| Verde Capital Management | Reduce 58.91% | -$1.24M | $862K | 0.16% | Aug 11, 2026 |
| Moneco Advisors, LLC | Sell 100% | -$1.17M | $0 | 0.00% | Aug 11, 2026 |
| Surience Private Wealth LLC | Sell 100% | -$1.11M | $0 | 0.00% | Jul 24, 2026 |
| Integrated Advisors Network LLC | Reduce 21.11% | -$965K | $3.61M | 0.17% | Aug 11, 2026 |
| Illumine Investment Management, LLC | Reduce 100.00% | -$512K | $377K | 0.25% | Jul 29, 2026 |
| Wealthfront Advisers LLC | Reduce 12.96% | -$450K | $3.02M | 0.01% | Aug 7, 2026 |
| Independent Financial Group, LLC | Reduce 72.40% | -$448K | $171K | 0.00% | Jul 15, 2026 |
| Savvy Advisors, Inc. | New Buy | +$399K | $399K | 0.01% | Aug 3, 2026 |
| Benson Wealth Management INC | New Buy | +$391K | $391K | 0.39% | Aug 10, 2026 |
| Evergreen Capital Management LLC | New Buy | +$350K | $350K | 0.01% | Jul 23, 2026 |
| Truepoint, Inc. | Sell 100% | -$341K | $0 | 0.00% | Jul 31, 2026 |
| Fiduciary Alliance LLC | Sell 100% | -$295K | $0 | 0.00% | Jul 20, 2026 |
| Stevens Capital Management LP | Sell 100% | -$273K | $0 | 0.00% | Aug 11, 2026 |
| United Advisor Group, LLC | Sell 100% | -$268K | $0 | 0.00% | Jul 29, 2026 |
| Interchange Capital Partners, LLC | Reduce 37.58% | -$261K | $433K | 0.08% | Jul 20, 2026 |
| Thompson David Blair | New Buy | +$236K | $236K | 0.12% | Aug 14, 2026 |
| Mainstay Capital Management LLC | Sell 100% | -$235K | $0 | 0.00% | Aug 12, 2026 |
| Clare Market Investments LLC | New Buy | +$212K | $212K | 0.04% | Jul 27, 2026 |
| World Investment Advisors | Sell 100% | -$184K | $0 | 0.00% | Aug 14, 2026 |
| Estate Planners Group, LLC | Sell 100% | -$176K | $0 | 0.00% | Aug 13, 2026 |
| Axxcess Wealth Management, LLC | Sell 100% | -$174K | $0 | 0.00% | Jul 28, 2026 |
| Exit Wealth Advisors, LLC. | Reduce 47.07% | -$139K | $157K | 0.07% | Aug 11, 2026 |
| Wedbush Securities Inc | Reduce 37.92% | -$128K | $209K | 0.01% | Jul 28, 2026 |
| Intrinsic Edge Capital Management LLC | Reduce 16.67% | -$128K | $638K | 0.07% | Aug 12, 2026 |
| Foundations Investment Advisors, LLC | Reduce 19.98% | -$93.1K | $373K | 0.00% | Aug 14, 2026 |
| Solstein Capital, LLC | Added 615.16% | +$83.4K | $96.9K | 0.03% | Aug 13, 2026 |
| Lido Advisors, LLC | Reduce 23.65% | -$78K | $252K | 0.00% | Aug 7, 2026 |
| SLT Holdings LLC | Reduce 16.34% | -$68K | $348K | 0.22% | Jul 17, 2026 |
| HUB Investment Partners, LLC | Reduce 22.07% | -$67K | $236K | 0.00% | Jul 31, 2026 |
| Aries Wealth Management | Reduce 11.94% | -$50.2K | $371K | 0.07% | Jul 24, 2026 |
| Quantinno Capital Management LP | Added 38.71% | +$49.7K | $178K | 0.00% | Aug 13, 2026 |
| Beacon Investment Advisory Services, Inc. | Sell 100% | -$47.5K | $0 | 0.00% | Jul 8, 2026 |
