| 23 Jul 2026 | Saratoga Research & Investment Management | Institutional manager | 30 Jun 2026 | 100.40K | $29.05M* | 30 Jun 2026 |
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| 23 Jul 2026 | Stillwater Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 235.68K | $68.20M* | 30 Jun 2026 |
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| 23 Jul 2026 | Carlton Hofferkamp & Jenks Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 33.83K | $9.79M* | 30 Jun 2026 |
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| 23 Jul 2026 | HERALD INVESTMENT MANAGEMENT Ltd | Institutional manager | 30 Jun 2026 | 24.50K | $7.09M* | 30 Jun 2026 |
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| 23 Jul 2026 | Artemis Investment Management LLP | Institutional manager | 30 Jun 2026 | 246.14K | $71.22M* | 30 Jun 2026 |
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| 23 Jul 2026 | JNBA Financial Advisors | Institutional manager | 30 Jun 2026 | 31.18K | $9.02M* | 30 Jun 2026 |
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| 23 Jul 2026 | NAPLES GLOBAL ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 185.08K | $53.55M* | 30 Jun 2026 |
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| 23 Jul 2026 | HOERTKORN RICHARD CHARLES | Institutional manager | 30 Jun 2026 | 38.70K | $11.20M* | 30 Jun 2026 |
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| 23 Jul 2026 | E&G Advisors, LLC | Institutional manager | 30 Jun 2026 | 22.31K | $6.46M* | 30 Jun 2026 |
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| 23 Jul 2026 | Wealth Architects, LLC | Institutional manager | 30 Jun 2026 | 153.17K | $44.32M* | 30 Jun 2026 |
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| 23 Jul 2026 | FINANCIAL CONSULATE, INC | Institutional manager | 30 Jun 2026 | 76.02K | $22.00M* | 30 Jun 2026 |
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| 23 Jul 2026 | Strid Group, LLC | Institutional manager | 30 Jun 2026 | 7.98K | $2.31M* | 30 Jun 2026 |
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| 23 Jul 2026 | NorthLanding Financial Partners, LLC | Institutional manager | 30 Jun 2026 | 2.11K | $610.84K* | 30 Jun 2026 |
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| 23 Jul 2026 | Sawyer & Company, Inc | Institutional manager | 30 Jun 2026 | 50.40K | $14.58M* | 30 Jun 2026 |
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| 23 Jul 2026 | Holistic Financial Partners | Institutional manager | 30 Jun 2026 | 11.12K | $3.22M* | 30 Jun 2026 |
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| 23 Jul 2026 | James Hambro & Partners LLP | Institutional manager | 30 Jun 2026 | 2.57K | $743.08K* | 30 Jun 2026 |
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| 23 Jul 2026 | Leonard Rickey Investment Advisors P.L.L.C. | Institutional manager | 30 Jun 2026 | 11.95K | $3.46M* | 30 Jun 2026 |
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| 23 Jul 2026 | Great Point Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 17.44K | $5.05M* | 30 Jun 2026 |
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| 23 Jul 2026 | Apollon Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 937.35K | $271.23M* | 30 Jun 2026 |
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| 23 Jul 2026 | ERn Financial, LLC | Institutional manager | 30 Jun 2026 | 22.78K | $6.59M* | 30 Jun 2026 |
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| 23 Jul 2026 | WT Wealth Management | Institutional manager | 30 Jun 2026 | 31.66K | $9.16M* | 30 Jun 2026 |
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| 23 Jul 2026 | PFG Private Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 6.61K | $1.91M* | 30 Jun 2026 |
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| 23 Jul 2026 | Investment Research & Advisory Group, Inc. | Institutional manager | 30 Jun 2026 | 75.78K | $21.93M* | 30 Jun 2026 |
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| 23 Jul 2026 | Copper Harbor Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 5.37K | $1.55M* | 30 Jun 2026 |
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| 23 Jul 2026 | COLUMBIA ADVISORY PARTNERS LLC | Institutional manager | 30 Jun 2026 | 5.87K | $1.70M* | 30 Jun 2026 |
