| Thomas J. Herzfeld Advisors, Inc. | New Buy | +$2.51M | $2.51M | 0.77% | Aug 10, 2026 |
| Emissary Wealth LLC | Reduce 52.22% | -$1.49M | $1.37M | 1.04% | Jul 28, 2026 |
| D.A. Davidson & Co. | Added 27.48% | +$1.08M | $4.99M | 0.03% | Jul 24, 2026 |
| Readystate Asset Management LP | Sell 100% | -$1.02M | $0 | 0.00% | Aug 14, 2026 |
| Riverbridge Partners LLC | New Buy | +$952K | $952K | 0.03% | Jul 13, 2026 |
| Guggenheim Capital LLC | Reduce 3.47% | -$681K | $18.9M | 0.12% | Aug 12, 2026 |
| Shaker Financial Services, LLC | Reduce 82.73% | -$644K | $134K | 0.04% | Jul 15, 2026 |
| Capital Investment Advisors, LLC | Reduce 8.31% | -$619K | $6.83M | 0.09% | Aug 6, 2026 |
| Rareview Capital LLC | Added 14.21% | +$571K | $4.59M | 2.57% | Jul 23, 2026 |
| Logan Stone Capital, LLC | Sell 100% | -$515K | $0 | 0.00% | Aug 14, 2026 |
| Sit Investment Associates Inc | Added 0.71% | +$503K | $71.4M | 1.35% | Aug 12, 2026 |
| IMC-Chicago, LLC | New Buy | +$425K | $425K | 0.00% | Aug 6, 2026 |
| WealthShield Partners, LLC | Sell 100% | -$415K | $0 | 0.00% | Aug 12, 2026 |
| 1607 Capital Partners, LLC | Reduce 40.87% | -$380K | $550K | 0.05% | Aug 14, 2026 |
| Diesslin Group, Inc. | Sell 100% | -$353K | $0 | 0.00% | Jul 2, 2026 |
| Choreo, LLC | Added 105.63% | +$339K | $661K | 0.01% | Aug 4, 2026 |
| Cary Street Partners Financial LLC | Added 7.64% | +$235K | $3.32M | 0.07% | Jul 17, 2026 |
| Dividend Assets Capital, LLC | New Buy | +$204K | $204K | 0.04% | Aug 12, 2026 |
| Noble Wealth Management PBC | Added 54.36% | +$189K | $537K | 0.24% | Jul 1, 2026 |
| First Trust Advisors LP | Added 6.76% | +$145K | $2.29M | 0.00% | Aug 11, 2026 |
| Kovack Advisors, Inc. | New Buy | +$136K | $136K | 0.01% | Jul 29, 2026 |
| Edgemoor Investment Advisors, Inc. | Reduce 4.89% | -$129K | $2.51M | 0.17% | Aug 7, 2026 |
| Integrity Advisory Solutions, LLC | Sell 100% | -$123K | $0 | 0.00% | Jul 31, 2026 |
| Elm3 Financial Group, LLC | Sell 100% | -$115K | $0 | 0.00% | Jul 29, 2026 |
| Evolve Private Wealth, LLC | Sell 100% | -$113K | $0 | 0.00% | Aug 12, 2026 |
| SHP Wealth Management | New Buy | +$107K | $107K | 0.01% | Aug 11, 2026 |
| Waterfront Wealth Inc. | Added 5.21% | +$61.9K | $1.25M | 0.19% | Jul 30, 2026 |
| Bartlett & Co. Wealth Management LLC | New Buy | +$61.3K | $61.3K | 0.00% | Jul 24, 2026 |
| Nwam LLC | Reduce 27.09% | -$53.3K | $144K | 0.01% | Jul 23, 2026 |
| Principal Securities, Inc. | Reduce 6.55% | -$46.1K | $658K | 0.01% | Aug 4, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$40.9K | $0 | 0.00% | Jul 20, 2026 |
| Nomura Holdings Inc | Reduce 13.04% | -$30.7K | $204K | 0.00% | Aug 14, 2026 |
| Smith Asset Management Co., LLC | Reduce 1.07% | -$30.1K | $2.79M | 2.20% | Jul 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 3.55% | -$29.6K | $804K | 0.01% | Aug 14, 2026 |
| Ibex Wealth Advisors | Reduce 2.35% | -$26.1K | $1.08M | 0.09% | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 7.56% | -$24.9K | $305K | 0.00% | Jul 27, 2026 |
