| Shaker Financial Services, LLC | Reduce 56.94% | -$3.05M | $2.31M | 0.72% | Jul 15, 2026 |
| Heron Bay Capital Management | Sell 100% | -$2.48M | $0 | 0.00% | Aug 11, 2026 |
| Readystate Asset Management LP | Reduce 74.48% | -$1.49M | $512K | 0.02% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Added 17.90% | +$1.4M | $9.22M | 0.01% | Aug 12, 2026 |
| Guggenheim Capital LLC | Added 10.63% | +$1.32M | $13.7M | 0.09% | Aug 12, 2026 |
| Cohen & Steers, Inc. | Added 14.49% | +$654K | $5.17M | 0.01% | Aug 14, 2026 |
| Principal Securities, Inc. | Reduce 3.72% | -$605K | $15.7M | 0.19% | Aug 4, 2026 |
| Matrix Private Capital Group LLC | Added 4.08% | +$478K | $12.2M | 5.30% | Aug 14, 2026 |
| Flaharty Asset Management, LLC | Sell 100% | -$432K | $0 | 0.00% | Jul 8, 2026 |
| Cypress Capital Management LLC (WY) | Reduce 7.21% | -$380K | $4.89M | 4.08% | Aug 6, 2026 |
| Modern Wealth Management, LLC | New Buy | +$339K | $339K | 0.00% | Aug 14, 2026 |
| Brand Asset Management Group, Inc. | Reduce 59.99% | -$320K | $213K | 0.05% | Aug 12, 2026 |
| Integrity Advisory Solutions, LLC | New Buy | +$282K | $282K | 0.03% | Jul 31, 2026 |
| Compass Planning Associates Inc | Sell 100% | -$241K | $0 | 0.00% | Jul 27, 2026 |
| RFG Advisory, LLC | Added 2.58% | +$235K | $9.34M | 0.15% | Jul 15, 2026 |
| Mgo One Seven LLC | New Buy | +$222K | $222K | 0.00% | Jul 31, 2026 |
| Fiduciary Financial Advisors | New Buy | +$222K | $222K | 0.02% | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | Sell 100% | -$206K | $0 | 0.00% | Jul 23, 2026 |
| David J Yvars Group | Added 28.60% | +$200K | $899K | 0.42% | Jul 7, 2026 |
| D.A. Davidson & Co. | Added 71.97% | +$193K | $460K | 0.00% | Jul 24, 2026 |
| Howard Financial Services, Ltd. | New Buy | +$182K | $182K | 0.02% | Jul 7, 2026 |
| Arlington Capital Management, Inc. | New Buy | +$175K | $175K | 0.11% | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | Sell 100% | -$158K | $0 | 0.00% | Jul 17, 2026 |
| Manchester Financial Inc | New Buy | +$151K | $151K | 0.03% | Jul 17, 2026 |
| Convergence Financial, LLC | New Buy | +$150K | $150K | 0.01% | Aug 5, 2026 |
| Beacon Investment Advisory Services, Inc. | Sell 100% | -$138K | $0 | 0.00% | Jul 8, 2026 |
| World Investment Advisors | Reduce 40.92% | -$123K | $177K | 0.00% | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$105K | $105K | 0.01% | Jul 28, 2026 |
| Pathway Financial Advisers, LLC | Added 1.41% | +$90K | $6.49M | 1.64% | Jul 30, 2026 |
| Morey & Quinn Wealth Partners, LLC | Reduce 9.71% | -$71.8K | $668K | 0.43% | Jul 27, 2026 |
| MML Investors Services, LLC | Added 17.12% | +$68.8K | $471K | 0.00% | Aug 7, 2026 |
| ELCO Management Co., LLC | Reduce 10.14% | -$65.4K | $580K | 0.25% | Aug 11, 2026 |
| Guardian Wealth Advisors, LLC / NC | Reduce 2.62% | -$62.7K | $2.33M | 0.13% | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | Reduce 2.60% | -$62.7K | $2.35M | 0.02% | Aug 12, 2026 |
| M Holdings Securities, Inc. | Reduce 16.11% | -$59.1K | $308K | 0.04% | Aug 11, 2026 |
| PMG Family Office LLC | Added 2.90% | +$48K | $1.7M | 1.57% | Jul 16, 2026 |
| Quarry LP | Sell 100% | -$42.2K | $0 | 0.00% | Aug 14, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$37.1K | $0 | 0.00% | Jul 20, 2026 |
| Magnolia Wealth Management, LLC | Sell 100% | -$32.1K | $0 | 0.00% | Jul 14, 2026 |
