| 10 Aug 2026 | DUTCH ASSET Corp | Institutional manager | 30 Jun 2026 | 8.43K | $2.44M* | 30 Jun 2026 |
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| 10 Aug 2026 | ADVISORTRUST PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 31.27K | $9.05M* | 30 Jun 2026 |
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| 10 Aug 2026 | Dala Group, LLC | Institutional manager | 30 Jun 2026 | 6.47K | $1.87M* | 30 Jun 2026 |
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| 10 Aug 2026 | Kentucky Farm Bureau Mutual Insurance Co | Institutional manager | 30 Jun 2026 | 53.60K | $15.51M* | 30 Jun 2026 |
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| 10 Aug 2026 | LANGLEY WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 8.66K | $2.51M* | 30 Jun 2026 |
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| 10 Aug 2026 | TriCert Investment Counsel Inc. | Institutional manager | 30 Jun 2026 | 58.37K | $16.89M* | 30 Jun 2026 |
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| 10 Aug 2026 | KING LUTHER CAPITAL MANAGEMENT CORP | Institutional manager | 30 Jun 2026 | 5.52M | $1.60B* | 30 Jun 2026 |
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| 10 Aug 2026 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | Institutional manager | 30 Jun 2026 | 430.00 | $124.42K* | 30 Jun 2026 |
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| 10 Aug 2026 | HOWE & RUSLING INC | Institutional manager | 30 Jun 2026 | 167.60K | $48.50M* | 30 Jun 2026 |
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| 10 Aug 2026 | PLANNING DIRECTIONS INC | Institutional manager | 30 Jun 2026 | 33.86K | $9.80M* | 30 Jun 2026 |
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| 10 Aug 2026 | CALTON & ASSOCIATES, INC. | Institutional manager | 30 Jun 2026 | 51.72K | $14.96M* | 30 Jun 2026 |
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| 10 Aug 2026 | MONETTA FINANCIAL SERVICES INC | Institutional manager | 30 Jun 2026 | 18.00K | $5.21M* | 30 Jun 2026 |
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| 10 Aug 2026 | TOCQUEVILLE ASSET MANAGEMENT L.P. | Institutional manager | 30 Jun 2026 | 583.72K | $168.91M* | 30 Jun 2026 |
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| 10 Aug 2026 | MIDDLETON & CO INC/MA | Institutional manager | 30 Jun 2026 | 220.28K | $63.74M* | 30 Jun 2026 |
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| 10 Aug 2026 | SSI INVESTMENT MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 10.66K | $3.08M* | 30 Jun 2026 |
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| 10 Aug 2026 | Pacific Sun Financial Corp | Institutional manager | 30 Jun 2026 | 41.66K | $12.06M* | 30 Jun 2026 |
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| 10 Aug 2026 | AGF MANAGEMENT LTD | Institutional manager | 30 Jun 2026 | 316.86K | $91.69M* | 30 Jun 2026 |
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| 10 Aug 2026 | GREAT LAKES ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 1.68M | $484.99M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | INTECH INVESTMENT MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 1.55M | $449.84M* | 30 Jun 2026 |
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| 10 Aug 2026 | Allianz SE | Institutional manager | 30 Jun 2026 | 567.53K | $164.22M* | 30 Jun 2026 |
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| 10 Aug 2026 | REGIONS FINANCIAL CORP | Institutional manager | 30 Jun 2026 | 1.64M | $473.21M* | 30 Jun 2026 |
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| 10 Aug 2026 | Sustainable Growth Advisers, LP | Institutional manager | 30 Jun 2026 | 1.75M | $505.62M* | 30 Jun 2026 |
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| 10 Aug 2026 | Hills Bank & Trust Co | Institutional manager | 30 Jun 2026 | 124.98K | $36.17M* | 30 Jun 2026 |
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| 10 Aug 2026 | REIK & CO., LLC | Institutional manager | 30 Jun 2026 | 16.85K | $4.88M* | 30 Jun 2026 |
