| 20 Jul 2026 | Cyr Financial Inc. | Institutional manager | 30 Jun 2026 | 5.40K | $1.56M* | 30 Jun 2026 |
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| 20 Jul 2026 | Keyes, Stange & Wooten Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 12.53K | $3.62M* | 30 Jun 2026 |
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| 20 Jul 2026 | SIERRA SUMMIT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 106.63K | $30.85M* | 30 Jun 2026 |
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| 20 Jul 2026 | ARK & TLK INVESTMENTS, LLC | Institutional manager | 30 Jun 2026 | 10.34K | $2.99M* | 30 Jun 2026 |
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| 20 Jul 2026 | Koa Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 56.71K | $16.41M* | 30 Jun 2026 |
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| 20 Jul 2026 | Gratus Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 33.85K | $9.79M* | 30 Jun 2026 |
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| 20 Jul 2026 | Sage Capital Management, LLC | Institutional manager | 30 Jun 2026 | 10.05K | $2.91M* | 30 Jun 2026 |
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| 20 Jul 2026 | Tumwater Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 4.83K | $1.40M* | 30 Jun 2026 |
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| 20 Jul 2026 | HAMILTON CAPITAL PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 2.79K | $808.18K* | 30 Jun 2026 |
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| 20 Jul 2026 | FSA Investment Group, LLC | Institutional manager | 30 Jun 2026 | 5.44K | $1.58M* | 30 Jun 2026 |
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| 20 Jul 2026 | CERTIOR FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 12.12K | $3.51M* | 30 Jun 2026 |
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| 20 Jul 2026 | QUANTUM FINANCIAL PARTNERS LLC | Institutional manager | 30 Jun 2026 | 13.92K | $4.03M* | 30 Jun 2026 |
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| 20 Jul 2026 | TICINO WEALTH | Institutional manager | 30 Jun 2026 | 16.46K | $4.76M* | 30 Jun 2026 |
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| 20 Jul 2026 | Boyer Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 2.66K | $769.12K* | 30 Jun 2026 |
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| 20 Jul 2026 | Altrafin AG | Institutional manager | 30 Jun 2026 | 29.81K | $8.62M* | 30 Jun 2026 |
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| 20 Jul 2026 | PATHWAY WEALTH MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 12.95K | $3.75M* | 30 Jun 2026 |
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| 20 Jul 2026 | PRAIRIE ADVISORY, LLC | Institutional manager | 30 Jun 2026 | 41.13K | $11.90M* | 30 Jun 2026 |
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| 20 Jul 2026 | GUARDIAN INVESTMENT MANAGEMENT | Institutional manager | 30 Jun 2026 | 78.54K | $22.73M* | 30 Jun 2026 |
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| 20 Jul 2026 | Marshall Financial Group, LLC | Institutional manager | 30 Jun 2026 | 46.77K | $13.53M* | 30 Jun 2026 |
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| 20 Jul 2026 | BCK Partners, Inc. | Institutional manager | 30 Jun 2026 | 3.92K | $1.14M* | 30 Jun 2026 |
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| 20 Jul 2026 | Cornerstone Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 5.57K | $1.61M* | 30 Jun 2026 |
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| 20 Jul 2026 | Crane Advisory, LLC | Institutional manager | 30 Jun 2026 | 43.10K | $12.47M* | 30 Jun 2026 |
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| 20 Jul 2026 | AA Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 24.35K | $7.05M* | 30 Jun 2026 |
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| 20 Jul 2026 | BankPlus Wealth Management LLC | Institutional manager | 30 Jun 2026 | 23.50K | $6.80M* | 30 Jun 2026 |
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| 20 Jul 2026 | Alpha Zero LLC | Institutional manager | 30 Jun 2026 | 7.57K | $2.19M* | 30 Jun 2026 |
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| 20 Jul 2026 | Clearwave Capital, LLC | Institutional manager | 30 Jun 2026 | 17.57K | $5.09M* | 30 Jun 2026 |
