| 11 Aug 2026 | BURR FINANCIAL SERVICES, LLC | Institutional manager | 30 Jun 2026 | 7.00K | $2.02M* | 30 Jun 2026 |
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| 11 Aug 2026 | Financial Alternatives, Inc | Institutional manager | 30 Jun 2026 | 11.74K | $3.40M* | 30 Jun 2026 |
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| 11 Aug 2026 | SACHEM HILL LLC | Institutional manager | 30 Jun 2026 | 1.48K | $429.41K* | 30 Jun 2026 |
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| 11 Aug 2026 | GLOBALT Investments LLC / GA | Institutional manager | 30 Jun 2026 | 125.60K | $36.34M* | 30 Jun 2026 |
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| 11 Aug 2026 | Taylor Hoffman Capital Management LLC | Institutional manager | 30 Jun 2026 | 90.40K | $26.16M* | 30 Jun 2026 |
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| 11 Aug 2026 | Safe Harbor Family Capital, LLC | Institutional manager | 30 Jun 2026 | 3.59K | $1.04M* | 30 Jun 2026 |
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| 11 Aug 2026 | August Group Capital Ltd | Institutional manager | 30 Jun 2026 | 15.36K | $4.44M* | 30 Jun 2026 |
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| 11 Aug 2026 | Arsenal Capital Advisors LLC | Institutional manager | 30 Jun 2026 | 32.25K | $9.33M* | 30 Jun 2026 |
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| 11 Aug 2026 | PCM Encore, LLC | Institutional manager | 30 Jun 2026 | 87.45K | $25.31M* | 30 Jun 2026 |
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| 11 Aug 2026 | Platform Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 103.47K | $29.94M* | 30 Jun 2026 |
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| 11 Aug 2026 | Integrated Wealth Management | Institutional manager | 30 Jun 2026 | 7.87K | $2.28M* | 30 Jun 2026 |
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| 11 Aug 2026 | Dedeker Financial LLC | Institutional manager | 30 Jun 2026 | 3.42K | $989.61K* | 30 Jun 2026 |
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| 11 Aug 2026 | Carolina Wealth Management Inc | Institutional manager | 30 Jun 2026 | 5.94K | $1.72M* | 30 Jun 2026 |
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| 11 Aug 2026 | First Financial Bankshares Inc | Institutional manager | 30 Jun 2026 | 736.56K | $213.13M* | 30 Jun 2026 |
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| 11 Aug 2026 | TRILLIUM ASSET MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 521.84K | $151.00M* | 30 Jun 2026 |
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| 11 Aug 2026 | PUZO MICHAEL J | Institutional manager | 30 Jun 2026 | 70.29K | $20.34M* | 30 Jun 2026 |
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| 11 Aug 2026 | FIRST TRUST ADVISORS LP | Institutional manager | 30 Jun 2026 | 5.83M | $1.69B* | 30 Jun 2026 |
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| 11 Aug 2026 | FCA CORP /TX | Institutional manager | 30 Jun 2026 | 20.35K | $5.89M* | 30 Jun 2026 |
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| 11 Aug 2026 | SOMERVILLE KURT F | Institutional manager | 30 Jun 2026 | 73.40K | $21.24M* | 30 Jun 2026 |
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| 11 Aug 2026 | OVERSEA-CHINESE BANKING Corp Ltd | Institutional manager | 30 Jun 2026 | 407.08K | $117.79M* | 30 Jun 2026 |
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| 11 Aug 2026 | Broderick Brian C | Institutional manager | 30 Jun 2026 | 117.05K | $33.87M* | 30 Jun 2026 |
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| 11 Aug 2026 | Amundi | Institutional manager | 30 Jun 2026 | 70.76M | $20.47B* | 30 Jun 2026 |
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| 11 Aug 2026 | BANK OF NOVA SCOTIA TRUST CO | Institutional manager | 30 Jun 2026 | 71.26K | $20.62M* | 30 Jun 2026 |
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| 11 Aug 2026 | WBI INVESTMENTS, LLC | Institutional manager | 30 Jun 2026 | 10.46K | $3.03M* | 30 Jun 2026 |
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| 11 Aug 2026 | EXCHANGE TRADED CONCEPTS, LLC | Institutional manager | 30 Jun 2026 | 770.79K | $223.04M* | 30 Jun 2026 |
