| GGM Financial LLC | Reduce 99.95% | -$28.9M | $15.6K | 0.01% | Jul 23, 2026 |
| Quadcap Wealth Management, LLC | New Buy | +$10.5M | $10.5M | 1.02% | Jul 31, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$2.95M | $2.95M | 0.05% | Jul 28, 2026 |
| Capital Analysts, LLC | New Buy | +$2.53M | $2.53M | 0.06% | Aug 5, 2026 |
| Independent Financial Group, LLC | Added 345.43% | +$1.96M | $2.53M | 0.05% | Jul 15, 2026 |
| LifeWealth Investments, LLC | Added 10.22% | +$1.81M | $19.6M | 5.23% | Jul 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 48.25% | -$1.67M | $1.79M | 0.18% | Jul 16, 2026 |
| Andina Capital Management, LLC | Reduce 75.43% | -$1.67M | $544K | 0.88% | Aug 5, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$1.64M | $1.64M | 0.03% | Aug 10, 2026 |
| SeaCrest Wealth Management, LLC | Sell 100% | -$1.55M | $0 | 0.00% | Jul 9, 2026 |
| Summit Financial, LLC | New Buy | +$1.2M | $1.2M | 0.01% | Aug 12, 2026 |
| Collaborative Wealth Managment Inc. | Added 5.94% | +$1.18M | $21M | 8.82% | Aug 5, 2026 |
| Holos Integrated Wealth LLC | Added 6.77% | +$1.16M | $18.3M | 8.55% | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 34.49% | -$1.12M | $2.13M | 0.02% | Aug 11, 2026 |
| MML Investors Services, LLC | Added 23.85% | +$1.11M | $5.77M | 0.01% | Aug 7, 2026 |
| Old Mission Capital LLC | Sell 100% | -$821K | $0 | 0.00% | Aug 14, 2026 |
| Benjamin Edwards Inc | New Buy | +$801K | $801K | 0.01% | Jul 24, 2026 |
| Mutual Advisors, LLC | Added 6.24% | +$763K | $13M | 0.24% | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | Added 2.69% | +$739K | $28.2M | 0.34% | Aug 19, 2026 |
| Brookstone Capital Management | Reduce 51.34% | -$732K | $694K | 0.01% | Jul 15, 2026 |
| Atria Investments, Inc | Reduce 71.30% | -$704K | $283K | 0.00% | Jul 28, 2026 |
| Keeler Thomas Management LLC | New Buy | +$682K | $682K | 0.24% | Jul 30, 2026 |
| Prasad Wealth Partners, LLC | Added 3.11% | +$652K | $21.6M | 5.21% | Jul 29, 2026 |
| Garden State Investment Advisory Services LLC | Reduce 9.56% | -$494K | $4.68M | 0.85% | Aug 11, 2026 |
| Maripau Wealth Management LLC | Added 50.85% | +$452K | $1.34M | 0.48% | Aug 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | Reduce 7.53% | -$435K | $5.34M | 0.09% | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | Added 43.05% | +$429K | $1.42M | 0.07% | Aug 4, 2026 |
| DAVENPORT & Co LLC | New Buy | +$420K | $420K | 0.00% | Jul 13, 2026 |
| Caliber Wealth Management, LLC / KS | Added 6.66% | +$401K | $6.43M | 0.62% | Jul 22, 2026 |
| Triton Financial Group Inc | Reduce 52.61% | -$358K | $323K | 0.19% | Aug 17, 2026 |
| Buska Wealth Management, LLC | Added 3.12% | +$314K | $10.4M | 3.74% | Jul 10, 2026 |
| MTM Financial Group, LLC | Added 2.36% | +$299K | $12.9M | 5.55% | Jul 27, 2026 |
| Channel Wealth LLC | Sell 100% | -$287K | $0 | 0.00% | Aug 4, 2026 |
| City Center Advisors, LLC | Added 16.31% | +$273K | $1.95M | 1.58% | Jul 7, 2026 |
| Gateway Wealth Partners, LLC | Sell 100% | -$266K | $0 | 0.00% | Aug 4, 2026 |
| Soltis Investment Advisors LLC | Reduce 13.44% | -$265K | $1.71M | 0.10% | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | New Buy | +$251K | $251K | 0.01% | Jul 27, 2026 |
| Core Wealth Advisors, Inc. | Added 4.43% | +$246K | $5.8M | 1.17% | Aug 11, 2026 |
| Nicholson Meyer Capital Management, Inc. | Reduce 28.83% | -$239K | $589K | 0.39% | Jul 21, 2026 |
| Bedel Financial Consulting, Inc. | Added 89.67% | +$229K | $484K | 0.05% | Jul 29, 2026 |
| Rothschild Wealth LLC | Sell 100% | -$226K | $0 | 0.00% | Aug 11, 2026 |
| Arlington Capital Management, Inc. | New Buy | +$219K | $219K | 0.14% | Jul 24, 2026 |
| Beacon Financial Advisory LLC | Added 24.20% | +$216K | $1.11M | 0.22% | Aug 5, 2026 |
| Glen Eagle Advisors, LLC | Reduce 7.61% | -$214K | $2.6M | 0.33% | Aug 14, 2026 |
| Applied Capital LLC | Added 20.78% | +$195K | $1.13M | 0.37% | Jul 21, 2026 |
| Seros Financial, LLC | Added 4.04% | +$195K | $5.02M | 2.62% | Aug 13, 2026 |
