| 3 Aug 2026 | Cherokee Insurance Co | Institutional manager | 30 Jun 2026 | 53.90K | $15.60M* | 30 Jun 2026 |
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| 3 Aug 2026 | Daniel Investment Group, Inc. | Institutional manager | 30 Jun 2026 | 11.90K | $3.44M* | 30 Jun 2026 |
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| 3 Aug 2026 | PINNACLE ASSOCIATES LTD | Institutional manager | 30 Jun 2026 | 1.21M | $350.91M* | 30 Jun 2026 |
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| 3 Aug 2026 | VAUGHAN & Co SECURITIES, INC. | Institutional manager | 30 Jun 2026 | 8.47K | $2.45M* | 30 Jun 2026 |
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| 3 Aug 2026 | SMITH SHELLNUT WILSON LLC /ADV | Institutional manager | 30 Jun 2026 | 30.33K | $8.78M* | 30 Jun 2026 |
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| 3 Aug 2026 | AmeriServ Wealth Advisors | Institutional manager | 30 Jun 2026 | 8.81K | $2.55M* | 30 Jun 2026 |
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| 3 Aug 2026 | OPPENHEIMER ASSET MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 428.73K | $124.06M* | 30 Jun 2026 |
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| 3 Aug 2026 | Vontobel Holding Ltd. | Institutional manager | 30 Jun 2026 | 1.66M | $479.64M* | 30 Jun 2026 |
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| 3 Aug 2026 | AE Wealth Management LLC | Institutional manager | 30 Jun 2026 | 2.56M | $742.14M* | 30 Jun 2026 |
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| 3 Aug 2026 | Beacon Bank & Trust | Institutional manager | 30 Jun 2026 | 68.47K | $19.81M* | 30 Jun 2026 |
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| 3 Aug 2026 | Autumn Glory Partners, LLC | Institutional manager | 30 Jun 2026 | 13.80K | $3.99M* | 30 Jun 2026 |
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| 3 Aug 2026 | Ascent Group, LLC | Institutional manager | 30 Jun 2026 | 289.11K | $83.66M* | 30 Jun 2026 |
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| 3 Aug 2026 | Wallace Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 8.56K | $2.48M* | 30 Jun 2026 |
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| 3 Aug 2026 | Citizens Business Bank | Institutional manager | 30 Jun 2026 | 74.06K | $21.43M* | 30 Jun 2026 |
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| 3 Aug 2026 | Gutierrez Wealth Advisory, LLC | Institutional manager | 30 Jun 2026 | 3.69K | $1.07M* | 30 Jun 2026 |
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| 3 Aug 2026 | ALEXANDER LABRUNERIE & CO., INC. | Institutional manager | 30 Jun 2026 | 99.67K | $28.84M* | 30 Jun 2026 |
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| 3 Aug 2026 | Caldwell Trust Co | Institutional manager | 30 Jun 2026 | 248.64K | $71.95M* | 30 Jun 2026 |
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| 3 Aug 2026 | MEYER HANDELMAN CO | Institutional manager | 30 Jun 2026 | 559.00K | $161.75M* | 30 Jun 2026 |
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| 3 Aug 2026 | JENNISON ASSOCIATES LLC | Institutional manager | 30 Jun 2026 | 32.78M | $9.49B* | 30 Jun 2026 |
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| 3 Aug 2026 | CITIGROUP INC | Institutional manager | 30 Jun 2026 | 25.29M | $7.32B* | 30 Jun 2026 |
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| 3 Aug 2026 | TCW GROUP INC | Institutional manager | 30 Jun 2026 | 552.16K | $159.77M* | 30 Jun 2026 |
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| 3 Aug 2026 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Institutional manager | 30 Jun 2026 | 30.36M | $8.79B* | 30 Jun 2026 |
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| 3 Aug 2026 | EVERETT HARRIS & CO /CA/ | Institutional manager | 30 Jun 2026 | 4.09M | $1.18B* | 30 Jun 2026 |
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| 3 Aug 2026 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | Institutional manager | 30 Jun 2026 | 135.17K | $39.11M* | 30 Jun 2026 |
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| 3 Aug 2026 | VAN STRUM & TOWNE INC. | Institutional manager | 30 Jun 2026 | 4.54K | $1.31M* | 30 Jun 2026 |
