| 1607 Capital Partners, LLC | Reduce 54.63% | -$4.41M | $3.66M | 0.32% | Aug 14, 2026 |
| Arq Wealth Advisors, LLC | Added 48.73% | +$2.89M | $8.83M | 1.09% | Jul 24, 2026 |
| Atlas Wealth LLC | New Buy | +$2.1M | $2.1M | 0.30% | Jul 28, 2026 |
| Bensler, LLC | Added 7.08% | +$1.91M | $28.9M | 2.55% | Jul 23, 2026 |
| GatePass Capital, LLC | Reduce 18.65% | -$1.38M | $6.01M | 2.28% | Jul 30, 2026 |
| Guggenheim Capital LLC | Added 72.49% | +$986K | $2.35M | 0.01% | Aug 12, 2026 |
| Waterfront Wealth Inc. | Reduce 9.03% | -$895K | $9.02M | 1.40% | Jul 30, 2026 |
| Peak Asset Management, LLC | New Buy | +$823K | $823K | 0.12% | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | New Buy | +$791K | $791K | 0.30% | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | Added 80.58% | +$742K | $1.66M | 0.52% | Jul 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | Reduce 8.45% | -$650K | $7.05M | 0.20% | Jul 8, 2026 |
| Prevail Innovative Wealth Advisors, LLC | New Buy | +$574K | $574K | 0.09% | Jul 20, 2026 |
| Retirement Planning Group, LLC / Ny | New Buy | +$519K | $519K | 0.28% | Aug 7, 2026 |
| Cohen & Steers, Inc. | Reduce 1.78% | -$511K | $28.1M | 0.04% | Aug 14, 2026 |
| Intrua Financial, LLC | New Buy | +$434K | $434K | 0.04% | Jul 24, 2026 |
| LexAurum Advisors, LLC | Added 56.24% | +$427K | $1.19M | 0.14% | Jul 15, 2026 |
| Fca Corp | Added 8.75% | +$412K | $5.12M | 1.26% | Aug 11, 2026 |
| Independent Financial Group, LLC | Reduce 11.09% | -$412K | $3.3M | 0.06% | Jul 15, 2026 |
| UMB Bank, n.a. | Reduce 7.49% | -$398K | $4.92M | 0.06% | Aug 13, 2026 |
| MSH Capital Advisors LLC | New Buy | +$331K | $331K | 0.06% | Aug 11, 2026 |
| Bessemer Group Inc | New Buy | +$295K | $295K | 0.00% | Aug 12, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 39.66% | -$290K | $442K | 0.00% | Jul 28, 2026 |
| Twin Focus Capital Partners, LLC | Sell 100% | -$278K | $0 | 0.00% | Jul 28, 2026 |
| Blue Chip Partners, LLC | New Buy | +$275K | $275K | 0.02% | Aug 14, 2026 |
| Post Resch Tallon Group Inc. | New Buy | +$253K | $253K | 0.18% | Jul 7, 2026 |
| Independent Advisor Alliance | Sell 100% | -$237K | $0 | 0.00% | Aug 12, 2026 |
| Dana Investment Advisors, Inc. | New Buy | +$234K | $234K | 0.01% | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | Added 11.54% | +$228K | $2.21M | 0.02% | Jul 27, 2026 |
| Advisory Advocates, LLC | Added 11.02% | +$217K | $2.18M | 1.87% | Aug 10, 2026 |
| Modern Wealth Management, LLC | New Buy | +$213K | $213K | 0.00% | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | New Buy | +$213K | $213K | 0.01% | Jul 22, 2026 |
| Hudock, Inc. | New Buy | +$207K | $207K | 0.03% | Jul 31, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | New Buy | +$207K | $207K | 0.05% | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | New Buy | +$204K | $204K | 0.08% | Jul 14, 2026 |