| TopTier Wealth Management, LLC | Reduce 17.40% | -$176K | $834K | 0.50% | Jul 14, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | Added 7.09% | +$165K | $2.49M | 0.66% | Jul 15, 2026 |
| Bluedoor Private Wealth, LLC | Added 18.05% | +$149K | $975K | 0.41% | Jul 16, 2026 |
| Financial Network Wealth Advisors LLC | Reduce 6.86% | -$140K | $1.9M | 1.93% | Jul 29, 2026 |
| SageView Advisory Group, LLC | Reduce 14.31% | -$138K | $826K | 0.03% | Aug 10, 2026 |
| Vestia Personal Wealth Advisors | Reduce 7.69% | -$137K | $1.64M | 0.64% | Aug 10, 2026 |
| Tradition Wealth Management, LLC | Added 15.63% | +$135K | $1M | 0.06% | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | Reduce 35.65% | -$133K | $240K | 0.00% | Jul 28, 2026 |
| Principal Securities, Inc. | Added 5.28% | +$122K | $2.44M | 0.03% | Aug 4, 2026 |
| Concurrent Investment Advisors, LLC | Added 6.23% | +$111K | $1.89M | 0.02% | Jul 27, 2026 |
| Webster Bank, N. A. | Reduce 22.55% | -$106K | $364K | 0.03% | Jul 20, 2026 |
| Bernard Wealth Management Corp. | Added 77.69% | +$105K | $241K | 0.09% | Aug 21, 2026 |
| Columbia Advisory Partners LLC | Added 2.64% | +$104K | $4.05M | 2.24% | Jul 23, 2026 |
| GWN Securities Inc. | Added 1.49% | +$103K | $7.03M | 1.17% | Aug 5, 2026 |
| Ofc Financial Planning, LLC | Reduce 8.03% | -$98.9K | $1.13M | 1.01% | Aug 5, 2026 |
| Ameriflex Group, Inc. | New Buy | +$91.1K | $91.1K | 0.04% | Aug 14, 2026 |
| Advisor Resource Council | Reduce 16.93% | -$83.5K | $410K | 0.12% | Jul 28, 2026 |
| Prospera Financial Services Inc | Added 7.95% | +$78.2K | $1.06M | 0.02% | Jul 15, 2026 |
| Benson Wealth Management INC | Reduce 34.81% | -$65.8K | $123K | 0.12% | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | Reduce 13.59% | -$65K | $413K | 0.03% | Jul 28, 2026 |
| Southern Capital Advisors, LLC | Added 9.98% | +$64.4K | $710K | 0.30% | Jul 14, 2026 |
| Dunhill Financial, LLC | Reduce 96.15% | -$63.1K | $2.53K | 0.00% | Aug 7, 2026 |
| KFG Wealth Management, LLC | Added 0.64% | +$46.6K | $7.33M | 0.83% | Jul 22, 2026 |
| Money Concepts Capital Corp | Added 9.21% | +$40.8K | $484K | 0.02% | Aug 4, 2026 |
| Milestone Asset Management, LLC | Reduce 1.71% | -$40.4K | $2.31M | 0.36% | Jul 15, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$39.5K | $39.5K | 0.02% | Aug 13, 2026 |
| Wisconsin Wealth Advisors, LLC | Added 2.44% | +$35.5K | $1.49M | 1.28% | Jul 7, 2026 |
| JDM Financial Group LLC | Added 1.57% | +$33.4K | $2.16M | 0.74% | Aug 18, 2026 |
| Chapman Financial Group, LLC | Added 4.54% | +$29K | $668K | 0.44% | Aug 5, 2026 |
| Orion Capital Management LLC | New Buy | +$25.2K | $25.2K | 0.01% | Aug 18, 2026 |
| World Investment Advisors | Added 0.30% | +$24.3K | $8.03M | 0.13% | Aug 14, 2026 |
| VestGen Advisors, LLC | Added 7.88% | +$17.4K | $239K | 0.01% | Aug 11, 2026 |
| Planwiser Financial, LLC | Added 0.78% | +$15.6K | $2.02M | 1.41% | Aug 7, 2026 |
| Sound View Wealth Advisors Group, LLC | Reduce 0.97% | -$14.4K | $1.47M | 0.09% | Aug 11, 2026 |
| Sovran Advisors, LLC | Added 1.98% | +$13.4K | $688K | 0.05% | Jul 30, 2026 |
| COFG Advisors, LLC | Added 3.10% | +$10.5K | $350K | 0.06% | Aug 14, 2026 |
| Integral Investment Advisors, Inc. | Reduce 1.97% | -$10.3K | $511K | 0.11% | Jul 7, 2026 |
| Hazlett, Burt & Watson, Inc. | Reduce 0.53% | -$7.69K | $1.43M | 0.38% | Jul 30, 2026 |
| Founders Financial Securities LLC | Reduce 1.30% | -$7.48K | $567K | 0.03% | Jul 31, 2026 |
| Red Crane Wealth Management, LLC | Reduce 1.22% | -$3.69K | $299K | 0.22% | Jul 29, 2026 |
| Diversify Wealth Management, LLC | Reduce 0.21% | -$3.48K | $1.64M | 0.03% | Jul 30, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 1.07% | +$2.69K | $254K | 0.01% | Jul 23, 2026 |
| Focus Financial Network, Inc. | Added 0.10% | +$2.37K | $2.27M | 0.07% | Jul 9, 2026 |
| Gleason Group, Inc. | New Buy | +$1.11K | $1.11K | 0.00% | Jul 13, 2026 |
| Diligent Investors, LLC | Added 0.01% | +$316 | $2.19M | 0.49% | Jul 24, 2026 |
| Foundations Investment Advisors, LLC | Added 0.07% | +$158 | $228K | 0.00% | Aug 14, 2026 |
| Colonial Trust Co / SC | Reduce 1.65% | -$105 | $6.27K | 0.00% | Aug 11, 2026 |
