| Arkadios Wealth Advisors | Reduce 96.48% | -$17.2M | $626K | 0.01% | Aug 10, 2026 |
| Wagner Wealth Management, LLC | Added 39.54% | +$6.86M | $24.2M | 4.48% | Jul 24, 2026 |
| Evergreen Capital Management LLC | Added 96.03% | +$5.28M | $10.8M | 0.19% | Jul 23, 2026 |
| North Ground Capital | Reduce 82.93% | -$2.17M | $447K | 0.54% | Aug 13, 2026 |
| Sit Investment Associates Inc | Added 10.96% | +$2.12M | $21.5M | 0.41% | Aug 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 52.89% | -$1.95M | $1.74M | 0.18% | Jul 16, 2026 |
| Kovack Advisors, Inc. | Added 77.92% | +$1.82M | $4.15M | 0.20% | Jul 29, 2026 |
| Independent Financial Group, LLC | Added 37.35% | +$1.52M | $5.59M | 0.10% | Jul 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 6.57% | +$1.21M | $19.6M | 6.01% | Aug 10, 2026 |
| Arlington Capital Management, Inc. | New Buy | +$1.11M | $1.11M | 0.69% | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | Reduce 69.64% | -$1.05M | $457K | 0.02% | Jul 22, 2026 |
| Perryman Financial Advisory Inc | Sell 100% | -$911K | $0 | 0.00% | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 47.74% | -$804K | $880K | 0.01% | Aug 11, 2026 |
| Concorde Asset Management, LLC | Sell 100% | -$799K | $0 | 0.00% | Aug 18, 2026 |
| Mission Hills Financial Advisory, LLC | Added 509.97% | +$650K | $777K | 0.34% | Aug 14, 2026 |
| Matisse Capital | Added 9.79% | +$554K | $6.21M | 2.49% | Aug 12, 2026 |
| &Partners | Reduce 17.61% | -$438K | $2.05M | 0.01% | Aug 14, 2026 |
| TrueMark Investments, LLC | Added 80.09% | +$364K | $818K | 0.10% | Jul 22, 2026 |
| Noble Wealth Management PBC | Added 15.56% | +$335K | $2.49M | 1.11% | Jul 1, 2026 |
| Calamos Advisors LLC | Added 80.82% | +$309K | $691K | 0.00% | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | Reduce 68.48% | -$308K | $142K | 0.01% | Jul 28, 2026 |
| Innovative Asset Advisors Group, LLC | New Buy | +$293K | $293K | 0.13% | Aug 5, 2026 |
| Arete Wealth Advisors, LLC | Sell 100% | -$291K | $0 | 0.00% | Aug 13, 2026 |
| IFG Advisory, LLC | New Buy | +$282K | $282K | 0.01% | Aug 14, 2026 |
| Castleview Partners, LLC | Added 12.99% | +$280K | $2.43M | 1.07% | Jul 20, 2026 |
| Andina Capital Management, LLC | Sell 100% | -$259K | $0 | 0.00% | Aug 5, 2026 |
| Diversified Enterprises, LLC | Reduce 13.63% | -$256K | $1.62M | 0.08% | Jul 31, 2026 |
| Oppenheimer & Co Inc | Added 37.32% | +$241K | $888K | 0.01% | Aug 3, 2026 |
| Summit Securities Group LLC | Sell 100% | -$240K | $0 | 0.00% | Aug 3, 2026 |
| Vista Finance, LLC | Reduce 2.22% | -$221K | $9.72M | 5.43% | Jul 16, 2026 |
| Tactive Advisors, LLC | New Buy | +$216K | $216K | 0.05% | Jul 9, 2026 |
| Annex Advisory Services, LLC | Sell 100% | -$197K | $0 | 0.00% | Jul 10, 2026 |
| Rothschild Wealth LLC | Reduce 50.44% | -$168K | $165K | 0.01% | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | Reduce 8.12% | -$162K | $1.83M | 0.02% | Aug 5, 2026 |
