| 17 Jul 2026 | Bouvel Investment Partners, LLC | Institutional manager | 30 Jun 2026 | 21.33K | $6.17M* | 30 Jun 2026 |
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| 17 Jul 2026 | McClarren Financial Advisors, Inc. | Institutional manager | 30 Jun 2026 | 20.75K | $6.00M* | 30 Jun 2026 |
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| 17 Jul 2026 | Fifth Third Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 419.92K | $121.51M* | 30 Jun 2026 |
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| 17 Jul 2026 | Conrad Siegel Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 11.61K | $3.36M* | 30 Jun 2026 |
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| 17 Jul 2026 | OLIO Financial Planning | Institutional manager | 30 Jun 2026 | 10.42K | $3.02M* | 30 Jun 2026 |
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| 17 Jul 2026 | Core Wealth Partners LLC | Institutional manager | 30 Jun 2026 | 61.33K | $17.75M* | 30 Jun 2026 |
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| 17 Jul 2026 | WATERSHED PRIVATE WEALTH LLC | Institutional manager | 30 Jun 2026 | 11.19K | $3.24M* | 30 Jun 2026 |
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| 17 Jul 2026 | Crown Oak Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.78K | $516.51K* | 30 Jun 2026 |
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| 17 Jul 2026 | Old North State Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 32.27K | $9.34M* | 30 Jun 2026 |
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| 17 Jul 2026 | SLT Holdings LLC | Institutional manager | 30 Jun 2026 | 39.02K | $11.29M* | 30 Jun 2026 |
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| 17 Jul 2026 | 4WEALTH ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 10.88K | $3.15M* | 30 Jun 2026 |
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| 17 Jul 2026 | Sulzberger Capital Advisors, Inc. | Institutional manager | 30 Jun 2026 | 5.41K | $1.56M* | 30 Jun 2026 |
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| 17 Jul 2026 | Sierra Legacy Group | Institutional manager | 30 Jun 2026 | 13.93K | $4.03M* | 30 Jun 2026 |
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| 17 Jul 2026 | Burton Enright Welch | Institutional manager | 30 Jun 2026 | 33.72K | $9.76M* | 30 Jun 2026 |
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| 17 Jul 2026 | BluePrint Investing LLC | Institutional manager | 30 Jun 2026 | 3.95K | $1.14M* | 30 Jun 2026 |
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| 17 Jul 2026 | Petersen Hastings Wealth Advisors Inc. | Institutional manager | 30 Jun 2026 | 23.99K | $6.94M* | 30 Jun 2026 |
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| 17 Jul 2026 | Andrews Advisory Associates, LLC | Institutional manager | 30 Jun 2026 | 19.00K | $5.50M* | 30 Jun 2026 |
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| 17 Jul 2026 | Good Harbor Advisors, Inc. | Institutional manager | 30 Jun 2026 | 5.27K | $1.52M* | 30 Jun 2026 |
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| 17 Jul 2026 | MCRAE CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 22.89K | $6.62M* | 30 Jun 2026 |
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| 17 Jul 2026 | BUILDER INVESTMENT GROUP INC /ADV | Institutional manager | 30 Jun 2026 | 10.44K | $3.02M* | 30 Jun 2026 |
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| 17 Jul 2026 | CITIZENS & NORTHERN CORP | Institutional manager | 30 Jun 2026 | 53.52K | $15.49M* | 30 Jun 2026 |
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| 17 Jul 2026 | MANCHESTER FINANCIAL INC | Institutional manager | 30 Jun 2026 | 53.34K | $15.43M* | 30 Jun 2026 |
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| 17 Jul 2026 | GRACE & WHITE INC /NY | Institutional manager | 30 Jun 2026 | 11.54K | $3.34M* | 30 Jun 2026 |
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| 17 Jul 2026 | GRIMES & Co WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 426.01K | $123.27M* | 30 Jun 2026 |
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| 17 Jul 2026 | Ballentine Partners, LLC | Institutional manager | 30 Jun 2026 | 394.95K | $114.28M* | 30 Jun 2026 |
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| 17 Jul 2026 | DIVERSIFIED TRUST CO | Institutional manager | 30 Jun 2026 | 675.97K | $195.60M* | 30 Jun 2026 |
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| 17 Jul 2026 | Merit Financial Group, LLC | Institutional manager | 30 Jun 2026 | 1.22M | $352.95M* | 30 Jun 2026 |
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| 17 Jul 2026 | SVB WEALTH LLC | Institutional manager | 30 Jun 2026 | 312.51K | $90.43M* | 30 Jun 2026 |
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| 17 Jul 2026 | AAF Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 20.38K | $5.90M* | 30 Jun 2026 |
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| 17 Jul 2026 | Winthrop Advisory Group LLC | Institutional manager | 30 Jun 2026 | 153.59K | $44.44M* | 30 Jun 2026 |
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| 17 Jul 2026 | MARYLAND CAPITAL ADVISORS INC. | Institutional manager | 30 Jun 2026 | 44.26K | $12.81M* | 30 Jun 2026 |
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| 17 Jul 2026 | Avanza Fonder AB | Institutional manager | 30 Jun 2026 | 1.11M | $322.51M* | 30 Jun 2026 |
