| VIRTUE ASSET MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
| FirstWave Capital Management LLC |
2026 Q1
|
5/12/2026 |
| Niatross Investments Ltd |
2026 Q1
|
5/12/2026 |
| Jeter Robert S II |
2026 Q1
|
5/12/2026 |
| Step Capital Management Pte. Ltd. |
2026 Q1
|
5/12/2026 |
| Bregal Sagemount IV General Partner Jersey Ltd |
2026 Q1
|
5/12/2026 |
| ABN AMRO INVESTMENT SOLUTIONS |
2026 Q1
|
5/12/2026 |
| Renwick Deborah Lee |
2026 Q1
|
5/12/2026 |
| Life Cycle Investment Partners Ltd |
2026 Q1
|
5/12/2026 |
| Meiji Yasuda America Inc |
2026 Q1
|
5/12/2026 |
| Providence Financial Advisors, LLC |
2026 Q1
|
5/12/2026 |
| RESOLUTE CAPITAL, LLC |
2026 Q1
|
5/12/2026 |
| Legacy Advisory Services, LLC |
2026 Q1
|
5/12/2026 |
| Safe Harbor Family Capital, LLC |
2026 Q1
|
5/12/2026 |
| Notable Capital Management, L.L.C. |
2026 Q1
|
5/12/2026 |
| Rakuten Investment Management, Inc. |
2026 Q1
|
5/12/2026 |
| Dynamic Financial Group |
2026 Q1
|
5/12/2026 |
| Cloud Capital Management, LLC |
2026 Q1
|
5/12/2026 |
| LeConte Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
| Affinity Partners GP LP |
2026 Q1
|
5/12/2026 |
| Frist Capital, LLC |
2026 Q1
|
5/12/2026 |
| Elite Financial, Inc. |
2026 Q1
|
5/12/2026 |
| Wood Tarver Financial Group, LLC |
2026 Q1
|
5/12/2026 |
| Pandi, LLC |
2026 Q1
|
5/12/2026 |
| KMT WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
| Columbia River Financial Group, LLC |
2026 Q1
|
5/12/2026 |
| Dogwood Wealth Management LLC |
2026 Q1
|
5/12/2026 |
| CHAPMAN FINANCIAL GROUP, LLC |
2026 Q1
|
5/12/2026 |
| TT Capital Management LLC |
2026 Q1
|
5/12/2026 |
| Disciplined Investors, L.L.C. |
2026 Q1
|
5/12/2026 |
| TME FINANCIAL, INC. |
2026 Q1
|
5/12/2026 |
| Persistent Asset Partners Ltd |
2026 Q1
|
5/12/2026 |
| CBM Financial, LLC |
2026 Q1
|
5/12/2026 |
| Integras Partners LLC |
2026 Q1
|
5/12/2026 |
| Kennondale Capital Management LLC |
2026 Q1
|
5/12/2026 |
| PCG ASSET MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
| Chung Wu Investment Group, LLC |
2026 Q1
|
5/12/2026 |
| WealthTrak Capital Management LLC |
2026 Q1
|
5/12/2026 |
| Saiph Capital, LLC |
2026 Q1
|
5/12/2026 |
| Haven Global Partners, LLC |
2026 Q1
|
5/12/2026 |
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. |
2026 Q1
|
5/12/2026 |
| CURIO WEALTH, LLC |
2026 Q1
|
5/12/2026 |
| AG2R LA MONDIALE GESTION D'ACTIFS |
2026 Q1
|
5/12/2026 |
| Reyes Financial Architecture, Inc. |
2026 Q1
|
5/12/2026 |
| Investor's Fiduciary Advisor Network, LLC |
2026 Q1
|
5/12/2026 |
| PLANWISER FINANCIAL, LLC |
2026 Q1
|
5/12/2026 |
| SGL Investment Advisors, Inc. |
2026 Q1
|
5/12/2026 |
| Axos Invest Inc. |
2026 Q1
|
5/12/2026 |
| WIM INVESTMENT MANAGEMENT Ltd |
2026 Q1
|
5/12/2026 |
| von Borstel & Associates, Inc. |
2026 Q1
|
5/12/2026 |
| Bank of Jackson Hole Trust |