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| 11 Aug 2026 | TCTC Holdings, LLC | Institutional manager | 30 Jun 2026 | 305.32K | $88.35M* | 30 Jun 2026 |
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| 11 Aug 2026 | Richmond Brothers, Inc. | Institutional manager | 30 Jun 2026 | 31.20K | $9.03M* | 30 Jun 2026 |
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| 11 Aug 2026 | Allworth Financial LP | Institutional manager | 30 Jun 2026 | 1.77M | $511.40M* | 30 Jun 2026 |
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| 11 Aug 2026 | VIRTUS ADVISERS, LLC | Institutional manager | 30 Jun 2026 | 11.78K | $3.41M* | 30 Jun 2026 |
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| 11 Aug 2026 | Notis-McConarty Edward | Institutional manager | 30 Jun 2026 | 41.72K | $12.07M* | 30 Jun 2026 |
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| 11 Aug 2026 | Advisors Preferred, LLC | Institutional manager | 30 Jun 2026 | 31.78K | $9.19M* | 30 Jun 2026 |
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| 11 Aug 2026 | Select Asset Management & Trust | Institutional manager | 30 Jun 2026 | 31.83K | $9.21M* | 30 Jun 2026 |
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| 11 Aug 2026 | MITCHELL MCLEOD PUGH & WILLIAMS INC | Institutional manager | 30 Jun 2026 | 126.53K | $36.61M* | 30 Jun 2026 |
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| 11 Aug 2026 | Phoenix Financial Ltd. | Institutional manager | 30 Jun 2026 | 695.04K | $201.12M* | 30 Jun 2026 |
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| 11 Aug 2026 | Glenview Trust Co | Institutional manager | 30 Jun 2026 | 1.10M | $318.66M* | 30 Jun 2026 |
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| 11 Aug 2026 | Ceredex Value Advisors LLC | Institutional manager | 30 Jun 2026 | 215.31K | $62.30M* | 30 Jun 2026 |
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| 11 Aug 2026 | Silvant Capital Management LLC | Institutional manager | 30 Jun 2026 | 470.18K | $136.05M* | 30 Jun 2026 |
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| 11 Aug 2026 | IEQ CAPITAL, LLC | Institutional manager | 30 Jun 2026 | 2.31M | $669.46M* | 30 Jun 2026 |
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| 11 Aug 2026 | B. Metzler seel. Sohn & Co. AG | Institutional manager | 30 Jun 2026 | 2.46M | $711.70M* | 30 Jun 2026 |
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| 11 Aug 2026 | NFJ INVESTMENT GROUP, LLC | Institutional manager | 30 Jun 2026 | 315.56K | $91.31M* | 30 Jun 2026 |
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| 11 Aug 2026 | Nuveen, LLC | Institutional manager | 30 Jun 2026 | 74.87M | $21.67B* | 30 Jun 2026 |
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| 11 Aug 2026 | Horizon Family Wealth, Inc. | Institutional manager | 30 Jun 2026 | 7.07K | $2.05M* | 30 Jun 2026 |
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| 11 Aug 2026 | Hershey Financial Advisers, LLC | Institutional manager | 30 Jun 2026 | 778.00 | $225.12K* | 30 Jun 2026 |
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| 11 Aug 2026 | MSH Capital Advisors LLC | Institutional manager | 30 Jun 2026 | 182.68K | $52.86M* | 30 Jun 2026 |
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| 11 Aug 2026 | DIMENSIONAL FUND ADVISORS LP | Institutional manager | 30 Jun 2026 | 59.50M | $17.22B* | 30 Jun 2026 |
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| 11 Aug 2026 | Atlantic Union Bankshares Corp | Institutional manager | 30 Jun 2026 | 881.51K | $255.07M* | 30 Jun 2026 |
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| 11 Aug 2026 | BLAIR WILLIAM & CO/IL | Institutional manager | 30 Jun 2026 | 5.73M | $1.66B* | 30 Jun 2026 |
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| 11 Aug 2026 | Provident Investment Management, Inc. | Institutional manager | 30 Jun 2026 | 102.22K | $29.58M* | 30 Jun 2026 |
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| 11 Aug 2026 | EAGLE HARBOR ASSET MANAGEMENT INC /ADV | Institutional manager | 30 Jun 2026 | 14.24K | $4.12M* | 30 Jun 2026 |
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| 11 Aug 2026 | C M BIDWELL & ASSOCIATES LTD | Institutional manager | 30 Jun 2026 | 8.66K | $2.51M* | 30 Jun 2026 |
