| Shaker Financial Services, LLC | Added 204.52% | +$3.24M | $4.82M | 1.51% | Jul 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Reduce 99.52% | -$1.5M | $7.29K | 0.00% | Aug 10, 2026 |
| Mgo One Seven LLC | New Buy | +$734K | $734K | 0.01% | Jul 31, 2026 |
| 1607 Capital Partners, LLC | Sell 100% | -$722K | $0 | 0.00% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | New Buy | +$617K | $617K | 0.00% | Jul 17, 2026 |
| Private Wealth Partners, LLC | Reduce 15.81% | -$441K | $2.35M | 0.17% | Aug 3, 2026 |
| Atlas Wealth LLC | New Buy | +$409K | $409K | 0.06% | Jul 28, 2026 |
| Evolve Private Wealth, LLC | Reduce 11.10% | -$349K | $2.8M | 0.17% | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 10.11% | +$342K | $3.72M | 0.11% | Jul 8, 2026 |
| Cohen & Steers, Inc. | Added 2.82% | +$294K | $10.7M | 0.02% | Aug 14, 2026 |
| Brookstone Capital Management | New Buy | +$256K | $256K | 0.00% | Jul 15, 2026 |
| Cullen/Frost Bankers, Inc. | Added 45.25% | +$222K | $711K | 0.01% | Jul 27, 2026 |
| Independent Advisor Alliance | Sell 100% | -$220K | $0 | 0.00% | Aug 12, 2026 |
| CSS LLC | Sell 100% | -$208K | $0 | 0.00% | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | New Buy | +$203K | $203K | 0.01% | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | Sell 100% | -$202K | $0 | 0.00% | Aug 19, 2026 |
| Prospera Financial Services Inc | Added 7.63% | +$184K | $2.59M | 0.04% | Jul 15, 2026 |
| D.A. Davidson & Co. | Added 16.50% | +$166K | $1.17M | 0.01% | Jul 24, 2026 |
| Bartlett & Co. Wealth Management LLC | New Buy | +$127K | $127K | 0.00% | Jul 24, 2026 |
| Contravisory Investment Management, Inc. | Added 19.43% | +$91.6K | $563K | 0.10% | Jul 9, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 17.95% | -$86.9K | $398K | 0.00% | Jul 28, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$75.8K | $0 | 0.00% | Jul 20, 2026 |
| Guggenheim Capital LLC | Reduce 4.38% | -$71.1K | $1.55M | 0.01% | Aug 12, 2026 |
| Fiduciary Financial Advisors | New Buy | +$68.6K | $68.6K | 0.01% | Aug 14, 2026 |
| Geneos Wealth Management Inc. | Added 60.86% | +$67.6K | $179K | 0.00% | Aug 6, 2026 |
| Quantedge Capital Pte Ltd | Reduce 12.54% | -$64.7K | $451K | 0.34% | Aug 6, 2026 |
| Oppenheimer & Co Inc | Added 1.28% | +$61.9K | $4.91M | 0.05% | Aug 3, 2026 |
| 180 Wealth Advisors, LLC | Reduce 5.00% | -$58.1K | $1.1M | 0.11% | Jul 7, 2026 |
| Navigoe, LLC | New Buy | +$57K | $57K | 0.03% | Jul 31, 2026 |
| Assetmark, Inc | Added 136.05% | +$52.9K | $91.8K | 0.00% | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | Added 16.38% | +$44K | $312K | 0.00% | Jul 27, 2026 |
| MML Investors Services, LLC | Reduce 15.18% | -$42.9K | $240K | 0.00% | Aug 7, 2026 |
| Summit Financial, LLC | Reduce 1.75% | -$32.2K | $1.8M | 0.02% | Aug 12, 2026 |
| &Partners | Reduce 0.72% | -$31.8K | $4.42M | 0.02% | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 3.40% | +$29.4K | $896K | 0.01% | Aug 14, 2026 |
| Beacon Investment Advisory Services, Inc. | Reduce 29.81% | -$29.4K | $69.2K | 0.00% | Jul 8, 2026 |
| Elevation Point Wealth Partners, LLC | Added 3.39% | +$29.4K | $896K | 0.02% | Aug 12, 2026 |