| Johnson Financial Group, Inc. | Added 97.00% | +$40.8K | $83K | 0.00% | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Reduce 40.27% | -$38.3K | $56.8K | 0.01% | Aug 7, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$36K | $0 | 0.00% | Jul 20, 2026 |
| Beam Wealth Advisors, Inc. | Reduce 12.88% | -$34.1K | $231K | 0.05% | Jul 29, 2026 |
| Titleist Asset Management, LLC | Reduce 1.23% | -$33.7K | $2.7M | 0.18% | Jul 20, 2026 |
| Finer Wealth Management, Inc. | Added 6.02% | +$33.5K | $590K | 0.26% | Aug 3, 2026 |
| Maridea Wealth Management LLC | Reduce 9.58% | -$33.1K | $312K | 0.03% | Aug 6, 2026 |
| Hurley Capital, LLC | Sell 100% | -$32.4K | $0 | 0.00% | Aug 10, 2026 |
| PYA Waltman Capital, LLC | Added 5.24% | +$32.2K | $648K | 0.15% | Aug 14, 2026 |
| Haven Private, LLC | Reduce 1.95% | -$30.7K | $1.54M | 0.59% | Jul 29, 2026 |
| Richard W. Paul & Associates, LLC | Reduce 18.56% | -$28.9K | $127K | 0.04% | Aug 10, 2026 |
| Legacy Wealth Managment, LLC | Sell 100% | -$25.6K | $0 | 0.00% | Aug 13, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 5.58% | -$21.7K | $367K | 0.00% | Jul 28, 2026 |
| Red Door Wealth Management, LLC | Added 15.20% | +$20.7K | $157K | 0.01% | Jul 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | New Buy | +$19.1K | $19.1K | 0.01% | Aug 6, 2026 |
| Compagnie Lombard Odier SCmA | Added 18.00% | +$17.2K | $113K | 0.00% | Jul 29, 2026 |
| Fiduciary Financial Advisors | New Buy | +$16.7K | $16.7K | 0.00% | Aug 14, 2026 |
| Kingswood Wealth Advisors, LLC | Added 4.47% | +$16.7K | $389K | 0.02% | Jul 27, 2026 |
| Regions Financial Corp | Reduce 3.88% | -$16.2K | $402K | 0.00% | Aug 10, 2026 |
| Van Hulzen Asset Management, LLC | Reduce 2.06% | -$15.9K | $758K | 0.05% | Aug 13, 2026 |
| Vima LLC | Reduce 6.42% | -$14.9K | $218K | 0.21% | Jul 24, 2026 |
| Insigneo Advisory Services, LLC | Reduce 2.96% | -$14.9K | $487K | 0.02% | Aug 14, 2026 |
| Bulltick Wealth Management, LLC | Added 7.41% | +$13.4K | $194K | 0.04% | Jul 30, 2026 |
| PUREfi Wealth, LLC | Added 9.37% | +$12.8K | $149K | 0.08% | Jul 27, 2026 |
| Brooklyn FI, LLC | New Buy | +$12.4K | $12.4K | 0.00% | Aug 4, 2026 |
| Fielder Capital Group LLC | Reduce 0.81% | -$11.5K | $1.4M | 0.30% | Aug 6, 2026 |
| SouthState Bank Corp | Sell 100% | -$7.85K | $0 | 0.00% | Aug 6, 2026 |
| Spire Wealth Management | Added 12.76% | +$7.22K | $63.8K | 0.00% | Jul 15, 2026 |
| Brookstone Capital Management | Reduce 2.20% | -$6.47K | $287K | 0.00% | Jul 15, 2026 |
| Arkadios Wealth Advisors | Added 1.17% | +$6.42K | $555K | 0.01% | Aug 10, 2026 |
| Claro Advisors Inc. | Added 3.61% | +$6.38K | $183K | 0.02% | Jul 30, 2026 |
| Tru Independence Asset Management 2, LLC | Reduce 0.98% | -$6.38K | $643K | 0.35% | Aug 11, 2026 |
| RHL Group, LLC | New Buy | +$6.34K | $6.34K | 0.01% | Aug 4, 2026 |
| Doliver Advisors, LP | Added 2.24% | +$5.1K | $233K | 0.05% | Jul 10, 2026 |
