| 24 Aug 2026 | Strategic Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 63.96K | $18.51M* | 30 Jun 2026 |
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| 24 Aug 2026 | CYBER HORNET ETFs LLC | Institutional manager | 30 Jun 2026 | 40.00K | $11.57M* | 30 Jun 2026 |
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| 24 Aug 2026 | Vancity Investment Management Ltd | Institutional manager | 30 Jun 2026 | 138.31K | $40.02M* | 30 Jun 2026 |
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| 24 Aug 2026 | Serenity Investment Advisors | Institutional manager | 30 Jun 2026 | 9.14K | $2.65M* | 30 Jun 2026 |
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| 24 Aug 2026 | CARLSON FINANCIAL, INC. | Institutional manager | 31 Mar 2026 | 13.29K | $3.37M* | 31 Mar 2026 |
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| 24 Aug 2026 | CARLSON FINANCIAL, INC. | Institutional manager | 31 Dec 2025 | 13.53K | $3.68M* | 31 Dec 2025 |
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| 24 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 30 Jun 2025 | 528.61K | $108.45M* | 30 Jun 2025 |
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| 21 Aug 2026 | HARVEY CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 97.67K | $28.26M* | 30 Jun 2026 |
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| 21 Aug 2026 | Assenagon Asset Management S.A. | Institutional manager | 30 Jun 2026 | (m) | (m) | (m) |
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| 21 Aug 2026 | Kidder Stephen W | Institutional manager | 30 Jun 2026 | 136.41K | $39.47M* | 30 Jun 2026 |
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| 21 Aug 2026 | Delaney Dennis R | Institutional manager | 30 Jun 2026 | 58.99K | $17.07M* | 30 Jun 2026 |
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| 21 Aug 2026 | Bernard Wealth Management Corp. | Institutional manager | 30 Jun 2026 | 83.45K | $24.15M* | 30 Jun 2026 |
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| 21 Aug 2026 | Envision Financial Transparency, LLC | Institutional manager | 30 Jun 2026 | 4.68K | $1.36M* | 30 Jun 2026 |
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| 21 Aug 2026 | ASHFORD CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 2.90K | $837.70K* | 30 Jun 2026 |
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| 21 Aug 2026 | Kings Path Partners LLC | Institutional manager | 31 Mar 2026 | 1.35K | $343.12K* | 31 Mar 2026 |
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| 21 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 31 Dec 2025 | 547.72K | $148.90M* | 31 Dec 2025 |
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| 21 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 31 Dec 2024 | 534.40K | $133.82M* | 31 Dec 2024 |
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| 21 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 30 Sept 2024 | 523.19K | $121.90M* | 30 Sept 2024 |
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| 21 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 30 Jun 2024 | 525.78K | $113.96M* | 1 Jul 2024 |
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| 21 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 31 Mar 2020 | 434.87K | $110.58M* | 31 Mar 2020 |
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| 20 Aug 2026 | Ridgepath Capital Management LLC | Institutional manager | 30 Jun 2026 | 8.10K | $2.34M* | 30 Jun 2026 |
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| 20 Aug 2026 | Pandowealth. LLC | Institutional manager | 30 Jun 2026 | 1.06K | $308.17K* | 30 Jun 2026 |
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| 20 Aug 2026 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | Institutional manager | 30 Jun 2026 | 637.33K | $184.42M* | 30 Jun 2026 |
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| 20 Aug 2026 | Rehmann Capital Advisory Group | Institutional manager | 30 Jun 2026 | 212.15K | $61.39M* | 30 Jun 2026 |
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| 20 Aug 2026 | Harvest Fund Management Co., Ltd | Institutional manager | 30 Jun 2026 | 612.57K | $177.25M* | 30 Jun 2026 |
