| Allstate Corp | Added 1045.01% | +$69.5M | $76.1M | 0.76% | Aug 13, 2026 |
| Mittelman Wealth Management | Reduce 81.83% | -$35.3M | $7.83M | 5.18% | Aug 7, 2026 |
| Betterment LLC | Reduce 96.92% | -$14.1M | $448K | 0.00% | Aug 14, 2026 |
| Northwestern Mutual Investment Management Company, LLC | New Buy | +$12.9M | $12.9M | 0.15% | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | Sell 100% | -$12.5M | $0 | 0.00% | Aug 7, 2026 |
| Fund Evaluation Group, LLC | Added 71.25% | +$10.6M | $25.5M | 0.69% | Aug 7, 2026 |
| Onyx Bridge Wealth Group LLC | Sell 100% | -$9.73M | $0 | 0.00% | Jul 23, 2026 |
| Motley Fool Wealth Management, LLC | Sell 100% | -$7.61M | $0 | 0.00% | Aug 6, 2026 |
| Schroder Investment Management Group | Reduce 41.41% | -$6.38M | $9.03M | 0.01% | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | Added 1855.26% | +$6.24M | $6.58M | 0.06% | Jul 27, 2026 |
| NorthCoast Asset Management LLC | Sell 100% | -$5.55M | $0 | 0.00% | Aug 12, 2026 |
| North Dakota State Investment Board | Reduce 70.27% | -$3.9M | $1.65M | 0.07% | Aug 4, 2026 |
| CVS HEALTH Corp | Added 75.00% | +$3.75M | $8.76M | 3.89% | Aug 6, 2026 |
| D.A. Davidson & Co. | Sell 100% | -$3.18M | $0 | 0.00% | Jul 24, 2026 |
| RiverFront Investment Group, LLC | Added 7.13% | +$3.06M | $45.9M | 0.61% | Jul 29, 2026 |
| Prudential PLC | Added 1.71% | +$2.72M | $162M | 0.88% | Aug 14, 2026 |
| Thoma Capital Management LLC | Added 38.91% | +$2.23M | $7.95M | 4.24% | Jul 16, 2026 |
| Old Mission Capital LLC | New Buy | +$2.02M | $2.02M | 0.03% | Aug 14, 2026 |
| Assetmark, Inc | Added 2.60% | +$1.97M | $77.8M | 0.13% | Jul 30, 2026 |
| Eley Financial Management, Inc | Added 15.84% | +$1.66M | $12.2M | 3.94% | Aug 11, 2026 |
| Thrivent Financial for Lutherans | Sell 100% | -$1.44M | $0 | 0.00% | Aug 14, 2026 |
| Advisors Capital Management, LLC | Added 5.02% | +$1.35M | $28.2M | 0.30% | Aug 11, 2026 |
| Klaas Financial Asset Advisors, LLC | Added 5.78% | +$1.3M | $23.8M | 2.97% | Jul 15, 2026 |
| Arch Global Advisors, LLC | Added 26.49% | +$1.01M | $4.84M | 2.14% | Aug 11, 2026 |
| Kintra Wealth, LLC | Sell 100% | -$1.01M | $0 | 0.00% | Aug 14, 2026 |
| Kestra Investment Management, LLC | Reduce 77.45% | -$752K | $219K | 0.00% | Aug 5, 2026 |
| MCF Advisors LLC | Added 13.37% | +$749K | $6.35M | 0.23% | Aug 12, 2026 |
| MML Investors Services, LLC | Reduce 10.98% | -$697K | $5.65M | 0.01% | Aug 7, 2026 |
| Archer Investment Corp | Added 72.69% | +$515K | $1.22M | 0.12% | Aug 19, 2026 |
| Winter & Associates, Inc. | Sell 100% | -$506K | $0 | 0.00% | Jul 9, 2026 |
| Maia Wealth LLC | Reduce 9.75% | -$489K | $4.53M | 0.67% | Jul 28, 2026 |
| DAVENPORT & Co LLC | New Buy | +$487K | $487K | 0.00% | Jul 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 4.91% | +$375K | $8.02M | 0.23% | Jul 8, 2026 |
