| Wealth Management Resources, Inc. | New Buy | +$15.2M | $15.2M | 4.70% | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | Added 2038.12% | +$10.8M | $11.3M | 0.11% | Aug 11, 2026 |
| Athena Wealth Management, LLC | Added 9.90% | +$3.67M | $40.7M | 30.28% | Jul 21, 2026 |
| Perspective Wealth Advisors LLC | Reduce 44.57% | -$2.76M | $3.43M | 1.89% | Aug 14, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$2.24M | $0 | 0.00% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 15.88% | +$2.04M | $14.9M | 0.03% | Aug 7, 2026 |
| Howard Wealth Management, LLC | Added 63.64% | +$1.99M | $5.12M | 1.89% | Jul 21, 2026 |
| Kastel Capital Advisors, LLC | New Buy | +$1.7M | $1.7M | 1.08% | Jul 9, 2026 |
| PFG Advisors | New Buy | +$1.54M | $1.54M | 0.08% | Jul 16, 2026 |
| Huntleigh Advisors, Inc. | Reduce 29.39% | -$1.53M | $3.67M | 0.51% | Aug 4, 2026 |
| FCG Investment Co | Reduce 35.20% | -$732K | $1.35M | 0.47% | Jul 13, 2026 |
| Tounjian Advisory Partners, LLC | Reduce 99.80% | -$699K | $1.4K | 0.00% | Aug 7, 2026 |
| Elm3 Financial Group, LLC | Added 112.35% | +$616K | $1.17M | 0.80% | Jul 29, 2026 |
| Meadowbrook Advisors Group, LLC | New Buy | +$564K | $564K | 0.30% | Aug 7, 2026 |
| Planning Directions Inc | Reduce 7.87% | -$473K | $5.54M | 2.56% | Aug 10, 2026 |
| WealthTrust Axiom LLC | Added 4.91% | +$435K | $9.28M | 2.07% | Aug 11, 2026 |
| Cottage Street Advisors LLC | Added 11.09% | +$348K | $3.49M | 1.35% | Jul 21, 2026 |
| Prospera Financial Services Inc | Sell 100% | -$340K | $0 | 0.00% | Jul 15, 2026 |
| Herbst Group, LLC | Sell 100% | -$333K | $0 | 0.00% | Jul 9, 2026 |
| Lakeridge Wealth Management LLC | Added 8.53% | +$317K | $4.04M | 1.48% | Jul 14, 2026 |
| Foronjy Financial LLC | Reduce 41.60% | -$298K | $418K | 0.15% | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | Sell 100% | -$288K | $0 | 0.00% | Aug 7, 2026 |
| OmniStar Financial Group, Inc. | New Buy | +$284K | $284K | 0.13% | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | Added 2.75% | +$242K | $9.05M | 0.48% | Jul 27, 2026 |
| DAVENPORT & Co LLC | Added 23.50% | +$236K | $1.24M | 0.01% | Jul 13, 2026 |
| GK Wealth Management LLC | New Buy | +$221K | $221K | 0.12% | Jul 7, 2026 |
| Tableaux LLC | Added 3.26% | +$216K | $6.85M | 2.88% | Aug 7, 2026 |
| Flavin Financial Services, Inc. | Added 13.47% | +$195K | $1.64M | 0.94% | Aug 13, 2026 |
| Great Lakes Retirement, Inc. | Added 6.05% | +$188K | $3.3M | 0.29% | Jul 30, 2026 |
| TD Capital Management LLC | Sell 100% | -$186K | $0 | 0.00% | Aug 6, 2026 |
| Fortis Capital Management LLC | Added 5.55% | +$182K | $3.47M | 0.39% | Aug 13, 2026 |
| Strategic Blueprint, LLC | Added 8.79% | +$175K | $2.16M | 0.11% | Jul 23, 2026 |
| Kraft, Davis & Associates, LLC | Reduce 2.84% | -$165K | $5.64M | 1.18% | Jul 9, 2026 |
| Snowden Capital Advisors LLC | Added 6.08% | +$160K | $2.8M | 0.07% | Aug 13, 2026 |
| Schwallier Wealth Management LLC | Reduce 7.50% | -$157K | $1.93M | 1.22% | Aug 14, 2026 |
| TradeWell Securities, LLC. | Added 8.64% | +$144K | $1.81M | 0.64% | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | Added 2.88% | +$134K | $4.77M | 0.05% | Aug 5, 2026 |
| Revisor Wealth Management LLC | Added 27.79% | +$123K | $566K | 0.14% | Jul 22, 2026 |
| &Partners | Added 16.95% | +$116K | $798K | 0.00% | Aug 14, 2026 |