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| 20 Jul 2026 | PARK AVENUE SECURITIES LLC | Institutional manager | 30 Jun 2026 | 613.03K | $177.39M* | 30 Jun 2026 |
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| 20 Jul 2026 | Sky Investment Group LLC | Institutional manager | 30 Jun 2026 | 38.84K | $11.24M* | 30 Jun 2026 |
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| 20 Jul 2026 | Barton Investment Management | Institutional manager | 30 Jun 2026 | 24.86K | $7.19M* | 30 Jun 2026 |
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| 20 Jul 2026 | Palisade Asset Management, LLC | Institutional manager | 30 Jun 2026 | 185.61K | $53.71M* | 30 Jun 2026 |
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| 20 Jul 2026 | Nexus Investment Management ULC | Institutional manager | 30 Jun 2026 | 60.00 | $17.36K* | 30 Jun 2026 |
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| 20 Jul 2026 | J2 Capital Management Inc | Institutional manager | 30 Jun 2026 | 1.62K | $468.47K* | 30 Jun 2026 |
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| 20 Jul 2026 | Abacus Planning Group, Inc. | Institutional manager | 30 Jun 2026 | 51.50K | $14.90M* | 30 Jun 2026 |
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| 20 Jul 2026 | Gibraltar Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 77.69K | $22.48M* | 30 Jun 2026 |
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| 20 Jul 2026 | Alpha Omega Wealth Management LLC | Institutional manager | 30 Jun 2026 | 63.80K | $18.46M* | 30 Jun 2026 |
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| 20 Jul 2026 | Covenant Asset Management, LLC | Institutional manager | 30 Jun 2026 | 80.43K | $23.27M* | 30 Jun 2026 |
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| 20 Jul 2026 | BFSG, LLC | Institutional manager | 30 Jun 2026 | 80.64K | $23.33M* | 30 Jun 2026 |
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| 20 Jul 2026 | Stewardship Advisors, LLC | Institutional manager | 30 Jun 2026 | 8.12K | $2.35M* | 30 Jun 2026 |
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| 20 Jul 2026 | Castleview Partners, LLC | Institutional manager | 30 Jun 2026 | 23.99K | $6.94M* | 30 Jun 2026 |
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| 20 Jul 2026 | Selective Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 28.83K | $8.34M* | 30 Jun 2026 |
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| 20 Jul 2026 | SlateStone Wealth, LLC | Institutional manager | 30 Jun 2026 | 201.01K | $58.16M* | 30 Jun 2026 |
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| 20 Jul 2026 | Human Investing LLC | Institutional manager | 30 Jun 2026 | 17.20K | $4.98M* | 30 Jun 2026 |
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| 20 Jul 2026 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 18.12K | $5.24M* | 30 Jun 2026 |
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| 20 Jul 2026 | Legend Financial Advisors, Inc. | Institutional manager | 30 Jun 2026 | 10.70K | $3.10M* | 30 Jun 2026 |
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| 20 Jul 2026 | Physician Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 63.34K | $18.33M* | 30 Jun 2026 |
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| 20 Jul 2026 | John W. Brooker & Co., CPAs | Institutional manager | 30 Jun 2026 | 2.54K | $733.53K* | 30 Jun 2026 |
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| 20 Jul 2026 | QP WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 12.14K | $3.51M* | 30 Jun 2026 |
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| 20 Jul 2026 | PING CAPITAL MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 900.00 | $260.42K* | 30 Jun 2026 |
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| 20 Jul 2026 | First Pacific Financial | Institutional manager | 30 Jun 2026 | 19.48K | $5.64M* | 30 Jun 2026 |
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| 20 Jul 2026 | Opal Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 46.67K | $13.50M* | 30 Jun 2026 |
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| 20 Jul 2026 | Lifestyle Asset Management, Inc. | Institutional manager | 30 Jun 2026 | 14.54K | $4.21M* | 30 Jun 2026 |