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| 10 Aug 2026 | Vision Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 223.38K | $64.64M* | 30 Jun 2026 |
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| 10 Aug 2026 | Johnson Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 208.84K | $60.43M* | 30 Jun 2026 |
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| 10 Aug 2026 | Skandinaviska Enskilda Banken AB (publ) | Institutional manager | 30 Jun 2026 | 564.59K | $163.37M* | 30 Jun 2026 |
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| 10 Aug 2026 | Freedom Investment Management, Inc. | Institutional manager | 30 Jun 2026 | 8.99K | $2.60M* | 30 Jun 2026 |
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| 10 Aug 2026 | EDMOND DE ROTHSCHILD HOLDING S.A. | Institutional manager | 30 Jun 2026 | 296.60K | $85.83M* | 30 Jun 2026 |
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| 10 Aug 2026 | Francis Financial, Inc. | Institutional manager | 30 Jun 2026 | 24.27K | $7.02M* | 30 Jun 2026 |
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| 10 Aug 2026 | Addison Advisors LLC | Institutional manager | 30 Jun 2026 | 5.93K | $1.71M* | 30 Jun 2026 |
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| 10 Aug 2026 | LGT Group Foundation | Institutional manager | 30 Jun 2026 | 1.78M | $513.82M* | 30 Jun 2026 |
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| 10 Aug 2026 | MRP Capital Investments, LLC | Institutional manager | 30 Jun 2026 | 11.85K | $3.43M* | 30 Jun 2026 |
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| 10 Aug 2026 | STEVENS CAPITAL PARTNERS | Institutional manager | 30 Jun 2026 | 23.94K | $6.93M* | 30 Jun 2026 |
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| 10 Aug 2026 | UPTICK PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 28.15K | $8.14M* | 30 Jun 2026 |
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| 10 Aug 2026 | WealthCollab, LLC | Institutional manager | 30 Jun 2026 | 13.28K | $3.84M* | 30 Jun 2026 |
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| 10 Aug 2026 | GLENMEDE TRUST CO NA | Institutional manager | 30 Jun 2026 | 3.40M | $985.23M* | 30 Jun 2026 |
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| 10 Aug 2026 | DANSKE BANK A/S | Institutional manager | 30 Jun 2026 | 11.07M | $3.20B* | 30 Jun 2026 |
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| 10 Aug 2026 | NatWest Group plc | Institutional manager | 30 Jun 2026 | 156.51K | $45.29M* | 30 Jun 2026 |
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| 10 Aug 2026 | NATIONAL BANK OF CANADA /FI/ | Institutional manager | 30 Jun 2026 | 12.87M | $3.72B* | 30 Jun 2026 |
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| 10 Aug 2026 | NISA INVESTMENT ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 3.85M | $1.11B* | 30 Jun 2026 |
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| 10 Aug 2026 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | Institutional manager | 30 Jun 2026 | 12.33K | $3.57M* | 30 Jun 2026 |
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| 10 Aug 2026 | HUTCHINSON CAPITAL MANAGEMENT/CA | Institutional manager | 30 Jun 2026 | 120.62K | $34.90M* | 30 Jun 2026 |
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| 10 Aug 2026 | PHILADELPHIA TRUST CO | Institutional manager | 30 Jun 2026 | 253.88K | $73.46M* | 30 Jun 2026 |
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| 10 Aug 2026 | Madison Asset Management, LLC | Institutional manager | 30 Jun 2026 | 200.93K | $58.14M* | 30 Jun 2026 |
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| 10 Aug 2026 | Essex Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 320.43K | $92.72M* | 30 Jun 2026 |
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| 10 Aug 2026 | BOK Financial Private Wealth, Inc. | Institutional manager | 30 Jun 2026 | 56.62K | $16.38M* | 30 Jun 2026 |
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| 10 Aug 2026 | LOCUST WOOD CAPITAL ADVISERS, LLC | Institutional manager | 30 Jun 2026 | 479.15K | $138.65M* | 30 Jun 2026 |
