| Verde Capital Management | Added 3612.80% | +$8.09M | $8.32M | 1.54% | Aug 11, 2026 |
| Paragon Advisors, LLC | Added 21.70% | +$6.04M | $33.9M | 7.12% | Jul 29, 2026 |
| Riversedge Advisors, LLC | Reduce 61.72% | -$5.93M | $3.68M | 0.48% | Jul 16, 2026 |
| Pacific Excel Wealth Advisors, Inc. | New Buy | +$5.33M | $5.33M | 2.06% | Jul 6, 2026 |
| Pasadena Private Wealth, LLC | Added 54.25% | +$3.21M | $9.13M | 1.16% | Aug 11, 2026 |
| Betterment LLC | Added 41.29% | +$2.92M | $10M | 0.02% | Aug 14, 2026 |
| Sloy Dahl & Holst, LLC | Added 12.22% | +$2.7M | $24.8M | 3.06% | Aug 13, 2026 |
| Gem Investment Advisors, LLC | Reduce 71.40% | -$2.7M | $1.08M | 0.66% | Aug 11, 2026 |
| Tidal Investments LLC | Added 10.36% | +$2.66M | $28.4M | 0.05% | Aug 13, 2026 |
| Beck Capital Management, LLC | Sell 100% | -$2.3M | $0 | 0.00% | Aug 14, 2026 |
| Centurion Wealth Management LLC | Added 1056.51% | +$2.19M | $2.4M | 0.57% | Jul 9, 2026 |
| Ethos Financial Group, LLC | Sell 100% | -$2.08M | $0 | 0.00% | Aug 7, 2026 |
| Heritage Family Offices, LLP | Added 59.05% | +$1.98M | $5.33M | 2.06% | Jul 29, 2026 |
| HFG Wealth Management, LLC | Reduce 38.70% | -$1.94M | $3.08M | 3.09% | Aug 13, 2026 |
| Elevate Capital Advisors, LLC | Added 474.55% | +$1.81M | $2.19M | 1.20% | Jul 31, 2026 |
| FFG Partners, LLC | New Buy | +$1.64M | $1.64M | 0.47% | Jul 9, 2026 |
| MML Investors Services, LLC | Added 25.81% | +$1.53M | $7.44M | 0.02% | Aug 7, 2026 |
| RFG Advisory, LLC | Sell 100% | -$1.31M | $0 | 0.00% | Jul 15, 2026 |
| Fielder Capital Group LLC | Reduce 45.36% | -$1.22M | $1.47M | 0.32% | Aug 6, 2026 |
| IMC-Chicago, LLC | Sell 100% | -$1.18M | $0 | 0.00% | Aug 6, 2026 |
| Apriem Advisors | Added 15.35% | +$1.14M | $8.57M | 0.74% | Aug 14, 2026 |
| Meitav Investment House Ltd | Added 32.28% | +$894K | $3.66M | 0.02% | Jul 20, 2026 |
| Werba Rubin Papier Wealth Management | Added 318.65% | +$892K | $1.17M | 0.14% | Jul 28, 2026 |
| VVR Holdings LLC | Added 24.29% | +$857K | $4.38M | 1.90% | Jul 15, 2026 |
| Axxcess Wealth Management, LLC | Reduce 75.73% | -$766K | $245K | 0.00% | Jul 28, 2026 |
| VestGen Advisors, LLC | Sell 100% | -$730K | $0 | 0.00% | Aug 11, 2026 |
| Exit Wealth Advisors, LLC. | Added 19.88% | +$696K | $4.2M | 1.91% | Aug 11, 2026 |
| Sentinel Trust Co Lba | New Buy | +$682K | $682K | 0.06% | Jul 13, 2026 |
| Kaleidoscope Capital LP | Added 4.25% | +$674K | $16.5M | 6.12% | Aug 11, 2026 |
| Weil Company, Inc. | Added 36.51% | +$618K | $2.31M | 0.41% | Aug 5, 2026 |
| Interchange Capital Partners, LLC | Added 166.07% | +$598K | $958K | 0.18% | Jul 20, 2026 |
| Landing Point Financial Group, LLC | Sell 100% | -$593K | $0 | 0.00% | Aug 6, 2026 |
| Flow Traders U.S. LLC | New Buy | +$556K | $556K | 0.02% | Aug 14, 2026 |