| Kingsview Wealth Management, LLC | New Buy | +$202K | $202K | 0.00% | Aug 19, 2026 |
| Cannon Advisors, Inc. | Added 29.80% | +$170K | $742K | 0.45% | Jul 15, 2026 |
| Intrepid Family Office LLC | Added 1.91% | +$134K | $7.11M | 5.26% | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | Added 33.08% | +$132K | $530K | 0.01% | Aug 11, 2026 |
| Choreo, LLC | Reduce 27.08% | -$113K | $303K | 0.00% | Aug 4, 2026 |
| RB Capital Management, LLC | Added 2.04% | +$108K | $5.4M | 1.05% | Aug 18, 2026 |
| Hamrick Investment Counsel, llc | Reduce 26.57% | -$108K | $298K | 0.20% | Aug 13, 2026 |
| Kingswood Wealth Advisors, LLC | Added 26.20% | +$102K | $493K | 0.02% | Jul 27, 2026 |
| Resources Management Corp /Ct/ | Sell 100% | -$89K | $0 | 0.00% | Aug 14, 2026 |
| Evolve Private Wealth, LLC | Reduce 4.15% | -$87.3K | $2.02M | 0.12% | Aug 12, 2026 |
| Closed-End Fund Advisors, Inc. | Reduce 19.35% | -$79.5K | $331K | 0.32% | Jul 27, 2026 |
| Buck Wealth Strategies, LLC | New Buy | +$77.6K | $77.6K | 0.01% | Jul 30, 2026 |
| Scarborough Advisors, LLC | Sell 100% | -$76.6K | $0 | 0.00% | Jul 21, 2026 |
| Roberts Glore & Co Inc | Added 1.89% | +$76.3K | $4.11M | 1.02% | Aug 11, 2026 |
| K2 Principal Fund, L.P. | Reduce 15.54% | -$68.2K | $371K | 0.03% | Aug 7, 2026 |
| West Bancorporation Inc | Added 5.54% | +$66.4K | $1.26M | 0.54% | Jul 23, 2026 |
| Turtle Creek Wealth Advisors, LLC | Reduce 7.58% | -$54.4K | $664K | 0.04% | Jul 27, 2026 |
| Park Avenue Securities LLC | Reduce 11.56% | -$53.6K | $410K | 0.00% | Jul 20, 2026 |
| Oppenheimer & Co Inc | Reduce 4.65% | -$50K | $1.03M | 0.01% | Aug 3, 2026 |
| Archer Investment Corp | Added 100.00% | +$48.3K | $96.5K | 0.01% | Aug 19, 2026 |
| Tiaa-Cref Individual & Institutional Services, LLC | Reduce 10.55% | -$43.8K | $371K | 0.00% | Aug 10, 2026 |
| Kovack Advisors, Inc. | Added 5.62% | +$43.5K | $817K | 0.04% | Jul 29, 2026 |
| Brookstone Capital Management | Added 12.36% | +$37K | $337K | 0.00% | Jul 15, 2026 |
| Hager Investment Management Services, LLC | New Buy | +$36.9K | $36.9K | 0.02% | Jul 20, 2026 |
| &Partners | Added 10.74% | +$31.7K | $327K | 0.00% | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$28.6K | $28.6K | 0.00% | Jul 28, 2026 |
| Avior Wealth Management, LLC | Added 2.55% | +$25.6K | $1.03M | 0.03% | Jul 7, 2026 |
| Caldwell Trust Co | Reduce 50.00% | -$24.6K | $24.6K | 0.00% | Aug 3, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Sell 100% | -$22.5K | $0 | 0.00% | Aug 7, 2026 |
| Koshinski Asset Management, Inc. | Added 1.43% | +$22.3K | $1.58M | 0.08% | Jul 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | Added 1.91% | +$21.5K | $1.15M | 0.03% | Jul 2, 2026 |
| Midwest Trust Co | Added 1.91% | +$21.5K | $1.15M | 0.01% | Aug 5, 2026 |
| PMG Family Office LLC | Added 0.95% | +$20.2K | $2.15M | 1.98% | Jul 16, 2026 |
