| Luminist Capital LLC |
2026 Q1
|
4/24/2026 |
| American Institute for Advanced Investment Management, LLP |
2026 Q1
|
4/24/2026 |
| Cannon Advisors, Inc. |
2026 Q1
|
4/24/2026 |
| Emerald Advisors, LLC |
2026 Q1
|
4/24/2026 |
| Royal Harbor Partners, LLC |
2026 Q1
|
4/24/2026 |
| Key FInancial Inc |
2026 Q1
|
4/24/2026 |
| BELLEVUE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
| GPM Growth Investors, Inc. |
2026 Q1
|
4/24/2026 |
| Physician Wealth Advisors, Inc. |
2026 Q1
|
4/24/2026 |
| Bull Street Advisors, LLC |
2026 Q1
|
4/24/2026 |
| hemming& Wealth Management, Inc. |
2026 Q1
|
4/24/2026 |
| Jacobsen Capital Management |
2026 Q1
|
4/24/2026 |
| Legend Financial Advisors, Inc. |
2026 Q1
|
4/24/2026 |
| ERn Financial, LLC |
2026 Q1
|
4/24/2026 |
| Clarity Wealth Advisors, LLC |
2026 Q1
|
4/24/2026 |
| Keystone Global Partners, LLC |
2026 Q1
|
4/24/2026 |
| Severin Investments, LLC |
2026 Q1
|
4/24/2026 |
| Canton Hathaway, LLC |
2026 Q1
|
4/24/2026 |
| North Growth Management Ltd. |
2026 Q1
|
4/24/2026 |
| Chicago Capital, LLC |
2026 Q1
|
4/24/2026 |
| Pinion Investment Advisors, LLC |
2026 Q1
|
4/24/2026 |
| Stokes Capital Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/24/2026 |
| Alaska Wealth Advisors, LLC |
2026 Q1
|
4/24/2026 |
| Kendall Capital Management |
2026 Q1
|
4/24/2026 |
| MILFAM LLC |
2026 Q1
|
4/24/2026 |
| Wagner Wealth Management, LLC |
2026 Q1
|
4/24/2026 |
| Slow Capital, Inc. |
2026 Q1
|
4/24/2026 |
| Vest Financial, LLC |
2026 Q1
|
4/24/2026 |
| Franklin, Parlapiano, Turner & Welch, LLC |
2026 Q1
|
4/24/2026 |
| Black Swift Group, LLC |
2026 Q1
|
4/24/2026 |
| IFM Investors Pty Ltd |
2026 Q1
|
4/24/2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. |
2026 Q1
|
4/24/2026 |
| ELCO Management Co., LLC |
2026 Q1
|
4/24/2026 |
| Cornerstone Wealth Management, LLC |
2026 Q1
|
4/24/2026 |
| Capital Asset Advisory Services LLC |
2026 Q1
|
4/24/2026 |
| Ninety One North America, Inc. |
2026 Q1
|
4/24/2026 |
| Patten Group, Inc. |
2026 Q1
|
4/24/2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2026 Q1
|
4/24/2026 |
| Alken Asset Management Ltd |
2026 Q1
|
4/24/2026 |
| Muzinich & Co., Inc. |
2026 Q1
|
4/24/2026 |
| MAGNOLIA GROUP, LLC |
2026 Q1
|
4/24/2026 |
| Triad Investment Management |
2026 Q1
|
4/24/2026 |
| RKL Wealth Management LLC |
2026 Q1
|
4/24/2026 |
| Bishop & Co Investment Management, LLC |
2026 Q1
|
4/24/2026 |
| CHICAGO TRUST Co NA |
2026 Q1
|
4/24/2026 |
| Tarbox Family Office, Inc. |
2026 Q1
|
4/24/2026 |
| Trust Investment Advisors |
2026 Q1
|
4/24/2026 |
| Retirement Systems of Alabama |
2026 Q1
|
4/24/2026 |
| Trinity Street Asset Management LLP |
2026 Q1
|
4/24/2026 |
| Oakworth Capital, Inc. |
2026 Q1
|
4/24/2026 |
| USS Investment Management Ltd |
2026 Q1
