| 22 Jul 2026 | Verum Partners LLC | Institutional manager | 30 Jun 2026 | 29.23K | $8.46M* | 30 Jun 2026 |
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| 22 Jul 2026 | Clarendon Private LLC | Institutional manager | 30 Jun 2026 | 23.79K | $6.88M* | 30 Jun 2026 |
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| 22 Jul 2026 | ABLE Financial Group, LLC | Institutional manager | 30 Jun 2026 | 46.51K | $13.46M* | 30 Jun 2026 |
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| 22 Jul 2026 | MFA Wealth Services | Institutional manager | 30 Jun 2026 | 10.87K | $3.15M* | 30 Jun 2026 |
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| 22 Jul 2026 | ROMANO BROTHERS AND COMPANY | Institutional manager | 30 Jun 2026 | 94.28K | $27.28M* | 30 Jun 2026 |
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| 22 Jul 2026 | FLOYD FINANCIAL GROUP LLC | Institutional manager | 30 Jun 2026 | 8.57K | $2.48M* | 30 Jun 2026 |
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| 22 Jul 2026 | Foundation Wealth Management, LLC\PA | Institutional manager | 30 Jun 2026 | 7.49K | $2.17M* | 30 Jun 2026 |
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| 22 Jul 2026 | Vannoy Advisory Group, Inc. | Institutional manager | 30 Jun 2026 | 1.52K | $440.70K* | 30 Jun 2026 |
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| 22 Jul 2026 | Pines Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 40.24K | $11.64M* | 30 Jun 2026 |
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| 22 Jul 2026 | Generali Investments Towarzystwo Funduszy Inwestycyjnych | Institutional manager | 30 Jun 2026 | 17.40K | $5.03M* | 30 Jun 2026 |
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| 22 Jul 2026 | Sylvest Advisors, LLC | Institutional manager | 30 Jun 2026 | 17.82K | $5.16M* | 30 Jun 2026 |
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| 22 Jul 2026 | Shum Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 49.10K | $14.21M* | 30 Jun 2026 |
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| 22 Jul 2026 | FOUNDERS GROVE WEALTH PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 37.19K | $10.76M* | 30 Jun 2026 |
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| 22 Jul 2026 | Corps Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 35.31K | $10.22M* | 30 Jun 2026 |
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| 22 Jul 2026 | Curat Global, LLC | Institutional manager | 30 Jun 2026 | 2.17K | $627.33K* | 30 Jun 2026 |
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| 22 Jul 2026 | Elevated Financial Group LLC | Institutional manager | 30 Jun 2026 | 13.80K | $3.99M* | 30 Jun 2026 |
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| 22 Jul 2026 | Balance Wealth Partners LLC | Institutional manager | 30 Jun 2026 | 11.76K | $3.40M* | 30 Jun 2026 |
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| 22 Jul 2026 | Kingsman Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 40.27K | $11.65M* | 30 Jun 2026 |
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| 22 Jul 2026 | Sullivan Wood Capital Management LLC | Institutional manager | 30 Jun 2026 | 4.52K | $1.31M* | 30 Jun 2026 |
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| 22 Jul 2026 | WINNACLE WEALTH LLC | Institutional manager | 30 Jun 2026 | 763.00 | $220.78K* | 30 Jun 2026 |
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| 22 Jul 2026 | Farnam Financial LLC | Institutional manager | 30 Jun 2026 | 19.01K | $5.50M* | 30 Jun 2026 |
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| 22 Jul 2026 | Base Wealth Management LLC | Institutional manager | 30 Jun 2026 | 7.54K | $2.18M* | 30 Jun 2026 |
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| 22 Jul 2026 | Foundry Financial LLC | Institutional manager | 30 Jun 2026 | 4.26K | $1.23M* | 30 Jun 2026 |
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| 22 Jul 2026 | Mann Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 972.00 | $281.26K* | 30 Jun 2026 |
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| 22 Jul 2026 | Fearless Solutions, LLC dba Best Invest | Institutional manager | 30 Jun 2026 | 30.72K | $8.89M* | 30 Jun 2026 |
