| BRIGHTON SECURITIES CORP. |
2026 Q1
|
4/29/2026 |
| MEITAV INVESTMENT HOUSE LTD |
2026 Q1
|
4/29/2026 |
| Penobscot Investment Management Company, Inc. |
2026 Q1
|
4/29/2026 |
| BANK OF STOCKTON |
2026 Q1
|
4/29/2026 |
| MYCIO WEALTH PARTNERS, LLC |
2026 Q1
|
4/29/2026 |
| Mondrian Investment Partners LTD |
2026 Q1
|
4/29/2026 |
| SeaBridge Investment Advisors LLC |
2026 Q1
|
4/29/2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL |
2026 Q1
|
4/29/2026 |
| WATERS PARKERSON & CO., LLC |
2026 Q1
|
4/29/2026 |
| AXIS CAPITAL HOLDINGS LTD |
2026 Q1
|
4/29/2026 |
| DSM CAPITAL PARTNERS LLC |
2026 Q1
|
4/29/2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC |
2026 Q1
|
4/29/2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q4
|
4/29/2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q3
|
4/29/2026 |
| NICHOLS & PRATT ADVISERS LLP /MA |
2026 Q1
|
4/29/2026 |
| FIRST INTERSTATE BANK |
2026 Q1
|
4/29/2026 |
| Family Capital Trust Co |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2026 Q1
|
4/29/2026 |
| STALEY CAPITAL ADVISERS INC |
2026 Q1
|
4/29/2026 |
| MARINO, STRAM & ASSOCIATES LLC |
2026 Q1
|
4/29/2026 |
| WRIGHT INVESTORS SERVICE INC |
2026 Q1
|
4/29/2026 |
| SIGMA INVESTMENT COUNSELORS INC |
2026 Q1
|
4/29/2026 |
| EADS & HEALD WEALTH MANAGEMENT |
2026 Q1
|
4/29/2026 |
| DUNCKER STREETT & CO INC |
2026 Q1
|
4/29/2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/29/2026 |
| PIONEER TRUST BANK N A/OR |
2026 Q1
|
4/29/2026 |
| FISHMAN JAY A LTD/MI |
2026 Q1
|
4/29/2026 |
| LEE DANNER & BASS INC |
2026 Q1
|
4/28/2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
2026 Q1
|
4/28/2026 |
| NBT BANK N A /NY |
2026 Q1
|
4/28/2026 |
| CALIFORNIA FIRST LEASING CORP |
2026 Q1
|
4/28/2026 |
| MOUNT VERNON ASSOCIATES INC /MD/ |
2026 Q1
|
4/28/2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2026 Q1
|
4/28/2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2026 Q1
|
4/28/2026 |
| HOWE & RUSLING INC |
2026 Q1
|
4/28/2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q1
|
4/28/2026 |
| STEPHENS INC /AR/ |
2026 Q1
|
4/28/2026 |
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q1
|
4/28/2026 |
| ALTFEST L J & CO INC |
2026 Q1
|
4/28/2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2026 Q1
|
4/28/2026 |
| Collaborative Fund Advisors, LLC |
2026 Q1
|
4/28/2026 |
| Parrish Capital LLC |
2026 Q1
|
4/28/2026 |
| Parrish Capital LLC |
2025 Q4
|
4/28/2026 |
| GOANNA CAPITAL MANAGEMENT LLC |
2025 Q4
|
4/28/2026 |
| Topor & Co. Korea |
2026 Q1
|
4/28/2026 |
| Rising Stella Capital Pte. Ltd |
2026 Q1
|
4/28/2026 |
| Clear Retirement Advice LLC |
2026 Q1
|
4/28/2026 |
| Titan Investment Management LLC |
2026 Q1
|
4/28/2026 |
| Walser Wealth Management Company, A Ltd Liability Co |
2026 Q1
|
4/28/2026 |
| TritonPoint Partners, LLC |
2026 Q1
|
4/28/2026 |
| CORE WEALTH ADVISORS, LLC |
