| 3 Aug 2026 | SMITH SHELLNUT WILSON LLC /ADV | Institutional manager | 31 Dec 2025 | 32.17K | $8.75M* | 31 Dec 2025 |
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| 3 Aug 2026 | Omnitrust Wealth Management, Inc | Institutional manager | 30 Jun 2025 | 5.55K | $1.14M* | 30 Jun 2025 |
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| 3 Aug 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2010 | 875.00 | $282.24K* | 31 Dec 2010 |
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| 31 Jul 2026 | CABOT WEALTH MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 142.79K | $41.32M* | 30 Jun 2026 |
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| 31 Jul 2026 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Institutional manager | 30 Jun 2026 | 242.95K | $70.30M* | 30 Jun 2026 |
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| 31 Jul 2026 | Linscomb Wealth, Inc. | Institutional manager | 30 Jun 2026 | 114.46K | $33.12M* | 30 Jun 2026 |
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| 31 Jul 2026 | Calamos Advisors LLC | Institutional manager | 30 Jun 2026 | 3.93M | $1.14B* | 30 Jun 2026 |
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| 31 Jul 2026 | FOUNDERS FINANCIAL SECURITIES LLC | Institutional manager | 30 Jun 2026 | 89.23K | $25.82M* | 30 Jun 2026 |
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| 31 Jul 2026 | INTEGRITY ALLIANCE, LLC. | Institutional manager | 30 Jun 2026 | 223.48K | $64.67M* | 30 Jun 2026 |
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| 31 Jul 2026 | INTERACTIVE FINANCIAL ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 1.24K | $359.10K* | 30 Jun 2026 |
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| 31 Jul 2026 | J.P. Marvel Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 185.78K | $53.76M* | 30 Jun 2026 |
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| 31 Jul 2026 | Calamos Wealth Management LLC | Institutional manager | 30 Jun 2026 | 811.81K | $234.90M* | 30 Jun 2026 |
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| 31 Jul 2026 | Convergence Investment Partners, LLC | Institutional manager | 30 Jun 2026 | 21.49K | $6.22M* | 30 Jun 2026 |
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| 31 Jul 2026 | Freestone Capital Holdings, LLC | Institutional manager | 30 Jun 2026 | 538.85K | $155.92M* | 30 Jun 2026 |
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| 31 Jul 2026 | Aviance Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 261.61K | $75.70M* | 30 Jun 2026 |
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| 31 Jul 2026 | Hudock, Inc. | Institutional manager | 30 Jun 2026 | 34.99K | $10.12M* | 30 Jun 2026 |
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| 31 Jul 2026 | INVESTMENT HOUSE LLC | Institutional manager | 30 Jun 2026 | 511.76K | $148.08M* | 30 Jun 2026 |
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| 31 Jul 2026 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd | Institutional manager | 30 Jun 2026 | 81.78K | $23.66M* | 30 Jun 2026 |
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| 31 Jul 2026 | Belvedere Trading LLC | Institutional manager | 30 Jun 2026 | 94.23K | $27.27M* | 30 Jun 2026 |
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| 31 Jul 2026 | Harfst & Associates, Inc. | Institutional manager | 30 Jun 2026 | 34.32K | $9.93M* | 30 Jun 2026 |
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| 31 Jul 2026 | Jackson, Grant Investment Advisers, Inc. | Institutional manager | 30 Jun 2026 | 20.64K | $5.97M* | 30 Jun 2026 |
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| 31 Jul 2026 | Probity Advisors, Inc. | Institutional manager | 30 Jun 2026 | 7.35K | $2.13M* | 30 Jun 2026 |
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| 31 Jul 2026 | Blankinship & Foster, LLC | Institutional manager | 30 Jun 2026 | 18.16K | $5.25M* | 30 Jun 2026 |
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| 31 Jul 2026 | CAHABA WEALTH MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 27.14K | $7.85M* | 30 Jun 2026 |
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| 31 Jul 2026 | Seneca House Advisors | Institutional manager | 30 Jun 2026 | 21.17K | $6.13M* | 30 Jun 2026 |
