| RMG Wealth Management LLC | Sell 100% | -$117M | $0 | 0.00% | Aug 13, 2026 |
| Fortitude Financial, LLC | Reduce 17.88% | -$3.15M | $14.5M | 13.01% | Jul 9, 2026 |
| Means Investment Co., Inc. | Reduce 5.83% | -$2.43M | $39.3M | 2.97% | Aug 14, 2026 |
| MML Investors Services, LLC | Added 21.88% | +$2.07M | $11.6M | 0.02% | Aug 7, 2026 |
| Sunburst Financial Group, LLC | Added 9.53% | +$2.03M | $23.3M | 3.78% | Jul 8, 2026 |
| Aptus Capital Advisors, LLC | Added 9.47% | +$2.03M | $23.5M | 0.16% | Aug 12, 2026 |
| Northwest Wealth Advisors, LLC | Added 14.12% | +$1.95M | $15.8M | 9.06% | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | Added 8.27% | +$1.5M | $19.7M | 0.20% | Aug 11, 2026 |
| Jim Saulnier & Associates, LLC | Reduce 52.84% | -$852K | $761K | 0.31% | Jul 28, 2026 |
| Carnegie Investment Counsel | Added 13.66% | +$796K | $6.62M | 0.13% | Jul 30, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$794K | $794K | 0.01% | Aug 10, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$728K | $728K | 0.01% | Aug 11, 2026 |
| Independent Advisor Alliance | Sell 100% | -$470K | $0 | 0.00% | Aug 12, 2026 |
| Summit Financial, LLC | Added 8.94% | +$426K | $5.19M | 0.06% | Aug 12, 2026 |
| 49 Wealth Management, LLC | Sell 100% | -$404K | $0 | 0.00% | Aug 18, 2026 |
| Fiduciary Financial Advisors | New Buy | +$400K | $400K | 0.04% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Sell 100% | -$394K | $0 | 0.00% | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | Added 6.81% | +$392K | $6.15M | 0.58% | Jul 29, 2026 |
| Ashton Thomas Securities, LLC | Sell 100% | -$377K | $0 | 0.00% | Jul 27, 2026 |
| Rede Wealth, LLC | Reduce 23.25% | -$353K | $1.16M | 0.39% | Aug 3, 2026 |
| Evolution Wealth Advisors, LLC | Sell 100% | -$334K | $0 | 0.00% | Jul 29, 2026 |
| Byrne Financial Freedom, LLC | New Buy | +$323K | $323K | 0.13% | Jul 30, 2026 |
| Gladstone Institutional Advisory LLC | Reduce 5.19% | -$318K | $5.81M | 0.18% | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | New Buy | +$230K | $230K | 0.00% | Jul 15, 2026 |
| Capital Square, LLC | New Buy | +$225K | $225K | 0.10% | Aug 13, 2026 |
| United Capital Financial Advisors, LLC | New Buy | +$219K | $219K | 0.00% | Aug 17, 2026 |
| Tiaa-Cref Individual & Institutional Services, LLC | Reduce 41.05% | -$217K | $312K | 0.00% | Aug 10, 2026 |
| Wedbush Securities Inc | New Buy | +$215K | $215K | 0.01% | Jul 28, 2026 |
| Fingerlakes Wealth Management, Inc. | New Buy | +$211K | $211K | 0.11% | Jul 23, 2026 |
| Mosley Wealth Management | Reduce 83.40% | -$211K | $42K | 0.01% | Jul 23, 2026 |
| Kapstone Financial Advisors LLC | New Buy | +$206K | $206K | 0.09% | Aug 7, 2026 |
| Advisors Capital Management, LLC | New Buy | +$205K | $205K | 0.00% | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$172K | $172K | 0.05% | Jul 23, 2026 |
| Steele Capital Management, Inc. | Added 0.92% | +$171K | $18.7M | 0.69% | Jul 28, 2026 |
| Matrix Trust Co | Added 0.93% | +$171K | $18.5M | 2.68% | Jul 9, 2026 |
| United Advisor Group, LLC | Added 5.10% | +$151K | $3.12M | 0.33% | Jul 29, 2026 |
| VestGen Advisors, LLC | Reduce 9.01% | -$126K | $1.28M | 0.04% | Aug 11, 2026 |
| Farmers & Merchants Investments Inc | Sell 100% | -$125K | $0 | 0.00% | Jul 20, 2026 |
| Archer Investment Corp | Added 125.99% | +$108K | $193K | 0.02% | Aug 19, 2026 |
| Pacific Financial Group Inc | Reduce 1.38% | -$88.6K | $6.35M | 3.05% | Aug 13, 2026 |
| Mullaney, Keating & Wright, Inc. | Added 23.60% | +$86.8K | $455K | 0.22% | Jul 14, 2026 |
| Webster Bank, N. A. | New Buy | +$79.3K | $79.3K | 0.01% | Jul 20, 2026 |
