| Integral Health Asset Management, LLC | Sell 100% | -$17.5M | $0 | 0.00% | Aug 14, 2026 |
| Hennessy Advisors Inc | Sell 100% | -$7.62M | $0 | 0.00% | Jul 16, 2026 |
| Brandes Investment Partners, LP | Added 18.95% | +$6.9M | $43.3M | 0.30% | Aug 14, 2026 |
| Abc Arbitrage SA | New Buy | +$5.42M | $5.42M | 0.59% | Jul 20, 2026 |
| Quantinno Capital Management LP | Added 54.67% | +$4.22M | $11.9M | 0.01% | Aug 13, 2026 |
| Diversified Management Inc | Sell 100% | -$1.65M | $0 | 0.00% | Jul 10, 2026 |
| Cinctive Capital Management LP | Added 68.70% | +$1.54M | $3.78M | 0.14% | Aug 14, 2026 |
| Pzena Investment Management LLC | Reduce 0.40% | -$1.37M | $339M | 1.00% | Aug 7, 2026 |
| Assetmark, Inc | Added 37.98% | +$1.14M | $4.13M | 0.01% | Jul 30, 2026 |
| Tidal Investments LLC | Added 96.03% | +$1.11M | $2.26M | 0.00% | Aug 13, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$565K | $0 | 0.00% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 65.15% | +$512K | $1.3M | 0.00% | Aug 7, 2026 |
| Autumn Glory Partners, LLC | Sell 100% | -$494K | $0 | 0.00% | Aug 3, 2026 |
| Sequoia Financial Advisors, LLC | Added 94.95% | +$435K | $894K | 0.00% | Jul 17, 2026 |
| Corient IA LP | Sell 100% | -$338K | $0 | 0.00% | Aug 12, 2026 |
| Baron Wealth Management LLC | New Buy | +$336K | $336K | 0.09% | Jul 7, 2026 |
| Transmarket Holdings LP | New Buy | +$293K | $293K | 0.22% | Jul 21, 2026 |
| Syon Capital LLC | New Buy | +$292K | $292K | 0.01% | Aug 14, 2026 |
| Axq Capital, LP | Sell 100% | -$288K | $0 | 0.00% | Aug 6, 2026 |
| QRG Capital Management, Inc. | Added 15.74% | +$274K | $2.02M | 0.02% | Jul 14, 2026 |
| Barometer Capital Management Inc. | Added 25.97% | +$271K | $1.32M | 0.37% | Aug 12, 2026 |
| Nia Impact Advisors, LLC | Reduce 7.34% | -$245K | $3.09M | 1.28% | Aug 3, 2026 |
| PKS Advisory Services, LLC | New Buy | +$224K | $224K | 0.04% | Aug 4, 2026 |
| HUB Investment Partners, LLC | New Buy | +$207K | $207K | 0.00% | Jul 31, 2026 |
| Arbor Investment Advisors, LLC | New Buy | +$201K | $201K | 0.02% | Jul 24, 2026 |
| Todd Asset Management LLC | Added 0.68% | +$200K | $29.5M | 0.52% | Aug 4, 2026 |
| Kathmere Capital Management, LLC | Added 65.25% | +$143K | $362K | 0.02% | Jul 29, 2026 |
| Versant Capital Management, Inc | Added 60.23% | +$132K | $351K | 0.03% | Jul 2, 2026 |
| D'Orazio & Associates, Inc. | Added 51.72% | +$104K | $305K | 0.04% | Jul 28, 2026 |
| Evergreen Capital Management LLC | Reduce 19.35% | -$100K | $418K | 0.01% | Jul 23, 2026 |
| Vident Advisory, LLC | Reduce 9.74% | -$99.3K | $920K | 0.01% | Aug 12, 2026 |
| Caprock Group, LLC | Added 18.12% | +$91.3K | $595K | 0.01% | Jul 27, 2026 |
| Oppenheimer Asset Management Inc. | Added 12.02% | +$72.8K | $679K | 0.01% | Aug 3, 2026 |
| Lanark Financial, Inc. | Added 13.81% | +$65.9K | $543K | 0.04% | Jul 21, 2026 |
| Ethic Inc. | Reduce 8.12% | -$63.8K | $722K | 0.01% | Jul 29, 2026 |
| LVW Advisors, LLC | Reduce 20.37% | -$61.5K | $240K | 0.02% | Jul 15, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$38.9K | $38.9K | 0.01% | Jul 23, 2026 |
| Aaron Wealth Advisors LLC | Added 10.25% | +$38.1K | $409K | 0.02% | Jul 16, 2026 |
| United Capital Financial Advisors, LLC | Added 14.72% | +$33.6K | $262K | 0.00% | Aug 17, 2026 |
| Bruce G. Allen Investments, LLC | Reduce 87.38% | -$30.2K | $4.36K | 0.00% | Jul 31, 2026 |
| Davis Capital Management | New Buy | +$29.2K | $29.2K | 0.02% | Jul 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Added 8.37% | +$29.2K | $378K | 0.01% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 7.85% | +$23.5K | $323K | 0.00% | Aug 14, 2026 |
| DMC Group, LLC | Reduce 3.88% | -$19.7K | $488K | 0.33% | Jul 28, 2026 |
