| 7 Jul 2026 | CHAPIN DAVIS, INC. | Institutional manager | 30 Jun 2026 | 77.54K | $22.44M* | 30 Jun 2026 |
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| 7 Jul 2026 | MOODY NATIONAL BANK TRUST DIVISION | Institutional manager | 30 Jun 2026 | 107.63K | $31.14M* | 30 Jun 2026 |
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| 7 Jul 2026 | Mechanics Bank Trust Department | Institutional manager | 30 Jun 2026 | 131.05K | $37.92M* | 30 Jun 2026 |
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| 7 Jul 2026 | SHAYNE & JACOBS, LLC | Institutional manager | 30 Jun 2026 | 12.07K | $3.49M* | 30 Jun 2026 |
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| 7 Jul 2026 | Grove Bank & Trust | Institutional manager | 30 Jun 2026 | 165.79K | $47.97M* | 30 Jun 2026 |
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| 7 Jul 2026 | Central Pacific Bank - Trust Division | Institutional manager | 30 Jun 2026 | 94.27K | $27.28M* | 30 Jun 2026 |
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| 7 Jul 2026 | ARMSTRONG HENRY H ASSOCIATES INC | Institutional manager | 30 Jun 2026 | 56.65K | $16.39M* | 30 Jun 2026 |
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| 7 Jul 2026 | Arlington Partners LLC | Institutional manager | 30 Jun 2026 | 886.00 | $256.37K* | 30 Jun 2026 |
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| 7 Jul 2026 | Stonehearth Capital Management, LLC | Institutional manager | 30 Jun 2026 | 11.98K | $3.47M* | 30 Jun 2026 |
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| 7 Jul 2026 | Avior Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 181.54K | $52.53M* | 30 Jun 2026 |
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| 7 Jul 2026 | Trust Asset Management LLC | Institutional manager | 30 Jun 2026 | 163.14K | $47.21M* | 30 Jun 2026 |
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| 7 Jul 2026 | BDF-GESTION | Institutional manager | 30 Jun 2026 | 255.68K | $73.98M* | 30 Jun 2026 |
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| 7 Jul 2026 | Financial Enhancement Group LLC | Institutional manager | 30 Jun 2026 | 57.27K | $16.57M* | 30 Jun 2026 |
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| 7 Jul 2026 | SigFig Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 1.84K | $531.84K* | 30 Jun 2026 |
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| 7 Jul 2026 | Israel Discount Bank of New York | Institutional manager | 30 Jun 2026 | 1.31K | $378.48K* | 30 Jun 2026 |
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| 7 Jul 2026 | Martin Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 2.85K | $825.54K* | 30 Jun 2026 |
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| 7 Jul 2026 | HOWARD FINANCIAL SERVICES, LTD. | Institutional manager | 30 Jun 2026 | 138.69K | $40.13M* | 30 Jun 2026 |
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| 7 Jul 2026 | ORSER CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 33.11K | $9.58M* | 30 Jun 2026 |
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| 7 Jul 2026 | EPIQ PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 14.77K | $4.27M* | 30 Jun 2026 |
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| 7 Jul 2026 | Flower City Capital | Institutional manager | 30 Jun 2026 | 14.03K | $4.06M* | 30 Jun 2026 |
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| 7 Jul 2026 | Connective Portfolio Management, LLC | Institutional manager | 30 Jun 2026 | 3.52K | $1.02M* | 30 Jun 2026 |
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| 7 Jul 2026 | Byrne Asset Management LLC | Institutional manager | 30 Jun 2026 | 28.23K | $8.17M* | 30 Jun 2026 |
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| 7 Jul 2026 | Greenfield Savings Bank | Institutional manager | 30 Jun 2026 | 64.58K | $18.69M* | 30 Jun 2026 |
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| 7 Jul 2026 | Prodigy Asset Management LLC | Institutional manager | 30 Jun 2026 | 5.07K | $1.47M* | 30 Jun 2026 |
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| 7 Jul 2026 | Crescent Sterling, Ltd. | Institutional manager | 30 Jun 2026 | 17.45K | $5.05M* | 30 Jun 2026 |
