| 7 Aug 2026 | Millington Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 8.67K | $2.51M* | 30 Jun 2026 |
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| 7 Aug 2026 | Redwood Financial Network Corp | Institutional manager | 30 Jun 2026 | 8.08K | $2.34M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | STAGE HARBOR FINANCIAL, LLC | Institutional manager | 30 Jun 2026 | 1.74K | $504.35K* | 30 Jun 2026 |
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| 7 Aug 2026 | W.H. Cornerstone Investments Inc. | Institutional manager | 30 Jun 2026 | 26.32K | $7.62M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | FIRETRAIL INVESTMENTS PTY LTD | Institutional manager | 30 Jun 2026 | 101.08K | $29.25M* | 30 Jun 2026 |
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| 7 Aug 2026 | Dunhill Financial, LLC | Institutional manager | 30 Jun 2026 | 42.56K | $12.32M* | 30 Jun 2026 |
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| 7 Aug 2026 | Ethos Financial Group, LLC | Institutional manager | 30 Jun 2026 | 86.53K | $25.04M* | 30 Jun 2026 |
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| 7 Aug 2026 | Phillips Wealth Planners LLC | Institutional manager | 30 Jun 2026 | 6.47K | $1.87M* | 30 Jun 2026 |
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| 7 Aug 2026 | Nordwand Advisors, LLC | Institutional manager | 30 Jun 2026 | 46.49K | $13.45M* | 30 Jun 2026 |
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| 7 Aug 2026 | Davis Investment Partners, LLC | Institutional manager | 30 Jun 2026 | 23.59K | $6.83M* | 30 Jun 2026 |
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| 7 Aug 2026 | DOVER ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 64.93K | $18.79M* | 30 Jun 2026 |
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| 7 Aug 2026 | Kapstone Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 61.99K | $17.94M* | 30 Jun 2026 |
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| 7 Aug 2026 | LUTS & GREENLEIGH GROUP, INC. | Institutional manager | 30 Jun 2026 | 23.57K | $6.82M* | 30 Jun 2026 |
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| 7 Aug 2026 | Aspen Wealth Strategies, LLC | Institutional manager | 30 Jun 2026 | 9.79K | $2.83M* | 30 Jun 2026 |
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| 7 Aug 2026 | Ergawealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 6.73K | $1.95M* | 30 Jun 2026 |
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| 7 Aug 2026 | EVEXIA WEALTH LLC | Institutional manager | 30 Jun 2026 | 42.13K | $12.19M* | 30 Jun 2026 |
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| 7 Aug 2026 | Plato Investment Management Ltd | Institutional manager | 30 Jun 2026 | 376.89K | $109.06M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | Institutional manager | 30 Jun 2026 | 41.66K | $12.06M* | 30 Jun 2026 |
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| 7 Aug 2026 | Objectivity Squared, LLC | Institutional manager | 30 Jun 2026 | 13.05K | $3.77M* | 30 Jun 2026 |
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| 7 Aug 2026 | Long Island Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 6.36K | $1.84M* | 30 Jun 2026 |
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| 7 Aug 2026 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 21.97K | $6.36M* | 30 Jun 2026 |
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| 7 Aug 2026 | GOLDEN ROAD ADVISORS LLC | Institutional manager | 30 Jun 2026 | 12.52K | $3.62M* | 30 Jun 2026 |
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| 7 Aug 2026 | MUIRFIELD WEALTH ADVISORS LLC | Institutional manager | 30 Jun 2026 | 11.60K | $3.36M* | 30 Jun 2026 |
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| 7 Aug 2026 | Prospect Financial Group LLC | Institutional manager | 30 Jun 2026 | 9.49K | $2.75M* | 30 Jun 2026 |
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| 7 Aug 2026 | International Private Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 20.44K | $5.91M* | 30 Jun 2026 |
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| 7 Aug 2026 | Cannon Financial Strategists, Inc. | Institutional manager | 30 Jun 2026 | 4.90K | $1.42M* | 30 Jun 2026 |
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| 7 Aug 2026 | Fairscale Capital, LLC | Institutional manager | 30 Jun 2026 | 23.40K | $6.77M* | 30 Jun 2026 |
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| 7 Aug 2026 | TOUNJIAN ADVISORY PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 29.55K | $8.55M* | 30 Jun 2026 |
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| 7 Aug 2026 | Triune Financial Partners, LLC | Institutional manager | 30 Jun 2026 | 2.52K | $728.03K* | 30 Jun 2026 |
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| 7 Aug 2026 | Dale Q Rice Investment Management Ltd | Institutional manager | 30 Jun 2026 | 102.84K | $29.76M* | 30 Jun 2026 |
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| 7 Aug 2026 | R.H. Investment Group, LLC | Institutional manager | 30 Jun 2026 | 21.81K | $6.31M* | 30 Jun 2026 |