| Z3 Capital Partners, LLC | Added 3.11% | +$28.8K | $955K | 0.20% | Jul 28, 2026 |
| Silverlake Wealth Management LLC | Added 1.10% | +$27.8K | $2.56M | 0.48% | Aug 6, 2026 |
| MRA Advisory Group | Reduce 9.26% | -$27.6K | $270K | 0.10% | Jul 8, 2026 |
| North Star Investment Management Corp. | Reduce 2.55% | -$25.1K | $959K | 0.05% | Jul 28, 2026 |
| Morton Capital Management LLC | Reduce 5.68% | -$22.8K | $380K | 0.05% | Jul 23, 2026 |
| Aurora Private Wealth, Inc. | Added 4.19% | +$16.2K | $403K | 0.26% | Jul 22, 2026 |
| Ashton Thomas Securities, LLC | Reduce 1.77% | -$14.7K | $814K | 0.12% | Jul 27, 2026 |
| Wedbush Securities Inc | Added 3.46% | +$14.2K | $423K | 0.01% | Jul 28, 2026 |
| Bulldog Investors, LLP | Reduce 0.14% | -$12.7K | $8.8M | 1.94% | Aug 14, 2026 |
| Sigma Planning Corp | Reduce 1.99% | -$11.3K | $558K | 0.01% | Aug 7, 2026 |
| MSH Capital Advisors LLC | Added 0.37% | +$11K | $2.97M | 0.52% | Aug 11, 2026 |
| Spire Wealth Management | Sell 100% | -$11K | $0 | 0.00% | Jul 15, 2026 |
| SMH Capital Advisors Inc | Added 3.54% | +$9.44K | $276K | 1.08% | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | Reduce 42.39% | -$9.08K | $12.3K | 0.00% | Aug 11, 2026 |
| Independence Bank of Kentucky | Sell 100% | -$8.97K | $0 | 0.00% | Jul 13, 2026 |
| Harbour Wealth Management Group, Inc. | Added 2.10% | +$8.82K | $428K | 0.29% | Aug 7, 2026 |
| Gilliland Jeter Wealth Management LLC | Added 1.12% | +$8.64K | $781K | 0.20% | Jul 29, 2026 |
| Level Four Advisory Services, LLC | Added 1.26% | +$7.64K | $613K | 0.02% | Aug 10, 2026 |
| PMG Family Office LLC | Added 1.22% | +$6.76K | $562K | 0.52% | Jul 16, 2026 |
| Indivisible Partners | Reduce 1.13% | -$6.29K | $550K | 0.03% | Aug 4, 2026 |
| Quad-Cities Investment Group, LLC | Reduce 2.09% | -$5.88K | $275K | 0.10% | Jul 7, 2026 |
| Gables Capital Management Inc. | Reduce 1.16% | -$5.88K | $500K | 0.18% | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Reduce 2.14% | -$5.59K | $255K | 0.02% | Aug 7, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$4.41K | $4.41K | 0.00% | Jul 23, 2026 |
| Kennedy Investment Group, Inc. | Added 0.25% | +$3.09K | $1.22M | 0.41% | Jul 30, 2026 |
| First Trust Advisors LP | Added 0.07% | +$2.76K | $3.8M | 0.00% | Aug 11, 2026 |
| Horizon Wealth Management, LLC | Added 0.91% | +$2.44K | $270K | 0.03% | Aug 6, 2026 |
| WPG Advisers, LLC | Reduce 6.86% | -$1.71K | $23.2K | 0.01% | Aug 6, 2026 |
| Private Wealth Advisors, LLC | Reduce 0.57% | -$1.59K | $276K | 0.07% | Aug 6, 2026 |
| Closed-End Fund Advisors, Inc. | Added 0.60% | +$1.56K | $263K | 0.26% | Jul 27, 2026 |
| LifeSteps Financial, Inc. | New Buy | +$1.18K | $1.18K | 0.00% | Jul 17, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 0.25% | +$1.09K | $443K | 0.02% | Jul 23, 2026 |
| DAVENPORT & Co LLC | Added 0.17% | +$1K | $604K | 0.00% | Jul 13, 2026 |
| Gladstone Institutional Advisory LLC | Added 0.38% | +$911 | $238K | 0.01% | Jul 27, 2026 |
| Golden State Wealth Management, LLC | Added 1.54% | +$500 | $32.9K | 0.00% | Jul 22, 2026 |
| Smith, Moore & Co. | Added 0.06% | +$147 | $249K | 0.02% | Aug 12, 2026 |
| Barrett & Company, Inc. | Added 1.49% | +$29 | $2K | 0.00% | Jul 24, 2026 |