| Intentional Wealth Strategies, LLC | Sell 100% | -$13.9K | $0 | 0.00% | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 57.20% | +$12.1K | $33.3K | 0.00% | Aug 7, 2026 |
| Hartford Financial Management Inc. | Reduce 24.03% | -$10.8K | $34.1K | 0.01% | Jul 24, 2026 |
| Owl Creek Wealth Partners LLC | Added 468.42% | +$10.1K | $12.2K | 0.00% | Jul 20, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$7.46K | $7.46K | 0.00% | Aug 13, 2026 |
| Summit Trail Advisors, LLC | Reduce 0.81% | -$6.9K | $841K | 0.01% | Aug 11, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$6.61K | $0 | 0.00% | Aug 13, 2026 |
| Salomon & Ludwin, LLC | Reduce 31.66% | -$6.33K | $13.7K | 0.00% | Aug 7, 2026 |
| Elevation Wealth Partners, LLC | New Buy | +$5.86K | $5.86K | 0.00% | Jul 8, 2026 |
| Huntington National Bank | Added 9.38% | +$4.93K | $57.5K | 0.00% | Aug 13, 2026 |
| LifeSteps Financial, Inc. | New Buy | +$4.52K | $4.52K | 0.00% | Jul 17, 2026 |
| Trek Financial, LLC | Added 1.78% | +$4.48K | $256K | 0.01% | Aug 13, 2026 |
| Mather Group, LLC. | New Buy | +$3.39K | $3.39K | 0.00% | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | Added 31.06% | +$3.39K | $14.3K | 0.00% | Jul 28, 2026 |
| Summit Financial, LLC | Added 0.47% | +$2.96K | $638K | 0.01% | Aug 12, 2026 |
| Financial Consulate, Inc | Added 38.55% | +$2.89K | $10.4K | 0.00% | Jul 23, 2026 |
| Fiduciary Financial Advisors | New Buy | +$2.51K | $2.51K | 0.00% | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | Added 87.16% | +$2.15K | $4.62K | 0.00% | Aug 14, 2026 |
| Bell Investment Advisors, Inc | New Buy | +$1.9K | $1.9K | 0.00% | Aug 7, 2026 |
| Guggenheim Capital LLC | Reduce 0.39% | -$1.9K | $488K | 0.00% | Aug 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | Sell 100% | -$1.87K | $0 | 0.00% | Aug 10, 2026 |
| Montag A & Associates Inc | Added 15.13% | +$1.74K | $13.3K | 0.00% | Aug 5, 2026 |
| First Command Advisory Services, Inc. | New Buy | +$1.61K | $1.61K | 0.00% | Aug 10, 2026 |
| UMB Bank, n.a. | Added 0.39% | +$1.33K | $344K | 0.00% | Aug 13, 2026 |
| Highland Capital Management, LLC | Added 0.14% | +$1.13K | $830K | 0.04% | Jul 21, 2026 |
| Uncommon Cents Investing LLC | Added 0.12% | +$1.13K | $917K | 0.20% | Jul 20, 2026 |
| Retirement Wealth Solutions LLC | Reduce 57.69% | -$1.02K | $747 | 0.00% | Jul 7, 2026 |
| Frazier Financial Advisors, LLC | Sell 100% | -$835 | $0 | 0.00% | Aug 10, 2026 |
| Zions Bancorporation, National Association | Sell 100% | -$722 | $0 | 0.00% | Jul 31, 2026 |
| Innovative Asset Advisors Group, LLC | Sell 100% | -$699 | $0 | 0.00% | Aug 5, 2026 |
| SHP Wealth Management | New Buy | +$543 | $543 | 0.00% | Aug 11, 2026 |
| Cornerstone Financial Management LLC | Added 88.46% | +$520 | $1.11K | 0.00% | Aug 28, 2026 |
| Signature Equity Partners, LLC | Added 23.81% | +$452 | $2.35K | 0.00% | Jul 30, 2026 |
| Manning & Napier Advisors LLC | Added 23.46% | +$431 | $2.27K | 0.00% | Aug 14, 2026 |
| LRI Investments, LLC | New Buy | +$384 | $384 | 0.00% | Jul 14, 2026 |
| Motco | New Buy | +$362 | $362 | 0.00% | Jul 31, 2026 |
| Bogart Wealth, LLC | Added 700.00% | +$158 | $181 | 0.00% | Jul 24, 2026 |
| Whittier Trust Co | New Buy | +$142 | $142 | 0.00% | Jul 28, 2026 |
| TD Private Client Wealth LLC | Added 1.62% | +$113 | $7.1K | 0.00% | Aug 4, 2026 |
| Principia Wealth Advisory, LLC | Added 13.16% | +$113 | $972 | 0.00% | Aug 26, 2026 |
| Monetary Solutions, Ltd | New Buy | +$90 | $90 | 0.00% | Jul 23, 2026 |
| MV Capital Management, Inc. | Reduce 9.52% | -$45 | $430 | 0.00% | Jul 30, 2026 |
| Axiom Investment Management LLC | New Buy | +$45 | $45 | 0.00% | Jul 31, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$22 | $0 | 0.00% | Jul 20, 2026 |
