| Milestones Private Investment Advisors LLC |
2026 Q1
|
5/4/2026 |
| FLC Capital Advisors |
2026 Q1
|
5/4/2026 |
| SFAM, LLC |
2026 Q1
|
5/4/2026 |
| Leicht Financial Planning & Wealth Management, Inc. |
2026 Q1
|
5/4/2026 |
| Conservest Capital Advisors, Inc. |
2026 Q1
|
5/4/2026 |
| Sterling Investment Advisors, Ltd. |
2026 Q1
|
5/4/2026 |
| Bryn Mawr Trust Advisors, LLC |
2026 Q1
|
5/4/2026 |
| CAMDEN NATIONAL BANK |
2026 Q1
|
5/4/2026 |
| WP Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Broadview Financial Management, LLC |
2026 Q1
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2024 Q3 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2024 Q2 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2024 Q1 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2023 Q4 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2023 Q3 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2023 Q2 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2023 Q1 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2023 Q1 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q4 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q4 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q3 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q3 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q2 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q2 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q1 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2022 Q1 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q4 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q4 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q3 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q3 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q2 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q2 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2021 Q1 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q4 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q4 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q3 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q3 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q2 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q2 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q1 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2020 Q1 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q4 - RESTATEMENT
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q3 - NEW HOLDINGS
|
5/4/2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
2019 Q3 - RESTATEMENT
|
5/4/2026 |
| Mutual Advisors, LLC |
2026 Q1
|
5/4/2026 |
| EQUITY INVESTMENT CORP |
2026 Q1
|
5/4/2026 |
| Riverpoint Wealth Management Holdings, LLC |
2026 Q1
|
5/4/2026 |
| Syverson Strege & Co |
2026 Q1
|
5/4/2026 |
| Members Trust Co |
2026 Q1
|
5/4/2026 |
| Cornerstone Advisory, LLC |
2026 Q1
|
5/4/2026 |
| Mint Tower Capital Management B.V. |
2026 Q1
|
5/4/2026 |
| NWAM LLC |
2026 Q1
|
5/4/2026 |
| Glassman Wealth Services |
2026 Q1
|
5/4/2026 |
| 1 NORTH WEALTH SERVICES LLC |
2026 Q1
|
5/4/2026 |
| Genesis Wealth Advisors, LLC |
2026 Q1
|
5/4/2026 |
| CLEAR INVESTMENT RESEARCH, LLC |
2026 Q1
|
5/4/2026 |
| Credit Capital Investments LLC |
2026 Q1
|
5/4/2026 |
| University of Maryland Foundation, Inc. |
2026 Q1
|
5/4/2026 |
| Del-Sette Capital Management, LLC |
2026 Q1
|
5/4/2026 |
| FAGAN ASSOCIATES, INC. |
2026 Q1
|
5/4/2026 |
| Mendel Money Management |
2026 Q1
|
5/4/2026 |
| Checchi Capital Advisers, LLC |
2026 Q1
|
5/4/2026 |
| Pettee Investors, Inc. |
2026 Q1
|
5/4/2026 |
| Tuttle Capital Management, LLC |
2026 Q1
|
5/4/2026 |
| Mirae Asset Global Investments Co., Ltd. |
2026 Q1
|
5/4/2026 |
| King Wealth Management Group |
2026 Q1
|
5/4/2026 |
| Chicago Partners Investment Group LLC |
2026 Q1
|
5/4/2026 |
| Consolidated Investment Group LLC |
2026 Q1
|
5/4/2026 |
| AMF Tjanstepension AB |
2026 Q1
|
5/4/2026 |
| Hartford Funds Management Co LLC |
2026 Q1
|
5/4/2026 |
| CORDA Investment Management, LLC. |
2026 Q1
|
5/4/2026 |
| Essex Woodlands Management, Inc. |
2026 Q1
|
5/4/2026 |
| Nadler Financial Group, Inc. |
2026 Q1
|
5/4/2026 |
| Westside Investment Management, Inc. |
2026 Q1
|
5/4/2026 |
| J.Safra Asset Management Corp |
2026 Q1
|
5/4/2026 |
| Genus Capital Management Inc. |
2026 Q1
|
5/4/2026 |
| Crystal Rock Capital Management |
2026 Q1
|
5/4/2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2026 Q1
|
5/4/2026 |
| STERLING INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/4/2026 |
| Retirement Planning Group, LLC |
2026 Q1
|
5/4/2026 |
| RWWM, Inc. |
2026 Q1
|
5/4/2026 |
| Wellington Shields & Co., LLC |
2026 Q1
|
5/4/2026 |
| Wellington Shields Capital Management, LLC |
2026 Q1
|
5/4/2026 |
| Savant Capital, LLC |
2026 Q1
|
5/4/2026 |
| Calamos Wealth Management LLC |
2026 Q1
|
5/4/2026 |
| Sigma Planning Corp |
2026 Q1
|
5/4/2026 |
| HOURGLASS CAPITAL, LLC |
2026 Q1
|
5/4/2026 |
| Tributary Capital Management, LLC |
2026 Q1
|
5/4/2026 |
| ENVESTNET ASSET MANAGEMENT INC |
2026 Q1
|
5/4/2026 |
| AMG National Trust Bank |
2026 Q1
|
5/4/2026 |
| LaFleur & Godfrey LLC |
2026 Q1
|
5/4/2026 |
| Arrow Investment Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Hillsdale Investment Management Inc. |
2026 Q1
|
5/4/2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST |
2026 Q1
|
5/4/2026 |
| Texas Yale Capital Corp. |
2026 Q1
|
5/4/2026 |
| Spectrum Asset Management, Inc. |
2026 Q1
|
5/4/2026 |
| Calamos Advisors LLC |
2026 Q1
|
5/4/2026 |
| First National Bank of Hutchinson |
2026 Q1
|
5/4/2026 |
| Canal Insurance CO |
2026 Q1
|
5/4/2026 |
| Stack Financial Management, Inc |
2026 Q1
|
5/4/2026 |