| Patient Capital Management, LLC | Added 244.12% | +$44.1M | $62.2M | 2.04% | Aug 13, 2026 |
| Syon Capital LLC | Added 5961.85% | +$14.2M | $14.5M | 0.63% | Aug 14, 2026 |
| Diversify Wealth Management, LLC | Reduce 94.61% | -$12.1M | $689K | 0.01% | Jul 30, 2026 |
| Tidal Investments LLC | Reduce 40.03% | -$11.1M | $16.6M | 0.03% | Aug 13, 2026 |
| Van Hulzen Asset Management, LLC | Reduce 83.21% | -$10.9M | $2.2M | 0.16% | Aug 13, 2026 |
| Claar Advisors LLC | Reduce 85.19% | -$10.3M | $1.79M | 0.58% | Aug 14, 2026 |
| Flow Traders U.S. LLC | New Buy | +$9.26M | $9.26M | 0.38% | Aug 14, 2026 |
| BNC Wealth Management, LLC | Sell 100% | -$7.98M | $0 | 0.00% | Jul 21, 2026 |
| Bayshore Capital Advisors, LLC | Added 306.82% | +$6.45M | $8.55M | 3.99% | Jul 22, 2026 |
| Means Investment Co., Inc. | Added 38.98% | +$5.94M | $21.2M | 1.60% | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | Sell 100% | -$4.32M | $0 | 0.00% | Aug 14, 2026 |
| Eaton Financial Holdings Company, LLC | Sell 100% | -$4.24M | $0 | 0.00% | Aug 5, 2026 |
| Cresset Asset Management, LLC | Reduce 16.32% | -$4.15M | $21.3M | 0.08% | Aug 14, 2026 |
| Madison Park Capital Advisors, LLC | Reduce 68.91% | -$3.18M | $1.43M | 1.02% | Jul 7, 2026 |
| Childress Capital Advisors, LLC | Added 164.36% | +$2.84M | $4.57M | 0.75% | Jul 27, 2026 |
| Courage Capital Management LLC | Reduce 32.19% | -$2.81M | $5.92M | 8.79% | Aug 11, 2026 |
| Intercapital, LLC | Sell 100% | -$2.77M | $0 | 0.00% | Aug 14, 2026 |
| Sepio Capital, LP | Added 116.97% | +$2.64M | $4.89M | 0.25% | Jul 28, 2026 |
| Promethium Advisors,llc | New Buy | +$2.48M | $2.48M | 1.19% | Aug 5, 2026 |
| Tred Avon Family Wealth, LLC | Sell 100% | -$2.36M | $0 | 0.00% | Aug 10, 2026 |
| Gem Investment Advisors, LLC | Sell 100% | -$2.36M | $0 | 0.00% | Aug 11, 2026 |
| Perigon Wealth Management, LLC | Added 322.26% | +$2.03M | $2.66M | 0.04% | Aug 7, 2026 |
| Sivia Capital Partners, LLC | New Buy | +$1.83M | $1.83M | 0.22% | Jul 23, 2026 |
| Park Avenue Securities LLC | Added 25.01% | +$1.59M | $7.95M | 0.05% | Jul 20, 2026 |
| Lansing Street Advisors | Reduce 72.01% | -$1.53M | $594K | 0.13% | Jul 24, 2026 |
| Citrine Capital LLC | Added 21.42% | +$1.51M | $8.57M | 3.17% | Jul 23, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$1.49M | $0 | 0.00% | Aug 10, 2026 |
| Avaii Wealth Management, LLC | Reduce 24.52% | -$1.48M | $4.55M | 1.34% | Aug 10, 2026 |
| Savvy Advisors, Inc. | Added 399.19% | +$1.43M | $1.79M | 0.04% | Aug 3, 2026 |
| Fort Point Capital Partners LLC | New Buy | +$1.4M | $1.4M | 0.10% | Aug 14, 2026 |
| Mission Wealth Management, LP | Added 144.46% | +$1.38M | $2.33M | 0.03% | Jul 20, 2026 |
| Avior Wealth Management, LLC | Reduce 82.04% | -$1.34M | $293K | 0.01% | Jul 7, 2026 |
| Abundance Wealth Counselors | Added 101.04% | +$1.28M | $2.55M | 0.17% | Jul 23, 2026 |