| &Partners | New Buy | +$551K | $551K | 0.00% | Aug 14, 2026 |
| Entrewealth, LLC | Sell 100% | -$521K | $0 | 0.00% | Aug 14, 2026 |
| Broadhurst Jeffrey B | New Buy | +$519K | $519K | 1.10% | Aug 12, 2026 |
| Finer Wealth Management, Inc. | Sell 100% | -$502K | $0 | 0.00% | Aug 3, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | Sell 100% | -$497K | $0 | 0.00% | Aug 7, 2026 |
| Tactive Advisors, LLC | Sell 100% | -$493K | $0 | 0.00% | Jul 9, 2026 |
| Monograph Wealth Advisors, LLC | Sell 100% | -$491K | $0 | 0.00% | Aug 14, 2026 |
| Carnegie Investment Counsel | Reduce 56.22% | -$486K | $379K | 0.01% | Jul 30, 2026 |
| Awm Capital, LLC | New Buy | +$476K | $476K | 0.04% | Jul 31, 2026 |
| Assetmark, Inc | Added 11.59% | +$469K | $4.51M | 0.01% | Jul 30, 2026 |
| 180 Wealth Advisors, LLC | New Buy | +$467K | $467K | 0.05% | Jul 7, 2026 |
| Fiduciary Alliance LLC | Sell 100% | -$453K | $0 | 0.00% | Jul 20, 2026 |
| Greenspring Advisors, LLC | Sell 100% | -$452K | $0 | 0.00% | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | Added 160.48% | +$445K | $722K | 0.05% | Aug 13, 2026 |
| Seldon Capital LP | Sell 100% | -$396K | $0 | 0.00% | Aug 14, 2026 |
| Cooper Financial Group | Added 63.57% | +$380K | $978K | 0.08% | Jul 8, 2026 |
| SteelPeak Wealth, LLC | Reduce 2.29% | -$356K | $15.2M | 0.39% | Jul 13, 2026 |
| Upper Left Wealth Management, LLC | Added 43.92% | +$343K | $1.12M | 0.62% | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 33.71% | -$342K | $673K | 0.00% | Jul 17, 2026 |
| Waterloo Capital, L.P. | Reduce 22.97% | -$341K | $1.14M | 0.06% | Jul 29, 2026 |
| Gallacher Capital Management LLC | Reduce 28.89% | -$339K | $834K | 0.47% | Jul 17, 2026 |
| Financial Security Advisor, Inc. | Added 9.88% | +$333K | $3.71M | 0.60% | Aug 11, 2026 |
| Three Magnolias Financial Advisors, LLC | New Buy | +$330K | $330K | 0.18% | Jul 31, 2026 |
| Foundation Wealth Management, LLC | Added 47.21% | +$323K | $1.01M | 0.60% | Jul 30, 2026 |
| Manhattan West Asset Management, LLC | New Buy | +$311K | $311K | 0.05% | Aug 11, 2026 |
| Cushing Capital Partners, LLC | Added 12.26% | +$301K | $2.76M | 1.90% | Jul 29, 2026 |
| Brand Asset Management Group, Inc. | Sell 100% | -$289K | $0 | 0.00% | Aug 12, 2026 |
| Atria Investments, Inc | New Buy | +$274K | $274K | 0.00% | Jul 28, 2026 |
| Van Hulzen Asset Management, LLC | Reduce 19.22% | -$274K | $1.15M | 0.08% | Aug 13, 2026 |
| Family Office Research LLC | New Buy | +$266K | $266K | 0.10% | Jul 27, 2026 |
| Convergence Financial, LLC | Added 100.00% | +$265K | $530K | 0.04% | Aug 5, 2026 |
| Fortem Financial Group, LLC | Sell 100% | -$263K | $0 | 0.00% | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | Sell 100% | -$260K | $0 | 0.00% | Aug 19, 2026 |
