| Old Mission Capital LLC | New Buy | +$36.5M | $36.5M | 0.58% | Aug 14, 2026 |
| Summit Financial, LLC | Reduce 84.72% | -$26.7M | $4.82M | 0.05% | Aug 12, 2026 |
| Banque Pictet & Cie SA | Sell 100% | -$17.7M | $0 | 0.00% | Jul 24, 2026 |
| Lido Advisors, LLC | Reduce 44.80% | -$11.3M | $13.9M | 0.04% | Aug 7, 2026 |
| FIL Ltd | Reduce 19.93% | -$10.8M | $43.4M | 0.03% | Aug 13, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$9.46M | $0 | 0.00% | Aug 14, 2026 |
| Vista Finance, LLC | New Buy | +$9.34M | $9.34M | 5.22% | Jul 16, 2026 |
| Valley Wealth Managers, Inc. | Reduce 17.43% | -$8.57M | $40.6M | 2.34% | Aug 4, 2026 |
| Pillsbury Lake Capital LLC | New Buy | +$8.38M | $8.38M | 2.29% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 26.86% | +$6.2M | $29.3M | 0.06% | Aug 7, 2026 |
| Mission Wealth Management, LP | New Buy | +$6.16M | $6.16M | 0.08% | Jul 20, 2026 |
| Global X Japan Co., Ltd. | Added 42.56% | +$5.49M | $18.4M | 0.68% | Jul 14, 2026 |
| Proficio Capital Partners LLC | Added 25.44% | +$5.06M | $24.9M | 0.89% | Aug 17, 2026 |
| NovaPoint Capital, LLC | Added 204.76% | +$4.98M | $7.4M | 1.54% | Aug 6, 2026 |
| WJ Wealth Management, LLC | New Buy | +$4.77M | $4.77M | 1.88% | Aug 3, 2026 |
| WT Wealth Management | Added 539.35% | +$4.46M | $5.28M | 1.46% | Jul 23, 2026 |
| Transcendent Capital Group LLC | New Buy | +$3.88M | $3.88M | 1.51% | Aug 5, 2026 |
| Thompson David Blair | New Buy | +$3.32M | $3.32M | 1.66% | Aug 14, 2026 |
| Pursue Wealth Partners LLC | New Buy | +$3.05M | $3.05M | 1.71% | Aug 7, 2026 |
| Great Diamond Partners, LLC | New Buy | +$3.04M | $3.04M | 0.52% | Jul 17, 2026 |
| GTS Securities LLC | Reduce 24.10% | -$2.68M | $8.43M | 0.18% | Aug 14, 2026 |
| Perissos Private Wealth Management, LLC | New Buy | +$2.62M | $2.62M | 1.77% | Aug 14, 2026 |
| Assetmark, Inc | Added 7.15% | +$2.48M | $37.2M | 0.06% | Jul 30, 2026 |
| Loomis Sayles & Co L P | New Buy | +$2.45M | $2.45M | 0.00% | Aug 14, 2026 |
| Cresset Asset Management, LLC | Added 89.63% | +$2.34M | $4.94M | 0.02% | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | Added 56.13% | +$2.28M | $6.34M | 0.72% | Jul 21, 2026 |
| KMG Fiduciary Partners, LLC | Reduce 81.14% | -$2.23M | $518K | 0.05% | Jul 9, 2026 |
| Centurion Wealth Management LLC | Reduce 24.90% | -$2.17M | $6.53M | 1.56% | Jul 9, 2026 |
| Bienville Capital Management, LLC | Added 48.25% | +$2.09M | $6.43M | 0.86% | Aug 13, 2026 |
| BOCHK Asset Management Ltd | Sell 100% | -$2.05M | $0 | 0.00% | Jul 31, 2026 |
| Brown Wealth Management, LLC | Added 44.45% | +$2M | $6.5M | 1.45% | Jul 20, 2026 |
| Security Financial Services, INC. | Added 104.19% | +$1.97M | $3.86M | 0.54% | Jul 15, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 29.43% | -$1.89M | $4.53M | 0.05% | Jul 28, 2026 |