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| 7 Aug 2026 | SIERRA OCEAN, LLC | Institutional manager | 30 Jun 2026 | 11.61K | $3.36M* | 30 Jun 2026 |
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| 7 Aug 2026 | Inman Jager Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 10.39K | $3.01M* | 30 Jun 2026 |
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| 7 Aug 2026 | Panoramic Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 17.06K | $4.94M* | 30 Jun 2026 |
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| 7 Aug 2026 | Variant Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 34.17K | $9.89M* | 30 Jun 2026 |
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| 7 Aug 2026 | May Hill Capital, LLC | Institutional manager | 30 Jun 2026 | 31.38K | $9.08M* | 30 Jun 2026 |
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| 7 Aug 2026 | MASTER'S WEALTH MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 13.58K | $3.93M* | 30 Jun 2026 |
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| 7 Aug 2026 | Graver Capital Management, LLC | Institutional manager | 30 Jun 2026 | 4.23K | $1.22M* | 30 Jun 2026 |
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| 7 Aug 2026 | Everest Private Wealth | Institutional manager | 30 Jun 2026 | 26.53K | $7.68M* | 30 Jun 2026 |
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| 7 Aug 2026 | PINNEY & SCOFIELD, INC. | Institutional manager | 30 Jun 2026 | 22.53K | $6.52M* | 30 Jun 2026 |
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| 7 Aug 2026 | RETIREMENT PLANNING GROUP, LLC / NY | Institutional manager | 30 Jun 2026 | 21.68K | $6.27M* | 30 Jun 2026 |
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| 7 Aug 2026 | TABLEAUX LLC | Institutional manager | 30 Jun 2026 | 22.85K | $6.61M* | 30 Jun 2026 |
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| 7 Aug 2026 | Summit Financial Consulting LLC | Institutional manager | 30 Jun 2026 | 2.84K | $822.65K* | 30 Jun 2026 |
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| 7 Aug 2026 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | Institutional manager | 30 Jun 2026 | 41.95K | $12.14M* | 30 Jun 2026 |
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| 7 Aug 2026 | Buckland Partners Management Co LLC | Institutional manager | 30 Jun 2026 | 30.40K | $8.80M* | 30 Jun 2026 |
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| 7 Aug 2026 | MidFirst Bank | Institutional manager | 30 Jun 2026 | 206.99K | $59.89M* | 30 Jun 2026 |
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| 7 Aug 2026 | Guardian Capital, LLC | Institutional manager | 30 Jun 2026 | 11.43K | $3.31M* | 30 Jun 2026 |
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| 7 Aug 2026 | Harbour Wealth Management Group, Inc. | Institutional manager | 30 Jun 2026 | 13.84K | $4.00M* | 30 Jun 2026 |
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| 7 Aug 2026 | BLALOCK WILLIAMS, LLC | Institutional manager | 30 Jun 2026 | 11.34K | $3.28M* | 30 Jun 2026 |
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| 7 Aug 2026 | American Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.84K | $533.29K* | 30 Jun 2026 |
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| 7 Aug 2026 | Kassira Wealth Management LLC | Institutional manager | 30 Jun 2026 | 694.00 | $200.82K* | 30 Jun 2026 |
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| 7 Aug 2026 | NWM ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 18.25K | $5.28M* | 30 Jun 2026 |
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| 7 Aug 2026 | BETO FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 11.41K | $3.30M* | 30 Jun 2026 |
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| 7 Aug 2026 | Argo Wealth Advisory, LLC | Institutional manager | 30 Jun 2026 | 5.28K | $1.53M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | WIREGRASS INVESTMENT MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 31.43K | $9.09M* | 30 Jun 2026 |
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| 7 Aug 2026 | Timmons Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 252.00 | $72.92K* | 30 Jun 2026 |
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| 7 Aug 2026 | Marble Wealth, LLC | Institutional manager | 30 Jun 2026 | 85.52K | $24.75M* | 30 Jun 2026 |
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| 7 Aug 2026 | Oak Barrel Wealth Advisory LLC | Institutional manager | 30 Jun 2026 | 16.97K | $4.91M* | 30 Jun 2026 |
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| 7 Aug 2026 | Meadowbrook Advisors Group, LLC | Institutional manager | 30 Jun 2026 | 52.10K | $15.08M* | 30 Jun 2026 |
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| 7 Aug 2026 | KRM WEALTH MANAGEMENT L.L.C. | Institutional manager | 30 Jun 2026 | 2.85K | $824.10K* | 30 Jun 2026 |
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| 7 Aug 2026 | Paladin Partners, LLC | Institutional manager | 30 Jun 2026 | 12.40K | $3.59M* | 30 Jun 2026 |
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| 7 Aug 2026 | Pandowealth. LLC | Institutional manager | 30 Jun 2026 | 1.06K | $308.17K* | 30 Jun 2026 |