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| 3 Aug 2026 | MARCO INVESTMENT MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 263.10K | $76.13M* | 30 Jun 2026 |
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| 3 Aug 2026 | Willis Investment Counsel | Institutional manager | 30 Jun 2026 | 111.28K | $32.20M* | 30 Jun 2026 |
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| 3 Aug 2026 | Hodges Capital Management Inc. | Institutional manager | 30 Jun 2026 | 57.61K | $16.67M* | 30 Jun 2026 |
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| 3 Aug 2026 | First Dallas Securities Inc. | Institutional manager | 30 Jun 2026 | 67.35K | $19.49M* | 30 Jun 2026 |
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| 3 Aug 2026 | MAD RIVER INVESTORS | Institutional manager | 30 Jun 2026 | 5.05K | $1.46M* | 30 Jun 2026 |
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| 3 Aug 2026 | Van Cleef Asset Management,Inc | Institutional manager | 30 Jun 2026 | 407.20K | $117.83M* | 30 Jun 2026 |
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| 3 Aug 2026 | SUMMIT SECURITIES GROUP LLC | Institutional manager | 30 Jun 2026 | 51.08K | $14.78M* | 30 Jun 2026 |
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| 3 Aug 2026 | BIP Wealth, LLC | Institutional manager | 30 Jun 2026 | 121.03K | $35.02M* | 30 Jun 2026 |
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| 3 Aug 2026 | Spectrum Asset Management, Inc. (NB/CA) | Institutional manager | 30 Jun 2026 | 6.10K | $1.77M* | 30 Jun 2026 |
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| 3 Aug 2026 | Towercrest Capital Management | Institutional manager | 30 Jun 2026 | 33.73K | $9.76M* | 30 Jun 2026 |
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| 3 Aug 2026 | 1 NORTH WEALTH SERVICES LLC | Institutional manager | 30 Jun 2026 | 28.36K | $8.21M* | 30 Jun 2026 |
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| 3 Aug 2026 | Mandatum Life Insurance Co Ltd | Institutional manager | 30 Jun 2026 | 2.27K | $655.98K* | 30 Jun 2026 |
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| 3 Aug 2026 | Marietta Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 122.88K | $35.56M* | 30 Jun 2026 |
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| 3 Aug 2026 | Ridgewood Investments LLC | Institutional manager | 30 Jun 2026 | 2.34K | $677.10K* | 30 Jun 2026 |
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| 3 Aug 2026 | Lester Murray Antman dba SimplyRich | Institutional manager | 30 Jun 2026 | 107.22K | $31.02M* | 30 Jun 2026 |
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| 3 Aug 2026 | RETIREMENT INCOME SOLUTIONS, INC | Institutional manager | 30 Jun 2026 | 20.22K | $5.85M* | 30 Jun 2026 |
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| 3 Aug 2026 | SWS Partners | Institutional manager | 30 Jun 2026 | 2.63K | $761.31K* | 30 Jun 2026 |
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| 3 Aug 2026 | Next Capital Management LLC | Institutional manager | 30 Jun 2026 | 26.36K | $7.63M* | 30 Jun 2026 |
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| 3 Aug 2026 | Valtinson Bruner Financial Planning LLC | Institutional manager | 30 Jun 2026 | 18.88K | $5.46M* | 30 Jun 2026 |
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| 3 Aug 2026 | Qsemble Capital Management, LP | Institutional manager | 30 Jun 2026 | 5.37K | $1.55M* | 30 Jun 2026 |
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| 3 Aug 2026 | Outlook Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 23.36K | $6.76M* | 30 Jun 2026 |
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| 3 Aug 2026 | Ranch Capital Advisors Inc. | Institutional manager | 30 Jun 2026 | 42.76K | $12.37M* | 30 Jun 2026 |
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| 3 Aug 2026 | Horizon Advisory Services, Inc. | Institutional manager | 30 Jun 2026 | 1.42K | $411.76K* | 30 Jun 2026 |
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| 3 Aug 2026 | Firestone Capital Management | Institutional manager | 30 Jun 2026 | 17.37K | $5.03M* | 30 Jun 2026 |
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| 3 Aug 2026 | R. W. Roge & Company, Inc. | Institutional manager | 30 Jun 2026 | 10.57K | $3.06M* | 30 Jun 2026 |