2026 Q1
|
4/28/2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
2026 Q1
|
4/28/2026 |
| HBE Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Clarity Retirement & Wealth, LLC |
2026 Q1
|
4/28/2026 |
| Investment Advisory Services Group LLC |
2026 Q1
|
4/28/2026 |
| Kepler Cheuvreux (Suisse) SA |
2026 Q1
|
4/28/2026 |
| Paller Financial Services Inc |
2026 Q1
|
4/28/2026 |
| Split Rock Private Trading & Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Farnam Financial LLC |
2026 Q1
|
4/28/2026 |
| Cherokee Insurance Co |
2026 Q1
|
4/28/2026 |
| Ryan Investment Management, Inc. |
2026 Q1
|
4/28/2026 |
| Fischer Financial Services, Inc. |
2026 Q1
|
4/28/2026 |
| Blue Sky Capital Consultants Group, Inc. |
2026 Q1
|
4/28/2026 |
| Brickwood Asset Management LLP |
2026 Q1
|
4/28/2026 |
| Powers Capital, LLC |
2026 Q1
|
4/28/2026 |
| Spurstone Advisory Services, LLC |
2026 Q1
|
4/28/2026 |
| Antonelli Financial Advisors, LLC |
2026 Q1
|
4/28/2026 |
| Bravias Capital Group, LLC |
2026 Q1
|
4/28/2026 |
| Journey Beyond Wealth, LLC |
2026 Q1
|
4/28/2026 |
| FLP Wealth Management, LLC |
2026 Q1 - RESTATEMENT
|
4/28/2026 |
| FLP Wealth Management, LLC |
2025 Q4 - RESTATEMENT
|
4/28/2026 |
| Jacksonville Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Grange Capital, LLC |
2026 Q1
|
4/28/2026 |
| Oriental Harbor Investment Master Fund |
2026 Q1
|
4/28/2026 |
| NOVUS ADVISORS, LLC |
2026 Q1
|
4/28/2026 |
| Ascentis Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Tide Cove Capital Partners LLC |
2026 Q1
|
4/28/2026 |
| Westfuller Advisors, LLC |
2026 Q1
|
4/28/2026 |
| O'Domhnaill Enterprises, Inc. |
2026 Q1
|
4/28/2026 |
| Hobbs Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Columbia Bank |
2026 Q1
|
4/28/2026 |
| Pine Harbor Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Abel Hall, LLC |
2026 Q1
|
4/28/2026 |
| Oceanside Advisors LLC |
2026 Q1
|
4/28/2026 |
| Encompass More Asset Management |
2026 Q1
|
4/28/2026 |
| Winthrop Capital Management, LLC |
2026 Q1
|
4/28/2026 |
| ORBA Wealth Advisors, L.L.C. |
2026 Q1
|
4/28/2026 |
| CAP Partners, LLC |
2026 Q1
|
4/28/2026 |
| Harbour Trust & Investment Management Co |
2026 Q1
|
4/28/2026 |
| Philip James Wealth Mangement, LLC |
2026 Q1
|
4/28/2026 |
| PUREfi Wealth, LLC |
2026 Q1
|
4/28/2026 |
| Red Mountain Financial, LLC |
2026 Q1
|
4/28/2026 |
| Cobblestone Asset Management LLC |
2026 Q1
|
4/28/2026 |
| KINGSWOOD WEALTH ADVISORS, LLC |
2026 Q1
|
4/28/2026 |
| LGT Financial Advisors LLC |
2026 Q1
|
4/28/2026 |
| Core Wealth Management, Inc. |
2026 Q1
|
4/28/2026 |
| B.O.S.S. Retirement Advisors, LLC |
2026 Q1
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2025 Q3 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2025 Q2 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2025 Q1 - RESTATEMENT
|
4/28/2026 |