| Kera Capital Partners, Inc. | Added 4579.38% | +$19.1M | $19.5M | 1.87% | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Added 31.64% | +$3.51M | $14.6M | 4.48% | Aug 10, 2026 |
| Integrity Advisory Solutions, LLC | New Buy | +$2.76M | $2.76M | 0.28% | Jul 31, 2026 |
| Illumine Investment Management, LLC | Sell 100% | -$2.51M | $0 | 0.00% | Jul 29, 2026 |
| Gridiron Partners, LLC | New Buy | +$2.47M | $2.47M | 1.30% | Aug 5, 2026 |
| IMC-Chicago, LLC | New Buy | +$2.38M | $2.38M | 0.00% | Aug 6, 2026 |
| Quantinno Capital Management LP | New Buy | +$1.82M | $1.82M | 0.00% | Aug 13, 2026 |
| MML Investors Services, LLC | Added 11.23% | +$1.03M | $10.2M | 0.02% | Aug 7, 2026 |
| Logan Stone Capital, LLC | Reduce 7.26% | -$1.03M | $13.2M | 2.78% | Aug 14, 2026 |
| Estate Planners Group, LLC | Added 3.97% | +$1.03M | $26.9M | 12.17% | Aug 13, 2026 |
| Retirement Planning Group, LLC | Added 33.11% | +$892K | $3.59M | 0.09% | Aug 5, 2026 |
| IFG Advisory, LLC | New Buy | +$837K | $837K | 0.03% | Aug 14, 2026 |
| Verus Capital Partners, LLC | Reduce 3.03% | -$820K | $26.2M | 1.42% | Aug 6, 2026 |
| Readystate Asset Management LP | Reduce 79.52% | -$795K | $205K | 0.01% | Aug 14, 2026 |
| Principal Securities, Inc. | Added 37.99% | +$784K | $2.85M | 0.03% | Aug 4, 2026 |
| Noble Wealth Management PBC | Reduce 99.36% | -$590K | $3.82K | 0.00% | Jul 1, 2026 |
| Ausdal Financial Partners, Inc. | Added 50.10% | +$460K | $1.38M | 0.05% | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | New Buy | +$398K | $398K | 0.03% | Jul 28, 2026 |
| Cohen & Steers, Inc. | Added 2.86% | +$382K | $13.7M | 0.02% | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | Reduce 72.18% | -$381K | $147K | 0.02% | Jul 16, 2026 |
| Integrity Alliance, LLC. | Added 11.08% | +$325K | $3.26M | 0.10% | Jul 31, 2026 |
| Thrivent Financial for Lutherans | Reduce 27.79% | -$269K | $699K | 0.00% | Aug 14, 2026 |
| Mosaic Family Wealth Partners, LLC | Added 11.78% | +$259K | $2.46M | 0.16% | Aug 5, 2026 |
| PMG Family Office LLC | Added 26.60% | +$258K | $1.23M | 1.13% | Jul 16, 2026 |
| Harpswell Capital Advisors, LLC | Reduce 7.18% | -$257K | $3.32M | 2.13% | Aug 5, 2026 |
| Choreo, LLC | Added 33.72% | +$242K | $959K | 0.01% | Aug 4, 2026 |
| Norden Group LLC | New Buy | +$241K | $241K | 0.02% | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | New Buy | +$237K | $237K | 0.01% | Jul 28, 2026 |
| Arkadios Wealth Advisors | Sell 100% | -$231K | $0 | 0.00% | Aug 10, 2026 |
| Pension & Wealth Management Advisors, Inc. | Reduce 43.44% | -$228K | $297K | 0.08% | Aug 7, 2026 |
| Brookstone Capital Management | Reduce 48.60% | -$226K | $239K | 0.00% | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | Added 15.99% | +$212K | $1.53M | 0.20% | Aug 11, 2026 |
| Walkner Condon Financial Advisors LLC | New Buy | +$203K | $203K | 0.02% | Jul 27, 2026 |
