| Atria Investments, Inc | Sell 100% | -$7.55M | $0 | 0.00% | Jul 28, 2026 |
| BAM Wealth Management, LLC | Sell 100% | -$4.49M | $0 | 0.00% | Jul 14, 2026 |
| Assetmark, Inc | Added 8.09% | +$1.23M | $16.4M | 0.03% | Jul 30, 2026 |
| VestGen Advisors, LLC | Sell 100% | -$1.06M | $0 | 0.00% | Aug 11, 2026 |
| VestGen Investment Management | Sell 100% | -$930K | $0 | 0.00% | Jul 31, 2026 |
| Faithward Advisors, LLC | Added 37.11% | +$898K | $3.32M | 0.41% | Aug 12, 2026 |
| Oakmont Advisory Group, LLC | New Buy | +$871K | $871K | 0.73% | Aug 3, 2026 |
| Park Avenue Securities LLC | New Buy | +$801K | $801K | 0.01% | Jul 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | Sell 100% | -$781K | $0 | 0.00% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 18.86% | +$771K | $4.86M | 0.01% | Aug 7, 2026 |
| Signal Advisors Wealth, LLC | Sell 100% | -$733K | $0 | 0.00% | Aug 4, 2026 |
| LM Advisors LLC | Added 1963.52% | +$630K | $662K | 0.08% | Aug 12, 2026 |
| World Equity Group, Inc. | Sell 100% | -$572K | $0 | 0.00% | Jul 9, 2026 |
| Harvest Investment Services, LLC | Added 59.64% | +$531K | $1.42M | 0.22% | Aug 14, 2026 |
| Beck Capital Management, LLC | New Buy | +$492K | $492K | 0.09% | Aug 14, 2026 |
| REAP Financial Group, LLC | Added 5.96% | +$446K | $7.92M | 1.35% | Aug 4, 2026 |
| Goldstein Advisors, LLC | New Buy | +$410K | $410K | 0.04% | Jul 20, 2026 |
| Brookstone Capital Management | Reduce 28.47% | -$380K | $956K | 0.01% | Jul 15, 2026 |
| Old Mission Capital LLC | Added 35.80% | +$291K | $1.1M | 0.02% | Aug 14, 2026 |
| Ameriflex Group, Inc. | New Buy | +$264K | $264K | 0.11% | Aug 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | Sell 100% | -$256K | $0 | 0.00% | Jul 6, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell 100% | -$254K | $0 | 0.00% | Jul 20, 2026 |
| Arbor Capital Management Inc | Sell 100% | -$224K | $0 | 0.00% | Aug 6, 2026 |
| Mutual Advisors, LLC | Added 39.49% | +$221K | $780K | 0.01% | Aug 14, 2026 |
| ERn Financial, LLC | New Buy | +$219K | $219K | 0.04% | Jul 23, 2026 |
| TopTier Wealth Management, LLC | Sell 100% | -$198K | $0 | 0.00% | Jul 14, 2026 |
| Integrity Financial Corp | Reduce 6.34% | -$151K | $2.24M | 1.07% | Jul 31, 2026 |
| Grantvest Financial Group LLC | Added 51.96% | +$145K | $425K | 0.25% | Aug 7, 2026 |
| Keystone Wealth Services, LLC | Added 2.49% | +$139K | $5.73M | 1.06% | Aug 5, 2026 |
| Clear Creek Financial Management, LLC | Reduce 3.37% | -$112K | $3.2M | 0.21% | Jul 28, 2026 |
| Mgo One Seven LLC | Reduce 11.94% | -$109K | $806K | 0.01% | Jul 31, 2026 |
| Oppenheimer & Co Inc | Reduce 11.21% | -$109K | $861K | 0.01% | Aug 3, 2026 |
| Gateway Wealth Partners, LLC | Reduce 24.71% | -$92.1K | $281K | 0.02% | Aug 4, 2026 |
| Fiduciary Financial Advisors | New Buy | +$91K | $91K | 0.01% | Aug 14, 2026 |
| Founders Financial Securities LLC | Added 5.12% | +$81.8K | $1.68M | 0.09% | Jul 31, 2026 |
| RFG Advisory, LLC | Added 9.26% | +$77.9K | $920K | 0.01% | Jul 15, 2026 |
| Outlook Wealth Advisors, LLC | Reduce 20.66% | -$77.6K | $298K | 0.06% | Aug 3, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 10.11% | -$77.4K | $689K | 0.01% | Jul 28, 2026 |
| Main Street Financial Solutions, LLC | Reduce 2.98% | -$68.7K | $2.23M | 0.14% | Aug 7, 2026 |
| Silver Oak Securities, Incorporated | Added 12.12% | +$61.3K | $567K | 0.03% | Aug 7, 2026 |
| 1776 Wealth LLC | Reduce 3.87% | -$59.8K | $1.49M | 0.52% | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 2.80% | -$57.7K | $2M | 0.02% | Jul 27, 2026 |
| United Capital Financial Advisors, LLC | Added 10.98% | +$50.7K | $512K | 0.00% | Aug 17, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$43.9K | $0 | 0.00% | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | Added 2.38% | +$36.8K | $1.58M | 0.08% | Jul 28, 2026 |
| Legacy Private Trust Co. | Reduce 4.33% | -$29.9K | $662K | 0.04% | Jul 21, 2026 |
| FWG Investments, LLC. | Added 1.65% | +$23.2K | $1.43M | 0.76% | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | Reduce 3.40% | -$20.1K | $571K | 0.08% | Aug 11, 2026 |
| Sigma Planning Corp | Added 6.53% | +$15.5K | $252K | 0.01% | Aug 7, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$15.2K | $15.2K | 0.00% | Jul 23, 2026 |
| Accel Wealth Management | Reduce 2.77% | -$13.4K | $470K | 0.11% | Jul 10, 2026 |
| Fragasso Financial Advisors Inc | Reduce 0.68% | -$12.5K | $1.83M | 0.10% | Jul 9, 2026 |
| FSB Premier Wealth Management, Inc. | Reduce 1.19% | -$12.1K | $998K | 0.28% | Aug 12, 2026 |
| Continuum Advisory, LLC | New Buy | +$12.1K | $12.1K | 0.00% | Aug 6, 2026 |
| RiverTree Advisors, LLC | Added 0.49% | +$8.73K | $1.77M | 1.05% | Jul 22, 2026 |
| Arkadios Wealth Advisors | Reduce 3.09% | -$6.74K | $211K | 0.00% | Aug 10, 2026 |
| Ignite Planners, LLC | Added 0.51% | +$5.23K | $1.03M | 0.14% | Jul 23, 2026 |
| Plotkin Financial Advisors, LLC | Reduce 1.57% | -$4.81K | $302K | 0.13% | Aug 14, 2026 |
| Prospera Financial Services Inc | Reduce 0.92% | -$3.45K | $372K | 0.01% | Jul 15, 2026 |
| Lanark Financial, Inc. | Reduce 2.91% | -$3.29K | $110K | 0.01% | Jul 21, 2026 |
| Pitti Group Wealth Management, LLC | Reduce 1.07% | -$3.03K | $281K | 0.20% | Aug 12, 2026 |
| Castleview Partners, LLC | Reduce 0.42% | -$2.35K | $552K | 0.24% | Jul 20, 2026 |