| Bartlett & Co. Wealth Management LLC | New Buy | +$29.1K | $29.1K | 0.00% | Jul 24, 2026 |
| Smith, Moore & Co. | Added 2.04% | +$23.1K | $1.16M | 0.08% | Aug 12, 2026 |
| Syverson Strege & Co | Added 8.40% | +$21.6K | $278K | 0.06% | Aug 6, 2026 |
| Chilton Capital Management LLC | Reduce 37.84% | -$20.4K | $33.4K | 0.00% | Aug 4, 2026 |
| S Harris Financial Group, LLC | Added 1.60% | +$19.7K | $1.25M | 0.97% | Jul 24, 2026 |
| IFG Advisory, LLC | New Buy | +$14.5K | $14.5K | 0.00% | Aug 14, 2026 |
| Ignite Planners, LLC | Reduce 2.22% | -$14.3K | $628K | 0.09% | Jul 23, 2026 |
| Jefferies Financial Group Inc. | Reduce 1.68% | -$14.3K | $836K | 0.01% | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 4.97% | -$13.3K | $255K | 0.00% | Aug 11, 2026 |
| Wealth Effects LLC | Added 2.01% | +$13.1K | $665K | 0.18% | Aug 6, 2026 |
| Strait & Sound Wealth Management LLC | Reduce 2.29% | -$12.5K | $535K | 0.19% | Aug 18, 2026 |
| Kingsview Wealth Management, LLC | Added 1.06% | +$12.4K | $1.19M | 0.01% | Aug 19, 2026 |
| Summit Investment Advisory Services, LLC | Added 2.02% | +$12.3K | $619K | 0.16% | Jul 24, 2026 |
| Rossby Financial, LCC | Sell 100% | -$12K | $0 | 0.00% | Aug 4, 2026 |
| &Partners | Reduce 1.53% | -$11.8K | $759K | 0.00% | Aug 14, 2026 |
| Wedbush Securities Inc | Reduce 0.43% | -$7.98K | $1.84M | 0.05% | Jul 28, 2026 |
| Summit Financial, LLC | Added 1.09% | +$7.33K | $680K | 0.01% | Aug 12, 2026 |
| Formidable Asset Management, LLC | Reduce 1.59% | -$6.85K | $424K | 0.07% | Jul 17, 2026 |
| Confluence Wealth Services, Inc. | Reduce 3.08% | -$6.4K | $201K | 0.01% | Jul 22, 2026 |
| Onyx Bridge Wealth Group LLC | Added 1.94% | +$6.06K | $319K | 0.03% | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | Added 1.01% | +$5.86K | $587K | 0.07% | Aug 11, 2026 |
| Fiduciary Alliance LLC | Reduce 1.82% | -$5.82K | $313K | 0.02% | Jul 20, 2026 |
| Advisory Advocates, LLC | Added 1.68% | +$5.09K | $309K | 0.26% | Aug 10, 2026 |
| Strategic Financial Concepts, LLC | Added 2.26% | +$4.36K | $198K | 0.06% | Jul 28, 2026 |
| Benjamin Edwards Inc | Added 1.05% | +$4.36K | $421K | 0.00% | Jul 24, 2026 |
| LifeSteps Financial, Inc. | New Buy | +$2.98K | $2.98K | 0.00% | Jul 17, 2026 |
| Vermillion Wealth Management, Inc. | Added 9.70% | +$2.54K | $28.8K | 0.01% | Jul 16, 2026 |
| Wealth Alliance, LLC | Added 0.83% | +$2.28K | $277K | 0.02% | Aug 11, 2026 |
| WealthCare Investment Partners, LLC | Added 1.35% | +$1.96K | $147K | 0.04% | Aug 10, 2026 |
| Mutual Advisors, LLC | Added 0.96% | +$1.59K | $167K | 0.00% | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | Added 0.17% | +$1.43K | $827K | 0.03% | Jul 27, 2026 |
| Dudley Capital Management, LLC | Added 0.79% | +$1.41K | $180K | 0.07% | Jul 27, 2026 |
| Oppenheimer & Co Inc | Added 0.66% | +$1.37K | $209K | 0.00% | Aug 3, 2026 |
| Twin Lakes Capital Management, LLC | Added 2.02% | +$989 | $50K | 0.02% | Aug 18, 2026 |
| Garden State Investment Advisory Services LLC | Added 0.51% | +$974 | $191K | 0.03% | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | Added 0.25% | +$887 | $361K | 0.00% | Jul 27, 2026 |
| CVFG LLC | Added 0.45% | +$858 | $193K | 0.02% | Aug 11, 2026 |
| Harbour Wealth Management Group, Inc. | Added 0.30% | +$538 | $178K | 0.12% | Aug 7, 2026 |
| Seek First Inc. | Added 0.03% | +$87 | $324K | 0.20% | Jul 28, 2026 |
| Bangor Savings Bank | New Buy | +$15 | $15 | 0.00% | Jul 6, 2026 |