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| 20 Aug 2026 | Layline Advisors, LLC | Institutional manager | 30 Jun 2026 | 2.54K | $735.26K* | 30 Jun 2026 |
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| 20 Aug 2026 | Forefront Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 10.97K | $3.18M* | 30 Jun 2026 |
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| 20 Aug 2026 | ATX Financial Planning, LLC | Institutional manager | 30 Jun 2026 | 5.79K | $1.67M* | 30 Jun 2026 |
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| 19 Aug 2026 | CANTOR FITZGERALD, L. P. | Institutional manager | 30 Jun 2026 | (m) | (m) | (m) |
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| 19 Aug 2026 | Sustainable Insight Capital Management, LLC | Institutional manager | 30 Jun 2026 | 84.51K | $24.45M* | 30 Jun 2026 |
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| 19 Aug 2026 | SPX Gestao de Recursos Ltda | Institutional manager | 30 Jun 2026 | 7.80K | $2.26M* | 30 Jun 2026 |
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| 19 Aug 2026 | Archer Investment Corp | Institutional manager | 30 Jun 2026 | (m) | (m) | (m) |
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| 19 Aug 2026 | RESOLUTE WEALTH ADVISOR, INC. | Institutional manager | 30 Jun 2026 | 2.80K | $811.08K* | 30 Jun 2026 |
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| 19 Aug 2026 | MERCER GLOBAL ADVISORS INC /ADV | Institutional manager | 30 Jun 2026 | 6.99M | $2.02B* | 30 Jun 2026 |
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| 19 Aug 2026 | Prosperitas Financial LLC | Institutional manager | 30 Jun 2026 | 50.66K | $14.66M* | 30 Jun 2026 |
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| 19 Aug 2026 | Kingsview Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 592.62K | $171.48M* | 30 Jun 2026 |
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| 19 Aug 2026 | Vermillion & White Wealth Management Group, LLC | Institutional manager | 30 Jun 2026 | 6.90K | $2.00M* | 30 Jun 2026 |
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| 19 Aug 2026 | Custos Family Office, LLC | Institutional manager | 30 Jun 2026 | 17.51K | $5.07M* | 30 Jun 2026 |
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| 19 Aug 2026 | Fox Hill Wealth Management | Institutional manager | 30 Jun 2026 | 44.33K | $12.83M* | 30 Jun 2026 |
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| 19 Aug 2026 | Custos Family Office, LLC | Institutional manager | 31 Mar 2026 | 17.94K | $4.55M* | 31 Mar 2026 |
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| 19 Aug 2026 | IKE Capital, LLC | Institutional manager | 31 Dec 2025 | 18.40K | $5.00M* | 31 Dec 2025 |
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| 18 Aug 2026 | PIN OAK INVESTMENT ADVISORS INC | Institutional manager | 30 Jun 2026 | 27.68K | $8.01M* | 30 Jun 2026 |
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| 18 Aug 2026 | Kimelman & Baird, LLC | Institutional manager | 30 Jun 2026 | 276.42K | $79.98M* | 30 Jun 2026 |
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| 18 Aug 2026 | Concorde Asset Management, LLC | Institutional manager | 30 Jun 2026 | 12.09K | $3.50M* | 30 Jun 2026 |
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| 18 Aug 2026 | Denver PWM, LLC | Institutional manager | 30 Jun 2026 | 11.70K | $3.38M* | 30 Jun 2026 |
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| 18 Aug 2026 | Beacon Pointe Advisors, LLC | Institutional manager | 30 Jun 2026 | 2.16M | $623.67M* | 30 Jun 2026 |
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| 18 Aug 2026 | 49 WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 19.84K | $5.74M* | 30 Jun 2026 |
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| 18 Aug 2026 | NORTH STAR ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 339.29K | $98.18M* | 30 Jun 2026 |
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| 18 Aug 2026 | Livforsakringsbolaget Skandia, Omsesidigt | Institutional manager | 30 Jun 2026 | 762.28K | $220.57M* | 30 Jun 2026 |
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| 18 Aug 2026 | Glenview Trust Co | Institutional manager | 30 Jun 2026 | 1.10M | $318.06M* | 30 Jun 2026 |