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| 23 Jul 2026 | StrongBox Wealth, LLC | Institutional manager | 30 Jun 2026 | 19.44K | $5.62M* | 30 Jun 2026 |
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| 23 Jul 2026 | Robbins Farley | Institutional manager | 30 Jun 2026 | 19.70K | $5.70M* | 30 Jun 2026 |
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| 23 Jul 2026 | SBI Securities Co., Ltd. | Institutional manager | 30 Jun 2026 | 469.92K | $135.98M* | 30 Jun 2026 |
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| 23 Jul 2026 | Carmel Capital Management L.L.C. | Institutional manager | 30 Jun 2026 | 49.61K | $14.36M* | 30 Jun 2026 |
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| 23 Jul 2026 | DARA CAPITAL US, INC. | Institutional manager | 30 Jun 2026 | 2.40K | $694.75K* | 30 Jun 2026 |
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| 23 Jul 2026 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | Institutional manager | 30 Jun 2026 | 2.30K | $666.11K* | 30 Jun 2026 |
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| 23 Jul 2026 | MILLER WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 240.00 | $69.45K* | 30 Jun 2026 |
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| 23 Jul 2026 | Stone Summit Wealth LLC | Institutional manager | 30 Jun 2026 | 17.96K | $5.20M* | 30 Jun 2026 |
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| 23 Jul 2026 | PayPay Securities Corp | Institutional manager | 30 Jun 2026 | 309.00 | $89.41K* | 30 Jun 2026 |
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| 23 Jul 2026 | Kellett Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 14.66K | $4.24M* | 30 Jun 2026 |
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| 23 Jul 2026 | BancFirst Trust & Investment Management | Institutional manager | 30 Jun 2026 | 5.51K | $1.59M* | 30 Jun 2026 |
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| 23 Jul 2026 | Alley Investment Management Company, LLC | Institutional manager | 30 Jun 2026 | 120.43K | $34.85M* | 30 Jun 2026 |
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| 23 Jul 2026 | Mason & Associates Inc | Institutional manager | 30 Jun 2026 | 42.89K | $12.41M* | 30 Jun 2026 |
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| 23 Jul 2026 | Smallwood Wealth Investment Management, LLC | Institutional manager | 30 Jun 2026 | 45.49K | $13.16M* | 30 Jun 2026 |
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| 23 Jul 2026 | Boyce & Associates Wealth Consulting, Inc. | Institutional manager | 30 Jun 2026 | 9.58K | $2.77M* | 30 Jun 2026 |
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| 23 Jul 2026 | Consolidated Portfolio Review Corp | Institutional manager | 30 Jun 2026 | 31.20K | $9.03M* | 30 Jun 2026 |
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| 23 Jul 2026 | PFG Investments, LLC | Institutional manager | 30 Jun 2026 | 529.08K | $153.09M* | 30 Jun 2026 |
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| 23 Jul 2026 | LAZARI CAPITAL MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 149.02K | $43.12M* | 30 Jun 2026 |
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| 23 Jul 2026 | Arcataur Capital Management LLC | Institutional manager | 30 Jun 2026 | 20.66K | $5.98M* | 30 Jun 2026 |
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| 23 Jul 2026 | Global View Capital Management LLC | Institutional manager | 30 Jun 2026 | 4.82K | $1.40M* | 30 Jun 2026 |
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| 23 Jul 2026 | Wheelhouse Advisory Group LLC | Institutional manager | 30 Jun 2026 | 9.58K | $2.77M* | 30 Jun 2026 |
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| 23 Jul 2026 | Turning Point Benefit Group, Inc. | Institutional manager | 30 Jun 2026 | 2.15K | $623.28K* | 30 Jun 2026 |
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| 23 Jul 2026 | WETZEL INVESTMENT ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 13.27K | $3.84M* | 30 Jun 2026 |
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| 23 Jul 2026 | Evergreen Private Wealth LLC | Institutional manager | 30 Jun 2026 | 24.42K | $7.07M* | 30 Jun 2026 |
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| 23 Jul 2026 | Eaton-Cambridge Inc. | Institutional manager | 30 Jun 2026 | 14.63K | $4.23M* | 30 Jun 2026 |
