| Sentinel Trust Co Lba | Added 52.33% | +$9.96M | $29M | 2.57% | Jul 13, 2026 |
| MacKay Shields LLC | Added 25.65% | +$9.14M | $44.8M | 1.50% | Jul 28, 2026 |
| Narwhal Capital Management | Sell 100% | -$8.11M | $0 | 0.00% | Jul 24, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 26.90% | +$3.78M | $17.8M | 0.51% | Jul 8, 2026 |
| 1607 Capital Partners, LLC | Reduce 25.49% | -$2.23M | $6.53M | 0.57% | Aug 14, 2026 |
| Matisse Capital | Sell 100% | -$1.85M | $0 | 0.00% | Aug 12, 2026 |
| City of London Investment Management Co Ltd | Reduce 7.86% | -$967K | $11.3M | 0.68% | Jul 31, 2026 |
| Independent Advisor Alliance | Sell 100% | -$724K | $0 | 0.00% | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$701K | $701K | 0.01% | Aug 11, 2026 |
| Cohen & Steers, Inc. | Added 27.96% | +$591K | $2.71M | 0.00% | Aug 14, 2026 |
| Beverly Hills Private Wealth, LLC | Added 11.07% | +$574K | $5.76M | 1.10% | Aug 7, 2026 |
| Readystate Asset Management LP | New Buy | +$538K | $538K | 0.02% | Aug 14, 2026 |
| Fiera Capital Corp | Added 51.06% | +$515K | $1.52M | 0.01% | Aug 7, 2026 |
| Gridiron Partners, LLC | Reduce 32.23% | -$494K | $1.04M | 0.55% | Aug 5, 2026 |
| Van Eck Associates Corp | Added 3.50% | +$391K | $11.6M | 0.01% | Aug 14, 2026 |
| LexAurum Advisors, LLC | Sell 100% | -$388K | $0 | 0.00% | Jul 15, 2026 |
| 49 Wealth Management, LLC | New Buy | +$280K | $280K | 0.05% | Aug 18, 2026 |
| Alongside, LLC | New Buy | +$280K | $280K | 0.05% | Aug 14, 2026 |
| Kestra Private Wealth Services, LLC | New Buy | +$280K | $280K | 0.00% | Jul 28, 2026 |
| Ackerman Capital Advisors, LLC | New Buy | +$266K | $266K | 0.05% | Jul 30, 2026 |
| Summit Financial, LLC | New Buy | +$228K | $228K | 0.00% | Aug 12, 2026 |
| Summit Trail Advisors, LLC | Added 46.85% | +$211K | $661K | 0.01% | Aug 11, 2026 |
| Oppenheimer & Co Inc | Reduce 22.21% | -$209K | $733K | 0.01% | Aug 3, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 15.38% | +$172K | $1.29M | 0.40% | Aug 10, 2026 |
| Baird Financial Group, Inc. | Added 12.71% | +$156K | $1.38M | 0.00% | Aug 12, 2026 |
| Petra Financial Advisors Inc | Added 11.82% | +$153K | $1.45M | 0.67% | Jul 24, 2026 |
| Waterfront Wealth Inc. | Reduce 6.44% | -$145K | $2.11M | 0.33% | Jul 30, 2026 |
| Park Avenue Securities LLC | Reduce 7.30% | -$138K | $1.75M | 0.01% | Jul 20, 2026 |
| Hara Capital LLC | Reduce 4.90% | -$134K | $2.61M | 1.38% | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | Reduce 2.39% | -$107K | $4.35M | 0.86% | Jul 24, 2026 |
| Covenant Asset Management, LLC | Reduce 23.80% | -$100K | $321K | 0.05% | Jul 20, 2026 |
| Integrated Capital Management, Inc. | Reduce 23.57% | -$98.3K | $319K | 0.22% | Jul 7, 2026 |
| Oder Investment Management, LLC | Added 9.26% | +$90.9K | $1.07M | 0.72% | Aug 11, 2026 |
| Avise Financial Cooperative, Inc. | Added 17.88% | +$79.9K | $527K | 0.37% | Aug 6, 2026 |
| Amplius Wealth Advisors, LLC | Reduce 3.13% | -$73.6K | $2.28M | 0.17% | Jul 17, 2026 |
| Evolve Private Wealth, LLC | Reduce 7.32% | -$57K | $721K | 0.04% | Aug 12, 2026 |
| Cary Street Partners Financial LLC | Added 14.70% | +$45.3K | $353K | 0.01% | Jul 17, 2026 |
| Pinnacle Associates Ltd | Reduce 3.80% | -$44.9K | $1.14M | 0.01% | Aug 3, 2026 |
| Scarborough Advisors, LLC | Reduce 0.87% | -$23.8K | $2.72M | 0.31% | Jul 21, 2026 |
| MML Investors Services, LLC | Added 4.55% | +$11.9K | $274K | 0.00% | Aug 7, 2026 |
| &Partners | Added 1.85% | +$10.5K | $576K | 0.00% | Aug 14, 2026 |
| Tamar Securities, LLC | Reduce 3.59% | -$9.1K | $245K | 0.02% | Aug 5, 2026 |
| IFG Advisory, LLC | New Buy | +$8.76K | $8.76K | 0.00% | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | Reduce 0.96% | -$5.21K | $538K | 0.53% | Jul 27, 2026 |
| Noble Wealth Management PBC | Reduce 5.19% | -$4.55K | $83.1K | 0.04% | Jul 1, 2026 |
| GHP Investment Advisors, Inc. | Sell 100% | -$4.54K | $0 | 0.00% | Jul 20, 2026 |
| Eldridge Investment Advisors, Inc. | Reduce 0.14% | -$3.5K | $2.44M | 0.48% | Aug 10, 2026 |
| Andrew Hill Investment Advisors, Inc. | Reduce 0.58% | -$3.41K | $585K | 0.43% | Jul 15, 2026 |
| Elgethun Capital Management | Added 0.10% | +$3K | $3.12M | 0.44% | Jul 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | Added 0.61% | +$2.12K | $350K | 0.05% | Jul 14, 2026 |
| Avior Wealth Management, LLC | Added 0.46% | +$1.66K | $360K | 0.01% | Jul 7, 2026 |
| Magnus Financial Group LLC | Added 0.18% | +$887 | $488K | 0.03% | Jul 9, 2026 |
| Tyche Wealth Partners LLC | Added 0.19% | +$501 | $265K | 0.04% | Aug 6, 2026 |
| Aviance Capital Partners, LLC | Reduce 0.08% | -$409 | $530K | 0.06% | Jul 31, 2026 |
| Melfa Wealth Management, Inc. | Added 0.07% | +$182 | $261K | 0.14% | Jul 24, 2026 |
| Bessemer Group Inc | Added 0.13% | +$23 | $17K | 0.00% | Aug 12, 2026 |
