| SEARLE & CO. |
2026 Q1
|
5/8/2026 |
| AMERICAN INTERNATIONAL GROUP, INC. |
2026 Q1
|
5/8/2026 |
| AMERICAN EXPRESS CO |
2026 Q1
|
5/8/2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2026 Q1
|
5/8/2026 |
| BP PLC |
2026 Q1
|
5/8/2026 |
| VANGUARD MARKETING CORPORATION |
2026 Q1
|
5/8/2026 |
| Causey Wealth LLC |
2025 Q4
|
5/8/2026 |
| STONE LOFT WEALTH MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
| GOANNA CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
| Elevation Advisory Partners LLC |
2026 Q1
|
5/8/2026 |
| MOZAYYX MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
| Compass Financial Group, Inc. (Ohio) |
2026 Q1
|
5/8/2026 |
| DUTCH ASSET Corp |
2026 Q1
|
5/8/2026 |
| Junk Investment Group, LLC |
2026 Q1
|
5/8/2026 |
| TMB Capital Partners, LLC |
2026 Q1
|
5/8/2026 |
| CSP Financial Group, LLC |
2026 Q1
|
5/8/2026 |
| BCV Asset Management Inc. |
2026 Q1
|
5/8/2026 |
| Cornerstone Financial Management LLC |
2026 Q1
|
5/8/2026 |
| Oath Planning, LLC |
2026 Q1
|
5/8/2026 |
| Simcoe Capital LLC |
2026 Q1
|
5/8/2026 |
| Goldenstone Wealth Management LLC |
2026 Q1
|
5/8/2026 |
| CURTIS WEALTH MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
| Orange County Employees Retirement System |
2026 Q1
|
5/8/2026 |
| SBI Holdings USA, Inc. |
2026 Q1
|
5/8/2026 |
| Eurizon Capital SGR S.p.A. |
2026 Q1
|
5/8/2026 |
| Stephens Greth Foundation |
2026 Q1
|
5/8/2026 |
| Emissary Wealth LLC |
2026 Q1
|
5/8/2026 |
| Palatine Hill Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
| Price Financial Group Wealth Management, Inc |
2026 Q1
|
5/8/2026 |
| QUANTIFY CHAOS ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
| Capital Developers, LLC |
2026 Q1
|
5/8/2026 |
| Bluebird Wealth Management LLC |
2026 Q1
|
5/8/2026 |
| AIHC Capital Management Ltd |
2026 Q1
|
5/8/2026 |
| Evergreen Wealth Partners LLC |
2026 Q1
|
5/8/2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
| Hardworking Capital Advisors, LLC |
2026 Q1
|
5/8/2026 |
| Equity Wealth Partners, LLC |
2026 Q1
|
5/8/2026 |
| Align Financial, LLC |
2026 Q1
|
5/8/2026 |
| United Financial Planning Group LLC |
2026 Q1
|
5/8/2026 |
| Clarion Wealth Managment Partners, LLC |
2026 Q1
|
5/8/2026 |
| PERSPECTIVE WEALTH ADVISORS LLC |
2026 Q1
|
5/8/2026 |
| Burk Holdings LLC |
2026 Q1
|
5/8/2026 |
| Wilkerson Advisory Group LLC |
2026 Q1
|
5/8/2026 |
| Westview Management dba Westview Investment Advisors |
2026 Q1
|
5/8/2026 |
| Zinnia Wealth Advisory, LLC |
2026 Q1
|
5/8/2026 |
| HORAN Wealth, LLC |
2026 Q1
|
5/8/2026 |
| DBA TRADING, LLC |
2026 Q1
|
5/8/2026 |
| North Dakota State Investment Board |
2026 Q1
|
5/8/2026 |
| Campbell Deegan Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
| Fire Capital Management LLC |
2026 Q1
|
5/8/2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
| RedJay Asset Management Inc. |
2026 Q1
|
5/8/2026 |
| THOR TRADING ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
| CURA WEALTH ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
| ROSS\JOHNSON & Associates LLC |
2026 Q1
|
5/8/2026 |
| Forge Financial Services LLC |
2026 Q1
|
5/8/2026 |
| Christian Investment Advisors, Inc. |
2026 Q1
|
5/8/2026 |
| BURLING WEALTH PARTNERS, LLC |
2026 Q1
|
5/8/2026 |
| PIAR LLC |
2026 Q1
|
5/8/2026 |
| Generation Capital Management LLC |
2026 Q1
|
5/8/2026 |
| Emeth Value Capital, LLC |
2026 Q1
|
5/8/2026 |
| Weinberger Asset Management, Inc |
2026 Q1
|
5/8/2026 |
| Tandem Financial, LLC |
2026 Q1
|
5/8/2026 |
| Manuka Financial, LLC |
2026 Q1
|
5/8/2026 |
| Virtus Wealth Solutions LLC |
2026 Q1
|
5/8/2026 |
| RIK SAYLOR FINANCIAL, INC. |
2026 Q1
|
5/8/2026 |
| MidAtlantic Capital Management, Inc. |
2026 Q1
|
5/8/2026 |
| Dale Q Rice Investment Management Ltd |
2026 Q1
|
5/8/2026 |
| Shengqi Capital (Hong Kong) Ltd |
2026 Q1 - RESTATEMENT
|
5/8/2026 |
| Seneschal Advisors, LLC |
2026 Q1
|
5/8/2026 |
| NCP Inc. |
2026 Q1
|
5/8/2026 |
| Gen-Wealth Partners Inc |
2026 Q1
|
5/8/2026 |
| Perissos Private Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
| New Insight Wealth Advisors |
2026 Q1
|
5/8/2026 |
| Wallace Hart LLC |
2026 Q1
|
5/8/2026 |
| Vann Equity Management LLC |
2026 Q1
|
5/8/2026 |
| Power Alpha Investment Ltd |
2026 Q1
|
5/8/2026 |
| Creekmur Asset Management LLC |
2026 Q1
|
5/8/2026 |
| ATLANTIC FAMILY WEALTH, LLC |
2026 Q1
|
5/8/2026 |
| ALLEN WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
| AVISO WEALTH MANAGEMENT |
2026 Q1
|
5/8/2026 |
| NorthStar Asset Management LLC /NJ/ |
2026 Q1
|
5/8/2026 |
| Darden Wealth Group Inc |
2026 Q1
|
5/8/2026 |
| MOSAIC FINANCIAL GROUP, LLC |
2026 Q1
|
5/8/2026 |
| Maia Wealth LLC |
2026 Q1
|
5/8/2026 |
| JPL Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
| JPL Wealth Management, LLC |
2026 Q1 - RESTATEMENT
|
5/8/2026 |
| ENGLISH CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
| Cetera Trust Company, N.A |
2026 Q1
|
5/8/2026 |
| Bruce G. Allen Investments, LLC |
2026 Q1
|
5/8/2026 |
| Urban Financial Advisory Corp |
2026 Q1
|
5/8/2026 |
| Freedom Together Foundation |
2026 Q1
|
5/8/2026 |
| Altiora Financial Group, LLC |
2026 Q1
|
5/8/2026 |
| Vanguard National Trust Co |
2026 Q1
|
5/8/2026 |
| Technology Crossover Management XI, Ltd. |
2026 Q1
|
5/8/2026 |
| M1 Capital Management LLC |
2026 Q1
|
5/8/2026 |
| Dodds Wealth, LLC |
2026 Q1
|
5/8/2026 |