| 14 Jul 2026 | Plan A Wealth LLC | Institutional manager | 30 Jun 2026 | 10.41K | $3.01M* | 30 Jun 2026 |
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| 14 Jul 2026 | SALEM INVESTMENT COUNSELORS INC | Institutional manager | 30 Jun 2026 | 933.41K | $270.09M* | 30 Jun 2026 |
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| 14 Jul 2026 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | Institutional manager | 30 Jun 2026 | 46.25K | $13.38M* | 30 Jun 2026 |
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| 14 Jul 2026 | BALDWIN WEALTH PARTNERS LLC/MA | Institutional manager | 30 Jun 2026 | 351.83K | $101.81M* | 30 Jun 2026 |
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| 14 Jul 2026 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 367.18K | $106.25M* | 30 Jun 2026 |
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| 14 Jul 2026 | Cadent Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 54.44K | $15.75M* | 30 Jun 2026 |
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| 14 Jul 2026 | SEAVIEW INVESTMENT MANAGERS LLC | Institutional manager | 30 Jun 2026 | 33.56K | $9.71M* | 30 Jun 2026 |
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| 14 Jul 2026 | Cromwell Holdings LLC | Institutional manager | 30 Jun 2026 | 40.66K | $11.77M* | 30 Jun 2026 |
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| 14 Jul 2026 | Adams Asset Advisors, LLC | Institutional manager | 30 Jun 2026 | 78.74K | $22.78M* | 30 Jun 2026 |
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| 14 Jul 2026 | Twele Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 2.56K | $740.18K* | 30 Jun 2026 |
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| 14 Jul 2026 | MKD WEALTH COACHES, LLC | Institutional manager | 30 Jun 2026 | 1.17K | $339.71K* | 30 Jun 2026 |
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| 14 Jul 2026 | Newman Dignan & Sheerar, Inc. | Institutional manager | 30 Jun 2026 | 56.50K | $16.35M* | 30 Jun 2026 |
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| 14 Jul 2026 | Wiser Wealth Management, Inc | Institutional manager | 30 Jun 2026 | 13.97K | $4.04M* | 30 Jun 2026 |
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| 14 Jul 2026 | HWG Holdings LP | Institutional manager | 30 Jun 2026 | 44.88K | $12.99M* | 30 Jun 2026 |
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| 14 Jul 2026 | Plancorp, LLC | Institutional manager | 30 Jun 2026 | 113.71K | $32.90M* | 30 Jun 2026 |
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| 14 Jul 2026 | Curbstone Financial Management Corp | Institutional manager | 30 Jun 2026 | 66.18K | $19.15M* | 30 Jun 2026 |
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| 14 Jul 2026 | CWA Asset Management Group, LLC | Institutional manager | 30 Jun 2026 | 579.13K | $167.58M* | 30 Jun 2026 |
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| 14 Jul 2026 | New Capital Management LP | Institutional manager | 30 Jun 2026 | 77.28K | $22.36M* | 30 Jun 2026 |
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| 14 Jul 2026 | Brickley Wealth Management | Institutional manager | 30 Jun 2026 | 394.73K | $114.22M* | 30 Jun 2026 |
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| 14 Jul 2026 | Spectrum Planning & Advisory Services Inc. | Institutional manager | 30 Jun 2026 | 4.79K | $1.39M* | 30 Jun 2026 |
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| 14 Jul 2026 | Hudson Capital Management LLC | Institutional manager | 30 Jun 2026 | 31.95K | $9.25M* | 30 Jun 2026 |
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| 14 Jul 2026 | Paradiem, LLC | Institutional manager | 30 Jun 2026 | 22.99K | $6.65M* | 30 Jun 2026 |
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| 14 Jul 2026 | Y-Intercept (Hong Kong) Ltd | Institutional manager | 30 Jun 2026 | 173.48K | $50.20M* | 30 Jun 2026 |
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| 14 Jul 2026 | Net Worth Advisory Group | Institutional manager | 30 Jun 2026 | 20.58K | $5.95M* | 30 Jun 2026 |
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| 14 Jul 2026 | Emergent Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 4.82K | $1.39M* | 30 Jun 2026 |
