| Bailard, Inc. | Reduce 90.73% | -$33.4M | $3.41M | 0.07% | Jul 30, 2026 |
| NorthCoast Asset Management LLC | Reduce 23.95% | -$24.9M | $79.2M | 1.75% | Aug 12, 2026 |
| Money Concepts Capital Corp | Added 571.39% | +$9.61M | $11.3M | 0.52% | Aug 4, 2026 |
| McGuire Investment Group, LLC | Sell 100% | -$8.76M | $0 | 0.00% | Jul 27, 2026 |
| Sound View Wealth Advisors Group, LLC | Reduce 59.04% | -$6.65M | $4.61M | 0.29% | Aug 11, 2026 |
| HM Payson & Co | Reduce 4.25% | -$5.74M | $129M | 1.72% | Jul 17, 2026 |
| Atlantic Private Wealth, LLC | Reduce 99.96% | -$5.53M | $2.48K | 0.00% | Aug 11, 2026 |
| Archer Investment Corp | Added 93.35% | +$4.6M | $9.52M | 0.92% | Aug 19, 2026 |
| Portland Global Advisors LLC | Sell 100% | -$3.61M | $0 | 0.00% | Aug 13, 2026 |
| Independent Advisor Alliance | Reduce 90.09% | -$3.61M | $397K | 0.01% | Aug 12, 2026 |
| Capital Investment Advisors, LLC | Reduce 5.93% | -$3.37M | $53.5M | 0.71% | Aug 6, 2026 |
| Stratos Wealth Advisors, LLC | Reduce 22.68% | -$3.12M | $10.7M | 0.58% | Aug 11, 2026 |
| PSI Advisors, LLC | Reduce 38.79% | -$3.04M | $4.79M | 1.11% | Aug 3, 2026 |
| BIP Wealth, LLC | Reduce 24.78% | -$3.01M | $9.13M | 0.26% | Aug 3, 2026 |
| Connecticut Wealth Management, LLC | Added 6.95% | +$2.86M | $44.1M | 1.63% | Jul 29, 2026 |
| Titleist Asset Management, LLC | Reduce 22.50% | -$2.5M | $8.62M | 0.58% | Jul 20, 2026 |
| GTS Securities LLC | Added 543.98% | +$2.46M | $2.92M | 0.06% | Aug 14, 2026 |
| Juno Financial Group LLC | Reduce 25.57% | -$2.14M | $6.22M | 2.21% | Aug 4, 2026 |
| Mission Wealth Management, LP | Added 281.30% | +$1.83M | $2.49M | 0.03% | Jul 20, 2026 |
| Eldridge Investment Advisors, Inc. | Reduce 38.88% | -$1.78M | $2.79M | 0.55% | Aug 10, 2026 |
| Krilogy Financial LLC | Added 7.94% | +$1.67M | $22.7M | 0.67% | Jul 27, 2026 |
| Carnegie Investment Counsel | Reduce 7.94% | -$1.53M | $17.7M | 0.36% | Jul 30, 2026 |
| Modern Wealth Management, LLC | Reduce 68.15% | -$1.25M | $582K | 0.01% | Aug 14, 2026 |
| Asset Dedication, LLC | Added 15.66% | +$1.24M | $9.18M | 0.58% | Jul 30, 2026 |
| Probity Advisors, Inc. | Reduce 42.47% | -$1.21M | $1.64M | 0.24% | Jul 31, 2026 |
| Moulton Wealth Management, Inc | Reduce 54.43% | -$1.16M | $969K | 0.64% | Jul 7, 2026 |
| Valmark Advisers, Inc. | Added 38.73% | +$1.11M | $3.99M | 0.04% | Aug 6, 2026 |
| United Capital Financial Advisors, LLC | Added 2.62% | +$1.11M | $43.7M | 0.24% | Aug 17, 2026 |
| KOM Wealth Management Group, LLC | Reduce 29.76% | -$1.1M | $2.61M | 1.57% | Jul 23, 2026 |
| D.A. Davidson & Co. | Reduce 35.34% | -$1.06M | $1.95M | 0.01% | Jul 24, 2026 |
| Boston Family Office LLC | Reduce 36.15% | -$1.04M | $1.85M | 0.11% | Aug 12, 2026 |
| Black Swift Group, LLC | Added 149.31% | +$1.01M | $1.68M | 0.24% | Aug 13, 2026 |
| Trinity Wealth Management, LLC | Reduce 16.18% | -$981K | $5.08M | 1.61% | Jul 7, 2026 |
