| 30 Jul 2026 | Bulltick Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 33.26K | $9.62M* | 30 Jun 2026 |
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| 30 Jul 2026 | Clientfirst Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 15.00K | $4.34M* | 30 Jun 2026 |
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| 30 Jul 2026 | Saudi Central Bank | Institutional manager | 30 Jun 2026 | 1.03M | $297.37M* | 30 Jun 2026 |
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| 30 Jul 2026 | Carter Financial Group, INC. | Institutional manager | 30 Jun 2026 | 22.41K | $6.48M* | 30 Jun 2026 |
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| 30 Jul 2026 | RETIREMENT GUYS FORMULA LLC | Institutional manager | 30 Jun 2026 | 18.82K | $5.45M* | 30 Jun 2026 |
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| 30 Jul 2026 | Left Brain Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 3.91K | $1.13M* | 30 Jun 2026 |
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| 30 Jul 2026 | Windle Wealth, LLC | Institutional manager | 30 Jun 2026 | 43.65K | $12.63M* | 30 Jun 2026 |
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| 30 Jul 2026 | Sensible Money, LLC | Institutional manager | 30 Jun 2026 | 13.99K | $4.05M* | 30 Jun 2026 |
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| 30 Jul 2026 | LEGACY FINANCIAL GROUP, INC. | Institutional manager | 30 Jun 2026 | 37.28K | $10.79M* | 30 Jun 2026 |
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| 30 Jul 2026 | Foundation Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 13.05K | $3.78M* | 30 Jun 2026 |
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| 30 Jul 2026 | ROGCO, LP | Institutional manager | 30 Jun 2026 | 20.25K | $5.86M* | 30 Jun 2026 |
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| 30 Jul 2026 | KITCHING PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 1.71K | $494.52K* | 30 Jun 2026 |
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| 30 Jul 2026 | Sterling Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 11.58K | $3.35M* | 30 Jun 2026 |
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| 30 Jul 2026 | BlueChip Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 16.43K | $4.76M* | 30 Jun 2026 |
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| 30 Jul 2026 | DIVERSIFY WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 449.05K | $129.94M* | 30 Jun 2026 |
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| 30 Jul 2026 | Next Level Wealth Planning, LLC | Institutional manager | 30 Jun 2026 | 9.83K | $2.84M* | 30 Jun 2026 |
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| 30 Jul 2026 | Bravias Capital Group, LLC | Institutional manager | 30 Jun 2026 | 7.21K | $2.09M* | 30 Jun 2026 |
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| 30 Jul 2026 | SCRATCH CAPITAL LLC | Institutional manager | 30 Jun 2026 | 2.50K | $722.24K* | 30 Jun 2026 |
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| 30 Jul 2026 | DKM Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 22.62K | $6.54M* | 30 Jun 2026 |
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| 30 Jul 2026 | Zinnia Wealth Advisory, LLC | Institutional manager | 30 Jun 2026 | 11.46K | $3.32M* | 30 Jun 2026 |
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| 30 Jul 2026 | CAMBRIDGE CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 3.82K | $1.11M* | 30 Jun 2026 |
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| 30 Jul 2026 | truNorth Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 4.92K | $1.42M* | 30 Jun 2026 |
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| 30 Jul 2026 | BAYBAN | Institutional manager | 30 Jun 2026 | 21.51K | $6.22M* | 30 Jun 2026 |
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| 30 Jul 2026 | Ahara Advisors LLC | Institutional manager | 30 Jun 2026 | (m) | (m) | (m) |
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| 30 Jul 2026 | Decker Wealth Management LLC | Institutional manager | 30 Jun 2026 | 54.98K | $15.91M* | 30 Jun 2026 |
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| 30 Jul 2026 | CPWA, LLC | Institutional manager | 30 Jun 2026 | 14.88K | $4.31M* | 30 Jun 2026 |
