| Heirloom Wealth Management | Added 462.25% | +$32.7M | $39.8M | 5.76% | Aug 3, 2026 |
| NEOS Investment Management LLC | Added 38.59% | +$30.1M | $108M | 0.40% | Aug 11, 2026 |
| Proficio Capital Partners LLC | Reduce 27.99% | -$11.7M | $30.1M | 1.08% | Aug 17, 2026 |
| Elevation Point Wealth Partners, LLC | New Buy | +$8.25M | $8.25M | 0.15% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | New Buy | +$8.24M | $8.24M | 0.08% | Aug 14, 2026 |
| Wellspring Financial Advisors, LLC | Added 7.74% | +$6.33M | $88.1M | 5.80% | Jul 20, 2026 |
| Rockport Wealth LLC | New Buy | +$5.62M | $5.62M | 0.94% | Jul 27, 2026 |
| Debussy Capital Management LP | Sell 100% | -$3.93M | $0 | Not reported | Aug 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | Sell 100% | -$3.57M | $0 | 0.00% | Aug 3, 2026 |
| IMC-Chicago, LLC | Sell 100% | -$3.2M | $0 | 0.00% | Aug 6, 2026 |
| Capstone Wealth Management Group, LLC | Sell 100% | -$3.19M | $0 | 0.00% | Jul 30, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$2.74M | $2.74M | 0.04% | Jul 28, 2026 |
| Arkadios Wealth Advisors | New Buy | +$2.53M | $2.53M | 0.04% | Aug 10, 2026 |
| Flow Traders U.S. LLC | Reduce 74.04% | -$2.15M | $754K | 0.03% | Aug 14, 2026 |
| Encompass More Asset Management | Sell 100% | -$1.92M | $0 | 0.00% | Jul 14, 2026 |
| Tandem Financial, LLC | Reduce 40.37% | -$1.9M | $2.81M | 0.85% | Aug 14, 2026 |
| CLG LLC | Added 18.70% | +$1.72M | $10.9M | 2.40% | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 26.73% | -$1.57M | $4.3M | 0.04% | Aug 11, 2026 |
| Prospera Financial Services Inc | Added 20.10% | +$1.31M | $7.84M | 0.11% | Jul 15, 2026 |
| Exchange Traded Concepts, LLC | Reduce 5.60% | -$1.24M | $20.9M | 0.10% | Aug 11, 2026 |
| Prosperity Financial Group, Inc. | Sell 100% | -$1.14M | $0 | 0.00% | Jul 28, 2026 |
| Alerus Financial NA | Reduce 8.16% | -$989K | $11.1M | 0.49% | Aug 14, 2026 |
| Sagespring Wealth Partners, LLC | Added 206.68% | +$986K | $1.46M | 0.02% | Aug 3, 2026 |
| Silverlake Wealth Management LLC | Reduce 54.66% | -$980K | $813K | 0.15% | Aug 6, 2026 |
| TCFG Investment Advisors, LLC | Added 277.34% | +$826K | $1.12M | 0.38% | Jul 17, 2026 |
| GoalVest Advisory LLC | Added 9.31% | +$746K | $8.75M | 1.62% | Jul 9, 2026 |
| WESPAC Advisors, LLC | Reduce 35.22% | -$723K | $1.33M | 0.65% | Aug 10, 2026 |
| MML Investors Services, LLC | Added 46.47% | +$648K | $2.04M | 0.00% | Aug 7, 2026 |
| Foundations Investment Advisors, LLC | Reduce 21.28% | -$640K | $2.37M | 0.02% | Aug 14, 2026 |
| Oarsman Capital, Inc. | Added 6.78% | +$514K | $8.1M | 0.86% | Aug 7, 2026 |
| Insigneo Advisory Services, LLC | New Buy | +$495K | $495K | 0.02% | Aug 14, 2026 |
| Manning & Napier Advisors LLC | New Buy | +$457K | $457K | 0.01% | Aug 14, 2026 |
| Riverwater Partners LLC | Added 15.25% | +$433K | $3.27M | 0.97% | Aug 14, 2026 |
