| Florin Court Capital LLP |
2026 Q1
|
5/6/2026 |
| SIMON QUICK ADVISORS, LLC |
2026 Q1
|
5/6/2026 |
| Kinsale Capital Group, Inc. |
2026 Q1
|
5/6/2026 |
| DURANTE & WATERS, LLC |
2026 Q1
|
5/6/2026 |
| Arcus Capital Partners, LLC |
2026 Q1
|
5/6/2026 |
| Arcus Capital Partners, LLC |
2025 Q4
|
5/6/2026 |
| Performa Ltd (US), LLC |
2026 Q1
|
5/6/2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
2026 Q1
|
5/6/2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
2026 Q1
|
5/6/2026 |
| Diversified Portfolios, Inc. |
2026 Q1
|
5/6/2026 |
| USCF Advisers LLC |
2026 Q1
|
5/6/2026 |
| Cryder Capital Partners LLP |
2026 Q1
|
5/6/2026 |
| Hurley Capital, LLC |
2026 Q1
|
5/6/2026 |
| PALLADIEM, LLC |
2026 Q1
|
5/6/2026 |
| C WorldWide Group Holding A/S |
2026 Q1
|
5/6/2026 |
| Lexington Partners L.P. |
2026 Q1
|
5/6/2026 |
| BML Capital Management, LLC |
2026 Q1
|
5/6/2026 |
| Pacer Advisors, Inc. |
2026 Q1
|
5/6/2026 |
| Freemont Management S.A. |
2026 Q1
|
5/6/2026 |
| Fort Sheridan Advisors LLC |
2026 Q1
|
5/6/2026 |
| Hamilton Point Investment Advisors, LLC |
2026 Q1
|
5/6/2026 |
| HWG Holdings LP |
2026 Q1
|
5/6/2026 |
| SPX Gestao de Recursos Ltda |
2026 Q1
|
5/6/2026 |
| Redmond Asset Management, LLC |
2026 Q1
|
5/6/2026 |
| Orland Properties Ltd |
2026 Q1
|
5/6/2026 |
| Catalyst Capital Advisors LLC |
2026 Q1
|
5/6/2026 |
| Ascent Wealth Partners, LLC |
2026 Q1
|
5/6/2026 |
| Aviance Capital Partners, LLC |
2026 Q1
|
5/6/2026 |
| Modera Wealth Management, LLC |
2026 Q1
|
5/6/2026 |
| Copeland Capital Management, LLC |
2026 Q1
|
5/6/2026 |
| Mawer Investment Management Ltd. |
2026 Q1
|
5/6/2026 |
| Independent Order of Foresters |
2026 Q1
|
5/6/2026 |
| AKUNA SECURITIES LLC |
2026 Q1
|
5/6/2026 |
| AIA Group Ltd |
2026 Q1
|
5/6/2026 |
| THOMAS STORY & SON LLC |
2026 Q1
|
5/6/2026 |
| VISTA CAPITAL PARTNERS, INC. |
2026 Q1
|
5/6/2026 |
| IMA Advisory Services, Inc. |
2026 Q1
|
5/6/2026 |
| Prime Capital Management Co Ltd |
2026 Q1
|
5/6/2026 |
| J.P. Marvel Investment Advisors, LLC |
2026 Q1
|
5/6/2026 |
| LPL Financial LLC |
2026 Q1
|
5/6/2026 |
| Stilwell Value LLC |
2026 Q1
|
5/6/2026 |
| Westchester Capital Management, Inc. |
2026 Q1
|
5/6/2026 |
| Goodman Financial Corp |
2026 Q1
|
5/6/2026 |
| Dorsey Wright & Associates |
2026 Q1
|
5/6/2026 |
| Cabot-Wellington, LLC |
2026 Q1
|
5/6/2026 |
| ASSETMARK, INC |
2026 Q1
|
5/6/2026 |
| Summit Creek Advisors LLC |
2026 Q1
|
5/6/2026 |
| Aurora Investment Counsel |
2026 Q1
|
5/6/2026 |
| Watershed Asset Management, L.L.C. |
2026 Q1
|
5/6/2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC |
2026 Q1
|
5/6/2026 |
| LEUTHOLD GROUP, LLC |
2026 Q1
|
5/6/2026 |
| MUHLENKAMP & CO INC |