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| 7 Jul 2026 | Baron Wealth Management LLC | Institutional manager | 30 Jun 2026 | 55.14K | $15.96M* | 30 Jun 2026 |
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| 7 Jul 2026 | Madison Park Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 19.40K | $5.61M* | 30 Jun 2026 |
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| 7 Jul 2026 | Arlington Trust Co LLC | Institutional manager | 30 Jun 2026 | 25.23K | $7.30M* | 30 Jun 2026 |
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| 7 Jul 2026 | Silverberg Bernstein Capital Management LLC | Institutional manager | 30 Jun 2026 | 3.60K | $1.04M* | 30 Jun 2026 |
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| 7 Jul 2026 | City Center Advisors, LLC | Institutional manager | 30 Jun 2026 | 7.12K | $2.06M* | 30 Jun 2026 |
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| 7 Jul 2026 | Paul R. Ried Financial Group, LLC | Institutional manager | 30 Jun 2026 | 27.73K | $8.02M* | 30 Jun 2026 |
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| 7 Jul 2026 | Retirement Wealth Solutions LLC | Institutional manager | 30 Jun 2026 | 2.48K | $717.03K* | 30 Jun 2026 |
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| 7 Jul 2026 | JBGlobal.com LLC | Institutional manager | 30 Jun 2026 | 8.60K | $2.49M* | 30 Jun 2026 |
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| 7 Jul 2026 | Westmount Partners, LLC | Institutional manager | 30 Jun 2026 | 184.51K | $53.39M* | 30 Jun 2026 |
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| 7 Jul 2026 | Grant Private Wealth Management Inc | Institutional manager | 30 Jun 2026 | 50.31K | $14.56M* | 30 Jun 2026 |
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| 7 Jul 2026 | Clark Asset Management, LLC | Institutional manager | 30 Jun 2026 | 118.13K | $34.18M* | 30 Jun 2026 |
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| 7 Jul 2026 | GK Wealth Management LLC | Institutional manager | 30 Jun 2026 | 8.73K | $2.53M* | 30 Jun 2026 |
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| 7 Jul 2026 | Wisconsin Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 8.36K | $2.42M* | 30 Jun 2026 |
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| 7 Jul 2026 | 55 North Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 26.15K | $7.57M* | 30 Jun 2026 |
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| 7 Jul 2026 | Calder Financial LLC | Institutional manager | 30 Jun 2026 | 1.84K | $533.87K* | 30 Jun 2026 |
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| 7 Jul 2026 | Value Investment Professionals, LLC | Institutional manager | 30 Jun 2026 | 12.49K | $3.61M* | 30 Jun 2026 |
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| 7 Jul 2026 | Prota Financial, LLC | Institutional manager | 30 Jun 2026 | 5.15K | $1.49M* | 30 Jun 2026 |
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| 7 Jul 2026 | CONGRESS ASSET MANAGEMENT CO | Institutional manager | 30 Jun 2026 | 1.61M | $465.80M* | 30 Jun 2026 |
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| 7 Jul 2026 | Stark Wealth Management LLC | Institutional manager | 31 Mar 2025 | 3.17K | $703.26K* | 31 Mar 2025 |
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| 7 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2019 | 89.52K | $26.29M* | 31 Dec 2019 |
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| 7 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Sept 2019 | 90.23K | $20.21M* | 30 Sept 2019 |
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| 6 Jul 2026 | Stonebridge Financial Group, LLC | Institutional manager | 30 Jun 2026 | 134.40K | $38.89M* | 30 Jun 2026 |
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| 6 Jul 2026 | Bangor Savings Bank | Institutional manager | 30 Jun 2026 | 61.77K | $17.87M* | 30 Jun 2026 |
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| 6 Jul 2026 | Hobart Private Capital, LLC | Institutional manager | 30 Jun 2026 | 18.94K | $5.48M* | 30 Jun 2026 |
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| 6 Jul 2026 | NEVILLE RODIE & SHAW INC | Institutional manager | 30 Jun 2026 | 440.26K | $127.40M* | 30 Jun 2026 |
