| Stonehearth Capital Management, LLC | Sell 100% | -$7.36M | $0 | 0.00% | Jul 7, 2026 |
| Peregrine Asset Advisers, Inc. | Sell 100% | -$5.54M | $0 | 0.00% | Aug 10, 2026 |
| Croban | Reduce 88.61% | -$4.75M | $611K | 0.27% | Aug 3, 2026 |
| Ironwood Wealth Management, LLC. | Added 91.14% | +$4.18M | $8.76M | 1.94% | Jul 30, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$2.79M | $0 | 0.00% | Aug 14, 2026 |
| Global Endowment Management, LP | Added 28.18% | +$2.45M | $11.1M | 1.13% | Aug 14, 2026 |
| Fsa Wealth Partners, Inc. | Sell 100% | -$1.76M | $0 | 0.00% | Aug 3, 2026 |
| Camelot Technology Advisors, Inc. | Added 464.19% | +$1.4M | $1.71M | 1.15% | Jul 10, 2026 |
| Fullerton Fund Management Co Ltd. | Sell 100% | -$1.23M | $0 | 0.00% | Aug 14, 2026 |
| Blueprint Investment Partners LLC | Sell 100% | -$1.18M | $0 | 0.00% | Aug 4, 2026 |
| Lansing Street Advisors | Sell 100% | -$1.17M | $0 | 0.00% | Jul 24, 2026 |
| Ethos Financial Group, LLC | Reduce 37.31% | -$1.12M | $1.87M | 0.13% | Aug 7, 2026 |
| Topel & Distasi Wealth Management, LLC | Sell 100% | -$888K | $0 | 0.00% | Aug 7, 2026 |
| JTC Employer Solutions Trustee Ltd | Sell 100% | -$774K | $0 | 0.00% | Jul 31, 2026 |
| Sax Wealth Advisors, LLC | Reduce 6.69% | -$741K | $10.3M | 0.42% | Jul 9, 2026 |
| Cresset Asset Management, LLC | Added 51.56% | +$668K | $1.96M | 0.01% | Aug 14, 2026 |
| Stillwater Private Wealth, LLC | Reduce 46.93% | -$540K | $611K | 0.40% | Aug 13, 2026 |
| Acima Private Wealth, LLC | Reduce 6.71% | -$511K | $7.11M | 2.06% | Jul 6, 2026 |
| BLB&B Advisors, LLC | Reduce 0.43% | -$447K | $103M | 3.77% | Aug 5, 2026 |
| Cassaday & Co Wealth Management LLC | Added 0.69% | +$411K | $60.2M | 1.13% | Aug 10, 2026 |
| Patten Group, Inc. | Reduce 18.54% | -$404K | $1.78M | 0.28% | Aug 6, 2026 |
| Idaho Trust Co | Added 9.56% | +$388K | $4.44M | 1.30% | Aug 7, 2026 |
| Badgley Phelps Wealth Managers, LLC | Added 1.96% | +$385K | $20M | 0.35% | Jul 31, 2026 |
| Washington Trust Bank | Reduce 14.59% | -$335K | $1.96M | 0.14% | Aug 5, 2026 |
| LM Advisors LLC | Added 1977.92% | +$333K | $350K | 0.04% | Aug 12, 2026 |
| WLTH Capital Management, LLC | Reduce 10.52% | -$320K | $2.72M | 1.74% | Jul 9, 2026 |
| Dimension Capital Management LLC | Reduce 1.41% | -$298K | $20.9M | 2.45% | Aug 14, 2026 |
| Legend Financial Advisors, Inc. | Reduce 3.33% | -$290K | $8.43M | 4.79% | Jul 20, 2026 |
| RiverGlades Family Offices LLC | Reduce 7.36% | -$259K | $3.27M | 1.50% | Aug 10, 2026 |
| Bruce G. Allen Investments, LLC | Added 5.95% | +$255K | $4.54M | 2.90% | Jul 31, 2026 |
| Quantinno Capital Management LP | New Buy | +$243K | $243K | 0.00% | Aug 13, 2026 |
| Lyell Wealth Management, LP | Sell 100% | -$210K | $0 | 0.00% | Aug 5, 2026 |
| Vise Technologies, Inc. | New Buy | +$210K | $210K | 0.00% | Aug 11, 2026 |
| Unique Wealth, LLC | Reduce 1.94% | -$175K | $8.88M | 1.03% | Jul 21, 2026 |
| First Foundation Advisors | Added 2.40% | +$150K | $6.39M | 0.23% | Aug 14, 2026 |
