| 2026-10-16 | James T. Borello RIA | document |
| 2026-10-16 | James T. Borello RIA | document |
| 2026-10-16 | James T. Borello RIA | document |
| 2026-10-16 | James T. Borello RIA | document |
| 2026-10-16 | James T. Borello RIA | document |
| 2026-10-16 | JCSD Capital, LLC | document |
| 2026-10-16 | Intergy Private Wealth, LLC | document |
| 2026-10-16 | Intelligent Financial Strategies | document |
| 2026-10-16 | IFC & Insurance Marketing, Inc. | document |
| 2026-10-16 | Hutchens & Kramer Investment Management Group, LLC | document |
| 2026-10-16 | Hudson Oak Wealth Advisory LLC | document |
| 2026-10-16 | Howard Capital Management Group, LLC | document |
| 2026-10-16 | Howard Capital Management Group, LLC | document |
| 2026-10-16 | Holcombe Financial, Inc. | document |
| 2026-10-16 | Hanson & Doremus Investment Management | document |
| 2026-10-16 | HRC WEALTH MANAGEMENT, LLC | document |
| 2026-10-16 | HENGEHOLD CAPITAL MANAGEMENT LLC | document |
| 2026-10-16 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | document |
| 2026-10-16 | Guardian Asset Advisors, LLC | document |
| 2026-10-16 | Greenfield FTC, Inc. | document |
| 2026-10-16 | Goelzer Investment Management, Inc. | document |
| 2026-10-16 | GenWealth Group, Inc. | document |
| 2026-10-16 | GLOBAL STRATEGIC MANAGEMENT INC | document |
| 2026-10-16 | GFG Capital, LLC | document |
| 2026-10-16 | Frank, Rimerman Advisors LLC | document |
| 2026-10-16 | Franchise GP Ltd | document |
| 2026-10-16 | Foundry Financial Group, Inc. | document |
| 2026-10-16 | Fiscal Wisdom Wealth Management, LLC | document |
| 2026-10-16 | Finer Wealth Management, Inc. | document |
| 2026-10-16 | Financial Synergies Wealth Advisors, Inc. | document |
| 2026-10-16 | Ferguson Shapiro LLC | document |
| 2026-10-16 | FOUNDERS GROVE WEALTH PARTNERS, LLC | document |
| 2026-10-16 | FORBES J M & CO LLP | document |
| 2026-10-16 | FIDUCIARY ADVISORS, INC. | document |
| 2026-10-16 | FIDELIS iM, LLC | document |
| 2026-10-16 | Evansbrook LLC | document |
| 2026-10-16 | Essex Bank | document |
| 2026-10-16 | Encompass More Asset Management | document |
| 2026-10-16 | Elevated Financial Group LLC | document |
| 2026-10-16 | Eagle Bay Advisors LLC | document |
| 2026-10-16 | Dynamic Wealth Strategies, LLC | document |
| 2026-10-16 | DiNuzzo Private Wealth, Inc. | document |
| 2026-10-16 | DELTA CAPITAL MANAGEMENT LLC | document |
| 2026-10-16 | Cyndeo Wealth Partners, LLC | document |
| 2026-10-16 | Crown Oak Advisors, LLC | document |
| 2026-10-16 | Crescent Sterling, Ltd. | document |
| 2026-10-16 | Cravens & Co Advisors, LLC | document |
| 2026-10-16 | Counterpoint Mutual Funds LLC | document |
| 2026-10-16 | Cornerstone Planning Group LLC | document |
| 2026-10-16 | Clearview Wealth Management LLC | document |
| 2026-10-16 | Chemistry Wealth Management LLC | document |
| 2026-10-16 | Center For Asset Management LLC | document |
| 2026-10-16 | Centennial Wealth Advisory LLC | document |
| 2026-10-16 | Carroll Advisory Group, LLC | document |
| 2026-10-16 | Cardinal Capital Management | document |
| 2026-10-16 | CHATHAM CAPITAL GROUP, INC. | document |
| 2026-10-16 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | document |
| 2026-10-16 | Burns Matteson Capital Management, LLC | document |
| 2026-10-16 | BostonPremier Wealth LLC | document |
| 2026-10-16 | Berman McAleer LLC | document |
| 2026-10-16 | Benchmark Financial, LLC | document |
| 2026-10-16 | Beaumont Asset Management, L.L.C. | document |
| 2026-10-16 | Baugh & Associates, LLC | document |
| 2026-10-16 | BROWN, LISLE/CUMMINGS, INC. | document |
| 2026-10-16 | BFI Infinity Ltd. | document |
| 2026-10-16 | BANQUE PICTET & CIE SA | document |
| 2026-10-16 | Aull & Monroe Investment Management Corp | document |
| 2026-10-16 | Ariston Services Group | document |
| 2026-10-16 | Ardent Capital Management, Inc. | document |
| 2026-10-16 | Andera Partners | document |
| 2026-10-16 | Alpine Bank Wealth Management | document |
| 2026-10-16 | AlphaStar Capital Management, LLC | document |
| 2026-10-16 | Aerodigm Wealth, LLC | document |
| 2026-10-16 | AWM CAPITAL, LLC | document |
| 2026-10-16 | ASR Vermogensbeheer N.V. | document |
| 2026-10-16 | ASPIRIANT, LLC | document |
| 2026-10-16 | AMERICAN FINANCIAL & TAX STRATEGIES INC | document |
| 2026-10-16 | ABSOLUTE CAPITAL MANAGEMENT, LLC | document |
| 2026-10-15 | YANKCOM Partnership | document |
| 2026-10-15 | White Pine Investment CO | document |
| 2026-10-15 | Weaver Capital Management LLC | document |
| 2026-10-15 | Walser Wealth Management Company, A Ltd Liability Co | document |
| 2026-10-15 | WOLFF WIESE MAGANA LLC | document |
| 2026-10-15 | WHITENER CAPITAL MANAGEMENT, INC. | document |
| 2026-10-15 | VMS Asset Management Limited | document |
| 2026-10-15 | VISTA INVESTMENT PARTNERS II, LLC | document |
| 2026-10-15 | V-Square Quantitative Management LLC | document |
| 2026-10-15 | Two West Capital Advisors LLC | document |
| 2026-10-15 | Turtle Creek Wealth Advisors, LLC | document |
| 2026-10-15 | Triasima Portfolio Management inc. | document |
| 2026-10-15 | TT Capital Management LLC | document |
| 2026-10-15 | TSP Capital Management Group, LLC | document |
| 2026-10-15 | TRUST CO OF OKLAHOMA | document |
| 2026-10-15 | Sustainable Growth Advisers, LP | document |
| 2026-10-15 | Stonekeep Investments, LLC | document |
| 2026-10-15 | Stegner Investment Associates Inc. | document |
| 2026-10-15 | State of Alaska, Department of Revenue | document |
| 2026-10-15 | Split Rock Private Trading & Wealth Management, LLC | document |
| 2026-10-15 | Southern Farm Bureau Life Insurance | document |
| 2026-10-15 | Solidarity Wealth, LLC | document |