| Moors & Cabot, Inc. | Sell 100% | -$157K | $0 | 0.00% | Aug 10, 2026 |
| Choreo, LLC | Added 12.95% | +$154K | $1.34M | 0.01% | Aug 4, 2026 |
| Ellis Investment Partners, LLC | Added 3.32% | +$148K | $4.6M | 0.70% | Aug 5, 2026 |
| Centerpoint Advisory Group | Reduce 56.49% | -$147K | $113K | 0.07% | Jul 29, 2026 |
| Van Hulzen Asset Management, LLC | Sell 100% | -$146K | $0 | 0.00% | Aug 13, 2026 |
| McAdam, LLC | Reduce 37.15% | -$143K | $242K | 0.01% | Aug 4, 2026 |
| Balefire, LLC | Reduce 37.32% | -$118K | $198K | 0.03% | Jul 7, 2026 |
| Signal Advisors Wealth, LLC | Reduce 29.38% | -$113K | $271K | 0.01% | Aug 4, 2026 |
| Strong Retirement Solutions LLC | Reduce 30.27% | -$113K | $260K | 0.16% | Jul 20, 2026 |
| Closed-End Fund Advisors, Inc. | Reduce 8.30% | -$109K | $1.21M | 1.18% | Jul 27, 2026 |
| Pacific Excel Wealth Advisors, Inc. | New Buy | +$108K | $108K | 0.04% | Jul 6, 2026 |
| Dean, Jacobson Financial Services, LLC | Reduce 57.56% | -$108K | $79.4K | 0.04% | Jul 29, 2026 |
| Great Valley Advisor Group, Inc. | Reduce 53.51% | -$105K | $91K | 0.00% | Aug 10, 2026 |
| Sax Wealth Advisors, LLC | New Buy | +$102K | $102K | 0.00% | Jul 9, 2026 |
| Inspire Advisors, LLC | Reduce 11.92% | -$101K | $747K | 0.05% | Aug 13, 2026 |
| RFG Advisory, LLC | Reduce 19.60% | -$99.7K | $409K | 0.01% | Jul 15, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$95.8K | $95.8K | 0.00% | Jul 28, 2026 |
| McGowan Group Asset Management, Inc. | Sell 100% | -$87.9K | $0 | 0.00% | Aug 12, 2026 |
| Greenleaf Trust | Sell 100% | -$85.7K | $0 | 0.00% | Jul 21, 2026 |
| WCG Wealth Advisors LLC | Reduce 25.88% | -$85.7K | $246K | 0.01% | Aug 14, 2026 |
| Wealthspire Retirement, LLC | Reduce 37.26% | -$79.8K | $134K | 0.01% | Aug 12, 2026 |
| Lido Advisors, LLC | Sell 100% | -$79.8K | $0 | 0.00% | Aug 7, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$76.4K | $76.4K | 0.00% | Aug 10, 2026 |
| Diversify Wealth Management, LLC | New Buy | +$76.4K | $76.4K | 0.00% | Jul 30, 2026 |
| Summit Financial, LLC | Added 1.26% | +$71.9K | $5.8M | 0.06% | Aug 12, 2026 |
| Gerber, LLC | Sell 100% | -$71.8K | $0 | 0.00% | Jul 29, 2026 |
| Perigon Wealth Management, LLC | Sell 100% | -$69.9K | $0 | 0.00% | Aug 7, 2026 |
| Independent Advisor Alliance | Sell 100% | -$67.5K | $0 | 0.00% | Aug 12, 2026 |
| Compass Ion Advisors, LLC | Sell 100% | -$65.3K | $0 | 0.00% | Aug 12, 2026 |
| TRB Wealth Management, LLC | Sell 100% | -$63.9K | $0 | 0.00% | Aug 12, 2026 |
| Certior Financial Group, LLC | Reduce 3.51% | -$63.4K | $1.75M | 0.96% | Jul 20, 2026 |
| BridgePort Financial Solutions, LLC | Sell 100% | -$62.4K | $0 | 0.00% | Jul 24, 2026 |
| Fund Advisors of America Inc | Added 4.43% | +$60.9K | $1.43M | 1.30% | Aug 11, 2026 |
