| Modern Wealth Management, LLC | New Buy | +$26.3M | $26.3M | 0.31% | Aug 14, 2026 |
| Flaharty Asset Management, LLC | Reduce 92.02% | -$26.1M | $2.26M | 3.24% | Jul 8, 2026 |
| First Trust Advisors LP | Added 468.92% | +$16.9M | $20.5M | 0.01% | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | New Buy | +$12.7M | $12.7M | 0.06% | Jul 20, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | Reduce 35.29% | -$10.6M | $19.4M | 0.42% | Aug 11, 2026 |
| Cooper Financial Group | New Buy | +$10.5M | $10.5M | 0.87% | Jul 8, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$10.2M | $10.2M | 0.16% | Jul 28, 2026 |
| Carrera Capital Advisors | Reduce 35.07% | -$10.1M | $18.7M | 2.77% | Aug 3, 2026 |
| Choice Wealth Advisors LLC | Sell 100% | -$8.38M | $0 | 0.00% | Jul 9, 2026 |
| NewSquare Capital LLC | Sell 100% | -$8.21M | $0 | 0.00% | Jul 28, 2026 |
| HFG Wealth Management, LLC | Reduce 58.35% | -$7.78M | $5.56M | 5.59% | Aug 13, 2026 |
| USAdvisors Wealth Management, LLC | New Buy | +$6.73M | $6.73M | 1.93% | Jul 29, 2026 |
| &Partners | Added 34.59% | +$6.72M | $26.1M | 0.11% | Aug 14, 2026 |
| Dunhill Financial, LLC | Added 38.51% | +$5.92M | $21.3M | 4.35% | Aug 7, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 64.74% | -$5.88M | $3.2M | 0.03% | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | Sell 100% | -$4.64M | $0 | 0.00% | Jul 28, 2026 |
| Win Advisors, Inc | Sell 100% | -$3.66M | $0 | 0.00% | Aug 4, 2026 |
| FWG Holdings, LLC | New Buy | +$3.03M | $3.03M | 1.05% | Aug 14, 2026 |
| Nations Financial Group Inc, /Ia/ | Reduce 65.74% | -$2.72M | $1.42M | 0.07% | Jul 23, 2026 |
| Arvest Investments, Inc. | Reduce 25.48% | -$2.6M | $7.59M | 0.92% | Jul 17, 2026 |
| D.A. Davidson & Co. | Added 48.92% | +$2.44M | $7.42M | 0.04% | Jul 24, 2026 |
| Moment Partners, LLC | Sell 100% | -$2.43M | $0 | 0.00% | Jul 29, 2026 |
| Milestones Private Investment Advisors LLC | New Buy | +$2.23M | $2.23M | 1.78% | Jul 24, 2026 |
| Prevail Innovative Wealth Advisors, LLC | Added 46.00% | +$2.21M | $7.01M | 1.04% | Jul 20, 2026 |
| Mgo One Seven LLC | Added 192.72% | +$2.11M | $3.21M | 0.05% | Jul 31, 2026 |
| LexAurum Advisors, LLC | Reduce 20.29% | -$1.95M | $7.66M | 0.88% | Jul 15, 2026 |
| Stock Yards Bank & Trust Co | Added 4.60% | +$1.65M | $37.5M | 1.07% | Aug 19, 2026 |
| Prospera Financial Services Inc | Added 26.17% | +$1.48M | $7.14M | 0.10% | Jul 15, 2026 |
| DAVENPORT & Co LLC | Sell 100% | -$1.39M | $0 | 0.00% | Jul 13, 2026 |
| Csenge Advisory Group | Added 5.68% | +$1.31M | $24.4M | 0.99% | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | Added 4361.09% | +$1.17M | $1.2M | 0.16% | Aug 11, 2026 |
| Mainsail Financial Group, LLC | Added 18.98% | +$1.16M | $7.3M | 2.48% | Jul 15, 2026 |
| Valmark Advisers, Inc. | Reduce 6.29% | -$1.05M | $15.7M | 0.17% | Aug 6, 2026 |
