| 14 Jul 2026 | Kings Path Partners LLC | Institutional manager | 31 Dec 2025 | 1.43K | $388.76K* | 31 Dec 2025 |
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| 14 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 30 Sept 2025 | 7.58K | $1.93M* | 30 Sept 2025 |
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| 14 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 30 Jun 2025 | 7.26K | $1.49M* | 30 Jun 2025 |
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| 14 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 31 Mar 2025 | 7.17K | $1.59M* | 31 Mar 2025 |
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| 14 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 31 Dec 2024 | 6.65K | $1.67M* | 31 Dec 2024 |
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| 14 Jul 2026 | Unique Wealth Strategies, LLC | Institutional manager | 30 Sept 2024 | 6.52K | $1.52M* | 30 Sept 2024 |
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| 14 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Sept 2017 | 90.37K | $13.90M* | 2 Oct 2017 |
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| 14 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Jun 2017 | 90.56K | $13.04M* | 30 Jun 2017 |
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| 14 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Mar 2017 | 89.86K | $12.91M* | 31 Mar 2017 |
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| 13 Jul 2026 | HOWLAND CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 530.93K | $153.63M* | 30 Jun 2026 |
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| 13 Jul 2026 | CHATHAM CAPITAL GROUP, INC. | Institutional manager | 30 Jun 2026 | 76.80K | $22.22M* | 30 Jun 2026 |
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| 13 Jul 2026 | SHEETS SMITH WEALTH MANAGEMENT | Institutional manager | 30 Jun 2026 | 51.60K | $14.93M* | 30 Jun 2026 |
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| 13 Jul 2026 | Merrion Investment Management Co, LLC | Institutional manager | 30 Jun 2026 | 37.80K | $10.94M* | 30 Jun 2026 |
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| 13 Jul 2026 | Scharf Investments, LLC | Institutional manager | 30 Jun 2026 | 8.87K | $2.57M* | 30 Jun 2026 |
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| 13 Jul 2026 | United Asset Strategies, Inc. | Institutional manager | 30 Jun 2026 | 285.21K | $82.53M* | 30 Jun 2026 |
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| 13 Jul 2026 | Capital Advantage, Inc. | Institutional manager | 30 Jun 2026 | 52.05K | $15.06M* | 30 Jun 2026 |
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| 13 Jul 2026 | DeDora Capital, Inc. | Institutional manager | 30 Jun 2026 | 53.53K | $15.49M* | 30 Jun 2026 |
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| 13 Jul 2026 | Cypress Wealth Services, LLC | Institutional manager | 30 Jun 2026 | 162.58K | $47.04M* | 30 Jun 2026 |
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| 13 Jul 2026 | Oak Asset Management, LLC | Institutional manager | 30 Jun 2026 | 125.19K | $36.22M* | 30 Jun 2026 |
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| 13 Jul 2026 | Baugh & Associates, LLC | Institutional manager | 30 Jun 2026 | 55.67K | $16.11M* | 30 Jun 2026 |
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| 13 Jul 2026 | Avondale Wealth Management | Institutional manager | 30 Jun 2026 | 14.88K | $4.31M* | 30 Jun 2026 |
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| 13 Jul 2026 | Integris Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 43.10K | $12.47M* | 30 Jun 2026 |
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| 13 Jul 2026 | McAlister, Sweet & Associates, Inc. | Institutional manager | 30 Jun 2026 | 36.94K | $10.69M* | 30 Jun 2026 |
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| 13 Jul 2026 | Red Door Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 155.18K | $44.90M* | 30 Jun 2026 |
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| 13 Jul 2026 | SteelPeak Wealth, LLC | Institutional manager | 30 Jun 2026 | 952.87K | $275.72M* | 30 Jun 2026 |
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| 13 Jul 2026 | RTD Financial Advisors, Inc. | Institutional manager | 30 Jun 2026 | 7.34K | $2.13M* | 30 Jun 2026 |