2026 Q1
|
5/6/2026 |
| HANSEATIC MANAGEMENT SERVICES INC |
2026 Q1
|
5/6/2026 |
| PROFFITT & GOODSON INC |
2026 Q1
|
5/6/2026 |
| STONERIDGE INVESTMENT PARTNERS LLC |
2026 Q1
|
5/6/2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ |
2026 Q1
|
5/6/2026 |
| JAG CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/6/2026 |
| NORTH STAR ASSET MANAGEMENT INC |
2026 Q1
|
5/6/2026 |
| BESSEMER GROUP INC |
2026 Q1
|
5/6/2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/6/2026 |
| INTRUST BANK NA |
2026 Q1
|
5/6/2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2026 Q1
|
5/6/2026 |
| BROOKTREE CAPITAL MANAGEMENT |
2026 Q1
|
5/6/2026 |
| GENEVA CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/6/2026 |
| ARCH CAPITAL GROUP LTD. |
2026 Q1
|
5/5/2026 |
| WASHINGTON STATE INVESTMENT BOARD |
2026 Q1
|
5/5/2026 |
| KESTREL INVESTMENT MANAGEMENT CORP |
2026 Q1
|
5/5/2026 |
| FACTORY MUTUAL INSURANCE CO |
2026 Q1
|
5/5/2026 |
| Fisher Asset Management, LLC |
2026 Q1
|
5/5/2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/5/2026 |
| MERIDIAN MANAGEMENT CO |
2026 Q1
|
5/5/2026 |
| SouthState Bank Corp |
2026 Q1
|
5/5/2026 |
| MJP ASSOCIATES INC /ADV |
2026 Q1
|
5/5/2026 |
| CULLEN/FROST BANKERS, INC. |
2026 Q1
|
5/5/2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
2026 Q1
|
5/5/2026 |
| Gerald Baker Financial Group LLC |
2026 Q1
|
5/5/2026 |
| Good Harbor Advisors, Inc. |
2026 Q1
|
5/5/2026 |
| Good Harbor Advisors, Inc. |
2025 Q4
|
5/5/2026 |
| Navigation Group, LLC |
2026 Q1
|
5/5/2026 |
| Altium Investment Strategies LLC |
2026 Q1
|
5/5/2026 |
| Philadelphia Investment Partners, LLC |
2026 Q1
|
5/5/2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC |
2026 Q1
|
5/5/2026 |
| Oasis Advisors, LLC |
2026 Q1
|
5/5/2026 |
| John A. Wolfe & Associates, Inc. |
2026 Q1
|
5/5/2026 |
| Cedarwood Wealth LLC |
2026 Q1
|
5/5/2026 |
| GuidedMoney, LLC |
2026 Q1
|
5/5/2026 |
| 93 Financial Group, LLC |
2026 Q1
|
5/5/2026 |
| Torrey-Payne Wealth Management, LLC |
2026 Q1
|
5/5/2026 |
| Financial Concepts Unlimited, Inc. |
2026 Q1
|
5/5/2026 |
| Advisory Advocates, LLC |
2026 Q1
|
5/5/2026 |
| Advisory Advocates, LLC |
2025 Q4
|
5/5/2026 |
| Donalies Financial Planning, LLC |
2026 Q1
|
5/5/2026 |
| BLUEDOOR PRIVATE WEALTH, LLC |
2026 Q1
|
5/5/2026 |
| Birchwood Financial Partners, Inc. |
2026 Q1
|
5/5/2026 |
| Wagner Wealth Management, Corp |
2026 Q1
|
5/5/2026 |
| Entelevest, LLC |
2026 Q1
|
5/5/2026 |
| Ferguson Johnson Wealth Management Inc |
2026 Q1
|
5/5/2026 |
| M3 Wealth Management, LLC |
2026 Q1
|
5/5/2026 |
| M3 Wealth Management, LLC |
2025 Q4 - RESTATEMENT
|
5/5/2026 |
| Burkett Asset Management Ltd |
2026 Q1
|
5/5/2026 |