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| 22 Jul 2026 | Networth Advisors, LLC | Institutional manager | 30 Jun 2026 | 537.00 | $155.39K* | 30 Jun 2026 |
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| 22 Jul 2026 | Xena Financial Planning, LLC | Institutional manager | 30 Jun 2026 | 36.60K | $10.59M* | 30 Jun 2026 |
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| 22 Jul 2026 | Liberty Atlantic Advisors LLC | Institutional manager | 30 Jun 2026 | 1.15K | $333.34K* | 30 Jun 2026 |
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| 22 Jul 2026 | JM2 Capital Inc. | Institutional manager | 30 Jun 2026 | 31.58K | $9.14M* | 30 Jun 2026 |
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| 22 Jul 2026 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | Institutional manager | 30 Jun 2026 | 13.41K | $3.88M* | 30 Jun 2026 |
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| 22 Jul 2026 | Benchmark Financial, LLC | Institutional manager | 30 Jun 2026 | 2.11K | $610.26K* | 30 Jun 2026 |
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| 22 Jul 2026 | ATLas Financial Planning LLC | Institutional manager | 30 Jun 2026 | 19.34K | $5.60M* | 30 Jun 2026 |
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| 22 Jul 2026 | Capital Squared Financial LLC | Institutional manager | 30 Jun 2026 | 14.47K | $4.19M* | 30 Jun 2026 |
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| 22 Jul 2026 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | Institutional manager | 30 Jun 2026 | 2.56K | $741.05K* | 30 Jun 2026 |
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| 22 Jul 2026 | AFFINITY WEALTH MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 26.63K | $7.71M* | 30 Jun 2026 |
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| 22 Jul 2026 | MONARCH CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 58.41K | $16.90M* | 30 Jun 2026 |
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| 22 Jul 2026 | HARVEY INVESTMENT CO LLC | Institutional manager | 30 Jun 2026 | 10.97K | $3.17M* | 30 Jun 2026 |
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| 22 Jul 2026 | Lee Financial Co | Institutional manager | 30 Jun 2026 | 64.57K | $18.69M* | 30 Jun 2026 |
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| 22 Jul 2026 | EXCHANGE TRADED CONCEPTS, LLC | Institutional manager | 30 Jun 2026 | 770.79K | $223.04M* | 30 Jun 2026 |
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| 22 Jul 2026 | Mirae Asset Global Investments Co., Ltd. | Institutional manager | 30 Jun 2026 | 7.86M | $2.27B* | 30 Jun 2026 |
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| 22 Jul 2026 | IRON Financial LLC | Institutional manager | 30 Jun 2026 | 67.59K | $19.56M* | 30 Jun 2026 |
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| 22 Jul 2026 | Stokes Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 46.05K | $13.32M* | 30 Jun 2026 |
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| 22 Jul 2026 | SJS Investment Consulting Inc. | Institutional manager | 30 Jun 2026 | 65.50K | $18.95M* | 30 Jun 2026 |
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| 22 Jul 2026 | DRIVE WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 62.66K | $18.13M* | 30 Jun 2026 |
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| 22 Jul 2026 | Capital Management Associates, Inc | Institutional manager | 30 Jun 2026 | 55.98K | $16.20M* | 30 Jun 2026 |
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| 22 Jul 2026 | CENTRAL VALLEY ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 54.15K | $15.67M* | 30 Jun 2026 |
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| 22 Jul 2026 | Oak Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 7.43K | $2.15M* | 30 Jun 2026 |
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| 22 Jul 2026 | AGH Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 24.18K | $7.00M* | 30 Jun 2026 |
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| 22 Jul 2026 | Wealth Enhancement Trust Services, Inc. | Institutional manager | 30 Jun 2026 | 106.63K | $30.86M* | 30 Jun 2026 |
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| 22 Jul 2026 | Harbor Asset Planning, Inc. | Institutional manager | 30 Jun 2026 | 5.37K | $1.55M* | 30 Jun 2026 |