| Brand Asset Management Group, Inc. | Reduce 2.05% | -$70.6K | $3.38M | 0.75% | Aug 12, 2026 |
| Composition Wealth, LLC | Reduce 8.15% | -$69.1K | $779K | 0.01% | Jul 22, 2026 |
| Global Wealth Strategies & Associates | Sell 100% | -$66.7K | $0 | 0.00% | Jul 1, 2026 |
| Goldstein Advisors, LLC | Added 1.69% | +$61.8K | $3.71M | 0.34% | Jul 20, 2026 |
| Private Wealth Asset Management, LLC | Reduce 36.14% | -$43.5K | $76.8K | 0.01% | Aug 11, 2026 |
| Truefg, LLC | Reduce 5.23% | -$43.3K | $784K | 0.18% | Jul 16, 2026 |
| Woodard & Co Asset Management Group Inc | Reduce 17.96% | -$41.4K | $189K | 0.03% | Jul 29, 2026 |
| Three Seasons Wealth, LLC | Reduce 5.50% | -$38K | $654K | 0.06% | Aug 13, 2026 |
| Diversify Wealth Management, LLC | Reduce 4.13% | -$34.3K | $794K | 0.01% | Jul 30, 2026 |
| Proactive Wealth Strategies LLC | Reduce 3.57% | -$29.6K | $801K | 0.13% | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$27.4K | $27.4K | 0.00% | Jul 28, 2026 |
| Hoxton Planning & Management, LLC | Reduce 4.98% | -$26.8K | $513K | 0.13% | Jul 16, 2026 |
| IFG Advisory, LLC | New Buy | +$25.5K | $25.5K | 0.00% | Aug 14, 2026 |
| Steinberganna Wealth Management | Reduce 6.22% | -$23.8K | $358K | 0.15% | Aug 4, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$23.5K | $0 | 0.00% | Jul 20, 2026 |
| Yarger Wealth Strategies, LLC | Reduce 0.36% | -$22.5K | $6.3M | 2.26% | Jul 14, 2026 |
| Pitti Group Wealth Management, LLC | Added 1.14% | +$19.5K | $1.73M | 1.26% | Aug 12, 2026 |
| Synergy Investment Management, LLC | Reduce 35.97% | -$19.3K | $34.4K | 0.01% | Aug 14, 2026 |
| Steph & Co | Sell 100% | -$17.4K | $0 | 0.00% | Jul 16, 2026 |
| Glass Jacobson Investment Advisors llc | Reduce 21.20% | -$16.3K | $60.7K | 0.02% | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | Added 31.12% | +$15K | $63.1K | 0.00% | Jul 23, 2026 |
| Flagstar Securities, Inc | Reduce 1.74% | -$14.8K | $835K | 0.25% | Jul 15, 2026 |
| Valmark Advisers, Inc. | Added 5.24% | +$12.6K | $254K | 0.00% | Aug 6, 2026 |
| Vise Technologies, Inc. | Added 2.53% | +$12.2K | $493K | 0.01% | Aug 11, 2026 |
| Venture Visionary Partners LLC | Reduce 4.58% | -$11.5K | $239K | 0.01% | Jul 27, 2026 |
| Pps&V Asset Management Consultants, Inc. | Reduce 3.18% | -$10.4K | $318K | 0.17% | Jul 6, 2026 |
| GWN Securities Inc. | Added 1.57% | +$9.95K | $645K | 0.11% | Aug 5, 2026 |
| GGM Financial LLC | New Buy | +$5.13K | $5.13K | 0.00% | Jul 23, 2026 |
| Marshall Financial Group, LLC | Reduce 1.02% | -$4.73K | $460K | 0.07% | Jul 20, 2026 |
| Mutual Advisors, LLC | Added 0.65% | +$4.06K | $631K | 0.01% | Aug 14, 2026 |
| Olistico Wealth, LLC | Reduce 8.33% | -$2.41K | $26.6K | 0.01% | Jul 13, 2026 |
| Assetmark, Inc | Reduce 3.21% | -$1.45K | $43.6K | 0.00% | Jul 30, 2026 |
| Salomon & Ludwin, LLC | Reduce 4.60% | -$1.06K | $22K | 0.00% | Aug 7, 2026 |
| Barrett & Company, Inc. | Added 0.31% | +$966 | $315K | 0.09% | Jul 24, 2026 |
| Allegheny Financial Group | Added 0.26% | +$869 | $329K | 0.04% | Jul 22, 2026 |
| Opulen Financial Group LLC | Reduce 0.09% | -$772 | $889K | 0.56% | Jul 27, 2026 |
| Buck Wealth Strategies, LLC | New Buy | +$772 | $772 | 0.00% | Jul 30, 2026 |
| Greykasell Wealth Strategies, Inc. | Added 0.35% | +$386 | $111K | 0.04% | Aug 11, 2026 |
| Matrix Private Capital Group LLC | Added 0.07% | +$193 | $258K | 0.11% | Aug 14, 2026 |
| Capital Analysts, LLC | Added 0.21% | +$97 | $47K | 0.00% | Aug 5, 2026 |
| Laurel Oak Wealth Management, LLC | Added 0.04% | +$97 | $259K | 0.04% | Jul 21, 2026 |
| Morton Brown Family Wealth, LLC | Added 0.20% | +$97 | $47.2K | 0.01% | Jul 21, 2026 |
| Basepoint Wealth LLC | Added 0.20% | +$97 | $47.3K | 0.03% | Aug 10, 2026 |