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| 6 Jul 2026 | PRIVATE CLIENT SERVICES, LLC | Institutional manager | 30 Jun 2026 | 18.91K | $5.47M* | 30 Jun 2026 |
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| 6 Jul 2026 | Boltwood Capital Management | Institutional manager | 30 Jun 2026 | 38.84K | $11.24M* | 30 Jun 2026 |
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| 6 Jul 2026 | Boston Standard Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 1.68K | $485.84K* | 30 Jun 2026 |
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| 6 Jul 2026 | Trilogy Capital Inc. | Institutional manager | 30 Jun 2026 | 40.06K | $11.59M* | 30 Jun 2026 |
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| 6 Jul 2026 | Pathway Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 16.20K | $4.69M* | 30 Jun 2026 |
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| 6 Jul 2026 | RDA Financial Network | Institutional manager | 30 Jun 2026 | 44.37K | $12.84M* | 30 Jun 2026 |
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| 6 Jul 2026 | Trinity Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 35.68K | $10.32M* | 30 Jun 2026 |
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| 6 Jul 2026 | CGN Advisors LLC | Institutional manager | 30 Jun 2026 | 51.41K | $14.88M* | 30 Jun 2026 |
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| 6 Jul 2026 | STABLEFORD CAPITAL II LLC | Institutional manager | 30 Jun 2026 | 30.24K | $8.75M* | 30 Jun 2026 |
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| 6 Jul 2026 | jvl associates llc | Institutional manager | 30 Jun 2026 | 48.24K | $13.96M* | 30 Jun 2026 |
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| 6 Jul 2026 | Ridgeline Wealth, LLC | Institutional manager | 30 Jun 2026 | 1.84K | $533.29K* | 30 Jun 2026 |
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| 6 Jul 2026 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | Institutional manager | 30 Jun 2026 | 26.39K | $7.64M* | 30 Jun 2026 |
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| 6 Jul 2026 | Sincerus Advisory, LLC | Institutional manager | 30 Jun 2026 | 7.33K | $2.12M* | 30 Jun 2026 |
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| 6 Jul 2026 | LEGACY SOLUTIONS, LLC | Institutional manager | 30 Jun 2026 | 4.88K | $1.41M* | 30 Jun 2026 |
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| 6 Jul 2026 | St. Clair Advisors, LLC | Institutional manager | 30 Jun 2026 | 77.77K | $22.50M* | 30 Jun 2026 |
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| 6 Jul 2026 | Dogwood Wealth Management LLC | Institutional manager | 30 Jun 2026 | 8.69K | $2.51M* | 30 Jun 2026 |
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| 6 Jul 2026 | MJT & Associates Financial Advisory Group, Inc. | Institutional manager | 30 Jun 2026 | 701.00 | $202.84K* | 30 Jun 2026 |
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| 6 Jul 2026 | Pacific Excel Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 24.14K | $6.99M* | 30 Jun 2026 |
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| 6 Jul 2026 | ANDERSON HOAGLAND & CO | Institutional manager | 30 Jun 2026 | 3.16K | $913.80K* | 30 Jun 2026 |
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| 2 Jul 2026 | Hilltop National Bank | Institutional manager | 30 Jun 2026 | 41.07K | $11.88M* | 30 Jun 2026 |
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| 2 Jul 2026 | Asset Management Advisors, LLC | Institutional manager | 30 Jun 2026 | 34.34K | $9.94M* | 30 Jun 2026 |
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| 2 Jul 2026 | CX Institutional | Institutional manager | 30 Jun 2026 | 243.94K | $70.59M* | 30 Jun 2026 |
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| 2 Jul 2026 | COLLECTIVE FAMILY OFFICE LLC | Institutional manager | 30 Jun 2026 | 12.14K | $3.51M* | 30 Jun 2026 |
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| 2 Jul 2026 | Box Hill Private Wealth LLC | Institutional manager | 30 Jun 2026 | 10.55K | $3.05M* | 30 Jun 2026 |
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| 2 Jul 2026 | KERR FINANCIAL PLANNING Corp | Institutional manager | 30 Jun 2026 | 14.49K | $4.19M* | 30 Jun 2026 |