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| 17 Jul 2026 | Hickory Point Bank & Trust | Institutional manager | 30 Jun 2026 | 10.72K | $3.10M* | 30 Jun 2026 |
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| 17 Jul 2026 | HM PAYSON & CO | Institutional manager | 30 Jun 2026 | 1.67M | $481.93M* | 30 Jun 2026 |
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| 17 Jul 2026 | ARVEST INVESTMENTS, INC. | Institutional manager | 30 Jun 2026 | 26.92K | $7.79M* | 30 Jun 2026 |
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| 17 Jul 2026 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Institutional manager | 30 Jun 2026 | 3.24M | $938.69M* | 30 Jun 2026 |
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| 17 Jul 2026 | Aspen Investment Management Inc | Institutional manager | 30 Jun 2026 | 34.30K | $9.92M* | 30 Jun 2026 |
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| 17 Jul 2026 | Pachira Investments Inc. | Institutional manager | 30 Jun 2026 | 9.03K | $2.61M* | 30 Jun 2026 |
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| 17 Jul 2026 | Madrona Financial Services, LLC | Institutional manager | 30 Jun 2026 | 39.61K | $11.46M* | 30 Jun 2026 |
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| 17 Jul 2026 | Formidable Asset Management, LLC | Institutional manager | 30 Jun 2026 | 178.29K | $51.59M* | 30 Jun 2026 |
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| 17 Jul 2026 | Archford Capital Strategies, LLC | Institutional manager | 30 Jun 2026 | 105.25K | $30.45M* | 30 Jun 2026 |
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| 17 Jul 2026 | Richardson Capital Management LLC | Institutional manager | 30 Jun 2026 | 853.00 | $246.82K* | 30 Jun 2026 |
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| 17 Jul 2026 | Nova R Wealth, Inc. | Institutional manager | 30 Jun 2026 | 25.01K | $7.24M* | 30 Jun 2026 |
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| 17 Jul 2026 | Cypress Capital, LLC | Institutional manager | 30 Jun 2026 | 28.89K | $8.36M* | 30 Jun 2026 |
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| 17 Jul 2026 | Laurel Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 129.71K | $37.53M* | 30 Jun 2026 |
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| 17 Jul 2026 | Benchmark Financial Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 32.29K | $9.34M* | 30 Jun 2026 |
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| 17 Jul 2026 | Pacific Wealth Strategies Group, Inc. | Institutional manager | 30 Jun 2026 | 18.52K | $5.36M* | 30 Jun 2026 |
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| 17 Jul 2026 | Centerline Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 34.61K | $10.01M* | 30 Jun 2026 |
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| 17 Jul 2026 | Asio Capital, LLC | Institutional manager | 30 Jun 2026 | 55.27K | $15.99M* | 30 Jun 2026 |
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| 17 Jul 2026 | Cypress Point Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 26.70K | $7.73M* | 30 Jun 2026 |
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| 17 Jul 2026 | BAKER TILLY WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 30.41K | $8.80M* | 30 Jun 2026 |
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| 17 Jul 2026 | Altus Wealth Group LLC | Institutional manager | 30 Jun 2026 | 33.60K | $9.72M* | 30 Jun 2026 |
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| 17 Jul 2026 | PEAK FINANCIAL ADVISORS LLC | Institutional manager | 30 Jun 2026 | 4.57K | $1.32M* | 30 Jun 2026 |
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| 17 Jul 2026 | Boyd Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 4.79K | $1.39M* | 30 Jun 2026 |
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| 17 Jul 2026 | InTrack Investment Management Inc | Institutional manager | 30 Jun 2026 | 25.31K | $7.32M* | 30 Jun 2026 |
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| 17 Jul 2026 | ADVOCATE GROUP LLC | Institutional manager | 30 Jun 2026 | 37.70K | $10.91M* | 30 Jun 2026 |
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| 17 Jul 2026 | Amplius Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 48.27K | $13.97M* | 30 Jun 2026 |
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| 17 Jul 2026 | Intergy Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 17.17K | $4.97M* | 30 Jun 2026 |
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| 17 Jul 2026 | Second Half Financial Partners, LLC | Institutional manager | 30 Jun 2026 | 12.79K | $3.70M* | 30 Jun 2026 |
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| 17 Jul 2026 | Gallacher Capital Management LLC | Institutional manager | 30 Jun 2026 | 10.17K | $2.94M* | 30 Jun 2026 |
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| 17 Jul 2026 | Forza Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 13.16K | $3.81M* | 30 Jun 2026 |
|---|
| 17 Jul 2026 | OFI INVEST ASSET MANAGEMENT | Institutional manager | 30 Jun 2026 | 1.92M | $554.82M* | 30 Jun 2026 |
|---|
| 17 Jul 2026 | LongView Wealth Management | Institutional manager | 30 Jun 2026 | 51.74K | $14.97M* | 30 Jun 2026 |
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| 17 Jul 2026 | CJM Wealth Advisers, Ltd. | Institutional manager | 30 Jun 2026 | 19.92K | $5.76M* | 30 Jun 2026 |