2026 Q1
|
5/12/2026 |
| Granite FO LLC |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
| Orion Investment Co |
2026 Q1
|
5/12/2026 |
| Optimize Financial Inc |
2026 Q1
|
5/12/2026 |
| GCQ FUNDS MANAGEMENT PTY Ltd |
2026 Q1
|
5/12/2026 |
| Cannon Financial Strategists, Inc. |
2026 Q1
|
5/12/2026 |
| Argentarii, LLC |
2026 Q1
|
5/12/2026 |
| Koch, Inc. |
2026 Q1
|
5/12/2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2026 Q1
|
5/12/2026 |
| Explore Capital Management, LLC |
2026 Q1
|
5/12/2026 |
| Councilmark Asset Management, LLC |
2026 Q1
|
5/12/2026 |
| GGM Financial LLC |
2026 Q1
|
5/12/2026 |
| Cascade Financial Partners, LLC |
2026 Q1
|
5/12/2026 |
| Cascade Wealth Advisors, Inc |
2026 Q1
|
5/12/2026 |
| Provident Co of the Employees of the Hebrew University LTD |
2026 Q1
|
5/12/2026 |
| Ravenswood Partners LP |
2026 Q1
|
5/12/2026 |
| Processus Wealth & Capital Management, LLC |
2026 Q1
|
5/12/2026 |
| CacheTech Inc. |
2026 Q1
|
5/12/2026 |
| ARK & TLK INVESTMENTS, LLC |
2026 Q1
|
5/12/2026 |
| Pilgrim Partners Asia Pte Ltd |
2026 Q1
|
5/12/2026 |
| Kuhn & Co Investment Counsel |
2026 Q1
|
5/12/2026 |
| Napean Trading & Investment Co (Singapore) PTE Ltd |
2026 Q1
|
5/12/2026 |
| Advyzon Investment Management, LLC |
2026 Q1
|
5/12/2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
2026 Q1
|
5/12/2026 |
| Bey-Douglas LLC |
2026 Q1
|
5/12/2026 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2026 Q1
|
5/12/2026 |
| Fielder Capital Group LLC |
2026 Q1
|
5/12/2026 |
| Fidelis Wealth Advisors LLC |
2026 Q1
|
5/12/2026 |
| HRC WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
| Bear Mountain Capital, Inc. |
2026 Q1
|
5/12/2026 |
| a16z Perennial Management, L.P. |
2026 Q1
|
5/12/2026 |
| Turning Point Benefit Group, Inc. |
2026 Q1
|
5/12/2026 |
| SymBiosis Capital Partners, LLC |
2026 Q1
|
5/12/2026 |
| Arrow Capital Pty Ltd |
2026 Q1
|
5/12/2026 |
| Stephenson & Company, Inc. |
2026 Q1
|
5/12/2026 |
| TD Waterhouse Canada Inc. |
2026 Q1
|
5/12/2026 |
| TIAA TRUST, NATIONAL ASSOCIATION |
2026 Q1
|
5/12/2026 |
| Birnam Oak Advisors, LP |
2026 Q1
|
5/12/2026 |
| ACORN CREEK CAPITAL LLC |
2026 Q1
|
5/12/2026 |
| Borer Denton & Associates, Inc. |
2026 Q1
|
5/12/2026 |
| INSPIRE TRUST CO, N.A. |
2026 Q1
|
5/12/2026 |
| Ramirez Asset Management, Inc. |
2026 Q1
|
5/12/2026 |
| Canada Post Corp Registered Pension Plan |
2026 Q1
|
5/12/2026 |
| Hill Investment Group Partners, LLC |
2026 Q1
|
5/12/2026 |
| Portside Wealth Group, LLC |
2026 Q1
|
5/12/2026 |
| CHANNEL WEALTH LLC |
2026 Q1
|
5/12/2026 |
| Alpha Financial Advisors, LLC |
2026 Q1
|
5/12/2026 |
| Werba Rubin Papier Wealth Management |
2026 Q1
|
5/12/2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
| Leading Edge Financial Planning LLC |
2026 Q1
|
5/12/2026 |