| Debussy Capital Management LP | Sell 100% | -$1.27M | $0 | Not reported | Aug 14, 2026 |
| CMG Global Holdings, LLC | Reduce 81.18% | -$1.24M | $288K | 0.12% | Jul 28, 2026 |
| GK Wealth Management LLC | New Buy | +$1.22M | $1.22M | 0.64% | Jul 7, 2026 |
| Beaird Harris Wealth Management, LLC | Added 35.87% | +$1.21M | $4.6M | 0.29% | Jul 8, 2026 |
| JT Stratford LLC | New Buy | +$1.2M | $1.2M | 0.13% | Aug 14, 2026 |
| Kestra Private Wealth Services, LLC | Added 23.34% | +$1.19M | $6.31M | 0.07% | Jul 28, 2026 |
| Garde Capital, Inc. | Added 217.76% | +$1.19M | $1.74M | 0.08% | Jul 31, 2026 |
| Nkcfo LLC | Sell 100% | -$1.18M | $0 | 0.00% | Aug 13, 2026 |
| Venture Visionary Partners LLC | New Buy | +$1.16M | $1.16M | 0.03% | Jul 27, 2026 |
| Summit Financial, LLC | Reduce 81.38% | -$1.13M | $259K | 0.00% | Aug 12, 2026 |
| SkyOak Wealth, LLC | New Buy | +$1.12M | $1.12M | 0.18% | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | Added 27.54% | +$1.1M | $5.09M | 0.04% | Jul 27, 2026 |
| United Capital Management of KS, Inc. | Reduce 3.63% | -$1.04M | $27.7M | 3.63% | Aug 5, 2026 |
| Holland Advisory Services, Inc. | Sell 100% | -$1.01M | $0 | 0.00% | Jul 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | Sell 100% | -$990K | $0 | 0.00% | Aug 14, 2026 |
| Berman McAleer LLC | Added 11.46% | +$920K | $8.95M | 1.04% | Jul 16, 2026 |
| Meitav Investment House Ltd | Added 32.32% | +$894K | $3.66M | 0.02% | Jul 20, 2026 |
| Choreo, LLC | Reduce 70.15% | -$890K | $379K | 0.00% | Aug 4, 2026 |
| Stratos Wealth Partners, LTD. | New Buy | +$874K | $874K | 0.01% | Aug 11, 2026 |
| Kaleidoscope Capital LP | Added 4.09% | +$866K | $22M | 8.14% | Aug 11, 2026 |
| SteelPeak Wealth, LLC | Reduce 71.09% | -$817K | $332K | 0.01% | Jul 13, 2026 |
| Clark Wealth Partners | Added 106606.67% | +$816K | $817K | 0.46% | Jul 28, 2026 |
| Gardner Lewis Asset Management L P | Sell 100% | -$799K | $0 | 0.00% | Aug 12, 2026 |
| Strive Financial Group ,LLC | New Buy | +$798K | $798K | 0.35% | Aug 17, 2026 |
| Old National Bancorp | Sell 100% | -$788K | $0 | 0.00% | Jul 15, 2026 |
| JB Capital LLC | Sell 100% | -$733K | $0 | 0.00% | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | Added 14.39% | +$715K | $5.69M | 0.04% | Aug 12, 2026 |
| Integrated Advisors Network LLC | Sell 100% | -$712K | $0 | 0.00% | Aug 11, 2026 |
| IPG Investment Advisors LLC | Added 38.86% | +$699K | $2.5M | 0.36% | Aug 12, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$689K | $689K | 0.01% | Aug 10, 2026 |
| Diversified Management Inc | Sell 100% | -$678K | $0 | 0.00% | Jul 10, 2026 |
| Maripau Wealth Management LLC | Added 139.71% | +$677K | $1.16M | 0.41% | Aug 11, 2026 |
| Parcion Private Wealth LLC | Added 8.66% | +$664K | $8.33M | 0.46% | Jul 27, 2026 |
| GC Wealth Management RIA, LLC | Reduce 54.29% | -$660K | $556K | 0.03% | Jul 16, 2026 |
