| 6 Aug 2026 | ARBOR CAPITAL MANAGEMENT INC /ADV | Institutional manager | 30 Jun 2026 | 7.78K | $2.25M* | 30 Jun 2026 |
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| 6 Aug 2026 | ALPHA CAPITAL ADVISORS INC /ADV | Institutional manager | 30 Jun 2026 | 8.33K | $2.41M* | 30 Jun 2026 |
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| 6 Aug 2026 | PARADIGM ASSET MANAGEMENT CO LLC | Institutional manager | 30 Jun 2026 | 17.45K | $5.05M* | 30 Jun 2026 |
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| 6 Aug 2026 | LSV ASSET MANAGEMENT | Institutional manager | 30 Jun 2026 | 103.71K | $30.01M* | 30 Jun 2026 |
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| 6 Aug 2026 | TWIN CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 213.18K | $61.68M* | 30 Jun 2026 |
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| 6 Aug 2026 | GOULD ASSET MANAGEMENT LLC /CA/ | Institutional manager | 30 Jun 2026 | 42.03K | $12.16M* | 30 Jun 2026 |
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| 6 Aug 2026 | BAXTER BROS INC | Institutional manager | 30 Jun 2026 | 27.07K | $7.83M* | 30 Jun 2026 |
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| 6 Aug 2026 | FLPUTNAM INVESTMENT MANAGEMENT CO | Institutional manager | 30 Jun 2026 | 1.05M | $302.55M* | 30 Jun 2026 |
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| 6 Aug 2026 | KLCM Advisors, Inc. | Institutional manager | 30 Jun 2026 | 276.57K | $80.03M* | 30 Jun 2026 |
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| 6 Aug 2026 | WINSLOW ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 150.64K | $43.59M* | 30 Jun 2026 |
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| 6 Aug 2026 | Rock Point Advisors, LLC | Institutional manager | 30 Jun 2026 | 53.32K | $15.43M* | 30 Jun 2026 |
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| 6 Aug 2026 | SCS Capital Management LLC | Institutional manager | 30 Jun 2026 | 190.49K | $55.12M* | 30 Jun 2026 |
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| 6 Aug 2026 | HBK Sorce Advisory LLC | Institutional manager | 30 Jun 2026 | 336.08K | $97.25M* | 30 Jun 2026 |
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| 6 Aug 2026 | ZEVIN ASSET MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 116.07K | $33.59M* | 30 Jun 2026 |
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| 6 Aug 2026 | IMC-Chicago, LLC | Institutional manager | 30 Jun 2026 | 842.88K | $243.89M* | 30 Jun 2026 |
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| 6 Aug 2026 | TD Capital Management LLC | Institutional manager | 30 Jun 2026 | 22.98K | $6.65M* | 30 Jun 2026 |
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| 6 Aug 2026 | J.Safra Asset Management Corp | Institutional manager | 30 Jun 2026 | 34.68K | $10.04M* | 30 Jun 2026 |
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| 6 Aug 2026 | CORDA Investment Management, LLC. | Institutional manager | 30 Jun 2026 | 186.53K | $53.97M* | 30 Jun 2026 |
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| 6 Aug 2026 | Pettee Investors, Inc. | Institutional manager | 30 Jun 2026 | 29.74K | $8.61M* | 30 Jun 2026 |
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| 6 Aug 2026 | MANAGED ASSET PORTFOLIOS, LLC | Institutional manager | 30 Jun 2026 | 1.15K | $331.90K* | 30 Jun 2026 |
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| 6 Aug 2026 | Brick & Kyle, Associates | Institutional manager | 30 Jun 2026 | 130.62K | $37.80M* | 30 Jun 2026 |
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| 6 Aug 2026 | Cypress Capital Management LLC (WY) | Institutional manager | 30 Jun 2026 | 81.23K | $23.51M* | 30 Jun 2026 |
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| 6 Aug 2026 | Genesee Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 42.97K | $12.43M* | 30 Jun 2026 |
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| 6 Aug 2026 | Berkeley Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 15.99K | $4.63M* | 30 Jun 2026 |
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| 6 Aug 2026 | Syverson Strege & Co | Institutional manager | 30 Jun 2026 | 16.50K | $4.77M* | 30 Jun 2026 |
