| Shaker Financial Services, LLC | Sell 100% | -$4.12M | $0 | 0.00% | Jul 15, 2026 |
| Navis Wealth Advisors, LLC | New Buy | +$1.1M | $1.1M | 0.42% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$816K | $816K | 0.01% | Aug 10, 2026 |
| Guggenheim Capital LLC | Added 7.22% | +$744K | $11.1M | 0.07% | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 12.68% | +$658K | $5.84M | 0.17% | Jul 8, 2026 |
| Evolve Private Wealth, LLC | Reduce 19.15% | -$402K | $1.7M | 0.10% | Aug 12, 2026 |
| Total Wealth Planning & Management, Inc. | New Buy | +$382K | $382K | 0.26% | Jul 28, 2026 |
| Independent Financial Group, LLC | Added 31.51% | +$351K | $1.46M | 0.03% | Jul 15, 2026 |
| Lido Advisors, LLC | Added 46.38% | +$350K | $1.11M | 0.00% | Aug 7, 2026 |
| WNY Asset Management, LLC | Sell 100% | -$257K | $0 | 0.00% | Aug 17, 2026 |
| Baird Financial Group, Inc. | Added 20.13% | +$145K | $866K | 0.00% | Aug 12, 2026 |
| Choreo, LLC | Reduce 14.06% | -$126K | $771K | 0.01% | Aug 4, 2026 |
| Rathbones Group PLC | Reduce 50.00% | -$117K | $117K | 0.00% | Jul 23, 2026 |
| Blueprint Investment Partners LLC | Sell 100% | -$114K | $0 | 0.00% | Aug 4, 2026 |
| &Partners | Added 10.20% | +$113K | $1.22M | 0.01% | Aug 14, 2026 |
| Uhlmann Price Securities, LLC | Reduce 42.41% | -$107K | $145K | 0.01% | Jul 24, 2026 |
| SeaCrest Wealth Management, LLC | Added 15.13% | +$93.4K | $710K | 0.08% | Jul 9, 2026 |
| Wedbush Securities Inc | Added 2.88% | +$77.1K | $2.76M | 0.07% | Jul 28, 2026 |
| Kestra Private Wealth Services, LLC | Added 26.80% | +$74.5K | $353K | 0.00% | Jul 28, 2026 |
| Accredited Investor Services, LLC | Reduce 13.17% | -$74.4K | $491K | 0.28% | Aug 5, 2026 |
| Sigma Planning Corp | Added 16.66% | +$55.3K | $387K | 0.01% | Aug 7, 2026 |
| Centurion Wealth Management LLC | Reduce 13.72% | -$41.2K | $259K | 0.06% | Jul 9, 2026 |
| Advisory Advocates, LLC | Added 2.69% | +$34K | $1.3M | 1.11% | Aug 10, 2026 |
| Park Avenue Securities LLC | Reduce 6.10% | -$33.8K | $520K | 0.00% | Jul 20, 2026 |
| Oppenheimer & Co Inc | Reduce 1.11% | -$31.1K | $2.76M | 0.03% | Aug 3, 2026 |
| Waterfront Wealth Inc. | Added 0.64% | +$27K | $4.26M | 0.66% | Jul 30, 2026 |
| Spire Wealth Management | Sell 100% | -$20.3K | $0 | 0.00% | Jul 15, 2026 |
| Kovack Advisors, Inc. | Added 3.92% | +$17.7K | $470K | 0.02% | Jul 29, 2026 |
| Fund Advisors of America Inc | Added 2.96% | +$17.5K | $608K | 0.55% | Aug 11, 2026 |
| IFG Advisory, LLC | New Buy | +$17.4K | $17.4K | 0.00% | Aug 14, 2026 |
| Occidental Asset Management, LLC | Reduce 7.46% | -$16.7K | $208K | 0.02% | Aug 7, 2026 |
| Capital Investment Advisors, LLC | Reduce 2.51% | -$12.7K | $494K | 0.01% | Aug 6, 2026 |
| Summit Financial, LLC | Added 1.16% | +$12.3K | $1.07M | 0.01% | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Reduce 4.98% | -$10.9K | $208K | 0.02% | Aug 7, 2026 |
