| 13 Jul 2026 | ARMSTRONG ADVISORY GROUP, INC | Institutional manager | 30 Jun 2026 | 76.57K | $22.16M* | 30 Jun 2026 |
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| 13 Jul 2026 | BOS Asset Management, LLC | Institutional manager | 30 Jun 2026 | 29.21K | $8.45M* | 30 Jun 2026 |
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| 13 Jul 2026 | PFW Advisors LLC | Institutional manager | 30 Jun 2026 | 22.44K | $6.49M* | 30 Jun 2026 |
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| 13 Jul 2026 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 35.06K | $10.14M* | 30 Jun 2026 |
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| 13 Jul 2026 | One Wealth Management Investment & Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 47.79K | $13.83M* | 30 Jun 2026 |
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| 13 Jul 2026 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | Institutional manager | 30 Jun 2026 | 94.79K | $27.43M* | 30 Jun 2026 |
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| 13 Jul 2026 | Optivise Advisory Services LLC | Institutional manager | 30 Jun 2026 | 8.74K | $2.53M* | 30 Jun 2026 |
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| 13 Jul 2026 | Generali Investments CEE, investicni spolecnost, a.s. | Institutional manager | 30 Jun 2026 | 62.08K | $17.96M* | 30 Jun 2026 |
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| 13 Jul 2026 | HMV Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 6.37K | $1.84M* | 30 Jun 2026 |
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| 13 Jul 2026 | Holcombe Financial, Inc. | Institutional manager | 30 Jun 2026 | 85.90K | $24.85M* | 30 Jun 2026 |
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| 13 Jul 2026 | 21 West Wealth Management LLC | Institutional manager | 30 Jun 2026 | 5.83K | $1.69M* | 30 Jun 2026 |
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| 13 Jul 2026 | Dorato Capital Management | Institutional manager | 30 Jun 2026 | 603.00 | $174.48K* | 30 Jun 2026 |
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| 13 Jul 2026 | Frankly Finances, LLC | Institutional manager | 30 Jun 2026 | 1.32K | $382.82K* | 30 Jun 2026 |
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| 13 Jul 2026 | Asempa Wealth Advisors | Institutional manager | 30 Jun 2026 | 4.96K | $1.43M* | 30 Jun 2026 |
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| 13 Jul 2026 | HBE Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 3.44K | $995.11K* | 30 Jun 2026 |
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| 13 Jul 2026 | Eagle Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 34.21K | $9.90M* | 30 Jun 2026 |
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| 13 Jul 2026 | Plus Group Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 973.00 | $281.55K* | 30 Jun 2026 |
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| 13 Jul 2026 | DECISION INVESTMENTS, INC | Institutional manager | 30 Jun 2026 | 14.67K | $4.24M* | 30 Jun 2026 |
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| 13 Jul 2026 | Wealth Intelligence, LLC | Institutional manager | 30 Jun 2026 | 26.29K | $7.61M* | 30 Jun 2026 |
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| 13 Jul 2026 | AUGUSTINE ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 138.18K | $39.98M* | 30 Jun 2026 |
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| 13 Jul 2026 | GODSEY & GIBB, INC | Institutional manager | 30 Jun 2026 | 151.70K | $43.90M* | 30 Jun 2026 |
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| 13 Jul 2026 | One Wealth Management Investment & Advisory Services, LLC | Institutional manager | 31 Mar 2026 | 48.68K | $12.35M* | 31 Mar 2026 |
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| 13 Jul 2026 | Kings Path Partners LLC | Institutional manager | 30 Sept 2025 | 1.47K | $373.03K* | 30 Sept 2025 |
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| 13 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2017 | 89.48K | $15.41M* | 2 Jan 2018 |
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| 10 Jul 2026 | Annex Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 453.91K | $131.34M* | 30 Jun 2026 |
