| Clear Creek Financial Management, LLC | New Buy | +$15.2M | $15.2M | 0.98% | Jul 28, 2026 |
| IAG Wealth Partners, LLC | Added 15.95% | +$7.17M | $52.1M | 5.16% | Aug 6, 2026 |
| Brickley Wealth Management | New Buy | +$6.94M | $6.94M | 1.00% | Jul 14, 2026 |
| B&D White Capital Company, LLC | Reduce 14.90% | -$4.15M | $23.7M | 2.36% | Jul 31, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$3.55M | $3.55M | 0.07% | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | Added 35.52% | +$3.5M | $13.4M | 0.11% | Aug 6, 2026 |
| Linscomb Wealth, Inc. | Added 15.28% | +$3.05M | $23M | 1.00% | Jul 31, 2026 |
| Allegiance Financial Group Advisory Services LLC | Added 8.14% | +$1.91M | $25.4M | 4.40% | Jul 27, 2026 |
| Wedmont Private Capital | Added 58.20% | +$1.88M | $5.1M | 0.14% | Jul 13, 2026 |
| Satovsky Asset Management LLC | Added 40.18% | +$1.48M | $5.17M | 0.82% | Aug 13, 2026 |
| Harbor Group, Inc. | Added 22.56% | +$1.21M | $6.58M | 0.77% | Jul 22, 2026 |
| Symmetry Partners, LLC | Added 10.33% | +$1.14M | $12.2M | 0.62% | Jul 23, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$804K | $0 | 0.00% | Aug 14, 2026 |
| Cornerstone Wealth Partners, LLC | Added 13.12% | +$785K | $6.77M | 3.15% | Aug 3, 2026 |
| Financial Management Network Inc | Added 6.95% | +$780K | $12M | 1.72% | Aug 6, 2026 |
| Private Wealth Asset Management, LLC | Added 15.65% | +$712K | $5.26M | 0.51% | Aug 11, 2026 |
| Smith, Moore & Co. | Added 66.61% | +$642K | $1.6M | 0.10% | Aug 12, 2026 |
| Factor Wealth Management LTD | Reduce 10.11% | -$633K | $5.63M | 0.85% | Jul 8, 2026 |
| Signature Equity Partners, LLC | Reduce 97.26% | -$631K | $17.7K | 0.01% | Jul 30, 2026 |
| Modera Wealth Management, LLC | New Buy | +$616K | $616K | 0.01% | Aug 3, 2026 |
| Baker Tilly Wealth Management, LLC | Added 260.16% | +$601K | $831K | 0.18% | Jul 17, 2026 |
| Global Strategic Investment Solutions, LLC | Added 3.28% | +$587K | $18.5M | 1.64% | Aug 7, 2026 |
| Tillman Hartley LLC | Added 22.09% | +$539K | $2.98M | 0.67% | Aug 6, 2026 |
| Fiduciary Financial Advisors | New Buy | +$535K | $535K | 0.05% | Aug 14, 2026 |
| Mosaic Family Wealth Partners, LLC | Added 179.97% | +$514K | $800K | 0.05% | Aug 5, 2026 |
| Northland Capital Management LLC | Added 5.53% | +$511K | $9.75M | 5.26% | Jul 21, 2026 |
| Meredith Wealth Planning | Added 33.39% | +$475K | $1.9M | 0.45% | Jul 24, 2026 |
| Bayshore Asset Management, LLC | Reduce 5.23% | -$452K | $8.18M | 2.92% | Jul 23, 2026 |
| Haven Private, LLC | Added 7.52% | +$413K | $5.9M | 2.24% | Jul 29, 2026 |
| Wright Wealth LLC | Added 4.02% | +$374K | $9.68M | 5.81% | Jul 29, 2026 |
| Commerce Bank | Added 9.76% | +$371K | $4.18M | 0.02% | Aug 12, 2026 |
| Wealth Management Nebraska | Reduce 6.56% | -$370K | $5.27M | 0.47% | Jul 27, 2026 |
| Austin Wealth Management, LLC | Added 2.89% | +$364K | $13M | 2.74% | Jul 22, 2026 |