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| 3 Aug 2026 | Elevated Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 32.83K | $9.50M* | 30 Jun 2026 |
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| 3 Aug 2026 | HOHIMER WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 108.95K | $31.53M* | 30 Jun 2026 |
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| 3 Aug 2026 | Carl P. Sherr & Co., LLC | Institutional manager | 30 Jun 2026 | 47.87K | $13.85M* | 30 Jun 2026 |
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| 3 Aug 2026 | Crew Capital Management, Ltd | Institutional manager | 30 Jun 2026 | 28.16K | $8.15M* | 30 Jun 2026 |
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| 3 Aug 2026 | Rede Wealth, LLC | Institutional manager | 30 Jun 2026 | 46.98K | $13.60M* | 30 Jun 2026 |
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| 3 Aug 2026 | Phoenix Wealth Advisors | Institutional manager | 30 Jun 2026 | 31.25K | $9.04M* | 30 Jun 2026 |
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| 3 Aug 2026 | OBSIDIAN CIO, LLC | Institutional manager | 30 Jun 2026 | 45.17K | $13.07M* | 30 Jun 2026 |
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| 3 Aug 2026 | Heirloom Wealth Management | Institutional manager | 30 Jun 2026 | 62.45K | $18.07M* | 30 Jun 2026 |
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| 3 Aug 2026 | Silver Oak Advisory Group, Inc. | Institutional manager | 30 Jun 2026 | 4.44K | $1.28M* | 30 Jun 2026 |
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| 3 Aug 2026 | Laraway Financial Advisors Inc | Institutional manager | 30 Jun 2026 | 43.98K | $12.73M* | 30 Jun 2026 |
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| 3 Aug 2026 | Acumen Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 54.22K | $15.69M* | 30 Jun 2026 |
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| 3 Aug 2026 | Plan Group Financial, LLC | Institutional manager | 30 Jun 2026 | 26.34K | $7.62M* | 30 Jun 2026 |
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| 3 Aug 2026 | Compound Global Advisors, LLC | Institutional manager | 30 Jun 2026 | 700.00 | $202.55K* | 30 Jun 2026 |
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| 3 Aug 2026 | Trifecta Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 122.86K | $35.55M* | 30 Jun 2026 |
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| 3 Aug 2026 | MilWealth Group LLC | Institutional manager | 30 Jun 2026 | 1.26K | $364.01K* | 30 Jun 2026 |
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| 3 Aug 2026 | Avid Wealth Partners LLC | Institutional manager | 30 Jun 2026 | 6.83K | $1.98M* | 30 Jun 2026 |
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| 3 Aug 2026 | Savvy Advisors, Inc. | Institutional manager | 30 Jun 2026 | 340.42K | $98.50M* | 30 Jun 2026 |
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| 3 Aug 2026 | Quotient Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 91.12K | $26.37M* | 30 Jun 2026 |
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| 3 Aug 2026 | One Degree Advisors Inc | Institutional manager | 30 Jun 2026 | 30.14K | $8.72M* | 30 Jun 2026 |
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| 3 Aug 2026 | Access Investment Management LLC | Institutional manager | 30 Jun 2026 | 665.00 | $192.42K* | 30 Jun 2026 |
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| 3 Aug 2026 | Lummis Asset Management, LP | Institutional manager | 30 Jun 2026 | 51.51K | $14.90M* | 30 Jun 2026 |
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| 3 Aug 2026 | GR FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 8.62K | $2.49M* | 30 Jun 2026 |
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| 3 Aug 2026 | Sagace Wealth Management LLC | Institutional manager | 30 Jun 2026 | 4.62K | $1.34M* | 30 Jun 2026 |
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| 3 Aug 2026 | Blue Water Asset Management | Institutional manager | 30 Jun 2026 | 5.83K | $1.69M* | 30 Jun 2026 |
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| 3 Aug 2026 | Carrera Capital Advisors | Institutional manager | 30 Jun 2026 | 16.84K | $4.87M* | 30 Jun 2026 |
