| 9 Jul 2026 | Highland Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 7.68K | $2.22M* | 30 Jun 2026 |
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| 9 Jul 2026 | Shira Ridge Wealth Management | Institutional manager | 30 Jun 2026 | 25.84K | $7.48M* | 30 Jun 2026 |
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| 9 Jul 2026 | CPA Asset Management Group, LLC | Institutional manager | 30 Jun 2026 | 15.90K | $4.60M* | 30 Jun 2026 |
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| 9 Jul 2026 | Great Waters Wealth Management | Institutional manager | 30 Jun 2026 | 30.80K | $8.91M* | 30 Jun 2026 |
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| 9 Jul 2026 | FFG RETIREMENT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 717.00 | $207.47K* | 30 Jun 2026 |
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| 9 Jul 2026 | NORTHBRIDGE FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 68.68K | $19.87M* | 30 Jun 2026 |
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| 9 Jul 2026 | SAPIENT CAPITAL LLC | Institutional manager | 30 Jun 2026 | 1.16M | $334.42M* | 30 Jun 2026 |
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| 9 Jul 2026 | AdviceOne Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 14.64K | $4.24M* | 30 Jun 2026 |
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| 9 Jul 2026 | Werlinich Asset Management, LLC | Institutional manager | 30 Jun 2026 | 14.58K | $4.22M* | 30 Jun 2026 |
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| 9 Jul 2026 | StoneCrest Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 2.72K | $787.64K* | 30 Jun 2026 |
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| 9 Jul 2026 | EAGLE WEALTH STRATEGIES LLC | Institutional manager | 30 Jun 2026 | 8.84K | $2.56M* | 30 Jun 2026 |
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| 9 Jul 2026 | Arbor Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 1.73K | $500.30K* | 30 Jun 2026 |
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| 9 Jul 2026 | EVERPAR ADVISORS LLC | Institutional manager | 30 Jun 2026 | 48.30K | $13.98M* | 30 Jun 2026 |
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| 9 Jul 2026 | EHRLICH FINANCIAL GROUP | Institutional manager | 30 Jun 2026 | 6.28K | $1.82M* | 30 Jun 2026 |
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| 9 Jul 2026 | Focus Financial Network, Inc. | Institutional manager | 30 Jun 2026 | 336.26K | $97.30M* | 30 Jun 2026 |
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| 9 Jul 2026 | FMA Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 4.13K | $1.20M* | 30 Jun 2026 |
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| 9 Jul 2026 | Stablepoint Partners, LLC | Institutional manager | 30 Jun 2026 | 72.74K | $21.05M* | 30 Jun 2026 |
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| 9 Jul 2026 | William Howard & Co Financial Advisors Inc | Institutional manager | 30 Jun 2026 | 6.31K | $1.82M* | 30 Jun 2026 |
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| 9 Jul 2026 | Paladin Wealth, LLC | Institutional manager | 30 Jun 2026 | 12.15K | $3.52M* | 30 Jun 2026 |
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| 9 Jul 2026 | Friday Financial | Institutional manager | 30 Jun 2026 | 20.40K | $5.90M* | 30 Jun 2026 |
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| 9 Jul 2026 | Wealthcare Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 13.17K | $3.81M* | 30 Jun 2026 |
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| 9 Jul 2026 | Banque de Luxembourg S.A. | Institutional manager | 30 Jun 2026 | 36.78K | $10.64M* | 30 Jun 2026 |
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| 9 Jul 2026 | Charis Legacy Partners, LLC | Institutional manager | 30 Jun 2026 | 3.63K | $1.05M* | 30 Jun 2026 |
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| 9 Jul 2026 | MEMBERS WEALTH LLC | Institutional manager | 30 Jun 2026 | 11.13K | $3.22M* | 30 Jun 2026 |
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| 9 Jul 2026 | Avant Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 10.54K | $3.05M* | 30 Jun 2026 |
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| 9 Jul 2026 | WINCAP FINANCIAL LLC | Institutional manager | 30 Jun 2026 | 25.57K | $7.40M* | 30 Jun 2026 |
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| 9 Jul 2026 | Independence Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 2.27K | $658.00K* | 30 Jun 2026 |
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| 9 Jul 2026 | BIRCHBROOK, INC. | Institutional manager | 30 Jun 2026 | 11.57K | $3.35M* | 30 Jun 2026 |
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| 9 Jul 2026 | SHRIER WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 13.92K | $4.03M* | 30 Jun 2026 |
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| 9 Jul 2026 | Wealth Science Advisors LLC | Institutional manager | 30 Jun 2026 | 11.51K | $3.33M* | 30 Jun 2026 |
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| 9 Jul 2026 | IFC & Insurance Marketing, Inc. | Institutional manager | 30 Jun 2026 | 4.66K | $1.35M* | 30 Jun 2026 |
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| 9 Jul 2026 | Sherman Wealth Management LLC | Institutional manager | 30 Jun 2026 | 8.64K | $2.50M* | 30 Jun 2026 |
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| 9 Jul 2026 | Polaris Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 5.13K | $1.48M* | 30 Jun 2026 |