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| 14 Jul 2026 | Ayrshire Capital Management LLC | Institutional manager | 30 Jun 2026 | 32.31K | $9.35M* | 30 Jun 2026 |
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| 14 Jul 2026 | Stolper Co | Institutional manager | 30 Jun 2026 | 58.19K | $16.84M* | 30 Jun 2026 |
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| 14 Jul 2026 | Snider Financial Group | Institutional manager | 30 Jun 2026 | 21.41K | $6.20M* | 30 Jun 2026 |
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| 14 Jul 2026 | EWA, LLC | Institutional manager | 30 Jun 2026 | 53.24K | $15.41M* | 30 Jun 2026 |
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| 14 Jul 2026 | Roth Financial Partners LLC | Institutional manager | 30 Jun 2026 | 10.64K | $3.08M* | 30 Jun 2026 |
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| 14 Jul 2026 | IVC Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 54.92K | $15.89M* | 30 Jun 2026 |
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| 14 Jul 2026 | Clearview Wealth Management LLC | Institutional manager | 30 Jun 2026 | 8.65K | $2.50M* | 30 Jun 2026 |
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| 14 Jul 2026 | Bank of New Hampshire | Institutional manager | 30 Jun 2026 | 68.35K | $19.78M* | 30 Jun 2026 |
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| 14 Jul 2026 | Mason & Associates, LLC | Institutional manager | 30 Jun 2026 | 7.39K | $2.14M* | 30 Jun 2026 |
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| 14 Jul 2026 | SPRING CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 59.05K | $17.09M* | 30 Jun 2026 |
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| 14 Jul 2026 | KEB ASSET MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 13.23K | $3.83M* | 30 Jun 2026 |
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| 14 Jul 2026 | DOPKINS WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 17.63K | $5.10M* | 30 Jun 2026 |
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| 14 Jul 2026 | Shore Point Advisors, LLC | Institutional manager | 30 Jun 2026 | 4.11K | $1.19M* | 30 Jun 2026 |
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| 14 Jul 2026 | 1620 INVESTMENT ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 9.11K | $2.64M* | 30 Jun 2026 |
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| 14 Jul 2026 | Ervin Investment Management, LLC | Institutional manager | 30 Jun 2026 | 48.88K | $14.14M* | 30 Jun 2026 |
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| 14 Jul 2026 | Magnolia Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 2.85K | $823.81K* | 30 Jun 2026 |
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| 14 Jul 2026 | DIXON FNANCIAL SERVICES, INC. | Institutional manager | 30 Jun 2026 | 27.80K | $8.05M* | 30 Jun 2026 |
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| 14 Jul 2026 | Intrinsic Value Partners, LLC | Institutional manager | 30 Jun 2026 | 1.90K | $550.65K* | 30 Jun 2026 |
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| 14 Jul 2026 | City State Bank | Institutional manager | 30 Jun 2026 | 57.70K | $16.70M* | 30 Jun 2026 |
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| 14 Jul 2026 | Gibson Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 6.83K | $1.98M* | 30 Jun 2026 |
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| 14 Jul 2026 | Waycross Investment Management Co | Institutional manager | 30 Jun 2026 | 5.33K | $1.54M* | 30 Jun 2026 |
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| 14 Jul 2026 | Ritter Daniher Financial Advisory LLC / DE | Institutional manager | 30 Jun 2026 | 35.44K | $10.26M* | 30 Jun 2026 |
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| 14 Jul 2026 | Signature Resources Capital Management, LLC | Institutional manager | 30 Jun 2026 | 4.41K | $1.28M* | 30 Jun 2026 |
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| 14 Jul 2026 | Talbot Financial, LLC | Institutional manager | 30 Jun 2026 | 430.92K | $124.69M* | 30 Jun 2026 |
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| 14 Jul 2026 | National Wealth Management Group, LLC | Institutional manager | 30 Jun 2026 | 19.16K | $5.54M* | 30 Jun 2026 |
