| Concorde Asset Management, LLC | Sell 100% | -$536K | $0 | 0.00% | Aug 18, 2026 |
| Boothe Investment Group, Inc. | Added 7.48% | +$400K | $5.74M | 1.81% | Jul 14, 2026 |
| Guggenheim Capital LLC | Added 1.79% | +$400K | $22.7M | 0.14% | Aug 12, 2026 |
| Wedbush Securities Inc | Added 162.09% | +$375K | $607K | 0.02% | Jul 28, 2026 |
| Mgo One Seven LLC | Added 354.00% | +$343K | $440K | 0.01% | Jul 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | Reduce 13.07% | -$314K | $2.09M | 0.06% | Jul 8, 2026 |
| Shaker Financial Services, LLC | Added 13.49% | +$272K | $2.29M | 0.72% | Jul 15, 2026 |
| Miller Financial Services LLC | New Buy | +$259K | $259K | 0.21% | Jul 29, 2026 |
| Roble, Belko & Company, Inc | Reduce 79.37% | -$185K | $48K | 0.01% | Jul 24, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$173K | $173K | 0.00% | Jul 28, 2026 |
| Logan Stone Capital, LLC | Sell 100% | -$162K | $0 | 0.00% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$161K | $161K | 0.00% | Aug 10, 2026 |
| Thrivent Financial for Lutherans | Added 36.61% | +$126K | $469K | 0.00% | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | Added 35.35% | +$125K | $477K | 0.04% | Jul 30, 2026 |
| Fiduciary Financial Advisors | New Buy | +$116K | $116K | 0.01% | Aug 14, 2026 |
| Kovack Advisors, Inc. | Added 15.13% | +$106K | $804K | 0.04% | Jul 29, 2026 |
| Waterfront Wealth Inc. | Added 1.27% | +$103K | $8.2M | 1.27% | Jul 30, 2026 |
| Choreo, LLC | Sell 100% | -$99K | $0 | 0.00% | Aug 4, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$94.4K | $94.4K | 0.01% | Jul 28, 2026 |
| Wealthspire Retirement, LLC | Added 50.35% | +$89.6K | $268K | 0.01% | Aug 12, 2026 |
| Pension & Wealth Management Advisors, Inc. | Added 10.62% | +$87.2K | $909K | 0.25% | Aug 7, 2026 |
| Signal Advisors Wealth, LLC | Added 30.64% | +$77.7K | $331K | 0.02% | Aug 4, 2026 |
| Strong Retirement Solutions LLC | Added 30.51% | +$77.4K | $331K | 0.20% | Jul 20, 2026 |
| MML Investors Services, LLC | Added 40.86% | +$73K | $252K | 0.00% | Aug 7, 2026 |
| Centurion Wealth Management LLC | Reduce 6.48% | -$70.3K | $1.01M | 0.24% | Jul 9, 2026 |
| Claro Advisors Inc. | Reduce 16.45% | -$64.7K | $329K | 0.03% | Jul 30, 2026 |
| Evolve Private Wealth, LLC | Reduce 18.24% | -$56.3K | $252K | 0.02% | Aug 12, 2026 |
| Calamos Advisors LLC | Added 7.14% | +$44.2K | $664K | 0.00% | Jul 31, 2026 |
| Peak Planning Group, LLC | Reduce 15.68% | -$43.4K | $233K | 0.05% | Aug 12, 2026 |
| &Partners | Reduce 3.28% | -$41.1K | $1.21M | 0.01% | Aug 14, 2026 |
| IFG Advisory, LLC | New Buy | +$38.9K | $38.9K | 0.00% | Aug 14, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | Reduce 26.87% | -$35.2K | $95.7K | 0.01% | Jul 13, 2026 |
| Global Assets Advisory, LLC | Sell 100% | -$34.5K | $0 | 0.00% | Jul 27, 2026 |
| Keybank National Association | Added 32.58% | +$34.3K | $140K | 0.00% | Jul 28, 2026 |
| Hoey Investments, Inc | New Buy | +$28.7K | $28.7K | 0.00% | Jul 27, 2026 |
| Founders Financial Alliance, LLC | Added 15.90% | +$28.3K | $206K | 0.03% | Aug 4, 2026 |
| PMG Family Office LLC | Added 3.15% | +$27.9K | $913K | 0.84% | Jul 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Added 6.52% | +$22.1K | $360K | 0.04% | Jul 9, 2026 |
| Lanark Financial, Inc. | Reduce 6.12% | -$21.4K | $329K | 0.02% | Jul 21, 2026 |
| Beacon Investment Advisory Services, Inc. | Reduce 24.47% | -$21.1K | $65K | 0.00% | Jul 8, 2026 |
| Abound Wealth Management | Sell 100% | -$19.5K | $0 | 0.00% | Jul 10, 2026 |
| DAVENPORT & Co LLC | Added 5.66% | +$17.9K | $334K | 0.00% | Jul 13, 2026 |