| Retirement Planning Group, LLC | Reduce 7.73% | -$10.6K | $127K | 0.00% | Aug 5, 2026 |
| Johnson Financial Group, Inc. | New Buy | +$10.3K | $10.3K | 0.00% | Aug 10, 2026 |
| Sage Capital Management, LLC | Added 2.25% | +$10.3K | $469K | 0.18% | Jul 20, 2026 |
| Successful Portfolios LLC | Reduce 4.81% | -$9.77K | $193K | 0.09% | Jul 14, 2026 |
| Aviance Capital Partners, LLC | Added 0.70% | +$9.44K | $1.36M | 0.14% | Jul 31, 2026 |
| Advisor Resource Council | Reduce 3.48% | -$9.05K | $251K | 0.07% | Jul 28, 2026 |
| Closed-End Fund Advisors, Inc. | Added 1.28% | +$8.84K | $701K | 0.68% | Jul 27, 2026 |
| Compton Financial Group, LLC | Added 3.03% | +$7.82K | $266K | 0.05% | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | Added 5.14% | +$7.66K | $157K | 0.00% | Jul 27, 2026 |
| Axiom Investment Management LLC | Added 59.05% | +$7.43K | $20K | 0.01% | Jul 31, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Added 4.19% | +$6.55K | $163K | 0.02% | Jul 9, 2026 |
| Continuum Advisory, LLC | New Buy | +$6.19K | $6.19K | 0.00% | Aug 6, 2026 |
| Benjamin Edwards Inc | Reduce 2.06% | -$4.96K | $236K | 0.00% | Jul 24, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$4.73K | $0 | 0.00% | Jul 20, 2026 |
| Bessemer Group Inc | New Buy | +$4K | $4K | 0.00% | Aug 12, 2026 |
| WPG Advisers, LLC | Reduce 3.90% | -$3.59K | $88.3K | 0.05% | Aug 6, 2026 |
| Huntleigh Advisors, Inc. | Added 1.62% | +$3.39K | $213K | 0.03% | Aug 4, 2026 |
| Moors & Cabot, Inc. | Added 0.97% | +$2.93K | $306K | 0.01% | Aug 10, 2026 |
| MML Investors Services, LLC | Added 1.97% | +$2.86K | $148K | 0.00% | Aug 7, 2026 |
| Quad-Cities Investment Group, LLC | Added 1.55% | +$2.04K | $133K | 0.05% | Jul 7, 2026 |
| Spirepoint Private Client, LLC | Added 0.85% | +$1.71K | $204K | 0.02% | Aug 5, 2026 |
| Lanark Financial, Inc. | Added 3.02% | +$1.62K | $55.2K | 0.00% | Jul 21, 2026 |
| Vanguard Capital Wealth Advisors | Added 0.40% | +$1.3K | $328K | 0.22% | Jul 23, 2026 |
| Highline Wealth Partners LLC | Reduce 39.00% | -$1.21K | $1.89K | 0.00% | Jul 15, 2026 |
| Bauman Advisory Group, LLC | Reduce 0.96% | -$1.08K | $111K | 0.06% | Aug 4, 2026 |
| Diversify Wealth Management, LLC | Added 0.12% | +$952 | $816K | 0.01% | Jul 30, 2026 |
| CX Institutional | Added 2.99% | +$610 | $21K | 0.00% | Jul 2, 2026 |
| Lodestone Wealth Management LLC | Added 3.03% | +$454 | $15.4K | 0.01% | Jul 24, 2026 |
| Mcguire Capital Advisors Inc | Added 3.01% | +$299 | $10.2K | 0.01% | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | Added 3.03% | +$268 | $9.11K | 0.00% | Aug 11, 2026 |
| Z3 Capital Partners, LLC | Added 0.06% | +$113 | $198K | 0.04% | Jul 28, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 0.01% | +$10 | $154K | 0.01% | Jul 23, 2026 |