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| 17 Jul 2026 | Advantage Trust Co | Institutional manager | 30 Jun 2026 | 1.07K | $311.06K* | 30 Jun 2026 |
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| 17 Jul 2026 | Financial Synergies Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 43.24K | $12.51M* | 30 Jun 2026 |
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| 17 Jul 2026 | ZynergyRetirementPlanningLLC | Institutional manager | 30 Jun 2026 | 4.87K | $1.41M* | 30 Jun 2026 |
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| 17 Jul 2026 | Fairvoy Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 43.55K | $12.60M* | 30 Jun 2026 |
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| 17 Jul 2026 | Reyes Financial Architecture, Inc. | Institutional manager | 30 Jun 2026 | 7.63K | $2.21M* | 30 Jun 2026 |
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| 17 Jul 2026 | VAQUERO PRIVATE WEALTH, LTD | Institutional manager | 30 Jun 2026 | 19.41K | $5.62M* | 30 Jun 2026 |
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| 17 Jul 2026 | Stonebridge Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 6.65K | $1.92M* | 30 Jun 2026 |
|---|
| 17 Jul 2026 | Arbejdsmarkedets Tillaegspension | Institutional manager | 30 Jun 2026 | 87.32K | $25.27M* | 30 Jun 2026 |
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| 17 Jul 2026 | AK GLOBAL ASSET MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 72.12K | $20.87M* | 30 Jun 2026 |
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| 17 Jul 2026 | Lynch Investment Planning, LLC | Institutional manager | 30 Jun 2026 | 7.73K | $2.24M* | 30 Jun 2026 |
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| 17 Jul 2026 | Storen Legacy Partners, LLC | Institutional manager | 30 Jun 2026 | 13.62K | $3.94M* | 30 Jun 2026 |
|---|
| 17 Jul 2026 | Larry Mathis Financial Planning, LLC | Institutional manager | 30 Jun 2026 | 1.87K | $541.10K* | 30 Jun 2026 |
|---|
| 17 Jul 2026 | TCFG Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 57.89K | $16.75M* | 30 Jun 2026 |
|---|
| 17 Jul 2026 | Tortuga Wealth Management, Inc | Institutional manager | 31 Mar 2026 | 28.39K | $7.20M* | 31 Mar 2026 |
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| 17 Jul 2026 | AMERIPRISE FINANCIAL INC | Institutional manager | 31 Mar 2026 | 46.42M | $11.78B* | 31 Mar 2026 |
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| 17 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2015 | 73.49K | $7.74M* | 31 Dec 2015 |
|---|
| 17 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Sept 2015 | 71.12K | $7.84M* | 30 Sept 2015 |
|---|
| 16 Jul 2026 | Bell Bank | Institutional manager | 30 Jun 2026 | 57.15K | $16.54M* | 30 Jun 2026 |
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| 16 Jul 2026 | COURIER CAPITAL LLC | Institutional manager | 30 Jun 2026 | 247.53K | $71.63M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Advanced Asset Management Advisors Inc | Institutional manager | 30 Jun 2026 | 29.70K | $8.59M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Acropolis Investment Management, LLC | Institutional manager | 30 Jun 2026 | 86.57K | $25.05M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Ipswich Investment Management Co., Inc. | Institutional manager | 30 Jun 2026 | 83.06K | $24.03M* | 30 Jun 2026 |
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| 16 Jul 2026 | AVALON CAPITAL MANAGEMENT | Institutional manager | 30 Jun 2026 | 46.17K | $13.36M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | HENGEHOLD CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 32.64K | $9.44M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Mraz, Amerine & Associates, Inc. | Institutional manager | 30 Jun 2026 | 14.29K | $4.13M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | HT Partners LLC | Institutional manager | 30 Jun 2026 | 9.58K | $2.77M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Ramiah Investment Group | Institutional manager | 30 Jun 2026 | 1.80K | $520.27K* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Segment Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 152.91K | $44.25M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Cornerstone Management, Inc. | Institutional manager | 30 Jun 2026 | 990.00 | $286.47K* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Cambridge Advisors Inc. | Institutional manager | 30 Jun 2026 | 36.53K | $10.57M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Armbruster Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 8.40K | $2.43M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | WESPAC Advisors SoCal, LLC | Institutional manager | 30 Jun 2026 | 67.06K | $19.40M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | PFG Advisors | Institutional manager | 30 Jun 2026 | 148.46K | $42.96M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Patriot Financial Group Insurance Agency, LLC | Institutional manager | 30 Jun 2026 | 88.70K | $25.67M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | Radnor Capital Management, LLC | Institutional manager | 30 Jun 2026 | 72.93K | $21.10M* | 30 Jun 2026 |
|---|
| 16 Jul 2026 | ACCESS FINANCIAL SERVICES, INC. | Institutional manager | 30 Jun 2026 | 9.75K | $2.82M* | 30 Jun 2026 |
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