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| 7 Aug 2026 | Schuylkill Financial LLC | Institutional manager | 30 Jun 2026 | 8.94K | $2.59M* | 30 Jun 2026 |
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| 7 Aug 2026 | GAINLINE FINANCIAL PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 3.38K | $978.62K* | 30 Jun 2026 |
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| 7 Aug 2026 | SUCCESSION FINANCIAL, INC. | Institutional manager | 30 Jun 2026 | 3.21K | $930.00K* | 30 Jun 2026 |
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| 7 Aug 2026 | MW ADVISORY, LLC | Institutional manager | 30 Jun 2026 | 27.35K | $7.91M* | 30 Jun 2026 |
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| 7 Aug 2026 | RNC CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 121.97K | $35.29M* | 30 Jun 2026 |
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| 7 Aug 2026 | MML INVESTORS SERVICES, LLC | Institutional manager | 30 Jun 2026 | 3.08M | $890.56M* | 30 Jun 2026 |
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| 7 Aug 2026 | MARVIN & PALMER ASSOCIATES INC | Institutional manager | 30 Jun 2026 | 12.41K | $3.59M* | 30 Jun 2026 |
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| 7 Aug 2026 | BARINGS LLC | Institutional manager | 30 Jun 2026 | 17.79K | $5.15M* | 30 Jun 2026 |
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| 7 Aug 2026 | STATE STREET CORP | Institutional manager | 30 Jun 2026 | 615.13M | $177.99B* | 30 Jun 2026 |
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| 7 Aug 2026 | Argyle Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 31.10K | $9.00M* | 30 Jun 2026 |
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| 7 Aug 2026 | BRIGHTON JONES LLC | Institutional manager | 31 Mar 2026 | 570.00K | $144.66M* | 31 Mar 2026 |
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| 7 Aug 2026 | CYPRESS ASSET MANAGEMENT INC/TX | Institutional manager | 31 Mar 2026 | 108.58K | $27.56M* | 31 Mar 2026 |
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| 7 Aug 2026 | John Boyer, Inc. | Institutional manager | 31 Mar 2026 | 10.91K | $2.77M* | 31 Mar 2026 |
|---|
| 7 Aug 2026 | Timothy G. Youngquist 2020 Irrevocable Trust | Institutional manager | 31 Mar 2026 | 11.27K | $2.86M* | 31 Mar 2026 |
|---|
| 7 Aug 2026 | Pandowealth. LLC | Institutional manager | 31 Mar 2026 | 1.14K | $288.05K* | 31 Mar 2026 |
|---|
| 7 Aug 2026 | John Boyer, Inc. | Institutional manager | 31 Dec 2025 | 10.12K | $2.75M* | 31 Dec 2025 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 31 Dec 2025 | 54.24K | $14.74M* | 31 Dec 2025 |
|---|
| 7 Aug 2026 | Pandowealth. LLC | Institutional manager | 31 Dec 2025 | 1.69K | $458.36K* | 31 Dec 2025 |
|---|
| 7 Aug 2026 | John Boyer, Inc. | Institutional manager | 30 Sept 2025 | 10.31K | $2.62M* | 30 Sept 2025 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 30 Sept 2025 | 58.52K | $14.90M* | 30 Sept 2025 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 30 Jun 2025 | 60.84K | $12.48M* | 30 Jun 2025 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 31 Mar 2025 | 61.58K | $13.68M* | 31 Mar 2025 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 31 Dec 2024 | 147.33K | $36.89M* | 31 Dec 2024 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 30 Sept 2024 | 223.16K | $52.00M* | 30 Sept 2024 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 30 Jun 2024 | 557.30K | $120.80M* | 1 Jul 2024 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 31 Mar 2024 | 708.56K | $120.48M* | 1 Apr 2024 |
|---|
| 7 Aug 2026 | LYNX CAPITAL GROUP LTD /ADV | Institutional manager | 31 Dec 2023 | 8.93K | $1.66M* | 2 Jan 2024 |
|---|
| 7 Aug 2026 | CapitalatWork S.A. | Institutional manager | 31 Dec 2023 | 703.55K | $130.61M* | 2 Jan 2024 |
|---|
| 6 Aug 2026 | Nippon Life Global Investors Americas, Inc. | Institutional manager | 30 Jun 2026 | 431.74K | $124.93M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | BUCKHEAD CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 50.31K | $14.56M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | Institutional manager | 30 Jun 2026 | 105.00 | $30.38K* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | Valmark Advisers, Inc. | Institutional manager | 30 Jun 2026 | 203.56K | $58.90M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | Horizon Investment Services, LLC | Institutional manager | 30 Jun 2026 | 29.18K | $8.44M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | Legato Capital Management LLC | Institutional manager | 30 Jun 2026 | 36.08K | $10.44M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | Archon Partners LLC | Institutional manager | 30 Jun 2026 | 252.00K | $72.92M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | Hartford Funds Management Co LLC | Institutional manager | 30 Jun 2026 | 39.80K | $11.52M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | Old West Investment Management, LLC | Institutional manager | 30 Jun 2026 | 9.69K | $2.80M* | 30 Jun 2026 |
|---|
| 6 Aug 2026 | Capital Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 487.59K | $141.09M* | 30 Jun 2026 |
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