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| 9 Jul 2026 | Alliance Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 10.73K | $3.10M* | 30 Jun 2026 |
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| 9 Jul 2026 | Asset Advisory Group, Inc. | Institutional manager | 30 Jun 2026 | 64.37K | $18.63M* | 30 Jun 2026 |
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| 9 Jul 2026 | Selby Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 15.53K | $4.49M* | 30 Jun 2026 |
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| 9 Jul 2026 | Tenzing Financial LLC | Institutional manager | 30 Jun 2026 | 9.80K | $2.84M* | 30 Jun 2026 |
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| 9 Jul 2026 | Kastel Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.02K | $296.30K* | 30 Jun 2026 |
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| 9 Jul 2026 | American State Bank (Iowa) | Institutional manager | 30 Jun 2026 | 25.38K | $7.34M* | 30 Jun 2026 |
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| 9 Jul 2026 | Three Bearings Fiduciary Advisors, Inc. | Institutional manager | 30 Jun 2026 | 5.06K | $1.46M* | 30 Jun 2026 |
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| 9 Jul 2026 | WORLD EQUITY GROUP, INC. | Institutional manager | 30 Jun 2026 | 76.95K | $22.27M* | 30 Jun 2026 |
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| 9 Jul 2026 | AVITY INVESTMENT MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 260.30K | $75.32M* | 30 Jun 2026 |
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| 9 Jul 2026 | CYPRESS FUNDS LLC | Institutional manager | 31 Mar 2026 | 47.31K | $12.01M* | 31 Mar 2026 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 31 Mar 2026 | 1.72K | $435.76K* | 31 Mar 2026 |
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| 9 Jul 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 31 Dec 2025 | 628.19K | $170.78M* | 31 Dec 2025 |
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| 9 Jul 2026 | ALONGSIDE, LLC | Institutional manager | 31 Dec 2025 | 6.10K | $1.66M* | 31 Dec 2025 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 31 Dec 2025 | 1.96K | $532.85K* | 31 Dec 2025 |
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| 9 Jul 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 30 Sept 2025 | 631.33K | $160.76M* | 30 Sept 2025 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 30 Sept 2025 | 1.69K | $429.56K* | 30 Sept 2025 |
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| 9 Jul 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 30 Jun 2025 | 644.22K | $132.17M* | 30 Jun 2025 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 30 Jun 2025 | 1.09K | $222.81K* | 30 Jun 2025 |
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| 9 Jul 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 31 Mar 2025 | 648.79K | $144.12M* | 31 Mar 2025 |
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| 9 Jul 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 31 Dec 2024 | 661.06K | $165.54M* | 31 Dec 2024 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 31 Dec 2024 | 1.18K | $296.00K* | 31 Dec 2024 |
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| 9 Jul 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 30 Sept 2024 | 664.86K | $154.91M* | 30 Sept 2024 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 30 Sept 2024 | 1.21K | $281.93K* | 30 Sept 2024 |
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| 9 Jul 2026 | VERUS CAPITAL PARTNERS, LLC | Institutional manager | 30 Jun 2024 | 664.80K | $144.10M* | 1 Jul 2024 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 30 Jun 2024 | 1.19K | $257.28K* | 1 Jul 2024 |
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| 9 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 31 Mar 2024 | 1.23K | $209.65K* | 1 Apr 2024 |
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| 9 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2018 | 89.23K | $14.07M* | 31 Dec 2018 |
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| 9 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Sept 2018 | 87.00K | $19.77M* | 1 Oct 2018 |
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| 8 Jul 2026 | BRAVE ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 83.66K | $24.21M* | 30 Jun 2026 |
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| 8 Jul 2026 | First Heartland Consultants, Inc. | Institutional manager | 30 Jun 2026 | 50.23K | $14.54M* | 30 Jun 2026 |
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| 8 Jul 2026 | Private Wealth Group, LLC | Institutional manager | 30 Jun 2026 | 4.27K | $1.23M* | 30 Jun 2026 |
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| 8 Jul 2026 | Windsor Capital Management, LLC | Institutional manager | 30 Jun 2026 | 26.51K | $7.67M* | 30 Jun 2026 |
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| 8 Jul 2026 | Teamwork Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 156.03K | $45.15M* | 30 Jun 2026 |
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| 8 Jul 2026 | KWMG, LLC | Institutional manager | 30 Jun 2026 | 22.80K | $6.60M* | 30 Jun 2026 |
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| 8 Jul 2026 | Flaharty Asset Management, LLC | Institutional manager | 30 Jun 2026 | 2.28K | $660.90K* | 30 Jun 2026 |
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| 8 Jul 2026 | Castle Rock Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 53.49K | $15.48M* | 30 Jun 2026 |