| Northbridge Financial Group, LLC | Added 41.30% | +$397K | $1.36M | 0.52% | Jul 9, 2026 |
| Mgo One Seven LLC | Reduce 8.17% | -$387K | $4.35M | 0.07% | Jul 31, 2026 |
| Moneco Advisors, LLC | New Buy | +$381K | $381K | 0.02% | Aug 11, 2026 |
| Principal Securities, Inc. | Sell 100% | -$358K | $0 | 0.00% | Aug 4, 2026 |
| Retirement Guys Formula LLC | Reduce 19.27% | -$357K | $1.49M | 0.56% | Jul 30, 2026 |
| Brookwood Investment Group LLC | Sell 100% | -$349K | $0 | 0.00% | Jul 23, 2026 |
| Ball & Co Wealth Management Inc. | New Buy | +$333K | $333K | 0.24% | Jul 31, 2026 |
| Optima Capital LLC | Reduce 16.66% | -$305K | $1.53M | 0.60% | Jul 24, 2026 |
| Vise Technologies, Inc. | New Buy | +$304K | $304K | 0.00% | Aug 11, 2026 |
| Gentry Private Wealth, LLC | Added 11.17% | +$290K | $2.89M | 1.49% | Aug 5, 2026 |
| Vontobel Holding Ltd. | Sell 100% | -$277K | $0 | 0.00% | Aug 3, 2026 |
| Investor's Fiduciary Advisor Network, LLC | New Buy | +$273K | $273K | 0.09% | Aug 13, 2026 |
| Moulton Wealth Management, Inc | Reduce 8.80% | -$265K | $2.75M | 1.81% | Jul 7, 2026 |
| Unique Wealth, LLC | New Buy | +$256K | $256K | 0.03% | Jul 21, 2026 |
| Cauble & Harre Wealth Management, Inc. | Sell 100% | -$239K | $0 | 0.00% | Aug 11, 2026 |
| SeaCrest Wealth Management, LLC | Sell 100% | -$229K | $0 | 0.00% | Jul 9, 2026 |
| Alchemi Wealth, LLC | Sell 100% | -$222K | $0 | 0.00% | Jul 29, 2026 |
| Guidance Point Advisors, LLC | Added 18.50% | +$220K | $1.41M | 0.30% | Jul 31, 2026 |
| Acorn Wealth Advisors, LLC | Sell 100% | -$219K | $0 | 0.00% | Jul 30, 2026 |
| Mascagni Wealth Management, Inc. | Sell 100% | -$219K | $0 | 0.00% | Jul 31, 2026 |
| Darden Wealth Group Inc | Sell 100% | -$213K | $0 | 0.00% | Aug 6, 2026 |
| Oppenheimer & Co Inc | Added 108.99% | +$212K | $407K | 0.00% | Aug 3, 2026 |
| Armor Investment Advisors, LLC | Sell 100% | -$208K | $0 | 0.00% | Aug 4, 2026 |
| Centerline Wealth Advisors, LLC | New Buy | +$207K | $207K | 0.06% | Jul 17, 2026 |
| TSA Wealth Managment LLC | Sell 100% | -$203K | $0 | 0.00% | Aug 3, 2026 |
| Intrua Financial, LLC | Reduce 17.88% | -$201K | $924K | 0.08% | Jul 24, 2026 |
| JTC Employer Solutions Trustee Ltd | Reduce 49.10% | -$191K | $198K | 0.02% | Jul 31, 2026 |
| Texas Yale Capital Corp. | Reduce 26.24% | -$166K | $467K | 0.01% | Aug 12, 2026 |
| Vista Investment Partners II, LLC | Reduce 11.82% | -$158K | $1.18M | 0.46% | Jul 21, 2026 |
| Optimus Capital Advisors, LLC | Reduce 3.49% | -$158K | $4.37M | 2.35% | Jul 16, 2026 |
| KM Capital Management Ltd. | Sell 100% | -$150K | $0 | 0.00% | Aug 17, 2026 |
| WealthTrak Capital Management LLC | Added 3.93% | +$130K | $3.44M | 2.26% | Aug 4, 2026 |
| Sonoma Allocations LLC | Reduce 1.03% | -$129K | $12.4M | 3.86% | Jul 8, 2026 |
| Capital Analysts, LLC | Added 645.92% | +$128K | $148K | 0.00% | Aug 5, 2026 |