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| 31 Jul 2026 | MGO ONE SEVEN LLC | Institutional manager | 30 Jun 2026 | 611.99K | $177.09M* | 30 Jun 2026 |
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| 31 Jul 2026 | Rossmore Private Capital | Institutional manager | 30 Jun 2026 | 216.25K | $62.57M* | 30 Jun 2026 |
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| 31 Jul 2026 | B&D White Capital Company, LLC | Institutional manager | 30 Jun 2026 | 10.13K | $2.93M* | 30 Jun 2026 |
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| 31 Jul 2026 | GARRISON POINT ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 49.09K | $14.21M* | 30 Jun 2026 |
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| 31 Jul 2026 | Guidance Point Advisors, LLC | Institutional manager | 30 Jun 2026 | 7.58K | $2.19M* | 30 Jun 2026 |
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| 31 Jul 2026 | Brendel Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 15.26K | $4.41M* | 30 Jun 2026 |
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| 31 Jul 2026 | Stonebridge Financial Planning Group, LLC | Institutional manager | 30 Jun 2026 | 11.30K | $3.27M* | 30 Jun 2026 |
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| 31 Jul 2026 | Capital Wealth Alliance, LLC | Institutional manager | 30 Jun 2026 | 1.16K | $335.95K* | 30 Jun 2026 |
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| 31 Jul 2026 | AWM CAPITAL, LLC | Institutional manager | 30 Jun 2026 | 7.53K | $2.18M* | 30 Jun 2026 |
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| 31 Jul 2026 | AF Advisors, Inc. | Institutional manager | 30 Jun 2026 | 1.74K | $502.04K* | 30 Jun 2026 |
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| 31 Jul 2026 | Stirlingshire Investments, Inc. | Institutional manager | 30 Jun 2026 | 7.36K | $2.13M* | 30 Jun 2026 |
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| 31 Jul 2026 | HUB Investment Partners, LLC | Institutional manager | 30 Jun 2026 | 1.49M | $431.55M* | 30 Jun 2026 |
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| 31 Jul 2026 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 66.72K | $19.31M* | 30 Jun 2026 |
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| 31 Jul 2026 | THEORY FINANCIAL LLC | Institutional manager | 30 Jun 2026 | 1.95K | $563.67K* | 30 Jun 2026 |
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| 31 Jul 2026 | Austin Asset Management Co Inc | Institutional manager | 30 Jun 2026 | 24.87K | $7.20M* | 30 Jun 2026 |
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| 31 Jul 2026 | MWA Asset Management | Institutional manager | 30 Jun 2026 | 27.57K | $7.98M* | 30 Jun 2026 |
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| 31 Jul 2026 | Solidarity Wealth, LLC | Institutional manager | 30 Jun 2026 | 190.48K | $55.12M* | 30 Jun 2026 |
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| 31 Jul 2026 | Elevate Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 8.60K | $2.49M* | 30 Jun 2026 |
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| 31 Jul 2026 | Zullo Investment Group, Inc. | Institutional manager | 30 Jun 2026 | 157.91K | $45.69M* | 30 Jun 2026 |
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| 31 Jul 2026 | Lakeside Advisors, INC. | Institutional manager | 30 Jun 2026 | 7.94K | $2.30M* | 30 Jun 2026 |
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| 31 Jul 2026 | Glassy Mountain Advisors, Inc. | Institutional manager | 30 Jun 2026 | 61.86K | $17.90M* | 30 Jun 2026 |
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| 31 Jul 2026 | Integrity Financial Corp /WA | Institutional manager | 30 Jun 2026 | 27.34K | $7.91M* | 30 Jun 2026 |
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| 31 Jul 2026 | WorthPointe, LLC | Institutional manager | 30 Jun 2026 | 8.30K | $2.40M* | 30 Jun 2026 |
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| 31 Jul 2026 | Powers Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 10.47K | $3.03M* | 30 Jun 2026 |
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| 31 Jul 2026 | Family Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 22.32K | $6.46M* | 30 Jun 2026 |
