| Farallon Capital Management, L.L.C. | Sell 100% | -$26.9M | $0 | 0.00% | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | New Buy | +$3.28M | $3.28M | 0.52% | Jul 23, 2026 |
| Avior Wealth Management, LLC | Sell 100% | -$2.69M | $0 | 0.00% | Jul 7, 2026 |
| Independent Financial Group, LLC | Added 89.42% | +$1.28M | $2.7M | 0.05% | Jul 15, 2026 |
| Fiduciary Financial Advisors | New Buy | +$1.22M | $1.22M | 0.12% | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | Sell 100% | -$551K | $0 | 0.00% | Aug 19, 2026 |
| Indivisible Partners | New Buy | +$487K | $487K | 0.03% | Aug 4, 2026 |
| Werba Rubin Papier Wealth Management | Reduce 11.77% | -$387K | $2.9M | 0.35% | Jul 28, 2026 |
| Moneta Group Investment Advisors LLC | New Buy | +$368K | $368K | 0.00% | Aug 14, 2026 |
| Compass Capital Corp /Ma/ | Sell 100% | -$357K | $0 | 0.00% | Aug 13, 2026 |
| Flow Traders U.S. LLC | Added 42.35% | +$330K | $1.11M | 0.05% | Aug 14, 2026 |
| Balance Wealth Partners LLC | New Buy | +$326K | $326K | 0.09% | Jul 22, 2026 |
| Shore Point Advisors, LLC | Sell 100% | -$314K | $0 | 0.00% | Jul 14, 2026 |
| Pasadena Private Wealth, LLC | Reduce 41.23% | -$307K | $438K | 0.06% | Aug 11, 2026 |
| Net Worth Advisory Group | Sell 100% | -$282K | $0 | 0.00% | Jul 14, 2026 |
| Revisor Wealth Management LLC | Sell 100% | -$247K | $0 | 0.00% | Jul 22, 2026 |
| PFG Investments, LLC | Sell 100% | -$246K | $0 | 0.00% | Jul 23, 2026 |
| Tortuga Wealth Management, Inc | New Buy | +$237K | $237K | 0.18% | Jul 31, 2026 |
| tru Independence LLC | Sell 100% | -$217K | $0 | 0.00% | Aug 10, 2026 |
| Souders Financial Advisors | Added 29.06% | +$208K | $924K | 0.09% | Aug 5, 2026 |
| BlackDiamond Wealth Management, LLC | Sell 100% | -$201K | $0 | 0.00% | Aug 11, 2026 |
| WCG Wealth Advisors LLC | Reduce 6.22% | -$159K | $2.39M | 0.06% | Aug 14, 2026 |
| Exit Wealth Advisors, LLC. | Reduce 11.46% | -$143K | $1.1M | 0.50% | Aug 11, 2026 |
| Modern Wealth Management, LLC | Added 48.33% | +$135K | $416K | 0.01% | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | Added 24.04% | +$130K | $672K | 0.03% | Jul 28, 2026 |
| Brandywine Oak Private Wealth LLC | Added 3.14% | +$120K | $3.94M | 0.30% | Jul 16, 2026 |
| Western Wealth Management, LLC | Reduce 4.66% | -$117K | $2.39M | 0.08% | Aug 14, 2026 |
| Rossby Financial, LCC | Sell 100% | -$110K | $0 | 0.00% | Aug 4, 2026 |
| IFG Advisory, LLC | Added 506.05% | +$81.8K | $97.9K | 0.00% | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | Reduce 13.13% | -$77.7K | $514K | 0.05% | Aug 11, 2026 |
| Soltis Investment Advisors LLC | Reduce 9.36% | -$77K | $746K | 0.04% | Jul 31, 2026 |
| Archer Investment Management, LLC | Reduce 17.48% | -$75.8K | $358K | 0.12% | Jul 7, 2026 |
| Atria Investments, Inc | Added 8.28% | +$73.2K | $957K | 0.01% | Jul 28, 2026 |
| Perigon Wealth Management, LLC | Added 11.17% | +$58.6K | $583K | 0.01% | Aug 7, 2026 |
| Claro Advisors Inc. | Reduce 4.21% | -$50.4K | $1.15M | 0.12% | Jul 30, 2026 |
| Triumph Capital Management | Reduce 88.89% | -$30.1K | $3.76K | 0.00% | Jul 21, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$26.8K | $0 | 0.00% | Jul 20, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | Reduce 2.05% | -$26.8K | $1.28M | 0.30% | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | Reduce 9.33% | -$25.8K | $251K | 0.01% | Jul 24, 2026 |
| Cambridge Advisors Inc. | Added 2.42% | +$24.7K | $1.05M | 0.18% | Jul 16, 2026 |
| Independent Advisor Alliance | Added 9.97% | +$23.1K | $255K | 0.01% | Aug 12, 2026 |
| Ulland Investment Advisors, LLC | New Buy | +$19K | $19K | 0.01% | Jul 16, 2026 |
| Beaird Harris Wealth Management, LLC | Sell 100% | -$19K | $0 | 0.00% | Jul 8, 2026 |
| Insigneo Advisory Services, LLC | Reduce 6.10% | -$15.5K | $238K | 0.01% | Aug 14, 2026 |
| Caldwell Sutter Capital, Inc. | Sell 100% | -$8.16K | $0 | 0.00% | Aug 5, 2026 |
| Cresset Asset Management, LLC | Reduce 1.52% | -$7.37K | $477K | 0.00% | Aug 14, 2026 |
| Great Valley Advisor Group, Inc. | Added 2.73% | +$7.34K | $276K | 0.00% | Aug 10, 2026 |
| Spectrum Wealth Advisory Group, LLC | New Buy | +$6.46K | $6.46K | 0.00% | Aug 6, 2026 |
| Belpointe Asset Management LLC | Reduce 1.26% | -$5.64K | $441K | 0.01% | Jul 31, 2026 |
| Winthrop Capital Management, LLC | Sell 100% | -$5K | $0 | 0.00% | Aug 13, 2026 |
| Archer Investment Corp | Added 100.00% | +$3.76K | $7.52K | 0.00% | Aug 19, 2026 |
| Smallwood Wealth Investment Management, LLC | New Buy | +$3.49K | $3.49K | 0.00% | Jul 23, 2026 |
| Savvy Advisors, Inc. | Added 0.19% | +$2.78K | $1.45M | 0.03% | Aug 3, 2026 |
| Revolve Wealth Partners, LLC | Reduce 0.38% | -$1.99K | $518K | 0.05% | Jul 9, 2026 |
| Kraft, Davis & Associates, LLC | Reduce 0.59% | -$1.79K | $300K | 0.06% | Jul 9, 2026 |
| Financial Engines Advisors L.L.C. | Reduce 0.39% | -$1.09K | $279K | 0.00% | Aug 14, 2026 |
| Hamrick Investment Counsel, llc | Sell 100% | -$536 | $0 | 0.00% | Aug 13, 2026 |
| UMB Bank, n.a. | Added 15.15% | +$376 | $2.86K | 0.00% | Aug 13, 2026 |
| Well Done, LLC | Added 0.03% | +$113 | $341K | 0.05% | Jul 24, 2026 |
| Crumly & Associates Inc. | Reduce 0.03% | -$75 | $234K | 0.04% | Jul 8, 2026 |