| Financial Gravity Companies, Inc. | Reduce 22.65% | -$54.8K | $187K | 0.03% | Aug 5, 2026 |
| Kintra Wealth, LLC | New Buy | +$51.9K | $51.9K | 0.00% | Aug 14, 2026 |
| Belpointe Asset Management LLC | Sell 100% | -$51.8K | $0 | 0.00% | Jul 31, 2026 |
| Geneos Wealth Management Inc. | Added 10.84% | +$48K | $491K | 0.01% | Aug 6, 2026 |
| Maridea Wealth Management LLC | Added 14.84% | +$46.6K | $361K | 0.04% | Aug 6, 2026 |
| Ameriflex Group, Inc. | Added 108.15% | +$45K | $86.5K | 0.04% | Aug 14, 2026 |
| Mgo One Seven LLC | Added 54.28% | +$40K | $114K | 0.00% | Jul 31, 2026 |
| Channel Wealth LLC | Reduce 33.76% | -$37.2K | $73K | 0.02% | Aug 4, 2026 |
| Investmark Advisory Group LLC | Reduce 7.88% | -$37.1K | $433K | 0.16% | Aug 7, 2026 |
| Inscription Capital, LLC | Reduce 5.97% | -$36.8K | $580K | 0.05% | Aug 13, 2026 |
| Intrua Financial, LLC | Reduce 25.08% | -$35.8K | $107K | 0.01% | Jul 24, 2026 |
| Nomura Holdings Inc | Reduce 27.55% | -$34.4K | $90.4K | 0.00% | Aug 14, 2026 |
| Foundations Investment Advisors, LLC | Reduce 14.44% | -$34.3K | $203K | 0.00% | Aug 14, 2026 |
| Park Avenue Securities LLC | Added 38.80% | +$33.8K | $121K | 0.00% | Jul 20, 2026 |
| Continuum Advisory, LLC | New Buy | +$33.3K | $33.3K | 0.00% | Aug 6, 2026 |
| Absolute Investment Advisers, LLC | Reduce 1.18% | -$33K | $2.75M | 0.27% | Jul 21, 2026 |
| Jefferies Financial Group Inc. | Reduce 24.79% | -$32.3K | $97.9K | 0.00% | Aug 17, 2026 |
| Integrity Alliance, LLC. | Reduce 24.25% | -$31.7K | $99.2K | 0.00% | Jul 31, 2026 |
| COFG Advisors, LLC | Reduce 9.84% | -$31.3K | $287K | 0.05% | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | Sell 100% | -$28.6K | $0 | 0.00% | Jul 20, 2026 |
| Trivium Point Advisory, LLC | Added 3.68% | +$28.2K | $793K | 0.07% | Aug 6, 2026 |
| Cassaday & Co Wealth Management LLC | Sell 100% | -$27.9K | $0 | 0.00% | Aug 10, 2026 |
| MFA Wealth Services | Reduce 21.47% | -$27.6K | $101K | 0.06% | Jul 22, 2026 |
| Highline Wealth Partners LLC | New Buy | +$27.4K | $27.4K | 0.01% | Jul 15, 2026 |
| West Michigan Advisors, LLC | Reduce 4.06% | -$27.3K | $645K | 0.12% | Aug 21, 2026 |
| LexAurum Advisors, LLC | Reduce 20.20% | -$25.2K | $99.3K | 0.01% | Jul 15, 2026 |
| Capital Asset Advisory Services LLC | Reduce 18.86% | -$22.3K | $95.8K | 0.00% | Aug 14, 2026 |
| Gen-Wealth Partners Inc | Reduce 27.26% | -$21.5K | $57.4K | 0.02% | Aug 10, 2026 |
| Global Assets Advisory, LLC | Reduce 27.25% | -$21.1K | $56.3K | 0.01% | Jul 27, 2026 |
| Virtus Investment Advisers, LLC | Added 4.49% | +$20.6K | $479K | 0.11% | Aug 11, 2026 |
| PFG Investments, LLC | Reduce 5.98% | -$19.9K | $312K | 0.01% | Jul 23, 2026 |
| Brookstone Capital Management | Reduce 19.57% | -$19.7K | $80.9K | 0.00% | Jul 15, 2026 |
| BLB&B Advisors, LLC | Reduce 25.47% | -$19.3K | $56.5K | 0.00% | Aug 5, 2026 |