| Park Edge Advisors, LLC | Added 10.06% | +$23K | $251K | 0.05% | Jul 13, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$22K | $22K | 0.00% | Jul 28, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 2.57% | -$21.5K | $812K | 0.02% | Aug 12, 2026 |
| Kestra Private Wealth Services, LLC | Added 13.34% | +$18.8K | $160K | 0.00% | Jul 28, 2026 |
| Mueller Wealth, LLC | Added 7.01% | +$14.5K | $221K | 0.15% | Aug 3, 2026 |
| &Partners | Reduce 10.00% | -$14K | $126K | 0.00% | Aug 14, 2026 |
| Ellis Investment Partners, LLC | Reduce 3.35% | -$10.6K | $306K | 0.05% | Aug 5, 2026 |
| Fell Capital Management | Reduce 1.23% | -$10.2K | $819K | 0.69% | Jul 24, 2026 |
| Mezzasalma Advisors, LLC | Reduce 2.62% | -$9.87K | $366K | 0.07% | Aug 10, 2026 |
| Evergreen Capital Management LLC | Added 3.81% | +$8.94K | $244K | 0.00% | Jul 23, 2026 |
| Uncommon Cents Investing LLC | Added 1.36% | +$6.47K | $483K | 0.10% | Jul 20, 2026 |
| MML Investors Services, LLC | Reduce 2.57% | -$6.3K | $239K | 0.00% | Aug 7, 2026 |
| Bessemer Group Inc | New Buy | +$6K | $6K | 0.00% | Aug 12, 2026 |
| Caldwell Trust Co | Reduce 49.95% | -$5.36K | $5.37K | 0.00% | Aug 3, 2026 |
| Closed-End Fund Advisors, Inc. | Added 1.42% | +$4.6K | $327K | 0.32% | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 4.03% | +$4.51K | $116K | 0.01% | Aug 7, 2026 |
| Accredited Investor Services, LLC | Added 3.13% | +$3.68K | $121K | 0.07% | Aug 5, 2026 |
| Spire Wealth Management | Sell 100% | -$2.86K | $0 | 0.00% | Jul 15, 2026 |
| Shulman DeMeo Asset Management LLC | Reduce 0.51% | -$2.66K | $514K | 0.10% | Jul 8, 2026 |
| WPG Advisers, LLC | Added 4.13% | +$2.64K | $66.5K | 0.04% | Aug 6, 2026 |
| Signature Equity Partners, LLC | Sell 100% | -$2.02K | $0 | 0.00% | Jul 30, 2026 |
| Axiom Investment Management LLC | Reduce 14.76% | -$1.77K | $10.2K | 0.01% | Jul 31, 2026 |
| MRA Advisory Group | Added 1.15% | +$1.54K | $135K | 0.05% | Jul 8, 2026 |
| Park Avenue Securities LLC | Added 0.80% | +$1.22K | $154K | 0.00% | Jul 20, 2026 |
| Alteri Wealth LLC | Added 0.21% | +$1.12K | $534K | 0.15% | Jul 29, 2026 |
| Key Capital Management, INC | New Buy | +$1.12K | $1.12K | 0.00% | Jul 28, 2026 |
| SMH Capital Advisors Inc | Added 0.48% | +$1.09K | $227K | 0.89% | Aug 13, 2026 |
| CENTRAL TRUST Co | New Buy | +$1.02K | $1.02K | 0.00% | Jul 31, 2026 |
| E&G Advisors, LLC | Reduce 0.72% | -$1.02K | $141K | 0.03% | Jul 23, 2026 |
| Prospera Financial Services Inc | Added 0.58% | +$889 | $154K | 0.00% | Jul 15, 2026 |
| Wedbush Securities Inc | Added 0.55% | +$632 | $116K | 0.00% | Jul 28, 2026 |
| Creekside Partners | Added 0.24% | +$470 | $198K | 0.07% | Jul 31, 2026 |
| Hamrick Investment Counsel, llc | Sell 100% | -$355 | $0 | 0.00% | Aug 13, 2026 |
| Pacifica Partners Inc. | Added 2.50% | +$277 | $11.3K | 0.00% | Jul 13, 2026 |
| Oppenheimer & Co Inc | Added 0.05% | +$61 | $136K | 0.00% | Aug 3, 2026 |
