| Vise Technologies, Inc. | Added 199.67% | +$10.5M | $15.8M | 0.18% | Aug 11, 2026 |
| Magnus Financial Group LLC | Added 1616.18% | +$9.7M | $10.3M | 0.73% | Jul 9, 2026 |
| Kesler, Norman & Wride, LLC | Sell 100% | -$3.68M | $0 | 0.00% | Jul 23, 2026 |
| Garda Capital Partners LP | Sell 100% | -$3.39M | $0 | 0.00% | Aug 4, 2026 |
| Kingsview Wealth Management, LLC | Sell 100% | -$2.94M | $0 | 0.00% | Aug 19, 2026 |
| KMG Fiduciary Partners, LLC | Sell 100% | -$2.43M | $0 | 0.00% | Jul 9, 2026 |
| Clear Creek Financial Management, LLC | Added 22.17% | +$1.76M | $9.69M | 0.62% | Jul 28, 2026 |
| Fiduciary Financial Advisors | New Buy | +$1.65M | $1.65M | 0.17% | Aug 14, 2026 |
| Fielder Capital Group LLC | Added 20.69% | +$1.35M | $7.87M | 1.70% | Aug 6, 2026 |
| Seal Cove Capital, LLC | Sell 100% | -$1.3M | $0 | 0.00% | Aug 14, 2026 |
| IMC-Chicago, LLC | Reduce 18.24% | -$1.29M | $5.77M | 0.00% | Aug 6, 2026 |
| Private Wealth Partners, LLC | Sell 100% | -$982K | $0 | 0.00% | Aug 3, 2026 |
| RFG Advisory, LLC | Added 34.95% | +$942K | $3.64M | 0.06% | Jul 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | New Buy | +$908K | $908K | 0.21% | Aug 14, 2026 |
| Meitav Investment House Ltd | Added 32.29% | +$894K | $3.66M | 0.02% | Jul 20, 2026 |
| Broadhurst Jeffrey B | Sell 100% | -$868K | $0 | 0.00% | Aug 12, 2026 |
| Traphagen Investment Advisors LLC | Added 8.84% | +$853K | $10.5M | 0.75% | Jul 16, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$823K | $0 | 0.00% | Aug 10, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$721K | $0 | 0.00% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 22.76% | +$714K | $3.85M | 0.01% | Aug 7, 2026 |
| Kaleidoscope Capital LP | Added 3.66% | +$674K | $19.1M | 7.05% | Aug 11, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$665K | $665K | 0.01% | Aug 10, 2026 |
| Farringdon Capital, Ltd. | Added 14.49% | +$626K | $4.95M | 2.45% | Aug 12, 2026 |
| First Trust Advisors LP | Reduce 17.46% | -$626K | $2.96M | 0.00% | Aug 11, 2026 |
| Brown Miller Wealth Management, LLC | Sell 100% | -$601K | $0 | 0.00% | Jul 16, 2026 |
| Atria Investments, Inc | Reduce 54.37% | -$595K | $499K | 0.01% | Jul 28, 2026 |
| Well Done, LLC | Added 41.95% | +$583K | $1.97M | 0.27% | Jul 24, 2026 |
| Ankerstar Wealth, LLC | Reduce 8.59% | -$461K | $4.9M | 4.11% | Aug 13, 2026 |
| Unique Wealth, LLC | Reduce 7.63% | -$435K | $5.26M | 0.61% | Jul 21, 2026 |
| Salus Financial Advisors, LLC | Added 16.74% | +$423K | $2.95M | 1.45% | Aug 6, 2026 |
| Freestone Capital Holdings, LLC | Reduce 54.06% | -$399K | $339K | 0.01% | Jul 31, 2026 |
| Precision Wealth Strategies, LLC | Added 31.90% | +$387K | $1.6M | 0.48% | Aug 10, 2026 |
| Diversify Wealth Management, LLC | Reduce 36.24% | -$378K | $665K | 0.01% | Jul 30, 2026 |
| Lake Street Private Wealth, LLC | Reduce 29.47% | -$375K | $897K | 0.10% | Aug 10, 2026 |