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| 30 Jul 2026 | Cedrus Wealth Group LLC | Institutional manager | 30 Jun 2026 | 5.49K | $1.59M* | 30 Jun 2026 |
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| 30 Jul 2026 | BAILARD, INC. | Institutional manager | 30 Jun 2026 | 826.57K | $239.18M* | 30 Jun 2026 |
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| 30 Jul 2026 | CONNING INC. | Institutional manager | 30 Jun 2026 | 81.60K | $23.61M* | 30 Jun 2026 |
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| 30 Jul 2026 | BENDER ROBERT & ASSOCIATES | Institutional manager | 30 Jun 2026 | 257.17K | $74.41M* | 30 Jun 2026 |
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| 30 Jul 2026 | Torray Investment Partners LLC | Institutional manager | 30 Jun 2026 | 48.37K | $14.00M* | 30 Jun 2026 |
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| 30 Jul 2026 | First National Trust Co | Institutional manager | 30 Jun 2026 | 451.01K | $130.50M* | 30 Jun 2026 |
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| 30 Jul 2026 | GeoWealth Management, LLC | Institutional manager | 30 Jun 2026 | 81.26K | $23.51M* | 30 Jun 2026 |
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| 30 Jul 2026 | Lebenthal Global Advisors, LLC | Institutional manager | 30 Jun 2026 | 53.43K | $15.46M* | 30 Jun 2026 |
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| 30 Jul 2026 | WealthCare Asset Management, LLC | Institutional manager | 30 Jun 2026 | 44.24K | $12.80M* | 30 Jun 2026 |
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| 30 Jul 2026 | Sovran Advisors, LLC | Institutional manager | 30 Jun 2026 | 108.75K | $31.47M* | 30 Jun 2026 |
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| 30 Jul 2026 | Banque Transatlantique SA | Institutional manager | 30 Jun 2026 | 1.06M | $306.85M* | 30 Jun 2026 |
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| 30 Jul 2026 | Crusonia Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 57.46K | $16.63M* | 30 Jun 2026 |
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| 30 Jul 2026 | HAZLETT, BURT & WATSON, INC. | Institutional manager | 30 Jun 2026 | 63.83K | $18.47M* | 30 Jun 2026 |
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| 30 Jul 2026 | Overbrook Management Corp | Institutional manager | 30 Jun 2026 | 85.57K | $24.76M* | 30 Jun 2026 |
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| 30 Jul 2026 | Spectrum Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 12.47K | $3.61M* | 30 Jun 2026 |
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| 30 Jul 2026 | Bridgelight Financial Advisors, Inc. | Institutional manager | 30 Jun 2026 | 2.76K | $797.48K* | 30 Jun 2026 |
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| 30 Jul 2026 | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | Institutional manager | 30 Jun 2026 | 13.05K | $3.78M* | 30 Jun 2026 |
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| 30 Jul 2026 | MITCHELL CAPITAL MANAGEMENT CO | Institutional manager | 30 Jun 2026 | 110.82K | $32.07M* | 30 Jun 2026 |
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| 30 Jul 2026 | PRENTISS SMITH & CO INC | Institutional manager | 30 Jun 2026 | 6.97K | $2.02M* | 30 Jun 2026 |
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| 30 Jul 2026 | DOCK STREET ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 83.97K | $24.30M* | 30 Jun 2026 |
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| 30 Jul 2026 | WATERS PARKERSON & CO., LLC | Institutional manager | 30 Jun 2026 | 147.81K | $42.77M* | 30 Jun 2026 |
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| 30 Jul 2026 | Boit C F David | Institutional manager | 30 Jun 2026 | 30.00K | $8.68M* | 30 Jun 2026 |
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| 30 Jul 2026 | Sterneck Capital Management, LLC | Institutional manager | 30 Jun 2026 | 82.57K | $23.89M* | 30 Jun 2026 |
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| 30 Jul 2026 | Asset Dedication, LLC | Institutional manager | 30 Jun 2026 | 70.70K | $20.46M* | 30 Jun 2026 |
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| 30 Jul 2026 | Roundview Capital LLC | Institutional manager | 30 Jun 2026 | 288.91K | $83.60M* | 30 Jun 2026 |