| LBMC Investment Advisors, LLC | Sell 100% | -$640K | $0 | 0.00% | Aug 10, 2026 |
| First Trust Advisors LP | Reduce 15.92% | -$626K | $3.3M | 0.00% | Aug 11, 2026 |
| Wedmont Private Capital | Added 102.18% | +$620K | $1.23M | 0.03% | Jul 13, 2026 |
| Almanack Investment Partners, LLC. | Reduce 73.52% | -$620K | $223K | 0.03% | Jul 30, 2026 |
| Libra Wealth LLC | Added 12.44% | +$595K | $5.38M | 1.38% | Aug 6, 2026 |
| Cambient Family Office, LLC | Reduce 21.85% | -$567K | $2.03M | 0.25% | Aug 13, 2026 |
| Pennsylvania Capital Management Inc | Sell 100% | -$567K | $0 | 0.00% | Jul 24, 2026 |
| Axq Capital, LP | New Buy | +$556K | $556K | 0.06% | Aug 6, 2026 |
| COFG Advisors, LLC | Reduce 29.04% | -$549K | $1.34M | 0.23% | Aug 14, 2026 |
| Cascade Financial Partners, LLC | Sell 100% | -$537K | $0 | 0.00% | Aug 4, 2026 |
| LaSalle St. Investment Advisors, LLC | Reduce 22.68% | -$523K | $1.78M | 0.22% | Aug 11, 2026 |
| Willis Johnson & Associates, Inc. | Sell 100% | -$496K | $0 | 0.00% | Aug 13, 2026 |
| Arbor Capital Management Inc | Reduce 17.40% | -$490K | $2.33M | 2.29% | Aug 6, 2026 |
| Spectrum Strategic Capital Management, LLC | Added 29.06% | +$469K | $2.08M | 1.03% | Aug 14, 2026 |
| Fiduciary Financial Advisors | New Buy | +$456K | $456K | 0.05% | Aug 14, 2026 |
| Corps Capital Advisors, LLC | Reduce 54.75% | -$452K | $374K | 0.30% | Jul 22, 2026 |
| Signal Advisors Wealth, LLC | Added 37.50% | +$447K | $1.64M | 0.08% | Aug 4, 2026 |
| SevenBridge Financial Group, LLC | Added 9.16% | +$442K | $5.27M | 0.77% | Aug 12, 2026 |
| Compass Ion Advisors, LLC | Reduce 3.39% | -$434K | $12.4M | 1.07% | Aug 12, 2026 |
| Alpha Financial Partners LLC | New Buy | +$421K | $421K | 0.22% | Aug 11, 2026 |
| Spire Wealth Management | Added 15.03% | +$419K | $3.21M | 0.10% | Jul 15, 2026 |
| Farringdon Capital, Ltd. | Added 15.76% | +$408K | $3M | 1.49% | Aug 12, 2026 |
| Atria Investments, Inc | Added 47.11% | +$401K | $1.25M | 0.01% | Jul 28, 2026 |
| LFG Wealth Partners, LLC | Added 17.61% | +$397K | $2.65M | 1.24% | Aug 5, 2026 |
| Weil Company, Inc. | Reduce 48.71% | -$395K | $416K | 0.07% | Aug 5, 2026 |
| Beaumont Financial Advisors, LLC | Added 1.73% | +$393K | $23.1M | 1.47% | Aug 4, 2026 |
| Evexia Wealth LLC | Added 12.25% | +$385K | $3.53M | 0.95% | Aug 7, 2026 |
| Bearing Point Capital, LLC | Reduce 23.95% | -$382K | $1.21M | 0.16% | Aug 11, 2026 |
| Broussard Financial Group LLC | New Buy | +$381K | $381K | 0.31% | Jul 27, 2026 |
| Precision Wealth Strategies, LLC | Added 34.68% | +$374K | $1.45M | 0.44% | Aug 10, 2026 |
| Belpointe Asset Management LLC | Reduce 45.90% | -$366K | $431K | 0.01% | Jul 31, 2026 |
| Broadhurst Jeffrey B | Sell 100% | -$365K | $0 | 0.00% | Aug 12, 2026 |
| Wiser Wealth Management, Inc | Added 122.22% | +$353K | $642K | 0.12% | Jul 14, 2026 |
