| Citizens Financial Group Inc | Added 461.93% | +$11.9M | $14.5M | 0.17% | Aug 7, 2026 |
| Apella Capital, LLC | Reduce 85.97% | -$2.63M | $430K | 0.01% | Jul 8, 2026 |
| Precision Wealth Strategies, LLC | New Buy | +$2.46M | $2.46M | 0.74% | Aug 10, 2026 |
| Bailard, Inc. | Added 490.95% | +$2.43M | $2.92M | 0.06% | Jul 30, 2026 |
| First American Trust, FSB | Added 74.33% | +$2.24M | $5.25M | 0.32% | Aug 10, 2026 |
| HUB Investment Partners, LLC | Added 582.79% | +$2.11M | $2.47M | 0.04% | Jul 31, 2026 |
| Wrapmanager Inc | New Buy | +$1.49M | $1.49M | 0.47% | Aug 5, 2026 |
| Stratos Wealth Partners, LTD. | New Buy | +$1.45M | $1.45M | 0.01% | Aug 11, 2026 |
| Kera Capital Partners, Inc. | New Buy | +$1.19M | $1.19M | 0.11% | Aug 14, 2026 |
| Savvy Advisors, Inc. | Reduce 62.53% | -$1M | $601K | 0.01% | Aug 3, 2026 |
| Elmwood Wealth Management, Inc. | Added 8.34% | +$894K | $11.6M | 2.90% | Jul 8, 2026 |
| Sweeney & Michel, LLC | Added 26.02% | +$877K | $4.25M | 1.12% | Aug 11, 2026 |
| M. Kulyk & Associates, LLC | Added 101.92% | +$769K | $1.52M | 0.25% | Aug 7, 2026 |
| Axxcess Wealth Management, LLC | Reduce 41.18% | -$732K | $1.05M | 0.02% | Jul 28, 2026 |
| Composition Wealth, LLC | Reduce 17.74% | -$724K | $3.36M | 0.04% | Jul 22, 2026 |
| Independent Advisor Alliance | Sell 100% | -$716K | $0 | 0.00% | Aug 12, 2026 |
| Financial Management Network Inc | Added 39.81% | +$618K | $2.17M | 0.31% | Aug 6, 2026 |
| Atlas Private Wealth Advisors | Added 50.51% | +$561K | $1.67M | 0.37% | Jul 28, 2026 |
| Valmark Advisers, Inc. | Added 57.18% | +$560K | $1.54M | 0.02% | Aug 6, 2026 |
| WESPAC Advisors SoCal, LLC | Reduce 52.14% | -$545K | $501K | 0.09% | Jul 16, 2026 |
| Pasadena Private Wealth, LLC | Added 31.90% | +$522K | $2.16M | 0.27% | Aug 11, 2026 |
| Flatrock Wealth Partners LLC | New Buy | +$472K | $472K | 0.19% | Aug 14, 2026 |
| Shum Financial Group, Inc. | New Buy | +$434K | $434K | 0.26% | Jul 22, 2026 |
| Kingswood Wealth Advisors, LLC | New Buy | +$430K | $430K | 0.02% | Jul 27, 2026 |
| TriaGen Wealth Management LLC | Added 35.17% | +$408K | $1.57M | 0.39% | Jul 21, 2026 |
| Seeds Investor LLC | New Buy | +$390K | $390K | 0.04% | Aug 12, 2026 |
| Vance Wealth, LLC | New Buy | +$380K | $380K | 0.09% | Aug 14, 2026 |
| DeLarme Wealth Management, Inc. | Added 8.12% | +$366K | $4.87M | 2.82% | Aug 10, 2026 |
| Tortuga Wealth Management, Inc | Added 86.06% | +$354K | $766K | 0.58% | Jul 31, 2026 |
| Basso Capital Management, L.P. | New Buy | +$345K | $345K | 0.07% | Jul 27, 2026 |
| Old Mission Capital LLC | Sell 100% | -$310K | $0 | 0.00% | Aug 14, 2026 |
| FLC Capital Advisors | Added 33.94% | +$307K | $1.21M | 0.20% | Jul 20, 2026 |