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| 30 Jul 2026 | Eos Management, L.P. | Institutional manager | 30 Jun 2026 | 27.14K | $7.85M* | 30 Jun 2026 |
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| 30 Jul 2026 | Chicago Partners Investment Group LLC | Institutional manager | 30 Jun 2026 | 336.80K | $97.46M* | 30 Jun 2026 |
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| 30 Jul 2026 | Lunt Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 2.86K | $827.28K* | 30 Jun 2026 |
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| 30 Jul 2026 | Del-Sette Capital Management, LLC | Institutional manager | 30 Jun 2026 | 10.08K | $2.92M* | 30 Jun 2026 |
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| 30 Jul 2026 | Local Pensions Partnership Investment Ltd | Institutional manager | 30 Jun 2026 | 614.29K | $177.75M* | 30 Jun 2026 |
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| 30 Jul 2026 | Ackerman Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 5.30K | $1.53M* | 30 Jun 2026 |
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| 30 Jul 2026 | Claro Advisors Inc. | Institutional manager | 30 Jun 2026 | 97.88K | $28.32M* | 30 Jun 2026 |
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| 30 Jul 2026 | MILFORD FUNDS LTD | Institutional manager | 30 Jun 2026 | 1.14M | $331.12M* | 30 Jun 2026 |
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| 30 Jul 2026 | Zhang Financial LLC | Institutional manager | 30 Jun 2026 | 229.05K | $66.28M* | 30 Jun 2026 |
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| 30 Jul 2026 | PETERSON WEALTH MANAGEMENT | Institutional manager | 30 Jun 2026 | 12.91K | $3.74M* | 30 Jun 2026 |
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| 30 Jul 2026 | SkyOak Wealth, LLC | Institutional manager | 30 Jun 2026 | 84.42K | $24.43M* | 30 Jun 2026 |
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| 30 Jul 2026 | Briaud Financial Planning Inc | Institutional manager | 30 Jun 2026 | 11.61K | $3.36M* | 30 Jun 2026 |
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| 30 Jul 2026 | Great Lakes Retirement, Inc. | Institutional manager | 30 Jun 2026 | 102.45K | $29.65M* | 30 Jun 2026 |
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| 30 Jul 2026 | Cornerstone Planning, LLC | Institutional manager | 30 Jun 2026 | 10.73K | $3.10M* | 30 Jun 2026 |
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| 30 Jul 2026 | Wealth Advisors of Iowa, LLC | Institutional manager | 30 Jun 2026 | 20.99K | $6.07M* | 30 Jun 2026 |
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| 30 Jul 2026 | Main Line Retirement Advisors, LLC | Institutional manager | 30 Jun 2026 | 3.39K | $982.09K* | 30 Jun 2026 |
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| 30 Jul 2026 | Laurel Wealth Planning LLC | Institutional manager | 30 Jun 2026 | 4.44K | $1.29M* | 30 Jun 2026 |
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| 30 Jul 2026 | Bluesphere Advisors LLC | Institutional manager | 30 Jun 2026 | 11.03K | $3.19M* | 30 Jun 2026 |
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| 30 Jul 2026 | Cassia Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 10.98K | $3.18M* | 30 Jun 2026 |
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| 30 Jul 2026 | South Shore Capital Advisors | Institutional manager | 30 Jun 2026 | 17.18K | $4.97M* | 30 Jun 2026 |
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| 30 Jul 2026 | LCM Capital Management Inc | Institutional manager | 30 Jun 2026 | 44.73K | $12.94M* | 30 Jun 2026 |
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| 30 Jul 2026 | Cherry Creek Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 43.95K | $12.72M* | 30 Jun 2026 |
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| 30 Jul 2026 | Roberts Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 90.39K | $26.16M* | 30 Jun 2026 |
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| 30 Jul 2026 | Corus Family Wealth Advisors | Institutional manager | 30 Jun 2026 | 36.54K | $10.57M* | 30 Jun 2026 |
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| 30 Jul 2026 | Carmel Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 12.26K | $3.55M* | 30 Jun 2026 |