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| 18 Aug 2026 | MUHLENKAMP & CO INC | Institutional manager | 30 Jun 2026 | 62.13K | $17.98M* | 30 Jun 2026 |
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| 18 Aug 2026 | RB Capital Management, LLC | Institutional manager | 30 Jun 2026 | 264.08K | $76.41M* | 30 Jun 2026 |
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| 18 Aug 2026 | Orion Capital Management LLC | Institutional manager | 30 Jun 2026 | 44.63K | $12.91M* | 30 Jun 2026 |
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| 18 Aug 2026 | Twin Lakes Capital Management, LLC | Institutional manager | 30 Jun 2026 | 81.32K | $23.53M* | 30 Jun 2026 |
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| 18 Aug 2026 | Capasso Planning Partners LLC | Institutional manager | 30 Jun 2026 | 20.53K | $5.94M* | 30 Jun 2026 |
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| 18 Aug 2026 | Strait & Sound Wealth Management LLC | Institutional manager | 30 Jun 2026 | 94.06K | $27.22M* | 30 Jun 2026 |
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| 18 Aug 2026 | Henson-Edgewater Management, LLC | Institutional manager | 30 Jun 2026 | 81.81K | $23.67M* | 30 Jun 2026 |
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| 18 Aug 2026 | Ensign Peak Advisors, Inc | Institutional manager | 31 Mar 2026 | 11.72M | $2.97B* | 31 Mar 2026 |
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| 18 Aug 2026 | Ensign Peak Advisors, Inc | Institutional manager | 31 Dec 2025 | 11.42M | $3.11B* | 31 Dec 2025 |
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| 18 Aug 2026 | Ensign Peak Advisors, Inc | Institutional manager | 30 Sept 2025 | 11.92M | $3.03B* | 30 Sept 2025 |
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| 18 Aug 2026 | Madrid Financial Services | Institutional manager | 30 Jun 2025 | 1.08K | $221.58K* | 30 Jun 2025 |
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| 18 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 30 Sept 2019 | 439.58K | $98.45M* | 30 Sept 2019 |
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| 18 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 30 Jun 2019 | 428.78K | $86.42M* | 1 Jul 2019 |
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| 18 Aug 2026 | Advisors Asset Management, Inc. | Institutional manager | 31 Mar 2019 | 425.78K | $81.43M* | 1 Apr 2019 |
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| 17 Aug 2026 | KAHN BROTHERS GROUP INC | Institutional manager | 30 Jun 2026 | 3.09K | $894.70K* | 30 Jun 2026 |
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| 17 Aug 2026 | DEARBORN PARTNERS LLC | Institutional manager | 30 Jun 2026 | (m) | (m) | (m) |
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| 17 Aug 2026 | BRASADA CAPITAL MANAGEMENT, LP | Institutional manager | 30 Jun 2026 | 18.40K | $5.32M* | 30 Jun 2026 |
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| 17 Aug 2026 | Proficio Capital Partners LLC | Institutional manager | 30 Jun 2026 | 127.76K | $36.97M* | 30 Jun 2026 |
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| 17 Aug 2026 | Coastal Bridge Advisors, LLC | Institutional manager | 30 Jun 2026 | 220.43K | $63.78M* | 30 Jun 2026 |
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| 17 Aug 2026 | WNY Asset Management, LLC | Institutional manager | 30 Jun 2026 | 65.15K | $18.85M* | 30 Jun 2026 |
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| 17 Aug 2026 | Triton Financial Group Inc | Institutional manager | 30 Jun 2026 | 45.86K | $13.27M* | 30 Jun 2026 |
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| 17 Aug 2026 | FSA Advisors, Inc. | Institutional manager | 30 Jun 2026 | 11.54K | $3.34M* | 30 Jun 2026 |
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| 17 Aug 2026 | Payne Capital Management, LLC | Institutional manager | 30 Jun 2026 | 13.02K | $3.77M* | 30 Jun 2026 |
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| 17 Aug 2026 | Yukon Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 101.52K | $29.37M* | 30 Jun 2026 |
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| 17 Aug 2026 | Maxele Advisors, LLC | Institutional manager | 30 Jun 2026 | 11.47K | $3.32M* | 30 Jun 2026 |