| Investors Research Corp | Added 7.19% | +$375K | $5.59M | 1.00% | Jul 10, 2026 |
| Websterrogers Financial Advisors, LLC | Added 113.98% | +$288K | $540K | 0.14% | Jul 15, 2026 |
| One Wealth Map LLC | New Buy | +$257K | $257K | 0.12% | Jul 31, 2026 |
| Savvy Advisors, Inc. | New Buy | +$250K | $250K | 0.01% | Aug 3, 2026 |
| Flow Traders U.S. LLC | New Buy | +$244K | $244K | 0.01% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$241K | $241K | 0.00% | Aug 10, 2026 |
| Xcelsior Advisor Partners LLC | New Buy | +$231K | $231K | 0.03% | Aug 14, 2026 |
| Sax Wealth Advisors, LLC | New Buy | +$215K | $215K | 0.01% | Jul 9, 2026 |
| NYL Investors LLC | Added 1.07% | +$213K | $20.2M | 7.75% | Aug 12, 2026 |
| Destiny Capital Corp | Sell 100% | -$212K | $0 | 0.00% | Aug 10, 2026 |
| Van Diest Capital, LLC | Sell 100% | -$211K | $0 | 0.00% | Aug 4, 2026 |
| Keybank National Association | Reduce 2.93% | -$211K | $6.99M | 0.02% | Jul 28, 2026 |
| Strategic Investment Advisors / MI | Sell 100% | -$207K | $0 | 0.00% | Aug 14, 2026 |
| Cullen/Frost Bankers, Inc. | Added 52.44% | +$205K | $597K | 0.01% | Jul 27, 2026 |
| Meadowbrook Advisors Group, LLC | Reduce 41.96% | -$183K | $253K | 0.14% | Aug 7, 2026 |
| Independent Financial Group, LLC | Added 16.59% | +$182K | $1.28M | 0.02% | Jul 15, 2026 |
| Croban | Added 2.47% | +$178K | $7.4M | 3.26% | Aug 3, 2026 |
| Tranquilli Financial Advisor LLC | Added 10.64% | +$173K | $1.79M | 0.97% | Aug 7, 2026 |
| Geneos Wealth Management Inc. | Added 22.68% | +$159K | $860K | 0.02% | Aug 6, 2026 |
| Sovran Advisors, LLC | Added 8.38% | +$140K | $1.81M | 0.13% | Jul 30, 2026 |
| Valtrion Capital Management, LLC | Added 9.17% | +$134K | $1.59M | 1.18% | Aug 14, 2026 |
| SlateStone Wealth, LLC | Reduce 4.79% | -$132K | $2.63M | 0.20% | Jul 20, 2026 |
| Pinnacle Family Advisors, LLC | Reduce 3.64% | -$130K | $3.44M | 1.44% | Aug 14, 2026 |
| &Partners | Added 18.39% | +$127K | $815K | 0.00% | Aug 14, 2026 |
| Wealthfront Advisers LLC | Reduce 8.03% | -$122K | $1.39M | 0.00% | Aug 7, 2026 |
| RHS Financial, LLC | Reduce 20.88% | -$119K | $451K | 0.18% | Aug 7, 2026 |
| Tennessee Valley Asset Management Partners | Reduce 15.68% | -$112K | $602K | 0.07% | Aug 10, 2026 |
| Titleist Asset Management, LLC | Added 2.67% | +$107K | $4.1M | 0.28% | Jul 20, 2026 |
| Shum Financial Group, Inc. | Reduce 1.86% | -$92.7K | $4.89M | 2.95% | Jul 22, 2026 |
| Heck Capital Advisors, LLC | Reduce 8.11% | -$74.6K | $844K | 0.05% | Jul 10, 2026 |
| FDx Advisors, Inc. | Reduce 12.05% | -$72.9K | $532K | 0.16% | Aug 4, 2026 |
| Thryve Wealth Management LLC | Added 16.54% | +$68.9K | $486K | 0.27% | Aug 6, 2026 |
| Pacific Financial Group Inc | Added 26.06% | +$67.9K | $328K | 0.16% | Aug 13, 2026 |