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| 30 Jul 2026 | McBroom & Associates, LLC | Institutional manager | 30 Jun 2026 | 35.48K | $10.27M* | 30 Jun 2026 |
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| 30 Jul 2026 | Planning Center, Inc. | Institutional manager | 30 Jun 2026 | 31.14K | $9.01M* | 30 Jun 2026 |
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| 30 Jul 2026 | COMMONS CAPITAL, LLC | Institutional manager | 30 Jun 2026 | 34.85K | $10.08M* | 30 Jun 2026 |
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| 30 Jul 2026 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | Institutional manager | 30 Jun 2026 | 2.90K | $840.59K* | 30 Jun 2026 |
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| 30 Jul 2026 | Nvest Financial, LLC | Institutional manager | 30 Jun 2026 | 42.29K | $12.24M* | 30 Jun 2026 |
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| 30 Jul 2026 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC | Institutional manager | 30 Jun 2026 | 15.55K | $4.50M* | 30 Jun 2026 |
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| 30 Jul 2026 | CATALYST FINANCIAL PARTNERS LLC | Institutional manager | 30 Jun 2026 | 129.67K | $37.52M* | 30 Jun 2026 |
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| 30 Jul 2026 | MONTCHANIN ASSET MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 52.92K | $15.31M* | 30 Jun 2026 |
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| 30 Jul 2026 | RETIREMENT FINANCIAL SOLUTIONS, LLC | Institutional manager | 30 Jun 2026 | 732.00 | $211.81K* | 30 Jun 2026 |
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| 30 Jul 2026 | Glass Jacobson Investment Advisors llc | Institutional manager | 30 Jun 2026 | 10.43K | $3.02M* | 30 Jun 2026 |
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| 30 Jul 2026 | Buck Wealth Strategies, LLC | Institutional manager | 30 Jun 2026 | 77.15K | $22.32M* | 30 Jun 2026 |
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| 30 Jul 2026 | KENNEDY INVESTMENT GROUP, INC. | Institutional manager | 30 Jun 2026 | 69.39K | $20.08M* | 30 Jun 2026 |
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| 30 Jul 2026 | Pictet Asset Management Holding SA | Institutional manager | 30 Jun 2026 | 8.75M | $2.53B* | 30 Jun 2026 |
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| 30 Jul 2026 | CAP Partners, LLC | Institutional manager | 30 Jun 2026 | 14.62K | $4.23M* | 30 Jun 2026 |
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| 30 Jul 2026 | Integrity Wealth Solutions LLC | Institutional manager | 30 Jun 2026 | 19.07K | $5.52M* | 30 Jun 2026 |
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| 30 Jul 2026 | Pilgrim Partners Asia Pte Ltd | Institutional manager | 30 Jun 2026 | 7.15K | $2.07M* | 30 Jun 2026 |
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| 30 Jul 2026 | Glass Wealth Management Co LLC | Institutional manager | 30 Jun 2026 | 47.62K | $13.78M* | 30 Jun 2026 |
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| 30 Jul 2026 | Pathway Financial Advisers, LLC | Institutional manager | 30 Jun 2026 | 24.66K | $7.14M* | 30 Jun 2026 |
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| 30 Jul 2026 | Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | Institutional manager | 30 Jun 2026 | 72.00K | $20.83M* | 30 Jun 2026 |
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| 30 Jul 2026 | William B. Walkup & Associates, Inc. | Institutional manager | 30 Jun 2026 | 3.51K | $1.02M* | 30 Jun 2026 |
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| 30 Jul 2026 | VERUS WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 4.69K | $1.36M* | 30 Jun 2026 |
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| 30 Jul 2026 | Galilei Investment Office LLP | Institutional manager | 30 Jun 2026 | 8.45K | $2.44M* | 30 Jun 2026 |
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| 30 Jul 2026 | Generali Asset Management SPA SGR | Institutional manager | 30 Jun 2026 | 571.45K | $165.35M* | 30 Jun 2026 |
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| 30 Jul 2026 | ARRIEN INVESTMENTS, INC. | Institutional manager | 30 Jun 2026 | 3.06K | $883.99K* | 30 Jun 2026 |
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