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| 13 Jul 2026 | Veracity Capital LLC | Institutional manager | 30 Jun 2026 | 29.16K | $8.44M* | 30 Jun 2026 |
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| 13 Jul 2026 | Client First Capital LLC | Institutional manager | 30 Jun 2026 | 1.70K | $491.04K* | 30 Jun 2026 |
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| 13 Jul 2026 | MITCHELL & PAHL PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 28.02K | $8.11M* | 30 Jun 2026 |
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| 13 Jul 2026 | Centennial Wealth Advisory LLC | Institutional manager | 30 Jun 2026 | 35.37K | $10.24M* | 30 Jun 2026 |
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| 13 Jul 2026 | Falcon Wealth Planning | Institutional manager | 30 Jun 2026 | 280.45K | $81.15M* | 30 Jun 2026 |
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| 13 Jul 2026 | Orin Green Financial, LLC | Institutional manager | 30 Jun 2026 | 13.68K | $3.96M* | 30 Jun 2026 |
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| 13 Jul 2026 | Purus Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 55.33K | $16.01M* | 30 Jun 2026 |
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| 13 Jul 2026 | Strong Tower Advisory Services | Institutional manager | 30 Jun 2026 | 41.06K | $11.88M* | 30 Jun 2026 |
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| 13 Jul 2026 | SHELTON WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 6.80K | $1.97M* | 30 Jun 2026 |
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| 13 Jul 2026 | Gouws Capital LLC | Institutional manager | 30 Jun 2026 | 15.83K | $4.58M* | 30 Jun 2026 |
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| 13 Jul 2026 | APS Management Group, Inc. | Institutional manager | 30 Jun 2026 | 26.84K | $7.77M* | 30 Jun 2026 |
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| 13 Jul 2026 | Hassell Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 1.88K | $544.86K* | 30 Jun 2026 |
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| 13 Jul 2026 | GENESIS PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 7.68K | $2.22M* | 30 Jun 2026 |
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| 13 Jul 2026 | Park Edge Advisors, LLC | Institutional manager | 30 Jun 2026 | 13.60K | $3.94M* | 30 Jun 2026 |
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| 13 Jul 2026 | BRADY FAMILY WEALTH, LLC | Institutional manager | 30 Jun 2026 | 97.30K | $28.15M* | 30 Jun 2026 |
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| 13 Jul 2026 | Park Capital Management, LLC / WI | Institutional manager | 30 Jun 2026 | 23.84K | $6.90M* | 30 Jun 2026 |
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| 13 Jul 2026 | Sound Stewardship, LLC | Institutional manager | 30 Jun 2026 | 4.20K | $1.22M* | 30 Jun 2026 |
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| 13 Jul 2026 | Lakeshore Financial Planning, Inc. | Institutional manager | 30 Jun 2026 | 37.54K | $10.86M* | 30 Jun 2026 |
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| 13 Jul 2026 | Southland Equity Partners LLC | Institutional manager | 30 Jun 2026 | 120.82K | $34.96M* | 30 Jun 2026 |
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| 13 Jul 2026 | OMNI 360 Wealth, Inc. | Institutional manager | 30 Jun 2026 | 11.65K | $3.37M* | 30 Jun 2026 |
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| 13 Jul 2026 | VOISARD ASSET MANAGEMENT GROUP, INC. | Institutional manager | 30 Jun 2026 | 11.40K | $3.30M* | 30 Jun 2026 |
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| 13 Jul 2026 | Clarity Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 10.12K | $2.93M* | 30 Jun 2026 |
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| 13 Jul 2026 | FCG Investment Co | Institutional manager | 30 Jun 2026 | 54.15K | $15.67M* | 30 Jun 2026 |
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| 13 Jul 2026 | Broadway Wealth Solutions, Inc. | Institutional manager | 30 Jun 2026 | 9.78K | $2.83M* | 30 Jun 2026 |