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| 8 Jul 2026 | Cooper Financial Group | Institutional manager | 30 Jun 2026 | 162.75K | $47.09M* | 30 Jun 2026 |
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| 8 Jul 2026 | Shulman DeMeo Asset Management LLC | Institutional manager | 30 Jun 2026 | 62.01K | $17.94M* | 30 Jun 2026 |
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| 8 Jul 2026 | Sunburst Financial Group, LLC | Institutional manager | 30 Jun 2026 | 24.89K | $7.20M* | 30 Jun 2026 |
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| 8 Jul 2026 | Affinity Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 193.78K | $56.07M* | 30 Jun 2026 |
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| 8 Jul 2026 | TrueWealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 11.20K | $3.24M* | 30 Jun 2026 |
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| 8 Jul 2026 | Platt Investment Counsel, LLC | Institutional manager | 30 Jun 2026 | 1.11K | $321.48K* | 30 Jun 2026 |
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| 8 Jul 2026 | Pine Haven Investment Counsel, Inc | Institutional manager | 30 Jun 2026 | 40.59K | $11.74M* | 30 Jun 2026 |
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| 8 Jul 2026 | Quantum Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 119.33K | $34.53M* | 30 Jun 2026 |
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| 8 Jul 2026 | Breakwater Capital Group | Institutional manager | 30 Jun 2026 | 83.25K | $24.09M* | 30 Jun 2026 |
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| 8 Jul 2026 | Williams & Novak, LLC | Institutional manager | 30 Jun 2026 | 12.79K | $3.70M* | 30 Jun 2026 |
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| 8 Jul 2026 | Sprinkle Financial Consultants LLC | Institutional manager | 30 Jun 2026 | 10.08K | $2.92M* | 30 Jun 2026 |
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| 8 Jul 2026 | Legacy Wealth Management, LLC / MS | Institutional manager | 30 Jun 2026 | 109.80K | $31.77M* | 30 Jun 2026 |
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| 8 Jul 2026 | PUFF WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 20.21K | $5.85M* | 30 Jun 2026 |
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| 8 Jul 2026 | MFG WEALTH MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 9.92K | $2.87M* | 30 Jun 2026 |
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| 8 Jul 2026 | Victrix Investment Advisors | Institutional manager | 30 Jun 2026 | 41.29K | $11.95M* | 30 Jun 2026 |
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| 8 Jul 2026 | Ledgewood Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 17.49K | $5.06M* | 30 Jun 2026 |
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| 8 Jul 2026 | NerdWallet Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 8.99K | $2.60M* | 30 Jun 2026 |
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| 8 Jul 2026 | Beacon Financial Strategies CORP | Institutional manager | 30 Jun 2026 | 2.63K | $759.86K* | 30 Jun 2026 |
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| 8 Jul 2026 | Sonoma Allocations LLC | Institutional manager | 30 Jun 2026 | 13.30K | $3.85M* | 30 Jun 2026 |
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| 8 Jul 2026 | Ebert Capital Management Inc. | Institutional manager | 30 Jun 2026 | 7.00K | $2.03M* | 30 Jun 2026 |
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| 8 Jul 2026 | Green Ridge Wealth Planning LLC | Institutional manager | 30 Jun 2026 | 32.09K | $9.29M* | 30 Jun 2026 |
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| 8 Jul 2026 | Chesley Taft & Associates LLC | Institutional manager | 30 Jun 2026 | 284.34K | $82.28M* | 30 Jun 2026 |
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| 8 Jul 2026 | First National Bank of Mount Dora, Trust Investment Services | Institutional manager | 30 Jun 2026 | 63.90K | $18.49M* | 30 Jun 2026 |
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| 8 Jul 2026 | Beacon Bank & Trust | Institutional manager | 30 Jun 2026 | 68.47K | $19.81M* | 30 Jun 2026 |
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| 8 Jul 2026 | Hennion & Walsh Asset Management, Inc. | Institutional manager | 30 Jun 2026 | 68.05K | $19.69M* | 30 Jun 2026 |
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| 8 Jul 2026 | Strategic Investment Solutions, Inc. /IL | Institutional manager | 30 Jun 2026 | 47.05K | $13.61M* | 30 Jun 2026 |
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| 8 Jul 2026 | ROCKLAND TRUST CO | Institutional manager | 30 Jun 2026 | 325.02K | $94.05M* | 30 Jun 2026 |
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| 8 Jul 2026 | AAFMAA Wealth Management & Trust LLC | Institutional manager | 30 Jun 2026 | 19.11K | $5.53M* | 30 Jun 2026 |
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| 8 Jul 2026 | ABNER HERRMAN & BROCK LLC | Institutional manager | 30 Jun 2026 | 137.83K | $39.88M* | 30 Jun 2026 |
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| 8 Jul 2026 | ATWOOD & PALMER INC | Institutional manager | 30 Jun 2026 | 127.07K | $36.77M* | 30 Jun 2026 |
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| 8 Jul 2026 | Palouse Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 2.10K | $607.66K* | 30 Jun 2026 |
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