| National Philanthropic Trust | Reduce 20.88% | -$1.72M | $6.51M | 0.09% | Aug 14, 2026 |
| GFS Advisors, LLC | Sell 100% | -$1.68M | $0 | 0.00% | Aug 13, 2026 |
| Plan Group Financial, LLC | New Buy | +$1.61M | $1.61M | 0.33% | Aug 3, 2026 |
| Taylor Securities Services, Inc. | Added 12.95% | +$1.59M | $13.9M | 5.65% | Aug 13, 2026 |
| SteelPeak Wealth, LLC | New Buy | +$1.49M | $1.49M | 0.04% | Jul 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 49.55% | -$1.4M | $1.43M | 0.15% | Jul 16, 2026 |
| Decker Wealth Management LLC | Reduce 13.10% | -$1.39M | $9.25M | 1.96% | Jul 30, 2026 |
| Maridea Wealth Management LLC | New Buy | +$1.2M | $1.2M | 0.13% | Aug 6, 2026 |
| Kovack Advisors, Inc. | Added 369.83% | +$1.18M | $1.5M | 0.07% | Jul 29, 2026 |
| Independent Financial Group, LLC | Added 39.88% | +$1.18M | $4.14M | 0.08% | Jul 15, 2026 |
| Cooper Financial Group | Added 5.31% | +$1.14M | $22.7M | 1.88% | Jul 8, 2026 |
| Quadcap Wealth Management, LLC | Reduce 8.93% | -$1.13M | $11.5M | 1.12% | Jul 31, 2026 |
| Elevation Point Wealth Partners, LLC | New Buy | +$1.13M | $1.13M | 0.02% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | New Buy | +$1.12M | $1.12M | 0.01% | Aug 14, 2026 |
| KMT Wealth Management, LLC | New Buy | +$1.06M | $1.06M | 0.90% | Aug 5, 2026 |
| Modern Wealth Management, LLC | Added 11.44% | +$1.01M | $9.85M | 0.12% | Aug 14, 2026 |
| Balance Wealth Partners LLC | Reduce 12.82% | -$1.01M | $6.85M | 1.82% | Jul 22, 2026 |
| Somerset Trust Co | New Buy | +$989K | $989K | 0.28% | Jul 6, 2026 |
| Bank Ozk | New Buy | +$984K | $984K | 0.29% | Aug 17, 2026 |
| Colonial River Investments, LLC | Sell 100% | -$966K | $0 | 0.00% | Jul 24, 2026 |
| Aspire Capital Advisors LLC | Added 24.14% | +$945K | $4.86M | 0.95% | Aug 5, 2026 |
| Richmond Investment Services, LLC | Reduce 71.92% | -$916K | $357K | 0.11% | Jul 27, 2026 |
| Steele Capital Management, Inc. | Added 6.36% | +$893K | $14.9M | 0.55% | Jul 28, 2026 |
| Almanack Investment Partners, LLC. | Sell 100% | -$876K | $0 | 0.00% | Jul 30, 2026 |
| Arvest Investments, Inc. | Reduce 12.92% | -$868K | $5.85M | 0.71% | Jul 17, 2026 |
| WealthCare Investment Partners, LLC | Added 70.37% | +$861K | $2.08M | 0.51% | Aug 10, 2026 |
| Manning & Napier Advisors LLC | Added 1021.85% | +$850K | $933K | 0.01% | Aug 14, 2026 |
| Fiduciary Alliance LLC | Reduce 18.57% | -$841K | $3.69M | 0.25% | Jul 20, 2026 |
| Estate Planners Group, LLC | Reduce 15.67% | -$812K | $4.37M | 1.98% | Aug 13, 2026 |
| Banque Transatlantique SA | New Buy | +$783K | $783K | 0.02% | Jul 30, 2026 |
| Savvy Advisors, Inc. | Reduce 56.81% | -$781K | $594K | 0.01% | Aug 3, 2026 |
| Independent Advisor Alliance | Sell 100% | -$733K | $0 | 0.00% | Aug 12, 2026 |
| Prudent Investors Network, Inc. | Added 4.66% | +$719K | $16.2M | 3.13% | Aug 13, 2026 |