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| 10 Aug 2026 | Bank Julius Baer & Co. Ltd, Zurich | Institutional manager | 30 Jun 2026 | 5.67M | $1.64B* | 30 Jun 2026 |
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| 10 Aug 2026 | West Family Investments, Inc. | Institutional manager | 30 Jun 2026 | 44.34K | $12.83M* | 30 Jun 2026 |
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| 10 Aug 2026 | FLOSSBACH VON STORCH SE | Institutional manager | 30 Jun 2026 | 3.21M | $930.18M* | 30 Jun 2026 |
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| 10 Aug 2026 | Arax Advisory Partners | Institutional manager | 30 Jun 2026 | 1.39M | $402.77M* | 30 Jun 2026 |
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| 10 Aug 2026 | RiverGlades Family Offices LLC | Institutional manager | 30 Jun 2026 | 11.09K | $3.21M* | 30 Jun 2026 |
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| 10 Aug 2026 | Hurley Capital, LLC | Institutional manager | 30 Jun 2026 | 8.37K | $2.42M* | 30 Jun 2026 |
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| 10 Aug 2026 | Fiduciary Group, LLC | Institutional manager | 30 Jun 2026 | 224.98K | $65.10M* | 30 Jun 2026 |
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| 10 Aug 2026 | Tredje AP-fonden | Institutional manager | 30 Jun 2026 | 4.77M | $1.38B* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Turim 21 Investimentos Ltda. | Institutional manager | 30 Jun 2026 | 6.97K | $2.02M* | 30 Jun 2026 |
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| 10 Aug 2026 | DURANTE & WATERS, LLC | Institutional manager | 30 Jun 2026 | 5.55K | $1.61M* | 30 Jun 2026 |
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| 10 Aug 2026 | TPG Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 20.55K | $5.95M* | 30 Jun 2026 |
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| 10 Aug 2026 | Geneva Partners, LLC | Institutional manager | 30 Jun 2026 | 1.70K | $490.47K* | 30 Jun 2026 |
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| 10 Aug 2026 | Measured Wealth Private Client Group, LLC | Institutional manager | 30 Jun 2026 | 20.89K | $6.04M* | 30 Jun 2026 |
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| 10 Aug 2026 | Bell & Brown Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 62.13K | $17.98M* | 30 Jun 2026 |
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| 10 Aug 2026 | First Command Advisory Services, Inc. | Institutional manager | 30 Jun 2026 | 45.36K | $13.12M* | 30 Jun 2026 |
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| 10 Aug 2026 | Eldridge Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 23.04K | $6.67M* | 30 Jun 2026 |
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| 10 Aug 2026 | Ironvine Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 22.94K | $6.64M* | 30 Jun 2026 |
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| 10 Aug 2026 | Portfolio Strategies, Inc. | Institutional manager | 30 Jun 2026 | 14.13K | $4.09M* | 30 Jun 2026 |
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| 10 Aug 2026 | Bonfire Financial | Institutional manager | 30 Jun 2026 | 10.65K | $3.08M* | 30 Jun 2026 |
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| 10 Aug 2026 | CM WEALTH ADVISORS LLC | Institutional manager | 30 Jun 2026 | 41.10K | $11.89M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | MMBG INVESTMENT ADVISORS CO. | Institutional manager | 30 Jun 2026 | 421.07K | $121.84M* | 30 Jun 2026 |
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| 10 Aug 2026 | Knuff & Co LLC | Institutional manager | 30 Jun 2026 | 161.77K | $46.81M* | 30 Jun 2026 |
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| 10 Aug 2026 | LAKE STREET PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 154.77K | $44.78M* | 30 Jun 2026 |
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| 10 Aug 2026 | BI Asset Management Fondsmaeglerselskab A/S | Institutional manager | 30 Jun 2026 | 2.67M | $771.69M* | 30 Jun 2026 |
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| 10 Aug 2026 | tru Independence LLC | Institutional manager | 30 Jun 2026 | 35.42K | $10.25M* | 30 Jun 2026 |