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| 14 Jul 2026 | BARLOW WEALTH PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 117.65K | $34.04M* | 30 Jun 2026 |
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| 14 Jul 2026 | Financial Symmetry Inc | Institutional manager | 30 Jun 2026 | 12.53K | $3.62M* | 30 Jun 2026 |
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| 14 Jul 2026 | Leibman Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 12.08K | $3.49M* | 30 Jun 2026 |
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| 14 Jul 2026 | Lakeridge Wealth Management LLC | Institutional manager | 30 Jun 2026 | 27.22K | $7.88M* | 30 Jun 2026 |
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| 14 Jul 2026 | GREAT OAK CAPITAL PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 5.38K | $1.56M* | 30 Jun 2026 |
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| 14 Jul 2026 | Wall Street Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 23.66K | $6.85M* | 30 Jun 2026 |
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| 14 Jul 2026 | DEFINE FINANCIAL, LLC | Institutional manager | 30 Jun 2026 | 6.34K | $1.84M* | 30 Jun 2026 |
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| 14 Jul 2026 | Kelly Financial Services LLC | Institutional manager | 30 Jun 2026 | 14.92K | $4.32M* | 30 Jun 2026 |
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| 14 Jul 2026 | Rockingstone Advisors LLC | Institutional manager | 30 Jun 2026 | 19.88K | $5.75M* | 30 Jun 2026 |
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| 14 Jul 2026 | Christensen, King & Associates Investment Services, Inc. | Institutional manager | 30 Jun 2026 | 11.81K | $3.42M* | 30 Jun 2026 |
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| 14 Jul 2026 | Clark & Stuart, Inc | Institutional manager | 30 Jun 2026 | 9.52K | $2.76M* | 30 Jun 2026 |
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| 14 Jul 2026 | InvesTrust | Institutional manager | 30 Jun 2026 | 25.41K | $7.35M* | 30 Jun 2026 |
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| 14 Jul 2026 | Impact Capital Partners LLC | Institutional manager | 30 Jun 2026 | 61.81K | $17.89M* | 30 Jun 2026 |
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| 14 Jul 2026 | Antonelli Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 45.27K | $13.10M* | 30 Jun 2026 |
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| 14 Jul 2026 | SageOak Financial, LLC | Institutional manager | 30 Jun 2026 | 1.36K | $393.82K* | 30 Jun 2026 |
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| 14 Jul 2026 | North Capital, Inc. | Institutional manager | 30 Jun 2026 | 17.40K | $5.04M* | 30 Jun 2026 |
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| 14 Jul 2026 | Longview Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 5.86K | $1.70M* | 30 Jun 2026 |
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| 14 Jul 2026 | Jeter Robert S II | Institutional manager | 30 Jun 2026 | 12.02K | $3.48M* | 30 Jun 2026 |
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| 14 Jul 2026 | Chatterton & Associates Inc. | Institutional manager | 30 Jun 2026 | 5.92K | $1.71M* | 30 Jun 2026 |
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| 14 Jul 2026 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | Institutional manager | 30 Jun 2026 | 1.72K | $496.83K* | 30 Jun 2026 |
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| 14 Jul 2026 | Arnold Financial Planning LLC | Institutional manager | 30 Jun 2026 | 17.89K | $5.18M* | 30 Jun 2026 |
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| 14 Jul 2026 | TopTier Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 7.37K | $2.13M* | 30 Jun 2026 |
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| 14 Jul 2026 | marrick wealth, LLC | Institutional manager | 30 Jun 2026 | 6.67K | $1.93M* | 30 Jun 2026 |
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| 14 Jul 2026 | Markin Asset Management, LP | Institutional manager | 30 Jun 2026 | 7.39K | $2.14M* | 30 Jun 2026 |
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| 14 Jul 2026 | TOTH FINANCIAL ADVISORY CORP | Institutional manager | 30 Jun 2026 | 90.36K | $26.15M* | 30 Jun 2026 |