| GTS Securities LLC | New Buy | +$338K | $338K | 0.01% | Aug 14, 2026 |
| Websterrogers Financial Advisors, LLC | Added 2.08% | +$333K | $16.4M | 4.19% | Jul 15, 2026 |
| Savvy Advisors, Inc. | New Buy | +$326K | $326K | 0.01% | Aug 3, 2026 |
| Navigoe, LLC | Added 5.73% | +$326K | $6.01M | 3.14% | Jul 31, 2026 |
| Western Wealth Management, LLC | New Buy | +$324K | $324K | 0.01% | Aug 14, 2026 |
| McLean Asset Management Corp | Added 6.48% | +$322K | $5.29M | 0.70% | Aug 12, 2026 |
| Betterment LLC | Added 26.41% | +$306K | $1.46M | 0.00% | Aug 14, 2026 |
| Prosperity Planning, Inc. | Added 6.44% | +$301K | $4.97M | 1.14% | Jul 10, 2026 |
| Foundry Financial Group, Inc. | Added 1.72% | +$291K | $17.2M | 7.44% | Jul 22, 2026 |
| Herold Advisors, Inc. | Added 48.28% | +$281K | $864K | 0.17% | Jul 22, 2026 |
| Parkwoods Wealth Partners, LLC | New Buy | +$264K | $264K | 0.04% | Jul 27, 2026 |
| FAS Wealth Partners, Inc. | Reduce 1.36% | -$257K | $18.6M | 0.97% | Jul 29, 2026 |
| Insight Wealth Partners, LLC | Added 19.82% | +$254K | $1.54M | 0.21% | Aug 6, 2026 |
| Lam Group, Inc. | Added 8.30% | +$198K | $2.58M | 1.28% | Jul 10, 2026 |
| Entrewealth, LLC | Added 3.83% | +$194K | $5.26M | 1.95% | Aug 14, 2026 |
| Nwam LLC | Added 1.69% | +$162K | $9.73M | 0.49% | Jul 23, 2026 |
| Nemes Rush Group LLC | Added 17.66% | +$153K | $1.02M | 0.08% | Aug 14, 2026 |
| Vestment Financial LLC | Added 3.44% | +$148K | $4.46M | 2.00% | Jul 24, 2026 |
| WealthPlan Investment Management, LLC | Added 41.82% | +$141K | $480K | 0.02% | Jul 28, 2026 |
| Fonville Wealth Management LLC | Added 1.65% | +$137K | $8.46M | 1.38% | Jul 28, 2026 |
| Frankly Finances, LLC | Added 3.07% | +$124K | $4.16M | 3.29% | Jul 15, 2026 |
| Quantinno Capital Management LP | Added 8.95% | +$123K | $1.5M | 0.00% | Aug 13, 2026 |
| ORBA Wealth Advisors, L.L.C. | Added 7.40% | +$117K | $1.7M | 1.45% | Jul 24, 2026 |
| IF Advisors, LLC | Added 36.02% | +$116K | $439K | 0.29% | Aug 13, 2026 |
| Golden Bell Financial Planning LLC | Added 1.23% | +$113K | $9.31M | 6.84% | Jul 31, 2026 |
| WorthPointe, LLC | Added 19.25% | +$112K | $692K | 0.17% | Jul 31, 2026 |
| Fifth Third Securities, Inc. | Added 8.40% | +$105K | $1.36M | 0.08% | Jul 15, 2026 |
| Pacific Asset Management, LLC | Added 4.63% | +$94.6K | $2.14M | 1.05% | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | Reduce 1.45% | -$92.4K | $6.26M | 0.17% | Jul 24, 2026 |
| Cypress Point Wealth Management, LLC | Reduce 4.47% | -$91K | $1.94M | 0.40% | Jul 17, 2026 |
| Anderson Hoagland & Co | Added 2.27% | +$89.7K | $4.05M | 0.32% | Jul 6, 2026 |
| Embree Financial Group | Added 18.98% | +$79.4K | $497K | 0.05% | Jul 15, 2026 |
| Kilner Capital Advisors, LLC | Reduce 1.00% | -$79K | $7.78M | 6.67% | Jul 13, 2026 |
| WCG Wealth Advisors LLC | Added 3.80% | +$78.1K | $2.13M | 0.05% | Aug 14, 2026 |
