| 1607 Capital Partners, LLC | Added 12.52% | +$2.92M | $26.2M | 2.28% | Aug 14, 2026 |
| Shaker Financial Services, LLC | Sell 100% | -$1.53M | $0 | 0.00% | Jul 15, 2026 |
| Legacy Financial Independent Advisors LLC | Added 41.92% | +$1.05M | $3.57M | 1.68% | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | Added 76.56% | +$778K | $1.79M | 0.56% | Jul 27, 2026 |
| Kingstone Capital Partners Texas, LLC | Added 8.16% | +$771K | $10.2M | 5.45% | Aug 11, 2026 |
| True North Advisors, LLC | New Buy | +$747K | $747K | 0.07% | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | New Buy | +$715K | $715K | 0.00% | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 5.51% | -$700K | $12M | 0.12% | Aug 11, 2026 |
| Guggenheim Capital LLC | Reduce 5.27% | -$579K | $10.4M | 0.07% | Aug 12, 2026 |
| Richmond Investment Services, LLC | Reduce 50.92% | -$434K | $418K | 0.13% | Jul 27, 2026 |
| Advisors Capital Management, LLC | New Buy | +$422K | $422K | 0.00% | Aug 11, 2026 |
| Mgo One Seven LLC | New Buy | +$373K | $373K | 0.01% | Jul 31, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$373K | $0 | 0.00% | Jul 20, 2026 |
| Stevens Capital Partners | New Buy | +$360K | $360K | 0.07% | Aug 10, 2026 |
| Independent Advisor Alliance | Sell 100% | -$348K | $0 | 0.00% | Aug 12, 2026 |
| RFG Advisory, LLC | Sell 100% | -$289K | $0 | 0.00% | Jul 15, 2026 |
| Next Level Private LLC | New Buy | +$229K | $229K | 0.04% | Jul 9, 2026 |
| Cooper/Haims Advisors, LLC | Sell 100% | -$224K | $0 | 0.00% | Aug 14, 2026 |
| Commerce Bank | New Buy | +$221K | $221K | 0.00% | Aug 12, 2026 |
| Accel Wealth Management | Reduce 9.65% | -$221K | $2.07M | 0.47% | Jul 10, 2026 |
| McGowan Group Asset Management, Inc. | Reduce 0.98% | -$212K | $21.5M | 2.61% | Aug 12, 2026 |
| Hunter Associates Investment Management LLC | New Buy | +$209K | $209K | 0.02% | Jul 23, 2026 |
| Vaughan David Investments LLC | Sell 100% | -$206K | $0 | 0.00% | Aug 11, 2026 |
| &Partners | Added 4.50% | +$175K | $4.05M | 0.02% | Aug 14, 2026 |
| Snowden Capital Advisors LLC | Added 28.86% | +$173K | $772K | 0.02% | Aug 13, 2026 |
| Spire Wealth Management | Reduce 4.94% | -$166K | $3.2M | 0.10% | Jul 15, 2026 |
| MML Investors Services, LLC | Added 13.03% | +$160K | $1.39M | 0.00% | Aug 7, 2026 |
| Kovack Advisors, Inc. | Reduce 31.23% | -$149K | $327K | 0.02% | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$141K | $141K | 0.01% | Jul 28, 2026 |
| Joel Isaacson & Co., LLC | Reduce 0.63% | -$128K | $20.1M | 0.58% | Aug 4, 2026 |
| First Trust Advisors LP | Added 2.04% | +$86.5K | $4.33M | 0.00% | Aug 11, 2026 |
| Geneos Wealth Management Inc. | New Buy | +$81.9K | $81.9K | 0.00% | Aug 6, 2026 |
| Kingsview Wealth Management, LLC | Added 21.59% | +$67.8K | $382K | 0.00% | Aug 19, 2026 |
| NorthStar Asset Management LLC | Reduce 20.81% | -$53.8K | $205K | 0.08% | Aug 5, 2026 |
| Axiom Investment Management LLC | Added 23.05% | +$51.6K | $276K | 0.18% | Jul 31, 2026 |
| Founders Financial Alliance, LLC | Added 4.46% | +$47.6K | $1.11M | 0.15% | Aug 4, 2026 |
| MRA Advisory Group | Added 1.95% | +$47.2K | $2.47M | 0.89% | Jul 8, 2026 |