| Colton Groome Financial Advisors, LLC | Added 1.05% | +$127K | $12.3M | 2.97% | Jul 22, 2026 |
| Bessemer Group Inc | New Buy | +$127K | $127K | 0.00% | Aug 12, 2026 |
| Pinion Investment Advisors, LLC | Added 3.14% | +$125K | $4.11M | 0.78% | Aug 6, 2026 |
| Geneos Wealth Management Inc. | Reduce 2.13% | -$104K | $4.76M | 0.10% | Aug 6, 2026 |
| 17 Capital Partners, LLC | Added 15.85% | +$97.9K | $716K | 0.32% | Aug 6, 2026 |
| Stratos Wealth Advisors, LLC | Reduce 22.79% | -$97.2K | $329K | 0.02% | Aug 11, 2026 |
| Cambridge Advisors Inc. | Added 2.71% | +$96.1K | $3.64M | 0.63% | Jul 16, 2026 |
| Summit Financial, LLC | Reduce 2.06% | -$91K | $4.33M | 0.05% | Aug 12, 2026 |
| Matauro, LLC | Added 7.95% | +$87.9K | $1.19M | 0.16% | Jul 21, 2026 |
| Banco BTG Pactual S.A. | Added 31.55% | +$86.6K | $361K | 0.03% | Aug 7, 2026 |
| Mutual Advisors, LLC | Added 2.72% | +$82.7K | $3.12M | 0.06% | Aug 14, 2026 |
| CWA Asset Management Group, LLC | Added 15.72% | +$79.1K | $582K | 0.02% | Jul 14, 2026 |
| Ipsen Advisor Group LLC | Added 7.37% | +$75.6K | $1.1M | 0.71% | Jul 29, 2026 |
| Primoris Wealth Advisors, LLC | Added 29.20% | +$75.4K | $334K | 0.15% | Jul 29, 2026 |
| Arete Wealth Advisors, LLC | Reduce 8.02% | -$71.5K | $821K | 0.05% | Aug 13, 2026 |
| Western Wealth Management, LLC | Added 16.28% | +$66.5K | $475K | 0.02% | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | Added 2.46% | +$65.8K | $2.74M | 0.10% | Aug 14, 2026 |
| Prostatis Group LLC | Reduce 6.98% | -$59.2K | $789K | 0.18% | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | Reduce 3.85% | -$55.2K | $1.38M | 0.57% | Jul 24, 2026 |
| Level Four Advisory Services, LLC | Added 11.66% | +$54.3K | $520K | 0.01% | Aug 10, 2026 |
| Sage Rhino Capital LLC | Added 8.33% | +$53.4K | $695K | 0.11% | Aug 3, 2026 |
| Paladin Advisory Group, LLC | Added 2.15% | +$51.4K | $2.44M | 1.62% | Jul 28, 2026 |
| PFG Advisors | Added 22.73% | +$48.6K | $262K | 0.01% | Jul 16, 2026 |
| Trek Financial, LLC | Reduce 17.97% | -$48.1K | $220K | 0.01% | Aug 13, 2026 |
| Kestra Private Wealth Services, LLC | Added 2.24% | +$41K | $1.87M | 0.02% | Jul 28, 2026 |
| IFG Advisory, LLC | New Buy | +$40.5K | $40.5K | 0.00% | Aug 14, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$40.5K | $0 | 0.00% | Aug 13, 2026 |
| Moneta Group Investment Advisors LLC | Added 8.02% | +$37.4K | $504K | 0.00% | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | New Buy | +$35.7K | $35.7K | 0.00% | Aug 7, 2026 |
| Sigma Planning Corp | Reduce 9.80% | -$34.8K | $320K | 0.01% | Aug 7, 2026 |
| Ballast Advisors LLC | Sell 100% | -$33.7K | $0 | 0.00% | Aug 12, 2026 |
| Augustine Asset Management Inc | Reduce 0.22% | -$33.4K | $15M | 3.05% | Jul 13, 2026 |
| Marks Group Wealth Management, Inc | Reduce 0.44% | -$30.1K | $6.75M | 0.59% | Jul 28, 2026 |