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| 10 Aug 2026 | Crake Asset Management LLP | Institutional manager | 30 Jun 2026 | 890.00K | $257.53M* | 30 Jun 2026 |
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| 10 Aug 2026 | DCF Advisers, LLC | Institutional manager | 30 Jun 2026 | 5.75K | $1.66M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Adams Wealth Management | Institutional manager | 30 Jun 2026 | 9.61K | $2.78M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | 1776 Wealth LLC | Institutional manager | 30 Jun 2026 | 123.71K | $35.80M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Live Oak Investment Partners | Institutional manager | 30 Jun 2026 | 5.45K | $1.58M* | 30 Jun 2026 |
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| 10 Aug 2026 | Bull Oak Capital, LLC | Institutional manager | 30 Jun 2026 | 3.28K | $949.97K* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Tennessee Valley Asset Management Partners | Institutional manager | 30 Jun 2026 | 30.82K | $8.92M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Schiavi & Co LLC | Institutional manager | 30 Jun 2026 | 6.20K | $1.79M* | 30 Jun 2026 |
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| 10 Aug 2026 | McCarthy Asset Management, Inc. | Institutional manager | 30 Jun 2026 | 2.42K | $701.41K* | 30 Jun 2026 |
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| 10 Aug 2026 | Strategic Equity Management | Institutional manager | 30 Jun 2026 | 2.48K | $717.90K* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Goepper Burkhardt LLC | Institutional manager | 30 Jun 2026 | 34.58K | $10.01M* | 30 Jun 2026 |
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| 10 Aug 2026 | Precision Wealth Strategies, LLC | Institutional manager | 30 Jun 2026 | 10.23K | $2.96M* | 30 Jun 2026 |
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| 10 Aug 2026 | Tacita Capital Inc | Institutional manager | 30 Jun 2026 | 5.37K | $1.55M* | 30 Jun 2026 |
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| 10 Aug 2026 | Pacific Wealth Management | Institutional manager | 30 Jun 2026 | 2.16K | $624.73K* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | NORTHCAPE WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 38.64K | $11.18M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | AVAII WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 20.26K | $5.86M* | 30 Jun 2026 |
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| 10 Aug 2026 | WealthCare Investment Partners, LLC | Institutional manager | 30 Jun 2026 | 13.74K | $3.97M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | LGT Fund Management Co Ltd. | Institutional manager | 30 Jun 2026 | 547.90K | $158.54M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Empirical Asset Management, LLC | Institutional manager | 30 Jun 2026 | 71.73K | $20.76M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Balboa Wealth Partners | Institutional manager | 30 Jun 2026 | 72.01K | $20.84M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Drake & Associates, LLC | Institutional manager | 30 Jun 2026 | 15.58K | $4.51M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | WPWealth LLP | Institutional manager | 30 Jun 2026 | 20.82K | $6.02M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Passive Capital Management, LLC. | Institutional manager | 30 Jun 2026 | 7.55K | $2.18M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Cassaday & Co Wealth Management LLC | Institutional manager | 30 Jun 2026 | 212.63K | $61.53M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Richard W. Paul & Associates, LLC | Institutional manager | 30 Jun 2026 | 18.10K | $5.24M* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Destiny Capital Corp/CO | Institutional manager | 30 Jun 2026 | 1.68K | $486.41K* | 30 Jun 2026 |
|---|
| 10 Aug 2026 | Compass Wealth Management LLC | Institutional manager | 30 Jun 2026 | 10.97K | $3.17M* | 30 Jun 2026 |
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