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| 14 Jul 2026 | HENDLEY & CO INC | Institutional manager | 30 Jun 2026 | 59.21K | $17.13M* | 30 Jun 2026 |
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| 14 Jul 2026 | Fisher Funds Management LTD | Institutional manager | 30 Jun 2026 | 318.29K | $92.10M* | 30 Jun 2026 |
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| 14 Jul 2026 | JACOBSON & SCHMITT ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 1.85K | $534.74K* | 30 Jun 2026 |
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| 14 Jul 2026 | Westhampton Capital, LLC | Institutional manager | 30 Jun 2026 | 81.44K | $23.56M* | 30 Jun 2026 |
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| 14 Jul 2026 | Mountain Capital Investment Advisors Inc. | Institutional manager | 30 Jun 2026 | 22.73K | $6.58M* | 30 Jun 2026 |
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| 14 Jul 2026 | Oxinas Partners, LLC | Institutional manager | 30 Jun 2026 | 27.73K | $8.02M* | 30 Jun 2026 |
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| 14 Jul 2026 | Northstar Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 41.09K | $11.89M* | 30 Jun 2026 |
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| 14 Jul 2026 | IAM Advisory, LLC | Institutional manager | 30 Jun 2026 | 22.89K | $6.62M* | 30 Jun 2026 |
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| 14 Jul 2026 | Enclave Advisors LLC | Institutional manager | 30 Jun 2026 | 32.14K | $9.30M* | 30 Jun 2026 |
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| 14 Jul 2026 | Octavia Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 160.15K | $46.34M* | 30 Jun 2026 |
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| 14 Jul 2026 | YARGER WEALTH STRATEGIES, LLC | Institutional manager | 30 Jun 2026 | 34.15K | $9.88M* | 30 Jun 2026 |
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| 14 Jul 2026 | Presidio Capital Management, LLC | Institutional manager | 30 Jun 2026 | 11.80K | $3.41M* | 30 Jun 2026 |
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| 14 Jul 2026 | Kings Path Partners LLC | Institutional manager | 30 Jun 2026 | 2.12K | $613.73K* | 30 Jun 2026 |
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| 14 Jul 2026 | Smith Thornton Advisors LLC | Institutional manager | 30 Jun 2026 | 16.29K | $4.71M* | 30 Jun 2026 |
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| 14 Jul 2026 | Rolek Wealth Management LLC | Institutional manager | 30 Jun 2026 | 2.81K | $811.94K* | 30 Jun 2026 |
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| 14 Jul 2026 | Sunbeam Capital Management, LLC | Institutional manager | 30 Jun 2026 | 42.17K | $12.20M* | 30 Jun 2026 |
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| 14 Jul 2026 | NESTEGG ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 14.05K | $4.07M* | 30 Jun 2026 |
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| 14 Jul 2026 | Family Legacy Financial Solutions, LLC | Institutional manager | 30 Jun 2026 | 1.70K | $492.78K* | 30 Jun 2026 |
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| 14 Jul 2026 | Peak Wealth Management LLC | Institutional manager | 30 Jun 2026 | 9.78K | $2.83M* | 30 Jun 2026 |
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| 14 Jul 2026 | KIRR MARBACH & CO LLC /IN/ | Institutional manager | 30 Jun 2026 | 1.56K | $451.40K* | 30 Jun 2026 |
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| 14 Jul 2026 | Fenimore Asset Management Inc | Institutional manager | 30 Jun 2026 | 13.30K | $3.85M* | 30 Jun 2026 |
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| 14 Jul 2026 | Portside Wealth Group, LLC | Institutional manager | 30 Jun 2026 | 56.31K | $16.29M* | 30 Jun 2026 |
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| 14 Jul 2026 | BAM Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 16.68K | $4.83M* | 30 Jun 2026 |
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| 14 Jul 2026 | Kings Path Partners LLC | Institutional manager | 31 Mar 2026 | 1.43K | $362.92K* | 31 Mar 2026 |
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| 14 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 31 Dec 2025 | 7.49K | $2.03M* | 31 Dec 2025 |
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