| DELTA ASSET MANAGEMENT LLC/TN |
2026 Q1
|
5/11/2026 |
| MUFG Bank, Ltd. |
2026 Q1
|
5/11/2026 |
| NatWest Group plc |
2026 Q1
|
5/11/2026 |
| Haverford Trust Co |
2026 Q1
|
5/11/2026 |
| CITIGROUP INC |
2026 Q1
|
5/11/2026 |
| MIZUHO SECURITIES USA LLC |
2026 Q1
|
5/11/2026 |
| BECKER CAPITAL MANAGEMENT INC |
2026 Q1
|
5/11/2026 |
| PRIMECAP MANAGEMENT CO/CA/ |
2026 Q1
|
5/11/2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2026 Q1
|
5/11/2026 |
| BAILARD, INC. |
2026 Q1
|
5/11/2026 |
| WELLS FARGO & COMPANY/MN |
2026 Q1
|
5/11/2026 |
| ARROW FINANCIAL CORP |
2026 Q1
|
5/11/2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2026 Q1
|
5/11/2026 |
| MITSUBISHI UFJ FINANCIAL GROUP INC |
2026 Q1
|
5/11/2026 |
| CIGNA INVESTMENTS INC /NEW |
2026 Q1
|
5/11/2026 |
| FIRST NATIONAL BANK OF OMAHA |
2026 Q1
|
5/11/2026 |
| FIRST FINANCIAL BANKSHARES INC |
2026 Q1
|
5/11/2026 |
| GLOBE LIFE INC. |
2026 Q1
|
5/11/2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP |
2026 Q1
|
5/11/2026 |
| 1015 Capital Partners, LLC |
2026 Q1
|
5/11/2026 |
| 1015 Capital Partners, LLC |
2025 Q4
|
5/11/2026 |
| Sidoxia Capital Management, LLC |
2026 Q1
|
5/11/2026 |
| Emerald Investment Advisers, LLC |
2026 Q1
|
5/11/2026 |
| Hamrick Investment Counsel, llc |
2026 Q1
|
5/11/2026 |
| MSRH, LLC |
2026 Q1
|
5/11/2026 |
| Estate Planners Group, LLC |
2026 Q1
|
5/11/2026 |
| Oakmont Advisory Group, LLC |
2025 Q4
|
5/11/2026 |
| Tulsa Wealth Advisors, INC |
2026 Q1
|
5/11/2026 |
| RIHO Partners, LLC |
2025 Q4
|
5/11/2026 |
| Declaration Partners LP |
2026 Q1
|
5/11/2026 |
| OpenArc Corporate Advisory, LLC |
2026 Q1
|
5/11/2026 |
| Smith Partners Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. |
2026 Q1
|
5/11/2026 |
| Karnit Road Accident Victims Compensation Fund |
2026 Q1
|
5/11/2026 |
| Troutman Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
| McCartney Wealth Management LLC |
2026 Q1
|
5/11/2026 |
| Timmons Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
| Fideuram Asset Management (Ireland) dac |
2026 Q1
|
5/11/2026 |
| Garton & Associates Financial Advisors LLC |
2026 Q1
|
5/11/2026 |
| Kilner Capital Advisors, LLC |
2026 Q1
|
5/11/2026 |
| Ponta Wealth Partners, LLC |
2026 Q1
|
5/11/2026 |
| Lalia Capital, LLC |
2026 Q1
|
5/11/2026 |
| China-UAE Investment Cooperation Fund, L.P. |
2026 Q1
|
5/11/2026 |
| Legacy Edge Advisors, LLC |
2026 Q1
|
5/11/2026 |
| BETO FINANCIAL GROUP, LLC |
2026 Q1
|
5/11/2026 |
| COFG Advisors, LLC |
2026 Q1
|
5/11/2026 |
| Closed-End Fund Advisors, Inc. |
2026 Q1
|
5/11/2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE |
2026 Q1
|
5/11/2026 |
| Elevation Wealth Management LLC |
2026 Q1
|
5/11/2026 |
| Electric Capital Partners, LLC |
