| RiverTree Advisors, LLC | Reduce 31.46% | -$1.35M | $2.94M | 1.74% | Jul 22, 2026 |
| 1607 Capital Partners, LLC | Added 4.85% | +$980K | $21.2M | 1.84% | Aug 14, 2026 |
| Shaker Financial Services, LLC | Added 31.44% | +$598K | $2.5M | 0.78% | Jul 15, 2026 |
| Quantedge Capital Pte Ltd | New Buy | +$438K | $438K | 0.33% | Aug 6, 2026 |
| Evolve Private Wealth, LLC | New Buy | +$433K | $433K | 0.03% | Aug 12, 2026 |
| Claro Advisors Inc. | Sell 100% | -$268K | $0 | 0.00% | Jul 30, 2026 |
| Annex Advisory Services, LLC | Sell 100% | -$211K | $0 | 0.00% | Jul 10, 2026 |
| Leavell Investment Management, Inc. | New Buy | +$136K | $136K | 0.01% | Jul 21, 2026 |
| LVZ, Inc. | Sell 100% | -$136K | $0 | 0.00% | Jul 9, 2026 |
| Independent Advisor Alliance | Sell 100% | -$131K | $0 | 0.00% | Aug 12, 2026 |
| &Partners | Added 79.40% | +$115K | $259K | 0.00% | Aug 14, 2026 |
| Howard Financial Services, Ltd. | New Buy | +$105K | $105K | 0.01% | Jul 7, 2026 |
| David J Yvars Group | Added 34.80% | +$104K | $403K | 0.19% | Jul 7, 2026 |
| Calamos Advisors LLC | Added 7.14% | +$92.3K | $1.38M | 0.00% | Jul 31, 2026 |
| Kovack Advisors, Inc. | Reduce 13.70% | -$78.2K | $492K | 0.02% | Jul 29, 2026 |
| Integrated Capital Management, Inc. | Reduce 16.11% | -$73K | $380K | 0.27% | Jul 7, 2026 |
| Roman Butler Fullerton & Co | Added 3.48% | +$71.6K | $2.13M | 0.51% | Aug 6, 2026 |
| Indivisible Partners | Reduce 5.50% | -$53.2K | $915K | 0.05% | Aug 4, 2026 |
| DAVENPORT & Co LLC | Reduce 33.29% | -$48.2K | $96.6K | 0.00% | Jul 13, 2026 |
| Tyche Wealth Partners LLC | Added 39.95% | +$44.2K | $155K | 0.02% | Aug 6, 2026 |
| Barrett & Company, Inc. | Added 193.33% | +$42.4K | $64.4K | 0.02% | Jul 24, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 15.73% | -$39.7K | $213K | 0.00% | Jul 28, 2026 |
| Bartlett & Co. Wealth Management LLC | New Buy | +$38.6K | $38.6K | 0.00% | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 12.46% | -$35.9K | $253K | 0.00% | Aug 11, 2026 |
| Cornerstone Advisory, LLC | Added 17.42% | +$33.7K | $227K | 0.02% | Jul 29, 2026 |
| Park Avenue Securities LLC | Added 1.40% | +$28.1K | $2.03M | 0.01% | Jul 20, 2026 |
| MML Investors Services, LLC | Added 7.65% | +$25.8K | $363K | 0.00% | Aug 7, 2026 |
| Logan Stone Capital, LLC | Added 1.73% | +$23.8K | $1.4M | 0.29% | Aug 14, 2026 |
| Guggenheim Capital LLC | Added 0.10% | +$21.2K | $21.9M | 0.14% | Aug 12, 2026 |
| Quent Capital, LLC | New Buy | +$21.2K | $21.2K | 0.00% | Aug 7, 2026 |
| Oppenheimer & Co Inc | Reduce 4.35% | -$20.8K | $458K | 0.00% | Aug 3, 2026 |
| Cresset Asset Management, LLC | Added 0.38% | +$19.8K | $5.17M | 0.02% | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$15.1K | $15.1K | 0.00% | Jul 23, 2026 |
| PMG Family Office LLC | Added 2.19% | +$15K | $700K | 0.65% | Jul 16, 2026 |
| Assetmark, Inc | New Buy | +$10.6K | $10.6K | 0.00% | Jul 30, 2026 |
| Decision Investments, Inc | Added 4.92% | +$10.2K | $218K | 0.20% | Jul 13, 2026 |
| Alteri Wealth LLC | Reduce 1.79% | -$9.64K | $529K | 0.15% | Jul 29, 2026 |
| Twin Lakes Capital Management, LLC | Added 2.11% | +$8.14K | $394K | 0.15% | Aug 18, 2026 |
| Advisory Advocates, LLC | Added 1.30% | +$6.75K | $527K | 0.45% | Aug 10, 2026 |
| Axiom Investment Management LLC | Added 279.40% | +$6.28K | $8.52K | 0.01% | Jul 31, 2026 |
| Joseph P. Lucia & Associates, LLC | Added 1.18% | +$6.05K | $519K | 0.16% | Aug 7, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$5.76K | $0 | 0.00% | Jul 20, 2026 |
| Closed-End Fund Advisors, Inc. | Reduce 0.98% | -$5.54K | $561K | 0.55% | Jul 27, 2026 |
| Capital CS Group, LLC | Added 1.92% | +$4.02K | $213K | 0.17% | Aug 12, 2026 |
| WCG Wealth Advisors LLC | Reduce 0.58% | -$3.95K | $673K | 0.02% | Aug 14, 2026 |
| Arlington Capital Management, Inc. | Added 1.24% | +$3.67K | $301K | 0.19% | Jul 24, 2026 |
| CFO4Life Group, LLC | Added 2.11% | +$3.03K | $146K | 0.02% | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | New Buy | +$2.89K | $2.89K | 0.00% | Jul 30, 2026 |
| TMB Capital Partners, LLC | Added 2.16% | +$2.57K | $122K | 0.04% | Jul 24, 2026 |
| Sagespring Wealth Partners, LLC | Added 2.13% | +$2.34K | $112K | 0.00% | Aug 3, 2026 |
| CX Institutional | New Buy | +$2K | $2K | 0.00% | Jul 2, 2026 |
| Diversified Enterprises, LLC | Added 0.69% | +$1.37K | $200K | 0.01% | Jul 31, 2026 |
| JFS Wealth Advisors, LLC | New Buy | +$964 | $964 | 0.00% | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | Added 2.17% | +$482 | $22.7K | 0.00% | Aug 11, 2026 |
| Modern Wealth Management, LLC | Added 0.26% | +$482 | $183K | 0.00% | Aug 14, 2026 |
| Summit Financial, LLC | Added 0.14% | +$357 | $260K | 0.00% | Aug 12, 2026 |
| TSFG, LLC | Added 2.12% | +$249 | $12K | 0.00% | Jul 23, 2026 |
| Arkadios Wealth Advisors | Added 0.02% | +$145 | $937K | 0.01% | Aug 10, 2026 |
| Guardian Wealth Advisors, LLC / NC | Added 0.09% | +$87 | $101K | 0.01% | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | Added 0.09% | +$87 | $101K | 0.00% | Aug 12, 2026 |
| Certified Advisory Corp | Reduce 0.03% | -$67 | $214K | 0.02% | Jul 16, 2026 |
| Decker Retirement Planning Inc. | Added 2.00% | +$39 | $1.97K | 0.00% | Jul 16, 2026 |