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| 13 Jul 2026 | Gilbert Capital Group, Inc. | Institutional manager | 30 Jun 2026 | 5.16K | $1.49M* | 30 Jun 2026 |
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| 13 Jul 2026 | High Probability Advisors, LLC | Institutional manager | 30 Jun 2026 | 4.85K | $1.40M* | 30 Jun 2026 |
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| 13 Jul 2026 | Martel Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 2.21K | $639.20K* | 30 Jun 2026 |
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| 13 Jul 2026 | Kennebec Savings Bank | Institutional manager | 30 Jun 2026 | 31.31K | $9.06M* | 30 Jun 2026 |
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| 13 Jul 2026 | Aurelius Family Office LLC | Institutional manager | 30 Jun 2026 | 950.00 | $274.89K* | 30 Jun 2026 |
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| 13 Jul 2026 | Stenger Family Office, LLC | Institutional manager | 30 Jun 2026 | 102.55K | $29.68M* | 30 Jun 2026 |
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| 13 Jul 2026 | Breachway Investments LLC | Institutional manager | 30 Jun 2026 | 6.80K | $1.97M* | 30 Jun 2026 |
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| 13 Jul 2026 | Tailwinds Wealth, LLC | Institutional manager | 30 Jun 2026 | 15.51K | $4.49M* | 30 Jun 2026 |
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| 13 Jul 2026 | Shelter Rock Management, LLC | Institutional manager | 30 Jun 2026 | 8.06K | $2.33M* | 30 Jun 2026 |
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| 13 Jul 2026 | Strategic Financial Group, LLC | Institutional manager | 30 Jun 2026 | 1.87K | $541.39K* | 30 Jun 2026 |
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| 13 Jul 2026 | Financial Solutions Advisory Group, Inc. | Institutional manager | 30 Jun 2026 | 13.37K | $3.87M* | 30 Jun 2026 |
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| 13 Jul 2026 | LDIC Inc. | Institutional manager | 30 Jun 2026 | 58.93K | $17.05M* | 30 Jun 2026 |
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| 13 Jul 2026 | V. M. MANNING & CO., INC. | Institutional manager | 30 Jun 2026 | 48.92K | $14.16M* | 30 Jun 2026 |
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| 13 Jul 2026 | DAVENPORT & Co LLC | Institutional manager | 30 Jun 2026 | 1.49M | $431.07M* | 30 Jun 2026 |
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| 13 Jul 2026 | ARDSLEY ADVISORY PARTNERS LP | Institutional manager | 30 Jun 2026 | 45.00K | $13.02M* | 30 Jun 2026 |
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| 13 Jul 2026 | FIRST CITIZENS BANK & TRUST CO | Institutional manager | 30 Jun 2026 | 661.50K | $191.41M* | 30 Jun 2026 |
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| 13 Jul 2026 | Curated Wealth Partners LLC | Institutional manager | 30 Jun 2026 | 685.37K | $198.32M* | 30 Jun 2026 |
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| 13 Jul 2026 | Drucker Wealth 3.0, LLC | Institutional manager | 30 Jun 2026 | 75.76K | $21.92M* | 30 Jun 2026 |
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| 13 Jul 2026 | FIRST HAWAIIAN BANK | Institutional manager | 30 Jun 2026 | 9.91K | $2.87M* | 30 Jun 2026 |
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| 13 Jul 2026 | LYNCH & ASSOCIATES/IN | Institutional manager | 30 Jun 2026 | 49.64K | $14.36M* | 30 Jun 2026 |
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| 13 Jul 2026 | RIVERBRIDGE PARTNERS LLC | Institutional manager | 30 Jun 2026 | 31.26K | $9.05M* | 30 Jun 2026 |
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| 13 Jul 2026 | SENTINEL TRUST CO LBA | Institutional manager | 30 Jun 2026 | 88.84K | $25.71M* | 30 Jun 2026 |
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| 13 Jul 2026 | THOMPSON INVESTMENT MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 42.62K | $12.33M* | 30 Jun 2026 |
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| 13 Jul 2026 | First City Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 14.36K | $4.15M* | 30 Jun 2026 |
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| 13 Jul 2026 | Eastover Investment Advisors LLC | Institutional manager | 30 Jun 2026 | 46.81K | $13.54M* | 30 Jun 2026 |