| Capital Asset Advisory Services LLC | Added 10.75% | +$1M | $10.3M | 0.37% | Aug 14, 2026 |
| E&G Advisors, LLC | Added 176.84% | +$972K | $1.52M | 0.29% | Jul 23, 2026 |
| Benjamin Edwards Inc | Reduce 36.28% | -$971K | $1.71M | 0.02% | Jul 24, 2026 |
| Global Assets Advisory, LLC | New Buy | +$935K | $935K | 0.20% | Jul 27, 2026 |
| RFG Advisory, LLC | Added 71.00% | +$890K | $2.14M | 0.03% | Jul 15, 2026 |
| Capital Financial Group Inc\co\ | Added 104.97% | +$859K | $1.68M | 0.88% | Aug 7, 2026 |
| Concorde Asset Management, LLC | Sell 100% | -$830K | $0 | 0.00% | Aug 18, 2026 |
| Baird Financial Group, Inc. | Added 15.72% | +$803K | $5.92M | 0.01% | Aug 12, 2026 |
| Assetmark, Inc | Added 23.86% | +$782K | $4.06M | 0.01% | Jul 30, 2026 |
| Silver Oak Securities, Incorporated | Added 102.74% | +$717K | $1.42M | 0.09% | Aug 7, 2026 |
| Arkadios Wealth Advisors | Added 45.48% | +$685K | $2.19M | 0.03% | Aug 10, 2026 |
| Cyndeo Wealth Partners, LLC | Added 2.19% | +$670K | $31.3M | 1.48% | Jul 21, 2026 |
| Lunt Capital Management, Inc. | Sell 100% | -$662K | $0 | 0.00% | Jul 30, 2026 |
| Guardian Wealth Advisors, LLC / NC | Reduce 15.90% | -$624K | $3.3M | 0.19% | Aug 14, 2026 |
| Copia Wealth Management | Added 41.94% | +$599K | $2.03M | 1.22% | Aug 18, 2026 |
| Belpointe Asset Management LLC | Sell 100% | -$596K | $0 | 0.00% | Jul 31, 2026 |
| Arwa LLC | Added 47.44% | +$524K | $1.63M | 0.68% | Jul 24, 2026 |
| Waterfront Wealth Inc. | Reduce 61.81% | -$522K | $322K | 0.05% | Jul 30, 2026 |
| Inspirion Wealth Advisors, LLC | Reduce 21.91% | -$501K | $1.78M | 0.20% | Jul 7, 2026 |
| Bison Wealth, LLC | Added 3.70% | +$494K | $13.8M | 1.27% | Jul 7, 2026 |
| Strategic Financial Concepts, LLC | Sell 100% | -$430K | $0 | 0.00% | Jul 28, 2026 |
| World Investment Advisors | New Buy | +$399K | $399K | 0.01% | Aug 14, 2026 |
| HBW Advisory Services LLC | New Buy | +$377K | $377K | 0.03% | Jul 16, 2026 |
| W1M Asset Management Ltd | Added 5.85% | +$376K | $6.81M | 0.06% | Aug 12, 2026 |
| Cadent Capital Advisors, LLC | Reduce 27.49% | -$361K | $953K | 0.20% | Jul 14, 2026 |
| Guided Capital Wealth Management, LLC | Added 11.06% | +$355K | $3.56M | 2.08% | Jul 24, 2026 |
| Calton & Associates, Inc. | Sell 100% | -$348K | $0 | 0.00% | Aug 10, 2026 |
| Smallwood Wealth Investment Management, LLC | New Buy | +$324K | $324K | 0.14% | Jul 23, 2026 |
| Northwest Wealth Management, LLC | Sell 100% | -$280K | $0 | 0.00% | Jul 13, 2026 |
| Integrity Alliance, LLC. | Sell 100% | -$267K | $0 | 0.00% | Jul 31, 2026 |
| Atria Investments, Inc | Sell 100% | -$251K | $0 | 0.00% | Jul 28, 2026 |
| White Wing Wealth Management | New Buy | +$249K | $249K | 0.13% | Jul 8, 2026 |
| Gateway Wealth Partners, LLC | Reduce 43.69% | -$240K | $310K | 0.02% | Aug 4, 2026 |
| Walkner Condon Financial Advisors LLC | Added 5.09% | +$231K | $4.77M | 0.55% | Jul 27, 2026 |
