| 5 Aug 2026 | Cypress Capital Group | Institutional manager | 30 Jun 2026 | 198.02K | $57.30M* | 30 Jun 2026 |
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| 5 Aug 2026 | BLB&B Advisors, LLC | Institutional manager | 30 Jun 2026 | 285.13K | $82.51M* | 30 Jun 2026 |
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| 5 Aug 2026 | KBC Group NV | Institutional manager | 30 Jun 2026 | 8.32M | $2.41B* | 30 Jun 2026 |
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| 5 Aug 2026 | DekaBank Deutsche Girozentrale | Institutional manager | 30 Jun 2026 | 10.89M | $3.15B* | 30 Jun 2026 |
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| 5 Aug 2026 | Capital Analysts, LLC | Institutional manager | 30 Jun 2026 | 195.45K | $56.56M* | 30 Jun 2026 |
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| 5 Aug 2026 | LGT CAPITAL PARTNERS LTD. | Institutional manager | 30 Jun 2026 | 423.25K | $122.47M* | 30 Jun 2026 |
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| 5 Aug 2026 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | Institutional manager | 30 Jun 2026 | 113.12K | $32.73M* | 30 Jun 2026 |
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| 5 Aug 2026 | Advisor OS, LLC | Institutional manager | 30 Jun 2026 | 164.26K | $47.53M* | 30 Jun 2026 |
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| 5 Aug 2026 | AlTi Global, Inc. | Institutional manager | 30 Jun 2026 | 308.99K | $89.41M* | 30 Jun 2026 |
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| 5 Aug 2026 | Y.D. More Investments Ltd | Institutional manager | 30 Jun 2026 | 14.13K | $4.09M* | 30 Jun 2026 |
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| 5 Aug 2026 | 5th Street Advisors, LLC | Institutional manager | 30 Jun 2026 | 17.31K | $5.01M* | 30 Jun 2026 |
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| 5 Aug 2026 | LANDMARK WEALTH MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 34.76K | $10.06M* | 30 Jun 2026 |
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| 5 Aug 2026 | Financiere des Professionnels - Fonds d'investissement inc. | Institutional manager | 30 Jun 2026 | 200.71K | $58.08M* | 30 Jun 2026 |
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| 5 Aug 2026 | GENTRY PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 7.93K | $2.30M* | 30 Jun 2026 |
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| 5 Aug 2026 | MCCARTER PRIVATE WEALTH SERVICES LLC | Institutional manager | 30 Jun 2026 | 14.76K | $4.27M* | 30 Jun 2026 |
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| 5 Aug 2026 | CHAPMAN FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 25.24K | $7.30M* | 30 Jun 2026 |
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| 5 Aug 2026 | Washington Trust Bank | Institutional manager | 30 Jun 2026 | 215.56K | $62.37M* | 30 Jun 2026 |
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| 5 Aug 2026 | PATTEN & PATTEN INC/TN | Institutional manager | 30 Jun 2026 | 613.02K | $177.38M* | 30 Jun 2026 |
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| 5 Aug 2026 | WULFF, HANSEN & CO. | Institutional manager | 30 Jun 2026 | 15.09K | $4.37M* | 30 Jun 2026 |
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| 5 Aug 2026 | SEIZERT CAPITAL PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 22.21K | $6.43M* | 30 Jun 2026 |
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| 5 Aug 2026 | WHITE PINE CAPITAL LLC | Institutional manager | 30 Jun 2026 | 51.48K | $14.89M* | 30 Jun 2026 |
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| 5 Aug 2026 | LANE BROTHERS & CO INC | Institutional manager | 30 Jun 2026 | 8.78K | $2.54M* | 30 Jun 2026 |
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| 5 Aug 2026 | WBH ADVISORY INC | Institutional manager | 30 Jun 2026 | 68.92K | $19.94M* | 30 Jun 2026 |
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| 5 Aug 2026 | America First Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 8.16K | $2.36M* | 30 Jun 2026 |
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| 5 Aug 2026 | American Assets Investment Management, LLC | Institutional manager | 30 Jun 2026 | 210.00K | $60.77M* | 30 Jun 2026 |