| Cornerstone Advisory, LLC | Added 30.34% | +$74.9K | $322K | 0.03% | Jul 29, 2026 |
| Canvas Wealth Advisors, LLC | Added 5.68% | +$73.7K | $1.37M | 0.19% | Jul 10, 2026 |
| Telos Capital Management, Inc. | Added 1.32% | +$73.2K | $5.63M | 0.50% | Jul 22, 2026 |
| Keel Point, LLC | Reduce 9.89% | -$69.8K | $635K | 0.04% | Aug 14, 2026 |
| Longview Financial Advisors, Inc. | Sell 100% | -$63.5K | $0 | 0.00% | Jul 6, 2026 |
| Moisand Fitzgerald Tamayo, LLC | Reduce 9.26% | -$58.3K | $572K | 0.06% | Jul 13, 2026 |
| Park Avenue Securities LLC | Added 21.85% | +$55.8K | $311K | 0.00% | Jul 20, 2026 |
| Paladin Advisory Group, LLC | Added 0.67% | +$52.4K | $7.83M | 5.20% | Jul 28, 2026 |
| Shufro Rose & Co LLC | Added 1.81% | +$49.6K | $2.8M | 0.16% | Aug 12, 2026 |
| Kings Path Partners LLC | New Buy | +$40.8K | $40.8K | 0.01% | Jul 14, 2026 |
| GC Wealth Management RIA, LLC | Reduce 2.44% | -$39.5K | $1.58M | 0.09% | Jul 16, 2026 |
| Beaird Harris Wealth Management, LLC | Reduce 0.41% | -$36.2K | $8.89M | 0.56% | Jul 8, 2026 |
| Mayfair Advisory Group, LLC | Added 3.77% | +$28.4K | $783K | 0.24% | Aug 11, 2026 |
| Emprise Bank | Reduce 8.51% | -$28.3K | $304K | 0.11% | Jul 7, 2026 |
| MML Investors Services, LLC | Added 5.29% | +$26.6K | $529K | 0.00% | Aug 7, 2026 |
| Werba Rubin Papier Wealth Management | Reduce 0.89% | -$24.7K | $2.76M | 0.33% | Jul 28, 2026 |
| Forum Financial Management, LP | Reduce 7.85% | -$24.3K | $285K | 0.00% | Jul 23, 2026 |
| Collective Family Office LLC | Added 0.44% | +$23.6K | $5.38M | 1.10% | Jul 2, 2026 |
| UMB Bank, n.a. | Added 0.97% | +$20K | $2.07M | 0.03% | Aug 13, 2026 |
| WMG Financial Advisors, LLC | Added 5.95% | +$19.4K | $345K | 0.13% | Jul 23, 2026 |
| Financial Partners Group, Inc | Added 5.31% | +$15.3K | $303K | 0.03% | Jul 23, 2026 |
| Acumen Wealth Advisors, LLC | New Buy | +$14.6K | $14.6K | 0.00% | Aug 3, 2026 |
| Mutual Advisors, LLC | Reduce 5.02% | -$13.5K | $256K | 0.00% | Aug 14, 2026 |
| Verus Financial Partners, Inc. | Added 1.13% | +$12.3K | $1.1M | 0.09% | Jul 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | Reduce 0.68% | -$12.2K | $1.77M | 0.27% | Jul 14, 2026 |
| Philadelphia Trust Co | Reduce 0.39% | -$8.59K | $2.19M | 0.14% | Aug 10, 2026 |
| Cardiff Park Advisors, LLC | Added 1.00% | +$8.59K | $865K | 0.07% | Aug 14, 2026 |
| Schwarz Dygos Wheeler Investment Advisors LLC | Reduce 1.50% | -$8.52K | $559K | 0.11% | Aug 7, 2026 |
| Prosperitas Financial LLC | Reduce 2.33% | -$8.44K | $353K | 0.11% | Aug 19, 2026 |
| Oppenheimer & Co Inc | Added 0.49% | +$7.9K | $1.62M | 0.02% | Aug 3, 2026 |
| Summit Financial, LLC | Reduce 2.79% | -$7.74K | $269K | 0.00% | Aug 12, 2026 |
| Maimon Wealth Management Ltd. | Added 0.96% | +$7.74K | $815K | 0.63% | Jul 24, 2026 |
| Oceanside Advisors LLC | Reduce 0.53% | -$5.96K | $1.13M | 0.57% | Jul 27, 2026 |