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| 10 Jul 2026 | Financial Designs Corp | Institutional manager | 30 Jun 2026 | 3.02K | $873.87K* | 30 Jun 2026 |
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| 10 Jul 2026 | Northside Capital Management, LLC | Institutional manager | 30 Jun 2026 | 91.00K | $26.33M* | 30 Jun 2026 |
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| 10 Jul 2026 | GenWealth Group, Inc. | Institutional manager | 30 Jun 2026 | 19.66K | $5.69M* | 30 Jun 2026 |
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| 10 Jul 2026 | Ballast, Inc. | Institutional manager | 30 Jun 2026 | 50.87K | $14.72M* | 30 Jun 2026 |
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| 10 Jul 2026 | Investors Research Corp | Institutional manager | 30 Jun 2026 | 13.23K | $3.83M* | 30 Jun 2026 |
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| 10 Jul 2026 | Sunesis Advisors, LLC | Institutional manager | 30 Jun 2026 | 2.89K | $837.12K* | 30 Jun 2026 |
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| 10 Jul 2026 | Charles Schwab Trust Co | Institutional manager | 30 Jun 2026 | 54.26K | $15.70M* | 30 Jun 2026 |
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| 10 Jul 2026 | Arkfeld Wealth Strategies, L.L.C. | Institutional manager | 30 Jun 2026 | 68.15K | $19.72M* | 30 Jun 2026 |
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| 10 Jul 2026 | Salvus Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 20.06K | $5.81M* | 30 Jun 2026 |
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| 10 Jul 2026 | KWB Wealth | Institutional manager | 30 Jun 2026 | 16.56K | $4.79M* | 30 Jun 2026 |
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| 10 Jul 2026 | Prosperity Planning, Inc. | Institutional manager | 30 Jun 2026 | 11.66K | $3.37M* | 30 Jun 2026 |
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| 10 Jul 2026 | Taylor & Morgan Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 25.25K | $7.31M* | 30 Jun 2026 |
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| 10 Jul 2026 | Canvas Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 106.89K | $30.93M* | 30 Jun 2026 |
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| 10 Jul 2026 | Scott Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 3.24K | $936.66K* | 30 Jun 2026 |
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| 10 Jul 2026 | Leverty Financial Group, LLC | Institutional manager | 30 Jun 2026 | 1.97K | $570.04K* | 30 Jun 2026 |
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| 10 Jul 2026 | Spinnaker Investment Group, LLC | Institutional manager | 30 Jun 2026 | 46.93K | $13.58M* | 30 Jun 2026 |
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| 10 Jul 2026 | Walker Asset Management, LLC | Institutional manager | 30 Jun 2026 | 20.77K | $6.01M* | 30 Jun 2026 |
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| 10 Jul 2026 | E. Ohman J:or Asset Management AB | Institutional manager | 30 Jun 2026 | 850.40K | $246.07M* | 30 Jun 2026 |
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| 10 Jul 2026 | HRC WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 23.69K | $6.86M* | 30 Jun 2026 |
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| 10 Jul 2026 | Processus Wealth & Capital Management, LLC | Institutional manager | 30 Jun 2026 | 40.22K | $11.64M* | 30 Jun 2026 |
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| 10 Jul 2026 | BFI Infinity Ltd. | Institutional manager | 30 Jun 2026 | 14.55K | $4.21M* | 30 Jun 2026 |
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| 10 Jul 2026 | Heck Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 66.24K | $19.17M* | 30 Jun 2026 |
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| 10 Jul 2026 | FORM Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 5.65K | $1.64M* | 30 Jun 2026 |
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| 10 Jul 2026 | Uptown Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 1.56K | $451.98K* | 30 Jun 2026 |
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| 10 Jul 2026 | Adirondack Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 9.38K | $2.71M* | 30 Jun 2026 |
