| Annex Advisory Services, LLC | Added 4.76% | +$4.06M | $89.4M | 1.53% | Jul 10, 2026 |
| Gould Asset Management LLC | Added 5.58% | +$1M | $18.9M | 2.98% | Aug 6, 2026 |
| Kingsview Wealth Management, LLC | Added 8.34% | +$995K | $12.9M | 0.16% | Aug 19, 2026 |
| Anderson Hoagland & Co | Reduce 36.39% | -$852K | $1.49M | 0.12% | Jul 6, 2026 |
| ZEGA Investments, LLC | Sell 100% | -$604K | $0 | 0.00% | Jul 31, 2026 |
| Sumitomo Mitsui Financial Group, Inc. | Reduce 3.20% | -$566K | $17.1M | 0.32% | Aug 13, 2026 |
| Keybank National Association | Reduce 9.08% | -$474K | $4.74M | 0.02% | Jul 28, 2026 |
| Fagan Associates, Inc. | Sell 100% | -$432K | $0 | 0.00% | Aug 4, 2026 |
| Kintra Wealth, LLC | New Buy | +$392K | $392K | 0.02% | Aug 14, 2026 |
| Modern Wealth Management, LLC | Sell 100% | -$374K | $0 | 0.00% | Aug 14, 2026 |
| Hudson Capital Management LLC | Added 11.09% | +$362K | $3.63M | 0.88% | Jul 14, 2026 |
| Advisory Alpha, LLC | Added 39.42% | +$352K | $1.24M | 0.03% | Aug 11, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$348K | $348K | 0.01% | Jul 28, 2026 |
| MML Investors Services, LLC | Added 16.79% | +$326K | $2.27M | 0.00% | Aug 7, 2026 |
| Guggenheim Capital LLC | Reduce 4.06% | -$314K | $7.43M | 0.05% | Aug 12, 2026 |
| Hobbs Group Advisors, LLC | Added 6.30% | +$313K | $5.28M | 1.39% | Aug 13, 2026 |
| Independent Advisor Alliance | Sell 100% | -$291K | $0 | 0.00% | Aug 12, 2026 |
| Astoria Portfolio Advisors LLC. | Reduce 9.26% | -$285K | $2.79M | 0.47% | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | New Buy | +$265K | $265K | 0.06% | Jul 30, 2026 |
| GFS Advisors, LLC | Reduce 83.09% | -$251K | $51K | 0.00% | Aug 13, 2026 |
| United Asset Strategies, Inc. | Added 42.80% | +$238K | $793K | 0.06% | Jul 13, 2026 |
| Silverlake Wealth Management LLC | New Buy | +$236K | $236K | 0.04% | Aug 6, 2026 |
| GenTrust, LLC | New Buy | +$229K | $229K | 0.01% | Aug 6, 2026 |
| Oceanside Advisors LLC | Added 6.49% | +$224K | $3.68M | 1.86% | Jul 27, 2026 |
| Farrell Financial LLC | Sell 100% | -$217K | $0 | 0.00% | Jul 10, 2026 |
| QTR Family Wealth, LLC | Sell 100% | -$214K | $0 | 0.00% | Jul 27, 2026 |
| Strategic Financial Concepts, LLC | Sell 100% | -$203K | $0 | 0.00% | Jul 28, 2026 |
| Spartan Wealth Advisory Services LLC | Reduce 15.64% | -$201K | $1.08M | 0.09% | Aug 5, 2026 |
| Bluedoor Private Wealth, LLC | Sell 100% | -$200K | $0 | 0.00% | Jul 16, 2026 |
| Patten Group, Inc. | Reduce 6.57% | -$191K | $2.72M | 0.42% | Aug 6, 2026 |
| DAVENPORT & Co LLC | Added 32.24% | +$183K | $752K | 0.00% | Jul 13, 2026 |
| UMB Bank, n.a. | Added 47.54% | +$175K | $542K | 0.01% | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | Reduce 36.23% | -$170K | $300K | 0.01% | Jul 31, 2026 |