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| 11 Aug 2026 | PIN OAK INVESTMENT ADVISORS INC | Institutional manager | 30 Jun 2026 | 27.63K | $7.99M* | 30 Jun 2026 |
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| 11 Aug 2026 | STALEY CAPITAL ADVISERS INC | Institutional manager | 30 Jun 2026 | 148.86K | $43.07M* | 30 Jun 2026 |
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| 11 Aug 2026 | PRINCETON CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 132.06K | $38.21M* | 30 Jun 2026 |
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| 11 Aug 2026 | Lafayette Investments, Inc. | Institutional manager | 30 Jun 2026 | 53.41K | $15.46M* | 30 Jun 2026 |
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| 11 Aug 2026 | BBR PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 194.15K | $56.18M* | 30 Jun 2026 |
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| 11 Aug 2026 | DNB Asset Management AS | Institutional manager | 30 Jun 2026 | 4.81M | $1.39B* | 30 Jun 2026 |
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| 11 Aug 2026 | Accuvest Global Advisors | Institutional manager | 30 Jun 2026 | 18.67K | $5.40M* | 30 Jun 2026 |
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| 11 Aug 2026 | Tower Research Capital LLC (TRC) | Institutional manager | 30 Jun 2026 | 269.88K | $78.09M* | 30 Jun 2026 |
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| 11 Aug 2026 | Vestcor Inc | Institutional manager | 30 Jun 2026 | 360.93K | $104.44M* | 30 Jun 2026 |
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| 11 Aug 2026 | South Dakota Investment Council | Institutional manager | 30 Jun 2026 | 744.95K | $215.56M* | 30 Jun 2026 |
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| 11 Aug 2026 | 1492 Capital Management LLC | Institutional manager | 30 Jun 2026 | 1.15K | $333.92K* | 30 Jun 2026 |
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| 11 Aug 2026 | Chicago Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 13.69K | $3.96M* | 30 Jun 2026 |
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| 11 Aug 2026 | CLEAR INVESTMENT RESEARCH, LLC | Institutional manager | 30 Jun 2026 | 6.70K | $1.94M* | 30 Jun 2026 |
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| 11 Aug 2026 | Summit Trail Advisors, LLC | Institutional manager | 30 Jun 2026 | 718.26K | $207.84M* | 30 Jun 2026 |
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| 11 Aug 2026 | Jordan Park Group LLC | Institutional manager | 30 Jun 2026 | 7.00K | $2.03M* | 30 Jun 2026 |
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| 11 Aug 2026 | Compass Advisory Group LLC | Institutional manager | 30 Jun 2026 | 14.01K | $4.05M* | 30 Jun 2026 |
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| 11 Aug 2026 | Providence Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 92.03K | $26.63M* | 30 Jun 2026 |
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| 11 Aug 2026 | Independent Family Office, LLC | Institutional manager | 30 Jun 2026 | 8.96K | $2.59M* | 30 Jun 2026 |
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| 11 Aug 2026 | Sargent Investment Group, LLC | Institutional manager | 30 Jun 2026 | 181.41K | $52.49M* | 30 Jun 2026 |
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| 11 Aug 2026 | WEALTH ALLIANCE, LLC | Institutional manager | 30 Jun 2026 | 371.63K | $107.53M* | 30 Jun 2026 |
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| 11 Aug 2026 | Laidlaw Wealth Management LLC | Institutional manager | 30 Jun 2026 | 7.60K | $2.20M* | 30 Jun 2026 |
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| 11 Aug 2026 | Verde Capital Management | Institutional manager | 30 Jun 2026 | 15.74K | $4.56M* | 30 Jun 2026 |
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| 11 Aug 2026 | swisspartners Advisors Ltd | Institutional manager | 30 Jun 2026 | 2.19K | $633.12K* | 30 Jun 2026 |
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| 11 Aug 2026 | Heron Bay Capital Management | Institutional manager | 30 Jun 2026 | 6.81K | $1.97M* | 30 Jun 2026 |
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| 11 Aug 2026 | Navera Investment Management Ltd. | Institutional manager | 30 Jun 2026 | 7.14K | $2.07M* | 30 Jun 2026 |
