| IFG Advisory, LLC | Added 405648.00% | +$19.5M | $19.5M | 0.68% | Aug 14, 2026 |
| Xcelsior Advisor Partners LLC | New Buy | +$18.1M | $18.1M | 2.38% | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | Reduce 54.81% | -$12M | $9.86M | 0.59% | Aug 4, 2026 |
| Independent Advisor Alliance | Reduce 56.33% | -$6.83M | $5.3M | 0.12% | Aug 12, 2026 |
| Golden State Wealth Management, LLC | Reduce 25.26% | -$5.88M | $17.4M | 1.59% | Jul 22, 2026 |
| Arkadios Wealth Advisors | Reduce 48.04% | -$5.21M | $5.63M | 0.09% | Aug 10, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 33.78% | -$5.06M | $9.92M | 0.11% | Jul 28, 2026 |
| Holistic Financial Partners | Reduce 37.98% | -$4.27M | $6.97M | 4.26% | Jul 23, 2026 |
| Lido Advisors, LLC | Reduce 65.72% | -$4.06M | $2.12M | 0.01% | Aug 7, 2026 |
| Hobart Private Capital, LLC | Reduce 21.87% | -$3.75M | $13.4M | 2.30% | Jul 6, 2026 |
| Moment Partners, LLC | Reduce 62.81% | -$2.94M | $1.74M | 0.31% | Jul 29, 2026 |
| Baird Financial Group, Inc. | Added 7.12% | +$2.85M | $42.9M | 0.06% | Aug 12, 2026 |
| Fiduciary Financial Advisors | New Buy | +$2.65M | $2.65M | 0.27% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 11.51% | +$2.48M | $24M | 0.05% | Aug 7, 2026 |
| RFG Advisory, LLC | Reduce 28.26% | -$2.48M | $6.3M | 0.10% | Jul 15, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$2.4M | $2.4M | 0.04% | Jul 28, 2026 |
| Assetmark, Inc | Reduce 18.96% | -$2.1M | $8.97M | 0.02% | Jul 30, 2026 |
| 1st Source Bank | Reduce 27.76% | -$1.91M | $4.97M | 0.23% | Aug 6, 2026 |
| Rubicon Advisors, GP | Sell 100% | -$1.82M | $0 | 0.00% | Jul 29, 2026 |
| Victory Financial Group, LLC | Reduce 15.93% | -$1.57M | $8.27M | 0.87% | Jul 29, 2026 |
| Tounjian Advisory Partners, LLC | New Buy | +$1.44M | $1.44M | 0.61% | Aug 7, 2026 |
| Triumph Capital Management | Reduce 64.27% | -$1.29M | $719K | 0.13% | Jul 21, 2026 |
| Pacific Excel Wealth Advisors, Inc. | Sell 100% | -$1.24M | $0 | 0.00% | Jul 6, 2026 |
| Flow Traders U.S. LLC | Reduce 33.94% | -$1.19M | $2.31M | 0.09% | Aug 14, 2026 |
| Belpointe Asset Management LLC | Sell 100% | -$1.14M | $0 | 0.00% | Jul 31, 2026 |
| Beacon Financial Advisory LLC | Reduce 10.31% | -$1.11M | $9.7M | 1.91% | Aug 5, 2026 |
| Global Assets Advisory, LLC | New Buy | +$1.08M | $1.08M | 0.24% | Jul 27, 2026 |
| Signature Estate & Investment Advisors LLC | Reduce 23.88% | -$914K | $2.91M | 0.05% | Jul 14, 2026 |
| Prospera Financial Services Inc | Reduce 3.07% | -$914K | $28.8M | 0.42% | Jul 15, 2026 |
| Empowered Funds, LLC | Reduce 50.47% | -$884K | $868K | 0.00% | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | Added 5.86% | +$879K | $15.9M | 0.16% | Aug 11, 2026 |
| Solano Wealth Investment Advisors LLC | Reduce 4.50% | -$846K | $18M | 8.17% | Jul 29, 2026 |
| Cambria Investment Management, L.P. | Reduce 49.25% | -$842K | $868K | 0.04% | Aug 14, 2026 |
