| Northland Capital Management LLC |
2026 Q1
|
4/21/2026 |
| MFA WEALTH ADVISORS, LLC |
2026 Q1
|
4/21/2026 |
| Venturi Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Armbruster Capital Management, Inc. |
2026 Q1
|
4/21/2026 |
| Grey Ledge Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Econ Financial Services Corp |
2026 Q1
|
4/21/2026 |
| Hosking Partners LLP |
2026 Q1
|
4/21/2026 |
| GFG Capital, LLC |
2026 Q1
|
4/21/2026 |
| Colony Family Offices, LLC |
2026 Q1
|
4/21/2026 |
| Pinnacle Wealth Management Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
| FINANCIAL CONSULATE, INC |
2026 Q1
|
4/21/2026 |
| Newport Asia LLC |
2026 Q1
|
4/21/2026 |
| Employees Provident Fund Board |
2011 Q1
|
4/21/2026 |
| Employees Provident Fund Board |
2011 Q2
|
4/21/2026 |
| Employees Provident Fund Board |
2011 Q3
|
4/21/2026 |
| Employees Provident Fund Board |
2011 Q4
|
4/21/2026 |
| Employees Provident Fund Board |
2012 Q1
|
4/21/2026 |
| Employees Provident Fund Board |
2012 Q2
|
4/21/2026 |
| Employees Provident Fund Board |
2012 Q3
|
4/21/2026 |
| Employees Provident Fund Board |
2012 Q4
|
4/21/2026 |
| E&G Advisors, LP |
2026 Q1
|
4/21/2026 |
| Verity Asset Management, Inc. |
2026 Q1
|
4/21/2026 |
| J2 Capital Management Inc |
2026 Q1
|
4/21/2026 |
| Columbia Asset Management |
2026 Q1
|
4/21/2026 |
| JFS WEALTH ADVISORS, LLC |
2026 Q1
|
4/21/2026 |
| Edge Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| Ramiah Investment Group |
2026 Q1
|
4/21/2026 |
| Donor Advised Charitable Giving, Inc. |
2026 Q1
|
4/21/2026 |
| Berkshire Money Management, Inc. |
2026 Q1
|
4/21/2026 |
| Ground Swell Capital, LLC |
2026 Q1
|
4/21/2026 |
| PATTON ALBERTSON MILLER GROUP, LLC |
2026 Q1
|
4/21/2026 |
| Verus Financial Partners, Inc. |
2026 Q1
|
4/21/2026 |
| Mesirow Financial Investment Management, Inc. |
2026 Q1
|
4/21/2026 |
| LS Investment Advisors, LLC |
2026 Q1
|
4/21/2026 |
| AEGON USA Investment Management, LLC |
2026 Q1
|
4/21/2026 |
| Tanglewood Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| Welch Group, LLC |
2026 Q1
|
4/21/2026 |
| Robeco Institutional Asset Management B.V. |
2026 Q1
|
4/21/2026 |
| Capital Investment Counsel, Inc |
2026 Q1
|
4/21/2026 |
| Fruth Investment Management |
2026 Q1
|
4/21/2026 |
| Guinness Atkinson Asset Management Inc |
2026 Q1
|
4/21/2026 |
| Guinness Asset Management LTD |
2026 Q1
|
4/21/2026 |
| GHP Investment Advisors, Inc. |
2026 Q1
|
4/21/2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. |
2026 Q1
|
4/21/2026 |
| Aull & Monroe Investment Management Corp |
2026 Q1
|
4/21/2026 |
| Penbrook Management LLC |
2026 Q1
|
4/21/2026 |
| Huntleigh Advisors, Inc. |
2026 Q1
|
4/21/2026 |
| Obermeyer Wealth Partners |
2026 Q1
|
4/21/2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q3 - RESTATEMENT