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| 17 Aug 2026 | Lifetime Wealth Management P.C. | Institutional manager | 30 Jun 2026 | 3.83K | $1.11M* | 30 Jun 2026 |
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| 17 Aug 2026 | AtlasMark Financial, Inc | Institutional manager | 30 Jun 2026 | 4.36K | $1.26M* | 30 Jun 2026 |
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| 17 Aug 2026 | E-Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 31.55K | $9.13M* | 30 Jun 2026 |
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| 17 Aug 2026 | Jefferies Financial Group Inc. | Institutional manager | 30 Jun 2026 | 729.47K | $211.08M* | 30 Jun 2026 |
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| 17 Aug 2026 | BANK OZK | Institutional manager | 30 Jun 2026 | 60.12K | $17.40M* | 30 Jun 2026 |
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| 17 Aug 2026 | Empowered Funds, LLC | Institutional manager | 30 Jun 2026 | 1.61M | $465.26M* | 30 Jun 2026 |
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| 17 Aug 2026 | Stonehage Fleming Financial Services Holdings Ltd | Institutional manager | 30 Jun 2026 | 11.71K | $3.39M* | 30 Jun 2026 |
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| 17 Aug 2026 | Corient Private Wealth LP | Institutional manager | 30 Jun 2026 | 10.08M | $2.92B* | 30 Jun 2026 |
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| 17 Aug 2026 | Ruggaard & Associates LLC | Institutional manager | 30 Jun 2026 | 25.76K | $7.45M* | 30 Jun 2026 |
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| 17 Aug 2026 | Caitlin John, LLC | Institutional manager | 30 Jun 2026 | 6.02K | $1.74M* | 30 Jun 2026 |
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| 17 Aug 2026 | SwitchPoint Financial Planning, LLC | Institutional manager | 30 Jun 2026 | 5.36K | $1.55M* | 30 Jun 2026 |
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| 17 Aug 2026 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Institutional manager | 30 Jun 2026 | 5.85M | $1.69B* | 30 Jun 2026 |
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| 17 Aug 2026 | HARVEY CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 97.67K | $28.26M* | 30 Jun 2026 |
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| 17 Aug 2026 | VALUEWORKS LLC | Institutional manager | 30 Jun 2026 | 13.84K | $4.01M* | 30 Jun 2026 |
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| 17 Aug 2026 | Equitable Holdings, Inc. | Institutional manager | 30 Jun 2026 | 1.05M | $303.08M* | 30 Jun 2026 |
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| 17 Aug 2026 | CAPSTONE INVESTMENT ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 934.70K | $270.46M* | 30 Jun 2026 |
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| 17 Aug 2026 | Hayek Kallen Investment Management | Institutional manager | 30 Jun 2026 | 132.59K | $38.37M* | 30 Jun 2026 |
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| 17 Aug 2026 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 1.75M | $507.61M* | 30 Jun 2026 |
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| 17 Aug 2026 | Transamerica Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 33.21K | $9.61M* | 30 Jun 2026 |
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| 17 Aug 2026 | Camarda Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 23.57K | $6.82M* | 30 Jun 2026 |
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| 17 Aug 2026 | Pure Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 312.07K | $90.30M* | 30 Jun 2026 |
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| 17 Aug 2026 | Blue Edge Capital, LLC | Institutional manager | 30 Jun 2026 | 65.50K | $18.95M* | 30 Jun 2026 |
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| 17 Aug 2026 | Hamilton Capital, LLC | Institutional manager | 30 Jun 2026 | 45.48K | $13.16M* | 30 Jun 2026 |
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| 17 Aug 2026 | Redwood Investment Management, LLC | Institutional manager | 30 Jun 2026 | 55.17K | $15.96M* | 30 Jun 2026 |
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| 17 Aug 2026 | Old North State Trust, LLC | Institutional manager | 30 Jun 2026 | 61.41K | $17.77M* | 30 Jun 2026 |
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