| D L Carlson Investment Group Inc | Added 5.02% | +$163K | $3.41M | 0.54% | Aug 11, 2026 |
| Lakeshore Capital Group, Inc. | Added 3.62% | +$114K | $3.26M | 2.41% | Jul 31, 2026 |
| PFG Investments, LLC | Added 5.40% | +$112K | $2.18M | 0.08% | Jul 23, 2026 |
| Guidance Capital, Inc | Added 12.40% | +$106K | $962K | 0.21% | Jul 20, 2026 |
| Opal Wealth Advisors, LLC | Sell 100% | -$84.7K | $0 | 0.00% | Jul 20, 2026 |
| Ssa Swiss Advisors AG | Added 4.44% | +$81.1K | $1.91M | 0.72% | Aug 5, 2026 |
| Money Concepts Capital Corp | Added 2.24% | +$78.3K | $3.58M | 0.17% | Aug 4, 2026 |
| Hunter Perkins Capital Management, LLC | Reduce 14.15% | -$73.2K | $444K | 0.10% | Jul 16, 2026 |
| Glassy Mountain Advisors, Inc. | Added 10.21% | +$71.9K | $776K | 0.21% | Jul 31, 2026 |
| Bangor Savings Bank | Reduce 13.82% | -$71.9K | $448K | 0.03% | Jul 6, 2026 |
| Wrapmanager Inc | Added 2.41% | +$66K | $2.8M | 0.88% | Aug 5, 2026 |
| Bartlett & Co. Wealth Management LLC | New Buy | +$63.8K | $63.8K | 0.00% | Jul 24, 2026 |
| KG Capital Management | Added 4.00% | +$59.8K | $1.56M | 0.93% | Aug 7, 2026 |
| STAR Financial Bank | Reduce 16.34% | -$55.2K | $282K | 0.12% | Aug 7, 2026 |
| Clayton Financial Group LLC | Sell 100% | -$54.2K | $0 | 0.00% | Jul 20, 2026 |
| Capstone Capital LLC | Reduce 7.38% | -$46.1K | $578K | 0.33% | Jul 22, 2026 |
| Gill Capital Partners, LLC | New Buy | +$45.8K | $45.8K | 0.01% | Aug 20, 2026 |
| NewEdge Wealth, LLC | Added 0.65% | +$45K | $6.95M | 0.07% | Aug 10, 2026 |
| Whipplewood Advisors, LLC | Reduce 5.51% | -$43.9K | $754K | 0.51% | Jul 27, 2026 |
| Progressive Investment Management Corp | Added 8.87% | +$38.7K | $475K | 0.10% | Aug 4, 2026 |
| Eagle Bluffs Wealth Management LLC | Reduce 2.80% | -$38.7K | $1.34M | 0.45% | Aug 6, 2026 |
| &Partners | Added 2.10% | +$36.4K | $1.77M | 0.01% | Aug 14, 2026 |
| Park Avenue Securities LLC | Added 8.06% | +$36.1K | $484K | 0.00% | Jul 20, 2026 |
| Joseph P. Lucia & Associates, LLC | Reduce 12.65% | -$36K | $248K | 0.07% | Aug 7, 2026 |
| Chapman Financial Group, LLC | Added 2.72% | +$32.2K | $1.22M | 0.81% | Aug 5, 2026 |
| Horizon Financial Services, LLC | Added 28.52% | +$32.1K | $145K | 0.06% | Jul 20, 2026 |
| Colonial Trust Advisors | New Buy | +$26.5K | $26.5K | 0.00% | Aug 11, 2026 |
| Roberts Glore & Co Inc | Added 2.14% | +$26.4K | $1.26M | 0.31% | Aug 11, 2026 |
| Hilltop Holdings Inc. | Reduce 3.52% | -$22.7K | $621K | 0.05% | Aug 13, 2026 |
| Wellington Grp LLC | Sell 100% | -$21.9K | $0 | 0.00% | Aug 26, 2026 |
| Moors & Cabot, Inc. | Added 2.77% | +$19.6K | $728K | 0.03% | Aug 10, 2026 |
| Donaldson Capital Management, LLC | Added 0.57% | +$18.5K | $3.27M | 0.09% | Aug 5, 2026 |