| Embree Financial Group | Reduce 24.32% | -$354K | $1.1M | 0.11% | Jul 15, 2026 |
| Fischer Investment Strategies, LLC | Sell 100% | -$354K | $0 | 0.00% | Jul 24, 2026 |
| Summit Financial, LLC | Added 9.98% | +$351K | $3.86M | 0.04% | Aug 12, 2026 |
| BBR Partners, LLC | Reduce 50.00% | -$350K | $350K | 0.02% | Aug 11, 2026 |
| Composition Wealth, LLC | New Buy | +$346K | $346K | 0.00% | Jul 22, 2026 |
| Oasis Advisors, LLC | Sell 100% | -$337K | $0 | 0.00% | Jul 30, 2026 |
| Dearborn Partners LLC | Added 115.27% | +$334K | $624K | 0.02% | Aug 17, 2026 |
| Sax Wealth Advisors, LLC | New Buy | +$318K | $318K | 0.01% | Jul 9, 2026 |
| Keel Point, LLC | Added 37.73% | +$318K | $1.16M | 0.07% | Aug 14, 2026 |
| Avior Wealth Management, LLC | Sell 100% | -$306K | $0 | 0.00% | Jul 7, 2026 |
| GK Wealth Management LLC | New Buy | +$304K | $304K | 0.16% | Jul 7, 2026 |
| 3EDGE Asset Management, LP | Added 39.87% | +$302K | $1.06M | 0.05% | Jul 27, 2026 |
| Magnolia Capital Advisors LLC | Added 6.33% | +$290K | $4.87M | 0.84% | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | Sell 100% | -$276K | $0 | 0.00% | Jul 27, 2026 |
| Perigon Wealth Management, LLC | Added 17.91% | +$275K | $1.81M | 0.03% | Aug 7, 2026 |
| Brand Asset Management Group, Inc. | Sell 100% | -$271K | $0 | 0.00% | Aug 12, 2026 |
| MRP Capital Investments, LLC | Reduce 15.02% | -$257K | $1.45M | 1.07% | Aug 10, 2026 |
| Parr Mcknight Wealth Management Group, LLC | Reduce 28.03% | -$256K | $657K | 0.08% | Aug 5, 2026 |
| Bosman Wealth Management, LLC | Sell 100% | -$255K | $0 | 0.00% | Jul 28, 2026 |
| Cora Capital Advisors LLC | Sell 100% | -$253K | $0 | 0.00% | Jul 24, 2026 |
| TCFG Investment Advisors, LLC | Sell 100% | -$245K | $0 | 0.00% | Jul 17, 2026 |
| Harvest Investment Services, LLC | New Buy | +$242K | $242K | 0.04% | Aug 14, 2026 |
| Shore Point Advisors, LLC | Sell 100% | -$242K | $0 | 0.00% | Jul 14, 2026 |
| Gryphon Financial Partners LLC | Sell 100% | -$239K | $0 | 0.00% | Aug 5, 2026 |
| Vista Investment Partners II, LLC | Sell 100% | -$236K | $0 | 0.00% | Jul 21, 2026 |
| Silver Oak Securities, Incorporated | Reduce 23.92% | -$236K | $750K | 0.05% | Aug 7, 2026 |
| Independent Financial Group, LLC | Added 34.69% | +$234K | $909K | 0.02% | Jul 15, 2026 |
| Freedom Financial Partners LLC | Sell 100% | -$232K | $0 | 0.00% | Aug 6, 2026 |
| Roman Butler Fullerton & Co | Added 77.69% | +$229K | $524K | 0.13% | Aug 6, 2026 |
| Guardian Wealth Advisors, LLC / NC | Sell 100% | -$228K | $0 | 0.00% | Aug 14, 2026 |
| Crumly & Associates Inc. | Reduce 2.79% | -$228K | $7.93M | 1.52% | Jul 8, 2026 |
| Wealth Watch Advisors, INC | Reduce 27.10% | -$224K | $603K | 0.20% | Aug 14, 2026 |
| Inspire Advisors, LLC | Sell 100% | -$224K | $0 | 0.00% | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | New Buy | +$223K | $223K | 0.01% | Jul 24, 2026 |