| NVWM, LLC | Reduce 50.57% | -$140K | $137K | 0.03% | Jul 29, 2026 |
| Baker Avenue Asset Management, LP | Added 15.47% | +$135K | $1.01M | 0.02% | Jul 28, 2026 |
| Sharper & Granite LLC | Reduce 8.38% | -$130K | $1.42M | 0.44% | Jul 16, 2026 |
| Cultivar Capital, Inc. | Added 1.52% | +$120K | $8.02M | 5.16% | Jul 8, 2026 |
| Lido Advisors, LLC | Reduce 6.32% | -$94.6K | $1.4M | 0.00% | Aug 7, 2026 |
| Upper Left Wealth Management, LLC | Added 34.67% | +$94.2K | $366K | 0.20% | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 8.27% | -$77.5K | $860K | 0.00% | Jul 20, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | New Buy | +$65.4K | $65.4K | 0.00% | Aug 13, 2026 |
| Heartland Bank & Trust Co | Added 0.66% | +$56.8K | $8.64M | 1.79% | Aug 12, 2026 |
| Pinnacle Financial Group, LLC / IL | Added 22.65% | +$54.2K | $294K | 0.07% | Jul 30, 2026 |
| MontVue Capital Management, Inc. | Reduce 6.28% | -$47.5K | $709K | 0.41% | Jul 27, 2026 |
| Moneco Advisors, LLC | Reduce 3.24% | -$47K | $1.4M | 0.09% | Aug 11, 2026 |
| D.B. Root & Company, LLC | Added 8.50% | +$47K | $600K | 0.13% | Aug 13, 2026 |
| Atria Investments, Inc | Reduce 4.68% | -$41.7K | $849K | 0.01% | Jul 28, 2026 |
| Apeiron RIA LLC | Added 7.27% | +$33.6K | $496K | 0.13% | Jul 16, 2026 |
| Continuum Advisory, LLC | New Buy | +$26.5K | $26.5K | 0.00% | Aug 6, 2026 |
| Associated Banc-Corp | Added 4.50% | +$24.9K | $578K | 0.01% | Jul 31, 2026 |
| Liberty Square Wealth Partners LLC | Reduce 6.80% | -$17.8K | $244K | 0.06% | Aug 10, 2026 |
| Slow Capital, Inc. | Reduce 2.23% | -$17.6K | $772K | 0.09% | Jul 22, 2026 |
| Vanguard National Trust Co | New Buy | +$14.3K | $14.3K | 0.00% | Aug 13, 2026 |
| MRP Capital Investments, LLC | Added 150.00% | +$13.1K | $21.9K | 0.02% | Aug 10, 2026 |
| Measured Wealth Private Client Group, LLC | Reduce 3.24% | -$11.7K | $350K | 0.08% | Aug 10, 2026 |
| Peak Financial Management, Inc. | Reduce 0.49% | -$9.84K | $1.99M | 0.46% | Jul 20, 2026 |
| WFA of San Diego, LLC | Sell 100% | -$9.39K | $0 | 0.00% | Aug 14, 2026 |
| Patriot Investment Management Group, Inc. | Reduce 1.17% | -$8.96K | $759K | 0.04% | Jul 15, 2026 |
| 2UniFi Bank | Sell 100% | -$7.8K | $0 | Not reported | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | Sell 100% | -$4.72K | $0 | 0.00% | Jul 24, 2026 |
| Hancock Whitney Corp | Reduce 0.12% | -$4.37K | $3.79M | 0.06% | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | Reduce 0.07% | -$3.37K | $4.97M | 1.00% | Jul 30, 2026 |
| Richardson Capital Management LLC | Reduce 7.46% | -$2.84K | $35.2K | 0.02% | Jul 17, 2026 |
| Colony Family Offices, LLC | Reduce 0.89% | -$2.58K | $287K | 0.06% | Jul 20, 2026 |
| Rialto Wealth Management, LLC | Reduce 40.14% | -$2.49K | $3.72K | 0.00% | Aug 11, 2026 |
| Concord Wealth Partners | New Buy | +$612 | $612 | 0.00% | Jul 27, 2026 |
| Rossby Financial, LCC | Reduce 4.08% | -$87 | $2.05K | 0.00% | Aug 4, 2026 |