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| 22 Jul 2026 | ALBION FINANCIAL GROUP /UT | Institutional manager | 30 Jun 2026 | 329.69K | $95.40M* | 30 Jun 2026 |
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| 22 Jul 2026 | HARBOUR INVESTMENT MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 29.33K | $8.49M* | 30 Jun 2026 |
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| 22 Jul 2026 | Townsend & Associates, Inc | Institutional manager | 30 Jun 2026 | 12.62K | $3.65M* | 30 Jun 2026 |
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| 22 Jul 2026 | Monument Capital Management | Institutional manager | 30 Jun 2026 | 34.07K | $9.86M* | 30 Jun 2026 |
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| 22 Jul 2026 | Asset Advisors Investment Management, LLC | Institutional manager | 30 Jun 2026 | 22.90K | $6.63M* | 30 Jun 2026 |
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| 22 Jul 2026 | BLUESTEM FINANCIAL ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 2.74K | $794.00K* | 30 Jun 2026 |
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| 22 Jul 2026 | Newton One Investments LLC | Institutional manager | 30 Jun 2026 | 10.45K | $3.02M* | 30 Jun 2026 |
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| 22 Jul 2026 | FIDELIS iM, LLC | Institutional manager | 30 Jun 2026 | 1.20K | $346.36K* | 30 Jun 2026 |
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| 22 Jul 2026 | Fortitude Advisory Group L.L.C. | Institutional manager | 30 Jun 2026 | 25.10K | $7.26M* | 30 Jun 2026 |
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| 22 Jul 2026 | Kooman & Associates | Institutional manager | 30 Jun 2026 | 8.57K | $2.48M* | 30 Jun 2026 |
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| 22 Jul 2026 | Owen LaRue, LLC | Institutional manager | 30 Jun 2026 | 44.69K | $12.93M* | 30 Jun 2026 |
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| 22 Jul 2026 | RF&L WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 5.11K | $1.48M* | 30 Jun 2026 |
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| 22 Jul 2026 | Foundry Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 4.58K | $1.32M* | 30 Jun 2026 |
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| 22 Jul 2026 | JDH Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 6.58K | $1.90M* | 30 Jun 2026 |
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| 22 Jul 2026 | Chris Bulman Inc | Institutional manager | 30 Jun 2026 | 49.52K | $14.33M* | 30 Jun 2026 |
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| 22 Jul 2026 | Meridian Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 6.79K | $1.97M* | 30 Jun 2026 |
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| 22 Jul 2026 | Lighthouse Wealth Management Inc. | Institutional manager | 30 Jun 2026 | 5.34K | $1.55M* | 30 Jun 2026 |
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| 22 Jul 2026 | MB, LEVIS & ASSOCIATES, LLC | Institutional manager | 30 Jun 2026 | 16.82K | $4.87M* | 30 Jun 2026 |
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| 22 Jul 2026 | Oregon Pacific Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 1.94K | $560.49K* | 30 Jun 2026 |
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| 22 Jul 2026 | Caliber Wealth Management, LLC / KS | Institutional manager | 30 Jun 2026 | 26.72K | $7.73M* | 30 Jun 2026 |
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| 22 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Jun 2014 | 75.43K | $7.01M* | 30 Jun 2014 |
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| 22 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Mar 2014 | 10.32K | $5.54M* | 31 Mar 2014 |
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| 21 Jul 2026 | MITCHELL SINKLER & STARR/PA | Institutional manager | 30 Jun 2026 | 44.26K | $12.81M* | 30 Jun 2026 |
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| 21 Jul 2026 | OAK RIDGE INVESTMENTS LLC | Institutional manager | 30 Jun 2026 | 357.12K | $103.34M* | 30 Jun 2026 |
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| 21 Jul 2026 | SOUTHERN MICHIGAN BANK & TRUST | Institutional manager | 30 Jun 2026 | 23.50K | $6.80M* | 30 Jun 2026 |