|
4/24/2026 |
| Balentine LLC |
2026 Q1
|
4/24/2026 |
| Saxony Capital Management, LLC |
2026 Q1
|
4/24/2026 |
| TCFG WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
| Harrison Street Private Wealth LLC |
2026 Q1
|
4/24/2026 |
| Peregrine Asset Advisers, Inc. |
2026 Q1
|
4/24/2026 |
| Boston Trust Walden Corp |
2026 Q1
|
4/24/2026 |
| Reliant Investment Management, LLC |
2026 Q1
|
4/24/2026 |
| Ninety One SA (PTY) Ltd |
2026 Q1
|
4/24/2026 |
| Lindsell Train Ltd |
2026 Q1
|
4/24/2026 |
| Randolph Co Inc |
2026 Q1
|
4/24/2026 |
| Lubar & Co., Inc |
2026 Q1
|
4/24/2026 |
| Narwhal Capital Management |
2026 Q1
|
4/24/2026 |
| JCSD Capital, LLC |
2026 Q1
|
4/24/2026 |
| Argent Advisors, Inc. |
2026 Q1
|
4/24/2026 |
| Alaska Permanent Capital Management, LLC |
2026 Q1
|
4/24/2026 |
| Ninety One UK Ltd |
2026 Q1
|
4/24/2026 |
| Vision Capital Management, Inc. |
2026 Q1
|
4/24/2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2026 Q1
|
4/24/2026 |
| Marquette Asset Management, LLC |
2026 Q1
|
4/24/2026 |
| SHAH CAPITAL MANAGEMENT |
2026 Q1
|
4/24/2026 |
| VISION FINANCIAL MARKETS LLC |
2026 Q1
|
4/24/2026 |
| SOL Capital Management CO |
2026 Q1
|
4/24/2026 |
| TSP Capital Management Group, LLC |
2026 Q1
|
4/24/2026 |
| Essex Financial Services, Inc. |
2026 Q1
|
4/24/2026 |
| Ledyard National Bank |
2026 Q1
|
4/24/2026 |
| CHELSEA COUNSEL CO |
2026 Q1
|
4/24/2026 |
| AMERICAN NATIONAL BANK & TRUST |
2026 Q1
|
4/24/2026 |
| DELTEC ASSET MANAGEMENT LLC |
2026 Q1
|
4/24/2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. |
2026 Q1
|
4/24/2026 |
| Conestoga Capital Advisors, LLC |
2026 Q1
|
4/24/2026 |
| Family Capital Trust Co |
2026 Q1
|
4/24/2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q1
|
4/24/2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2026 Q1
|
4/24/2026 |
| KEYBANK NATIONAL ASSOCIATION/OH |
2026 Q1
|
4/24/2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2026 Q1
|
4/24/2026 |
| Advanced Asset Management Advisors Inc |
2026 Q1
|
4/24/2026 |
| Palouse Capital Management, Inc. |
2026 Q1
|
4/24/2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2026 Q1
|
4/24/2026 |
| PZENA INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/24/2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q1
|
4/24/2026 |
| DEPRINCE RACE & ZOLLO INC |
2026 Q1
|
4/24/2026 |
| BENDER ROBERT & ASSOCIATES |
2026 Q1
|
4/23/2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q1
|
4/23/2026 |
| PERKINS CAPITAL MANAGEMENT INC |
2026 Q1
|
4/23/2026 |
| WENDELL DAVID ASSOCIATES INC |
2026 Q1
|
4/23/2026 |
| MANCHESTER FINANCIAL INC |
2026 Q1
|
4/23/2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/23/2026 |
| Unify Financial Advisors |
2026 Q1
|
4/23/2026 |
| KRM WEALTH MANAGEMENT L.L.C. |
2026 Q1
|
4/23/2026 |