| Lido Advisors, LLC | Reduce 19.94% | -$948K | $3.81M | 0.01% | Aug 7, 2026 |
| Rebalance, LLC | Added 15.71% | +$898K | $6.61M | 0.35% | Jul 16, 2026 |
| Apella Capital, LLC | Reduce 4.90% | -$870K | $16.9M | 0.24% | Jul 8, 2026 |
| DAVENPORT & Co LLC | Added 266.19% | +$777K | $1.07M | 0.01% | Jul 13, 2026 |
| True Link Financial Advisors, LLC | Reduce 20.27% | -$745K | $2.93M | 0.17% | Jul 31, 2026 |
| MML Investors Services, LLC | Added 19.34% | +$742K | $4.58M | 0.01% | Aug 7, 2026 |
| Delta Wealth Advisors LLC | Reduce 5.26% | -$741K | $13.4M | 9.54% | Jul 14, 2026 |
| MKT Advisors LLC | Added 4.11% | +$729K | $18.5M | 5.75% | Jul 9, 2026 |
| Baird Financial Group, Inc. | Added 5.77% | +$699K | $12.8M | 0.02% | Aug 12, 2026 |
| Accretive Wealth Partners, LLC | Added 19.83% | +$696K | $4.2M | 1.02% | Jul 29, 2026 |
| Midwest Professional Planners, LTD. | Added 7.92% | +$661K | $9.01M | 1.77% | Aug 5, 2026 |
| Swan Global Investments, LLC | New Buy | +$621K | $621K | 0.02% | Aug 11, 2026 |
| Csenge Advisory Group | Added 31.66% | +$620K | $2.58M | 0.10% | Aug 10, 2026 |
| Summitry LLC | Added 1.64% | +$575K | $35.6M | 1.17% | Jul 21, 2026 |
| Mesirow Financial Investment Management, Inc. | Reduce 8.28% | -$547K | $6.06M | 0.10% | Jul 22, 2026 |
| Denver PWM, LLC | Added 3.51% | +$537K | $15.8M | 5.18% | Aug 18, 2026 |
| Summitpoint Capital Management | Reduce 32.80% | -$531K | $1.09M | 1.17% | Aug 13, 2026 |
| Lifeworks Advisors, LLC | New Buy | +$525K | $525K | 0.06% | Aug 14, 2026 |
| Mather Group, LLC. | New Buy | +$501K | $501K | 0.00% | Jul 27, 2026 |
| Steelhead Wealth Management LLC | Reduce 24.45% | -$499K | $1.54M | 0.62% | Aug 14, 2026 |
| Gilbert & Cook, Inc. | New Buy | +$496K | $496K | 0.06% | Jul 28, 2026 |
| Thrivent Financial for Lutherans | Added 7.06% | +$494K | $7.49M | 0.01% | Aug 14, 2026 |
| Montag A & Associates Inc | Reduce 29.09% | -$453K | $1.11M | 0.05% | Aug 5, 2026 |
| Belpointe Asset Management LLC | Added 8.45% | +$441K | $5.67M | 0.19% | Jul 31, 2026 |
| Horizon Advisory Services, Inc. | Added 2.17% | +$436K | $20.5M | 8.64% | Aug 3, 2026 |
| Montecito Bank & Trust | Added 25.54% | +$419K | $2.06M | 0.31% | Jul 16, 2026 |
| SageView Advisory Group, LLC | New Buy | +$410K | $410K | 0.01% | Aug 10, 2026 |
| Lantz Financial LLC | Added 12.31% | +$381K | $3.48M | 0.64% | Jul 9, 2026 |
| Old Port Advisors | Reduce 23.30% | -$358K | $1.18M | 0.23% | Jul 21, 2026 |
| Financial Engines Advisors L.L.C. | Reduce 3.85% | -$349K | $8.71M | 0.02% | Aug 14, 2026 |
| IFG Advisory, LLC | New Buy | +$331K | $331K | 0.01% | Aug 14, 2026 |
| Mairs & Power Inc | Sell 100% | -$327K | $0 | 0.00% | Aug 14, 2026 |
| Scissortail Wealth Management, LLC | Added 2.27% | +$318K | $14.4M | 2.76% | Aug 5, 2026 |
| Brookstone Capital Management | Reduce 8.27% | -$314K | $3.48M | 0.03% | Jul 15, 2026 |