2025 Q4 - NEW HOLDINGS
|
5/11/2026 |
| Guardian Capital, LLC |
2026 Q1
|
5/11/2026 |
| Ducere Wealth Management LLC |
2026 Q1
|
5/11/2026 |
| Bannerstone Capital Management, LLC |
2026 Q1
|
5/11/2026 |
| Exit Wealth Advisors, LLC. |
2026 Q1
|
5/11/2026 |
| Eddie Patel Inc |
2026 Q1
|
5/11/2026 |
| Valpey Financial Services, LLC |
2026 Q1
|
5/11/2026 |
| Dockside LLC |
2026 Q1
|
5/11/2026 |
| Kondo Wealth Advisors, Inc. |
2026 Q1
|
5/11/2026 |
| Reliant Investment Partners, LLC |
2026 Q1
|
5/11/2026 |
| Genoa Capital Gestora de Recursos Ltda. |
2026 Q1
|
5/11/2026 |
| Stillwater Wealth Management Group |
2026 Q1
|
5/11/2026 |
| Elevated Financial Group LLC |
2026 Q1
|
5/11/2026 |
| 111 Capital |
2026 Q1
|
5/11/2026 |
| Integrity Advisory Solutions, LLC |
2026 Q1
|
5/11/2026 |
| Wealth Management Strategies, Inc. |
2026 Q1
|
5/11/2026 |
| LM Asset Management Inc. |
2026 Q1
|
5/11/2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
2026 Q1
|
5/11/2026 |
| Lionshead Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
| Peak Retirement Planning, Inc. |
2026 Q1
|
5/11/2026 |
| Fourth Dimension Wealth, LLC |
2026 Q1
|
5/11/2026 |
| Rossby Financial, LCC |
2026 Q1
|
5/11/2026 |
| Sherwood Financial Partners, LLC |
2026 Q1
|
5/11/2026 |
| RAHLFS CAPITAL, LLC |
2026 Q1
|
5/11/2026 |
| MSH Capital Advisors LLC |
2026 Q1
|
5/11/2026 |
| Sava Infond d.o.o. |
2026 Q1
|
5/11/2026 |
| SageOak Financial, LLC |
2026 Q1
|
5/11/2026 |
| Momentous Wealth Management, Inc. |
2026 Q1
|
5/11/2026 |
| North Ground Capital |
2026 Q1
|
5/11/2026 |
| Ranmore Fund Management Ltd |
2026 Q1
|
5/11/2026 |
| SCRATCH CAPITAL LLC |
2026 Q1
|
5/11/2026 |
| Grantvest Financial Group LLC |
2026 Q1
|
5/11/2026 |
| Contrarius Group Holdings Ltd |
2026 Q1
|
5/11/2026 |
| Partners in Financial Planning |
2026 Q1
|
5/11/2026 |
| Blueprint Financial Advisors LLC |
2026 Q1
|
5/11/2026 |
| Atlas Legacy Advisors, LLC |
2026 Q1
|
5/11/2026 |
| Palacios Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
| Carbahal Olsen Financial Services Group, LLC |
2026 Q1
|
5/11/2026 |
| POTENTIA WEALTH |
2026 Q1
|
5/11/2026 |
| REAP Financial Group, LLC |
2026 Q1
|
5/11/2026 |
| Four Tree Island Advisory LLC |
2026 Q1
|
5/11/2026 |
| BankPlus Trust Department |
2026 Q1
|
5/11/2026 |
| ZEGA Investments, LLC |
2026 Q1
|
5/11/2026 |
| S-Bank Fund Management Ltd |
2026 Q1
|
5/11/2026 |
| Mattson Financial Services, LLC |
2026 Q1
|
5/11/2026 |
| Convergence Financial, LLC |
2026 Q1
|
5/11/2026 |
| A4 Wealth Advisors LLC |
2026 Q1
|
5/11/2026 |
| Fairscale Capital, LLC |
2026 Q1
|
5/11/2026 |
| CINCINNATI FINANCIAL CORP |
2026 Q1
|
5/11/2026 |
| Expressive Wealth LLC |
2026 Q1
|
5/11/2026 |
| Erste Asset Management GmbH |
2026 Q1
|
5/11/2026 |