|
4/21/2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q2 - RESTATEMENT
|
4/21/2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q1 - RESTATEMENT
|
4/21/2026 |
| FIRST UNITED BANK & TRUST |
2026 Q1
|
4/21/2026 |
| FOUNDATION RESOURCE MANAGEMENT INC |
2026 Q1
|
4/21/2026 |
| FOSTER & MOTLEY INC |
2026 Q1
|
4/21/2026 |
| HARVEY INVESTMENT CO LLC |
2026 Q1
|
4/21/2026 |
| HENNESSY ADVISORS INC |
2026 Q1
|
4/21/2026 |
| WEDBUSH SECURITIES INC |
2026 Q1
|
4/21/2026 |
| DAVIDSON INVESTMENT ADVISORS |
2026 Q1
|
4/21/2026 |
| TCV Trust & Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| CHATHAM CAPITAL GROUP, INC. |
2026 Q1
|
4/21/2026 |
| PENN DAVIS MCFARLAND INC |
2026 Q1
|
4/21/2026 |
| NORTHEAST INVESTMENT MANAGEMENT |
2026 Q1
|
4/21/2026 |
| MOODY ALDRICH PARTNERS LLC |
2026 Q1
|
4/20/2026 |
| MILLER HOWARD INVESTMENTS INC /NY |
2026 Q1
|
4/20/2026 |
| GODSEY & GIBB, INC |
2026 Q1
|
4/20/2026 |
| DELPHI MANAGEMENT INC /MA/ |
2026 Q1
|
4/20/2026 |
| First Bancorp, Inc /ME/ |
2026 Q1
|
4/20/2026 |
| BENEDICT FINANCIAL ADVISORS INC |
2026 Q1
|
4/20/2026 |
| MEYER HANDELMAN CO |
2026 Q1
|
4/20/2026 |
| LILLY ENDOWMENT INC |
2026 Q1
|
4/20/2026 |
| Northern Lights Advisors, Inc. |
2025 Q4
|
4/20/2026 |
| Strong Retirement Solutions LLC |
2026 Q1
|
4/20/2026 |
| Kastel Capital Advisors, LLC |
2026 Q1
|
4/20/2026 |
| Hilton Head Capital Partners, LLC |
2026 Q1
|
4/20/2026 |
| Chatterton & Associates Inc. |
2026 Q1
|
4/20/2026 |
| Arta Finance Wealth Management LLC |
2026 Q1
|
4/20/2026 |
| OP Asset Management Ltd |
2025 Q3
|
4/20/2026 |
| OP Asset Management Ltd |
2025 Q2
|
4/20/2026 |
| OP Asset Management Ltd |
2025 Q1
|
4/20/2026 |
| OP Asset Management Ltd |
2026 Q1 - NEW HOLDINGS
|
4/20/2026 |
| Aegis Wealth Management, Inc. |
2026 Q1
|
4/20/2026 |
| MTCO Ltd. |
2026 Q1
|
4/20/2026 |
| Payne Capital LLC |
2026 Q1
|
4/20/2026 |
| ICG Advisors, LLC |
2026 Q1
|
4/20/2026 |
| Provenance Wealth Advisors, LLC |
2026 Q1
|
4/20/2026 |
| BRIAN LOW FINANCIAL GROUP, LLC |
2026 Q1
|
4/20/2026 |
| Longview Financial Advisors LLC |
2026 Q1
|
4/20/2026 |
| Golden Reserve Retirement LLC |
2026 Q1
|
4/20/2026 |
| Aspen Capital Management, LLC |
2026 Q1
|
4/20/2026 |
| Parkway Wealth Management Group, LLC |
2026 Q1
|
4/20/2026 |
| Balance Wealth, LLC |
2026 Q1
|
4/20/2026 |
| Thoma Capital Management LLC |
2026 Q1
|
4/20/2026 |
| Morangie Management LLC |
2026 Q1
|
4/20/2026 |
| Holcombe Financial, Inc. |
2026 Q1
|
4/20/2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/20/2026 |
| Factor Wealth Management LTD |
2026 Q1
|
4/20/2026 |
| Haven Capital Group, Inc. |
2026 Q1
|
4/20/2026 |
| Cushing Capital Partners, LLC |
2026 Q1
|
4/20/2026 |
| Strategent Financial, LLC |
2026 Q1
|
4/20/2026 |