| Granite Harbor Advisors, Inc. | Reduce 35.18% | -$299K | $551K | 0.22% | Jul 31, 2026 |
| Willis Johnson & Associates, Inc. | Sell 100% | -$296K | $0 | 0.00% | Aug 13, 2026 |
| CENTRAL TRUST Co | Reduce 4.78% | -$292K | $5.83M | 0.11% | Jul 31, 2026 |
| TFR Capital, LLC. | Reduce 10.99% | -$265K | $2.14M | 0.60% | Aug 6, 2026 |
| Financial Advisory Corp | Reduce 0.71% | -$261K | $36.4M | 4.83% | Jul 9, 2026 |
| Vestmark Advisory Solutions, Inc. | New Buy | +$258K | $258K | 0.00% | Aug 14, 2026 |
| Prospera Financial Services Inc | Reduce 40.72% | -$258K | $375K | 0.01% | Jul 15, 2026 |
| Americana Partners, LLC | Reduce 6.25% | -$256K | $3.84M | 0.09% | Aug 5, 2026 |
| Davis R M Inc | New Buy | +$251K | $251K | 0.00% | Aug 14, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$250K | $250K | 0.00% | Jul 28, 2026 |
| Flavin Financial Services, Inc. | Sell 100% | -$227K | $0 | 0.00% | Aug 13, 2026 |
| 4J Wealth Management LLC | Sell 100% | -$223K | $0 | 0.00% | Jul 22, 2026 |
| Washington Trust Advisors, Inc. | Reduce 41.67% | -$210K | $295K | 0.02% | Jul 29, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | New Buy | +$210K | $210K | 0.09% | Jul 24, 2026 |
| Wealth Advisory Solutions, LLC | New Buy | +$205K | $205K | 0.04% | Jul 24, 2026 |
| Park Avenue Securities LLC | Reduce 9.71% | -$205K | $1.9M | 0.01% | Jul 20, 2026 |
| Kestra Private Wealth Services, LLC | Reduce 15.34% | -$202K | $1.12M | 0.01% | Jul 28, 2026 |
| Tower Bridge Advisors | Sell 100% | -$201K | $0 | 0.00% | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | Added 1.24% | +$198K | $16.1M | 0.16% | Aug 11, 2026 |
| Stonebridge Financial Group, LLC | Reduce 31.96% | -$194K | $414K | 0.03% | Jul 6, 2026 |
| Centennial Advisors, LLC | Added 7.73% | +$190K | $2.65M | 3.16% | Jul 27, 2026 |
| MV Capital Management, Inc. | Added 1.18% | +$188K | $16.1M | 1.43% | Jul 30, 2026 |
| Hughes Financial Services, LLC | Reduce 8.96% | -$180K | $1.83M | 0.24% | Jul 20, 2026 |
| Stockman Wealth Management, Inc. | Reduce 3.87% | -$172K | $4.28M | 0.44% | Aug 11, 2026 |
| Kastel Capital Advisors, LLC | Reduce 36.90% | -$146K | $250K | 0.16% | Jul 9, 2026 |
| Fourth Dimension Wealth, LLC | Added 6.93% | +$138K | $2.13M | 0.67% | Jul 31, 2026 |
| Schmidt P J Investment Management Inc | Added 22.37% | +$135K | $741K | 0.12% | Jul 29, 2026 |
| Great Diamond Partners, LLC | Added 14.44% | +$128K | $1.02M | 0.18% | Jul 17, 2026 |
| OneAscent Financial Services LLC | Added 0.61% | +$127K | $20.9M | 1.00% | Aug 11, 2026 |
| Cambridge Financial Group, LLC | Added 21.52% | +$124K | $700K | 0.22% | Jul 14, 2026 |
| Fiduciary Financial Advisors | New Buy | +$117K | $117K | 0.01% | Aug 14, 2026 |
| Howland Capital Management LLC | Reduce 3.15% | -$116K | $3.56M | 0.13% | Jul 13, 2026 |
| Summit Wealth Partners, LLC | Reduce 8.29% | -$116K | $1.28M | 0.18% | Aug 3, 2026 |
