12/2026 |
| CONTINENTAL GRAIN CO |
2026 Q1
|
5/12/2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
5/12/2026 |
| OAKMONT Corp |
2026 Q1
|
5/12/2026 |
| OAKMONT Corp |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
| ALERUS FINANCIAL NA |
2026 Q1
|
5/12/2026 |
| PAYDEN & RYGEL |
2026 Q1
|
5/12/2026 |
| Invesco Ltd. |
2026 Q1
|
5/12/2026 |
| ROYCE & ASSOCIATES LP |
2026 Q1
|
5/12/2026 |
| PPM AMERICA INC/IL |
2026 Q1
|
5/12/2026 |
| BARINGTON COMPANIES MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2026 Q1
|
5/12/2026 |
| Atlantic Union Bankshares Corp |
2026 Q1
|
5/12/2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
2026 Q1
|
5/12/2026 |
| BNP PARIBAS |
2026 Q1
|
5/12/2026 |
| CAMBIAR INVESTORS LLC |
2026 Q1
|
5/12/2026 |
| Cornerstone Capital, Inc. |
2026 Q1
|
5/12/2026 |
| ANCHOR CAPITAL ADVISORS LLC |
2026 Q1
|
5/12/2026 |
| DANSKE BANK A/S |
2026 Q1
|
5/12/2026 |
| PFIZER INC |
2026 Q1
|
5/12/2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTD |
2026 Q1
|
5/12/2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
2026 Q1
|
5/12/2026 |
| PIPER SANDLER & CO. |
2026 Q1
|
5/12/2026 |
| STIFEL FINANCIAL CORP |
2026 Q1
|
5/12/2026 |
| WESTPAC BANKING CORP |
2026 Q1
|
5/12/2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
| INTEL CORP |
2026 Q1
|
5/12/2026 |
| Ally Financial Inc. |
2026 Q1
|
5/12/2026 |
| M&T BANK CORP |
2026 Q1
|
5/12/2026 |
| FIRST AMERICAN TRUST, FSB |
2026 Q1
|
5/12/2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
2026 Q1
|
5/12/2026 |
| ADVANCED MICRO DEVICES INC |
2026 Q1
|
5/12/2026 |
| Frisco Financial Planning LLC |
2026 Q1
|
5/12/2026 |
| Frisco Financial Planning LLC |
2025 Q4
|
5/12/2026 |
| Frisco Financial Planning LLC |
2025 Q3
|
5/12/2026 |
| Frisco Financial Planning LLC |
2025 Q2
|
5/12/2026 |
| Frisco Financial Planning LLC |
2025 Q1
|
5/12/2026 |
| Frisco Financial Planning LLC |
2024 Q4
|
5/12/2026 |
| Causey Wealth LLC |
2025 Q4 - NEW HOLDINGS
|
5/12/2026 |
| Professional Financial Management, Inc. |
2026 Q1
|
5/12/2026 |
| Professional Financial Management, Inc. |
2025 Q4
|
5/12/2026 |
| Innovative Asset Advisors Group, LLC |
2026 Q1
|
5/12/2026 |
| Jackson Brooke LLC |
2026 Q1
|
5/12/2026 |
| TIAA Wealth Investment Management LLC |
2026 Q1
|
5/12/2026 |
| RED REEF ADVISORS LLC |
2026 Q1
|
5/12/2026 |
| LightSquare Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
| Oakmont Advisory Group, LLC |
2026 Q1
|
5/12/2026 |
| Virginia Estate & Retirement Planning Advisors Inc. |
2026 Q1
|
5/12/2026 |
| Cygnus Capital Advisors, LLC |
2025 Q4
|
5/12/2026 |
| Mission Financial Group, LLC |
2025 Q1
|
5/12/2026 |
| Crusonia Wealth Advisors LLC |
2026 Q1
|
5/12/2026 |
| LRZ CAPITAL LLC |
2026 Q1
|
5/12/2026 |
| Phillip James Consulting Co. |
2026 Q1
|
5/12/2026 |
| Aspect Management, LLC |
2026 Q1
|
5/12/2026 |
| Blue Line Capital, LLC / IL |
2026 Q1
|
5/12/2026 |
| MATTERS CAPITAL LLC |
2026 Q1
|
5/12/2026 |
| Tannin Capital LLC |
2026 Q1
|
5/12/2026 |
| E6 Portfolios, LLC |
2026 Q1
|
5/12/2026 |
| Vines Capital Management, LLC |
2026 Q1
|
5/12/2026 |
| Ruggiero Investments, Inc. |
2026 Q1
|
5/12/2026 |
| Prism Planning Partners LLC |
2026 Q1
|
5/12/2026 |
| BITTERROOT CAPITAL ADVISORS LLC |
2026 Q1
|
5/12/2026 |
| Benson Wealth Management INC |
2026 Q1
|
5/12/2026 |
| ENTRUST FINANCIAL LLC |
2026 Q1
|
5/12/2026 |
| PCM Encore, LLC |
2026 Q1
|
5/12/2026 |
| Marin Bay Wealth Advisors, LLC |
2026 Q1
|
5/12/2026 |
| Cornerstone Wealth Partners, LLC |
2026 Q1
|
5/12/2026 |
| Boundless Plain Holdings Ltd |
2026 Q1
|
5/12/2026 |
| Clark Wealth Partners |
2026 Q1
|
5/12/2026 |
| Parsonex Advisory Services, Inc. |
2026 Q1
|
5/12/2026 |
| Daybright Advisory Services, Inc. |
2026 Q1
|
5/12/2026 |
| Womack Financial LLC |
2026 Q1
|
5/12/2026 |
| FOCUSED ALPHA, LLC |
2026 Q1
|
5/12/2026 |
| Titan Investment Solutions Ltd |
2026 Q1
|
5/12/2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC |
2026 Q1
|
5/12/2026 |
| Godfrey Financial Associates, Inc. |
2026 Q1
|
5/12/2026 |
| Millennium Capital Advisors, LLC |
2026 Q1
|
5/12/2026 |
| Mountain Capital Management, LLC |
2026 Q1
|
5/12/2026 |
| Danica Pension, Livsforsikringsaktieselskab |
2026 Q1
|
5/12/2026 |