| PFG Investments, LLC | Reduce 21.61% | -$190K | $691K | 0.03% | Jul 23, 2026 |
| Baird Financial Group, Inc. | Added 6.75% | +$186K | $2.95M | 0.00% | Aug 12, 2026 |
| Sage Capital Management, LLC | New Buy | +$181K | $181K | 0.07% | Jul 20, 2026 |
| Nomura Holdings Inc | Added 108.84% | +$178K | $342K | 0.00% | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | Sell 100% | -$177K | $0 | 0.00% | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | Sell 100% | -$170K | $0 | 0.00% | Aug 11, 2026 |
| Fisher Asset Management, LLC | Sell 100% | -$167K | $0 | 0.00% | Aug 4, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Sell 100% | -$160K | $0 | 0.00% | Jul 15, 2026 |
| Annex Advisory Services, LLC | Sell 100% | -$158K | $0 | 0.00% | Jul 10, 2026 |
| Tennessee Valley Asset Management Partners | Reduce 7.95% | -$149K | $1.73M | 0.19% | Aug 10, 2026 |
| LVZ, Inc. | Sell 100% | -$140K | $0 | 0.00% | Jul 9, 2026 |
| Gladstone Institutional Advisory LLC | Sell 100% | -$127K | $0 | 0.00% | Jul 27, 2026 |
| Richmond Brothers, Inc. | Reduce 4.36% | -$123K | $2.7M | 1.40% | Aug 11, 2026 |
| Triton Wealth Management, PLLC | New Buy | +$122K | $122K | 0.04% | Aug 5, 2026 |
| Core Wealth Partners LLC | Sell 100% | -$121K | $0 | 0.00% | Jul 17, 2026 |
| Discipline Wealth Solutions, LLC | Added 35.85% | +$119K | $451K | 0.04% | Jul 21, 2026 |
| Level Four Advisory Services, LLC | New Buy | +$118K | $118K | 0.00% | Aug 10, 2026 |
| Vann Equity Management LLC | Reduce 42.12% | -$109K | $150K | 0.09% | Aug 5, 2026 |
| Sigma Planning Corp | Added 15.98% | +$105K | $760K | 0.02% | Aug 7, 2026 |
| Oppenheimer & Co Inc | Reduce 19.29% | -$99.9K | $418K | 0.00% | Aug 3, 2026 |
| Kovack Advisors, Inc. | Added 12.19% | +$96.6K | $888K | 0.04% | Jul 29, 2026 |
| Almanack Investment Partners, LLC. | Added 16.64% | +$89.9K | $630K | 0.08% | Jul 30, 2026 |
| Absolute Investment Advisers, LLC | Reduce 35.62% | -$89.9K | $162K | 0.02% | Jul 21, 2026 |
| Secure Asset Management, LLC | Added 1.29% | +$87.5K | $6.9M | 0.97% | Jul 15, 2026 |
| Petra Financial Advisors Inc | Added 1.60% | +$82.2K | $5.21M | 2.41% | Jul 24, 2026 |
| Flynn Zito Capital Management, LLC | Added 5.33% | +$80.3K | $1.59M | 0.43% | Jul 24, 2026 |
| Moors & Cabot, Inc. | Added 37.42% | +$76.4K | $281K | 0.01% | Aug 10, 2026 |
| Z3 Capital Partners, LLC | Reduce 6.39% | -$75.8K | $1.11M | 0.23% | Jul 28, 2026 |
| Wedbush Securities Inc | Added 3.64% | +$73.7K | $2.1M | 0.05% | Jul 28, 2026 |
| TSFG, LLC | Reduce 57.70% | -$72.3K | $53K | 0.01% | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | Added 34.47% | +$57.2K | $223K | 0.01% | Aug 7, 2026 |
| Mallini Complete Financial Planning LLC | Added 10.01% | +$55.1K | $606K | 0.43% | Jul 8, 2026 |
| Lanark Financial, Inc. | Reduce 16.83% | -$54.1K | $267K | 0.02% | Jul 21, 2026 |