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| 20 Jul 2026 | Hansen & Associates Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 7.21K | $2.09M* | 30 Jun 2026 |
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| 20 Jul 2026 | Independent Wealth Network Inc. | Institutional manager | 30 Jun 2026 | 19.84K | $5.74M* | 30 Jun 2026 |
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| 20 Jul 2026 | Family CFO Inc | Institutional manager | 30 Jun 2026 | 1.51K | $436.07K* | 30 Jun 2026 |
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| 20 Jul 2026 | ASR Vermogensbeheer N.V. | Institutional manager | 30 Jun 2026 | 2.13M | $617.20M* | 30 Jun 2026 |
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| 20 Jul 2026 | GUIDANCE CAPITAL, INC | Institutional manager | 30 Jun 2026 | 15.58K | $4.51M* | 30 Jun 2026 |
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| 20 Jul 2026 | Koesten, Hirschmann & Crabtree, INC. | Institutional manager | 30 Jun 2026 | 8.64K | $2.50M* | 30 Jun 2026 |
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| 20 Jul 2026 | Graphene Investments SAS | Institutional manager | 30 Jun 2026 | 24.00K | $6.94M* | 30 Jun 2026 |
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| 20 Jul 2026 | FINANCIAL ADVISORY PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 21.73K | $6.29M* | 30 Jun 2026 |
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| 20 Jul 2026 | PFS Partners, LLC | Institutional manager | 30 Jun 2026 | 10.20K | $2.95M* | 30 Jun 2026 |
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| 20 Jul 2026 | Clayton Financial Group LLC | Institutional manager | 30 Jun 2026 | 4.38K | $1.27M* | 30 Jun 2026 |
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| 20 Jul 2026 | Global Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 2.61K | $756.39K* | 30 Jun 2026 |
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| 20 Jul 2026 | PKO Investment Management Joint-Stock Co | Institutional manager | 30 Jun 2026 | 170.00K | $49.19M* | 30 Jun 2026 |
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| 20 Jul 2026 | Myriad Asset Management Advisors LLC | Institutional manager | 30 Jun 2026 | 55.82K | $16.15M* | 30 Jun 2026 |
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| 20 Jul 2026 | Capstone Capital Management Ltd | Institutional manager | 30 Jun 2026 | 9.65K | $2.79M* | 30 Jun 2026 |
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| 20 Jul 2026 | Brindle & Bay Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.04K | $301.51K* | 30 Jun 2026 |
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| 20 Jul 2026 | ENTRUST FINANCIAL LLC | Institutional manager | 30 Jun 2026 | 10.75K | $3.11M* | 30 Jun 2026 |
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| 20 Jul 2026 | Strong Retirement Solutions LLC | Institutional manager | 30 Jun 2026 | 15.29K | $4.43M* | 30 Jun 2026 |
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| 20 Jul 2026 | Owl Creek Wealth Partners LLC | Institutional manager | 30 Jun 2026 | 21.77K | $6.30M* | 30 Jun 2026 |
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| 20 Jul 2026 | Positano Wealth Management Ltd | Institutional manager | 30 Jun 2026 | 80.00 | $23.15K* | 30 Jun 2026 |
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| 20 Jul 2026 | ARKANSAS FINANCIAL GROUP, INC. | Institutional manager | 30 Jun 2026 | 8.40K | $2.43M* | 30 Jun 2026 |
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| 20 Jul 2026 | GUYASUTA INVESTMENT ADVISORS INC | Institutional manager | 30 Jun 2026 | 91.38K | $26.44M* | 30 Jun 2026 |
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| 20 Jul 2026 | MOODY LYNN LIEBERSON & WALKER, LLC | Institutional manager | 30 Jun 2026 | 282.18K | $81.65M* | 30 Jun 2026 |
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| 20 Jul 2026 | WEBSTER BANK, N. A. | Institutional manager | 30 Jun 2026 | 199.98K | $57.87M* | 30 Jun 2026 |
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| 20 Jul 2026 | FIRST UNITED BANK & TRUST | Institutional manager | 30 Jun 2026 | 33.85K | $9.80M* | 30 Jun 2026 |