| World Investment Advisors | Reduce 14.27% | -$46.9K | $282K | 0.00% | Aug 14, 2026 |
| Commons Capital, LLC | Added 6.51% | +$40.7K | $665K | 0.47% | Jul 30, 2026 |
| North Star Investment Management Corp. | Reduce 11.67% | -$39.8K | $302K | 0.02% | Jul 28, 2026 |
| Formidable Asset Management, LLC | Reduce 1.35% | -$37.6K | $2.75M | 0.44% | Jul 17, 2026 |
| HBK Sorce Advisory LLC | Added 9.39% | +$28.7K | $334K | 0.01% | Aug 6, 2026 |
| Baird Financial Group, Inc. | Added 3.89% | +$27.8K | $742K | 0.00% | Aug 12, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 7.74% | -$25.7K | $306K | 0.00% | Jul 28, 2026 |
| Concord Wealth Partners | New Buy | +$24.2K | $24.2K | 0.00% | Jul 27, 2026 |
| PMG Family Office LLC | Added 1.04% | +$23.5K | $2.28M | 2.10% | Jul 16, 2026 |
| Towne Trust Company, N.A | Sell 100% | -$22.1K | $0 | 0.00% | Jul 30, 2026 |
| Cornerstone Wealth Management, LLC | Added 3.10% | +$21.9K | $728K | 0.03% | Jul 22, 2026 |
| Prime Capital Investment Advisors, LLC | Reduce 3.28% | -$17.7K | $522K | 0.01% | Aug 5, 2026 |
| Kennebec Savings Bank | Added 306.12% | +$16.6K | $22K | 0.02% | Jul 13, 2026 |
| Maryland Capital Advisors Inc. | Added 48.02% | +$12.4K | $38.2K | 0.01% | Jul 17, 2026 |
| Noble Wealth Management PBC | Reduce 14.48% | -$12.2K | $72.1K | 0.03% | Jul 1, 2026 |
| SMH Capital Advisors Inc | Added 3.94% | +$9.8K | $259K | 1.01% | Aug 13, 2026 |
| AlphaCore Capital LLC | Added 1.87% | +$8.77K | $477K | 0.01% | Aug 6, 2026 |
| Prospera Financial Services Inc | Added 0.82% | +$7.75K | $953K | 0.01% | Jul 15, 2026 |
| Wedbush Securities Inc | Added 2.05% | +$6.66K | $331K | 0.01% | Jul 28, 2026 |
| MB, Levis & Associates, LLC | New Buy | +$5.56K | $5.56K | 0.00% | Jul 22, 2026 |
| Rossby Financial, LCC | Sell 100% | -$5.28K | $0 | 0.00% | Aug 4, 2026 |
| Cresset Asset Management, LLC | Added 1.86% | +$5.07K | $277K | 0.00% | Aug 14, 2026 |
| Summit Investment Advisory Services, LLC | Added 0.66% | +$3.57K | $546K | 0.14% | Jul 24, 2026 |
| Salomon & Ludwin, LLC | Reduce 4.70% | -$2.81K | $56.9K | 0.00% | Aug 7, 2026 |
| Summit Financial, LLC | Added 0.60% | +$2.8K | $466K | 0.01% | Aug 12, 2026 |
| Oppenheimer & Co Inc | Added 0.65% | +$2.27K | $353K | 0.00% | Aug 3, 2026 |
| Harbour Wealth Management Group, Inc. | Added 0.72% | +$1.99K | $280K | 0.19% | Aug 7, 2026 |
| Concurrent Investment Advisors, LLC | Added 0.36% | +$1.27K | $358K | 0.00% | Jul 27, 2026 |
| Birchwood Financial Partners, Inc. | Added 1.24% | +$1.25K | $102K | 0.08% | Aug 6, 2026 |
| Denver Wealth Management, Inc. | Reduce 0.18% | -$1.22K | $664K | 0.19% | Aug 7, 2026 |
| Vermillion Wealth Management, Inc. | Added 5.28% | +$609 | $12.2K | 0.00% | Jul 16, 2026 |
| Keating Financial Advisory Services, Inc. | Added 1.91% | +$526 | $28.1K | 0.00% | Aug 11, 2026 |
| Armstrong Advisory Group, Inc | Added 1.91% | +$304 | $16.3K | 0.00% | Jul 13, 2026 |
| IFG Advisory, LLC | New Buy | +$258 | $258 | 0.00% | Aug 14, 2026 |
| Johnson & White Wealth Management, LLC | Reduce 0.04% | -$138 | $374K | 0.14% | Jul 16, 2026 |
| PlanVest Financial, Inc | Added 14.29% | +$27 | $214 | 0.00% | Aug 10, 2026 |