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| 11 Aug 2026 | WAYCROSS PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 248.62K | $71.94M* | 30 Jun 2026 |
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| 11 Aug 2026 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | Institutional manager | 30 Jun 2026 | 8.99K | $2.60M* | 30 Jun 2026 |
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| 11 Aug 2026 | Private Wealth Asset Management, LLC | Institutional manager | 30 Jun 2026 | 109.64K | $31.72M* | 30 Jun 2026 |
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| 11 Aug 2026 | MARIPAU WEALTH MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 17.10K | $4.95M* | 30 Jun 2026 |
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| 11 Aug 2026 | Alan B Lancz & Associates, Inc. | Institutional manager | 30 Jun 2026 | 35.48K | $10.27M* | 30 Jun 2026 |
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| 11 Aug 2026 | Geometric Wealth Advisors | Institutional manager | 30 Jun 2026 | 17.15K | $4.96M* | 30 Jun 2026 |
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| 11 Aug 2026 | TAGStone Capital, Inc. | Institutional manager | 30 Jun 2026 | 12.95K | $3.75M* | 30 Jun 2026 |
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| 11 Aug 2026 | BlackDiamond Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 27.22K | $7.88M* | 30 Jun 2026 |
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| 11 Aug 2026 | HILL ISLAND FINANCIAL LLC | Institutional manager | 30 Jun 2026 | 19.44K | $5.62M* | 30 Jun 2026 |
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| 11 Aug 2026 | DRAVO BAY LLC | Institutional manager | 30 Jun 2026 | 3.04K | $880.23K* | 30 Jun 2026 |
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| 11 Aug 2026 | G2 CAPITAL MANAGEMENT, LLC / OH | Institutional manager | 30 Jun 2026 | 39.40K | $11.40M* | 30 Jun 2026 |
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| 11 Aug 2026 | Strengthening Families & Communities, LLC | Institutional manager | 30 Jun 2026 | 56.12K | $16.24M* | 30 Jun 2026 |
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| 11 Aug 2026 | Jessup Wealth Management, Inc | Institutional manager | 30 Jun 2026 | 88.83K | $25.70M* | 30 Jun 2026 |
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| 11 Aug 2026 | Alpha Financial Partners LLC | Institutional manager | 30 Jun 2026 | 7.85K | $2.27M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | CONSCIOUS WEALTH INVESTMENTS, LLC | Institutional manager | 30 Jun 2026 | 17.95K | $5.19M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | WHI TRUST Co LLC | Institutional manager | 30 Jun 2026 | 2.48K | $718.19K* | 30 Jun 2026 |
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| 11 Aug 2026 | Expressive Wealth LLC | Institutional manager | 30 Jun 2026 | 6.76K | $1.96M* | 30 Jun 2026 |
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| 11 Aug 2026 | Blue Capital, Inc. | Institutional manager | 30 Jun 2026 | 8.14K | $2.35M* | 30 Jun 2026 |
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| 11 Aug 2026 | Orion Investment Co | Institutional manager | 30 Jun 2026 | 14.35K | $4.15M* | 30 Jun 2026 |
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| 11 Aug 2026 | MUSTICO FINANCIAL GROUP, INC. | Institutional manager | 30 Jun 2026 | 3.48K | $1.01M* | 30 Jun 2026 |
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| 11 Aug 2026 | Goldstone Financial Group, LLC | Institutional manager | 30 Jun 2026 | 61.13K | $17.69M* | 30 Jun 2026 |
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| 11 Aug 2026 | Millstone Evans Group, LLC | Institutional manager | 30 Jun 2026 | 52.69K | $15.25M* | 30 Jun 2026 |
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| 11 Aug 2026 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 8.77K | $2.54M* | 30 Jun 2026 |
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| 11 Aug 2026 | Copley Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 2.13K | $617.78K* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | VestGen Advisors, LLC | Institutional manager | 30 Jun 2026 | 310.98K | $89.99M* | 30 Jun 2026 |
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