| CORTLAND ASSOCIATES INC/MO |
2026 Q1
|
4/30/2026 |
| Swedbank AB |
2026 Q1
|
4/29/2026 |
| HARTLINE INVESTMENT CORP/ |
2026 Q1
|
4/29/2026 |
| BURNEY CO/ |
2026 Q1
|
4/29/2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
| CONNABLE OFFICE INC |
2026 Q1
|
4/29/2026 |
| SPEECE THORSON CAPITAL GROUP INC |
2026 Q1
|
4/29/2026 |
| DELTA CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/29/2026 |
| MIRAE ASSET SECURITIES (USA) INC. |
2026 Q1
|
4/29/2026 |
| SALEM INVESTMENT COUNSELORS INC |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
| MONTAG A & ASSOCIATES INC |
2026 Q1
|
4/29/2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV |
2026 Q1
|
4/29/2026 |
| ROBERT WOOD JOHNSON FOUNDATION |
2026 Q1
|
4/29/2026 |
| Strategic Financial Group, LLC |
2026 Q1
|
4/29/2026 |
| Flatrock Wealth Partners LLC |
2026 Q1
|
4/29/2026 |
| PCB Capital LLC |
2026 Q1
|
4/29/2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2025 Q4
|
4/29/2026 |
| Downshift Financial, LLC |
2026 Q1
|
4/29/2026 |
| McLaughlin Asset Management, Inc. |
2026 Q1
|
4/29/2026 |
| Clearwave Capital, LLC |
2026 Q1
|
4/29/2026 |
| Sunrise Financial Services, LLC |
2026 Q1
|
4/29/2026 |
| LiftPoint Family Wealth Advisors LLC |
2026 Q1
|
4/29/2026 |
| Townsend Financial Planning, LLC |
2026 Q1
|
4/29/2026 |
| Ascent Advisors, LLC |
2026 Q1
|
4/29/2026 |
| BRC-Global BAH Investments Ltd. |
2026 Q1
|
4/29/2026 |
| AGMAN CAPITAL LLC |
2026 Q1
|
4/29/2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
| Odyssey Capital Advisors, Inc. |
2026 Q1
|
4/29/2026 |
| Frankly Finances, LLC |
2026 Q1
|
4/29/2026 |
| Frankly Finances, LLC |
2025 Q4 - RESTATEMENT
|
4/29/2026 |
| Signet Private Wealth LLC |
2026 Q1
|
4/29/2026 |
| Great Hill Capital LLC |
2026 Q1
|
4/29/2026 |
| KERR FINANCIAL PLANNING Corp |
2026 Q1
|
4/29/2026 |
| American Wealth Advisors, LLC |
2026 Q1
|
4/29/2026 |
| Index Technologies Group LLC |
2026 Q1
|
4/29/2026 |
| Northwest Wealth Advisors, LLC |
2026 Q1
|
4/29/2026 |
| FORMULATE FINANCIAL LLC |
2026 Q1
|
4/29/2026 |
| INVESTED ADVISORS |
2026 Q1
|
4/29/2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
| Q Fund Management (Hong Kong) Ltd |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
| Warner Group LLC |
2026 Q1
|
4/29/2026 |
| 11.2 Capital Management, LLC |
2026 Q1
|
4/29/2026 |
| Investment Research Partners LLC |
2026 Q1
|
4/29/2026 |
| Cordoba Advisory Partners LLC |
2026 Q1
|
4/29/2026 |
| Presper Financial Architects, LLC |
2026 Q1
|
4/29/2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2026 Q1
|
4/29/2026 |
| Baer Investment Advisory LLC |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
| Stenger Family Office, LLC |
2026 Q1
|
4/29/2026 |
| Opulen Financial Group LLC |
2026 Q1
|
4/29/2026 |
| Unified Investment Management |
2026 Q1
|
4/29/2026 |
| ArborFi Advisors, LLC |
2026 Q1
|
4/29/2026 |
| Hughes Financial Services, LLC |
2026 Q1
|
4/29/2026 |
| Clare Market Investments LLC |
2026 Q1
|
4/29/2026 |
| Centerpoint Advisory Group |
2026 Q1
|
4/29/2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2026 Q1
|
4/29/2026 |
| CVFG LLC |
2026 Q1
|
4/29/2026 |
| K2 Financial Inc. |
2026 Q1
|
4/29/2026 |
| Carnegie Lake Advisors LLC |
2026 Q1
|
4/29/2026 |
| Proactive Wealth Strategies LLC |
2026 Q1
|
4/29/2026 |
| Police & Firemen's Retirement System of New Jersey |
2026 Q1
|
4/29/2026 |
| Richmond Investment Services, LLC |
2026 Q1
|
4/29/2026 |
| Sagace Wealth Management LLC |
2026 Q1
|
4/29/2026 |
| RAELIPSKIE PARTNERSHIP |
2026 Q1
|
4/29/2026 |
| Koa Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
| American Capital Advisory, LLC |
2026 Q1
|
4/29/2026 |
| GOLDEN ROAD ADVISORS LLC |
2026 Q1
|
4/29/2026 |
| Clear Point Advisors Inc. |
2026 Q1
|
4/29/2026 |
| Evergreen Private Wealth LLC |
2026 Q1
|
4/29/2026 |
| RLH Capital LLC |
2026 Q1
|
4/29/2026 |
| Quantum Portfolio Management LLC |
2026 Q1
|
4/29/2026 |
| Envestnet Portfolio Solutions, Inc. |
2026 Q1
|
4/29/2026 |
| UNICOM Systems, Inc. |
2026 Q1
|
4/29/2026 |
| Rockwood Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
| Frank, Rimerman Advisors LLC |
2026 Q1
|
4/29/2026 |
| OneAscent Investment Solutions LLC |
2026 Q1
|
4/29/2026 |
| LTS Liquid Investments LLC |
2026 Q1
|
4/29/2026 |
| West Tower Group, LLC |
2026 Q1
|
4/29/2026 |
| Atlas Wealth Partners, LLC |
2026 Q1
|
4/29/2026 |
| Walker Financial Services, Inc. |
2026 Q1
|
4/29/2026 |
| Prossimo Advisors, LLC |
2026 Q1
|
4/29/2026 |
| Compass Financial Group, INC/SD |
2026 Q1
|
4/29/2026 |
| Tilson Financial Group, Inc. |
2026 Q1
|
4/29/2026 |
| Kaydan Wealth Management, Inc. |
2026 Q1
|
4/29/2026 |
| David Kennon Inc |
2026 Q1
|
4/29/2026 |
| Fee-Only Financial Planning, L.C. |
2026 Q1
|
4/29/2026 |
| Latko Wealth Management, Ltd. |
2026 Q1
|
4/29/2026 |
| WealthPlan Investment Management, LLC |
2026 Q1
|
4/29/2026 |
| W ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
4/29/2026 |
| Dilation Capital Management LP |
2026 Q1
|
4/29/2026 |
| Montz Harcus Wealth Management LLC |
2026 Q1
|
4/29/2026 |
| Nilsine Partners, LLC |
2026 Q1
|
4/29/2026 |
| AXXCESS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
| Life Planning Partners, Inc |
2026 Q1
|
4/29/2026 |
| Solidarity Wealth, LLC |
2026 Q1
|
4/29/2026 |
| SAXON INTERESTS, INC. |
2026 Q1
|
4/29/2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
| Austin Asset Management Co Inc |
2026 Q1
|
4/29/2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2026 Q1
|
4/29/2026 |
| R Squared Ltd |
2026 Q1
|
4/29/2026 |