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| 6 Aug 2026 | Clearwater Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 49.98K | $14.46M* | 30 Jun 2026 |
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| 6 Aug 2026 | Family Legacy, Inc. | Institutional manager | 30 Jun 2026 | 37.69K | $10.91M* | 30 Jun 2026 |
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| 6 Aug 2026 | Clearstead Trust, LLC | Institutional manager | 30 Jun 2026 | 109.10K | $31.57M* | 30 Jun 2026 |
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| 6 Aug 2026 | Abbot Financial Management, Inc. | Institutional manager | 30 Jun 2026 | 55.29K | $16.00M* | 30 Jun 2026 |
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| 6 Aug 2026 | One Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 143.50K | $41.52M* | 30 Jun 2026 |
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| 6 Aug 2026 | 17 CAPITAL PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 11.51K | $3.33M* | 30 Jun 2026 |
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| 6 Aug 2026 | NICOLA WEALTH MANAGEMENT LTD. | Institutional manager | 30 Jun 2026 | 61.00K | $17.65M* | 30 Jun 2026 |
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| 6 Aug 2026 | Pinion Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 20.36K | $5.89M* | 30 Jun 2026 |
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| 6 Aug 2026 | Hamilton Wealth, LLC | Institutional manager | 30 Jun 2026 | 121.69K | $35.21M* | 30 Jun 2026 |
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| 6 Aug 2026 | Riverstone Advisors, LLC | Institutional manager | 30 Jun 2026 | 14.10K | $4.08M* | 30 Jun 2026 |
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| 6 Aug 2026 | Geneos Wealth Management Inc. | Institutional manager | 30 Jun 2026 | 203.49K | $58.88M* | 30 Jun 2026 |
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| 6 Aug 2026 | Trivium Point Advisory, LLC | Institutional manager | 30 Jun 2026 | 99.15K | $28.69M* | 30 Jun 2026 |
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| 6 Aug 2026 | Roberts Financial Services LLC | Institutional manager | 30 Jun 2026 | 1.71K | $493.94K* | 30 Jun 2026 |
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| 6 Aug 2026 | Spectrum Wealth Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 32.65K | $9.45M* | 30 Jun 2026 |
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| 6 Aug 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 586.92K | $169.83M* | 30 Jun 2026 |
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| 6 Aug 2026 | ARBOR TRUST WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 28.77K | $8.32M* | 30 Jun 2026 |
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| 6 Aug 2026 | Avalon Trust Co | Institutional manager | 30 Jun 2026 | 410.29K | $118.72M* | 30 Jun 2026 |
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| 6 Aug 2026 | N.E.W. Advisory Services LLC | Institutional manager | 30 Jun 2026 | 73.98K | $21.41M* | 30 Jun 2026 |
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| 6 Aug 2026 | Zeit Capital LLC | Institutional manager | 30 Jun 2026 | 1.21K | $350.99K* | 30 Jun 2026 |
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| 6 Aug 2026 | NovaPoint Capital, LLC | Institutional manager | 30 Jun 2026 | 59.15K | $17.12M* | 30 Jun 2026 |
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| 6 Aug 2026 | State of Wyoming | Institutional manager | 30 Jun 2026 | 48.75K | $14.11M* | 30 Jun 2026 |
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| 6 Aug 2026 | Axiom Financial Strategies, LLC | Institutional manager | 30 Jun 2026 | 797.00 | $230.62K* | 30 Jun 2026 |
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| 6 Aug 2026 | Prospect Hill Management, LLC | Institutional manager | 30 Jun 2026 | 505.84K | $146.37M* | 30 Jun 2026 |
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| 6 Aug 2026 | Greenhouse Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 6.10K | $1.77M* | 30 Jun 2026 |
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| 6 Aug 2026 | FINANCIAL MANAGEMENT NETWORK INC | Institutional manager | 30 Jun 2026 | 64.63K | $18.70M* | 30 Jun 2026 |
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| 6 Aug 2026 | Lynch Asset Management, Inc. | Institutional manager | 30 Jun 2026 | 39.70K | $11.49M* | 30 Jun 2026 |