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| 5 Aug 2026 | Argent Advisors, Inc. | Institutional manager | 30 Jun 2026 | 40.32K | $11.67M* | 30 Jun 2026 |
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| 5 Aug 2026 | DONALDSON CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 592.20K | $171.36M* | 30 Jun 2026 |
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| 5 Aug 2026 | VICUS CAPITAL | Institutional manager | 30 Jun 2026 | 58.63K | $16.96M* | 30 Jun 2026 |
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| 5 Aug 2026 | King Wealth Management Group | Institutional manager | 30 Jun 2026 | 147.10K | $42.57M* | 30 Jun 2026 |
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| 5 Aug 2026 | Stanley-Laman Group, Ltd. | Institutional manager | 30 Jun 2026 | 42.51K | $12.30M* | 30 Jun 2026 |
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| 5 Aug 2026 | Pinnacle Wealth Management Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 221.40K | $64.06M* | 30 Jun 2026 |
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| 5 Aug 2026 | Stone House Investment Management, LLC | Institutional manager | 30 Jun 2026 | 8.61K | $2.49M* | 30 Jun 2026 |
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| 5 Aug 2026 | Meridian Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 424.39K | $122.80M* | 30 Jun 2026 |
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| 5 Aug 2026 | Capco Asset Management, LLC | Institutional manager | 30 Jun 2026 | 4.00 | $1.16K* | 30 Jun 2026 |
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| 5 Aug 2026 | Pacific Center for Financial Services | Institutional manager | 30 Jun 2026 | 32.08K | $9.28M* | 30 Jun 2026 |
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| 5 Aug 2026 | CenterStar Asset Management, LLC | Institutional manager | 30 Jun 2026 | 5.42K | $1.57M* | 30 Jun 2026 |
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| 5 Aug 2026 | Nicollet Investment Management, Inc. | Institutional manager | 30 Jun 2026 | 73.28K | $21.21M* | 30 Jun 2026 |
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| 5 Aug 2026 | Gryphon Financial Partners LLC | Institutional manager | 30 Jun 2026 | 183.89K | $53.21M* | 30 Jun 2026 |
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| 5 Aug 2026 | DDD Partners, LLC | Institutional manager | 30 Jun 2026 | 166.14K | $48.08M* | 30 Jun 2026 |
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| 5 Aug 2026 | Centerpoint Advisors, LLC | Institutional manager | 30 Jun 2026 | 43.57K | $12.61M* | 30 Jun 2026 |
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| 5 Aug 2026 | Lutz Financial Services LLC | Institutional manager | 30 Jun 2026 | 6.20K | $1.79M* | 30 Jun 2026 |
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| 5 Aug 2026 | Aspiring Ventures, LLC | Institutional manager | 30 Jun 2026 | 9.59K | $2.77M* | 30 Jun 2026 |
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| 5 Aug 2026 | Hurlow Wealth Management Group, Inc. | Institutional manager | 30 Jun 2026 | 16.76K | $4.85M* | 30 Jun 2026 |
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| 5 Aug 2026 | Tull Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 3.73K | $1.08M* | 30 Jun 2026 |
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| 5 Aug 2026 | Your Advocates Ltd., LLP | Institutional manager | 30 Jun 2026 | 5.57K | $1.61M* | 30 Jun 2026 |
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| 5 Aug 2026 | Beacon Financial Advisory LLC | Institutional manager | 30 Jun 2026 | 36.43K | $10.54M* | 30 Jun 2026 |
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| 5 Aug 2026 | Harpswell Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 775.00 | $224.25K* | 30 Jun 2026 |
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| 5 Aug 2026 | Amitell Capital Pte Ltd | Institutional manager | 30 Jun 2026 | 12.15K | $3.52M* | 30 Jun 2026 |
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| 5 Aug 2026 | Souders Financial Advisors | Institutional manager | 30 Jun 2026 | 62.69K | $18.14M* | 30 Jun 2026 |
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| 5 Aug 2026 | Prudent Man Advisors, LLC | Institutional manager | 30 Jun 2026 | 48.37K | $14.00M* | 30 Jun 2026 |