| Capital Analysts, LLC | Added 167.30% | +$65.7K | $105K | 0.00% | Aug 5, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$64.1K | $64.1K | 0.02% | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | Added 1.27% | +$59.1K | $4.73M | 0.58% | Aug 11, 2026 |
| City Center Advisors, LLC | Added 11.39% | +$56.7K | $554K | 0.45% | Jul 7, 2026 |
| Koshinski Asset Management, Inc. | Added 4.98% | +$55.9K | $1.18M | 0.06% | Jul 27, 2026 |
| Founders Financial Securities LLC | Added 7.89% | +$54.6K | $747K | 0.04% | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 2.77% | -$50.2K | $1.76M | 0.01% | Jul 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | Sell 100% | -$49.6K | $0 | 0.00% | Aug 10, 2026 |
| Main Street Research LLC | Added 5.17% | +$48.5K | $987K | 0.05% | Jul 29, 2026 |
| Invested Advisors | Added 18.23% | +$47K | $305K | 0.27% | Aug 4, 2026 |
| Horizon Investments, LLC | Added 0.11% | +$40K | $35.9M | 0.39% | Aug 13, 2026 |
| Strive Financial Group ,LLC | New Buy | +$40K | $40K | 0.02% | Aug 17, 2026 |
| Continuum Advisory, LLC | New Buy | +$32.6K | $32.6K | 0.00% | Aug 6, 2026 |
| Bessemer Group Inc | New Buy | +$24K | $24K | 0.00% | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | Added 3.15% | +$23.1K | $758K | 0.07% | Aug 10, 2026 |
| Fiduciary Financial Advisors | New Buy | +$15.3K | $15.3K | 0.00% | Aug 14, 2026 |
| Sound Income Strategies, LLC | Reduce 6.09% | -$14.4K | $221K | 0.01% | Jul 20, 2026 |
| Sanchez Gaunt Capital Management, LLC | Added 3.50% | +$13.9K | $411K | 0.23% | Aug 14, 2026 |
| Colton Groome Financial Advisors, LLC | Reduce 5.41% | -$13.9K | $243K | 0.06% | Jul 22, 2026 |
| Blair William & Co | Reduce 74.79% | -$13.4K | $4.5K | 0.00% | Aug 11, 2026 |
| Wedbush Securities Inc | Reduce 4.52% | -$12.9K | $273K | 0.01% | Jul 28, 2026 |
| Severin Investments, LLC | Reduce 3.97% | -$12.8K | $310K | 0.23% | Aug 14, 2026 |
| James Investment Research, Inc. | Reduce 1.49% | -$12.4K | $821K | 0.08% | Jul 24, 2026 |
| Grey Ledge Advisors, LLC | Reduce 3.08% | -$10.4K | $326K | 0.07% | Jul 27, 2026 |
| Garner Asset Management Corp | Reduce 2.86% | -$10K | $340K | 0.11% | Aug 7, 2026 |
| Rossby Financial, LCC | Added 13.52% | +$9.66K | $81.1K | 0.01% | Aug 4, 2026 |
| Asset Dedication, LLC | New Buy | +$6.81K | $6.81K | 0.00% | Jul 30, 2026 |
| Balefire, LLC | Reduce 2.58% | -$5.96K | $225K | 0.04% | Jul 7, 2026 |
| Triumph Capital Management | Added 35.71% | +$5.25K | $20K | 0.00% | Jul 21, 2026 |
| Carolina Wealth Advisors, LLC | Reduce 3.51% | -$5.2K | $143K | 0.06% | Jul 9, 2026 |
| New England Asset Management Inc | New Buy | +$5K | $5K | 0.00% | Aug 14, 2026 |
| Invera Wealth Advisors, LLC | Added 1.24% | +$5K | $408K | 0.22% | Jul 29, 2026 |
| Berkeley Capital Partners, LLC | Added 0.50% | +$4.45K | $890K | 0.18% | Aug 6, 2026 |
| Prospera Financial Services Inc | Reduce 0.95% | -$4.36K | $452K | 0.01% | Jul 15, 2026 |