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| 23 Jul 2026 | Atlantic Edge Private Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 46.59K | $13.48M* | 30 Jun 2026 |
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| 23 Jul 2026 | Apollon Financial, LLC | Institutional manager | 30 Jun 2026 | 82.61K | $23.91M* | 30 Jun 2026 |
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| 23 Jul 2026 | Mediolanum International Funds Ltd | Institutional manager | 30 Jun 2026 | 2.39M | $692.85M* | 30 Jun 2026 |
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| 23 Jul 2026 | NEW WAVE WEALTH ADVISORS LLC | Institutional manager | 30 Jun 2026 | 18.31K | (m) | (m) |
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| 23 Jul 2026 | HERITAGE OAK WEALTH ADVISORS LLC | Institutional manager | 30 Jun 2026 | 18.52K | $5.36M* | 30 Jun 2026 |
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| 23 Jul 2026 | Wealth Advisory Team LLC | Institutional manager | 30 Jun 2026 | 1.14K | $328.71K* | 30 Jun 2026 |
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| 23 Jul 2026 | AG2R LA MONDIALE GESTION D'ACTIFS | Institutional manager | 30 Jun 2026 | 643.82K | $186.29M* | 30 Jun 2026 |
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| 23 Jul 2026 | Brady Martz Wealth Solutions, LLC | Institutional manager | 30 Jun 2026 | 24.28K | $7.03M* | 30 Jun 2026 |
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| 23 Jul 2026 | Berbice Capital Management LLC | Institutional manager | 30 Jun 2026 | 21.06K | $6.09M* | 30 Jun 2026 |
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| 23 Jul 2026 | GKV Capital Management Co., Inc. | Institutional manager | 30 Jun 2026 | 31.07K | $8.99M* | 30 Jun 2026 |
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| 23 Jul 2026 | LOUISBOURG INVESTMENTS INC. | Institutional manager | 30 Jun 2026 | 2.64K | $763.91K* | 30 Jun 2026 |
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| 23 Jul 2026 | Citrine Capital LLC | Institutional manager | 30 Jun 2026 | 5.74K | $1.66M* | 30 Jun 2026 |
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| 23 Jul 2026 | Atala Financial Inc | Institutional manager | 30 Jun 2026 | 11.27K | $3.26M* | 30 Jun 2026 |
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| 23 Jul 2026 | Grove Street Fiduciary, LLC | Institutional manager | 30 Jun 2026 | 6.06K | $1.75M* | 30 Jun 2026 |
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| 23 Jul 2026 | Brookwood Investment Group LLC | Institutional manager | 30 Jun 2026 | 112.77K | $32.63M* | 30 Jun 2026 |
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| 23 Jul 2026 | Traub Capital Management LLC | Institutional manager | 30 Jun 2026 | 23.36K | $6.76M* | 30 Jun 2026 |
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| 23 Jul 2026 | 6th Street Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.89K | $548.05K* | 30 Jun 2026 |
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| 23 Jul 2026 | Financial Planning Hawaii, Inc. | Institutional manager | 30 Jun 2026 | 62.64K | $18.13M* | 30 Jun 2026 |
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| 23 Jul 2026 | ANCHYRA PARTNERS LLC | Institutional manager | 30 Jun 2026 | 63.40K | $18.35M* | 30 Jun 2026 |
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| 23 Jul 2026 | Karras Company, Inc. | Institutional manager | 30 Jun 2026 | 16.07K | $4.65M* | 30 Jun 2026 |
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| 23 Jul 2026 | Fideuram Asset Management (Ireland) dac | Institutional manager | 30 Jun 2026 | 199.55K | $57.74M* | 30 Jun 2026 |
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| 23 Jul 2026 | Intesa Sanpaolo Wealth Management | Institutional manager | 30 Jun 2026 | 83.04K | $24.03M* | 30 Jun 2026 |
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| 23 Jul 2026 | VUB Generali dochodkova spravcovska spolocnost, a.s. | Institutional manager | 30 Jun 2026 | 36.68K | $10.61M* | 30 Jun 2026 |
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| 23 Jul 2026 | Bravera Wealth | Institutional manager | 30 Jun 2026 | 11.15K | $3.23M* | 30 Jun 2026 |
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| 23 Jul 2026 | Navigate Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 14.79K | $4.28M* | 30 Jun 2026 |