| RCS Financial Planning, LLC | Added 1.81% | +$112K | $6.29M | 2.98% | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | New Buy | +$93.1K | $93.1K | 0.01% | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | New Buy | +$93.1K | $93.1K | 0.00% | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | Reduce 62.16% | -$67.3K | $41K | 0.01% | Aug 3, 2026 |
| Csenge Advisory Group | Added 15.04% | +$66.9K | $512K | 0.02% | Aug 10, 2026 |
| Lowery Thomas, LLC | Reduce 1.64% | -$61.9K | $3.72M | 1.82% | Jul 29, 2026 |
| Basepoint Wealth LLC | Sell 100% | -$58.9K | $0 | 0.00% | Aug 10, 2026 |
| Sigma Planning Corp | Added 22.18% | +$54.1K | $298K | 0.01% | Aug 7, 2026 |
| Essex Financial Services, Inc. | Reduce 8.12% | -$48.6K | $550K | 0.03% | Aug 10, 2026 |
| Blueline Advisors LLC | New Buy | +$43K | $43K | 0.03% | Jul 27, 2026 |
| Kovack Advisors, Inc. | Added 17.05% | +$41.3K | $283K | 0.01% | Jul 29, 2026 |
| Guidance Capital, Inc | Added 7.00% | +$38.9K | $594K | 0.13% | Jul 20, 2026 |
| Southland Equity Partners LLC | Added 10.76% | +$38.3K | $394K | 0.07% | Jul 13, 2026 |
| Seed Wealth Management, Inc. | Reduce 8.05% | -$35.1K | $401K | 0.25% | Jul 27, 2026 |
| Arete Wealth Advisors, LLC | Reduce 0.52% | -$31.5K | $6.01M | 0.40% | Aug 13, 2026 |
| Savvy Advisors, Inc. | Reduce 6.09% | -$30.2K | $466K | 0.01% | Aug 3, 2026 |
| Bogart Wealth, LLC | Reduce 11.43% | -$20K | $155K | 0.01% | Jul 24, 2026 |
| GWN Securities Inc. | Reduce 4.10% | -$17.8K | $417K | 0.07% | Aug 5, 2026 |
| Geneos Wealth Management Inc. | Reduce 53.33% | -$15.3K | $13.4K | 0.00% | Aug 6, 2026 |
| Genesee Capital Advisors, LLC | Added 1.80% | +$14K | $791K | 0.25% | Aug 6, 2026 |
| WPG Advisers, LLC | Reduce 17.19% | -$12.9K | $62.3K | 0.04% | Aug 6, 2026 |
| LaSalle St. Investment Advisors, LLC | Added 1.73% | +$8.72K | $514K | 0.06% | Aug 11, 2026 |
| Principal Securities, Inc. | Reduce 1.13% | -$7.92K | $692K | 0.01% | Aug 4, 2026 |
| Spire Wealth Management | Reduce 13.78% | -$6.26K | $39.2K | 0.00% | Jul 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Reduce 1.35% | -$5.76K | $420K | 0.01% | Jul 17, 2026 |
| Anson Capital, Inc. | Reduce 1.16% | -$5.46K | $467K | 0.30% | Jul 29, 2026 |
| New England Private Wealth Advisors LLC | Added 1.33% | +$4.86K | $370K | 0.04% | Aug 4, 2026 |
| TSFG, LLC | Sell 100% | -$4K | $0 | 0.00% | Jul 23, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$3.95K | $0 | 0.00% | Jul 20, 2026 |
| Virtus Wealth Solutions LLC | Added 0.93% | +$3.71K | $403K | 0.05% | Jul 24, 2026 |
| Kingdom Financial Group LLC. | Reduce 99.07% | -$3.53K | $33 | 0.00% | Aug 7, 2026 |
| LongView Wealth Management | Reduce 0.30% | -$3.06K | $1.01M | 0.26% | Jul 17, 2026 |
| Financially Speaking Inc | Added 0.02% | +$1.45K | $7.54M | 36.61% | Jul 27, 2026 |
| West Branch Capital LLC | Added 0.88% | +$1.05K | $120K | 0.03% | Jul 10, 2026 |
| Private Wealth Asset Management, LLC | New Buy | +$1.02K | $1.02K | 0.00% | Aug 11, 2026 |
| JFS Wealth Advisors, LLC | Added 0.99% | +$952 | $97K | 0.00% | Jul 10, 2026 |
| GHP Investment Advisors, Inc. | Added 1.00% | +$251 | $25.4K | 0.00% | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 0.06% | +$150 | $248K | 0.00% | Jul 20, 2026 |
| JNBA Financial Advisors | Added 1.28% | +$100 | $7.91K | 0.00% | Jul 23, 2026 |
| Abound Wealth Management | Sell 100% | -$26 | $0 | 0.00% | Jul 10, 2026 |