| IFG Advisory, LLC | New Buy | +$5.05K | $5.05K | 0.00% | Aug 14, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$4.98K | $0 | 0.00% | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | Reduce 0.14% | -$3.64K | $2.61M | 0.33% | Aug 11, 2026 |
| MBM Wealth Consultants, LLC | Sell 100% | -$3.5K | $0 | 0.00% | Jul 24, 2026 |
| Soltis Investment Advisors LLC | Reduce 1.28% | -$3.48K | $268K | 0.01% | Jul 31, 2026 |
| Formidable Asset Management, LLC | Added 0.79% | +$3.41K | $436K | 0.07% | Jul 17, 2026 |
| Integrity Alliance, LLC. | Reduce 0.93% | -$3.2K | $342K | 0.01% | Jul 31, 2026 |
| CRA Financial Services, LLC | Reduce 1.98% | -$3.16K | $157K | 0.02% | Jul 24, 2026 |
| Aurora Private Wealth, Inc. | Reduce 0.65% | -$2.93K | $447K | 0.28% | Jul 22, 2026 |
| Prospera Financial Services Inc | Added 1.21% | +$2.68K | $225K | 0.00% | Jul 15, 2026 |
| Perigon Wealth Management, LLC | Reduce 1.14% | -$2.55K | $221K | 0.00% | Aug 7, 2026 |
| Mcdonald Partners LLC | New Buy | +$2.55K | $2.55K | 0.00% | Jul 28, 2026 |
| United Capital Financial Advisors, LLC | Reduce 0.50% | -$2.22K | $441K | 0.00% | Aug 17, 2026 |
| Trust Co | Added 36.67% | +$2.11K | $7.85K | 0.00% | Jul 10, 2026 |
| Sloy Dahl & Holst, LLC | Reduce 0.08% | -$2K | $2.39M | 0.30% | Aug 13, 2026 |
| Strategic Advocates LLC | Reduce 97.48% | -$1.98K | $51 | 0.00% | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | Reduce 0.49% | -$1.91K | $390K | 0.02% | Jul 21, 2026 |
| SWAN Capital LLC | Sell 100% | -$1.71K | $0 | 0.00% | Aug 13, 2026 |
| Lavaca Capital LLC | New Buy | +$1.29K | $1.29K | 0.00% | Aug 14, 2026 |
| Colonial Trust Co / SC | New Buy | +$1.28K | $1.28K | 0.00% | Aug 11, 2026 |
| Lanark Financial, Inc. | Reduce 0.53% | -$1.28K | $238K | 0.02% | Jul 21, 2026 |
| Game Plan Financial Advisors, LLC | Sell 100% | -$1.26K | $0 | 0.00% | Aug 7, 2026 |
| Avior Wealth Management, LLC | Reduce 0.45% | -$1.06K | $234K | 0.01% | Jul 7, 2026 |
| Cresset Asset Management, LLC | Added 0.21% | +$1.05K | $495K | 0.00% | Aug 14, 2026 |
| Sunrise Financial Services, LLC | Reduce 84.62% | -$842 | $153 | 0.00% | Aug 12, 2026 |
| Evergreen Advisors, LLC | Sell 100% | -$819 | $0 | 0.00% | Aug 4, 2026 |
| Compass Ion Advisors, LLC | Reduce 0.42% | -$804 | $190K | 0.02% | Aug 12, 2026 |
| VSM Wealth Advisory, LLC | Added 46.15% | +$765 | $2.42K | 0.00% | Jul 23, 2026 |
| Independent Advisor Alliance | Reduce 0.41% | -$536 | $130K | 0.00% | Aug 12, 2026 |
| Ankerstar Wealth, LLC | Reduce 2.72% | -$357 | $12.8K | 0.01% | Aug 13, 2026 |
| Keel Point, LLC | Reduce 0.14% | -$345 | $241K | 0.01% | Aug 14, 2026 |
| TRUE Private Wealth Advisors | Added 0.21% | +$293 | $142K | 0.01% | Jul 23, 2026 |
| Pinnacle Financial Partners, Inc. | Added 0.06% | +$293 | $499K | 0.00% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 0.12% | -$179 | $150K | 0.00% | Jul 17, 2026 |