| Elevation Point Wealth Partners, LLC | Added 2.23% | +$53.5K | $2.45M | 0.05% | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | New Buy | +$45.9K | $45.9K | 0.00% | Aug 11, 2026 |
| United Advisor Group, LLC | Added 18.33% | +$44.9K | $290K | 0.03% | Jul 29, 2026 |
| Capital CS Group, LLC | Added 10.48% | +$44K | $464K | 0.37% | Aug 12, 2026 |
| Western Wealth Management, LLC | Reduce 6.40% | -$41.2K | $602K | 0.02% | Aug 14, 2026 |
| Silverleafe Capital Partners, LLC | Added 20.53% | +$38.1K | $224K | 0.06% | Jul 2, 2026 |
| Cary Street Partners Financial LLC | Added 1.86% | +$36.5K | $2M | 0.04% | Jul 17, 2026 |
| Prospera Financial Services Inc | Added 31.39% | +$36.4K | $152K | 0.00% | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | Added 26.46% | +$32.3K | $154K | 0.00% | Aug 19, 2026 |
| Encompass More Asset Management | Reduce 11.60% | -$32K | $244K | 0.04% | Jul 14, 2026 |
| Significant Wealth Partners LLC | Added 1.74% | +$30K | $1.76M | 1.90% | Jul 14, 2026 |
| Foundations Investment Advisors, LLC | Reduce 14.68% | -$28.5K | $165K | 0.00% | Aug 14, 2026 |
| Founders Financial Alliance, LLC | Reduce 2.12% | -$27.7K | $1.28M | 0.17% | Aug 4, 2026 |
| CENTRAL TRUST Co | Sell 100% | -$27.6K | $0 | 0.00% | Jul 31, 2026 |
| Prime Capital Investment Advisors, LLC | Reduce 3.13% | -$23.6K | $730K | 0.01% | Aug 5, 2026 |
| MPWM Advisory Solutions, LLC | Reduce 28.57% | -$21.8K | $54.6K | 0.03% | Aug 13, 2026 |
| Wagner Wealth Management, LLC | Reduce 8.16% | -$18K | $202K | 0.04% | Jul 24, 2026 |
| Kentucky Trust Co | Sell 100% | -$16.5K | $0 | 0.00% | Jul 10, 2026 |
| First Bancorp, Inc | New Buy | +$16.4K | $16.4K | 0.01% | Aug 11, 2026 |
| Focus Financial Network, Inc. | Added 1.94% | +$14.7K | $771K | 0.02% | Jul 9, 2026 |
| Kozak & Associates, Inc. | Reduce 99.92% | -$13K | $10 | 0.00% | Jul 2, 2026 |
| Sovran Advisors, LLC | Reduce 2.61% | -$12.6K | $469K | 0.04% | Jul 30, 2026 |
| Bessemer Group Inc | New Buy | +$12K | $12K | 0.00% | Aug 12, 2026 |
| Geneos Wealth Management Inc. | Reduce 1.86% | -$11.9K | $629K | 0.01% | Aug 6, 2026 |
| Smith Asset Management Co., LLC | Added 0.74% | +$11.2K | $1.53M | 1.20% | Jul 14, 2026 |
| Firethorn Wealth Partners, LLC | Added 4.95% | +$10.2K | $216K | 0.07% | Jul 15, 2026 |
| Pin Oak Investment Advisors Inc | Sell 100% | -$10K | $0 | 0.00% | Aug 18, 2026 |
| Fiduciary Alliance LLC | Added 1.94% | +$9.58K | $503K | 0.03% | Jul 20, 2026 |
| Mutual Advisors, LLC | Added 0.80% | +$9.42K | $1.19M | 0.02% | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$9.34K | $9.34K | 0.00% | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | Reduce 0.37% | -$9.11K | $2.45M | 0.02% | Aug 14, 2026 |
| Insigneo Advisory Services, LLC | Added 2.79% | +$7.67K | $282K | 0.01% | Aug 14, 2026 |
| Triumph Capital Management | Added 9.05% | +$7.64K | $92.1K | 0.02% | Jul 21, 2026 |
| LifeSteps Financial, Inc. | New Buy | +$6.55K | $6.55K | 0.00% | Jul 17, 2026 |