| Larry Mathis Financial Planning, LLC | Added 128.34% | +$716K | $1.27M | 0.97% | Jul 27, 2026 |
| Westside Investment Management, Inc. | Reduce 56.07% | -$660K | $517K | 0.07% | Jul 27, 2026 |
| Belpointe Asset Management LLC | Added 22.82% | +$646K | $3.48M | 0.11% | Jul 31, 2026 |
| Golden State Wealth Management, LLC | Added 53.16% | +$639K | $1.84M | 0.17% | Jul 22, 2026 |
| IFG Advisory, LLC | New Buy | +$614K | $614K | 0.02% | Aug 14, 2026 |
| Principle Wealth Partners LLC | New Buy | +$602K | $602K | 0.03% | Aug 7, 2026 |
| First International Bank of Israel Ltd. | New Buy | +$591K | $591K | 0.16% | Aug 12, 2026 |
| Vise Technologies, Inc. | New Buy | +$575K | $575K | 0.01% | Aug 11, 2026 |
| RFG Advisory, LLC | Added 27.27% | +$572K | $2.67M | 0.04% | Jul 15, 2026 |
| Madrona Financial Services, LLC | Added 2.67% | +$568K | $21.8M | 4.02% | Jul 17, 2026 |
| Riggs Asset Managment Co. Inc. | Added 10.95% | +$567K | $5.75M | 1.03% | Jul 29, 2026 |
| Cascade Financial Partners, LLC | Reduce 62.01% | -$556K | $341K | 0.03% | Aug 4, 2026 |
| Soltis Investment Advisors LLC | Added 84.92% | +$519K | $1.13M | 0.06% | Jul 31, 2026 |
| Tannin Capital LLC | New Buy | +$508K | $508K | 0.33% | Aug 4, 2026 |
| Cibc World Market Inc. | Sell 100% | -$502K | $0 | 0.00% | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | New Buy | +$497K | $497K | 0.11% | Aug 3, 2026 |
| Mayfair Advisory Group, LLC | Added 82.09% | +$497K | $1.1M | 0.33% | Aug 11, 2026 |
| Advocate Group LLC | Sell 100% | -$490K | $0 | 0.00% | Jul 17, 2026 |
| Dudley Capital Management, LLC | New Buy | +$490K | $490K | 0.20% | Jul 27, 2026 |
| Cyndeo Wealth Partners, LLC | Added 125.32% | +$487K | $876K | 0.04% | Jul 21, 2026 |
| Tranquility Partners, LLC | New Buy | +$486K | $486K | 0.17% | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$459K | $459K | 0.25% | Aug 13, 2026 |
| Owen LaRue, LLC | New Buy | +$445K | $445K | 0.15% | Jul 22, 2026 |
| Abundance Wealth Counselors | Added 100.00% | +$443K | $887K | 0.06% | Jul 23, 2026 |
| Providence First Trust Co | Reduce 36.76% | -$441K | $759K | 0.21% | Jul 27, 2026 |
| MJP Associates Inc | New Buy | +$437K | $437K | 0.05% | Aug 11, 2026 |
| Advisor OS, LLC | New Buy | +$437K | $437K | 0.03% | Aug 5, 2026 |
| Beacon Capital Management, LLC | New Buy | +$426K | $426K | 0.06% | Jul 29, 2026 |
| Cascade Investment Group, Inc. | New Buy | +$418K | $418K | 0.23% | Jul 23, 2026 |
| Thrivent Financial for Lutherans | Reduce 4.86% | -$401K | $7.85M | 0.01% | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | New Buy | +$399K | $399K | 0.09% | Aug 14, 2026 |
| Krilogy Financial LLC | Reduce 24.68% | -$395K | $1.2M | 0.04% | Jul 27, 2026 |
| Edmond de Rothschild Holding S.A. | Reduce 94.01% | -$394K | $25.1K | 0.00% | Aug 10, 2026 |
| 5T Wealth, LLC | Reduce 7.13% | -$393K | $5.12M | 1.91% | Jul 21, 2026 |