| FSM Wealth Advisors, LLC | Sell 100% | -$230K | $0 | 0.00% | Jul 15, 2026 |
| Stablepoint Partners, LLC | Reduce 26.48% | -$229K | $636K | 0.09% | Jul 9, 2026 |
| Cornerstone Wealth Management, LLC | Sell 100% | -$226K | $0 | 0.00% | Jul 22, 2026 |
| SigFig Wealth Management, LLC | Sell 100% | -$222K | $0 | 0.00% | Jul 7, 2026 |
| Signal Advisors Wealth, LLC | Sell 100% | -$220K | $0 | 0.00% | Aug 4, 2026 |
| MTM Investment Management, LLC | Added 21.93% | +$217K | $1.21M | 0.34% | Aug 3, 2026 |
| Bright Financial Advisors, Inc. | Sell 100% | -$207K | $0 | 0.00% | Aug 11, 2026 |
| Core Wealth Partners LLC | Sell 100% | -$206K | $0 | 0.00% | Jul 17, 2026 |
| Clark Capital Management Group, Inc. | Sell 100% | -$204K | $0 | 0.00% | Aug 11, 2026 |
| Vise Technologies, Inc. | New Buy | +$201K | $201K | 0.00% | Aug 11, 2026 |
| Oppenheimer & Co Inc | Added 18.64% | +$184K | $1.17M | 0.01% | Aug 3, 2026 |
| Envision Financial LLC | Reduce 32.64% | -$183K | $378K | 0.17% | Jul 10, 2026 |
| Tounjian Advisory Partners, LLC | New Buy | +$180K | $180K | 0.08% | Aug 7, 2026 |
| ABLE Financial Group, LLC | Added 3.02% | +$169K | $5.76M | 0.97% | Jul 22, 2026 |
| StrongBox Wealth, LLC | New Buy | +$167K | $167K | 0.05% | Jul 23, 2026 |
| Headland Capital, LLC | Reduce 32.36% | -$166K | $348K | 0.09% | Jul 29, 2026 |
| TrueWealth Advisors, LLC | Added 16.09% | +$163K | $1.18M | 0.27% | Jul 8, 2026 |
| Focus Financial Network, Inc. | Added 18.88% | +$155K | $976K | 0.03% | Jul 9, 2026 |
| Baldwin Wealth Partners LLC | Reduce 27.83% | -$153K | $397K | 0.03% | Jul 14, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 12.72% | -$148K | $1.01M | 0.02% | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 11.93% | +$139K | $1.3M | 0.01% | Aug 14, 2026 |
| Signature Equity Partners, LLC | Added 33.66% | +$128K | $508K | 0.23% | Jul 30, 2026 |
| MML Investors Services, LLC | Added 6.48% | +$124K | $2.03M | 0.00% | Aug 7, 2026 |
| PSI Advisors, LLC | Added 1.42% | +$122K | $8.77M | 2.04% | Aug 3, 2026 |
| Chiron Capital Management, LLC | Reduce 5.98% | -$109K | $1.71M | 1.54% | Jul 21, 2026 |
| Center For Asset Management LLC | Added 8.33% | +$106K | $1.38M | 0.61% | Jul 27, 2026 |
| Brookstone Capital Management | Added 26.42% | +$94.2K | $451K | 0.00% | Jul 15, 2026 |
| Koshinski Asset Management, Inc. | Added 8.51% | +$93.1K | $1.19M | 0.06% | Jul 27, 2026 |
| First United Bank & Trust | Added 41.10% | +$87K | $299K | 0.09% | Jul 20, 2026 |
| PCG Wealth Advisors, LLC | Reduce 4.86% | -$79.1K | $1.55M | 0.35% | Aug 3, 2026 |
| Gerald Baker Financial Group LLC | Added 4.54% | +$75.3K | $1.74M | 0.49% | Aug 3, 2026 |
| Shelton Wealth Management, LLC | Reduce 22.94% | -$74.4K | $250K | 0.10% | Jul 13, 2026 |
| Glassman Wealth Services | New Buy | +$72.6K | $72.6K | 0.01% | Aug 5, 2026 |