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| 20 Jul 2026 | White Pine Investment CO | Institutional manager | 30 Jun 2026 | 40.92K | $11.84M* | 30 Jun 2026 |
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| 20 Jul 2026 | State of Alaska, Department of Revenue | Institutional manager | 30 Jun 2026 | 1.80M | $519.60M* | 30 Jun 2026 |
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| 20 Jul 2026 | GHP Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 162.26K | $46.95M* | 30 Jun 2026 |
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| 20 Jul 2026 | Louisiana State Employees Retirement System | Institutional manager | 30 Jun 2026 | 1.10M | $317.60M* | 30 Jun 2026 |
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| 20 Jul 2026 | Merit Financial Group, LLC | Institutional manager | 30 Jun 2026 | 1.22M | $352.94M* | 30 Jun 2026 |
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| 20 Jul 2026 | GFG Capital, LLC | Institutional manager | 30 Jun 2026 | 77.56K | $22.44M* | 30 Jun 2026 |
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| 20 Jul 2026 | Sowell Financial Services LLC | Institutional manager | 30 Jun 2026 | 420.71K | $121.74M* | 30 Jun 2026 |
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| 20 Jul 2026 | WD RUTHERFORD LLC | Institutional manager | 30 Jun 2026 | 28.18K | $8.16M* | 30 Jun 2026 |
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| 20 Jul 2026 | SEARCY FINANCIAL SERVICES INC /ADV | Institutional manager | 30 Jun 2026 | 46.91K | $13.57M* | 30 Jun 2026 |
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| 20 Jul 2026 | Global Financial Private Client, LLC | Institutional manager | 30 Jun 2026 | 55.86K | $16.16M* | 30 Jun 2026 |
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| 20 Jul 2026 | Connecticut Capital Management Group, LLC | Institutional manager | 30 Jun 2026 | 23.51K | $6.80M* | 30 Jun 2026 |
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| 20 Jul 2026 | PCB Capital LLC | Institutional manager | 30 Jun 2026 | 7.24K | $2.09M* | 30 Jun 2026 |
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| 20 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 31 Mar 2025 | 1.20K | $265.45K* | 31 Mar 2025 |
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| 20 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Jun 2015 | 71.36K | $8.95M* | 30 Jun 2015 |
|---|
| 20 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Mar 2015 | 72.64K | $9.04M* | 31 Mar 2015 |
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| 17 Jul 2026 | SeaBridge Investment Advisors LLC | Institutional manager | 30 Jun 2026 | 89.07K | $25.77M* | 30 Jun 2026 |
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| 17 Jul 2026 | Liberty Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 85.83K | $24.84M* | 30 Jun 2026 |
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| 17 Jul 2026 | JCIC Asset Management Inc. | Institutional manager | 30 Jun 2026 | 70.36K | $20.36M* | 30 Jun 2026 |
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| 17 Jul 2026 | Martin Investment Management, LLC | Institutional manager | 30 Jun 2026 | 67.51K | $19.54M* | 30 Jun 2026 |
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| 17 Jul 2026 | Rezny Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 1.58K | $457.77K* | 30 Jun 2026 |
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| 17 Jul 2026 | Camelot Portfolios, LLC | Institutional manager | 30 Jun 2026 | 6.78K | $1.96M* | 30 Jun 2026 |
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| 17 Jul 2026 | Sequoia Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.98M | $572.48M* | 30 Jun 2026 |
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| 17 Jul 2026 | CIDEL ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 280.80K | $81.25M* | 30 Jun 2026 |
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| 17 Jul 2026 | Ironwood Financial, llc | Institutional manager | 30 Jun 2026 | 135.62K | $39.24M* | 30 Jun 2026 |
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| 17 Jul 2026 | Great Diamond Partners, LLC | Institutional manager | 30 Jun 2026 | 27.65K | $8.00M* | 30 Jun 2026 |
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