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| 13 Jul 2026 | Kessler Investment Group, LLC | Institutional manager | 30 Jun 2026 | 25.18K | $7.29M* | 30 Jun 2026 |
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| 13 Jul 2026 | AEGON ASSET MANAGEMENT UK Plc | Institutional manager | 30 Jun 2026 | 2.03M | $586.97M* | 30 Jun 2026 |
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| 13 Jul 2026 | Friedenthal Financial | Institutional manager | 30 Jun 2026 | 7.37K | $2.13M* | 30 Jun 2026 |
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| 13 Jul 2026 | Eagle Capital Management, LLC | Institutional manager | 30 Jun 2026 | 49.43K | $14.30M* | 30 Jun 2026 |
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| 13 Jul 2026 | ETF Portfolio Partners, Inc. | Institutional manager | 30 Jun 2026 | 11.09K | $3.21M* | 30 Jun 2026 |
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| 13 Jul 2026 | Covea Finance | Institutional manager | 30 Jun 2026 | 551.55K | $159.60M* | 30 Jun 2026 |
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| 13 Jul 2026 | Moisand Fitzgerald Tamayo, LLC | Institutional manager | 30 Jun 2026 | 11.93K | $3.45M* | 30 Jun 2026 |
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| 13 Jul 2026 | Orgel Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 10.34K | $2.99M* | 30 Jun 2026 |
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| 13 Jul 2026 | MFA WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 32.61K | $9.43M* | 30 Jun 2026 |
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| 13 Jul 2026 | NORTHWEST WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 39.26K | $11.36M* | 30 Jun 2026 |
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| 13 Jul 2026 | Perennial Advisors, LLC | Institutional manager | 30 Jun 2026 | 121.53K | $35.17M* | 30 Jun 2026 |
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| 13 Jul 2026 | Independence Bank of Kentucky | Institutional manager | 30 Jun 2026 | 113.98K | $32.98M* | 30 Jun 2026 |
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| 13 Jul 2026 | HHM Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 68.65K | $19.87M* | 30 Jun 2026 |
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| 13 Jul 2026 | O'Keefe Stevens Advisory, Inc. | Institutional manager | 30 Jun 2026 | 5.02K | $1.45M* | 30 Jun 2026 |
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| 13 Jul 2026 | Pacifica Partners Inc. | Institutional manager | 30 Jun 2026 | 56.54K | $16.36M* | 30 Jun 2026 |
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| 13 Jul 2026 | CLIENT 1ST ADVISORY GROUP, LLC | Institutional manager | 30 Jun 2026 | 14.78K | $4.28M* | 30 Jun 2026 |
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| 13 Jul 2026 | Richard P Slaughter Associates Inc | Institutional manager | 30 Jun 2026 | 41.75K | $12.08M* | 30 Jun 2026 |
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| 13 Jul 2026 | Gleason Group, Inc. | Institutional manager | 30 Jun 2026 | 4.36K | $1.26M* | 30 Jun 2026 |
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| 13 Jul 2026 | WOLFF WIESE MAGANA LLC | Institutional manager | 30 Jun 2026 | 21.55K | $6.24M* | 30 Jun 2026 |
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| 13 Jul 2026 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 16.18K | $4.68M* | 30 Jun 2026 |
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| 13 Jul 2026 | Holland Advisory Services, Inc. | Institutional manager | 30 Jun 2026 | 7.52K | $2.18M* | 30 Jun 2026 |
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| 13 Jul 2026 | Buttonwood Financial Advisors Inc. | Institutional manager | 30 Jun 2026 | 14.39K | $4.17M* | 30 Jun 2026 |
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| 13 Jul 2026 | Wedmont Private Capital | Institutional manager | 30 Jun 2026 | 301.88K | $87.35M* | 30 Jun 2026 |
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| 13 Jul 2026 | CHERRYDALE WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 14.04K | $4.06M* | 30 Jun 2026 |
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| 13 Jul 2026 | Echo45 Advisors LLC | Institutional manager | 30 Jun 2026 | 9.21K | $2.67M* | 30 Jun 2026 |
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