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| 31 Jul 2026 | Worth Financial Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 28.58K | $8.27M* | 30 Jun 2026 |
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| 31 Jul 2026 | Evergreen Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 952.00 | $275.47K* | 30 Jun 2026 |
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| 31 Jul 2026 | Granite Harbor Advisors, Inc. | Institutional manager | 30 Jun 2026 | 35.92K | $10.39M* | 30 Jun 2026 |
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| 31 Jul 2026 | LJI Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 59.38K | $17.18M* | 30 Jun 2026 |
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| 31 Jul 2026 | New Republic Capital, LLC | Institutional manager | 30 Jun 2026 | 189.53K | $54.84M* | 30 Jun 2026 |
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| 31 Jul 2026 | SYNTAX RESEARCH, INC. | Institutional manager | 30 Jun 2026 | 28.79K | $8.33M* | 30 Jun 2026 |
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| 31 Jul 2026 | Shared Vision Wealth Group LLC | Institutional manager | 30 Jun 2026 | 174.30K | $50.43M* | 30 Jun 2026 |
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| 31 Jul 2026 | Quadcap Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 101.36K | $29.33M* | 30 Jun 2026 |
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| 31 Jul 2026 | BOCHK Asset Management Ltd | Institutional manager | 30 Jun 2026 | 131.95K | $38.18M* | 30 Jun 2026 |
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| 31 Jul 2026 | Kuhn & Co Investment Counsel | Institutional manager | 30 Jun 2026 | 19.97K | $5.78M* | 30 Jun 2026 |
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| 31 Jul 2026 | Cove Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 155.63K | $45.03M* | 30 Jun 2026 |
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| 31 Jul 2026 | WEALTHGARDEN F.S. LLC | Institutional manager | 30 Jun 2026 | 11.29K | $3.27M* | 30 Jun 2026 |
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| 31 Jul 2026 | Kerusso Capital Management LLC | Institutional manager | 30 Jun 2026 | 29.23K | $8.46M* | 30 Jun 2026 |
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| 31 Jul 2026 | Diversified Enterprises, LLC | Institutional manager | 30 Jun 2026 | 108.81K | $31.48M* | 30 Jun 2026 |
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| 31 Jul 2026 | Code Waechter LLC | Institutional manager | 30 Jun 2026 | 8.85K | $2.56M* | 30 Jun 2026 |
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| 31 Jul 2026 | Integrated Capital Management, LLC | Institutional manager | 30 Jun 2026 | 10.06K | $2.91M* | 30 Jun 2026 |
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| 31 Jul 2026 | BCS Private Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 26.93K | $7.79M* | 30 Jun 2026 |
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| 31 Jul 2026 | Wernau Asset Management Inc. | Institutional manager | 30 Jun 2026 | 91.04K | $26.34M* | 30 Jun 2026 |
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| 31 Jul 2026 | KDT Advisors, LLC | Institutional manager | 30 Jun 2026 | 16.59K | $4.80M* | 30 Jun 2026 |
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| 31 Jul 2026 | Lakeshore Capital Group, Inc. | Institutional manager | 30 Jun 2026 | 12.24K | $3.54M* | 30 Jun 2026 |
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| 31 Jul 2026 | Integrity Advisory Solutions, LLC | Institutional manager | 30 Jun 2026 | 18.89K | $5.46M* | 30 Jun 2026 |
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| 31 Jul 2026 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 14.88K | $4.31M* | 30 Jun 2026 |
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| 31 Jul 2026 | Providence Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.70K | $490.75K* | 30 Jun 2026 |
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| 31 Jul 2026 | J. Derek Lewis & Associates Inc. | Institutional manager | 30 Jun 2026 | 69.86K | $20.21M* | 30 Jun 2026 |
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| 31 Jul 2026 | Bannerstone Capital Management, LLC | Institutional manager | 30 Jun 2026 | 19.77K | $5.72M* | 30 Jun 2026 |