| Principal Securities, Inc. | Reduce 9.15% | -$16.7K | $166K | 0.00% | Aug 4, 2026 |
| NBT Bank, N.A. | New Buy | +$15.4K | $15.4K | 0.00% | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | Added 1.06% | +$14.7K | $1.4M | 0.09% | Jul 23, 2026 |
| Pacifica Partners Inc. | Sell 100% | -$11.8K | $0 | 0.00% | Jul 13, 2026 |
| Kingswood Wealth Advisors, LLC | Reduce 1.08% | -$11.6K | $1.07M | 0.04% | Jul 27, 2026 |
| Saxony Capital Management, LLC | Reduce 2.54% | -$10.4K | $400K | 0.18% | Jul 15, 2026 |
| Comprehensive Money Management Services LLC | Reduce 6.75% | -$9.74K | $135K | 0.08% | Aug 17, 2026 |
| D.A. Davidson & Co. | Reduce 2.29% | -$9.57K | $408K | 0.00% | Jul 24, 2026 |
| United Financial Planning Group LLC | New Buy | +$9.08K | $9.08K | 0.00% | Aug 6, 2026 |
| Diversify Wealth Management, LLC | Reduce 4.91% | -$8.29K | $161K | 0.00% | Jul 30, 2026 |
| David J Yvars Group | Added 0.88% | +$8.12K | $931K | 0.44% | Jul 7, 2026 |
| Stratos Wealth Partners, LTD. | Added 1.18% | +$7.75K | $663K | 0.01% | Aug 11, 2026 |
| Endeavor Private Wealth, Inc. | Added 5.84% | +$7.39K | $134K | 0.03% | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | Added 1.46% | +$7.27K | $505K | 0.16% | Jul 31, 2026 |
| Mezzasalma Advisors, LLC | Added 1.65% | +$7.23K | $445K | 0.09% | Aug 10, 2026 |
| Aurora Private Wealth, Inc. | Added 3.05% | +$5.86K | $198K | 0.13% | Jul 22, 2026 |
| ELCO Management Co., LLC | Reduce 2.41% | -$5.74K | $232K | 0.10% | Aug 11, 2026 |
| Vanguard Advisers Inc | Sell 100% | -$5.18K | $0 | 0.00% | Aug 13, 2026 |
| Shulman DeMeo Asset Management LLC | Reduce 0.42% | -$5.16K | $1.23M | 0.23% | Jul 8, 2026 |
| CFO4Life Group, LLC | Added 1.99% | +$5.04K | $258K | 0.03% | Aug 12, 2026 |
| Wealth Effects LLC | Reduce 2.75% | -$4.79K | $169K | 0.05% | Aug 6, 2026 |
| Western Financial Corp | Added 1.99% | +$4.68K | $239K | 0.07% | Jul 22, 2026 |
| World Investment Advisors | Reduce 3.03% | -$4.1K | $131K | 0.00% | Aug 14, 2026 |
| Axiom Investment Management LLC | Reduce 9.18% | -$3.97K | $39.3K | 0.03% | Jul 31, 2026 |
| Summit Financial, LLC | Added 0.67% | +$3.46K | $523K | 0.01% | Aug 12, 2026 |
| Harbour Wealth Management Group, Inc. | Added 1.22% | +$3.22K | $266K | 0.18% | Aug 7, 2026 |
| Park Avenue Securities LLC | Added 0.38% | +$2.97K | $778K | 0.00% | Jul 20, 2026 |
| Icon Wealth Advisors, LLC | Added 1.99% | +$2.97K | $152K | 0.01% | Aug 5, 2026 |
| SeaCrest Wealth Management, LLC | Added 1.21% | +$2.78K | $232K | 0.03% | Jul 9, 2026 |
| Integrated Advisors Network LLC | Added 2.01% | +$1.93K | $98K | 0.00% | Aug 11, 2026 |
| First Heartland Consultants, Inc. | Added 1.68% | +$1.85K | $112K | 0.01% | Jul 8, 2026 |
| Heritage Wealth Management, Inc./Texas | Added 1.35% | +$1.79K | $134K | 0.05% | Aug 10, 2026 |
| Baird Financial Group, Inc. | Reduce 0.06% | -$1.62K | $2.64M | 0.00% | Aug 12, 2026 |
| JFS Wealth Advisors, LLC | New Buy | +$1.02K | $1.02K | 0.00% | Jul 10, 2026 |
| Level Four Advisory Services, LLC | Added 0.47% | +$794 | $169K | 0.00% | Aug 10, 2026 |
| PlanVest Financial, Inc | Added 2.05% | +$469 | $23.3K | 0.02% | Aug 10, 2026 |
| Holos Integrated Wealth LLC | Added 0.60% | +$404 | $68.2K | 0.03% | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | Added 0.27% | +$364 | $133K | 0.00% | Jul 27, 2026 |
| Smith, Moore & Co. | Added 0.16% | +$191 | $116K | 0.01% | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 1.96% | +$134 | $6.97K | 0.00% | Aug 10, 2026 |
| Widmann Financial Services, Inc. | Added 0.03% | +$57 | $218K | 0.12% | Aug 14, 2026 |
