| Silver Oak Advisory Group, Inc. |
2026 Q1
|
5/1/2026 |
| American Trust |
2026 Q1
|
5/1/2026 |
| PineStone Asset Management Inc. |
2026 Q1
|
5/1/2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
| WIN ADVISORS, INC |
2026 Q1
|
5/1/2026 |
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
2026 Q1
|
5/1/2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
| Heritage Investment Group, Inc. |
2026 Q1
|
5/1/2026 |
| CV Advisors LLC |
2026 Q1
|
5/1/2026 |
| Guardian Wealth Advisors, LLC |
2026 Q1
|
5/1/2026 |
| IDG-Accel China Capital GP II Associates Ltd. |
2026 Q1
|
5/1/2026 |
| SAGE PRIVATE WEALTH GROUP, LLC |
2026 Q1
|
5/1/2026 |
| Oakwell Private Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
| Steadview Capital Management LLC |
2026 Q1
|
5/1/2026 |
| Kaizen Financial Strategies |
2026 Q1
|
5/1/2026 |
| CMG Global Holdings, LLC |
2026 Q1
|
5/1/2026 |
| BCK CAPITAL MANAGEMENT LP |
2026 Q1
|
5/1/2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
| AF Advisors, Inc. |
2026 Q1
|
5/1/2026 |
| Concord Wealth Partners |
2026 Q1
|
5/1/2026 |
| ARQ WEALTH ADVISORS, LLC |
2026 Q1
|
5/1/2026 |
| HOHIMER WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
| Summit Place Financial Advisors, LLC |
2026 Q1
|
5/1/2026 |
| R. W. Roge & Company, Inc. |
2026 Q1
|
5/1/2026 |
| Symphony Financial, Ltd. Co. |
2026 Q1
|
5/1/2026 |
| NATURAL INVESTMENTS, LLC |
2026 Q1
|
5/1/2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/1/2026 |
| Avion Wealth |
2026 Q1
|
5/1/2026 |
| Spider Management Company, LLC |
2026 Q1
|
5/1/2026 |
| Praxis Capital Management LLC |
2026 Q1
|
5/1/2026 |
| Triton Wealth Management, PLLC |
2026 Q1
|
5/1/2026 |
| Liquid Strategies, LLC |
2026 Q1
|
5/1/2026 |
| Global Wealth Management Investment Advisory, Inc. |
2026 Q1
|
5/1/2026 |
| Atlas Venture Advisors, Inc. |
2026 Q1
|
5/1/2026 |
| TLW Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
| Elwood & Goetz Wealth Advisory Group, LLC |
2026 Q1
|
5/1/2026 |
| Altium Capital Management LLC |
2026 Q1
|
5/1/2026 |
| GABLES CAPITAL MANAGEMENT INC. |
2026 Q1
|
5/1/2026 |
| Castleview Partners, LLC |
2026 Q1
|
5/1/2026 |
| Rossmore Private Capital |
2026 Q1
|
5/1/2026 |
| MFN Partners Management, LP |
2025 Q4 - NEW HOLDINGS
|
5/1/2026 |
| Seneca House Advisors |
2026 Q1
|
5/1/2026 |
| 180 WEALTH ADVISORS, LLC |
2026 Q1
|
5/1/2026 |
| Maj Invest Holding A/S |
2026 Q1
|
5/1/2026 |
| WealthShield Partners, LLC |
2026 Q1
|
5/1/2026 |
| Lester Murray Antman dba SimplyRich |
2026 Q1
|
5/1/2026 |
| Legacy Financial Strategies, LLC |
2026 Q1
|
5/1/2026 |
| CenterStar Asset Management, LLC |
2026 Q1
|
5/1/2026 |
| Savoir Faire Capital Management, L.P. |
2026 Q1
|
5/1/2026 |
| IDG China Venture Capital Fund V Associates L.P. |
2026 Q1
|
5/1/2026 |
| United Bank |