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| 23 Jul 2026 | J. M. Brown & Associates Inc. | Institutional manager | 30 Jun 2026 | 19.76K | $5.72M* | 30 Jun 2026 |
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| 23 Jul 2026 | R2 Capital Strategies, LLC | Institutional manager | 30 Jun 2026 | 65.42K | $18.93M* | 30 Jun 2026 |
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| 23 Jul 2026 | ROWLANDMILLER & PARTNERS.ADV | Institutional manager | 30 Jun 2026 | 126.60K | $36.63M* | 30 Jun 2026 |
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| 23 Jul 2026 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Institutional manager | 30 Jun 2026 | 11.35M | $3.28B* | 30 Jun 2026 |
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| 23 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 30 Jun 2026 | 1.88K | $544.58K* | 30 Jun 2026 |
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| 23 Jul 2026 | AMALGAMATED BANK | Institutional manager | 30 Jun 2026 | 2.81M | $813.64M* | 30 Jun 2026 |
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| 23 Jul 2026 | WMG Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 23.55K | $6.81M* | 30 Jun 2026 |
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| 23 Jul 2026 | Dupree Financial Group, LLC | Institutional manager | 30 Jun 2026 | 19.07K | $5.52M* | 30 Jun 2026 |
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| 23 Jul 2026 | ABN AMRO INVESTMENT SOLUTIONS | Institutional manager | 30 Jun 2026 | 2.04M | $591.08M* | 30 Jun 2026 |
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| 23 Jul 2026 | Prism Planning Partners LLC | Institutional manager | 30 Jun 2026 | 5.83K | $1.69M* | 30 Jun 2026 |
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| 23 Jul 2026 | Wedbush Fund Advisers, LLC | Institutional manager | 31 Dec 2025 | 169.68K | $46.13M* | 31 Dec 2025 |
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| 23 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2013 | 7.25K | $4.07M* | 31 Dec 2013 |
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| 23 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Sept 2013 | 6.63K | $3.16M* | 30 Sept 2013 |
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| 22 Jul 2026 | BOURGEON CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 50.07K | $14.49M* | 30 Jun 2026 |
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| 22 Jul 2026 | MARATHON CAPITAL MANAGEMENT | Institutional manager | 30 Jun 2026 | 42.66K | $12.34M* | 30 Jun 2026 |
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| 22 Jul 2026 | Sumitomo Mitsui DS Asset Management Company, Ltd | Institutional manager | 30 Jun 2026 | 2.37M | $685.26M* | 30 Jun 2026 |
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| 22 Jul 2026 | Wallington Asset Management, LLC | Institutional manager | 30 Jun 2026 | 127.78K | $36.97M* | 30 Jun 2026 |
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| 22 Jul 2026 | BANTA ASSET MANAGEMENT LP | Institutional manager | 30 Jun 2026 | 19.53K | $5.65M* | 30 Jun 2026 |
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| 22 Jul 2026 | Mesirow Financial Investment Management, Inc. | Institutional manager | 30 Jun 2026 | 1.01M | $292.63M* | 30 Jun 2026 |
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| 22 Jul 2026 | LMCG INVESTMENTS, LLC | Institutional manager | 30 Jun 2026 | 259.47K | $75.08M* | 30 Jun 2026 |
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| 22 Jul 2026 | Patton Albertson Miller Group, LLC | Institutional manager | 30 Jun 2026 | 133.48K | $38.62M* | 30 Jun 2026 |
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| 22 Jul 2026 | Spectrum Financial Alliance Ltd LLC | Institutional manager | 30 Jun 2026 | 773.00 | $223.68K* | 30 Jun 2026 |
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| 22 Jul 2026 | PEAVINE CAPITAL, LLC | Institutional manager | 30 Jun 2026 | 20.16K | $5.83M* | 30 Jun 2026 |
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| 22 Jul 2026 | Bayshore Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 815.00 | $235.83K* | 30 Jun 2026 |
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| 22 Jul 2026 | Traynor Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 583.45K | $168.83M* | 30 Jun 2026 |
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