| Concorde Asset Management, LLC | Added 1.95% | +$19.4K | $1.01M | 0.59% | Aug 18, 2026 |
| MML Investors Services, LLC | Added 2.16% | +$18.4K | $871K | 0.00% | Aug 7, 2026 |
| Sequoia Financial Advisors, LLC | Added 7.39% | +$17.3K | $251K | 0.00% | Jul 17, 2026 |
| Napier Financial, LLC | New Buy | +$17.1K | $17.1K | 0.00% | Jul 31, 2026 |
| Prostatis Group LLC | Added 1.92% | +$16.7K | $886K | 0.21% | Aug 14, 2026 |
| Uncommon Cents Investing LLC | Reduce 0.35% | -$16.2K | $4.63M | 1.00% | Jul 20, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$15.6K | $0 | 0.00% | Jul 20, 2026 |
| Quad-Cities Investment Group, LLC | Added 1.91% | +$13.9K | $742K | 0.27% | Jul 7, 2026 |
| Uhlmann Price Securities, LLC | Added 1.54% | +$13.5K | $887K | 0.03% | Jul 24, 2026 |
| D.A. Davidson & Co. | Added 0.32% | +$12K | $3.74M | 0.02% | Jul 24, 2026 |
| Regions Financial Corp | Reduce 2.70% | -$11.5K | $414K | 0.00% | Aug 10, 2026 |
| Capstone Financial Advisors, Inc. | Added 1.04% | +$11.4K | $1.11M | 0.05% | Aug 14, 2026 |
| Uniting Wealth Partners, LLC | Added 1.92% | +$11.1K | $593K | 0.12% | Aug 6, 2026 |
| WPG Advisers, LLC | Reduce 99.76% | -$10.9K | $26 | 0.00% | Aug 6, 2026 |
| Westbourne Investment Advisors, Inc. | Added 0.48% | +$10.2K | $2.14M | 0.59% | Jul 27, 2026 |
| Basepoint Wealth LLC | New Buy | +$9.38K | $9.38K | 0.01% | Aug 10, 2026 |
| Sage Capital Advisors,llc | Added 1.91% | +$8.94K | $478K | 0.10% | Jul 9, 2026 |
| Mezzasalma Advisors, LLC | Added 1.65% | +$8.69K | $537K | 0.11% | Aug 10, 2026 |
| MinichMacGregor Wealth Management, LLC | Added 1.81% | +$7.82K | $439K | 0.07% | Jul 16, 2026 |
| Spectrum Wealth Advisory Group, LLC | New Buy | +$6.48K | $6.48K | 0.00% | Aug 6, 2026 |
| Generation Capital Management LLC | Added 1.82% | +$6.31K | $353K | 0.22% | Aug 13, 2026 |
| Founders Capital Management, LLC | Added 1.84% | +$5.7K | $316K | 0.05% | Jul 20, 2026 |
| Snowden Capital Advisors LLC | Added 1.90% | +$5.16K | $277K | 0.01% | Aug 13, 2026 |
| Bernicke Wealth Management, Ltd. | Added 1.92% | +$5.01K | $266K | 0.03% | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Added 1.74% | +$4.98K | $291K | 0.03% | Jul 9, 2026 |
| Lido Advisors, LLC | Added 0.35% | +$4.29K | $1.22M | 0.00% | Aug 7, 2026 |
| Financial Consulate, Inc | Added 1.91% | +$3.73K | $200K | 0.02% | Jul 23, 2026 |
| SMH Capital Advisors Inc | Added 0.96% | +$3.22K | $339K | 1.33% | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | Added 1.56% | +$2.43K | $158K | 0.02% | Aug 14, 2026 |
| Harbour Wealth Management Group, Inc. | Added 0.77% | +$2.25K | $296K | 0.20% | Aug 7, 2026 |
| LRI Investments, LLC | Added 1.86% | +$1.48K | $80.9K | 0.01% | Jul 14, 2026 |
| World Investment Advisors | Added 0.24% | +$1.21K | $507K | 0.01% | Aug 14, 2026 |
| Westfuller Advisors, LLC | Added 1.96% | +$664 | $34.6K | 0.01% | Jul 29, 2026 |