2026 Q1
|
5/1/2026 |
| Kohmann Bosshard Financial Services, LLC |
2026 Q1 - RESTATEMENT
|
5/1/2026 |
| Connecticut Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
| Cosner Financial Group, LLC |
2026 Q1
|
5/1/2026 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
2026 Q1
|
5/1/2026 |
| Brown University |
2026 Q1
|
5/1/2026 |
| Darwin Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
| Greylock XIV GP LLC |
2026 Q1
|
5/1/2026 |
| IDG China Capital Fund III Associates L.P. |
2026 Q1
|
5/1/2026 |
| IDG China Capital Fund GP III Associates Ltd. |
2026 Q1
|
5/1/2026 |
| Wealthspire Advisors, LLC |
2026 Q1
|
5/1/2026 |
| Anchor Investment Management, LLC |
2026 Q1
|
5/1/2026 |
| Lincoln Capital LLC |
2026 Q1
|
5/1/2026 |
| Towercrest Capital Management |
2026 Q1
|
5/1/2026 |
| Capital Today Evergreen Fund, L.P. |
2026 Q1
|
5/1/2026 |
| Summit Financial Strategies, Inc. |
2026 Q1
|
5/1/2026 |
| S. R. Schill & Associates |
2026 Q1
|
5/1/2026 |
| IDG China Venture Capital Fund IV Associates L.P. |
2026 Q1
|
5/1/2026 |
| Arlington Capital Management, Inc. |
2026 Q1
|
5/1/2026 |
| Riverview Trust Co |
2026 Q1
|
5/1/2026 |
| Heronetta Management, L.P. |
2026 Q1
|
5/1/2026 |
| Blume Capital Management, Inc. |
2026 Q1
|
5/1/2026 |
| DUMAC, INC. |
2026 Q1
|
5/1/2026 |
| Wildcat Capital Management, LLC |
2026 Q1
|
5/1/2026 |
| FDx Advisors, Inc. |
2026 Q1
|
5/1/2026 |
| Spectrum Financial Alliance Ltd LLC |
2026 Q1
|
5/1/2026 |
| Arizona State Retirement System |
2026 Q1
|
5/1/2026 |
| IDG-Accel China Capital II Associates L.P. |
2026 Q1
|
5/1/2026 |
| Vantage Investment Partners, LLC |
2026 Q1
|
5/1/2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2026 Q1
|
5/1/2026 |
| Smart Portfolios, LLC |
2026 Q1
|
5/1/2026 |
| Carnegie Investment Counsel |
2026 Q1
|
5/1/2026 |
| Pacific Life Fund Advisors LLC |
2026 Q1
|
5/1/2026 |
| Supplemental Annuity Collective Trust of NJ |
2026 Q1
|
5/1/2026 |
| Van Cleef Asset Management,Inc |
2026 Q1
|
5/1/2026 |
| Ativo Capital Management LLC |
2026 Q1
|
5/1/2026 |
| VALINOR MANAGEMENT, L.P. |
2026 Q1
|
5/1/2026 |
| Valmark Advisers, Inc. |
2026 Q1
|
5/1/2026 |
| Phocas Financial Corp. |
2026 Q1
|
5/1/2026 |
| Forvis Mazars Wealth Advisors, LLC |
2026 Q1
|
5/1/2026 |
| Advisors Capital Management, LLC |
2026 Q1
|
5/1/2026 |
| SFE Investment Counsel |
2026 Q1
|
5/1/2026 |
| Hills Bank & Trust Co |
2026 Q1
|
5/1/2026 |
| CULLINAN ASSOCIATES INC |
2026 Q1
|
5/1/2026 |
| SAWGRASS ASSET MANAGEMENT LLC |
2026 Q1
|
5/1/2026 |
| MARKEL GROUP INC. |
2026 Q1
|
5/1/2026 |
| CAPITAL CITY TRUST CO/FL |
2026 Q1
|
5/1/2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2026 Q1
|
5/1/2026 |
| First Fiduciary Investment Counsel, Inc. |
2026 Q1
|
5/1/2026 |
| HANTZ FINANCIAL SERVICES, INC. |
2026 Q1
|
5/1/2026 |