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| 3 Aug 2026 | Timonier Family Office, LTD. | Institutional manager | 30 Jun 2026 | 4.86K | $1.41M* | 30 Jun 2026 |
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| 3 Aug 2026 | INKWELL CAPITAL LLC | Institutional manager | 30 Jun 2026 | 10.81K | $3.13M* | 30 Jun 2026 |
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| 3 Aug 2026 | Strategent Financial, LLC | Institutional manager | 30 Jun 2026 | 1.47K | $426.52K* | 30 Jun 2026 |
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| 3 Aug 2026 | SoundView Advisors Inc. | Institutional manager | 30 Jun 2026 | 5.73K | $1.66M* | 30 Jun 2026 |
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| 3 Aug 2026 | Warburton Capital Management, LLC | Institutional manager | 30 Jun 2026 | 10.07K | $2.91M* | 30 Jun 2026 |
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| 3 Aug 2026 | Hippocratic Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.73K | $500.01K* | 30 Jun 2026 |
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| 3 Aug 2026 | SAGESPRING WEALTH PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 249.90K | $72.31M* | 30 Jun 2026 |
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| 3 Aug 2026 | Good Steward Wealth Advisors,LLC | Institutional manager | 30 Jun 2026 | 4.51K | $1.31M* | 30 Jun 2026 |
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| 3 Aug 2026 | Turn8 Private Wealth Inc. | Institutional manager | 30 Jun 2026 | 2.44K | $706.33K* | 30 Jun 2026 |
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| 3 Aug 2026 | Manske Wealth Management | Institutional manager | 30 Jun 2026 | 94.73K | $27.41M* | 30 Jun 2026 |
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| 3 Aug 2026 | Eurizon SLJ Capital Ltd | Institutional manager | 30 Jun 2026 | 11.01K | $3.19M* | 30 Jun 2026 |
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| 3 Aug 2026 | Platt Wealth Management LLC | Institutional manager | 30 Jun 2026 | 19.06K | $5.52M* | 30 Jun 2026 |
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| 3 Aug 2026 | NewCorp Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 3.72K | $1.08M* | 30 Jun 2026 |
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| 3 Aug 2026 | McCartney Wealth Management LLC | Institutional manager | 30 Jun 2026 | 1.57K | $455.45K* | 30 Jun 2026 |
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| 3 Aug 2026 | Oakmont Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 947.00 | $274.02K* | 30 Jun 2026 |
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| 3 Aug 2026 | CHECK CAPITAL MANAGEMENT INC/CA | Institutional manager | 30 Jun 2026 | 23.44K | $6.78M* | 30 Jun 2026 |
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| 3 Aug 2026 | TOTAL INVESTMENT MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 30.29K | $8.76M* | 30 Jun 2026 |
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| 3 Aug 2026 | Stack Financial Management, Inc | Institutional manager | 30 Jun 2026 | 5.49K | $1.59M* | 30 Jun 2026 |
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| 3 Aug 2026 | Summit Global Investments | Institutional manager | 30 Jun 2026 | 81.88K | $23.69M* | 30 Jun 2026 |
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| 3 Aug 2026 | Hardy Reed LLC | Institutional manager | 30 Jun 2026 | 134.67K | $38.97M* | 30 Jun 2026 |
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| 3 Aug 2026 | TSA Wealth Managment LLC | Institutional manager | 30 Jun 2026 | 10.77K | $3.12M* | 30 Jun 2026 |
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| 3 Aug 2026 | KEYNOTE FINANCIAL SERVICES LLC | Institutional manager | 30 Jun 2026 | 37.05K | $10.72M* | 30 Jun 2026 |
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| 3 Aug 2026 | Old Peak Finance LLC | Institutional manager | 30 Jun 2026 | 9.15K | $2.65M* | 30 Jun 2026 |
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| 3 Aug 2026 | SMITH SHELLNUT WILSON LLC /ADV | Institutional manager | 31 Mar 2026 | 30.28K | $7.69M* | 31 Mar 2026 |
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| 3 Aug 2026 | BUSH INVESTMENT GROUP, LLC | Institutional manager | 31 Mar 2026 | 5.85K | $1.48M* | 31 Mar 2026 |
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