| Sigma Planning Corp | Reduce 13.93% | -$834K | $5.15M | 0.13% | Aug 7, 2026 |
| Evolve Private Wealth, LLC | Sell 100% | -$725K | $0 | 0.00% | Aug 12, 2026 |
| &Partners | Reduce 5.72% | -$707K | $11.7M | 0.05% | Aug 14, 2026 |
| Concentrum Wealth Management | Added 6.89% | +$698K | $10.8M | 2.59% | Aug 6, 2026 |
| Advisory Alpha, LLC | Reduce 16.68% | -$695K | $3.47M | 0.09% | Aug 11, 2026 |
| Silver Oak Securities, Incorporated | Reduce 13.82% | -$682K | $4.25M | 0.26% | Aug 7, 2026 |
| Acorn Financial Advisory Services Inc | Reduce 48.71% | -$672K | $708K | 0.09% | Jul 20, 2026 |
| Atria Investments, Inc | Reduce 15.51% | -$672K | $3.66M | 0.04% | Jul 28, 2026 |
| Barnes Pettey Financial Advisors, LLC | Reduce 24.08% | -$666K | $2.1M | 0.66% | Jul 28, 2026 |
| Caprock Group, LLC | Reduce 72.93% | -$649K | $241K | 0.00% | Jul 27, 2026 |
| Calton & Associates, Inc. | Reduce 29.38% | -$639K | $1.54M | 0.23% | Aug 10, 2026 |
| Thrivent Financial for Lutherans | Sell 100% | -$626K | $0 | 0.00% | Aug 14, 2026 |
| Park National Corp | Added 2.61% | +$621K | $24.4M | 0.68% | Jul 15, 2026 |
| WealthCare Investment Partners, LLC | Added 4.10% | +$607K | $15.4M | 3.74% | Aug 10, 2026 |
| Barrett & Company, Inc. | Added 8.96% | +$581K | $7.06M | 1.98% | Jul 24, 2026 |
| Mutual Advisors, LLC | Added 9.17% | +$580K | $6.91M | 0.13% | Aug 14, 2026 |
| Richmond Investment Services, LLC | Reduce 52.83% | -$537K | $479K | 0.15% | Jul 27, 2026 |
| Archer Investment Corp | Added 100.00% | +$503K | $1.01M | 0.10% | Aug 19, 2026 |
| Kraft, Davis & Associates, LLC | Reduce 11.06% | -$503K | $4.05M | 0.85% | Jul 9, 2026 |
| Centurion Wealth Management LLC | Reduce 23.75% | -$501K | $1.61M | 0.38% | Jul 9, 2026 |
| NBT Bank, N.A. | Reduce 78.31% | -$484K | $134K | 0.01% | Jul 29, 2026 |
| Center for Wealth Management Advisory | Added 5.63% | +$472K | $8.85M | 5.55% | Aug 14, 2026 |
| Moneta Group Investment Advisors LLC | New Buy | +$467K | $467K | 0.00% | Aug 14, 2026 |
| NewEdge Wealth, LLC | Reduce 40.73% | -$439K | $639K | 0.01% | Aug 10, 2026 |
| Prudential PLC | Sell 100% | -$437K | $0 | 0.00% | Aug 14, 2026 |
| Midwest Financial Network, LLC | Reduce 16.93% | -$436K | $2.14M | 1.46% | Jul 7, 2026 |
| BlueChip Wealth Advisors LLC | Reduce 5.01% | -$430K | $8.15M | 3.09% | Jul 30, 2026 |
| Harbor Investment Advisory, LLC | Reduce 15.17% | -$429K | $2.4M | 0.17% | Jul 7, 2026 |
| OneAscent Financial Services LLC | Reduce 12.40% | -$425K | $3M | 0.14% | Aug 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 63.56% | -$415K | $238K | 0.02% | Jul 16, 2026 |
| Sykon Capital LLC | Sell 100% | -$409K | $0 | 0.00% | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | Added 12.17% | +$399K | $3.68M | 0.04% | Aug 19, 2026 |
| Camelot Portfolios, LLC | Added 104.88% | +$389K | $759K | 0.53% | Jul 17, 2026 |