| Abound Financial, LLC | New Buy | +$253K | $253K | 0.10% | Aug 14, 2026 |
| Meritas Wealth Management, LLC | New Buy | +$251K | $251K | 0.10% | Jul 21, 2026 |
| NDWM LLC | Added 5.90% | +$250K | $4.49M | 2.64% | Jul 23, 2026 |
| Betterment LLC | New Buy | +$240K | $240K | 0.00% | Aug 14, 2026 |
| Diversified Portfolios, Inc. | Added 42.93% | +$239K | $797K | 0.06% | Aug 4, 2026 |
| Trilogy Capital Inc. | New Buy | +$228K | $228K | 0.01% | Jul 6, 2026 |
| KWB Wealth | Added 20.59% | +$222K | $1.3M | 0.11% | Jul 10, 2026 |
| Members Wealth LLC | Added 19.82% | +$199K | $1.2M | 0.66% | Jul 9, 2026 |
| Richard P Slaughter Associates Inc | Reduce 22.60% | -$168K | $576K | 0.11% | Jul 13, 2026 |
| Ariadne Wealth Management, LP | Reduce 18.82% | -$151K | $653K | 0.29% | Aug 13, 2026 |
| Selby Wealth Management, LLC | Added 32.59% | +$137K | $556K | 0.20% | Jul 9, 2026 |
| Stone Summit Wealth LLC | Reduce 28.93% | -$101K | $248K | 0.06% | Jul 23, 2026 |
| Kanawha Capital Management LLC | Added 8.33% | +$101K | $1.31M | 0.09% | Jul 28, 2026 |
| Mutual Advisors, LLC | Added 11.29% | +$86.1K | $848K | 0.02% | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | Added 9568.75% | +$77.4K | $78.2K | 0.00% | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | Added 6.92% | +$68.4K | $1.06M | 0.07% | Aug 14, 2026 |
| Bristlecone Value Partners, LLC | Added 16.97% | +$67K | $461K | 0.37% | Aug 14, 2026 |
| Chatterton & Associates Inc. | Added 19.54% | +$65.7K | $402K | 0.24% | Jul 14, 2026 |
| Perigon Wealth Management, LLC | Reduce 5.14% | -$63.2K | $1.16M | 0.02% | Aug 7, 2026 |
| Sound Portfolio Advisors, LLC | Reduce 9.36% | -$60.1K | $582K | 0.41% | Aug 6, 2026 |
| GC Wealth Management RIA, LLC | Added 23.68% | +$57.3K | $299K | 0.02% | Jul 16, 2026 |
| Fairview Capital Investment Management, LLC | Added 6.25% | +$50.5K | $859K | 0.05% | Aug 14, 2026 |
| Weaver Consulting Group | Added 8.42% | +$40.4K | $521K | 0.11% | Jul 29, 2026 |
| Rwa Wealth Partners, LLC | Reduce 8.86% | -$40.1K | $412K | 0.00% | Aug 7, 2026 |
| Ehrlich Financial Group | Reduce 8.08% | -$28.2K | $321K | 0.17% | Jul 9, 2026 |
| Ballast Advisors LLC | Sell 100% | -$24.5K | $0 | 0.00% | Aug 12, 2026 |
| V2 Financial group LLC | Added 3.64% | +$18.2K | $518K | 0.19% | Aug 11, 2026 |
| Bridgewater Advisors Inc. | Added 5.44% | +$11K | $212K | 0.01% | Aug 5, 2026 |
| 3 Factor Indexing, LLC | Reduce 1.44% | -$5K | $343K | 0.29% | Jul 8, 2026 |
| Client First Capital LLC | Added 0.94% | +$3.94K | $422K | 0.17% | Jul 13, 2026 |
| Bell Investment Advisors, Inc | Added 0.63% | +$2.78K | $443K | 0.07% | Aug 7, 2026 |
| River'S Edge Wealth Management, LLC | Added 0.63% | +$1.31K | $209K | 0.18% | Jul 16, 2026 |