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| 31 Jul 2026 | FORMULATE FINANCIAL LLC | Institutional manager | 30 Jun 2026 | 3.72K | $1.08M* | 30 Jun 2026 |
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| 31 Jul 2026 | Odyssey Capital Advisors, Inc. | Institutional manager | 30 Jun 2026 | 12.35K | $3.57M* | 30 Jun 2026 |
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| 31 Jul 2026 | PINCUS CAPITAL MANAGEMENT, LP | Institutional manager | 30 Jun 2026 | 67.63K | $19.57M* | 30 Jun 2026 |
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| 31 Jul 2026 | Tortuga Wealth Management, Inc | Institutional manager | 30 Jun 2026 | 28.65K | $8.29M* | 30 Jun 2026 |
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| 31 Jul 2026 | Avail Investment Partners, LLC | Institutional manager | 30 Jun 2026 | 10.50K | $3.04M* | 30 Jun 2026 |
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| 31 Jul 2026 | DEMMING FINANCIAL SERVICES CORP /ADV | Institutional manager | 30 Jun 2026 | 2.39K | $690.41K* | 30 Jun 2026 |
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| 31 Jul 2026 | Associated Banc-Corp | Institutional manager | 30 Jun 2026 | 561.44K | $162.46M* | 30 Jun 2026 |
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| 31 Jul 2026 | BECKER CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 635.04K | $183.76M* | 30 Jun 2026 |
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| 31 Jul 2026 | PAYDEN & RYGEL | Institutional manager | 30 Jun 2026 | 138.31K | $40.02M* | 30 Jun 2026 |
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| 31 Jul 2026 | Markel Group Inc. | Institutional manager | 30 Jun 2026 | 1.23M | $355.13M* | 30 Jun 2026 |
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| 31 Jul 2026 | Daiwa Securities Group Inc. | Institutional manager | 30 Jun 2026 | 8.15M | $2.36B* | 30 Jun 2026 |
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| 31 Jul 2026 | Axiom Investment Management LLC | Institutional manager | 30 Jun 2026 | 28.19K | $8.16M* | 30 Jun 2026 |
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| 31 Jul 2026 | AIA Group Ltd | Institutional manager | 30 Jun 2026 | 436.91K | $126.42M* | 30 Jun 2026 |
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| 31 Jul 2026 | Members Trust Co | Institutional manager | 30 Jun 2026 | 113.00K | $32.70M* | 30 Jun 2026 |
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| 31 Jul 2026 | Aberdeen Group plc | Institutional manager | 30 Jun 2026 | 16.88M | $4.88B* | 30 Jun 2026 |
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| 31 Jul 2026 | Impact Investors, Inc | Institutional manager | 30 Jun 2026 | 10.39K | $3.01M* | 30 Jun 2026 |
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| 31 Jul 2026 | J. Safra Sarasin Holding AG | Institutional manager | 30 Jun 2026 | 604.54K | $174.93M* | 30 Jun 2026 |
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| 31 Jul 2026 | W ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 42.04K | $12.17M* | 30 Jun 2026 |
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| 31 Jul 2026 | Atlas Legacy Advisors, LLC | Institutional manager | 30 Jun 2026 | 61.15K | $17.69M* | 30 Jun 2026 |
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| 31 Jul 2026 | CENTRAL TRUST Co | Institutional manager | 30 Jun 2026 | 956.85K | $276.87M* | 30 Jun 2026 |
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| 31 Jul 2026 | EADS & HEALD WEALTH MANAGEMENT | Institutional manager | 30 Jun 2026 | 12.56K | $3.63M* | 30 Jun 2026 |
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| 31 Jul 2026 | SAYBROOK CAPITAL /NC | Institutional manager | 30 Jun 2026 | 146.54K | $42.40M* | 30 Jun 2026 |
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| 31 Jul 2026 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | Institutional manager | 30 Jun 2026 | 6.17K | $1.78M* | 30 Jun 2026 |
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| 31 Jul 2026 | WEDGEWOOD INVESTORS INC /PA/ | Institutional manager | 30 Jun 2026 | 10.69K | $3.09M* | 30 Jun 2026 |
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| 31 Jul 2026 | PRIVATE MANAGEMENT GROUP INC | Institutional manager | 30 Jun 2026 | 46.88K | $13.57M* | 30 Jun 2026 |
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