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| 21 Jul 2026 | CUMBERLAND ADVISORS INC | Institutional manager | 30 Jun 2026 | 18.88K | $5.46M* | 30 Jun 2026 |
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| 21 Jul 2026 | DELTEC ASSET MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 26.34K | $7.62M* | 30 Jun 2026 |
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| 21 Jul 2026 | SUMMITRY LLC | Institutional manager | 30 Jun 2026 | 205.04K | $59.33M* | 30 Jun 2026 |
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| 21 Jul 2026 | LAFFER TENGLER INVESTMENTS, INC. | Institutional manager | 30 Jun 2026 | 74.86K | $21.66M* | 30 Jun 2026 |
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| 21 Jul 2026 | Ifrah Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 34.10K | $9.87M* | 30 Jun 2026 |
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| 21 Jul 2026 | Robeco Institutional Asset Management B.V. | Institutional manager | 30 Jun 2026 | 14.72M | $4.26B* | 30 Jun 2026 |
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| 21 Jul 2026 | Birch Hill Investment Advisors LLC | Institutional manager | 30 Jun 2026 | 367.07K | $106.21M* | 30 Jun 2026 |
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| 21 Jul 2026 | LS Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 271.74K | $78.63M* | 30 Jun 2026 |
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| 21 Jul 2026 | MONTRUSCO BOLTON INVESTMENTS INC. | Institutional manager | 30 Jun 2026 | 455.85K | $131.91M* | 30 Jun 2026 |
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| 21 Jul 2026 | CWC Advisors, LLC. | Institutional manager | 30 Jun 2026 | 25.80K | $7.47M* | 30 Jun 2026 |
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| 21 Jul 2026 | INVESTMENT HOUSE LLC | Institutional manager | 30 Jun 2026 | 531.08K | $153.67M* | 30 Jun 2026 |
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| 21 Jul 2026 | Murphy Pohlad Asset Management LLC | Institutional manager | 30 Jun 2026 | 15.39K | $4.45M* | 30 Jun 2026 |
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| 21 Jul 2026 | AMERICAN ASSET MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 3.78K | $1.09M* | 30 Jun 2026 |
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| 21 Jul 2026 | Columbia Asset Management | Institutional manager | 30 Jun 2026 | 189.98K | $54.97M* | 30 Jun 2026 |
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| 21 Jul 2026 | Biltmore Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 5.85K | $1.69M* | 30 Jun 2026 |
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| 21 Jul 2026 | Morningstar Investment Management LLC | Institutional manager | 30 Jun 2026 | 202.91K | $58.71M* | 30 Jun 2026 |
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| 21 Jul 2026 | IFM Investors Pty Ltd | Institutional manager | 30 Jun 2026 | 3.36M | $971.34M* | 30 Jun 2026 |
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| 21 Jul 2026 | Legacy Financial Strategies, LLC | Institutional manager | 30 Jun 2026 | 31.98K | $9.25M* | 30 Jun 2026 |
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| 21 Jul 2026 | WestHill Financial Advisors, Inc. | Institutional manager | 30 Jun 2026 | 36.28K | $10.50M* | 30 Jun 2026 |
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| 21 Jul 2026 | HOWARD WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 36.98K | $10.70M* | 30 Jun 2026 |
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| 21 Jul 2026 | Hillcrest Wealth Advisors - NY, LLC | Institutional manager | 30 Jun 2026 | 1.99K | $576.12K* | 30 Jun 2026 |
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| 21 Jul 2026 | Human Investing LLC | Institutional manager | 30 Jun 2026 | 16.81K | $4.86M* | 30 Jun 2026 |
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| 21 Jul 2026 | Omega Financial Group, LLC | Institutional manager | 30 Jun 2026 | 9.32K | $2.70M* | 30 Jun 2026 |
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| 21 Jul 2026 | Gunderson Capital Management LLC | Institutional manager | 30 Jun 2026 | 9.35K | $2.70M* | 30 Jun 2026 |
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| 21 Jul 2026 | Sculati Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 49.10K | $14.21M* | 30 Jun 2026 |
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