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| 2 Jul 2026 | Diesslin Group, Inc. | Institutional manager | 30 Jun 2026 | 14.99K | $4.34M* | 30 Jun 2026 |
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| 2 Jul 2026 | Brick & Kyle, Associates | Institutional manager | 31 Mar 2026 | 130.62K | $33.15M* | 31 Mar 2026 |
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| 2 Jul 2026 | Financial Management, Inc. | Institutional manager | 31 Mar 2026 | 5.39K | $1.37M* | 31 Mar 2026 |
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| 2 Jul 2026 | Financial Management, Inc. | Institutional manager | 31 Dec 2025 | 5.38K | $1.46M* | 31 Dec 2025 |
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| 2 Jul 2026 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | Institutional manager | 31 Dec 2023 | 2.19K | $405.81K* | 2 Jan 2024 |
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| 1 Jul 2026 | CACTI ASSET MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 506.13K | $146.45M* | 30 Jun 2026 |
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| 1 Jul 2026 | GP Brinson Investments LLC | Institutional manager | 30 Jun 2026 | 42.00K | $12.15M* | 30 Jun 2026 |
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| 1 Jul 2026 | EASTERN BANK | Institutional manager | 30 Jun 2026 | 1.17M | $337.23M* | 30 Jun 2026 |
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| 1 Jul 2026 | Beacon Wealthcare LLC | Institutional manager | 30 Jun 2026 | 5.78K | $1.67M* | 30 Jun 2026 |
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| 1 Jul 2026 | Marathon Mission, Inc. | Institutional manager | 30 Jun 2026 | 4.87K | $1.41M* | 30 Jun 2026 |
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| 1 Jul 2026 | PVG ASSET MANAGEMENT CORP | Institutional manager | 30 Jun 2026 | 9.57K | $2.77M* | 30 Jun 2026 |
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| 1 Jul 2026 | KERR FINANCIAL PLANNING Corp | Institutional manager | 31 Mar 2026 | 14.60K | $3.71M* | 31 Mar 2026 |
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| 1 Jul 2026 | KERR FINANCIAL PLANNING Corp | Institutional manager | 31 Dec 2025 | 14.51K | $3.94M* | 31 Dec 2025 |
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| 1 Jul 2026 | KERR FINANCIAL PLANNING Corp | Institutional manager | 30 Sept 2025 | 14.60K | $3.72M* | 30 Sept 2025 |
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| 1 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Jun 2020 | 89.24K | $32.56M* | 30 Jun 2020 |
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| 1 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Mar 2020 | 90.41K | $22.99M* | 31 Mar 2020 |
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| 30 Jun 2026 | BSN CAPITAL PARTNERS Ltd | Institutional manager | 31 Mar 2026 | (m) | (m) | (m) |
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| 30 Jun 2026 | BSN CAPITAL PARTNERS Ltd | Institutional manager | 31 Mar 2026 | (m) | (m) | (m) |
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| 30 Jun 2026 | BSN CAPITAL PARTNERS Ltd | Institutional manager | 31 Mar 2026 | (m) | (m) | (m) |
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| 30 Jun 2026 | VectorGlobal IAG, Inc. | Institutional manager | 31 Mar 2026 | 30.28K | $7.69M* | 31 Mar 2026 |
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| 30 Jun 2026 | Winning Points Advisors, LLC | Institutional manager | 31 Mar 2026 | 158.23K | $40.16M* | 31 Mar 2026 |
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| 29 Jun 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2020 | 280.31K | $37.19M* | 31 Dec 2020 |
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| 29 Jun 2026 | First Nebraska Trust Co | Institutional manager | 30 Sept 2020 | 280.85K | $32.53M* | 30 Sept 2020 |
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| 26 Jun 2026 | WealthPoint Financial, LLC | Institutional manager | 31 Mar 2026 | 6.43K | $1.63M* | 31 Mar 2026 |
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| 26 Jun 2026 | Ravenstone Capital Management Inc. | Institutional manager | 31 Mar 2025 | 42.07K | $9.34M* | 31 Mar 2025 |
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