| KMG Fiduciary Partners, LLC | Sell 100% | -$252K | $0 | 0.00% | Jul 9, 2026 |
| Moneta Group Investment Advisors LLC | Sell 100% | -$250K | $0 | 0.00% | Aug 14, 2026 |
| Avondale Wealth Management | New Buy | +$249K | $249K | 0.10% | Jul 13, 2026 |
| Tme Financial, Inc. | New Buy | +$246K | $246K | 0.15% | Jul 23, 2026 |
| GK Wealth Management LLC | New Buy | +$228K | $228K | 0.12% | Jul 7, 2026 |
| Leverty Financial Group, LLC | Sell 100% | -$226K | $0 | 0.00% | Jul 10, 2026 |
| WorthPointe, LLC | Sell 100% | -$214K | $0 | 0.00% | Jul 31, 2026 |
| Blue Square Asset Management, LLC | Sell 100% | -$211K | $0 | 0.00% | Jul 14, 2026 |
| Aurora Private Wealth, Inc. | Sell 100% | -$210K | $0 | 0.00% | Jul 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | Sell 100% | -$210K | $0 | 0.00% | Aug 13, 2026 |
| Bison Wealth, LLC | Added 72.55% | +$210K | $499K | 0.05% | Jul 7, 2026 |
| Concurrent Investment Advisors, LLC | Added 77.32% | +$210K | $481K | 0.00% | Jul 27, 2026 |
| Balboa Wealth Partners | Added 15.86% | +$207K | $1.51M | 0.21% | Aug 10, 2026 |
| Formidable Asset Management, LLC | Sell 100% | -$206K | $0 | 0.00% | Jul 17, 2026 |
| HCR Wealth Advisors | Sell 100% | -$205K | $0 | 0.00% | Jul 13, 2026 |
| Moors & Cabot, Inc. | Reduce 4.64% | -$203K | $4.18M | 0.16% | Aug 10, 2026 |
| Summit Financial, LLC | Reduce 14.95% | -$202K | $1.15M | 0.01% | Aug 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Sell 100% | -$202K | $0 | 0.00% | Jul 17, 2026 |
| Ascension Capital Advisors, Inc. | Added 5.49% | +$196K | $3.75M | 1.05% | Jul 28, 2026 |
| EagleClaw Capital Managment, LLC | Added 2.29% | +$187K | $8.33M | 1.12% | Aug 10, 2026 |
| Pekin Hardy Strauss, Inc. | Added 19.43% | +$185K | $1.14M | 0.10% | Jul 30, 2026 |
| Independent Advisor Alliance | Added 52.55% | +$156K | $454K | 0.01% | Aug 12, 2026 |
| Matauro, LLC | Added 3.57% | +$153K | $4.43M | 0.59% | Jul 21, 2026 |
| R. W. Roge & Company, Inc. | Added 7.20% | +$152K | $2.26M | 0.95% | Aug 3, 2026 |
| Lido Advisors, LLC | Added 14.80% | +$149K | $1.15M | 0.00% | Aug 7, 2026 |
| Seal Cove Capital, LLC | Sell 100% | -$147K | $0 | 0.00% | Aug 14, 2026 |
| Richardson Capital Management LLC | Added 81.65% | +$145K | $323K | 0.14% | Jul 17, 2026 |
| Reliant Wealth Planning | Added 3.02% | +$142K | $4.83M | 1.33% | Aug 7, 2026 |
| TigerOak Management, L.L.C. | Reduce 11.30% | -$141K | $1.11M | 0.31% | Aug 11, 2026 |
| RHS Financial, LLC | Reduce 17.04% | -$130K | $632K | 0.25% | Aug 7, 2026 |
| Stonebrook Private Inc. | Added 2.95% | +$115K | $4M | 0.73% | Aug 14, 2026 |
| Citrine Capital LLC | Reduce 22.84% | -$114K | $387K | 0.14% | Jul 23, 2026 |
| Savvy Advisors, Inc. | Added 18.72% | +$110K | $701K | 0.01% | Aug 3, 2026 |
| 3EDGE Asset Management, LP | Reduce 30.79% | -$104K | $234K | 0.01% | Jul 27, 2026 |