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| 6 Aug 2026 | Barden Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 9.12K | $2.64M* | 30 Jun 2026 |
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| 6 Aug 2026 | WEALTH EFFECTS LLC | Institutional manager | 30 Jun 2026 | 79.31K | $22.95M* | 30 Jun 2026 |
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| 6 Aug 2026 | WEALTHSPAN PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 19.31K | $5.59M* | 30 Jun 2026 |
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| 6 Aug 2026 | Investment Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 31.94K | $9.24M* | 30 Jun 2026 |
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| 6 Aug 2026 | Joseph Group Capital Management | Institutional manager | 30 Jun 2026 | 29.07K | $8.41M* | 30 Jun 2026 |
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| 6 Aug 2026 | Athena Investment Management | Institutional manager | 30 Jun 2026 | 10.69K | $3.09M* | 30 Jun 2026 |
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| 6 Aug 2026 | LIBRA WEALTH LLC | Institutional manager | 30 Jun 2026 | 23.94K | $6.93M* | 30 Jun 2026 |
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| 6 Aug 2026 | Pacific Sage Partners, LLC | Institutional manager | 30 Jun 2026 | 31.88K | $9.22M* | 30 Jun 2026 |
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| 6 Aug 2026 | CHASE INVESTMENT COUNSEL CORP | Institutional manager | 30 Jun 2026 | 41.41K | $11.98M* | 30 Jun 2026 |
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| 6 Aug 2026 | Swisher Financial Concepts, Inc. | Institutional manager | 30 Jun 2026 | 11.16K | $3.23M* | 30 Jun 2026 |
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| 6 Aug 2026 | James J. Burns & Company, LLC | Institutional manager | 30 Jun 2026 | 117.51K | $34.00M* | 30 Jun 2026 |
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| 6 Aug 2026 | SILVERLAKE WEALTH MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 59.49K | $17.21M* | 30 Jun 2026 |
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| 6 Aug 2026 | Lakewood Asset Management LLC | Institutional manager | 30 Jun 2026 | 11.46K | $3.31M* | 30 Jun 2026 |
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| 6 Aug 2026 | Leading Edge Financial Planning LLC | Institutional manager | 30 Jun 2026 | 3.65K | $1.06M* | 30 Jun 2026 |
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| 6 Aug 2026 | Dodds Wealth, LLC | Institutional manager | 30 Jun 2026 | 13.39K | $3.87M* | 30 Jun 2026 |
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| 6 Aug 2026 | ACORN CREEK CAPITAL LLC | Institutional manager | 30 Jun 2026 | 16.21K | $4.69M* | 30 Jun 2026 |
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| 6 Aug 2026 | denkapparat Operations GmbH | Institutional manager | 30 Jun 2026 | 4.93K | $1.43M* | 30 Jun 2026 |
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| 6 Aug 2026 | Elite Life Management LLC | Institutional manager | 30 Jun 2026 | 8.18K | $2.37M* | 30 Jun 2026 |
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| 6 Aug 2026 | Fielder Capital Group LLC | Institutional manager | 30 Jun 2026 | 19.68K | $5.69M* | 30 Jun 2026 |
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| 6 Aug 2026 | Prospect Financial Services LLC | Institutional manager | 30 Jun 2026 | 17.47K | $5.05M* | 30 Jun 2026 |
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| 6 Aug 2026 | ESSEX INVESTMENT MANAGEMENT CO LLC | Institutional manager | 30 Jun 2026 | 32.43K | $9.38M* | 30 Jun 2026 |
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| 6 Aug 2026 | Joel Adams & Associates, Inc. | Institutional manager | 30 Jun 2026 | 5.35K | $1.55M* | 30 Jun 2026 |
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| 6 Aug 2026 | Breakwater Investment Management | Institutional manager | 30 Jun 2026 | 1.63K | $470.79K* | 30 Jun 2026 |
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| 6 Aug 2026 | OMC Financial Services LTD | Institutional manager | 30 Jun 2026 | 104.95K | $30.37M* | 30 Jun 2026 |