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| 5 Aug 2026 | F/m Investments LLC | Institutional manager | 30 Jun 2026 | 228.09K | $66.00M* | 30 Jun 2026 |
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| 5 Aug 2026 | Thrive Capital Management, LLC | Institutional manager | 30 Jun 2026 | 15.84K | $4.58M* | 30 Jun 2026 |
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| 5 Aug 2026 | RIDGECREST WEALTH PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 76.99K | $22.28M* | 30 Jun 2026 |
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| 5 Aug 2026 | Keystone Wealth Services, LLC | Institutional manager | 30 Jun 2026 | 75.46K | $21.84M* | 30 Jun 2026 |
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| 5 Aug 2026 | R Squared Ltd | Institutional manager | 30 Jun 2026 | 8.20K | $2.37M* | 30 Jun 2026 |
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| 5 Aug 2026 | Collaborative Wealth Managment Inc. | Institutional manager | 30 Jun 2026 | 20.92K | $6.05M* | 30 Jun 2026 |
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| 5 Aug 2026 | Synergy Financial Group, LTD | Institutional manager | 30 Jun 2026 | 22.97K | $6.65M* | 30 Jun 2026 |
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| 5 Aug 2026 | Aspire Capital Advisors LLC | Institutional manager | 30 Jun 2026 | 22.60K | $6.54M* | 30 Jun 2026 |
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| 5 Aug 2026 | Scissortail Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 47.56K | $13.76M* | 30 Jun 2026 |
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| 5 Aug 2026 | Andina Capital Management, LLC | Institutional manager | 30 Jun 2026 | 2.27K | $658.00K* | 30 Jun 2026 |
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| 5 Aug 2026 | Bleakley Financial Group, LLC | Institutional manager | 30 Jun 2026 | 787.40K | $227.84M* | 30 Jun 2026 |
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| 5 Aug 2026 | DecisionPoint Financial, LLC | Institutional manager | 30 Jun 2026 | 11.50K | $3.33M* | 30 Jun 2026 |
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| 5 Aug 2026 | Strata Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 22.45K | $6.50M* | 30 Jun 2026 |
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| 5 Aug 2026 | Kestra Investment Management, LLC | Institutional manager | 30 Jun 2026 | 79.48K | $23.00M* | 30 Jun 2026 |
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| 5 Aug 2026 | REGIMEN WEALTH, LLC | Institutional manager | 30 Jun 2026 | 16.28K | $4.71M* | 30 Jun 2026 |
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| 5 Aug 2026 | VCI Wealth Management LLC | Institutional manager | 30 Jun 2026 | 59.10K | $17.10M* | 30 Jun 2026 |
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| 5 Aug 2026 | AVISO WEALTH MANAGEMENT | Institutional manager | 30 Jun 2026 | 72.26K | $20.91M* | 30 Jun 2026 |
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| 5 Aug 2026 | Sollinda Capital Management LLC | Institutional manager | 30 Jun 2026 | 11.13K | $3.22M* | 30 Jun 2026 |
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| 5 Aug 2026 | Transcendent Capital Group LLC | Institutional manager | 30 Jun 2026 | 27.25K | $7.89M* | 30 Jun 2026 |
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| 5 Aug 2026 | SPIREPOINT PRIVATE CLIENT, LLC | Institutional manager | 30 Jun 2026 | 171.65K | $49.67M* | 30 Jun 2026 |
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| 5 Aug 2026 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | Institutional manager | 30 Jun 2026 | 121.03K | $35.02M* | 30 Jun 2026 |
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| 5 Aug 2026 | PROMETHIUM ADVISORS,LLC | Institutional manager | 30 Jun 2026 | 53.99K | $15.62M* | 30 Jun 2026 |
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| 5 Aug 2026 | RIK SAYLOR FINANCIAL, INC. | Institutional manager | 30 Jun 2026 | 10.06K | $2.91M* | 30 Jun 2026 |
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| 5 Aug 2026 | Bayforest Capital Ltd | Institutional manager | 30 Jun 2026 | 320.00 | $92.60K* | 30 Jun 2026 |