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| 10 Jul 2026 | Whitener Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 90.16K | $26.09M* | 30 Jun 2026 |
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| 10 Jul 2026 | DIVERSIFIED MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 69.38K | $20.08M* | 30 Jun 2026 |
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| 10 Jul 2026 | Nolet Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 10.87K | $3.14M* | 30 Jun 2026 |
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| 10 Jul 2026 | WEDGE CAPITAL MANAGEMENT L L P/NC | Institutional manager | 30 Jun 2026 | 22.87K | $6.62M* | 30 Jun 2026 |
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| 10 Jul 2026 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | Institutional manager | 30 Jun 2026 | 45.73K | $13.23M* | 30 Jun 2026 |
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| 10 Jul 2026 | FIRST COMMUNITY TRUST NA | Institutional manager | 30 Jun 2026 | 41.80K | $12.10M* | 30 Jun 2026 |
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| 10 Jul 2026 | Handelsbanken Fonder AB | Institutional manager | 30 Jun 2026 | 6.91M | $2.00B* | 30 Jun 2026 |
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| 10 Jul 2026 | Fruth Investment Management | Institutional manager | 30 Jun 2026 | 23.42K | $6.78M* | 30 Jun 2026 |
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| 10 Jul 2026 | Cardinal Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 1.07K | $310.48K* | 30 Jun 2026 |
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| 10 Jul 2026 | JFS WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 97.67K | $28.26M* | 30 Jun 2026 |
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| 10 Jul 2026 | Clarus Wealth Advisors | Institutional manager | 30 Jun 2026 | 17.47K | $5.05M* | 30 Jun 2026 |
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| 10 Jul 2026 | G&S Capital LLC | Institutional manager | 30 Jun 2026 | 18.60K | $5.38M* | 30 Jun 2026 |
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| 10 Jul 2026 | West Branch Capital LLC | Institutional manager | 30 Jun 2026 | 148.50K | $42.97M* | 30 Jun 2026 |
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| 10 Jul 2026 | Insight Wealth Strategies, LLC | Institutional manager | 30 Jun 2026 | 47.32K | $13.69M* | 30 Jun 2026 |
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| 10 Jul 2026 | DAGCO, INC. | Institutional manager | 30 Jun 2026 | 51.24K | $14.83M* | 30 Jun 2026 |
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| 10 Jul 2026 | MAGNOLIA CAPITAL MANAGEMENT LTD | Institutional manager | 30 Jun 2026 | 25.58K | $7.40M* | 30 Jun 2026 |
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| 10 Jul 2026 | Accel Wealth Management | Institutional manager | 30 Jun 2026 | 27.88K | $8.07M* | 30 Jun 2026 |
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| 10 Jul 2026 | KENNICOTT CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 11.81K | $3.42M* | 30 Jun 2026 |
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| 10 Jul 2026 | GoalFusion Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 6.01K | $1.74M* | 30 Jun 2026 |
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| 10 Jul 2026 | Buska Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 1.96K | $566.86K* | 30 Jun 2026 |
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| 10 Jul 2026 | FIDUCIARY FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 193.18K | $55.90M* | 30 Jun 2026 |
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| 10 Jul 2026 | Abound Wealth Management | Institutional manager | 30 Jun 2026 | 38.37K | $11.10M* | 30 Jun 2026 |
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| 10 Jul 2026 | LAM GROUP, INC. | Institutional manager | 30 Jun 2026 | 3.55K | $1.03M* | 30 Jun 2026 |
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| 10 Jul 2026 | DiNuzzo Private Wealth, Inc. | Institutional manager | 30 Jun 2026 | 11.39K | $3.30M* | 30 Jun 2026 |
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| 10 Jul 2026 | Peirce Capital Management, LLC | Institutional manager | 30 Jun 2026 | 929.00 | $268.82K* | 30 Jun 2026 |