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| 6 Aug 2026 | WealthPoint Financial, LLC | Institutional manager | 30 Jun 2026 | 7.57K | $2.19M* | 30 Jun 2026 |
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| 6 Aug 2026 | Freedom Financial Partners LLC | Institutional manager | 30 Jun 2026 | 47.11K | $13.63M* | 30 Jun 2026 |
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| 6 Aug 2026 | ArborFi Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.53K | $441.56K* | 30 Jun 2026 |
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| 6 Aug 2026 | Maridea Wealth Management LLC | Institutional manager | 30 Jun 2026 | 46.09K | $13.34M* | 30 Jun 2026 |
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| 6 Aug 2026 | Uniting Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 20.04K | $5.80M* | 30 Jun 2026 |
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| 6 Aug 2026 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | Institutional manager | 30 Jun 2026 | 5.00K | $1.45M* | 30 Jun 2026 |
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| 6 Aug 2026 | Salus Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.18K | $340.58K* | 30 Jun 2026 |
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| 6 Aug 2026 | CURA WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 14.94K | $4.32M* | 30 Jun 2026 |
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| 6 Aug 2026 | TFR Capital, LLC. | Institutional manager | 30 Jun 2026 | 61.06K | $17.67M* | 30 Jun 2026 |
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| 6 Aug 2026 | Northstar Financial Companies, Inc. | Institutional manager | 30 Jun 2026 | 18.13K | $5.25M* | 30 Jun 2026 |
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| 6 Aug 2026 | PTM WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 12.73K | $3.68M* | 30 Jun 2026 |
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| 6 Aug 2026 | Kagan Cocozza Asset Management | Institutional manager | 30 Jun 2026 | 5.91K | $1.71M* | 30 Jun 2026 |
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| 6 Aug 2026 | 180 GPS Investments IC Ltd | Institutional manager | 30 Jun 2026 | 692.00 | $200.24K* | 30 Jun 2026 |
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| 6 Aug 2026 | LETSON INVESTMENT MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 1.61K | $466.45K* | 30 Jun 2026 |
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| 6 Aug 2026 | United Financial Planning Group LLC | Institutional manager | 30 Jun 2026 | 7.62K | $2.21M* | 30 Jun 2026 |
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| 6 Aug 2026 | Sandro Wealth Management LLC | Institutional manager | 30 Jun 2026 | 25.27K | $7.31M* | 30 Jun 2026 |
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| 6 Aug 2026 | Briggs Wealth Management, Inc | Institutional manager | 30 Jun 2026 | 4.45K | $1.29M* | 30 Jun 2026 |
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| 6 Aug 2026 | Sound Portfolio Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.80K | $520.56K* | 30 Jun 2026 |
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| 6 Aug 2026 | M3 Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 16.71K | $4.83M* | 30 Jun 2026 |
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| 6 Aug 2026 | Three Arch Wealth Management LLC | Institutional manager | 30 Jun 2026 | 52.29K | $15.13M* | 30 Jun 2026 |
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| 6 Aug 2026 | Vines Capital Management, LLC | Institutional manager | 30 Jun 2026 | 34.55K | $10.00M* | 30 Jun 2026 |
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| 6 Aug 2026 | Financial Concepts Unlimited, Inc. | Institutional manager | 30 Jun 2026 | 6.57K | $1.90M* | 30 Jun 2026 |
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| 6 Aug 2026 | THRYVE WEALTH MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 2.55K | $737.29K* | 30 Jun 2026 |
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| 6 Aug 2026 | CLEAR WAVE WEALTH MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 32.74K | $9.47M* | 30 Jun 2026 |
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| 6 Aug 2026 | OakTrust Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.93K | $559.62K* | 30 Jun 2026 |
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