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| 5 Aug 2026 | Weinberger Asset Management, Inc | Institutional manager | 30 Jun 2026 | 12.60K | $3.65M* | 30 Jun 2026 |
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| 5 Aug 2026 | OFC FINANCIAL PLANNING, LLC | Institutional manager | 30 Jun 2026 | 83.05K | $24.03M* | 30 Jun 2026 |
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| 5 Aug 2026 | IFC Advisors LLC | Institutional manager | 30 Jun 2026 | 55.73K | $16.13M* | 30 Jun 2026 |
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| 5 Aug 2026 | 111 Capital | Institutional manager | 30 Jun 2026 | 76.79K | $22.22M* | 30 Jun 2026 |
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| 5 Aug 2026 | MASECO LLP | Institutional manager | 30 Jun 2026 | 7.31K | $2.11M* | 30 Jun 2026 |
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| 5 Aug 2026 | Spartan Wealth Advisory Services LLC | Institutional manager | 30 Jun 2026 | 203.51K | $58.89M* | 30 Jun 2026 |
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| 5 Aug 2026 | Cogent Private Wealth, Inc. | Institutional manager | 30 Jun 2026 | 11.27K | $3.26M* | 30 Jun 2026 |
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| 5 Aug 2026 | Provident Living Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 12.07K | $3.49M* | 30 Jun 2026 |
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| 5 Aug 2026 | Cane Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 37.32K | $10.80M* | 30 Jun 2026 |
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| 5 Aug 2026 | Momentum Wealth Planning, LLC | Institutional manager | 30 Jun 2026 | 7.76K | $2.25M* | 30 Jun 2026 |
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| 5 Aug 2026 | SHUTTLEWORTH & Co | Institutional manager | 30 Jun 2026 | 16.90K | $4.89M* | 30 Jun 2026 |
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| 5 Aug 2026 | Vigil Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 9.09K | $2.63M* | 30 Jun 2026 |
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| 5 Aug 2026 | Goldenstone Wealth Management LLC | Institutional manager | 30 Jun 2026 | 27.05K | $7.83M* | 30 Jun 2026 |
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| 5 Aug 2026 | LiftPoint Family Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 13.57K | $3.93M* | 30 Jun 2026 |
|---|
| 5 Aug 2026 | OpenArc Corporate Advisory, LLC | Institutional manager | 30 Jun 2026 | 506.31K | $146.51M* | 30 Jun 2026 |
|---|
| 5 Aug 2026 | Innovative Asset Advisors Group, LLC | Institutional manager | 30 Jun 2026 | 35.83K | $10.37M* | 30 Jun 2026 |
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| 5 Aug 2026 | Norris Financial Group, LLC | Institutional manager | 30 Jun 2026 | 32.00K | $9.26M* | 30 Jun 2026 |
|---|
| 5 Aug 2026 | McKinney Capital Management, LLC | Institutional manager | 30 Jun 2026 | 717.00 | $207.47K* | 30 Jun 2026 |
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| 5 Aug 2026 | Blom & Howell Financial Planning, Inc. | Institutional manager | 30 Jun 2026 | 2.89K | $836.54K* | 30 Jun 2026 |
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| 5 Aug 2026 | CALDWELL SUTTER CAPITAL, INC. | Institutional manager | 30 Jun 2026 | 46.64K | $13.50M* | 30 Jun 2026 |
|---|
| 5 Aug 2026 | MONTAG A & ASSOCIATES INC | Institutional manager | 30 Jun 2026 | 290.64K | $84.10M* | 30 Jun 2026 |
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| 5 Aug 2026 | PDS Planning, Inc | Institutional manager | 30 Jun 2026 | 136.29K | $39.44M* | 30 Jun 2026 |
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| 5 Aug 2026 | AMICA MUTUAL INSURANCE CO | Institutional manager | 30 Jun 2026 | 177.80K | $51.45M* | 30 Jun 2026 |
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| 5 Aug 2026 | MIRAE ASSET SECURITIES (USA) INC. | Institutional manager | 30 Jun 2026 | 50.30K | $14.56M* | 30 Jun 2026 |
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| 5 Aug 2026 | NICHOLAS COMPANY, INC. | Institutional manager | 30 Jun 2026 | 662.70K | $191.76M* | 30 Jun 2026 |
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| 5 Aug 2026 | GLYNN CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 491.00 | $142.08K* | 30 Jun 2026 |
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