| Arete Wealth Advisors, LLC | Reduce 34.57% | -$222K | $419K | 0.03% | Aug 13, 2026 |
| Rothschild Wealth LLC | Sell 100% | -$216K | $0 | 0.00% | Aug 11, 2026 |
| TritonPoint Partners, LLC | Sell 100% | -$210K | $0 | 0.00% | Aug 13, 2026 |
| Palumbo Wealth Management LLC | Sell 100% | -$209K | $0 | 0.00% | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | New Buy | +$207K | $207K | 0.00% | Aug 5, 2026 |
| Caliber Wealth Management, LLC / KS | Sell 100% | -$202K | $0 | 0.00% | Jul 22, 2026 |
| Soltis Investment Advisors LLC | Reduce 6.97% | -$200K | $2.67M | 0.15% | Jul 31, 2026 |
| Emerald Advisors, LLC | Added 28.00% | +$190K | $869K | 0.11% | Jul 20, 2026 |
| Upper Left Wealth Management, LLC | Reduce 36.61% | -$181K | $313K | 0.17% | Jul 14, 2026 |
| Refined Wealth Management | Added 2.30% | +$180K | $8.01M | 4.83% | Jul 21, 2026 |
| Balance Wealth Partners LLC | Added 7.89% | +$176K | $2.41M | 0.64% | Jul 22, 2026 |
| FF Advisors,LLC | Reduce 13.37% | -$175K | $1.14M | 0.43% | Jul 29, 2026 |
| Twelve Points Wealth Management LLC | Added 31.02% | +$172K | $725K | 0.15% | Aug 7, 2026 |
| Appalachian Capital Management Ltd | Added 63.79% | +$170K | $438K | 0.32% | Jul 21, 2026 |
| New Harbor Financial Group, LLC | Added 22.83% | +$167K | $899K | 0.14% | Jul 23, 2026 |
| Weaver Consulting Group | Reduce 39.61% | -$165K | $251K | 0.05% | Jul 29, 2026 |
| Miller Global Investments, LLC | Added 40.25% | +$160K | $558K | 0.46% | Jul 1, 2026 |
| Revisor Wealth Management LLC | Added 16.45% | +$147K | $1.04M | 0.25% | Jul 22, 2026 |
| Carter Financial Group, INC. | Added 3.35% | +$146K | $4.49M | 2.33% | Jul 30, 2026 |
| Trek Financial, LLC | Added 19.96% | +$139K | $834K | 0.04% | Aug 13, 2026 |
| Concentrum Wealth Management | Reduce 18.50% | -$124K | $547K | 0.13% | Aug 6, 2026 |
| NewEdge Wealth, LLC | Reduce 6.37% | -$123K | $1.8M | 0.02% | Aug 10, 2026 |
| Beaird Harris Wealth Management, LLC | Added 0.39% | +$117K | $29.9M | 1.87% | Jul 8, 2026 |
| White Knight Strategic Wealth Advisors, LLC | Added 3.79% | +$112K | $3.06M | 2.14% | Aug 14, 2026 |
| WorthPointe, LLC | Added 49.67% | +$106K | $318K | 0.08% | Jul 31, 2026 |
| Palatine Hill Wealth Management, LLC | Reduce 7.00% | -$100K | $1.33M | 1.07% | Aug 7, 2026 |
| Claro Advisors Inc. | Reduce 7.97% | -$94.1K | $1.09M | 0.11% | Jul 30, 2026 |
| Winthrop Capital Management, LLC | Reduce 3.97% | -$86.1K | $2.08M | 0.50% | Aug 13, 2026 |
| Richardson Capital Management LLC | Reduce 48.76% | -$78.3K | $82.3K | 0.04% | Jul 17, 2026 |
| Echo45 Advisors LLC | Reduce 13.13% | -$73.9K | $489K | 0.25% | Jul 13, 2026 |
| Highline Wealth Partners LLC | Added 3.09% | +$73K | $2.44M | 0.49% | Jul 15, 2026 |
| WT Wealth Management | Reduce 5.90% | -$70.2K | $1.12M | 0.31% | Jul 23, 2026 |