| Autumn Glory Partners, LLC | Sell 100% | -$388K | $0 | 0.00% | Aug 3, 2026 |
| Intellus Advisors LLC | Added 1.43% | +$380K | $27M | 3.28% | Aug 12, 2026 |
| Balefire, LLC | Sell 100% | -$374K | $0 | 0.00% | Jul 7, 2026 |
| True Blue Financial, LLC | Added 23.53% | +$372K | $1.95M | 0.82% | Jul 17, 2026 |
| Kintra Wealth, LLC | New Buy | +$367K | $367K | 0.02% | Aug 14, 2026 |
| 49 Wealth Management, LLC | Sell 100% | -$362K | $0 | 0.00% | Aug 18, 2026 |
| Stratos Wealth Advisors, LLC | Added 18.86% | +$325K | $2.05M | 0.11% | Aug 11, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | Added 29.08% | +$323K | $1.43M | 0.58% | Jul 14, 2026 |
| Prosperity Consulting Group, LLC | Reduce 2.91% | -$322K | $10.7M | 0.41% | Aug 13, 2026 |
| Hilltop Holdings Inc. | New Buy | +$317K | $317K | 0.02% | Aug 13, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$314K | $314K | 0.01% | Aug 10, 2026 |
| Western Wealth Management, LLC | Reduce 5.84% | -$304K | $4.91M | 0.16% | Aug 14, 2026 |
| Van Diest Capital, LLC | Added 130.56% | +$303K | $535K | 0.48% | Aug 4, 2026 |
| Beacon Financial Group | Added 1.51% | +$302K | $20.3M | 1.84% | Jul 16, 2026 |
| Clear Creek Financial Management, LLC | Reduce 5.00% | -$299K | $5.69M | 0.37% | Jul 28, 2026 |
| Plus Group Wealth Advisors LLC | Reduce 3.44% | -$298K | $8.36M | 7.86% | Jul 13, 2026 |
| Blueprint Investment Partners LLC | Added 29.79% | +$289K | $1.26M | 0.11% | Aug 4, 2026 |
| Blueprint Financial Advisors LLC | Added 29.79% | +$289K | $1.26M | 0.14% | Aug 14, 2026 |
| 1776 Wealth LLC | Reduce 4.34% | -$282K | $6.22M | 2.19% | Aug 10, 2026 |
| Balanced Wealth Group LLC | Reduce 5.28% | -$274K | $4.93M | 1.56% | Aug 10, 2026 |
| CLG LLC | Reduce 10.19% | -$267K | $2.35M | 0.52% | Jul 16, 2026 |
| Benjamin Edwards Inc | Reduce 0.98% | -$263K | $26.5M | 0.24% | Jul 24, 2026 |
| Wetzel Investment Advisors, Inc. | Reduce 45.07% | -$263K | $320K | 0.11% | Jul 23, 2026 |
| Purus Wealth Management, LLC | Reduce 19.16% | -$260K | $1.1M | 0.30% | Jul 13, 2026 |
| First Command Advisory Services, Inc. | Reduce 44.33% | -$248K | $312K | 0.00% | Aug 10, 2026 |
| Stenger Family Office, LLC | New Buy | +$245K | $245K | 0.04% | Jul 13, 2026 |
| Koshinski Asset Management, Inc. | Added 21.51% | +$244K | $1.38M | 0.07% | Jul 27, 2026 |
| Quantinno Capital Management LP | Added 18.10% | +$241K | $1.57M | 0.00% | Aug 13, 2026 |
| Fisher Asset Management, LLC | New Buy | +$238K | $238K | 0.00% | Aug 4, 2026 |
| Ausdal Financial Partners, Inc. | Reduce 8.39% | -$236K | $2.58M | 0.10% | Aug 14, 2026 |
| Smith Partners Wealth Management, LLC | Sell 100% | -$232K | $0 | 0.00% | Aug 10, 2026 |
| MPWM Advisory Solutions, LLC | Reduce 53.26% | -$228K | $200K | 0.09% | Aug 13, 2026 |
| Rothschild Wealth LLC | Added 5.73% | +$222K | $4.1M | 0.33% | Aug 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | Sell 100% | -$221K | $0 | 0.00% | Aug 14, 2026 |