| Caldwell Trust Co | Added 3.63% | +$18.3K | $521K | 0.04% | Aug 3, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$17.5K | $17.5K | 0.00% | Jul 28, 2026 |
| Freedom Investment Management, Inc. | Added 0.54% | +$16.6K | $3.12M | 0.87% | Aug 10, 2026 |
| WealthShield Partners, LLC | Sell 100% | -$13.5K | $0 | 0.00% | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | Added 5.05% | +$12.5K | $259K | 0.00% | Aug 5, 2026 |
| Cullen/Frost Bankers, Inc. | Added 1.50% | +$11K | $743K | 0.01% | Jul 27, 2026 |
| Cane Capital Partners, LLC | Added 2.62% | +$10.8K | $423K | 0.17% | Aug 5, 2026 |
| Archer Investment Corp | Added 100.00% | +$10.7K | $21.5K | 0.00% | Aug 19, 2026 |
| Ameriflex Group, Inc. | New Buy | +$10.1K | $10.1K | 0.00% | Aug 14, 2026 |
| Whittier Trust Co of Nevada Inc | Reduce 3.18% | -$9.65K | $294K | 0.01% | Jul 28, 2026 |
| Delta Wealth Advisors LLC | Reduce 2.58% | -$8.19K | $309K | 0.22% | Jul 14, 2026 |
| CENTRAL TRUST Co | Sell 100% | -$6.74K | $0 | 0.00% | Jul 31, 2026 |
| First Trust Advisors LP | Added 1.99% | +$6.04K | $310K | 0.00% | Aug 11, 2026 |
| Tompkins Financial Corp | Sell 100% | -$5.96K | $0 | 0.00% | Jul 15, 2026 |
| New England Asset Management Inc | New Buy | +$5.37K | $5.37K | 0.00% | Aug 14, 2026 |
| City Holding Co | Sell 100% | -$4.85K | $0 | 0.00% | Jul 10, 2026 |
| Atria Investments, Inc | Added 1.54% | +$3.87K | $256K | 0.00% | Jul 28, 2026 |
| Lionshead Wealth Management, LLC | Reduce 1.28% | -$3.54K | $274K | 0.18% | Jul 28, 2026 |
| Traub Capital Management LLC | Added 0.68% | +$3.22K | $474K | 0.42% | Jul 23, 2026 |
| FORM Wealth Advisors, LLC | Added 1.06% | +$2.87K | $273K | 0.03% | Jul 10, 2026 |
| Onyx Bridge Wealth Group LLC | Reduce 0.55% | -$2.5K | $452K | 0.04% | Jul 23, 2026 |
| Savvy Advisors, Inc. | Reduce 0.23% | -$2.01K | $856K | 0.02% | Aug 3, 2026 |
| Lanark Financial, Inc. | Reduce 1.74% | -$1.96K | $111K | 0.01% | Jul 21, 2026 |
| Family Legacy, Inc. | Reduce 0.12% | -$1.32K | $1.12M | 0.30% | Aug 6, 2026 |
| Cresset Asset Management, LLC | Added 0.43% | +$1.15K | $272K | 0.00% | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$1.07K | $1.07K | 0.00% | Jul 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | Added 0.17% | +$939 | $557K | 0.01% | Jul 2, 2026 |
| Whittier Trust Co | Reduce 0.90% | -$698 | $77.1K | 0.00% | Jul 28, 2026 |
| Elevation Capital Advisory, LLC | Reduce 0.01% | -$644 | $7.69M | 2.97% | Jul 27, 2026 |
| Spire Wealth Management | Added 1.93% | +$483 | $25.6K | 0.00% | Jul 15, 2026 |
| Versant Capital Management, Inc | Added 0.98% | +$295 | $30.5K | 0.00% | Jul 2, 2026 |
| Shelton Capital Management | Added 0.03% | +$81 | $314K | 0.01% | Aug 14, 2026 |
| Wagner Wealth Management, LLC | Added 1.96% | +$27 | $1.39K | 0.00% | Jul 24, 2026 |