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| 10 Jul 2026 | Bank & Trust Co | Institutional manager | 30 Jun 2026 | 12.81K | $3.71M* | 30 Jun 2026 |
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| 10 Jul 2026 | Farrell Financial LLC | Institutional manager | 30 Jun 2026 | 31.53K | $9.12M* | 30 Jun 2026 |
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| 10 Jul 2026 | Stonekeep Investments, LLC | Institutional manager | 30 Jun 2026 | 7.83K | $2.27M* | 30 Jun 2026 |
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| 10 Jul 2026 | Generali Investments, Management Co LLC | Institutional manager | 30 Jun 2026 | 80.36K | $23.25M* | 30 Jun 2026 |
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| 10 Jul 2026 | Envision Financial LLC | Institutional manager | 30 Jun 2026 | 2.45K | $708.64K* | 30 Jun 2026 |
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| 10 Jul 2026 | Kentucky Trust Co | Institutional manager | 30 Jun 2026 | 30.38K | $8.79M* | 30 Jun 2026 |
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| 10 Jul 2026 | Haven Capital Group, Inc. | Institutional manager | 30 Jun 2026 | 40.98K | $11.86M* | 30 Jun 2026 |
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| 10 Jul 2026 | Yoffe Investment Management, LLC | Institutional manager | 30 Jun 2026 | 6.21K | $1.80M* | 30 Jun 2026 |
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| 10 Jul 2026 | Tema ETFs LLC | Institutional manager | 30 Jun 2026 | 109.94K | $31.81M* | 30 Jun 2026 |
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| 10 Jul 2026 | Lee, Kelleher & Klein Wealth Management | Institutional manager | 30 Jun 2026 | 1.64K | $473.97K* | 30 Jun 2026 |
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| 10 Jul 2026 | William Mack & Associates, Inc. | Institutional manager | 30 Jun 2026 | 35.36K | $10.23M* | 30 Jun 2026 |
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| 10 Jul 2026 | Financial Planning Fort Collins, LLC | Institutional manager | 30 Jun 2026 | 704.00 | $203.71K* | 30 Jun 2026 |
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| 10 Jul 2026 | DOLIVER ADVISORS, LP | Institutional manager | 30 Jun 2026 | 26.86K | $7.77M* | 30 Jun 2026 |
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| 10 Jul 2026 | Nvest Wealth Strategies, Inc. | Institutional manager | 30 Jun 2026 | 1.57K | $453.43K* | 30 Jun 2026 |
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| 10 Jul 2026 | Blom & Howell Financial Planning, Inc. | Institutional manager | 31 Mar 2026 | 2.88K | $730.15K* | 31 Mar 2026 |
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| 10 Jul 2026 | Blom & Howell Financial Planning, Inc. | Institutional manager | 31 Dec 2025 | 2.95K | $803.07K* | 31 Dec 2025 |
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| 10 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Jun 2018 | 87.92K | $16.46M* | 2 Jul 2018 |
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| 10 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Mar 2018 | 88.53K | $14.76M* | 2 Apr 2018 |
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| 9 Jul 2026 | STERLING INVESTMENT ADVISORS LLC /ADV | Institutional manager | 30 Jun 2026 | 820.00 | $237.28K* | 30 Jun 2026 |
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| 9 Jul 2026 | BONNESS ENTERPRISES INC | Institutional manager | 30 Jun 2026 | 49.07K | $14.20M* | 30 Jun 2026 |
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| 9 Jul 2026 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 37.98K | $10.99M* | 30 Jun 2026 |
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| 9 Jul 2026 | Legacy Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 917.00 | $265.34K* | 30 Jun 2026 |
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| 9 Jul 2026 | Gilman Hill Asset Management, LLC | Institutional manager | 30 Jun 2026 | 26.17K | $7.57M* | 30 Jun 2026 |
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| 9 Jul 2026 | Edge Wealth Management LLC | Institutional manager | 30 Jun 2026 | 165.35K | $47.85M* | 30 Jun 2026 |
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| 9 Jul 2026 | LVZ, Inc. | Institutional manager | 30 Jun 2026 | 23.47K | $6.79M* | 30 Jun 2026 |
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